DHJJ Financial Advisors

DHJJ Financial Advisors as of March 31, 2023

Portfolio Holdings for DHJJ Financial Advisors

DHJJ Financial Advisors holds 139 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ) 10.8 $20M 62k 320.93
Ishares Tr Core S&p Mcp Etf (IJH) 8.8 $16M 65k 250.16
Schwab Strategic Tr Us Dividend Eq (SCHD) 4.5 $8.4M 115k 73.16
First Tr Value Line Divid In SHS (FVD) 3.3 $6.1M 153k 40.15
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 3.3 $6.1M 90k 67.85
Ishares Tr Russell 2000 Etf (IWM) 3.3 $6.1M 34k 178.40
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 3.0 $5.6M 86k 65.16
First Tr Exchange-traded Cap Strength Etf (FTCS) 3.0 $5.6M 77k 72.94
Vanguard Specialized Funds Div App Etf (VIG) 2.8 $5.2M 34k 153.98
Ishares Tr Rus 1000 Grw Etf (IWF) 2.3 $4.2M 17k 244.33
United Parcel Service CL B (UPS) 1.8 $3.3M 17k 193.99
First Tr Exchng Traded Fd Vi Cboe Eqt Bufer (FNOV) 1.7 $3.1M 82k 37.60
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.6 $3.0M 7.4k 409.42
Innovator Etfs Tr Us Eqty Bufr Jan (BJAN) 1.6 $2.9M 83k 35.14
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.5 $2.8M 67k 41.93
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.2 $2.3M 47k 47.85
Ishares Tr Rus 2000 Grw Etf (IWO) 1.2 $2.2M 9.6k 226.83
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 1.1 $2.1M 54k 39.15
Proshares Tr S&p 500 Dv Arist (NOBL) 1.1 $2.1M 23k 91.24
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.0 $1.9M 55k 34.80
Innovator Etfs Tr Us Sml Cp Pwr B (KOCT) 1.0 $1.8M 71k 25.90
Invesco Exchange Traded Fd T S&p500 Eql Stp (RSPS) 1.0 $1.8M 11k 170.42
Innovator Etfs Tr Us Eqt Pwr Buf (PAPR) 1.0 $1.8M 60k 29.40
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.9 $1.7M 38k 45.24
Apple (AAPL) 0.9 $1.7M 10k 164.34
Innovator Etfs Tr GRWT100 PWR BF (NJAN) 0.9 $1.7M 44k 37.89
Vanguard World Fds Consum Stp Etf (VDC) 0.9 $1.7M 8.6k 192.98
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.9 $1.6M 5.8k 275.48
Innovator Etfs Tr Us Eqty Buf Sep (BSEP) 0.9 $1.6M 49k 32.10
First Tr Mid Cap Core Alphad Com Shs (FNX) 0.8 $1.5M 17k 89.96
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.8 $1.5M 29k 51.11
First Tr Exchange-traded Dj Internt Idx (FDN) 0.8 $1.4M 9.8k 147.79
Innovator Etfs Tr Us Sml Cp Pwr B (KJAN) 0.8 $1.4M 46k 30.73
First Tr Exchange-traded Nasd Tech Div (TDIV) 0.7 $1.3M 25k 53.95
Caterpillar (CAT) 0.7 $1.3M 5.7k 228.84
Innovator Etfs Tr Us Eqty Bufr Feb (BFEB) 0.7 $1.3M 39k 31.99
Innovator Etfs Tr Intrnl Dev Jan (IJAN) 0.6 $1.2M 42k 28.45
Innovator Etfs Tr Us Eqty Pwr Buf (PSEP) 0.6 $1.1M 36k 30.66
Innovator Etfs Tr Us Eqt Bufr Apr (BAPR) 0.6 $1.1M 32k 33.56
Innovator Etfs Tr Us Eqty Pwr Buf (PMAY) 0.6 $1.1M 37k 28.82
McDonald's Corporation (MCD) 0.6 $1.0M 3.8k 279.61
Innovator Etfs Tr Grwt100 Pwr Buf (NJUL) 0.6 $1.0M 22k 47.91
First Tr Exchange-traded First Tr Ta Hiyl (HYLS) 0.6 $1.0M 26k 39.76
Innovator Etfs Tr Grwt100 Pwr Buf (NOCT) 0.5 $1.0M 26k 39.10
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.5 $892k 14k 62.34
