DHJJ Financial Advisors

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

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Positions held by DHJJ Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for DHJJ Financial Advisors

DHJJ Financial Advisors holds 132 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ) 9.6 $17M -2% 63k 265.29
Ishares Tr Core S&p Mcp Etf (IJH) 9.1 $16M -2% 65k 241.89
Schwab Strategic Tr Us Dividend Eq (SCHD) 4.9 $8.6M -5% 114k 75.63
First Tr Value Line Divid In SHS (FVD) 3.5 $6.2M -4% 154k 39.97
Ishares Tr Russell 2000 Etf (IWM) 3.5 $6.0M 35k 174.36
First Tr Exchange-traded Cap Strength Etf (FTCS) 3.3 $5.8M 78k 74.98
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 3.3 $5.7M -11% 87k 65.59
Vanguard Specialized Funds Div App Etf (VIG) 3.0 $5.2M 34k 151.76
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.8 $4.9M -8% 88k 55.51
Ishares Tr Rus 1000 Grw Etf (IWF) 2.2 $3.8M +11% 18k 214.24
First Tr Exchng Traded Fd Vi Cboe Eqt Bufer (FNOV) 1.7 $3.0M -6% 86k 35.40
United Parcel Service CL B (UPS) 1.7 $2.9M 17k 173.84
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.7 $2.9M -6% 7.6k 382.17
Innovator Etfs Tr Us Eqty Bufr Jan (BJAN) 1.6 $2.8M -3% 85k 33.02

