Dhjj-Financial-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "PTLO",
  "SE",
  "ARES",
  "PIPR",
  "MTCH",
  "NVR",
  null,
  "MASI",
  "TROW",
  "NLY",
  "RJF",
  "CSIQ",
  "LYFT",
  null,
  "BPT",
  null,
  null,
  "FNDF",
  "FNDA",
  "ACN",
  null,
  null,
  "MMM",
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  null,
  "ABBV",
  "ADBE",
  "OBDC",
  "RVT",
  null,
  null,
  null,
  "GOOGL",
  "RIOT",
  null,
  "VDE",
  null,
  null,
  "AXP",
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  null,
  "SCHH",
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  "T",
  "BILI",
  "BLK",
  null,
  null,
  null,
  null,
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  "CAT",
  "AVGO",
  null,
  "LOW",
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  null,
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  "KMX",
  "ARCC",
  null,
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  null,
  null,
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  null,
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  "CRON",
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  "CMI",
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  "DUK",
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  "MYRG",
  null,
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  null,
  "RKT",
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  "EBAY",
  "UTG",
  null,
  null,
  null,
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  null,
  null,
  "WTTR",
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  null,
  null,
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  "BUSE",
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  null,
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  null,
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  "GILD",
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  "AMPX",
  "HON",
  "VXX",
  "HD",
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  "HPQ",
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  "MCD",
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  "ITW",
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  "IIPR",
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  "IGT",
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  "UWMC",
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  "IEMG",
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  "DOW",
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  "AAPL",
  "SPY",
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  "FNDX",
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  "IEFA",
  "SPGI",
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  "SCHX",
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  "SHW",
  "SLB",
  "SRE",
  "O",
  "SHEL",
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  "SPDW",
  "GLD",
  null,
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  "BP",
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  "RSG",
  "SPLG",
  null,
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  "IBM",
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  "STGW",
  "SBUX",
  "SNPS",
  "TGT",
  "TMO",
  "TFC",
  "TRV",
  "UBER",
  "UPS",
  "VNQ",
  "VO",
  "MET",
  "UCTT",
  "VV",
  "MGNI",
  "VOE",
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  "AB",
  "SUN",
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  "VWO",
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  "VCIT",
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  "CSWC",
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  "VIG",
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  "OLPX",
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  "CYH",
  "TSCO",
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  "GAIN",
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  "ULTA",
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  "PTON",
  "SU",
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  "IWN",
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  "GPN",
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  "ETR",
  "BN.TO",
  "FSK",
  "VYM",
  "GFF",
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  "EA",
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  "TT",
  "VRSK",
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  "WAB",
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  "FTNT",
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  "GSLC",
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  "KN",
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  "RACE",
  "PEG",
  "DHI",
  "VIGI",
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  "MSI",
  "SCHB",
  null,
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  "LCID",
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  "PLUG",
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  "KD",
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  "HBAN",
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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:

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PELOTON INTERACTIVE, INC.

PTON|70614W100

Shares:4

Value:$26

% of Portfolio:0.0% ($26/$248.3M)

Lyft, Inc.

LYFT|55087P104

Shares:2

Value:$24

% of Portfolio:0.0% ($24/$248.3M)

67092P110

Shares:1

Value:$24

% of Portfolio:0.0% ($24/$248.3M)

IGC Pharma, Inc.

IGC|45408X308

Shares:80

Value:$23

% of Portfolio:0.0% ($23/$248.3M)

PLUG POWER INC

PLUG|72919P202

Shares:16

Value:$22

% of Portfolio:0.0% ($22/$248.3M)

97717W430

Shares:1

Value:$22

% of Portfolio:0.0% ($22/$248.3M)

Virgin Galactic Holdings, Inc

SPCE|92766K403

Shares:7

Value:$22

% of Portfolio:0.0% ($22/$248.3M)

RAYMOND JAMES FINANCIAL INC

RJF|754730109

Shares:0

Value:$16

% of Portfolio:0.0% ($16/$248.3M)

389638107

Shares:1

Value:$16

% of Portfolio:0.0% ($16/$248.3M)

BP PRUDHOE BAY ROYALTY TRUST

BPT|055630107

Shares:25

Value:$14

% of Portfolio:0.0% ($14/$248.3M)

138035704

Shares:7

Value:$7

% of Portfolio:0.0% ($7/$248.3M)

05156X850

Shares:1

Value:$5

% of Portfolio:0.0% ($5/$248.3M)

Energous Corp

WATT|29272C202

Shares:6

Value:$2

% of Portfolio:0.0% ($2/$248.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
PELOTON INTERACTIVE, INC.(PTONcusip70614W100)	4	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$26	0.0% ($26/$248.3M)	QoQ -25.71% (-$9) YoY +44.44% (+$8)
Lyft, Inc.(LYFTcusip55087P104)	2	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$24	0.0% ($24/$248.3M)	QoQ -7.69% (-$2) YoY -38.46% (-$15)
(cusip67092P110)✕	1	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$24	0.0% ($24/$248.3M)	QoQ +4.34% (+$1) YoY +4.34% (+$1)
IGC Pharma, Inc.(IGCcusip45408X308)	80	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$23	0.0% ($23/$248.3M)	QoQ -14.81% (-$4) YoY -28.12% (-$9)
PLUG POWER INC(PLUGcusip72919P202)	16	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$22	0.0% ($22/$248.3M)	QoQ -37.14% (-$13) YoY -60.71% (-$34)
(cusip97717W430)✕	1	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$22	0.0% ($22/$248.3M)	QoQ -4.34% (-$1) YoY -4.34% (-$1)
Virgin Galactic Holdings, Inc(SPCEcusip92766K403)	7	QoQ 0.00% (-0) YoY NEW(+7)	All Managers (Combined)	$22	0.0% ($22/$248.3M)	QoQ -47.61% (-$20) YoY NEW(+$22)
RAYMOND JAMES FINANCIAL INC(RJFcusip754730109)	0	QoQ -(-0) YoY -(+0)	All Managers (Combined)	$16	0.0% ($16/$248.3M)	QoQ -11.11% (-$2) YoY +6.66% (+$1)
(cusip389638107)✕	1	QoQ 0.00% (-0) YoY NEW(+1)	All Managers (Combined)	$16	0.0% ($16/$248.3M)	QoQ -44.82% (-$13) YoY NEW(+$16)
BP PRUDHOE BAY ROYALTY TRUST(BPTcusip055630107)	25	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$14	0.0% ($14/$248.3M)	QoQ 0.00% (+$0) YoY -77.04% (-$47)
(cusip138035704)✕	7	QoQ NEW(+7) YoY -58.82% (-10)	All Managers (Combined)	$7	0.0% ($7/$248.3M)	QoQ NEW(+$7) YoY -95.23% (-$140)
(cusip05156X850)✕	1	QoQ 0.00% (+0) YoY NEW(+1)	All Managers (Combined)	$5	0.0% ($5/$248.3M)	QoQ 0.00% (+$0) YoY NEW(+$5)
Energous Corp(WATTcusip29272C202)	6	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$2	0.0% ($2/$248.3M)	QoQ -71.42% (-$5) YoY -84.61% (-$11)