Dhjj-Financial-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
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  null,
  null,
  null,
  null,
  null,
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  null,
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  "PTLO",
  "SE",
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  "MTCH",
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  "RJF",
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  "ABBV",
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  "O",
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  null,
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]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-18
Total Holdings: 933
Total Value: 248344072
Accession Number: 0001844716-25-000002
Form Type: 13F-HR
CIK: dhjj-financial-advisors
Manager Name: Dhjj-Financial-Advisors

Data Enrichment

41% identified

380 identified553 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

933 positions • $248.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 3 of 47

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45782C318

Shares:33.9K

Value:$1.2M

% of Portfolio:0.5% ($1.2M/$248.3M)

46137V373

Shares:39.3K

Value:$1.2M

% of Portfolio:0.5% ($1.2M/$248.3M)

33733E302

Shares:5.2K

Value:$1.2M

% of Portfolio:0.5% ($1.2M/$248.3M)

MCDONALDS CORP

MCD|580135101

Shares:3.6K

Value:$1.1M

% of Portfolio:0.5% ($1.1M/$248.3M)

464287622

IWB|464287622

Shares:3.2K

Value:$989.8K

% of Portfolio:0.4% ($989.8K/$248.3M)

45782C276

Shares:15.6K

Value:$936.0K

% of Portfolio:0.4% ($936.0K/$248.3M)

808524755

FNDF|808524755

Shares:25.7K

Value:$927.5K

% of Portfolio:0.4% ($927.5K/$248.3M)

33740F763

Shares:18.7K

Value:$912.3K

% of Portfolio:0.4% ($912.3K/$248.3M)

464287648

IWO|464287648

Shares:3.5K

Value:$891.7K

% of Portfolio:0.4% ($891.7K/$248.3M)

45782C615

Shares:17.8K

Value:$885.4K

% of Portfolio:0.4% ($885.4K/$248.3M)

45782C789

Shares:20.2K

Value:$872.5K

% of Portfolio:0.4% ($872.5K/$248.3M)

45782C888

Shares:20.4K

Value:$867.9K

% of Portfolio:0.3% ($867.9K/$248.3M)

46138E354

Shares:11.5K

Value:$857.3K

% of Portfolio:0.3% ($857.3K/$248.3M)

464287200

IVV|464287200

Shares:1.5K

Value:$850.2K

% of Portfolio:0.3% ($850.2K/$248.3M)

45782C755

Shares:20.4K

Value:$827.7K

% of Portfolio:0.3% ($827.7K/$248.3M)

45782C698

Shares:19.2K

Value:$814.9K

% of Portfolio:0.3% ($814.9K/$248.3M)

97717Y527

Shares:15.6K

Value:$786.1K

% of Portfolio:0.3% ($786.1K/$248.3M)

45782C771

Shares:18.7K

Value:$784.6K

% of Portfolio:0.3% ($784.6K/$248.3M)

33738R506

Shares:13.3K

Value:$775.7K

% of Portfolio:0.3% ($775.7K/$248.3M)

