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DHJJ Financial Advisors

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

Top 5 stock holdings are QQQ, IJH, SCHG, SCHD, JPST, and represent 27.53% of DHJJ Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: Innovator Etfs Trust, Innovator Etfs Trust, DFAI, QQQM, BOCT, INOV, POCT, Akre Focus Etf, NOW, RDVY.
Started 46 new stock positions in NOVP, CAIE, GRID, Innovator Etfs Trust, Innovator Etfs Trust, Qnity Electronics, QBTS, First Tr Exchng Traded Fd Vi, The Magnum Ice Cream C F, GPIQ.
Reduced shares in these 10 stocks: QQQ, IJH, IWM, VIG, SCHD, IJAN, IHDG, SCHB, CAT, VUG.
Sold out of its positions in Cohen & Steers Infrastructur, BITQ, Innovator U.s. Equity Accelerated Etf - October, Innovator Etfs Tr, IPG, PTY, AMDY, UL, ZIMV, CVAC.
DHJJ Financial Advisors was a net buyer of stock by $807k.
DHJJ Financial Advisors has $301M in assets under management (AUM), dropping by 2.12%.
Central Index Key (CIK): 0001844716

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Portfolio Holdings for DHJJ Financial Advisors

DHJJ Financial Advisors holds 1039 positions in its portfolio as reported in the December 2025 quarterly 13F filing

DHJJ Financial Advisors has 1039 total positions. Only the first 250 positions are shown.

