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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, JPST, and represent 28.18% of DHJJ Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: IWF (+$5.5M), JPST, USFR, NOBL, SCHD, MGK, MOAT, Innovator Etfs Trust, SCHA, VUG.
Started 40 new stock positions in ESGV, BOUT, First Tr Exchng Traded Fd Vi, CALM, SHOP, DD, PLTR, Trulieve Cannabis Corporatio, CUBE, ACHR.
Reduced shares in these 10 stocks: CAT, XSHQ, IEFA, VONG, VONV, FTCS, FVD, SCHB, BJUN, IEMG.
Sold out of its positions in Bondbloxx Etf Trust, Carnival Corporation, Dupont De Nemours, QBTS, VPC, ECC, ESPR, FSIG, JULM, GBAB.
DHJJ Financial Advisors was a net buyer of stock by $14M.
DHJJ Financial Advisors has $347M in assets under management (AUM), dropping by 14.97%.
Central Index Key (CIK): 0001844716

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Portfolio Holdings for DHJJ Financial Advisors

DHJJ Financial Advisors holds 1082 positions in its portfolio as reported in the June 2026 quarterly 13F filing

DHJJ Financial Advisors has 1082 total positions. Only the first 250 positions are shown.

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Download the DHJJ Financial Advisors June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ)	11.8	$41M		56k	736.39	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	6.4	$22M		287k	77.11	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	3.7	$13M	+7%	406k	31.71	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	3.3	$11M		334k	33.84	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	3.1	$11M	+23%	210k	50.57	View chart
Ishares Tr Russell 2000 Etf (IWM)	2.7	$9.3M		31k	300.45	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	2.4	$8.4M	+3%	74k	112.88	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	2.2	$7.7M	+3%	208k	36.87	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.2	$7.7M	+2%	32k	236.62	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	2.1	$7.4M	+290%	59k	124.17	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.5	$5.3M	+8%	147k	36.13	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.5	$5.3M		7.1k	746.80	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.4	$4.8M	+8%	116k	41.25	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	1.3	$4.6M		57k	81.06	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.3	$4.6M		165k	27.70	View chart
Apple (AAPL)	1.3	$4.4M		15k	289.36	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	1.1	$3.8M		65k	58.87	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	1.0	$3.5M		55k	64.50	View chart
First Tr Exchange-traded SHS (FVD)	1.0	$3.4M	-4%	71k	48.18	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	1.0	$3.4M		58k	58.49	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcap Qty (XSHQ)	0.9	$3.2M	-20%	66k	48.35	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.9	$3.1M	-3%	106k	28.96	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.8	$2.9M	+97%	52k	56.16	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.8	$2.9M	+169%	57k	50.35	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.7	$2.4M		25k	95.62	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.6	$2.3M	-3%	43k	52.38	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.6	$2.2M		49k	45.64	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.6	$2.2M		19k	114.88	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	0.6	$2.0M		34k	59.02	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.6	$1.9M	-7%	21k	93.92	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$1.9M		13k	148.32	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KOCT)	0.5	$1.9M		50k	37.36	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	0.5	$1.8M		35k	52.73	View chart
NVIDIA Corporation (NVDA)	0.5	$1.8M		9.2k	200.09	View chart
United Parcel Svcs CL B (UPS)	0.5	$1.8M		17k	107.50	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)	0.5	$1.7M		36k	45.63	View chart
Caterpillar (CAT)	0.5	$1.7M	-65%	1.6k	1065.17	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	0.5	$1.6M		45k	36.53	View chart