33741X102

Shares:22.8K

Value:$762.1K

% of Portfolio:0.3% ($762.1K/$248.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip45782C318)✕	33.9K	QoQ -10.53% (-4.0K) YoY -4.94% (-1.8K)	All Managers (Combined)	$1.2M	0.5% ($1.2M/$248.3M)	QoQ -10.80% (-$146.9K) YoY +4.80% (-$55.6K)
(cusip46137V373)✕	39.3K	QoQ -7.37% (-3.1K) YoY -14.50% (-6.7K)	All Managers (Combined)	$1.2M	0.5% ($1.2M/$248.3M)	QoQ -5.16% (-$66.0K) YoY -19.98% (-$302.3K)
(cusip33733E302)✕	5.2K	QoQ -3.68% (-200) YoY -14.11% (-859)	All Managers (Combined)	$1.2M	0.5% ($1.2M/$248.3M)	QoQ -12.01% (-$158.5K) YoY -6.97% (-$87.0K)
MCDONALDS CORP(MCDcusip580135101)	3.6K	QoQ -3.32% (-123) YoY +1.87% (+66)	All Managers (Combined)	$1.1M	0.5% ($1.1M/$248.3M)	QoQ +4.17% (-$44.8K) YoY +12.87% (+$127.5K)
(IWBcusip464287622)	3.2K	QoQ 0.00% (-0) YoY +0.06% (+2)	All Managers (Combined)	$989.8K	0.4% ($989.8K/$248.3M)	QoQ -4.77% (-$49.6K) YoY +6.54% (+$60.8K)
(cusip45782C276)✕	15.6K	QoQ -3.30% (-533) YoY -36.63% (-9.0K)	All Managers (Combined)	$936.0K	0.4% ($936.0K/$248.3M)	QoQ -7.54% (-$76.4K) YoY -34.02% (-$482.7K)
(FNDFcusip808524755)	25.7K	QoQ -0.14% (-36) YoY +2.10% (+530)	All Managers (Combined)	$927.5K	0.4% ($927.5K/$248.3M)	QoQ +8.67% (-$74.0K) YoY +3.63% (+$32.5K)
(cusip33740F763)✕	18.7K	QoQ -0.96% (-182) YoY -4.50% (-882)	All Managers (Combined)	$912.3K	0.4% ($912.3K/$248.3M)	QoQ -2.91% (-$27.4K) YoY +2.91% (-$25.8K)
(IWOcusip464287648)	3.5K	QoQ 0.00% (-0) YoY -60.61% (-5.4K)	All Managers (Combined)	$891.7K	0.4% ($891.7K/$248.3M)	QoQ -11.21% (-$112.7K) YoY -62.83% (-$1.5M)
(cusip45782C615)✕	17.8K	QoQ -0.69% (-125) YoY -22.30% (-5.1K)	All Managers (Combined)	$885.4K	0.4% ($885.4K/$248.3M)	QoQ -3.84% (-$35.4K) YoY -18.81% (-$205.2K)
(cusip45782C789)✕	20.2K	QoQ -5.45% (-1.2K) YoY -23.55% (-6.2K)	All Managers (Combined)	$872.5K	0.4% ($872.5K/$248.3M)	QoQ -8.38% (-$79.8K) YoY -18.15% (-$193.5K)
(cusip45782C888)✕	20.4K	QoQ -10.38% (-2.4K) YoY +5.38% (+1.0K)	All Managers (Combined)	$867.9K	0.3% ($867.9K/$248.3M)	QoQ -14.10% (-$142.6K) YoY +11.78% (+$91.5K)
(cusip46138E354)✕	11.5K	QoQ -5.91% (-721) YoY -21.92% (-3.2K)	All Managers (Combined)	$857.3K	0.3% ($857.3K/$248.3M)	QoQ +0.43% (-$3.7K) YoY -11.43% (-$110.7K)
(IVVcusip464287200)	1.5K	QoQ -2.32% (-36) YoY +500.39% (+1.3K)	All Managers (Combined)	$850.2K	0.3% ($850.2K/$248.3M)	QoQ -6.76% (-$61.7K) YoY +541.70% (+$717.7K)
(cusip45782C755)✕	20.4K	QoQ -3.82% (-813) YoY -0.16% (-34)	All Managers (Combined)	$827.7K	0.3% ($827.7K/$248.3M)	QoQ -6.18% (-$54.5K) YoY +7.54% (-$58.1K)
(cusip45782C698)✕	19.2K	QoQ -4.45% (-895) YoY -20.14% (-4.8K)	All Managers (Combined)	$814.9K	0.3% ($814.9K/$248.3M)	QoQ -6.94% (-$60.8K) YoY -12.79% (-$119.5K)
(cusip97717Y527)✕	15.6K	QoQ +21.81% (+2.8K) YoY +167.21% (+9.8K)	All Managers (Combined)	$786.1K	0.3% ($786.1K/$248.3M)	QoQ +21.84% (+$140.9K) YoY +167.42% (+$492.2K)
(cusip45782C771)✕	18.7K	QoQ 0.00% (-0) YoY -2.70% (-518)	All Managers (Combined)	$784.6K	0.3% ($784.6K/$248.3M)	QoQ -2.75% (-$22.2K) YoY +1.06% (-$8.3K)
(cusip33738R506)✕	13.3K	QoQ +6.00% (+751) YoY +19.90% (+2.2K)	All Managers (Combined)	$775.7K	0.3% ($775.7K/$248.3M)	QoQ +4.93% (+$36.5K) YoY +24.96% (+$155.0K)
(cusip33741X102)✕	22.8K	QoQ +58.15% (+8.4K) YoY +353.54% (+17.7K)	All Managers (Combined)	$762.1K	0.3% ($762.1K/$248.3M)	QoQ +47.78% (+$246.4K) YoY +336.32% (+$587.5K)