Sign up to view all of the DHJJ Financial Advisors Dec. 31, 2025 positions
Download the DHJJ Financial Advisors December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ)	11.4	$34M	-2%	56k	614.31	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	6.4	$19M	-3%	294k	66.00	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	3.6	$11M		332k	32.62	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	3.4	$10M	-2%	376k	27.43	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	2.7	$8.1M		161k	50.59	View chart
Ishares Tr Russell 2000 Etf (IWM)	2.6	$7.7M	-7%	31k	246.16	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	2.4	$7.3M		15k	473.30	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	2.4	$7.2M		71k	102.42	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.3	$7.0M	-3%	32k	219.78	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	2.0	$6.0M		200k	30.07	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.6	$4.9M		7.2k	681.93	View chart
Apple (AAPL)	1.4	$4.1M		15k	271.86	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.3	$3.9M		161k	24.04	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.3	$3.8M		134k	28.48	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	1.2	$3.6M	+7%	52k	69.47	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.2	$3.6M	+10%	95k	38.11	View chart
First Tr Exchange-traded SHS (FVD)	1.2	$3.5M	-2%	77k	46.08	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	1.1	$3.4M	-2%	62k	55.05	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcap Qty (XSHQ)	1.1	$3.3M	+3%	79k	42.09	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	1.1	$3.3M	-2%	60k	54.83	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.0	$3.0M	-5%	116k	26.23	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	1.0	$2.9M	-2%	28k	104.07	View chart
Caterpillar (CAT)	0.9	$2.6M	-5%	4.6k	572.88	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.8	$2.5M		55k	45.51	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.8	$2.3M	-7%	48k	48.66	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.8	$2.3M		26k	89.43	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.7	$2.2M	-5%	24k	92.51	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.7	$2.1M		49k	43.25	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.6	$1.9M	-3%	20k	96.84	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	0.6	$1.8M		36k	49.25	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KOCT)	0.6	$1.7M	+13%	51k	33.67	View chart
NVIDIA Corporation (NVDA)	0.6	$1.7M		9.0k	186.51	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	0.6	$1.7M	-3%	31k	54.92	View chart
United Parcel Service CL B (UPS)	0.6	$1.7M		17k	99.19	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.5	$1.6M	-3%	48k	34.26	View chart
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB)	0.5	$1.6M	-2%	32k	48.66	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$1.5M	-4%	13k	120.18	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.5	$1.5M		38k	39.59	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)	0.5	$1.5M		35k	41.42	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.5	$1.4M	-2%	35k	39.12	View chart
First Tr Exchange-traded A Com Shs (FNX)	0.4	$1.3M	-5%	11k	125.98	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.4	$1.3M	-6%	4.8k	269.18	View chart
Vanguard World Consum Stp Etf (VDC)	0.4	$1.3M	-5%	6.0k	211.23	View chart
Broadcom (AVGO)	0.4	$1.2M		3.5k	346.10	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.4	$1.2M		3.2k	373.44	View chart
Innovator Etfs Trust Intrnl Dev Jan (IJAN)	0.4	$1.2M	-13%	33k	36.16	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	0.4	$1.2M		23k	50.76	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.4	$1.1M	-2%	25k	45.21	View chart
Innovator Etfs Trust Us Eqty Bufr Jun (BJUN)	0.4	$1.1M		24k	46.74	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.4	$1.1M		15k	72.62	View chart
Innovator Etfs Trust Us Eqty Buf Oct (BOCT)	0.4	$1.1M	+42%	22k	49.42	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.4	$1.1M	-4%	3.3k	323.01	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$1.1M	+3%	1.7k	627.18	View chart
McDonald's Corporation (MCD)	0.4	$1.1M		3.5k	305.66	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NOCT)	0.4	$1.1M	+9%	18k	57.92	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	0.3	$1.0M		22k	47.98	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.3	$1.0M		18k	56.62	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.3	$1.0M	+30%	20k	50.32	View chart
Invesco Exchange Traded Fd T S&p500 Eql Stp (RSPS)	0.3	$1.0M	-9%	35k	29.03	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	0.3	$964k		19k	50.04	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$928k	-2%	1.4k	684.94	View chart
