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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, IWM, and represent 28.36% of DHJJ Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: RDVY, JPST, DFAI, IWM, XMHQ, XSHQ, QQQ, NSEP, JULP, SCHB.
Started 56 new stock positions in RIO, GPIX, Pgim Rock Etf Tr, QQQM, SMOT, AUGM, LCID, Cohen & Steers Infrastructur, VXX, JULM.
Reduced shares in these 10 stocks: FVD, FTCS, IWF, AAPL, BOCT, MOAT, IJH, NDEC, SCHG, Trueshares Structured Outcome.
Sold out of its positions in GOLF, BPPTU, BYND, BILL, BRO, CGC, SIXG, WATT, FAST, FENI.
DHJJ Financial Advisors was a net buyer of stock by $724k.
DHJJ Financial Advisors has $295M in assets under management (AUM), dropping by 6.46%.
Central Index Key (CIK): 0001844716

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Portfolio Holdings for DHJJ Financial Advisors

DHJJ Financial Advisors holds 1003 positions in its portfolio as reported in the September 2025 quarterly 13F filing

DHJJ Financial Advisors has 1003 total positions. Only the first 250 positions are shown.

Sign up to view all of the DHJJ Financial Advisors Sept. 30, 2025 positions
Download the DHJJ Financial Advisors September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ)	11.6	$34M		57k	600.37	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	6.7	$20M		304k	65.26	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	3.6	$11M		335k	31.91	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	3.6	$11M		384k	27.30	View chart
Ishares Tr Russell 2000 Etf (IWM)	2.8	$8.2M	+3%	34k	241.96	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	2.8	$8.1M	+8%	160k	50.73	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	2.5	$7.3M	-4%	16k	468.40	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	2.5	$7.3M	+3%	70k	104.96	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.4	$7.1M		33k	215.79	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	2.0	$5.9M		200k	29.64	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.6	$4.8M		7.2k	666.14	View chart
Apple (AAPL)	1.3	$3.9M	-3%	16k	254.62	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.3	$3.8M		135k	27.90	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.3	$3.7M		159k	23.28	View chart
First Tr Exchange-traded SHS (FVD)	1.2	$3.6M	-41%	79k	46.24	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	1.1	$3.4M		64k	53.02	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcap Qty (XSHQ)	1.1	$3.3M	+6%	76k	43.03	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	1.1	$3.3M	+185%	48k	67.26	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	1.1	$3.2M		61k	52.89	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.1	$3.2M	+4%	123k	25.71	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.1	$3.1M	+21%	85k	36.35	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	1.0	$3.0M		29k	103.07	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.8	$2.5M		55k	44.58	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.8	$2.4M	-41%	25k	93.64	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.8	$2.4M	-3%	51k	46.08	View chart
Caterpillar (CAT)	0.8	$2.3M		4.9k	477.12	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.8	$2.3M		26k	88.96	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.7	$2.1M		49k	42.47	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.7	$2.0M		20k	98.59	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	0.6	$1.7M	+2%	36k	48.29	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	0.6	$1.7M		32k	53.19	View chart
NVIDIA Corporation (NVDA)	0.6	$1.7M		9.0k	186.59	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.6	$1.6M	+2%	49k	33.42	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$1.6M	-2%	13k	118.83	View chart
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB)	0.5	$1.6M		33k	47.25	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KOCT)	0.5	$1.5M	-2%	45k	33.02	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.5	$1.5M		38k	38.90	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)	0.5	$1.4M		36k	40.35	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.5	$1.4M	-2%	5.1k	279.84	View chart
