Dhjj Financial Advisors, Ltd.

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 933Value: $248.3MLatest: 2025Q1

DHJJ Financial Advisors, Ltd. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 933 holdings worth $0.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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",
  "ABT",
  null,
  "ABBV",
  "ADBE",
  "OBDC",
  "RVT",
  null,
  null,
  null,
  "GOOGL",
  "RIOT",
  null,
  "VDE",
  null,
  null,
  "AXP",
  null,
  null,
  "SCHH",
  null,
  "T",
  "BILI",
  "BLK",
  null,
  null,
  null,
  null,
  null,
  "CAT",
  "AVGO",
  null,
  "LOW",
  null,
  null,
  null,
  null,
  "KMX",
  "ARCC",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "CRON",
  null,
  null,
  "CMI",
  null,
  null,
  "DUK",
  null,
  "MYRG",
  null,
  "ROKU",
  null,
  "RKT",
  "RDFN",
  "EBAY",
  "UTG",
  null,
  null,
  null,
  null,
  null,
  null,
  "WTTR",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "BUSE",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "GILD",
  null,
  null,
  null,
  "AMPX",
  "HON",
  "VXX",
  "HD",
  null,
  null,
  "HPQ",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MCD",
  null,
  null,
  null,
  "INTU",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "WATT",
  null,
  null,
  "UNP",
  null,
  null,
  null,
  null,
  null,
  null,
  "QCOM",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "ISRG",
  null,
  null,
  null,
  null,
  null,
  null,
  "EMXC",
  null,
  null,
  "LEN",
  null,
  null,
  null,
  null,
  null,
  "ITW",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IIPR",
  "RIVN",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IGT",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MUB",
  "META",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MFA",
  null,
  null,
  null,
  null,
  null,
  null,
  "IVW",
  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "UWMC",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "KMI",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "LRCX",
  "GBAB",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IGC",
  null,
  "MMC",
  null,
  null,
  "PWR",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MA",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "RTO",
  "MDT",
  null,
  null,
  null,
  null,
  null,
  null,
  "MSFT",
  null,
  "MAA",
  "MDLZ",
  null,
  "MS",
  "TMUS",
  "ENPH",
  "ESPR",
  "EXC",
  null,
  null,
  null,
  "GE",
  null,
  null,
  "HUN",
  "ILMN",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "ADM",
  null,
  "DLN",
  "ALK",
  "BX",
  "IJR",
  "EFG",
  null,
  "KKR",
  "IWD",
  "ORCL",
  "KHC",
  "NOC",
  "OKE",
  null,
  "PAYX",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "VHT",
  "AMH",
  null,
  null,
  "DOC",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "EEM",
  "IWF",
  null,
  null,
  null,
  "PANW",
  "PYPL",
  "PEP",
  null,
  "PNC",
  null,
  "DNP",
  "IEMG",
  "IJK",
  null,
  "IVV",
  null,
  null,
  null,
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "GS",
  "HPE",
  "INTC",
  "OGN",
  "GEHC",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  null,
  "VZ",
  null,
  "AMGN",
  "MAS",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "FNDX",
  null,
  null,
  null,
  null,
  null,
  "IEFA",
  "SPGI",
  null,
  null,
  "SCHX",
  null,
  null,
  null,
