Littlejohn Financial Services, Inc. Top Holdings and 13F Report (2025) About Littlejohn Financial Services, Inc.Investment ActivityLittlejohn Financial Services, Inc. has $126.57 million in total holdings as of March 31, 2025.Littlejohn Financial Services, Inc. owns shares of 59 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 31.12% of the portfolio was purchased this quarter.About 17.52% of the portfolio was sold this quarter.This quarter, Littlejohn Financial Services, Inc. has purchased 53 new stocks and bought additional shares in 27 stocks.Littlejohn Financial Services, Inc. sold shares of 13 stocks and completely divested from 9 stocks this quarter.Largest Holdings Invesco S&P 500 Equal Weight ETF $17,557,957iShares iBonds 2026 Term High Yield and Income ETF $7,228,572Invesco QQQ $6,762,764iShares Treasury Floating Rate Bond ETF $5,207,240SPDR Dow Jones Industrial Average ETF Trust $4,980,128 Largest New Holdings this Quarter 46436E205 - iShares iBonds Dec 2029 Term Corporate ETF $3,034,772 Holding46435U515 - iShares iBonds Dec 2028 Term Corporate ETF $2,998,438 Holding46436E858 - iShares iBonds Dec 2026 Term Treasury ETF $2,740,367 Holding94106L109 - Waste Management $2,569,605 Holding370334104 - General Mills $2,207,756 Holding Largest Purchases this Quarter iShares iBonds 2029 Term High Yield and Income ETF 188,257 shares (about $4.37M)iShares iBonds 2028 Term High Yield and Income ETF 181,445 shares (about $4.24M)iShares iBonds Dec 2029 Term Corporate ETF 131,205 shares (about $3.03M)iShares iBonds Dec 2028 Term Corporate ETF 118,703 shares (about $3.00M)iShares iBonds Dec 2026 Term Treasury ETF 119,458 shares (about $2.74M) Largest Sales this Quarter iShares iBonds 2025 Term High Yield and Income ETF 179,375 shares (about $4.17M)Alphabet 9,118 shares (about $1.41M)Invesco S&P 500 Equal Weight ETF 4,359 shares (about $755.11K)Vanguard Total Stock Market ETF 830 shares (about $228.12K)Schlumberger 5,172 shares (about $216.19K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLittlejohn Financial Services, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorRSPInvesco S&P 500 Equal Weight ETF$17,557,957$755,112 ▼-4.1%101,35613.9%ETFIBHFiShares iBonds 2026 Term High Yield and Income ETF$7,228,572$84,474 ▼-1.2%311,3085.7%ETFQQQInvesco QQQ$6,762,764$1,930,544 ▲40.0%14,4225.3%FinanceTFLOiShares Treasury Floating Rate Bond ETF$5,207,240$549,965 ▲11.8%102,7884.1%ETFDIASPDR Dow Jones Industrial Average ETF Trust$4,980,128$110,427 ▲2.3%11,8613.9%FinanceITAiShares U.S. Aerospace & Defense ETF$4,859,264$17,913 ▼-0.4%31,7393.8%ETFIBHIiShares iBonds 2029 Term High Yield and Income ETF$4,662,924$4,371,327 ▲1,499.1%200,8153.7%ETFIBHHiShares iBonds 2028 Term High Yield and Income ETF$4,488,390$4,238,555 ▲1,696.5%192,1403.5%ETFNVDANVIDIA$3,423,182$2,541,077 ▲288.1%31,5852.7%Computer and TechnologyIBDUiShares iBonds Dec 2029 Term Corporate ETF$3,034,772$3,034,772 ▲New Holding131,2052.4%ETFIBDTiShares iBonds Dec 2028 Term Corporate ETF$2,998,438$2,998,438 ▲New Holding118,7032.4%ETFMSFTMicrosoft$2,747,741$31,156 ▲1.1%7,3202.2%Computer and TechnologyIBTGiShares iBonds Dec 2026 Term Treasury ETF$2,740,367$2,740,367 ▲New Holding119,4582.2%ManufacturingWMWaste Management$2,569,605$2,569,605 ▲New Holding11,0992.0%Business ServicesCHDChurch & Dwight$2,420,274$516,114 ▲27.1%21,9841.9%Consumer StaplesXYLDGlobal X S&P 500 Covered Call ETF$2,328,923$89,089 ▲4.0%58,9751.8%ETFJEPIJPMorgan Equity Premium Income ETF$2,286,914$129,536 ▲6.0%40,0231.8%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$2,215,252$88,285 ▲4.2%42,7821.8%ETFGISGeneral Mills$2,207,756$2,207,756 ▲New Holding36,9251.7%Consumer StaplesBKHBlack Hills$2,207,690$79,331 ▲3.7%36,4001.7%UtilitiesUNHUnitedHealth Group$2,168,487$84,854 ▲4.1%4,1401.7%MedicalMCDMcDonald's$2,075,136$44,045 ▲2.2%6,6431.6%Retail/WholesaleAMZNAmazon.com$2,015,424$40,335 ▼-2.0%10,5931.6%Retail/WholesaleLMTLockheed Martin$1,992,327$1,992,327 ▲New Holding4,4601.6%AerospaceDOMINOS PIZZA INC$1,986,336$66,165 ▼-3.2%4,3231.6%COMSLBSchlumberger$1,968,776$216,189 ▼-9.9%47,1001.6%EnergyMRKMerck & Co., Inc.$1,955,422$78,630 ▲4.2%21,7851.5%MedicalAAPLApple$1,935,907$16,438 ▲0.9%8,7151.5%Computer and TechnologyCATCaterpillar$1,818,187$1,818,187 ▲New Holding5,5131.4%IndustrialsVTIVanguard Total Stock Market ETF$1,698,530$228,120 ▼-11.8%6,1801.3%ETFPKGPackaging Co. of America$1,645,779$35,446 ▲2.2%8,3111.3%IndustrialsBLACKROCK INC$1,637,410$23,662 ▲1.5%1,7301.3%COMICLRICON Public$1,480,765$1,480,765 ▲New Holding8,4621.2%MedicalVIGVanguard Dividend Appreciation ETF$1,138,139$59,361 ▲5.5%5,8670.9%ETFCBChubb$1,134,878$200,219 ▼-15.0%3,7580.9%FinanceAPDAir Products and Chemicals$1,110,374$280,174 ▲33.7%3,7650.9%Basic MaterialsUPSUnited Parcel Service$1,102,320$1,102,320 ▲New Holding10,0220.9%TransportationTSLATesla$1,093,655$934,790 ▲588.4%4,2200.9%Auto/Tires/TrucksCOSTCostco Wholesale$960,058$58,644 ▼-5.8%1,0150.8%Retail/WholesaleSYMSymbotic$909,086$240,802 ▲36.0%44,9820.7%Business ServicesADPAutomatic Data Processing$880,843$142,377 ▲19.3%2,8830.7%Business ServicesSUPER MICRO COMPUTER INC$857,404$857,404 ▲New Holding25,0410.7%COM NEWIBDRiShares iBonds Dec 2026 Term Corporate ETF$784,670$784,670 ▲New Holding32,4110.6%ETFIVViShares Core S&P 500 ETF$718,670$114,628 ▲19.0%1,2790.6%ETFIBHEiShares iBonds 2025 Term High Yield and Income ETF$711,795$4,168,677 ▼-85.4%30,6280.6%ETFGOOGLAlphabet$436,085$1,410,008 ▼-76.4%2,8200.3%Computer and TechnologySPYSPDR S&P 500 ETF Trust$429,052$93,418 ▲27.8%7670.3%FinanceOXYOccidental Petroleum$340,041$8,786 ▼-2.5%6,8890.3%EnergyLLYEli Lilly and Company$335,3190.0%4060.3%MedicalIBHGiShares iBonds 2027 Term High Yield and Income ETF$301,879$46,525 ▲18.2%13,5220.2%ETFOUNZVan Eck Merk Gold Trust$301,400$301,400 ▲New Holding10,0000.2%ETFHDHome Depot$270,1030.0%7370.2%Retail/WholesaleBABoeing$246,104$25,753 ▼-9.5%1,4430.2%AerospaceSPROTT PHYSICAL GOLD TR$240,600$240,600 ▲New Holding10,0000.2%UNITBRK.BBerkshire Hathaway$234,335$234,335 ▲New Holding4400.2%FinanceMSTRStrategy$230,6160.0%8000.2%Computer and TechnologyIEPIcahn Enterprises$217,440$90,600 ▲71.4%24,0000.2%Multi-Sector ConglomeratesNFLXNetflix$210,7520.0%2260.2%Consumer DiscretionaryAGFirst Majestic Silver$67,669$67,669 ▲New Holding10,1150.1%Basic MaterialsINTCIntel$0$3,199,461 ▼-100.0%00.0%Computer and TechnologyIBDQiShares iBonds Dec 2025 Term Corporate ETF$0$2,985,033 ▼-100.0%00.0%ETFAJGArthur J. Gallagher & Co.$0$2,085,162 ▼-100.0%00.0%FinanceROPRoper Technologies$0$1,771,670 ▼-100.0%00.0%Computer and TechnologyPSAPublic Storage$0$1,689,300 ▼-100.0%00.0%FinanceMGMMGM Resorts International$0$1,044,351 ▼-100.0%00.0%Consumer DiscretionaryULTAUlta Beauty$0$1,038,178 ▼-100.0%00.0%Retail/WholesaleAMATApplied Materials$0$931,707 ▼-100.0%00.0%Computer and TechnologySPROTT PHYSICAL SILVER TR$0$144,412 ▼-100.0%00.0%TR UNITShowing 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. 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