AA

AJ Advisors, LLC

13F
AJ Advisors, LLC
Last update 2025-05-06 34 Stocks (4 new)
Value $195.00 Mil Turnover 8 %
Countries:
Top Holdings: VOO(26.65%)IGRO(11.89%)QQQ(11.46%)VO(8.30%)VB(7.10%)
Summary Stock Picks Current Portfolio
AJ Advisors, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VOO
Vanguard S&P 500 ETF
101,304
52,061.1
+3.40%
26.650
+0.88%
0.010
+22.35%
+7.26%
658,032.1
 
IGRO
iShares International Dividend Growth ETF
iShares International Dividend Growth ETF
320,611
23,225.1
+3.01%
11.890
+0.35%
2.200
+8.60%
+16.15%
1,158.9
 
QQQ
INVESCO QQQ Trust
47,733
22,382.9
+3.72%
11.460
+0.41%
0.010
+30.26%
+10.36%
359,714.8
 
VO
Vanguard Mid-Cap ETF
62,684
16,211.3
+2.33%
8.300
+0.19%
0.020
+17.97%
+7.22%
79,423.8
 
VB
Vanguard Small Cap ETF
62,533
13,866.6
+2.46%
7.100
+0.17%
0.020
+19.50%
+0.60%
60,746.4
 
STIP
iShares 0-5 Year TIPS Bond ETF
122,550
12,680.3
+1.64%
6.490
+0.10%
0.110
+0.29%
+2.42%
12,394.7
 
VTV
Vanguard Value ETF
70,195
12,125.4
+2.40%
6.210
+0.15%
0.010
+11.77%
+4.80%
133,164.7
 
RDVY
First Trust NASDAQ Rising Dividend Achievers ETF
First Trust NASDAQ Rising Dividend Achievers ETF
158,062
9,253.0
+2.30%
4.740
+0.11%
0.070
+17.91%
+6.54%
15,333.5
 
VCRB
Vanguard Core Bond ETF
117,243
9,078.1
New Holding
4.650
+4.65%
0.360
+2.47%
+3.87%
2,966.0
 
PTRB
PGIM Total Return Bond ETF
149,524
6,241.1
+4.74%
3.190
+0.14%
1.400
+2.64%
+3.64%
484.2
 

AJ Advisors, LLC's Historical Top Holdings Breakdowns

AJ Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VCRB
Vanguard Core Bond ETF
2025-03-31
New Buy
New Buy
+4.65%
●
74.92 ($76.52) 77.71
$77.01
0.64%
New holding
117,243
117,243
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
2025-03-31
Sold Out
Sold Out
-4.48%
●
95.85 ($97.76) 99.25
$98.38
0.63%
Sold Out
0
-89,140
VOO
Vanguard S&P 500 ETF
2025-03-31
Add
Add
+0.88%
●
507.05 ($540.58) 563.67
$577.95
6.91%
Add 3.4%
101,304
3,334
QQQ
INVESCO QQQ Trust
2025-03-31
Add
Add
+0.41%
●
468.34 ($508.07) 539.52
$564.18
11.04%
Add 3.72%
47,733
1,713
IGRO
iShares International Dividend Growth ETF
iShares International Dividend Growth ETF
2025-03-31
Add
Add
+0.35%
●
66.91 ($70.78) 73.87
$77.78
9.89%
Add 3.01%
320,611
9,363
BRK.B
Berkshire Hathaway Inc
2025-03-31
Add
Add
+0.34%
●
442.66 ($486.15) 534.52
$474.41
-2.41%
Add 136.83%
2,122
1,226
VO
Vanguard Mid-Cap ETF
2025-03-31
Add
Add
+0.19%
●
251.87 ($268.43) 277.95
$283.21
5.51%
Add 2.33%
62,684
1,426
SOXX
iShares PHLX SOX Semiconductor Sector Index Fund
iShares PHLX SOX Semiconductor Sector Index Fund
2025-03-31
Add
Add
+0.18%
●
188.17 ($213.52) 235.81
$246.95
15.66%
Add 8.12%
25,056
1,881
VB
Vanguard Small Cap ETF
2025-03-31
Add
Add
+0.17%
●
217.89 ($238.81) 252.64
$241.71
1.21%
Add 2.46%
62,533
1,501
VTV
Vanguard Value ETF
2025-03-31
Add
Add
+0.15%
●
167.73 ($174.39) 179.21
$177.43
1.74%
Add 2.4%
70,195
1,644

AJ Advisors, LLC Total Holding History ($B)

To

AJ Advisors, LLC's Asset Allocation

To

AJ Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

AJ Advisors, LLC's Hypothetical Growth since 2025-03-31

AJ Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

AJ Advisors, LLC's Holdings Heat Map

Size field:

AJ Advisors, LLC's Holdings Bubble Chart

AJ Advisors, LLC News

  • 1

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