  "SHW",
  "SLB",
  "SRE",
  "O",
  "SHEL",
  "RTX",
  "SPDW",
  "GLD",
  null,
  null,
  "BP",
  null,
  null,
  "RSG",
  "SPLG",
  null,
  null,
  "IBM",
  "SSNC",
  "STGW",
  "SBUX",
  "SNPS",
  "TGT",
  "TMO",
  "TFC",
  "TRV",
  "UBER",
  "UPS",
  "VNQ",
  "VO",
  "MET",
  "UCTT",
  "VV",
  "MGNI",
  "VOE",
  "MRNA",
  "SCHW",
  "AB",
  "SUN",
  null,
  "ACWV",
  null,
  null,
  "VWO",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "VCIT",
  null,
  null,
  null,
  null,
  null,
  null,
  "CSWC",
  null,
  null,
  null,
  null,
  "VIG",
  null,
  null,
  "OLPX",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "CYH",
  "TSCO",
  null,
  null,
  null,
  "GAIN",
  null,
  null,
  "ULTA",
  "IWO",
  "PTON",
  "SU",
  null,
  "IWN",
  "TSM",
  "GSK",
  "GPN",
  null,
  null,
  "ETR",
  "BN.TO",
  "FSK",
  "VYM",
  "GFF",
  null,
  null,
  "EA",
  "GRAL",
  "TT",
  "VRSK",
  null,
  null,
  "SEIC",
  "LFUS",
  "ALGN",
  "GM",
  "UAA",
  "BLD",
  null,
  "SDY",
  "FI",
  "WAB",
  "F",
  "GNRC",
  "WEC",
  "EQR",
  "DEO",
  "WM",
  "FSLR",
  "FTNT",
  "IWP",
  "IWR",
  "MIDD",
  "NCLH",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "GSLC",
  "SGOL",
  "IPG",
  null,
  "KN",
  null,
  "RACE",
  "PEG",
  "DHI",
  "VIGI",
  "AMZN",
  "MSI",
  "SCHB",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "LCID",
  null,
  "LUV",
  null,
  null,
  null,
  "PLUG",
  null,
  null,
  "KD",
  "BBCA",
  null,
  "HDB",
  null,
  null,
  null,
  "HBAN",
  null,
  "VEU",
  null,
  "USB",
  "VUG",
  "VFH",
  "VEA",
  "VGK",
  "VYMI",
  "MGK",
  null,
  "VBK",
  "VTEB",
  "VBR",
  "VOT",
  "VT",
  "VB",
  "VOO",
  "VCEL",
  null,
  "VLTO",
  "VERI",
  "VTV",
  "VTRS",
  "V",
  "VSH",
  "VPG",
  null,
  null,
  "WBD",
  "WMT",
  "WBA",
  "WFC",
  "WTFC",
  "WTW",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "XEL",
  "Z",
  "IUSG",
  null,
  "SOLV",
  null,
  "OC",
  "FNF",
  "POST",
  "MTB",
  null,
  "SCHD",
  "BIIB",
  null,
  "DVY",
  "SCHG",
  null,
  "SCHF",
  "SCHA",
  "LVS",
  "NXPI",
  "MGM",
  null,
  "TTD",
  null,
  "OTIS",
  "SWKS",
  null,
  null,
  "RBRK",
  "DIA",
  null,
  null,
  null,
  null,
  null,
  "LII",
  null,
  null,
  "MTUM",
  null,
  "PBI",
  null,
  "GEV",
  "MELI",
  "NVT",
  null,
  "SPCE",
  "SPYV",
  null,
  "IRTC",
  "GWW",
  "ESGU",
  "PSA",
  null,
  "NRG",
  null,
  null,
  "ALLY",
  "KMB",
  "ADP",
  "BAC",
  "BMO",
  "BYND",
  "BILL",
  "BL",
  "BA",
  "BAH",
  null,
  "BHF",
  "SAM",
  "BMY",
  "BAM.TO",
  "BR",
  null,
  "CARR",
  "CCL",
  "CBOE",
  "CBRE",
  "CCS",
  "CVX",
  "CHTR",
  "CINF",
  "CB",
  "CSCO",
  "C",
  "CLX",
  "YOU",
  "CME",
  "KO",
  "CMA",
  "CMCSA",
  "CTSH",
  "COP",
  "STZ",
  "CEG",
  "ED",
  "COST",
  "GLW",
  "CTVA",
  "CRWD",
  "CVS",
  "CSX",
  "CVAC",
  "DHR",
  "DE",
  "DAL",
  "DXCM",
  null,
  null,
  null,
  null,
  "DFAC",
  "DOCU",
  "RSP",
  null,
  "IJT",
  null,
  "IJJ",
  "EFA",
  "IWB",
  "NEE",
  "NKE",
  "QQQ",
  "IWM",
  "DIS",
  "ELV",
  "GOOG",
  "XOM",
  "JNJ",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  "AWK",
  "APO",
  "MO",
  "MLM",
  "XLK",
  "URI",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

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 1 of 47

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INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:57.2K

