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Size ($ in 1000's)
At 03/31/2024: $225,989
At 12/31/2023: $213,863
DHJJ Financial Advisors Ltd. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from DHJJ Financial Advisors Ltd. 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the DHJJ Financial Advisors Ltd. top holdings by largest position size, as per the latest 13f filing made by DHJJ Financial Advisors Ltd..
In the DHJJ Financial Advisors Ltd.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by DHJJ Financial Advisors Ltd. in that top holding, then the share count change between reporting periods, and finally the DHJJ Financial Advisors Ltd. top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| INVESCO QQQ TR |
58,028 |
-353 |
$25,765 | | QQQ | 58,028 | -353 | $25,765 | | ISHARES TR (IJH) |
319,978 |
+253,587 |
$19,435 | | IJH | 319,978 | +253,587 | $19,435 | | SCHWAB STRATEGIC TR |
119,561 |
+4,257 |
$9,640 | | SCHD | 119,561 | +4,257 | $9,640 | | SCHWAB STRATEGIC TR |
85,206 |
+2,759 |
$7,900 | | SCHG | 85,206 | +2,759 | $7,900 | | ISHARES TR (IWM) |
34,392 |
-333 |
$7,233 | | IWM | 34,392 | -333 | $7,233 | | FIRST TR VALUE LINE DIVID IN (FVD) |
143,948 |
+48 |
$6,079 | | FVD | 143,948 | +48 | $6,079 | | VANGUARD SPECIALIZED FUNDS (VIG) |
32,285 |
-150 |
$5,896 | | VIG | 32,285 | -150 | $5,896 | | ISHARES TR (IWF) |
17,409 |
-180 |
$5,868 | | IWF | 17,409 | -180 | $5,868 | | FIRST TR EXCHANGE TRADED FD (FTCS) |
67,565 |
-1,130 |
$5,787 | | FTCS | 67,565 | -1,130 | $5,787 | | SCHWAB STRATEGIC TR |
69,011 |
-23,780 |
$5,620 | | SCHM | 69,011 | -23,780 | $5,620 | | SPDR S&P 500 ETF TR (SPY) |
7,006 |
-183 |
$3,665 | | SPY | 7,006 | -183 | $3,665 | | SCHWAB STRATEGIC TR |
69,351 |
-2,225 |
$3,415 | | SCHA | 69,351 | -2,225 | $3,415 | | FIRST TR EXCHNG TRADED FD VI (FNOV) |
70,836 |
-2,037 |
$3,169 | | FNOV | 70,836 | -2,037 | $3,169 | | INNOVATOR ETFS TR (BJAN) |
72,730 |
-53 |
$3,167 | | BJAN | 72,730 | -53 | $3,167 | | SCHWAB STRATEGIC TR |
45,493 |
+220 |
$2,777 | | SCHB | 45,493 | +220 | $2,777 | | SCHWAB STRATEGIC TR |
69,536 |
+6,930 |
$2,713 | | SCHF | 69,536 | +6,930 | $2,713 | | INNOVATOR ETFS TR (PAUG) |
75,636 |
-4,069 |
$2,676 | | PAUG | 75,636 | -4,069 | $2,676 | | PROSHARES TR (NOBL) |
25,278 |
+560 |
$2,563 | | NOBL | 25,278 | +560 | $2,563 | | UNITED PARCEL SERVICE INC |
16,905 |
UNCH |
$2,513 | | UPS | 16,905 | UNCH | $2,513 | | ISHARES TR (IWO) |
8,859 |
-274 |
$2,399 | | IWO | 8,859 | -274 | $2,399 | | WISDOMTREE TR |
49,988 |
+2,214 |
$2,296 | | IHDG | 49,988 | +2,214 | $2,296 | | INVESCO EXCHANGE TRADED FD T (RSPT) |
57,156 |
+2,848 |
$2,011 | | RSPT | 57,156 | +2,848 | $2,011 | | CATERPILLAR INC |
