Aj Advisors, LLC Top Holdings and 13F Report (2024) About Aj Advisors, LLCInvestment ActivityAj Advisors, LLC has $195.02 million in total holdings as of September 30, 2024.Aj Advisors, LLC owns shares of 34 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 2.33% of the portfolio was purchased this quarter.About 0.37% of the portfolio was sold this quarter.This quarter, Aj Advisors, LLC has purchased 33 new stocks and bought additional shares in 23 stocks.Aj Advisors, LLC sold shares of 10 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $50,759,261iShares International Dividend Growth ETF $22,730,043Invesco QQQ $21,962,699Vanguard Mid-Cap ETF $16,164,118Vanguard Small-Cap ETF $14,445,762 Largest New Holdings this Quarter iShares Core S&P 500 ETF $210,302 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 3,228 shares (about $1.70M)Invesco QQQ 2,055 shares (about $1.00M)Vanguard Mid-Cap ETF 1,200 shares (about $316.60K)iShares Semiconductor ETF 1,351 shares (about $311.52K)Vanguard Value ETF 1,565 shares (about $273.20K) Largest Sales this Quarter iShares 0-5 Year TIPS Bond ETF 1,828 shares (about $185.21K)First Trust Municipal High Income ETF 3,368 shares (about $166.38K)NVIDIA 895 shares (about $108.68K)iShares Core U.S. Aggregate Bond ETF 833 shares (about $84.36K)Principal Active High Yield ETF 3,001 shares (about $58.61K) 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$50,759,261$1,703,320 ▲3.5%96,19526.0%ETFIGROiShares International Dividend Growth ETF$22,730,043$144,854 ▲0.6%304,73311.7%ETFQQQInvesco QQQ$21,962,699$1,002,986 ▲4.8%44,99911.3%FinanceVOVanguard Mid-Cap ETF$16,164,118$316,597 ▲2.0%61,2678.3%ETFVBVanguard Small-Cap ETF$14,445,762$167,469 ▲1.2%60,8997.4%ETFSTIPiShares 0-5 Year TIPS Bond ETF$11,926,264$185,213 ▼-1.5%117,7096.1%ETFVTVVanguard Value ETF$11,752,351$273,201 ▲2.4%67,3226.0%ETFRDVYFirst Trust NASDAQ Rising Dividend Achievers$8,977,871$124,696 ▲1.4%151,6284.6%ManufacturingAGGiShares Core U.S. Aggregate Bond ETF$8,850,041$84,357 ▼-0.9%87,3914.5%FinancePTRBPGIM Total Return Bond ETF$6,004,086$42,560 ▼-0.7%140,0863.1%ETFSOXXiShares Semiconductor ETF$5,033,484$311,523 ▲6.6%21,8292.6%ETFFMHIFirst Trust Municipal High Income ETF$2,954,408$166,379 ▼-5.3%59,8061.5%ManufacturingYLDPrincipal Active High Yield ETF$1,865,267$58,609 ▼-3.0%95,5081.0%ETFJPMJPMorgan Chase & Co.$1,513,398$5,483 ▲0.4%7,1770.8%FinanceMSFTMicrosoft$1,141,738$15,493 ▲1.4%2,6530.6%Computer and TechnologyAAPLApple$1,058,981$15,611 ▲1.5%4,5450.5%Computer and TechnologySPYSPDR S&P 500 ETF Trust$896,195$114,176 ▲14.6%1,5620.5%FinanceAMZNAmazon.com$606,318$559 ▲0.1%3,2540.3%Retail/WholesaleHDHome Depot$586,912$6,080 ▲1.0%1,4480.3%Retail/WholesaleGOOGLAlphabet$575,435$2,156 ▲0.4%3,4700.3%Computer and TechnologyPGProcter & Gamble$521,272$25,977 ▼-4.7%3,0100.3%Consumer StaplesSPLGSPDR Portfolio S&P 500 ETF$514,193$6,278 ▼-1.2%7,6170.3%ETFHCAHCA Healthcare$486,887$65,839 ▲15.6%1,1980.2%MedicalSPSBSPDR Portfolio Short Term Corporate Bond ETF$442,620$22,679 ▼-4.9%14,6180.2%ETFVVisa$431,595$13,195 ▲3.2%1,5700.2%Business ServicesBRK.BBerkshire Hathaway$411,933$8,745 ▲2.2%8950.2%FinanceIBMInternational Business Machines$405,434$9,064 ▲2.3%1,8340.2%Computer and TechnologyUNHUnitedHealth Group$369,837$21,618 ▲6.2%6330.2%MedicalBLKBlackRock$355,845$2,847 ▲0.8%3750.2%FinancePFRLPGIM Floating Rate Income ETF$294,795$13,275 ▼-4.3%5,8180.2%ETFNVDANVIDIA$275,761$108,677 ▼-28.3%2,2710.1%Computer and TechnologyMAMastercard$249,849$5,925 ▲2.4%5060.1%Business ServicesADBEAdobe$246,981$1,553 ▲0.6%4770.1%Computer and TechnologyIVViShares Core S&P 500 ETF$210,302$210,302 ▲New Holding3650.1%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. 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