Aj Advisors, LLC Top Holdings and 13F Report (2025) About Aj Advisors, LLCInvestment ActivityAj Advisors, LLC has $224.77 million in total holdings as of June 30, 2025.Aj Advisors, LLC owns shares of 37 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 10.51% of the portfolio was purchased this quarter.About 4.41% of the portfolio was sold this quarter.This quarter, Aj Advisors, LLC has purchased 34 new stocks and bought additional shares in 17 stocks.Aj Advisors, LLC sold shares of 15 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard S&P 500 ETF $55,891,512iShares International Dividend Growth ETF $30,383,944Invesco QQQ $27,465,142Vanguard Mid-Cap ETF $15,164,297Vanguard Small-Cap ETF $14,115,040 Largest New Holdings this Quarter 92189F676 - VanEck Semiconductor ETF $6,934,774 Holding33739P301 - First Trust Municipal High Income ETF $2,759,893 Holding78464A284 - SPDR Nuveen ICE High Yield Municipal Bond ETF $2,744,435 Holding74255Y102 - Principal Active High Yield ETF $1,837,338 Holding Largest Purchases this Quarter VanEck Semiconductor ETF 24,867 shares (about $6.93M)iShares International Dividend Growth ETF 64,532 shares (about $5.09M)First Trust Municipal High Income ETF 59,098 shares (about $2.76M)SPDR Nuveen ICE High Yield Municipal Bond ETF 110,752 shares (about $2.74M)Principal Active High Yield ETF 94,855 shares (about $1.84M) Largest Sales this Quarter Vanguard Mid-Cap ETF 8,493 shares (about $2.38M)Vanguard S&P 500 ETF 2,909 shares (about $1.65M)Vanguard Small-Cap ETF 2,971 shares (about $704.07K)JPMorgan Chase & Co. 640 shares (about $185.55K)SPDR Portfolio S&P 500 ETF 2,153 shares (about $156.49K) 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$55,891,512$1,652,405 ▼-2.9%98,39524.9%ETFIGROiShares International Dividend Growth ETF$30,383,944$5,090,932 ▲20.1%385,14313.5%ETFQQQInvesco QQQ$27,465,142$1,133,624 ▲4.3%49,78812.2%FinanceVOVanguard Mid-Cap ETF$15,164,297$2,376,601 ▼-13.5%54,1916.7%ETFVBVanguard Small-Cap ETF$14,115,040$704,069 ▼-4.8%59,5626.3%ETFSTIPiShares 0-5 Year TIPS Bond ETF$13,308,938$697,318 ▲5.5%129,3265.9%ETFVTVVanguard Value ETF$12,929,220$522,973 ▲4.2%73,1545.8%ETFRDVYFirst Trust Rising Dividend Achievers ETF$10,363,644$446,834 ▲4.5%165,1844.6%ManufacturingVANGUARD MALVERN FDS$9,828,263$732,585 ▲8.1%126,6864.4%CORE BD ETFSMHVanEck Semiconductor ETF$6,934,774$6,934,774 ▲New Holding24,8673.1%ManufacturingPTRBPGIM Total Return Bond ETF$6,607,841$353,254 ▲5.6%157,9692.9%ETFFMHIFirst Trust Municipal High Income ETF$2,759,893$2,759,893 ▲New Holding59,0981.2%ManufacturingHYMBSPDR Nuveen ICE High Yield Municipal Bond ETF$2,744,435$2,744,435 ▲New Holding110,7521.2%ETFYLDPrincipal Active High Yield ETF$1,837,338$1,837,338 ▲New Holding94,8550.8%ETFJPMJPMorgan Chase & Co.$1,826,760$185,546 ▼-9.2%6,3010.8%FinanceMSFTMicrosoft$1,597,668$10,943 ▼-0.7%3,2120.7%Computer and TechnologyAAPLApple$1,197,389$88,635 ▲8.0%5,8360.5%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,188,547$217,447 ▲22.4%1,9240.5%FinanceBRK.BBerkshire Hathaway$1,030,318$486 ▼0.0%2,1210.5%FinanceGOOGLAlphabet$782,819$529 ▼-0.1%4,4420.3%Computer and TechnologyAMZNAmazon.com$756,457$1,097 ▼-0.1%3,4480.3%Retail/WholesaleHDHome Depot$599,358$23,095 ▲4.0%1,6350.3%Retail/WholesaleVVisa$593,277$2,130 ▼-0.4%1,6710.3%Business ServicesIBMInternational Business Machines$551,243$3,243 ▲0.6%1,8700.2%Computer and TechnologyBLACKROCK INC$483,077$2,100 ▲0.4%4600.2%COMHCAHCA Healthcare$471,774$766 ▲0.2%1,2310.2%MedicalPGProcter & Gamble$451,217$24,696 ▼-5.2%2,8320.2%Consumer StaplesNVDANVIDIA$409,246$7,742 ▼-1.9%2,5900.2%Computer and TechnologySPLGSPDR Portfolio S&P 500 ETF$406,455$156,491 ▼-27.8%5,5920.2%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$361,507$45,498 ▼-11.2%11,9740.2%ETFMAMastercard$320,5070.0%5700.1%Business ServicesPFRLPGIM Floating Rate Income ETF$254,642$24,175 ▼-8.7%5,0770.1%ETFCOSTCostco Wholesale$246,647$24,764 ▲11.2%2490.1%Retail/WholesaleLLYEli Lilly and Company$244,666$1,558 ▼-0.6%3140.1%MedicalIVViShares Core S&P 500 ETF$228,604$621 ▲0.3%3680.1%ETFUNHUnitedHealth Group$222,626$1,871 ▲0.8%7140.1%MedicalDVYiShares Select Dividend ETF$211,758$1,461 ▲0.7%1,5940.1%ETFSOXXiShares Semiconductor ETF$0$4,714,845 ▼-100.0%00.0%ETFShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