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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.5 $2.5M -16% 63k 40.37
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 1.2 $2.2M -11% 61k 35.63
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.2 $2.1M -17% 48k 44.74
Ishares Tr Rus 2000 Grw Etf (IWO) 1.2 $2.1M -4% 9.7k 214.52
First Tr Exchange-traded Senior Ln Fd (FTSL) 1.1 $2.0M -52% 45k 44.25
Proshares Tr S&p 500 Dv Arist (NOBL) 1.1 $2.0M 22k 89.99
Invesco Exchange Traded Fd T S&p500 Eql Stp (RHS) 1.1 $1.9M -8% 11k 170.51
Caterpillar (CAT) 1.0 $1.8M -9% 7.6k 239.56
Innovator Etfs Tr Us Sml Cp Pwr B (KOCT) 1.0 $1.8M -3% 72k 25.21
Innovator Etfs Tr Us Eqt Pwr Buf (PAPR) 1.0 $1.7M 62k 28.12
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.9 $1.6M -6% 50k 32.05
Vanguard World Fds Consum Stp Etf (VDC) 0.9 $1.6M -5% 8.2k 191.57
First Tr Mid Cap Core Alphad Com Shs (FNX) 0.9 $1.5M +7% 18k 87.78
Innovator Etfs Tr Us Eqty Buf Sep (BSEP) 0.9 $1.5M 51k 29.96
Innovator Etfs Tr GRWT100 PWR BF (NJAN) 0.8 $1.5M -7% 43k 34.16
Invesco Exchange Traded Fd T S&p500 Eql Tec (RYT) 0.8 $1.5M -12% 6.1k 242.97
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.8 $1.4M -41% 27k 51.44
Apple (AAPL) 0.8 $1.4M -2% 10k 129.81
Innovator Etfs Tr Us Sml Cp Pwr B (KJAN) 0.8 $1.3M -4% 45k 30.00
First Tr Exchange-traded Dj Internt Idx (FDN) 0.7 $1.2M -12% 10k 122.68
First Tr Exchange-traded Nasd Tech Div (TDIV) 0.7 $1.2M -4% 25k 47.78
Innovator Etfs Tr Us Eqty Bufr Feb (BFEB) 0.7 $1.2M -2% 39k 29.94
Innovator Etfs Tr Us Eqty Pwr Buf (PMAY) 0.6 $1.1M -4% 39k 28.09
Innovator Etfs Tr Us Eqty Pwr Buf (PSEP) 0.6 $1.1M 37k 29.16
Innovator Etfs Tr Intrnl Dev Jan (IJAN) 0.6 $1.1M 40k 26.71
Innovator Etfs Tr Us Eqt Bufr Apr (BAPR) 0.6 $1.0M -4% 33k 31.03
McDonald's Corporation (MCD) 0.6 $989k +3% 3.8k 263.53
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.5 $953k -2% 15k 63.54
Innovator Etfs Tr Grwt100 Pwr Buf (NJUL) 0.5 $948k +2% 22k 42.95
First Tr Exchange-traded First Tr Ta Hiyl (HYLS) 0.5 $939k -11% 24k 39.36
Innovator Etfs Tr Grwt100 Pwr Buf (NOCT) 0.5 $931k +8% 27k 34.94
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.5 $859k +6% 14k 60.36
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $830k -2% 2.7k 308.90
Innovator Etfs Tr Us Eqty Bufr Jul (BJUL) 0.5 $814k +12% 26k 30.91
First Tr Exchng Traded Fd Vi Us Eqt Buffer (FFEB) 0.4 $773k -10% 22k 35.25
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.4 $746k 26k 29.07
Innovator Etfs Tr Us Eqty Pwr Buf (PMAR) 0.4 $741k -7% 24k 30.72
Innovator Etfs Tr Us Eqty Bufr Mar (BMAR) 0.4 $739k -7% 23k 32.18
Ishares Tr Rus 1000 Etf (IWB) 0.4 $736k 3.5k 210.50
Innovator Etfs Tr Us Eqty Pwr Bf (PAUG) 0.4 $735k +25% 26k 28.35
Innovator Etfs Tr Us Eqty Bufr Jun (BJUN) 0.4 $696k -19% 23k 30.56
Innovator Etfs Tr Us Equt Bufr Aug (BAUG) 0.4 $689k +7% 23k 29.95
Spdr Ser Tr S&p Divid Etf (SDY) 0.4 $679k 5.4k 125.11
Merck & Co (MRK) 0.4 $667k +4% 6.0k 110.95
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) 0.4 $661k -23% 34k 19.74
Us Bancorp Del Com New (USB) 0.4 $659k 15k 43.61
Aim Etf Products Trust Us Lrg Cp Bufr20 (OCTW) 0.4 $649k 23k 27.83
Innovator Etfs Tr Us Eqty Buf Oct (BOCT) 0.4 $648k 20k 31.76
Innovator Etfs Tr Us Eqty Pwr Buf (PJAN) 0.3 $600k -9% 19k 31.51
Vanguard World Fds Health Car Etf (VHT) 0.3 $597k 2.4k 248.09
Innovator Etfs Tr Double Stackr 9 (DBOC) 0.3 $597k +15% 21k 28.62
Innovator Etfs Tr Us Eqty Bufr Mar (BMAY) 0.3 $588k -6% 20k 29.01
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) 0.3 $584k -6% 13k 46.55
Innovator Etfs Tr Us Eqty Pwr Buf (PJUN) 0.3 $578k -18% 20k 29.73
First Tr Exchng Traded Fd Vi Cboe Eqt Dep Nov (DNOV) 0.3 $569k -26% 17k 32.67
Innovator Etfs Tr Us Eqty Pwr Buf (POCT) 0.3 $543k +39% 18k 30.07
Innovator Etfs Tr GRWT100 PWR BF (NAPR) 0.3 $520k -6% 15k 34.06
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FJUL) 0.3 $515k 15k 34.30
Nike CL B (NKE) 0.3 $492k 4.2k 117.01
Innovator Etfs Tr Us Eqty Pwr Buf (PJUL) 0.3 $478k +14% 16k 30.19
