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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, SCHD, SCHG, IWM, and represent 29.85% of DHJJ Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: IJR, AVGO, XSHQ, XMHQ, QCAP, SCHM, DGRW, BUFR, DFAI, SCHF.
Started 55 new stock positions in Kraneshares Tr, KJUN, XAPR, RBRK, SEPP, Innovator Etfs Trust, PBAP, IJUN, PBJL, Innovator Etfs Tr.
Reduced shares in these 10 stocks: IWO, FTCS, IJH, MOAT, VDC, SPLV, IWN, KOCT, NOCT, IWM.
Sold out of its positions in DJD, PGF, VRP, METV, MTBLY, XBI, SAVE, Virgin Galactic Holdings Inc virgin galactic holdings.
DHJJ Financial Advisors was a net buyer of stock by $3.1M.
DHJJ Financial Advisors has $253M in assets under management (AUM), dropping by 6.72%.
Central Index Key (CIK): 0001844716

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Portfolio Holdings for DHJJ Financial Advisors

DHJJ Financial Advisors holds 880 positions in its portfolio as reported in the September 2024 quarterly 13F filing

DHJJ Financial Advisors has 880 total positions. Only the first 250 positions are shown.

Sign up to view all of the DHJJ Financial Advisors Sept. 30, 2024 positions
Download the DHJJ Financial Advisors September 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ)	11.3	$29M		59k	488.07	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	7.8	$20M		315k	62.32	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	4.2	$11M	+2%	126k	84.53	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	3.6	$9.1M		87k	104.18	View chart
Ishares Tr Russell 2000 Etf (IWM)	3.0	$7.5M		34k	220.89	View chart
First Tr Value Line Divid In SHS (FVD)	2.7	$6.7M		148k	45.49	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	2.5	$6.4M		17k	375.38	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.5	$6.4M		32k	198.06	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	2.4	$6.0M	+5%	73k	83.09	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	2.2	$5.6M	+6%	55k	102.58	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	2.0	$5.1M	-11%	57k	90.80	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.7	$4.3M		7.5k	573.75	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.4	$3.5M		68k	51.50	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	1.3	$3.4M		72k	46.56	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.3	$3.2M	+7%	79k	41.12	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	1.3	$3.2M	-2%	67k	47.18	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.2	$3.0M		44k	66.52	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	1.1	$2.9M	+4%	27k	106.76	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	1.0	$2.4M	+2%	53k	45.70	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcap Qty (XSHQ)	0.9	$2.4M	+18%	55k	43.29	View chart
Apple (AAPL)	0.9	$2.3M		10k	233.00	View chart
United Parcel Service CL B (UPS)	0.9	$2.3M		17k	136.34	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.9	$2.2M		59k	37.70	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.8	$2.0M	+14%	24k	83.21	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.8	$1.9M		51k	37.86	View chart
Caterpillar (CAT)	0.8	$1.9M	-2%	4.9k	391.12	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	0.7	$1.7M		37k	46.46	View chart
First Tr Exchange-traded Nasd Tech Div (TDIV)	0.7	$1.7M		21k	80.30	View chart
Vanguard World Consum Stp Etf (VDC)	0.6	$1.6M	-9%	7.2k	218.47	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	0.6	$1.6M	-3%	37k	42.12	View chart
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB)	0.6	$1.5M		37k	41.96	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$1.5M	+3760%	13k	116.96	View chart
First Tr Mid Cap Core Alphad Com Shs (FNX)	0.6	$1.5M	-3%	13k	117.15	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)	0.6	$1.5M		40k	37.07	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KOCT)	0.6	$1.5M	-8%	48k	30.36	View chart
Invesco Exchange Traded Fd T S&p500 Eql Stp (RSPS)	0.6	$1.4M	-2%	44k	32.37	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.6	$1.4M	+19%	44k	31.78	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.5	$1.4M		38k	35.94	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.5	$1.3M		38k	35.24	View chart
