AJ Advisors

Latest statistics and disclosures from AJ Advisors's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VOO, IGRO, QQQ, VO, VB, and represent 62.50% of AJ Advisors's stock portfolio.
  • Added to shares of these 10 stocks: VOO, QQQ, IGRO, VO, STIP, VB, VCRB, VTV, AOM, PYLD.
  • Started 1 new stock position in COST.
  • Reduced shares in these 10 stocks: FMHI, YLD, BPRE, SMH, JPM, SPYM, PG, AAPL, BLK, HD.
  • Sold out of its positions in BPRE, FMHI, YLD.
  • AJ Advisors was a net buyer of stock by $3.7M.
  • AJ Advisors has $270M in assets under management (AUM), dropping by -0.48%.
  • Central Index Key (CIK): 0001951167

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Portfolio Holdings for AJ Advisors

AJ Advisors holds 33 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 24.1 $65M +4% 109k 597.55
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Ishares Tr Intl Div Grwth (IGRO) 13.8 $37M +3% 444k 83.77
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Invesco Qqq Tr Unit Ser 1 (QQQ) 11.7 $32M +4% 55k 577.18
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Vanguard Index Fds Mid Cap Etf (VO) 6.5 $18M +3% 61k 287.18
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Vanguard Index Fds Small Cp Etf (VB) 6.4 $17M +2% 66k 261.92
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Vanguard Index Fds Value Etf (VTV) 5.9 $16M 81k 196.20
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Ishares Tr 0-5 Yr Tips Etf (STIP) 5.7 $15M +3% 148k 103.43
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Ishares Tr Core 40/60 Moder (AOM) 4.8 $13M +2% 275k 47.37
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First Tr Exchange Traded Risng Divd Achiv (RDVY) 4.5 $12M 179k 68.28
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Vanguard Malvern Fds Core Bd Etf (VCRB) 4.1 $11M +3% 143k 77.38
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Vaneck Etf Trust Semiconductr Etf (SMH) 3.4 $9.2M -2% 24k 383.40
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Pgim Etf Tr Total Return Bon (PTRB) 2.8 $7.6M +2% 182k 41.51
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Pimco Etf Tr Multisector Bd (PYLD) 2.0 $5.4M +5% 207k 26.20
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JPMorgan Chase & Co. (JPM) 0.5 $1.4M -7% 4.8k 294.17
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Apple (AAPL) 0.5 $1.3M 5.2k 253.78
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.4 $1.2M 1.8k 650.48
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Alphabet Cap Stk Cl A (GOOGL) 0.4 $1.1M 3.7k 287.56
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Microsoft Corporation (MSFT) 0.3 $917k 2.5k 370.20
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Amazon (AMZN) 0.3 $738k +4% 3.5k 208.27
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Home Depot (HD) 0.2 $523k 1.6k 328.84
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Hca Holdings (HCA) 0.2 $502k +2% 1.1k 473.33
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Visa Com Cl A (V) 0.2 $494k +3% 1.6k 302.33
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Blackrock (BLK) 0.2 $467k 486.00 960.94
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NVIDIA Corporation (NVDA) 0.2 $426k +3% 2.4k 174.42
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $420k +3% 876.00 479.20
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Spdr Series Trust State Street Spd (SPYM) 0.1 $355k -8% 4.6k 76.54
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Spdr Series Trust State Street Spd (SPSB) 0.1 $352k 12k 30.07
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Mastercard Incorporated Cl A (MA) 0.1 $265k +4% 530.00 499.73
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Costco Wholesale Corporation (COST) 0.1 $244k NEW 245.00 995.88
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Ishares Tr Core S&p500 Etf (IVV) 0.1 $243k 372.00 652.50
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Procter & Gamble Company (PG) 0.1 $234k -7% 1.6k 144.46
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Ishares Tr Select Divid Etf (DVY) 0.1 $220k 1.5k 151.40
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Globus Med Cl A (GMED) 0.1 $207k 2.4k 86.16
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Past Filings by AJ Advisors

SEC 13F filings are viewable for AJ Advisors going back to 2022