Innovator Etfs Trust Us Eqty Bufr May (BMAY)	0.3	$925k		21k	44.82	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.3	$913k	+15%	24k	38.32	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)	0.3	$912k	-2%	18k	51.56	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.3	$896k		21k	41.88	View chart
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR)	0.3	$885k	-2%	25k	35.13	View chart
Microsoft Corporation (MSFT)	0.3	$876k		1.8k	483.69	View chart
First Tr Exchange Traded Intl Dev Strngth (FICS)	0.3	$875k	+9%	22k	40.11	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC)	0.3	$850k	+6%	26k	32.53	View chart
Amazon (AMZN)	0.3	$834k		3.6k	230.82	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)	0.3	$832k	+3%	16k	51.18	View chart
First Tr Exchange-traded Growth Strength (FTGS)	0.3	$812k	-2%	23k	35.35	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJUL)	0.3	$800k	-2%	25k	31.70	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR)	0.3	$793k	-2%	24k	33.00	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)	0.3	$788k		15k	53.45	View chart
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)	0.3	$781k		15k	53.05	View chart
Innovator Etfs Trust GRWT100 PWR BF (NAPR)	0.3	$777k	-2%	15k	53.70	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.2	$748k		16k	47.02	View chart
Pgim Rock Etf Tr Laddered S&p 500 (PBFR)	0.2	$722k	+14%	25k	29.22	View chart
Pgim Rock Etf Tr Laddered S&p 500 (BUFP)	0.2	$711k	+33%	24k	30.12	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)	0.2	$708k		12k	57.06	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.2	$705k	-3%	11k	62.92	View chart
Innovator Etfs Trust Us Eqty Buf Dec (BDEC)	0.2	$694k	-16%	14k	49.56	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.2	$692k	-11%	9.7k	71.42	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.2	$686k		21k	33.51	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.2	$683k	-3%	17k	40.72	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.2	$666k	-4%	14k	46.43	View chart
Vanguard World Health Car Etf (VHT)	0.2	$613k	-5%	2.1k	287.85	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)	0.2	$607k		11k	55.92	View chart
JPMorgan Chase & Co. (JPM)	0.2	$599k		1.9k	322.31	View chart
Meta Platforms Cl A (META)	0.2	$563k		853.00	660.09	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY)	0.2	$557k		14k	41.29	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)	0.2	$530k	-3%	10k	51.75	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)	0.2	$527k		17k	31.84	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$524k		1.7k	313.00	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFY)	0.2	$524k	+4%	24k	22.24	View chart
First Tr Exchange-traded A Com Shs (FYX)	0.2	$516k	-5%	4.6k	113.15	View chart
Innovator Etfs Trust Intrnl Dev Aprl (IAPR)	0.2	$514k	-3%	17k	30.84	View chart
First Tr Exchng Traded Fd Vi Ft Vest Inte (YDEC)	0.2	$511k		20k	26.19	View chart
First Tr Exchng Traded Fd Vi Vest Buffered (BUFG)	0.2	$511k	-5%	19k	27.52	View chart
Willis Towers Watson SHS (WTW)	0.2	$504k		1.5k	328.60	View chart
Pgim Rock Etf Tr S&p 500 Buffer (FEBP)	0.2	$502k		16k	31.86	View chart
Innovator Etfs Trust Equity Dual Dire	0.2	$501k	NEW	23k	21.62	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$499k		1.6k	313.80	View chart
Johnson & Johnson (JNJ)	0.2	$497k	+36%	2.4k	206.97	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.2	$482k		11k	44.94	View chart
Merck & Co (MRK)	0.2	$477k		4.5k	105.26	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)	0.2	$476k		13k	35.84	View chart
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH)	0.2	$464k		15k	31.85	View chart
Innovator Etfs Trust Us Eqty Buf Nov (BNOV)	0.2	$459k	+7%	10k	44.46	View chart
Mastercard Incorporated Cl A (MA)	0.2	$454k		796.00	570.88	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)	0.1	$451k	-2%	10k	44.42	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$441k	-25%	904.00	487.61	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.1	$427k		8.9k	47.93	View chart
Innovator Etfs Trust Us Equity Accele (XBAP)	0.1	$414k	-2%	11k	38.67	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP)	0.1	$412k		11k	38.74	View chart
Oracle Corporation (ORCL)	0.1	$411k		2.1k	194.91	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$406k	+534%	1.6k	252.92	View chart
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)	0.1	$404k		3.9k	102.31	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$400k		15k	26.91	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$394k	+65%	1.4k	290.24	View chart
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ)	0.1	$393k		15k	26.53	View chart
Innovator Etfs Trust Intl Dev Pwr Buf (INOV)	0.1	$389k	+507%	11k	34.54	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC)	0.1	$387k	-2%	9.5k	40.92	View chart