Innovator Etfs Trust Intrnl Dev Jan (IJAN)	0.5	$1.2M		37k	32.97	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.5	$1.2M	-4%	5.6k	211.83	View chart
McDonald's Corporation (MCD)	0.4	$1.1M		3.5k	304.55	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$1.1M	+4%	2.0k	527.67	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.4	$1.0M		3.2k	314.41	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.4	$991k	-60%	3.5k	284.04	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	0.4	$989k		23k	43.37	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.4	$982k	+14%	16k	60.82	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.4	$955k		26k	37.37	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.4	$948k		20k	48.56	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	0.4	$939k	+5%	22k	43.68	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NOCT)	0.4	$917k	-12%	18k	49.91	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.4	$910k	+34%	30k	29.89	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.4	$900k	-14%	13k	71.73	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$894k	-2%	1.5k	576.82	View chart
Innovator Etfs Trust Us Eqty Bufr Jun (BJUN)	0.3	$867k		21k	40.70	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	0.3	$859k	+5%	20k	42.78	View chart
Innovator Etfs Trust Us Eqty Bufr May (BMAY)	0.3	$858k		22k	39.46	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR)	0.3	$848k		30k	28.63	View chart
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)	0.3	$801k		14k	58.27	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)	0.3	$785k		18k	44.94	View chart
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR)	0.3	$775k		24k	32.46	View chart
Innovator Etfs Trust Us Eqty Buf Oct (BOCT)	0.3	$765k	-2%	18k	42.45	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)	0.3	$735k	-2%	17k	43.78	View chart
Microsoft Corporation (MSFT)	0.3	$734k		1.7k	430.36	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.3	$732k	-2%	12k	59.21	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJUL)	0.3	$732k	+17%	25k	29.13	View chart
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)	0.3	$700k		16k	45.02	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.3	$680k		17k	41.32	View chart
Innovator Etfs Trust Us Eqty Buf Dec (BDEC)	0.3	$675k	-7%	16k	43.08	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$670k	-12%	13k	51.12	View chart
Vanguard World Health Car Etf (VHT)	0.3	$667k	-3%	2.4k	282.20	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.3	$652k		18k	36.04	View chart
Innovator Etfs Trust GRWT100 PWR BF (NAPR)	0.3	$650k		13k	48.64	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.3	$643k		17k	36.88	View chart
Broadcom (AVGO)	0.3	$642k	+900%	3.7k	172.50	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC)	0.2	$630k	-2%	24k	26.67	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.2	$625k	+16%	15k	40.48	View chart
Amazon (AMZN)	0.2	$614k		3.3k	186.33	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)	0.2	$596k	+5%	12k	48.11	View chart
Aim Etf Products Trust Us Lrgcp B20 Oct (OCTW)	0.2	$583k	-16%	17k	35.10	View chart
First Tr Exchange Traded Growth Strength (FTGS)	0.2	$565k	+23%	18k	31.22	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)	0.2	$563k		11k	50.52	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.2	$546k	+20%	19k	29.41	View chart
First Tr Exchng Traded Fd Vi Vest Buffered (BUFG)	0.2	$541k		23k	24.11	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.2	$533k	-25%	5.5k	96.96	View chart
Merck & Co (MRK)	0.2	$530k		4.7k	113.56	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.2	$521k	+16%	14k	36.38	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.2	$519k		3.7k	142.02	View chart
First Tr Exchange-traded Intl Dev Strngth (FICS)	0.2	$516k	+14%	14k	37.48	View chart
Willis Towers Watson SHS (WTW)	0.2	$515k		1.8k	294.53	View chart
Meta Platforms Cl A (META)	0.2	$508k		888.00	572.44	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)	0.2	$504k		11k	44.72	View chart