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.5 $890k 14k 62.21
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $828k 2.7k 308.77
Innovator Etfs Tr Us Eqty Bufr Jul (BJUL) 0.4 $827k 25k 32.64
First Tr Exchng Traded Fd Vi Us Eqt Buffer (FFEB) 0.4 $815k 22k 37.38
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.4 $801k 26k 31.27
Ishares Tr Rus 1000 Etf (IWB) 0.4 $788k 3.5k 225.24
Innovator Etfs Tr Us Eqty Bufr Mar (BMAR) 0.4 $782k 23k 34.66
Innovator Etfs Tr Us Eqty Pwr Buf (PMAR) 0.4 $741k 23k 32.17
Innovator Etfs Tr Us Eqty Pwr Bf (PAUG) 0.4 $730k 25k 29.50
Innovator Etfs Tr Us Equt Bufr Aug (BAUG) 0.4 $704k 22k 31.56
Innovator Etfs Tr Us Eqty Bufr Jun (BJUN) 0.4 $687k 22k 32.00
Spdr Ser Tr S&p Divid Etf (SDY) 0.4 $672k 5.4k 123.71
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) 0.4 $670k 34k 19.88
Aim Etf Products Trust Us Lrg Cp Bufr20 (OCTW) 0.4 $659k 23k 28.61
Vanguard World Fds Health Car Etf (VHT) 0.4 $656k 2.7k 238.50
Innovator Etfs Tr Us Eqty Buf Oct (BOCT) 0.4 $654k 19k 33.76
Innovator Etfs Tr Double Stackr 9 0.3 $645k 22k 29.67
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) 0.3 $643k 14k 45.08
Merck & Co (MRK) 0.3 $640k 6.0k 106.39
Innovator Etfs Tr Us Eqty Pwr Buf (PJAN) 0.3 $629k 19k 33.21
First Tr Exchng Traded Fd Vi Cboe Eqt Dep Nov (DNOV) 0.3 $597k 17k 34.27
Innovator Etfs Tr Us Eqty Bufr Mar (BMAY) 0.3 $594k 20k 30.23
Innovator Etfs Tr GRWT100 PWR BF (NAPR) 0.3 $590k 15k 38.94
Innovator Etfs Tr Us Eqty Pwr Buf (PJUN) 0.3 $575k 19k 30.78
Innovator Etfs Tr Us Eqty Pwr Buf (POCT) 0.3 $557k 18k 30.93
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FJUL) 0.3 $553k 15k 36.17
Innovator Etfs Tr Triple Stker Oct 0.3 $544k 19k 28.77
Innovator Etfs Tr Double Stackr 9 0.3 $535k 20k 26.91
Us Bancorp Del Com New (USB) 0.3 $507k 14k 36.05
Microsoft Corporation (MSFT) 0.3 $503k 1.8k 285.19
Innovator Etfs Tr Us Eqty Pwr Buf (PJUL) 0.3 $490k 16k 31.64
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $488k 10k 48.37
Innovator Etfs Tr Us Eqty Buf Nov (BNOV) 0.3 $482k 15k 31.61
Nike CL B (NKE) 0.3 $479k 3.9k 122.64
Innovator Etfs Tr Us Eqty Buf Dec (BDEC) 0.3 $474k 14k 33.83
Innovator Etfs Tr Us Sml Cp Pwr Et (KAPR) 0.3 $474k 18k 26.60
First Tr Exchng Traded Fd Vi Cboe Vest Buferd (BUFG) 0.2 $460k 24k 18.95
Innovator Etfs Tr Us Eqty Pwr Buf (PNOV) 0.2 $459k 14k 31.80
First Tr Exchange-traded No Amer Energy (EMLP) 0.2 $457k 17k 26.63
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) 0.2 $457k 1.6k 291.60
First Tr Sml Cp Core Alpha F Com Shs (FYX) 0.2 $446k 5.5k 80.60
Innovator Etfs Tr Us Sml Cp Pwr B (KJUL) 0.2 $440k 18k 24.77
Willis Towers Watson SHS (WTW) 0.2 $407k 1.8k 232.38
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.2 $402k 8.6k 46.89
First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (FSEP) 0.2 $399k 11k 35.36
First Tr Exchng Traded Fd Vi Vest Us Eqty Buf (FOCT) 0.2 $386k 11k 35.05
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FAPR) 0.2 $384k 12k 30.89
Innovator Etfs Tr Triple Stkr Jan 0.2 $377k 15k 25.63