First Tr Exchange-traded A Com Shs (FNX)	0.5	$1.4M		11k	125.41	View chart
United Parcel Service CL B (UPS)	0.5	$1.4M		17k	83.53	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.5	$1.4M		36k	38.36	View chart
Innovator Etfs Trust Intrnl Dev Jan (IJAN)	0.5	$1.4M		39k	35.19	View chart
Vanguard World Consum Stp Etf (VDC)	0.5	$1.4M		6.3k	213.72	View chart
Broadcom (AVGO)	0.4	$1.2M		3.6k	329.91	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.4	$1.2M		3.2k	365.44	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	0.4	$1.1M	+6%	23k	49.66	View chart
Invesco Exchange Traded Fd T S&p500 Eql Stp (RSPS)	0.4	$1.1M		38k	29.23	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.4	$1.1M		3.5k	320.08	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.4	$1.1M		26k	42.96	View chart
Innovator Etfs Trust Us Eqty Bufr Jun (BJUN)	0.4	$1.1M		24k	45.74	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.4	$1.1M		15k	71.11	View chart
McDonald's Corporation (MCD)	0.4	$1.1M		3.5k	303.90	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	0.4	$1.0M		22k	46.91	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.3	$1.0M		19k	55.15	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$1.0M	+5%	1.6k	612.44	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NOCT)	0.3	$949k	-5%	17k	56.81	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	0.3	$948k		19k	48.99	View chart
Microsoft Corporation (MSFT)	0.3	$945k		1.8k	518.02	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$927k	-4%	1.4k	669.30	View chart
Innovator Etfs Trust Us Eqty Bufr May (BMAY)	0.3	$920k		21k	43.82	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)	0.3	$913k	+9%	18k	50.54	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.3	$884k		22k	41.15	View chart
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR)	0.3	$879k		26k	34.20	View chart
First Tr Exchange-traded Growth Strength (FTGS)	0.3	$849k		24k	35.91	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.3	$806k	-2%	11k	73.48	View chart
Innovator Etfs Trust Us Eqty Buf Dec (BDEC)	0.3	$804k		17k	47.93	View chart
Amazon (AMZN)	0.3	$801k	-2%	3.6k	219.57	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJUL)	0.3	$800k	+3%	26k	30.96	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR)	0.3	$789k		25k	32.18	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.3	$784k	+6%	16k	50.27	View chart
Innovator Etfs Trust GRWT100 PWR BF (NAPR)	0.3	$784k		15k	52.65	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.3	$782k	+18%	21k	38.02	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)	0.3	$774k	-2%	16k	49.24	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)	0.3	$770k		15k	52.25	View chart
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)	0.3	$769k		15k	51.59	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC)	0.3	$764k		25k	31.12	View chart
First Tr Exchange Traded Intl Dev Strngth (FICS)	0.3	$758k		20k	38.14	View chart
Innovator Etfs Trust Us Eqty Buf Oct (BOCT)	0.3	$755k	-14%	16k	48.42	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.3	$742k		16k	45.80	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.2	$718k		12k	61.92	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)	0.2	$695k		12k	55.95	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.2	$688k		17k	39.69	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.2	$683k	+3%	15k	45.60	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.2	$669k	+10%	21k	32.69	View chart
Meta Platforms Cl A (META)	0.2	$626k		853.00	734.38	View chart
Pgim Rock Etf Tr Laddered S&p 500 (PBFR)	0.2	$617k	+8%	22k	28.59	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)	0.2	$601k	+12%	11k	54.73	View chart
Oracle Corporation (ORCL)	0.2	$593k		2.1k	281.24	View chart
JPMorgan Chase & Co. (JPM)	0.2	$587k		1.9k	315.51	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$584k		1.2k	479.42	View chart