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH)	0.2	$503k		16k	32.23	View chart
First Tr Sml Cp Core Alpha F Com Shs (FYX)	0.2	$479k	-9%	4.8k	99.53	View chart
Us Bancorp Del Com New (USB)	0.2	$464k	-4%	10k	45.73	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$460k		1.2k	383.78	View chart
Tesla Motors (TSLA)	0.2	$457k		1.7k	261.63	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GDEC)	0.2	$456k		14k	33.20	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$454k		6.7k	67.85	View chart
First Tr Exchng Traded Fd Vi Ft Vest Inte (YDEC)	0.2	$450k		18k	24.80	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.2	$443k	-10%	13k	33.60	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.2	$434k	-14%	11k	38.31	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)	0.2	$432k		9.3k	46.51	View chart
Innovator Etfs Trust Us Eqty Buf Nov (BNOV)	0.2	$430k	-15%	11k	38.13	View chart
Home Depot (HD)	0.2	$422k		1.0k	405.03	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.2	$414k	+2%	8.4k	49.40	View chart
Innovator Etfs Trust Us Equity Accele (XBAP)	0.2	$414k		12k	33.37	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)	0.2	$413k		15k	27.01	View chart
Innovator Etfs Trust Intrnl Dev Aprl (IAPR)	0.2	$409k		14k	28.41	View chart
JPMorgan Chase & Co. (JPM)	0.2	$403k		1.9k	210.92	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.2	$403k	-16%	8.0k	50.22	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.2	$401k		10k	39.25	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)	0.2	$396k		9.8k	40.43	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY)	0.2	$388k		11k	36.24	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC)	0.1	$369k		10k	36.77	View chart
Mastercard Incorporated Cl A (MA)	0.1	$358k		724.00	493.80	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)	0.1	$356k		8.4k	42.26	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP)	0.1	$338k		9.8k	34.58	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasdaq 1 (QCAP)	0.1	$331k	NEW	15k	21.58	View chart
Nike CL B (NKE)	0.1	$318k		3.6k	88.40	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.1	$312k	-5%	13k	24.64	View chart
Aim Etf Products Trust Us Lrgcp B20 Apr (APRW)	0.1	$311k	-13%	9.7k	32.24	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$302k		1.8k	165.86	View chart
Oracle Corporation (ORCL)	0.1	$297k		1.7k	170.40	View chart
Abbvie (ABBV)	0.1	$292k		1.5k	197.48	View chart
Johnson & Johnson (JNJ)	0.1	$290k	-2%	1.8k	162.08	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.1	$280k	+3%	6.3k	44.12	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$276k		1.7k	167.19	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$274k		3.8k	71.76	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$274k		1.2k	237.21	View chart
Aim Etf Products Trust Us Lrgcp B20 Jul (JULW)	0.1	$272k	-7%	7.9k	34.54	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$271k		3.4k	80.38	View chart
First Tr Exchng Traded Fd Vi Ft Vest Int June (YJUN)	0.1	$270k		12k	22.88	View chart
Aim Etf Products Trust Us Lrgcp B20 Jan (JANW)	0.1	$268k	-3%	8.1k	32.94	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)	0.1	$265k		7.3k	36.03	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$264k		3.0k	88.14	View chart
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)	0.1	$262k		2.9k	90.20	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	0.1	$261k		10k	25.13	View chart
First Tr Lrge Cp Core Alpha Com Shs (FEX)	0.1	$257k		2.5k	104.17	View chart
Fiserv (FI)	0.1	$245k		1.4k	179.65	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT)	0.1	$244k	-17%	5.8k	42.26	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)	0.1	$238k		6.3k	38.05	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.1	$238k	-2%	9.5k	25.04	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GFEB)	0.1	$230k		6.3k	36.52	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QSPT)	0.1	$223k		8.3k	26.75	View chart
