Aj Advisors, LLC Top Holdings and 13F Report (2025) About Aj Advisors, LLCInvestment ActivityAj Advisors, LLC has $195.36 million in total holdings as of March 31, 2025.Aj Advisors, LLC owns shares of 34 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 8.38% of the portfolio was purchased this quarter.About 4.55% of the portfolio was sold this quarter.This quarter, Aj Advisors, LLC has purchased 32 new stocks and bought additional shares in 28 stocks.Aj Advisors, LLC sold shares of 2 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $52,061,116iShares International Dividend Growth ETF $23,225,094Invesco QQQ $22,382,938Vanguard Mid-Cap ETF $16,211,290Vanguard Small-Cap ETF $13,866,602 Largest New Holdings this Quarter 922020748 - VANGUARD MALVERN FDS $9,078,111 Holding532457108 - Eli Lilly and Company $261,212 Holding464287168 - iShares Select Dividend ETF $212,536 Holding22160K105 - Costco Wholesale $211,720 Holding Largest Purchases this Quarter VANGUARD MALVERN FDS 117,243 shares (about $9.08M)Vanguard S&P 500 ETF 3,334 shares (about $1.71M)Invesco QQQ 1,713 shares (about $803.26K)iShares International Dividend Growth ETF 9,363 shares (about $678.26K)Berkshire Hathaway 1,226 shares (about $652.94K) Largest Sales this Quarter SPDR Portfolio Short Term Corporate Bond ETF 776 shares (about $23.36K)PGIM Floating Rate Income ETF 276 shares (about $13.78K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAj Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$52,061,116$1,713,375 ▲3.4%101,30426.6%ETFIGROiShares International Dividend Growth ETF$23,225,094$678,257 ▲3.0%320,61111.9%ETFQQQInvesco QQQ$22,382,938$803,259 ▲3.7%47,73311.5%FinanceVOVanguard Mid-Cap ETF$16,211,290$368,791 ▲2.3%62,6848.3%ETFVBVanguard Small-Cap ETF$13,866,602$332,845 ▲2.5%62,5337.1%ETFSTIPiShares 0-5 Year TIPS Bond ETF$12,680,251$204,560 ▲1.6%122,5506.5%ETFVTVVanguard Value ETF$12,125,404$283,983 ▲2.4%70,1956.2%ETFRDVYFirst Trust NASDAQ Rising Dividend Achievers$9,252,971$208,227 ▲2.3%158,0624.7%ManufacturingVANGUARD MALVERN FDS$9,078,111$9,078,111 ▲New Holding117,2434.6%CORE BD ETFPTRBPGIM Total Return Bond ETF$6,241,095$282,161 ▲4.7%149,5243.2%ETFSOXXiShares Semiconductor ETF$4,714,845$353,952 ▲8.1%25,0562.4%ETFJPMJPMorgan Chase & Co.$1,702,610$2,453 ▲0.1%6,9410.9%FinanceMSFTMicrosoft$1,214,172$201,236 ▲19.9%3,2340.6%Computer and TechnologyAAPLApple$1,200,370$190,362 ▲18.8%5,4040.6%Computer and TechnologyBRK.BBerkshire Hathaway$1,130,135$652,943 ▲136.8%2,1220.6%FinanceSPYSPDR S&P 500 ETF Trust$879,239$2,797 ▲0.3%1,5720.5%FinanceGOOGLAlphabet$687,334$124,632 ▲22.1%4,4450.4%Computer and TechnologyAMZNAmazon.com$656,968$23,402 ▲3.7%3,4530.3%Retail/WholesaleVVisa$587,811$22,082 ▲3.9%1,6770.3%Business ServicesHDHome Depot$576,217$39,587 ▲7.4%1,5720.3%Retail/WholesaleSPLGSPDR Portfolio S&P 500 ETF$509,294$15,190 ▲3.1%7,7450.3%ETFPGProcter & Gamble$508,991$4,430 ▲0.9%2,9870.3%Consumer StaplesIBMInternational Business Machines$462,181$2,983 ▲0.6%1,8590.2%Computer and TechnologyBLACKROCK INC$433,456$16,089 ▲3.9%4580.2%COMHCAHCA Healthcare$424,724$691 ▲0.2%1,2290.2%MedicalSPSBSPDR Portfolio Short Term Corporate Bond ETF$405,775$23,357 ▼-5.4%13,4810.2%ETFUNHUnitedHealth Group$371,028$25,154 ▲7.3%7080.2%MedicalMAMastercard$312,205$29,577 ▲10.5%5700.2%Business ServicesNVDANVIDIA$286,027$28,180 ▲10.9%2,6390.1%Computer and TechnologyPFRLPGIM Floating Rate Income ETF$277,542$13,780 ▼-4.7%5,5590.1%ETFLLYEli Lilly and Company$261,212$261,212 ▲New Holding3160.1%MedicalDVYiShares Select Dividend ETF$212,536$212,536 ▲New Holding1,5830.1%ETFCOSTCostco Wholesale$211,720$211,720 ▲New Holding2240.1%Retail/WholesaleIVViShares Core S&P 500 ETF$206,238$562 ▲0.3%3670.1%ETFAGGiShares Core U.S. Aggregate Bond ETF$0$8,637,671 ▼-100.0%00.0%FinanceADBEAdobe$0$206,332 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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