Innovator Etfs Tr Us Eqty Buf Nov (BNOV) 0.3 $478k +34% 16k 29.78
Innovator Etfs Tr Double Stackr 9 (DBJA) 0.3 $477k -5% 19k 25.09
Innovator Etfs Tr Us Sml Cp Pwr Et (KAPR) 0.3 $460k 18k 25.29
First Tr Exchange-traded No Amer Energy (EMLP) 0.3 $459k -12% 17k 26.69
Innovator Etfs Tr Triple Stker Oct (TSOC) 0.3 $459k -14% 15k 30.49
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $455k 10k 45.15
Innovator Etfs Tr Us Eqty Pwr Buf (PNOV) 0.3 $454k +19% 15k 30.19
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RYH) 0.3 $453k -7% 1.6k 288.38
First Tr Exchng Traded Fd Vi Cboe Vest Buferd (BUFG) 0.3 $452k -25% 27k 16.82
Innovator Etfs Tr Us Eqty Buf Dec (BDEC) 0.3 $447k +5% 14k 32.28
Innovator Etfs Tr Us Sml Cp Pwr B (KJUL) 0.3 $437k 18k 24.23
Microsoft Corporation (MSFT) 0.3 $436k 1.8k 239.52
Willis Towers Watson SHS (WTW) 0.2 $429k 1.8k 244.58
First Tr Sml Cp Core Alpha F Com Shs (FYX) 0.2 $418k +42% 5.3k 78.45
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.2 $409k +44% 8.5k 47.98
First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (FSEP) 0.2 $381k +17% 11k 34.85
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $379k -25% 5.7k 66.02
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FAPR) 0.2 $378k 13k 29.25
Aim Etf Products Trust Us Lrg Cp Buf20 (APRW) 0.2 $371k -5% 14k 26.26
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.2 $365k NEW 7.1k 51.55
First Tr Exchng Traded Fd Vi Vest Us Eqty Buf (FOCT) 0.2 $363k +48% 11k 33.01
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.2 $361k -20% 15k 24.28
Innovator Etfs Tr Us Eqty Pwr Buf (PFEB) 0.2 $353k -13% 12k 28.40
Innovator Etfs Tr Us Eqty Pwr Buf (PDEC) 0.2 $353k +26% 12k 29.89
Innovator Etfs Tr Triple Stkr Jan (TSJA) 0.2 $349k -13% 17k 20.34
Innovator Etfs Tr Us Equity Accele (XBAP) 0.2 $346k 14k 25.37
Home Depot (HD) 0.2 $345k 1.1k 315.90
Innovator Etfs Tr Laderd Alctn Pwr (BUFF) 0.2 $331k -5% 9.6k 34.40
Innovator Etfs Tr Intrnl Dev July (IJUL) 0.2 $322k +7% 14k 23.84
Aim Etf Products Trust Us Lrg Cp Buf20 (JULW) 0.2 $319k NEW 12k 26.88
Johnson & Johnson (JNJ) 0.2 $316k 1.8k 176.50
First Tr Exchng Traded Fd Vi Ft Cboe Vest Bfr (FJAN) 0.2 $301k -3% 9.2k 32.74
Amazon (AMZN) 0.2 $295k -29% 3.5k 84.00
First Tr Lrge Cp Core Alpha Com Shs (FEX) 0.2 $293k -14% 3.7k 80.07
First Tr Exchng Traded Fd Vi Us Eqt Deep Dufr (DFEB) 0.2 $289k -19% 8.7k 33.33
First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (DSEP) 0.2 $284k -3% 9.3k 30.65
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.2 $283k NEW 7.1k 40.07
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.2 $283k NEW 4.4k 64.92
First Tr Exchng Traded Fd Vi Ft Cboe Eqty Bfr (FDEC) 0.2 $278k NEW 6.4k 43.58
Mastercard Incorporated Cl A (MA) 0.2 $266k 765.00 347.73
Aim Etf Products Trust Us Lrg Cp Bufr20 (JANW) 0.2 $265k 10k 26.45
First Tr Exchng Traded Fd Vi Ft Cboe Vest Mar (FMAR) 0.1 $256k -3% 8.2k 31.36
First Tr Exchng Traded Fd Vi Cboe Vest Fd Dep (BUFD) 0.1 $255k -19% 13k 19.67
Vanguard Index Fds Small Cp Etf (VB) 0.1 $254k +6% 1.4k 183.54
JPMorgan Chase & Co. (JPM) 0.1 $254k 1.9k 134.08
Innovator Etfs Tr Us Eqt Ultra Bf (UAPR) 0.1 $249k -36% 10k 24.81
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.1 $244k -5% 5.6k 43.92
Vanguard Index Fds Growth Etf (VUG) 0.1 $241k NEW 1.1k 213.12
Abbvie (ABBV) 0.1 $239k 1.5k 161.61
First Tr Exchng Traded Fd Vi Cboe Vest Us Buf (FMAY) 0.1 $234k -6% 6.7k 35.17
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.1 $234k 4.4k 53.43
Broadcom (AVGO) 0.1 $225k NEW 402.00 559.13
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FJUN) 0.1 $220k +6% 6.1k 36.10
Innovator Etfs Tr Us Eqt Ultra Bf (UAUG) 0.1 $217k 8.3k 26.12
Innovator Etfs Tr Us Eqt Ultra Bf (UJAN) 0.1 $214k -22% 7.2k 29.71
First Tr Exchng Traded Fd Vi Ft Cboe Vest 100 (QDEC) 0.1 $207k NEW 9.6k 21.64
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $202k NEW 3.0k 67.45
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.1 $178k NEW 11k 16.80

Past Filings by DHJJ Financial Advisors

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