Aj Advisors, LLC Top Holdings and 13F Report (2025) About Aj Advisors, LLCInvestment ActivityAj Advisors, LLC has $192.73 million in total holdings as of December 31, 2024.Aj Advisors, LLC owns shares of 32 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 1.96% of the portfolio was purchased this quarter.About 2.73% of the portfolio was sold this quarter.This quarter, Aj Advisors, LLC has purchased 34 new stocks and bought additional shares in 25 stocks.Aj Advisors, LLC sold shares of 6 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $52,786,961Invesco QQQ $23,526,553iShares International Dividend Growth ETF $21,152,447Vanguard Mid-Cap ETF $16,180,063Vanguard Small-Cap ETF $14,664,833 Largest New Holdings this Quarter BLACKROCK INC $451,659 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 1,775 shares (about $956.38K)Invesco QQQ 1,021 shares (about $521.96K)BLACKROCK INC 441 shares (about $451.66K)iShares International Dividend Growth ETF 6,515 shares (about $442.76K)iShares Semiconductor ETF 1,346 shares (about $290.05K) Largest Sales this Quarter JPMorgan Chase & Co. 246 shares (about $58.97K)SPDR Portfolio Short Term Corporate Bond ETF 361 shares (about $10.78K)Procter & Gamble 49 shares (about $8.21K)SPDR Portfolio S&P 500 ETF 103 shares (about $7.10K)Adobe 13 shares (about $5.78K) 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$52,786,961$956,383 ▲1.8%97,97027.4%ETFQQQInvesco QQQ$23,526,553$521,960 ▲2.3%46,02012.2%FinanceIGROiShares International Dividend Growth ETF$21,152,447$442,760 ▲2.1%311,24811.0%ETFVOVanguard Mid-Cap ETF$16,180,063$2,377 ▼0.0%61,2588.4%ETFVBVanguard Small-Cap ETF$14,664,833$31,957 ▲0.2%61,0327.6%ETFSTIPiShares 0-5 Year TIPS Bond ETF$12,129,639$288,118 ▲2.4%120,5736.3%ETFVTVVanguard Value ETF$11,605,702$208,070 ▲1.8%68,5516.0%ETFRDVYFirst Trust NASDAQ Rising Dividend Achievers$9,137,422$170,146 ▲1.9%154,5054.7%ManufacturingAGGiShares Core U.S. Aggregate Bond ETF$8,637,671$169,478 ▲2.0%89,1404.5%FinancePTRBPGIM Total Return Bond ETF$5,847,634$109,691 ▲1.9%142,7643.0%ETFSOXXiShares Semiconductor ETF$4,994,037$290,053 ▲6.2%23,1752.6%ETFJPMJPMorgan Chase & Co.$1,661,517$58,972 ▼-3.4%6,9310.9%FinanceAAPLApple$1,138,633$501 ▲0.0%4,5470.6%Computer and TechnologyMSFTMicrosoft$1,137,287$18,969 ▲1.7%2,6980.6%Computer and TechnologySPYSPDR S&P 500 ETF Trust$918,226$2,930 ▲0.3%1,5670.5%FinanceAMZNAmazon.com$730,569$16,674 ▲2.3%3,3300.4%Retail/WholesaleGOOGLAlphabet$688,895$31,993 ▲4.9%3,6390.4%Computer and TechnologyHDHome Depot$569,590$6,225 ▲1.1%1,4640.3%Retail/WholesaleSPLGSPDR Portfolio S&P 500 ETF$518,020$7,101 ▼-1.4%7,5140.3%ETFVVisa$509,976$13,903 ▲2.8%1,6140.3%Business ServicesPGProcter & Gamble$496,341$8,214 ▼-1.6%2,9610.3%Consumer StaplesBLACKROCK INC$451,659$451,659 ▲New Holding4410.2%COMSPSBSPDR Portfolio Short Term Corporate Bond ETF$425,726$10,780 ▼-2.5%14,2570.2%ETFBRK.BBerkshire Hathaway$406,139$453 ▲0.1%8960.2%FinanceIBMInternational Business Machines$406,030$2,858 ▲0.7%1,8470.2%Computer and TechnologyHCAHCA Healthcare$368,151$8,701 ▲2.4%1,2270.2%MedicalUNHUnitedHealth Group$333,733$13,653 ▲4.3%6600.2%MedicalNVDANVIDIA$319,491$14,504 ▲4.8%2,3790.2%Computer and TechnologyPFRLPGIM Floating Rate Income ETF$293,499$855 ▲0.3%5,8350.2%ETFMAMastercard$271,503$5,262 ▲2.0%5160.1%Business ServicesIVViShares Core S&P 500 ETF$215,404$589 ▲0.3%3660.1%ETFADBEAdobe$206,332$5,781 ▼-2.7%4640.1%Computer and TechnologyFMHIFirst Trust Municipal High Income ETF$0$2,954,408 ▼-100.0%00.0%ManufacturingYLDPrincipal Active High Yield ETF$0$1,865,267 ▼-100.0%00.0%ETFBLKBlackRock$0$355,845 ▼-100.0%00.0%FinanceShowing 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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