5,011 |
UNCH |
$1,836 | | CAT | 5,011 | UNCH | $1,836 | | APPLE INC |
10,540 |
-5 |
$1,807 | | AAPL | 10,540 | -5 | $1,807 | | FIRST TR MID CAP CORE ALPHAD (FNX) |
15,843 |
-321 |
$1,796 | | FNX | 15,843 | -321 | $1,796 | | INNOVATOR ETFS TR (BSEP) |
43,526 |
-805 |
$1,710 | | BSEP | 43,526 | -805 | $1,710 | | VANGUARD WORLD FDS (VDC) |
8,336 |
+1 |
$1,702 | | VDC | 8,336 | +1 | $1,702 | | INNOVATOR ETFS TR (KOCT) |
58,310 |
-48 |
$1,660 | | KOCT | 58,310 | -48 | $1,660 | | INNOVATOR ETFS TR (NJAN) |
37,836 |
+4,781 |
$1,649 | | NJAN | 37,836 | +4,781 | $1,649 | | FIRST TR EXCHANGE TRADED FD (TDIV) |
21,731 |
-175 |
$1,514 | | TDIV | 21,731 | -175 | $1,514 | | INVESCO EXCHANGE TRADED FD T (RSPS) |
45,945 |
-996 |
$1,513 | | RSPS | 45,945 | -996 | $1,513 | | INNOVATOR ETFS TR (BFEB) |
36,953 |
+324 |
$1,452 | | BFEB | 36,953 | +324 | $1,452 | | INNOVATOR ETFS TR (KJAN) |
40,906 |
+1,222 |
$1,447 | | KJAN | 40,906 | +1,222 | $1,447 | | WISDOMTREE TR |
18,873 |
+2,286 |
$1,438 | | DGRW | 18,873 | +2,286 | $1,438 | | INNOVATOR ETFS TR (NJUL) |
24,609 |
-554 |
$1,419 | | NJUL | 24,609 | -554 | $1,419 | | FIRST TR EXCHANGE TRADED FD (FDN) |
6,085 |
-492 |
$1,248 | | FDN | 6,085 | -492 | $1,248 | | INVESCO EXCH TRADED FD TR II (XSHQ) |
29,484 |
+17,367 |
$1,214 | | XSHQ | 29,484 | +17,367 | $1,214 | | INNOVATOR ETFS TR (IJAN) |
37,257 |
+323 |
$1,166 | | IJAN | 37,257 | +323 | $1,166 | | INNOVATOR ETFS TR (PAPR) |
34,508 |
-21,630 |
$1,159 | | PAPR | 34,508 | -21,630 | $1,159 | | INNOVATOR ETFS TR (PMAY) |
35,649 |
-4,046 |
$1,158 | | PMAY | 35,649 | -4,046 | $1,158 | | INNOVATOR ETFS TR (NOCT) |
22,924 |
-245 |
$1,091 | | NOCT | 22,924 | -245 | $1,091 | | INNOVATOR ETFS TR (BJUL) |
26,432 |
-405 |
$1,066 | | BJUL | 26,432 | -405 | $1,066 | | MCDONALDS CORP |
3,512 |
UNCH |
$990 | | MCD | 3,512 | UNCH | $990 | | INVESCO EXCH TRADED FD TR II (SPLV) |
14,695 |
-4 |
$968 | | SPLV | 14,695 | -4 | $968 | | INNOVATOR ETFS TR (BAUG) |
24,039 |
-510 |
$934 | | BAUG | 24,039 | -510 | $934 | | ISHARES TR (IWB) |
3,225 |
UNCH |
$929 | | IWB | 3,225 | UNCH | $929 | | SCHWAB STRATEGIC TR |
25,135 |
+15 |
$895 | | FNDF | 25,135 | +15 | $895 | | FIRST TR EXCHNG TRADED FD VI (FFEB) |
19,580 |
+48 |
$886 | | FFEB | 19,580 | +48 | $886 | | VANGUARD INDEX FDS (VOO) |
1,808 |
+1,213 |
$869 | | VOO | 1,808 | +1,213 | $869 | | DIMENSIONAL ETF TRUST (DFAI) |
28,490 |
+3,046 |
$861 | | DFAI | 28,490 | +3,046 | $861 |
See Full List: All Stocks Held By DHJJ Financial Advisors Ltd.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By DHJJ Financial Advisors Ltd.
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