Aim Etf Products Trust Allianzim Us Equ (OCTW)	0.1	$386k	-11%	9.9k	39.00	View chart
First Tr Exchng Traded Fd Vi Vest Laddered Sm (BUFS)	0.1	$386k	+6%	17k	22.84	View chart
Spdr Series Trust State Street Spd (SDY)	0.1	$384k	-9%	2.8k	139.16	View chart
Us Bancorp Del Com New (USB)	0.1	$378k	-2%	7.1k	53.36	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.1	$376k		9.9k	37.87	View chart
Innovator Etfs Trust Intl Developed P (IMAY)	0.1	$371k	-2%	12k	29.90	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.1	$369k	-26%	8.5k	43.38	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT)	0.1	$369k	+33%	7.5k	48.99	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)	0.1	$362k		7.6k	47.47	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasdaq 1 (QCAP)	0.1	$359k		15k	23.71	View chart
Abbvie (ABBV)	0.1	$355k		1.6k	228.56	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GDEC)	0.1	$351k		9.3k	37.82	View chart
Innovator Etfs Trust Equity Dual Nov	0.1	$350k	NEW	18k	19.17	View chart
First Tr Exchng Traded Fd Vi Vest Nasdaq 100 (QMMY)	0.1	$335k		13k	25.04	View chart
Pgim Rock Etf Tr S&p 500 Buffer (JULP)	0.1	$332k		11k	30.82	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.1	$331k	+912%	7.5k	43.92	View chart
Home Depot (HD)	0.1	$329k		957.00	344.05	View chart
Wal-Mart Stores (WMT)	0.1	$329k	-3%	3.0k	111.40	View chart
First Tr Exchng Traded Fd Vi Ft Vest Int June (YJUN)	0.1	$323k	-3%	13k	25.64	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.1	$315k	-7%	6.3k	49.86	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR)	0.1	$314k		7.7k	40.94	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$303k		4.9k	62.48	View chart
Innovator Etfs Trust Equity Defined P (ZMAY)	0.1	$303k		12k	25.43	View chart
Innovator Etfs Trust Innovator Gw 100 (NJUN)	0.1	$297k		9.4k	31.52	View chart
Innovator Etfs Trust Innovator Gw 100 (NFEB)	0.1	$294k		11k	28.03	View chart
Innovator Etfs Trust Growth 100 Power (NMAY)	0.1	$292k	-8%	11k	27.84	View chart
Profesionally Managed Portfo Akre Focus Etf	0.1	$291k	NEW	4.4k	65.51	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.1	$290k		5.5k	52.95	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$289k		3.0k	96.27	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GFEB)	0.1	$287k		6.9k	41.53	View chart
Servicenow (NOW)	0.1	$284k	NEW	1.9k	153.19	View chart
Pgim Rock Etf Tr S&p 500 Buffer (PBAP)	0.1	$283k	-4%	9.8k	28.98	View chart
First Tr Exchng Traded Fd Vi Ft Vest Inter Eq (YMAR)	0.1	$280k		10k	27.02	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$278k	+3%	9.4k	29.61	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)	0.1	$278k		6.7k	41.33	View chart
Pgim Rock Etf Tr S&p 500 Buffer (PBMR)	0.1	$278k		9.1k	30.50	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$272k		10k	27.21	View chart
First Tr Exchange-traded A Com Shs (FEX)	0.1	$267k		2.3k	118.62	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$263k		783.00	335.19	View chart
Cbre Group Cl A (CBRE)	0.1	$257k		1.6k	160.79	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QSPT)	0.1	$256k		8.1k	31.68	View chart
Innovator Etfs Trust Us Eqty Ultra B (UOCT)	0.1	$246k	NEW	6.3k	39.04	View chart
Pgim Rock Etf Tr S&p 500 Buffer (JUNP)	0.1	$243k		8.0k	30.57	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$237k	+122%	1.2k	190.99	View chart
Aim Etf Products Trust Us Lrgcp B20 Jul (JULW)	0.1	$237k	-2%	6.0k	39.12	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (MARM)	0.1	$236k		7.1k	33.05	View chart
Pgim Rock Etf Tr S&p 500 Buffer (PBFB)	0.1	$235k		7.7k	30.44	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.1	$234k	+12%	8.9k	26.24	View chart
Pgim Rock Etf Tr S&p 500 Buffer (AUGP)	0.1	$231k		7.4k	31.11	View chart
Innovator Etfs Trust International De (IDEC)	0.1	$230k	+55%	7.1k	32.29	View chart
Innovator Etfs Trust Us Eqty Accelrt9 (XBOC)	0.1	$227k	+18%	6.8k	33.55	View chart
Raytheon Technologies Corp (RTX)	0.1	$227k		1.2k	183.40	View chart
Nike CL B (NKE)	0.1	$224k		3.5k	63.71	View chart
Eli Lilly & Co. (LLY)	0.1	$224k		208.00	1074.81	View chart
Innovator Etfs Trust Equity Dual Dire	0.1	$219k	NEW	11k	19.15	View chart
Pgim Rock Etf Tr S&p 500 Buffer (APRP)	0.1	$218k		7.3k	29.72	View chart
First Tr Exchange-traded A Com Shs (FTA)	0.1	$217k		2.5k	86.14	View chart
Innovator Etfs Trust Us Eqty Ultra Bu (UNOV)	0.1	$211k	+1375%	5.5k	38.06	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$210k		812.00	257.99	View chart
Aim Etf Products Trust Us Lrgcp B20 Apr (APRW)	0.1	$209k		6.0k	34.86	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$208k	-5%	2.0k	103.55	View chart
Innovator Etfs Trust Us Small Cap Pow (KMAY)	0.1	$206k	-3%	7.3k	28.29	View chart
Aim Etf Products Trust Allianzim Us Equ (JANW)	0.1	$206k		5.6k	37.01	View chart