Vanguard World Health Car Etf (VHT)	0.2	$584k		2.3k	259.60	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY)	0.2	$546k		14k	40.47	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)	0.2	$534k	-2%	11k	50.16	View chart
Willis Towers Watson SHS (WTW)	0.2	$530k		1.5k	345.45	View chart
First Tr Exchng Traded Fd Vi Vest Buffered (BUFG)	0.2	$529k	-4%	20k	26.94	View chart
First Tr Exchange-traded A Com Shs (FYX)	0.2	$524k		4.8k	108.99	View chart
Pgim Rock Etf Tr Laddered S&p 500 (BUFP)	0.2	$520k	+13%	18k	29.37	View chart
Innovator Etfs Trust Intrnl Dev Aprl (IAPR)	0.2	$520k		17k	30.07	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)	0.2	$515k		17k	31.11	View chart
First Tr Exchng Traded Fd Vi Ft Vest Inte (YDEC)	0.2	$501k		20k	25.68	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFY)	0.2	$489k		23k	21.73	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.2	$488k		12k	42.02	View chart
Pgim Rock Etf Tr S&p 500 Buffer (FEBP)	0.2	$488k		16k	30.96	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.2	$474k		11k	43.91	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)	0.2	$461k		13k	34.84	View chart
Mastercard Incorporated Cl A (MA)	0.2	$459k	-2%	806.00	568.81	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)	0.2	$453k		10k	43.50	View chart
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH)	0.1	$436k		15k	29.39	View chart
Aim Etf Products Trust Us Lrgcp B20 Oct (OCTW)	0.1	$431k	-3%	11k	38.33	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.1	$426k	-7%	3.0k	140.03	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.1	$424k	-10%	8.9k	47.51	View chart
Innovator Etfs Trust Us Eqty Buf Nov (BNOV)	0.1	$419k	-4%	9.6k	43.50	View chart
Innovator Etfs Trust Us Equity Accele (XBAP)	0.1	$414k		11k	37.86	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$408k		1.7k	243.10	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP)	0.1	$405k	+8%	11k	38.08	View chart
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)	0.1	$398k		3.9k	101.61	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$392k	-2%	15k	26.34	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC)	0.1	$391k		9.7k	40.10	View chart
Home Depot (HD)	0.1	$388k	-3%	957.00	405.10	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$388k	-3%	1.6k	243.55	View chart
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ)	0.1	$381k		15k	25.90	View chart
Merck & Co (MRK)	0.1	$380k		4.5k	83.93	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.1	$380k		9.9k	38.29	View chart
Innovator Etfs Trust Intl Developed P (IMAY)	0.1	$369k		13k	29.04	View chart
Abbvie (ABBV)	0.1	$360k		1.6k	231.57	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasdaq 1 (QCAP)	0.1	$359k		15k	23.31	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)	0.1	$359k		7.7k	46.39	View chart
First Tr Exchng Traded Fd Vi Vest Laddered Sm (BUFS)	0.1	$355k		16k	22.47	View chart
Us Bancorp Del Com New (USB)	0.1	$352k		7.3k	48.33	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GDEC)	0.1	$337k		9.2k	36.68	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.1	$332k		6.8k	48.86	View chart
First Tr Exchng Traded Fd Vi Vest Nasdaq 100 (QMMY)	0.1	$327k		13k	24.49	View chart
First Tr Exchng Traded Fd Vi Ft Vest Int June (YJUN)	0.1	$326k		13k	25.07	View chart
Johnson & Johnson (JNJ)	0.1	$326k		1.8k	185.45	View chart
Pgim Rock Etf Tr S&p 500 Buffer (JULP)	0.1	$325k	+71%	11k	30.14	View chart
Wal-Mart Stores (WMT)	0.1	$315k	-8%	3.1k	103.05	View chart
Innovator Etfs Trust Growth 100 Power (NMAY)	0.1	$313k		12k	27.28	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR)	0.1	$307k		7.7k	40.10	View chart
Innovator Etfs Trust Equity Defined P (ZMAY)	0.1	$299k		12k	25.11	View chart
Pgim Rock Etf Tr S&p 500 Buffer (PBAP)	0.1	$292k		10k	28.42	View chart
Innovator Etfs Trust Innovator Gw 100 (NJUN)	0.1	$290k		9.4k	30.80	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$290k		3.0k	96.55	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$289k		4.8k	59.92	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GFEB)	0.1	$286k		7.0k	40.57	View chart