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB)	0.5	$1.6M		30k	52.64	View chart
First Tr Exchange-traded A Com Shs (FNX)	0.4	$1.5M		11k	146.35	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.4	$1.5M	-6%	35k	41.30	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.4	$1.4M	-3%	33k	42.20	View chart
Vanguard World Consum Stp Etf (VDC)	0.4	$1.3M		5.9k	225.50	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.4	$1.3M		25k	52.76	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.4	$1.3M		3.2k	409.54	View chart
Broadcom (AVGO)	0.4	$1.3M		3.5k	377.75	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.4	$1.3M		3.3k	393.96	View chart
Innovator Etfs Trust Intrnl Dev Jan (IJAN)	0.4	$1.3M		35k	38.08	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.4	$1.3M	+7%	30k	43.14	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$1.3M	+6%	1.8k	686.97	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	0.3	$1.2M	-3%	22k	54.31	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	0.3	$1.2M	+4%	22k	53.26	View chart
Innovator Etfs Trust Us Eqty Buf Oct (BOCT)	0.3	$1.2M		22k	53.02	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NOCT)	0.3	$1.1M		18k	62.52	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.3	$1.1M	-4%	14k	77.43	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.3	$1.1M		4.2k	264.72	View chart
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR)	0.3	$1.1M	+8%	27k	39.80	View chart
Innovator Etfs Trust Us Eqty Bufr Jun (BJUN)	0.3	$1.0M	-9%	21k	48.68	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.3	$1.0M	+16%	3.4k	302.97	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	0.3	$1.0M		19k	53.61	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.3	$1.0M		17k	60.98	View chart
First Tr Exchange Traded Intl Dev Strngth (FICS)	0.3	$1.0M	+4%	24k	41.78	View chart
Pgim Rock Etf Tr Ladde S&p 12 Etf (BUFP)	0.3	$971k	+7%	30k	32.05	View chart
Innovator Etfs Trust GRWT100 PWR BF (NAPR)	0.3	$964k	+14%	16k	59.20	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)	0.3	$947k	+34%	16k	59.95	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)	0.3	$942k	-2%	17k	55.08	View chart
McDonald's Corporation (MCD)	0.3	$936k		3.5k	270.29	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$924k	-3%	1.2k	748.89	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC)	0.3	$916k		26k	35.61	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.3	$912k		21k	43.23	View chart
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)	0.3	$899k		16k	57.63	View chart
Innovator Etfs Trust Us Eqty Bufr May (BMAY)	0.3	$898k	-6%	19k	47.35	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)	0.3	$893k	+20%	16k	56.20	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR)	0.3	$891k		24k	37.23	View chart
Invesco Exchange Traded Fd T S&p500 Eql Stp (RSPS)	0.3	$876k	-7%	29k	29.98	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)	0.3	$872k		16k	54.47	View chart
Amazon (AMZN)	0.2	$853k		3.6k	238.34	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.2	$850k		11k	75.88	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJUL)	0.2	$823k		24k	33.97	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$820k	+9223%	9.3k	87.91	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.2	$808k		16k	49.49	View chart
Pgim Rock Etf Tr Ladde S&p 20 Etf (PBFR)	0.2	$807k		26k	30.64	View chart
First Tr Exchange-traded Growth Strength (FTGS)	0.2	$750k		20k	37.00	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)	0.2	$737k	+36%	22k	33.79	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.2	$723k	+246%	7.0k	103.96	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.2	$720k		20k	35.97	View chart
Microsoft Corporation (MSFT)	0.2	$700k	+3%	1.9k	373.08	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)	0.2	$693k		13k	55.09	View chart
Innovator Etfs Trust Us Eqty Buf Dec (BDEC)	0.2	$691k		13k	53.20	View chart
First Tr Exchange-traded A Com Shs (FYX)	0.2	$690k	+4%	4.8k	144.31	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.2	$687k		9.2k	74.90	View chart
