DF

DHJJ Financial Advisors, Ltd.

13F
DHJJ Financial Advisors, Ltd.
Last update 2025-04-18 929 Stocks (38 new)
Value $248.00 Mil Turnover 3 %
Countries:
Top Holdings: QQQ(10.80%)IJH(7.19%)SCHD(4.24%)SCHG(3.43%)JPST(2.85%)
Summary Stock Picks Current Portfolio
DHJJ Financial Advisors, Ltd. 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
QQQ
INVESCO QQQ Trust
57,171
26,808.8
-1.39%
10.800
-0.16%
0.010
+26.52%
+10.07%
357,775.2
 
IJH
iShares Core S&P Mid-Cap ETF
305,599
17,831.7
-1.12%
7.190
-0.08%
0.020
+16.06%
+2.45%
97,230.9
 
SCHD
Schwab US Dividend Equity ETF
376,406
10,524.3
-0.08%
4.240
0%
0.010
+7.34%
+0.77%
70,469.5
 
SCHG
Schwab U.S. Large-Cap Growth ETF
339,716
8,506.5
-1.86%
3.430
-0.07%
0.020
+25.66%
+6.92%
45,305.9
 
JPST
JPMorgan Ultra-Short Income ETF
139,736
7,074.8
+84.87%
2.850
+1.31%
0.020
+1.35%
+2.74%
32,077.9
 
IWM
iShares Russell 2000 ETF
33,281
6,639.1
-1.55%
2.680
-0.05%
0.010
+19.55%
+1.12%
66,553.7
 
VIG
Vanguard Dividend Appreciation FTF
32,823
6,367.3
+0.26%
2.570
+0.01%
0.010
+12.58%
+6.21%
89,349.2
 
FVD
First Trust Value Line Dividend Index Fund
First Trust Value Line Dividend Index Fund
136,371
6,080.8
-4.58%
2.450
-0.11%
0.070
+5.71%
+4.62%
9,045.9
 
IWF
iShares Russell 1000 Growth ETF
16,543
5,973.5
-1.43%
2.410
-0.04%
0.010
+27.24%
+8.36%
113,776.0
 
XMHQ
Invesco S&P MidCap Quality ETF
63,423
5,805.1
+4.62%
2.340
+0.10%
0.110
+12.80%
+1.42%
4,940.7
 

DHJJ Financial Advisors, Ltd.'s Historical Top Holdings Breakdowns

DHJJ Financial Advisors, Ltd.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
JPST
JPMorgan Ultra-Short Income ETF
2025-03-31
Add
Add
+1.31%
●
50.39 ($50.51) 50.66
$50.60
0.18%
Add 84.87%
139,736
64,148
TSLA
Tesla Inc
2025-03-31
Reduce
Reduce
-0.22%
●
222.15 ($333.26) 428.22
$329.65
-1.08%
Reduce -82.4%
304
-1,423
FTCS
First Trust Capital Strength ETF
2025-03-31
Reduce
Reduce
-0.17%
●
86.39 ($89.33) 91.35
$90.78
1.62%
Reduce -9.72%
44,943
-4,841
QQQ
INVESCO QQQ Trust
2025-03-31
Reduce
Reduce
-0.16%
●
468.34 ($508.07) 539.52
$561.26
10.47%
Reduce -1.39%
57,171
-803
FEBP
PGIM S&P 500 Buffer 12 ETF - February
PGIM S&P 500 Buffer 12 ETF - February
2025-03-31
Add
Add
+0.16%
●
27.25 ($28.31) 28.94
$29.75
5.07%
Add 1165.86%
15,760
14,515
VOO
Vanguard S&P 500 ETF
2025-03-31
Reduce
Reduce
-0.16%
●
507.05 ($540.58) 563.67
$576.92
6.72%
Reduce -35.02%
1,412
-761
VTEB
Vanguard Tax-Exempt Bond ETF
2025-03-31
Reduce
Reduce
-0.13%
●
49.25 ($50.03) 50.66
$48.51
-3.04%
Reduce -74.35%
2,380
-6,897
DFAI
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
2025-03-31
Add
Add
+0.11%
●
28.88 ($30.87) 32.4
$34.28
11.05%
Add 17.62%
58,874
8,820
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
First Trust SMID Cap Rising Dividend Achievers ETF
2025-03-31
Add
Add
+0.11%
●
32.49 ($35.67) 37.99
$36.03
1.01%
Add 58.15%
22,750
8,365
FVD
First Trust Value Line Dividend Index Fund
First Trust Value Line Dividend Index Fund
2025-03-31
Reduce
Reduce
-0.11%
●
42.61 ($44.44) 45.47
$45.13
1.55%
Reduce -4.58%
136,371
-6,543

DHJJ Financial Advisors, Ltd. Total Holding History ($B)

To

DHJJ Financial Advisors, Ltd.'s Asset Allocation

To

DHJJ Financial Advisors, Ltd. Past Portfolios

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

Top Ranked Articles

  • 1

DHJJ Financial Advisors, Ltd.'s Hypothetical Growth since 2025-03-31

DHJJ Financial Advisors, Ltd.'s Yearly Returns

Year Portfolio % % Excess Gain %

DHJJ Financial Advisors, Ltd.'s Holdings Heat Map

Size field:

DHJJ Financial Advisors, Ltd.'s Holdings Bubble Chart

DHJJ Financial Advisors, Ltd. News

  • 1

Discussions on DHJJ Financial Advisors, Ltd.

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.