Innovator Etfs Trust Innovator Intl D (IJUN)	0.1	$203k		6.9k	29.22	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG)	0.1	$200k		5.1k	39.26	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$196k		623.00	314.62	View chart
Innovator Etfs Trust Growth 100 Power (NSEP)	0.1	$195k		6.7k	29.22	View chart
Pgim Rock Etf Tr S&p 500 Buffer (PBJL)	0.1	$195k		6.5k	29.97	View chart
Spdr Series Trust State Street Spd (MDYV)	0.1	$193k		2.3k	84.65	View chart
Innovator Etfs Trust Us Eqty Ultra B (UDEC)	0.1	$190k	+771%	4.8k	39.64	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.1	$187k	-4%	4.5k	41.78	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN)	0.1	$183k		4.6k	39.60	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.1	$183k		4.2k	43.72	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUN)	0.1	$181k		4.2k	42.95	View chart
Innovator Etfs Trust Us Eqt Aclrtd 9 (XBJL)	0.1	$181k		4.7k	38.26	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$179k		2.1k	83.75	View chart
Innovator Etfs Trust Intl Developed (IAUG)	0.1	$177k		6.2k	28.46	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (SAUG)	0.1	$174k		6.8k	25.51	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV)	0.1	$174k	+6%	4.4k	39.72	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$173k		3.7k	46.59	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.1	$171k		5.4k	31.51	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.1	$171k	-7%	3.7k	45.89	View chart
Innovator Etfs Trust Innovator Us Sma (KJUN)	0.1	$170k		6.1k	27.92	View chart
Pgim Rock Etf Tr S&p 500 Buffer (MAYP)	0.1	$170k		5.5k	30.91	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (SMAY)	0.1	$169k		6.5k	25.97	View chart
First Tr Exchng Traded Fd Vi Ft Vest Eq Enhan (XFEB)	0.1	$169k		4.7k	35.72	View chart
Innovator Etfs Trust Growth 100 Pwr B (NAUG)	0.1	$168k		5.7k	29.57	View chart
Pgim Rock Etf Tr S&p 500 Buffer (PBJA)	0.1	$167k	-5%	5.4k	30.88	View chart
Chevron Corporation (CVX)	0.1	$163k		1.1k	152.41	View chart
Procter & Gamble Company (PG)	0.1	$160k		1.1k	143.31	View chart
Ge Aerospace Com New (GE)	0.1	$160k		519.00	308.01	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.1	$158k		2.4k	66.80	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$158k	-12%	401.00	393.92	View chart
Innovator Etfs Trust Us Small Cap Pwr (KDEC)	0.1	$157k	+93%	6.1k	25.54	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.1	$156k		257.00	605.01	View chart
Innovator Etfs Trust Us Eqty Ultra B (USEP)	0.1	$155k		3.9k	39.33	View chart
International Business Machines (IBM)	0.1	$154k		519.00	296.49	View chart
Innovator Etfs Trust Emrgng Mkt Jan (EJAN)	0.1	$154k	-10%	4.6k	33.79	View chart
Pgim Rock Etf Tr S&p 500 Buffer (MRCP)	0.1	$153k		4.8k	32.02	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$153k		2.8k	54.78	View chart
Innovator Etfs Trust Innovator Inter (ISEP)	0.0	$149k		4.6k	32.59	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.0	$147k	+247%	2.9k	51.14	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (XMAR)	0.0	$147k	-6%	3.7k	39.93	View chart
First Tr Exchange-traded SHS (FDL)	0.0	$147k		3.3k	44.33	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	0.0	$147k		5.8k	25.17	View chart
S&p Global (SPGI)	0.0	$147k		281.00	522.59	View chart
Wintrust Financial Corporation (WTFC)	0.0	$144k		1.0k	139.82	View chart
Pgim Rock Etf Tr Laddered Nasdaq (PBQQ)	0.0	$141k	+173%	4.9k	28.83	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (SNOV)	0.0	$141k	+51%	5.7k	24.72	View chart
First Tr Exchng Traded Fd Vi Ft Vest Int Eq M (YSEP)	0.0	$137k	-2%	5.2k	26.02	View chart
Quanta Services (PWR)	0.0	$135k		320.00	422.06	View chart
Goldman Sachs (GS)	0.0	$134k		152.00	879.24	View chart
Innovator Etfs Trust Growth 100 Pwr B (NDEC)	0.0	$132k	+150%	4.8k	27.74	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$130k		2.4k	53.76	View chart
First Tr Exchng Traded Fd Vi Vest U S Equity (RSJN)	0.0	$128k		3.7k	34.34	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$128k	-2%	892.00	143.49	View chart
Ishares Tr Residential Mult (REZ)	0.0	$128k		1.5k	82.64	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)	0.0	$128k		2.7k	47.72	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)	0.0	$128k	-21%	2.9k	43.26	View chart
Ge Vernova (GEV)	0.0	$127k	+50%	194.00	653.57	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.0	$124k	-7%	1.7k	75.05	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Small (SFEB)	0.0	$124k		5.3k	23.50	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.0	$124k		960.00	128.83	View chart
Innovator Etfs Trust Us Small Cap Pwr (KAUG)	0.0	$124k		4.7k	26.53	View chart
Virtus Etf Tr Ii Virtus Us Qlty (JOET)	0.0	$121k		2.9k	42.00	View chart
Spdr Series Trust State Street Spd (MDYG)	0.0	$120k		1.3k	92.42	View chart