Innovator Etfs Trust Innovator Gw 100 (NJUN)	0.2	$685k	+121%	21k	32.86	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.2	$657k	-6%	14k	48.81	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.2	$652k		15k	43.06	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY)	0.2	$638k	+11%	15k	43.04	View chart
Vanguard World Health Car Etf (VHT)	0.2	$636k		2.1k	299.01	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)	0.2	$627k	-2%	11k	59.54	View chart
Innovator Etfs Trust Intrnl Dev Aprl (IAPR)	0.2	$613k	+14%	18k	33.21	View chart
JPMorgan Chase & Co. (JPM)	0.2	$606k		1.9k	327.42	View chart
Ea Series Trust Alpha Architect (AAUA)	0.2	$605k		11k	56.92	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$593k	+3%	1.7k	357.47	View chart
Merck & Co (MRK)	0.2	$581k		4.5k	128.50	View chart
Pgim Rock Etf Tr S&p 500 Buffer (FEBP)	0.2	$579k		17k	34.01	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$571k		1.6k	353.43	View chart
First Tr Exchng Traded Fd Vi Ft Vest Intl Etf (BUFY)	0.2	$567k		24k	23.41	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.2	$525k		11k	47.77	View chart
Johnson & Johnson (JNJ)	0.2	$523k		2.1k	254.00	View chart
Innovator Etfs Trust Equi Du Di Octo (DDFO)	0.2	$522k		23k	22.51	View chart
First Tr Exchng Traded Fd Vi Vest Buffered (BUFG)	0.1	$520k	-3%	18k	29.32	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd Etf (BUFQ)	0.1	$520k		13k	39.27	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)	0.1	$515k	+14%	11k	46.74	View chart
First Tr Exchng Traded Fd Vi Ft Vest Inte (YDEC)	0.1	$505k	-5%	18k	27.54	View chart
Innovator Etfs Trust Us Eqty Buf Nov (BNOV)	0.1	$493k		10k	47.81	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$493k	+231%	6.1k	80.57	View chart
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH)	0.1	$483k		15k	33.19	View chart
Direxion Shares Etf Trust Nasdaq 100 Eq Wt (QQQE)	0.1	$482k		4.0k	122.01	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$480k	+487%	5.6k	86.13	View chart
Meta Platforms Cl A (META)	0.1	$473k		839.00	563.29	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.1	$462k		3.0k	152.18	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$459k		1.2k	369.93	View chart
Innovator Etfs Trust Us Sm Ca Pw June (KJUN)	0.1	$449k	+147%	15k	29.84	View chart
Innovator Etfs Trust Us Equity Accele (XBAP)	0.1	$449k		11k	41.95	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$447k	+36%	2.1k	217.94	View chart
First Tr Exchng Traded Fd Vi Vest Lad Cap Etf (BUFS)	0.1	$442k	-3%	18k	25.09	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$438k		15k	29.43	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.1	$431k		9.9k	43.50	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP)	0.1	$428k		11k	40.96	View chart
Us Bancorp Com New (USB)	0.1	$428k		7.1k	60.40	View chart
Eli Lilly & Co. (LLY)	0.1	$417k		348.00	1199.52	View chart
First Tr Exchng Traded Fd Vi Ft Vest Int June (YJUN)	0.1	$416k	+28%	16k	26.80	View chart
Abbvie (ABBV)	0.1	$412k		1.6k	251.58	View chart
Innovator Etfs Trust Equi Dua 15 Apri	0.1	$412k	NEW	20k	20.20	View chart
Innovator Etfs Trust Intl Dev Pwr Buf (INOV)	0.1	$407k		11k	36.73	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.1	$403k	-7%	8.3k	48.49	View chart
Pgim Rock Etf Tr Laddered Nasdaq (PBQQ)	0.1	$401k	+10%	13k	31.50	View chart
Willis Towers Watson SHS (WTW)	0.1	$401k		1.5k	261.37	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC)	0.1	$399k		9.3k	42.84	View chart
Mastercard Incorporated Cl A (MA)	0.1	$398k		775.00	513.60	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT)	0.1	$394k		7.5k	52.29	View chart
Pgim Rock Etf Tr S&p 500 Buffer (MRCP)	0.1	$392k		11k	34.39	View chart
Aim Etf Products Trust Allia Us Oct Etf (OCTW)	0.1	$391k		9.6k	40.91	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasdaq 1 (QCAP)	0.1	$391k	+5%	16k	24.91	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.1	$390k		8.5k	45.89	View chart
Pgim Rock Etf Tr S&p 500 Buffer (PBMR)	0.1	$389k		12k	32.09	View chart
Innovator Etfs Trust Equity Dual Nov (DDFN)	0.1	$388k		19k	20.08	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)	0.1	$387k		7.4k	52.26	View chart