Innovator Etfs Trust Innovator Gw 100 (NFEB)	0.1	$285k		11k	27.20	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.1	$284k	+35%	5.5k	51.91	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.1	$275k		4.0k	68.58	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)	0.1	$273k	+51%	6.7k	40.56	View chart
Pgim Rock Etf Tr S&p 500 Buffer (PBMR)	0.1	$272k		9.1k	29.83	View chart
First Tr Exchng Traded Fd Vi Ft Vest Inter Eq (YMAR)	0.1	$272k		10k	26.26	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT)	0.1	$268k		5.6k	47.51	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$263k	-8%	9.0k	29.11	View chart
First Tr Exchange-traded A Com Shs (FEX)	0.1	$263k	-4%	2.3k	116.82	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$263k		10k	26.30	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$254k		775.00	328.20	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QSPT)	0.1	$253k	+12%	8.1k	31.05	View chart
Cbre Group Cl A (CBRE)	0.1	$252k		1.6k	157.56	View chart
Nike CL B (NKE)	0.1	$245k	-2%	3.5k	69.73	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$241k		820.00	293.74	View chart
Pgim Rock Etf Tr S&p 500 Buffer (JUNP)	0.1	$238k		8.0k	29.89	View chart
Aim Etf Products Trust Us Lrgcp B20 Jul (JULW)	0.1	$238k	-4%	6.2k	38.41	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (MARM)	0.1	$233k	-4%	7.1k	32.60	View chart
Pgim Rock Etf Tr S&p 500 Buffer (PBFB)	0.1	$229k		7.7k	29.71	View chart
Pgim Rock Etf Tr S&p 500 Buffer (AUGP)	0.1	$226k	+108%	7.4k	30.45	View chart
Pgim Rock Etf Tr S&p 500 Buffer (APRP)	0.1	$213k		7.3k	29.05	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$210k	-32%	2.1k	99.09	View chart
First Tr Exchange-traded A Com Shs (FTA)	0.1	$210k		2.5k	83.31	View chart
Innovator Etfs Trust Us Small Cap Pow (KMAY)	0.1	$208k		7.5k	27.58	View chart
Aim Etf Products Trust Us Lrgcp B20 Apr (APRW)	0.1	$207k	-5%	6.0k	34.23	View chart
Raytheon Technologies Corp (RTX)	0.1	$207k		1.2k	167.33	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$206k		810.00	254.29	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.1	$205k	-6%	7.9k	25.85	View chart
Aim Etf Products Trust Us Lrgcp B20 Jan (JANW)	0.1	$201k	-5%	5.6k	36.14	View chart
Innovator Etfs Trust Innovator Intl D (IJUN)	0.1	$199k		7.0k	28.40	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG)	0.1	$196k	+51%	5.1k	38.61	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.1	$193k		4.7k	41.06	View chart
Innovator Etfs Trust Growth 100 Power (NSEP)	0.1	$191k	+698%	6.7k	28.67	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$191k		622.00	307.63	View chart
Pgim Rock Etf Tr S&p 500 Buffer (PBJL)	0.1	$191k	+75%	6.5k	29.40	View chart
Spdr Series Trust S&p 400 Mdcp Val (MDYV)	0.1	$191k		2.3k	83.41	View chart
Innovator Etfs Trust Us Eqty Accelrt9 (XBOC)	0.1	$188k		5.7k	32.80	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$181k		456.00	396.15	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.1	$179k	+40%	4.2k	42.95	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$179k	-20%	2.1k	84.11	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN)	0.1	$179k		4.6k	38.88	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUN)	0.1	$178k	+4%	4.2k	42.20	View chart
Innovator Etfs Trust Us Eqt Aclrtd 9 (XBJL)	0.1	$177k		4.7k	37.45	View chart
Innovator Etfs Trust Intl Developed (IAUG)	0.1	$174k	+160%	6.2k	27.87	View chart
Pgim Rock Etf Tr S&p 500 Buffer (PBJA)	0.1	$172k		5.7k	30.12	View chart
Procter & Gamble Company (PG)	0.1	$172k		1.1k	153.65	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (SAUG)	0.1	$171k	+33%	6.8k	25.04	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.1	$169k		5.4k	31.16	View chart
Innovator Etfs Trust Emrgng Mkt Jan (EJAN)	0.1	$169k		5.1k	33.21	View chart
Innovator Etfs Trust Innovator Us Sma (KJUN)	0.1	$169k		6.2k	27.29	View chart
Pgim Rock Etf Tr S&p 500 Buffer (MAYP)	0.1	$166k		5.5k	30.25	View chart
Chevron Corporation (CVX)	0.1	$166k		1.1k	155.29	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$166k		3.7k	44.69	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (SMAY)	0.1	$165k		6.5k	25.33	View chart