Past Filings by DHJJ Financial Advisors

SEC 13F filings are viewable for DHJJ Financial Advisors going back to 2020

DHJJ Financial Advisors 2025 Q4 filed Jan. 23, 2026
DHJJ Financial Advisors 2025 Q3 filed Oct. 20, 2025
DHJJ Financial Advisors 2025 Q2 filed July 21, 2025
DHJJ Financial Advisors 2025 Q1 filed April 18, 2025
DHJJ Financial Advisors 2024 Q4 filed Jan. 30, 2025
DHJJ Financial Advisors 2024 Q3 filed Oct. 22, 2024
DHJJ Financial Advisors 2024 Q2 filed July 12, 2024
DHJJ Financial Advisors 2024 Q1 filed April 11, 2024
DHJJ Financial Advisors 2023 Q4 filed Jan. 30, 2024
DHJJ Financial Advisors 2023 Q3 filed Oct. 10, 2023
DHJJ Financial Advisors 2023 Q2 filed July 28, 2023
DHJJ Financial Advisors 2023 Q1 filed May 2, 2023
DHJJ Financial Advisors 2022 Q4 filed Feb. 3, 2023
DHJJ Financial Advisors 2022 Q3 filed Nov. 14, 2022
DHJJ Financial Advisors 2022 Q2 filed Aug. 4, 2022
DHJJ Financial Advisors 2022 Q1 filed May 12, 2022

View all past filings

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