First Tr Exchng Traded Fd Vi Vest Nasdaq 100 (QMMY)	0.1	$384k	+15%	15k	26.49	View chart
Innovator Etfs Trust Intl Dev Pwr May (IMAY)	0.1	$380k		12k	31.73	View chart
Pgim Rock Etf Tr S&p 500 Buffer (JUNP)	0.1	$378k	+49%	12k	31.68	View chart
Innovator Etfs Trust Grow 100 Pwr Buf (NMAY)	0.1	$362k	+24%	12k	29.55	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GDEC)	0.1	$352k		8.8k	39.80	View chart
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ)	0.1	$346k	-8%	12k	27.93	View chart
Innovator Etfs Trust Equi Dua 15 Marc (DDFM)	0.1	$339k	+3%	17k	19.75	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR)	0.1	$339k		7.7k	44.24	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.1	$339k		7.3k	46.41	View chart
Home Depot (HD)	0.1	$338k		957.00	352.68	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$334k		4.7k	71.25	View chart
Pgim Rock Etf Tr S&p 500 Buffer (JULP)	0.1	$333k		10k	32.63	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.1	$332k		6.3k	52.68	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$331k		3.0k	110.32	View chart
Innovator Etfs Trust Intl De Pw June (IJUN)	0.1	$326k	+51%	11k	31.18	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$323k	+2%	9.3k	34.81	View chart
Wal-Mart Stores (WMT)	0.1	$323k	-2%	2.9k	113.26	View chart
Pgim Rock Etf Tr S&p 500 Buffer (PBFB)	0.1	$321k		10k	31.92	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$307k		9.9k	31.10	View chart
Pgim Rock Etf Tr S&p 500 Buffer (APRP)	0.1	$306k	+28%	9.4k	32.55	View chart
Oracle Corporation (ORCL)	0.1	$302k	-2%	2.1k	146.55	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.1	$301k	-2%	5.3k	56.51	View chart
First Tr Exchange-traded A Com Shs (FEX)	0.1	$301k		2.2k	139.87	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GFEB)	0.1	$299k		6.8k	44.03	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$295k	+319%	3.6k	82.34	View chart
Innovator Etfs Trust Equit Protn May (ZMAY)	0.1	$293k	-3%	11k	25.97	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)	0.1	$293k		6.7k	43.49	View chart
First Tr Exchng Traded Fd Vi Ft Vest Inter Eq (YMAR)	0.1	$293k		10k	28.66	View chart
Pgim Rock Etf Tr S&p 500 Buffer (MAYP)	0.1	$292k	+63%	9.0k	32.48	View chart
Innovator Etfs Trust Equi Du Di Janu (DDFJ)	0.1	$289k	+3%	15k	19.77	View chart
Pgim Rock Etf Tr S&p 500 Buffer (PBAP)	0.1	$280k	+10%	9.0k	31.01	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QSPT)	0.1	$275k		7.9k	34.84	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.1	$275k		9.4k	29.40	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN)	0.1	$270k	+41%	6.5k	41.19	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (SMAY)	0.1	$266k	+58%	9.4k	28.38	View chart
Innovator Etfs Trust Growth 100 Pwr B (NMAR)	0.1	$261k		8.1k	32.21	View chart
Innovator Etfs Trust Us Eqty Ultra B (UOCT)	0.1	$259k		6.3k	41.11	View chart
Innovator Etfs Trust Intl De Pwr Dece (IDEC)	0.1	$245k		7.1k	34.32	View chart
First Tr Exchange-traded A Com Shs (FTA)	0.1	$244k		2.5k	96.79	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$242k	-2%	797.00	303.20	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.1	$241k	NEW	2.5k	96.46	View chart
Innovator Etfs Trust Us Eqty Accelrt9 (XBOC)	0.1	$241k		6.8k	35.52	View chart
Pgim Rock Etf Tr S&p 500 Buffer (AUGP)	0.1	$240k	-2%	7.2k	33.07	View chart
Innovator Etfs Trust Equi Dual 15 Dec (DDFD)	0.1	$239k		12k	19.98	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)	0.1	$237k	-2%	5.2k	45.33	View chart
Raytheon Technologies Corp (RTX)	0.1	$234k		1.2k	189.73	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (MARM)	0.1	$232k	-4%	6.8k	34.13	View chart
Quanta Services (PWR)	0.1	$230k		320.00	720.04	View chart
Ge Vernova (GEV)	0.1	$228k		194.00	1174.86	View chart
Tcw Etf Trust Flexible Income (FLXR)	0.1	$227k	NEW	5.8k	39.21	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$226k	NEW	5.0k	45.49	View chart
Spdr Series Trust St Str Sp400val (MDYV)	0.1	$217k		2.3k	94.85	View chart
Innovator Etfs Trust Us Sm Cap Buffer (KFEB)	0.1	$215k	-2%	6.9k	31.07	View chart
Cbre Group Cl A (CBRE)	0.1	$215k		1.6k	134.69	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$215k		624.00	343.75	View chart