Value:$26.8M

% of Portfolio:10.8% ($26.8M/$248.3M)

464287507

IJH|464287507

Shares:305.6K

Value:$17.8M

% of Portfolio:7.2% ($17.8M/$248.3M)

808524797

SCHD|808524797

Shares:376.4K

Value:$10.5M

% of Portfolio:4.2% ($10.5M/$248.3M)

808524300

SCHG|808524300

Shares:339.7K

Value:$8.5M

% of Portfolio:3.4% ($8.5M/$248.3M)

46641Q837

Shares:139.7K

Value:$7.1M

% of Portfolio:2.8% ($7.1M/$248.3M)

464287655

IWM|464287655

Shares:33.3K

Value:$6.6M

% of Portfolio:2.7% ($6.6M/$248.3M)

921908844

VIG|921908844

Shares:32.8K

Value:$6.4M

% of Portfolio:2.6% ($6.4M/$248.3M)

33734H106

Shares:136.4K

Value:$6.1M

% of Portfolio:2.4% ($6.1M/$248.3M)

464287614

IWF|464287614

Shares:16.5K

Value:$6.0M

% of Portfolio:2.4% ($6.0M/$248.3M)

46137V472

Shares:63.4K

Value:$5.8M

% of Portfolio:2.3% ($5.8M/$248.3M)

808524508

Shares:210.2K

Value:$5.5M

% of Portfolio:2.2% ($5.5M/$248.3M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:7.2K

Value:$4.0M

% of Portfolio:1.6% ($4.0M/$248.3M)

33733E104

Shares:44.9K

Value:$4.0M

% of Portfolio:1.6% ($4.0M/$248.3M)

808524607

SCHA|808524607

Shares:130.6K

Value:$3.1M

% of Portfolio:1.2% ($3.1M/$248.3M)

808524805

SCHF|808524805

Shares:154.2K

Value:$3.0M

% of Portfolio:1.2% ($3.0M/$248.3M)

45782C409

Shares:64.4K

Value:$3.0M

% of Portfolio:1.2% ($3.0M/$248.3M)

33740F847

Shares:63.1K

Value:$2.9M

% of Portfolio:1.2% ($2.9M/$248.3M)

74348A467

Shares:28.0K

Value:$2.9M

% of Portfolio:1.2% ($2.9M/$248.3M)

46138G300

Shares:71.4K

Value:$2.8M

% of Portfolio:1.1% ($2.8M/$248.3M)