Pgim Rock Etf Tr Us Large Cap Buf (PBAP)	0.1	$223k	NEW	8.4k	26.69	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR)	0.1	$212k		5.8k	36.72	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$206k		779.00	263.83	View chart
Wal-Mart Stores (WMT)	0.1	$202k	-2%	2.5k	80.75	View chart
Cbre Group Cl A (CBRE)	0.1	$200k		1.6k	124.48	View chart
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)	0.1	$199k		2.5k	79.14	View chart
Pgim Rock Etf Tr Pgim Us Larg Cap (JULP)	0.1	$199k	NEW	7.5k	26.58	View chart
First Tr Exchng Traded Fd Vi Ft Vest Inter Eq (YMAR)	0.1	$198k		8.2k	24.25	View chart
Pgim Rock Etf Tr Pgim Us Large Cp (JUNP)	0.1	$196k	NEW	7.4k	26.54	View chart
Procter & Gamble Company (PG)	0.1	$196k		1.1k	173.20	View chart
Innovator Etfs Trust Emrgng Mkt Jan (EJAN)	0.1	$191k		6.1k	31.34	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.1	$185k	+68%	4.0k	45.75	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$182k		3.5k	52.81	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	0.1	$182k		2.3k	79.46	View chart
Ishares Tr Residential Mult (REZ)	0.1	$178k		2.0k	88.82	View chart
Innovator Etfs Trust Us Eqty Accelrt9 (XBOC)	0.1	$171k		5.7k	29.73	View chart
Pgim Rock Etf Tr Us Large Cap Buf (APRP)	0.1	$170k	NEW	6.3k	26.95	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$165k		3.4k	47.85	View chart
Pgim Rock Etf Tr Pgim Us Lrg Cap (PBMR)	0.1	$164k		6.1k	26.92	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$164k		481.00	340.48	View chart
Innovator Etfs Trust Us Eqt Aclrtd 9 (XBJL)	0.1	$164k		4.9k	33.48	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$161k	+3%	611.00	263.16	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$160k	-6%	4.7k	34.29	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$155k		3.7k	41.69	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$154k		544.00	283.40	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$154k		2.7k	57.84	View chart
First Tr Exchange Traded Consumr Staple (FXG)	0.1	$149k		2.2k	68.32	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)	0.1	$148k	NEW	4.9k	30.35	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.1	$148k		2.4k	62.34	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.1	$148k		379.00	389.12	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUN)	0.1	$147k	-4%	3.9k	38.04	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$147k	-22%	2.5k	59.87	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.1	$147k	-33%	4.0k	36.92	View chart
S&p Global (SPGI)	0.1	$145k		281.00	516.62	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.1	$141k		2.6k	54.48	View chart
First Tr Exchng Traded Fd Vi Ft Vest Eq Enhan (XFEB)	0.1	$141k		4.4k	32.11	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$141k		1.5k	91.93	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP)	0.1	$140k	-23%	3.5k	40.05	View chart
First Tr Morningstar Divid L SHS (FDL)	0.1	$139k	-8%	3.3k	41.95	View chart
Nushares Etf Tr Nuveen Shrt Term (NURE)	0.1	$137k		4.0k	33.91	View chart
Sherwin-Williams Company (SHW)	0.1	$133k		348.00	381.67	View chart
Innovator Etfs Trust Innovator Intl D (IJUN)	0.1	$132k	NEW	5.0k	26.13	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV)	0.1	$130k		3.8k	34.48	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (XMAR)	0.1	$129k		3.6k	35.49	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.1	$129k	-33%	3.1k	41.97	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN)	0.1	$129k		3.6k	35.42	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.1	$128k		2.8k	46.52	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$126k	-4%	2.3k	54.93	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT)	0.0	$121k		3.1k	39.03	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.0	$121k		2.0k	59.57	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (SAUG)	0.0	$121k	+5%	5.2k	23.37	View chart
First Tr Exchng Traded Fd Vi Vest Nasdaq 100 (QMMY)	0.0	$121k	NEW	5.8k	20.92	View chart