Innovator Etfs Tr Us Eqty Pwr Buf (PDEC) 0.2 $371k 12k 31.45
Innovator Etfs Tr Us Equity Accele (XBAP) 0.2 $371k 14k 27.17
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.2 $367k 14k 25.48
Amazon (AMZN) 0.2 $359k 3.5k 102.41
Aim Etf Products Trust Us Lrg Cp Buf20 (APRW) 0.2 $358k 13k 27.02
Innovator Etfs Tr Us Eqty Pwr Buf (PFEB) 0.2 $346k 12k 29.23
Innovator Etfs Tr Intrnl Dev July (IJUL) 0.2 $343k 14k 25.38
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $342k 5.2k 65.58
First Tr Exchng Traded Fd Vi Ft Cboe Vest Bfr (FJAN) 0.2 $337k 9.7k 34.88
Vanguard Index Fds Growth Etf (VUG) 0.2 $328k 1.4k 236.02
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.2 $322k 4.4k 73.84
Home Depot (HD) 0.2 $322k 1.1k 295.18
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.2 $321k 12k 26.95
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.2 $313k 6.2k 50.32
Innovator Etfs Tr Laderd Alctn Pwr (BUFF) 0.2 $309k 8.6k 35.92
First Tr Exchng Traded Fd Vi Ft Cboe Eqty Bfr (FDEC) 0.2 $302k 9.0k 33.67
First Tr Lrge Cp Core Alpha Com Shs (FEX) 0.2 $294k 3.7k 80.50
Aim Etf Products Trust Us Lrg Cp Buf20 (JULW) 0.2 $287k 10k 28.13
Johnson & Johnson (JNJ) 0.2 $279k 1.8k 154.97
Mastercard Incorporated Cl A (MA) 0.1 $274k 753.00 363.41
Vanguard Index Fds Small Cp Etf (VB) 0.1 $263k 1.4k 189.56
First Tr Exchng Traded Fd Vi Ft Cboe Vest 100 (QDEC) 0.1 $261k 13k 20.74
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.1 $255k 5.7k 44.87
Aim Etf Products Trust Us Lrg Cp Bufr20 (JANW) 0.1 $253k 9.2k 27.59
First Tr Exchange-traded Cboe Vest Rising (RDVI) 0.1 $251k 12k 21.47
Broadcom (AVGO) 0.1 $251k 400.00 627.11
First Tr Exchange-traded Intl Dev Strngth (FICS) 0.1 $251k 8.0k 31.47
JPMorgan Chase & Co. (JPM) 0.1 $247k 1.9k 130.30
First Tr Exchng Traded Fd Vi Ft Cboe Vest Mar (FMAR) 0.1 $245k 7.3k 33.62
First Tr Exchng Traded Fd Vi Cboe Vest Fd Dep (BUFD) 0.1 $240k 12k 19.63
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.1 $240k 4.4k 54.91
First Tr Exchng Traded Fd Vi Cboe Vest Us Buf (FMAY) 0.1 $239k 6.5k 36.83
Abbvie (ABBV) 0.1 $235k 1.5k 159.37
First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (DSEP) 0.1 $229k 7.2k 32.02
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FJUN) 0.1 $225k 5.9k 38.28
Innovator Etfs Tr Us Eqt Ultra Bf (UJAN) 0.1 $224k 7.2k 31.09
First Tr Exchng Traded Fd Vi Us Eqt Deep Dufr (DFEB) 0.1 $223k 6.6k 33.63
Innovator Etfs Tr Us Eqt Ultra Bf (UAUG) 0.1 $222k 8.2k 27.05
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $218k 580.00 376.07
First Tr Exchng Traded Fd Vi Cboe Vest Nas100 (QMAR) 0.1 $211k 9.5k 22.18
Meta Platforms Cl A (META) 0.1 $211k 1.0k 208.17
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $210k 3.0k 69.92
Innovator Etfs Tr Us Eqt Ultra Bf (UAPR) 0.1 $208k 8.6k 24.13
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.1 $208k 381.00 545.67
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR) 0.1 $207k 8.8k 23.47
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.1 $169k 11k 15.96