808524102

SCHB|808524102

Shares:124.9K

Value:$2.7M

% of Portfolio:1.1% ($2.7M/$248.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	57.2K	QoQ -1.38% (-803) YoY -1.47% (-857)	All Managers (Combined)	$26.8M	10.8% ($26.8M/$248.3M)	QoQ -9.54% (-$2.8M) YoY +4.05% (-$1.0M)
(IJHcusip464287507)	305.6K	QoQ -1.11% (-3.5K) YoY -4.49% (-14.4K)	All Managers (Combined)	$17.8M	7.2% ($17.8M/$248.3M)	QoQ -7.40% (-$1.4M) YoY -8.25% (-$1.6M)
(SCHDcusip808524797)	376.4K	QoQ -0.08% (-308) YoY +214.82% (+256.8K)	All Managers (Combined)	$10.5M	4.2% ($10.5M/$248.3M)	QoQ +2.25% (-$232.5K) YoY +9.17% (+$884.1K)
(SCHGcusip808524300)	339.7K	QoQ -1.85% (-6.4K) YoY +298.69% (+254.5K)	All Managers (Combined)	$8.5M	3.4% ($8.5M/$248.3M)	QoQ -11.82% (-$1.1M) YoY +7.67% (+$606.2K)
(cusip46641Q837)✕	139.7K	QoQ +84.86% (+64.1K) YoY +9234.40% (+138.2K)	All Managers (Combined)	$7.1M	2.8% ($7.1M/$248.3M)	QoQ +85.81% (+$3.3M) YoY +9267.63% (+$7.0M)
(IWMcusip464287655)	33.3K	QoQ -1.54% (-523) YoY -3.23% (-1.1K)	All Managers (Combined)	$6.6M	2.7% ($6.6M/$248.3M)	QoQ -11.11% (-$830.2K) YoY -8.20% (-$593.4K)
(VIGcusip921908844)	32.8K	QoQ +0.25% (-85) YoY +1.66% (+538)	All Managers (Combined)	$6.4M	2.6% ($6.4M/$248.3M)	QoQ -0.68% (-$43.9K) YoY +7.99% (+$471.6K)
(cusip33734H106)✕	136.4K	QoQ -4.57% (-6.5K) YoY -5.26% (-7.6K)	All Managers (Combined)	$6.1M	2.4% ($6.1M/$248.3M)	QoQ -2.50% (-$156.0K) YoY +0.03% (-$1.9K)
(IWFcusip464287614)	16.5K	QoQ -1.43% (-240) YoY -4.97% (-866)	All Managers (Combined)	$6.0M	2.4% ($6.0M/$248.3M)	QoQ -11.37% (-$766.4K) YoY +1.80% (-$105.7K)
(cusip46137V472)✕	63.4K	QoQ +4.62% (-2.8K) YoY NEW(+63.4K)	All Managers (Combined)	$5.8M	2.3% ($5.8M/$248.3M)	QoQ -2.75% (-$164.3K) YoY NEW(+$5.8M)
(cusip808524508)✕	210.2K	QoQ -0.36% (-775) YoY +204.56% (-141.2K)	All Managers (Combined)	$5.5M	2.2% ($5.5M/$248.3M)	QoQ -5.79% (-$338.9K) YoY -2.00% (-$112.8K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	7.2K	QoQ +0.30% (-22) YoY +2.82% (+198)	All Managers (Combined)	$4.0M	1.6% ($4.0M/$248.3M)	QoQ -4.26% (-$179.4K) YoY +9.96% (+$365.2K)
(cusip33733E104)✕	44.9K	QoQ -9.72% (-4.8K) YoY -33.48% (-22.6K)	All Managers (Combined)	$4.0M	1.6% ($4.0M/$248.3M)	QoQ -7.85% (-$343.3K) YoY -30.38% (-$1.8M)
(SCHAcusip808524607)	130.6K	QoQ -1.36% (-1.8K) YoY +88.33% (-61.3K)	All Managers (Combined)	$3.1M	1.2% ($3.1M/$248.3M)	QoQ -10.63% (-$364.2K) YoY -10.38% (-$354.6K)
(SCHFcusip808524805)	154.2K	QoQ -1.76% (-2.8K) YoY +121.70% (+84.6K)	All Managers (Combined)	$3.0M	1.2% ($3.0M/$248.3M)	QoQ +5.03% (-$146.1K) YoY +12.38% (+$336.0K)
(cusip45782C409)✕	64.4K	QoQ -0.26% (-169) YoY -11.48% (-8.4K)	All Managers (Combined)	$3.0M	1.2% ($3.0M/$248.3M)	QoQ -3.00% (-$92.9K) YoY -5.19% (-$164.6K)
(cusip33740F847)✕	63.1K	QoQ -2.07% (-1.3K) YoY -10.86% (-7.7K)	All Managers (Combined)	$2.9M	1.2% ($2.9M/$248.3M)	QoQ -4.43% (-$136.7K) YoY -7.01% (-$222.3K)
(cusip74348A467)✕	28.0K	QoQ +0.55% (+154) YoY +10.85% (+2.7K)	All Managers (Combined)	$2.9M	1.2% ($2.9M/$248.3M)	QoQ +3.20% (+$89.0K) YoY +11.70% (+$300.0K)
(cusip46138G300)✕	71.4K	QoQ +8.18% (+5.4K) YoY +142.10% (+41.9K)	All Managers (Combined)	$2.8M	1.1% ($2.8M/$248.3M)	QoQ +0.95% (+$26.7K) YoY +132.34% (+$1.6M)
(SCHBcusip808524102)	124.9K	QoQ -5.72% (-7.6K) YoY +174.55% (-79.4K)	All Managers (Combined)	$2.7M	1.1% ($2.7M/$248.3M)	QoQ -10.58% (-$318.3K) YoY -3.17% (-$88.2K)