Innovator Etfs Trust Innovator Us Sma (KJUN)	0.0	$120k	NEW	4.5k	26.63	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)	0.0	$118k		2.8k	41.74	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$117k		915.00	128.18	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG)	0.0	$117k	+53%	3.4k	34.77	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$117k		330.00	353.48	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.0	$114k	+29%	3.0k	38.53	View chart
Wintrust Financial Corporation (WTFC)	0.0	$112k	+111%	1.0k	108.53	View chart
Nxp Semiconductors N V (NXPI)	0.0	$112k		466.00	240.01	View chart
First Tr Exchng Traded Fd Vi Ft Vest Int Eq M (YSEP)	0.0	$109k	-14%	4.8k	22.82	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN)	0.0	$108k		2.8k	38.17	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Small (SFEB)	0.0	$108k		5.1k	21.29	View chart
NVR (NVR)	0.0	$108k		11.00	9811.82	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	0.0	$107k		1.2k	87.75	View chart
Listed Fd Tr Trueshares Struc (SEPZ)	0.0	$107k	-14%	2.7k	38.90	View chart
Starbucks Corporation (SBUX)	0.0	$107k		1.1k	97.49	View chart
Broadridge Financial Solutions (BR)	0.0	$106k		492.00	215.03	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$102k		1.2k	83.62	View chart
Deere & Company (DE)	0.0	$102k		245.00	417.33	View chart
Walt Disney Company (DIS)	0.0	$102k		1.1k	96.15	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.0	$101k		4.0k	25.13	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.0	$99k	-2%	2.8k	35.03	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$99k		798.00	123.62	View chart
Virtus Etf Tr Ii Virtus Us Qlty (JOET)	0.0	$98k		2.7k	36.78	View chart
Pgim Rock Etf Tr Pgim Us Larg Cap (PBJL)	0.0	$98k	NEW	3.7k	26.37	View chart
First Tr Exchng Traded Fd Vi Vest Buffered (BUFT)	0.0	$96k		4.4k	22.11	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (SNOV)	0.0	$96k		4.2k	22.88	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$96k		1.5k	63.00	View chart
Pgim Rock Etf Tr Pgim Us Large Ca (AUGP)	0.0	$96k	NEW	3.6k	26.60	View chart
Quanta Services (PWR)	0.0	$95k		320.00	298.15	View chart
First Tr Exchng Traded Fd Vi Vest U S Equity (RSJN)	0.0	$94k	NEW	2.9k	32.21	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUN)	0.0	$93k	-22%	2.2k	42.56	View chart
Innovator Etfs Trust Innovator Gw 100 (NJUN)	0.0	$93k	NEW	3.5k	26.42	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.0	$92k	+21%	1.8k	50.74	View chart
Marsh & McLennan Companies (MMC)	0.0	$92k		410.00	223.09	View chart
Lennox International (LII)	0.0	$91k		150.00	604.29	View chart
Pgim Rock Etf Tr Pgim Us Large Ca (MAYP)	0.0	$90k	NEW	3.3k	27.28	View chart
First Tr Exchng Traded Fd Vi Vest Laddered Sm (BUFS)	0.0	$89k	NEW	4.2k	21.13	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$89k		442.00	200.70	View chart
Costco Wholesale Corporation (COST)	0.0	$89k		100.00	886.52	View chart
CSX Corporation (CSX)	0.0	$88k		2.5k	34.53	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (SMAY)	0.0	$87k	-2%	3.5k	24.58	View chart
Abbott Laboratories (ABT)	0.0	$86k		750.00	114.01	View chart
Innovator Etfs Trust U S Eqty Accelrt (XDOC)	0.0	$83k	-6%	2.8k	29.61	View chart
Bank of America Corporation (BAC)	0.0	$83k		2.1k	39.69	View chart
Select Sector Spdr Tr Financial (XLF)	0.0	$83k	-27%	1.8k	45.33	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.0	$81k		1.3k	65.00	View chart
Innovator Etfs Trust International De (IDEC)	0.0	$81k	-45%	2.9k	28.36	View chart
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB)	0.0	$77k		2.4k	32.54	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XSEP)	0.0	$76k		2.0k	38.37	View chart
Innovator Etfs Trust Us Eqt Acc 9 Bfr (XBJA)	0.0	$76k		2.7k	28.34	View chart
Amgen (AMGN)	0.0	$76k		236.00	322.21	View chart
Pgim Rock Etf Tr Pgim Us Larg Cap (PBJN)	0.0	$76k	NEW	2.9k	26.32	View chart
Goldman Sachs (GS)	0.0	$75k		152.00	495.24	View chart

Past Filings by DHJJ Financial Advisors

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

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
DHJJ Financial Advisors 2021 Q3 filed Nov. 1, 2021
DHJJ Financial Advisors 2021 Q2 filed Aug. 5, 2021
DHJJ Financial Advisors 2021 Q1 filed May 5, 2021
DHJJ Financial Advisors 2020 Q4 filed Feb. 16, 2021

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