Aj Advisors, LLC Top Holdings and 13F Report (2026) About Aj Advisors, LLCInvestment ActivityAj Advisors, LLC has $269.55 million in total holdings as of March 31, 2026.Aj Advisors, LLC owns shares of 33 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 3.20% of the portfolio was purchased this quarter.About 1.85% of the portfolio was sold this quarter.This quarter, Aj Advisors, LLC has purchased 35 new stocks and bought additional shares in 23 stocks.Aj Advisors, LLC sold shares of 8 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $65,072,037iShares International Dividend Growth ETF $37,152,468Invesco QQQ $31,461,344Vanguard Mid-Cap ETF $17,609,437Vanguard Small-Cap ETF $17,158,799 Largest New Holdings this Quarter 22160K105 - Costco Wholesale $243,990 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 4,446 shares (about $2.66M)Invesco QQQ 2,117 shares (about $1.22M)iShares International Dividend Growth ETF 14,229 shares (about $1.19M)Vanguard Mid-Cap ETF 2,143 shares (about $615.43K)iShares 0-5 Year TIPS Bond ETF 5,504 shares (about $569.28K) Largest Sales this Quarter VanEck Semiconductor ETF 629 shares (about $241.16K)JPMorgan Chase & Co. 374 shares (about $110.02K)SPDR Portfolio S&P 500 ETF 411 shares (about $31.46K)Procter & Gamble 124 shares (about $17.91K)Apple 55 shares (about $13.96K) 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$65,072,037$2,656,709 ▲4.3%108,89824.1%ETFIGROiShares International Dividend Growth ETF$37,152,468$1,191,962 ▲3.3%443,50613.8%ETFQQQInvesco QQQ$31,461,344$1,221,884 ▲4.0%54,50911.7%FinanceVOVanguard Mid-Cap ETF$17,609,437$615,431 ▲3.6%61,3186.5%ETFVBVanguard Small-Cap ETF$17,158,799$384,496 ▲2.3%65,5126.4%ETFVTVVanguard Value ETF$15,829,455$305,092 ▲2.0%80,6805.9%ETFSTIPiShares 0-5 Year TIPS Bond ETF$15,255,785$569,277 ▲3.9%147,4995.7%ETFAOMiShares Core 40/60 Moderate Allocation ETF$13,020,400$273,325 ▲2.1%274,8664.8%ETFRDVYFirst Trust Rising Dividend Achievers ETF$12,204,812$225,187 ▲1.9%178,7474.5%ManufacturingVANGUARD MALVERN FDS$11,045,724$332,501 ▲3.1%142,7474.1%CORE BD ETFSMHVanEck Semiconductor ETF$9,190,757$241,156 ▼-2.6%23,9723.4%ManufacturingPTRBPGIM Total Return Bond ETF$7,551,157$210,621 ▲2.9%181,9122.8%ETFPYLDPIMCO Multi Sector Bond Active ETF$5,420,382$266,323 ▲5.2%206,8852.0%ETFJPMJPMorgan Chase & Co.$1,402,899$110,020 ▼-7.3%4,7690.5%FinanceAAPLApple$1,321,432$13,958 ▼-1.0%5,2070.5%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,180,614$13,660 ▲1.2%1,8150.4%FinanceGOOGLAlphabet$1,062,529$8,052 ▲0.8%3,6950.4%Computer and TechnologyMSFTMicrosoft$916,991$7,034 ▲0.8%2,4770.3%Computer and TechnologyAMZNAmazon.com$738,109$32,490 ▲4.6%3,5440.3%Retail/WholesaleHDHome Depot$523,191$4,604 ▼-0.9%1,5910.2%Retail/WholesaleHCAHCA Healthcare$502,204$11,360 ▲2.3%1,0610.2%MedicalVVisa$494,007$16,326 ▲3.4%1,6340.2%Business ServicesBLACKROCK INC$467,019$6,727 ▼-1.4%4860.2%COMNVDANVIDIA$425,940$14,303 ▲3.5%2,4420.2%Computer and TechnologyBRK.BBerkshire Hathaway$419,779$15,334 ▲3.8%8760.2%FinanceSPLGSPDR Portfolio S&P 500 ETF$354,934$31,460 ▼-8.1%4,6370.1%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$351,969$3,278 ▼-0.9%11,7050.1%ETFMAMastercard$264,858$11,994 ▲4.7%5300.1%Business ServicesCOSTCostco Wholesale$243,990$243,990 ▲New Holding2450.1%Retail/WholesaleIVViShares Core S&P 500 ETF$242,731$653 ▲0.3%3720.1%ETFPGProcter & Gamble$234,025$17,913 ▼-7.1%1,6200.1%Consumer StaplesDVYiShares Select Dividend ETF$219,529$1,665 ▲0.8%1,4500.1%ETFGMEDGlobus Medical$206,6980.0%2,3990.1%MedicalFMHIFirst Trust Municipal High Income ETF$0$2,896,645 ▼-100.0%00.0%ManufacturingYLDPrincipal Active High Yield ETF$0$1,406,763 ▼-100.0%00.0%ETFBLUEROCK PVT REAL ESTATE FD$0$242,985 ▼-100.0%00.0%COMShowing 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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