AJ Advisors

AJ Advisors as of Dec. 31, 2024

Portfolio Holdings for AJ Advisors

AJ Advisors holds 32 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 27.4 $53M 98k 538.81
Invesco Qqq Tr Unit Ser 1 (QQQ) 12.2 $24M 46k 511.22
Ishares Tr Intl Div Grwth (IGRO) 11.0 $21M 311k 67.96
Vanguard Index Fds Mid Cap Etf (VO) 8.4 $16M 61k 264.13
Vanguard Index Fds Small Cp Etf (VB) 7.6 $15M 61k 240.28
Ishares Tr 0-5 Yr Tips Etf (STIP) 6.3 $12M 121k 100.60
Vanguard Index Fds Value Etf (VTV) 6.0 $12M 69k 169.30
First Tr Exchange-traded Risng Divd Achiv (RDVY) 4.7 $9.1M 155k 59.14
Ishares Tr Core Us Aggbd Et (AGG) 4.5 $8.6M 89k 96.90
Pgim Etf Tr Total Return Bon (PTRB) 3.0 $5.8M 143k 40.96
Ishares Tr Ishares Semicdtr (SOXX) 2.6 $5.0M 23k 215.49
JPMorgan Chase & Co. (JPM) 0.9 $1.7M 6.9k 239.72
Apple (AAPL) 0.6 $1.1M 4.5k 250.41
Microsoft Corporation (MSFT) 0.6 $1.1M 2.7k 421.53
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $918k 1.6k 585.98
Amazon (AMZN) 0.4 $731k 3.3k 219.39
Alphabet Cap Stk Cl A (GOOGL) 0.4 $689k 3.6k 189.31
Home Depot (HD) 0.3 $570k 1.5k 389.06
Spdr Ser Tr Portfolio S&p500 (SPYM) 0.3 $518k 7.5k 68.94
Visa Com Cl A (V) 0.3 $510k 1.6k 315.97
Procter & Gamble Company (PG) 0.3 $496k 3.0k 167.63
Blackrock (BLK) 0.2 $452k 441.00 1024.17
Spdr Ser Tr Portfolio Short (SPSB) 0.2 $426k 14k 29.86
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $406k 896.00 453.28
International Business Machines (IBM) 0.2 $406k 1.8k 219.83
Hca Holdings (HCA) 0.2 $368k 1.2k 300.04
UnitedHealth (UNH) 0.2 $334k 660.00 505.66
NVIDIA Corporation (NVDA) 0.2 $320k 2.4k 134.30
Pgim Etf Tr Floating Rt Inc (PFRL) 0.2 $294k 5.8k 50.30
Mastercard Incorporated Cl A (MA) 0.1 $272k 516.00 526.17
Ishares Tr Core S&p500 Etf (IVV) 0.1 $215k 366.00 588.54
Adobe Systems Incorporated (ADBE) 0.1 $206k 464.00 444.68