Innovator Etfs Trust Innovator Gw 100 (NFEB)	0.1	$214k		7.1k	30.34	View chart
Innovator Etfs Trust Us Eqty Ultra Bu (UNOV)	0.1	$212k	-4%	5.3k	40.16	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.1	$209k		4.1k	51.37	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG)	0.1	$208k		5.0k	41.42	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.1	$207k		5.4k	38.06	View chart
Innovator Etfs Trust Us Small Cap Pwr (KMAR)	0.1	$207k		6.4k	32.14	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUN)	0.1	$205k	+9%	4.6k	44.43	View chart
Innovator Etfs Trust Us Eqty Ultra B (UDEC)	0.1	$205k		4.9k	41.68	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$204k		3.7k	55.01	View chart
Pgim Rock Etf Tr S&p 500 Buffer (PBJL)	0.1	$203k		6.5k	31.29	View chart
Aim Etf Products Trust Allianzim Us Eqt (APRW)	0.1	$202k		5.4k	37.14	View chart
Innovator Etfs Trust Equty Dul Dirct (DDFF)	0.1	$201k	+7%	10k	19.96	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.1	$198k		3.7k	53.19	View chart
Innovator Etfs Trust Equi Dual 15 May	0.1	$196k	NEW	9.8k	20.03	View chart
Innovator Etfs Trust Eqty Dul Dirct15	0.1	$194k	NEW	10k	19.39	View chart
Ge Aerospace Com New (GE)	0.1	$194k		519.00	373.70	View chart
Innovator Etfs Trust Growth 100 Power (NSEP)	0.1	$191k	-8%	6.1k	31.26	View chart
Innovator Etfs Trust Us Sm Ca Pwr May (KMAY)	0.1	$189k	-13%	6.2k	30.38	View chart
Corning Incorporated (GLW)	0.1	$189k		741.00	255.43	View chart
Innovator Etfs Trust Intl Developed (IAUG)	0.1	$188k		6.2k	30.17	View chart
Innovator Etfs Trust Us Eqt Aclrtd 9 (XBJL)	0.1	$185k	-2%	4.6k	39.98	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.1	$184k	-7%	4.2k	44.35	View chart
Servicenow (NOW)	0.1	$184k		1.9k	99.28	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV)	0.1	$183k		4.4k	41.80	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (SAUG)	0.1	$181k	-2%	6.5k	27.78	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.1	$180k		2.4k	75.78	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$179k	+164%	1.5k	117.06	View chart
Janus Detroit Str Tr Hendersn Sml Etf (JSMD)	0.1	$179k	NEW	1.8k	101.24	View chart
Innovator Etfs Trust Grow 100 Pwr Aug (NAUG)	0.1	$179k		5.6k	31.68	View chart
Chevron Corporation (CVX)	0.1	$177k		1.1k	165.76	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$176k	-36%	2.1k	82.84	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.1	$176k	-8%	3.8k	46.05	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$175k	NEW	1.3k	132.24	View chart
Innovator Etfs Trust Us Small Cap Pwr (KDEC)	0.1	$174k		6.1k	28.38	View chart
Aim Etf Products Trust Allianzim Us Eqt (JULW)	0.0	$169k	-7%	4.1k	40.82	View chart
First Tr Exchange-traded SHS (FDL)	0.0	$166k	+3%	3.4k	48.65	View chart
Wintrust Financial Corporation (WTFC)	0.0	$166k		1.0k	160.72	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UMAR)	0.0	$165k		3.9k	42.25	View chart
Innovator Etfs Trust Emrgng Mkt Jan (EJAN)	0.0	$165k		4.6k	36.00	View chart
Procter & Gamble Company (PG)	0.0	$164k		1.1k	146.64	View chart
Pgim Rock Etf Tr S&p 500 Buffer (PBJA)	0.0	$163k	-6%	5.0k	32.28	View chart
Innovator Etfs Trust Us Eqty Ultra B (USEP)	0.0	$163k		3.9k	41.33	View chart
First Tr Exchng Traded Fd Vi Vest U S Equity (RSJN)	0.0	$161k	+15%	4.3k	37.25	View chart
Aim Etf Products Trust Allia Us Jan Etf (JANW)	0.0	$159k		4.1k	38.68	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Small (SFEB)	0.0	$159k		6.1k	26.24	View chart
Vanguard World Consum Dis Etf (VCR)	0.0	$159k		401.00	396.61	View chart
Innovator Etfs Trust Innovator Inter (ISEP)	0.0	$159k		4.6k	34.60	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.0	$158k		3.7k	42.59	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (XMAR)	0.0	$158k		3.7k	42.74	View chart

Past Filings by DHJJ Financial Advisors

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

DHJJ Financial Advisors 2026 Q2 filed July 24, 2026
DHJJ Financial Advisors 2026 Q1 filed April 9, 2026
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

View all past filings

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