First Tr Exchng Traded Fd Vi Ft Vest Eq Enhan (XFEB)	0.1	$165k		4.7k	34.95	View chart
Innovator Etfs Trust Growth 100 Pwr B (NAUG)	0.1	$165k	+181%	5.7k	28.95	View chart
Fiserv (FI)	0.1	$162k		1.3k	128.93	View chart
Eli Lilly & Co. (LLY)	0.1	$159k		208.00	763.10	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)	0.1	$158k		3.7k	42.13	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV)	0.1	$157k		4.1k	38.05	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.1	$156k		2.4k	65.91	View chart
Ge Aerospace Com New (GE)	0.1	$156k	-3%	518.00	300.80	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (XMAR)	0.1	$155k		4.0k	39.22	View chart
Innovator Etfs Trust Us Eqty Ultra B (USEP)	0.1	$152k	+230%	3.9k	38.67	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$150k		2.8k	53.88	View chart
Pgim Rock Etf Tr S&p 500 Buffer (MRCP)	0.1	$149k		4.8k	31.18	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	0.0	$147k	-34%	5.8k	25.19	View chart
International Business Machines (IBM)	0.0	$147k		519.00	282.42	View chart
Innovator Etfs Trust Innovator Inter (ISEP)	0.0	$146k	+229%	4.6k	31.87	View chart
First Tr Exchange-traded SHS (FDL)	0.0	$144k		3.3k	43.40	View chart
Innovator Etfs Trust International De (IDEC)	0.0	$142k	-26%	4.6k	31.07	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.0	$142k	-13%	259.00	546.75	View chart
First Tr Exchng Traded Fd Vi Ft Vest Int Eq M (YSEP)	0.0	$137k	+19%	5.4k	25.50	View chart
Wintrust Financial Corporation (WTFC)	0.0	$137k		1.0k	132.44	View chart
S&p Global (SPGI)	0.0	$137k		281.00	486.71	View chart
Quanta Services (PWR)	0.0	$133k		320.00	414.42	View chart
Ishares Tr Residential Mult (REZ)	0.0	$131k	-24%	1.5k	84.97	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.0	$131k		1.8k	73.28	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$131k	-38%	2.4k	54.18	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$129k		917.00	140.98	View chart
First Tr Exchng Traded Fd Vi Vest U S Equity (RSJN)	0.0	$126k	+6%	3.7k	33.81	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)	0.0	$125k		2.7k	46.54	View chart
Virtus Etf Tr Ii Virtus Us Qlty (JOET)	0.0	$123k		2.9k	43.01	View chart
Goldman Sachs (GS)	0.0	$121k		152.00	796.57	View chart
Innovator Etfs Trust Us Small Cap Pwr (KAUG)	0.0	$121k	+97%	4.7k	26.00	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.0	$121k		960.00	125.95	View chart
Sherwin-Williams Company (SHW)	0.0	$121k		348.00	346.26	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Small (SFEB)	0.0	$120k	-4%	5.3k	22.80	View chart
Lockheed Martin Corporation (LMT)	0.0	$120k		240.00	499.21	View chart
Spdr Series Trust S&P 400 MDCP GRW (MDYG)	0.0	$118k		1.3k	91.54	View chart
Walt Disney Company (DIS)	0.0	$117k		1.0k	114.45	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.0	$117k		3.2k	36.81	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$116k		1.8k	65.92	View chart
Broadridge Financial Solutions (BR)	0.0	$114k		478.00	238.17	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR)	0.0	$114k		2.9k	39.25	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.0	$113k	+7%	2.0k	57.46	View chart
Innovator Etfs Trust Growth 100 Pwr B (NMAR)	0.0	$113k	-2%	3.9k	28.76	View chart
Deere & Company (DE)	0.0	$112k		245.00	457.26	View chart
First Tr Exchange Traded Consumr Staple (FXG)	0.0	$112k		1.8k	62.66	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.0	$110k		2.9k	38.57	View chart
First Tr Exchng Traded Fd Vi Vest Us Eqty Eql (RSMR)	0.0	$109k		5.0k	21.54	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$108k		1.5k	71.37	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.0	$108k	-6%	2.6k	42.05	View chart
Costco Wholesale Corporation (COST)	0.0	$107k	-9%	116.00	925.72	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.0	$107k		2.2k	49.31	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 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
DHJJ Financial Advisors 2021 Q4 filed Jan. 21, 2022

View all past filings

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