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Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
JPIB +84,224+$4,011
FTXG +122,737+$3,051
ARE +6,703+$864
GSLC +800+$83
DGRW +925+$70
IBHF +2,000+$46
XLF +650+$27
JPIN +300+$17
PVH +75+$11
JPM +50+$10
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
DJD -5,000-$230
EXPD -221-$28
ARES CAPITAL CORP -7,000-$7
SNOW -23-$5
NWL -400-$3
WELL -1$UNCH
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
XME +63,764+$3,873
VNQI +55,918+$2,250
RSP +41,278+$7,171
VICI +9,702+$233
VBR +8,668+$2,590
VNQ +8,274+$668
VTR +6,069+$143
SHY +5,286+$410
XLU +5,157+$488
VBK +3,732+$2,160
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
UNG -476,549-$446
ICLN -342,138-$5,359
FINX -173,158-$4,425
VUSB -51,933-$2,567
RWX -27,735-$803
TEAM -22,000-$21,496
IEMG -11,508-$352
VPN -11,500+$68
IVW -11,153+$623
Bbjs Financial Advisors LLC Info
Size ($ in 1000's)
At 03/31/2024: $280,458
At 12/31/2023: $287,920

Bbjs Financial Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Bbjs Financial Advisors LLC 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Bbjs Financial Advisors LLC
As of  03/31/2024, we find all stocks held by Bbjs Financial Advisors LLC to be as follows, presented in the table below with each row detailing each Bbjs Financial Advisors LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Bbjs Financial Advisors LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Bbjs Financial Advisors LLC as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024		 Position Size
($ in 1000's)
ATLASSIAN CORPORATION 380,426 -22,000 $74,225
     TEAM380,426-22,000$74,225
VANGUARD INDEX FDS (VBK) 66,346 +3,732 $17,298
     VBK66,346+3,732$17,298
VANGUARD INTL EQUITY INDEX F (VGK) 255,244 -4,656 $17,188
     VGK255,244-4,656$17,188
VANGUARD INDEX FDS (VBR) 86,556 +8,668 $16,608
     VBR86,556+8,668$16,608
ISHARES TR (IVW) 156,381 -11,153 $13,205
     IVW156,381-11,153$13,205
VANGUARD INTL EQUITY INDEX F (VNQI) 292,407 +55,918 $12,322
     VNQI292,407+55,918$12,322
VANGUARD INTL EQUITY INDEX F (VPL) 156,988 -5,842 $11,936
     VPL156,988-5,842$11,936
ISHARES INC (IEMG) 225,741 -11,508 $11,648
     IEMG225,741-11,508$11,648
INVESCO EXCHANGE TRADED FD T (RSP) 56,823 +41,278 $9,624
     RSP56,823+41,278$9,624
SPDR SER TR (XME) 127,967 +63,764 $7,714
     XME127,967+63,764$7,714
ISHARES TR (SHY) 92,841 +5,286 $7,593
     SHY92,841+5,286$7,593
ISHARES TR (EEM) 168,160 -5,878 $6,908
     EEM168,160-5,878$6,908
ISHARES TR (IVE) 35,743 -6,526 $6,677
     IVE35,743-6,526$6,677
ISHARES TR (VLUE) 55,710 -8,779 $6,034
     VLUE55,710-8,779$6,034
ISHARES TR (IVV) 11,288 -4,121 $5,934
     IVV11,288-4,121$5,934
SPDR SER TR (XBI) 50,876 +255 $4,828
     XBI50,876+255$4,828
SELECT SECTOR SPDR TR (XLU) 69,811 +5,157 $4,583
     XLU69,811+5,157$4,583
SELECT SECTOR SPDR TR (XLV) 30,633 -3,902 $4,525
     XLV30,633-3,902$4,525
GLOBAL X FDS 265,058 -11,500 $4,122
     VPN265,058-11,500$4,122
J P MORGAN EXCHANGE TRADED F (JPIB) 84,224 +84,224 $4,011
     JPIB84,224+84,224$4,011
GLOBAL X FDS 98,771 +317 $3,354
     AIQ98,771+317$3,354
FIRST TR EXCHANGE TRADED FD (FTXG) 122,737 +122,737 $3,051
     FTXG122,737+122,737$3,051
UNITED STS NAT GAS FD LP 207,326 -476,549 $3,021
     UNG207,326-476,549$3,021
VANGUARD INDEX FDS (VNQ) 33,350 +8,274 $2,884
     VNQ33,350+8,274$2,884
NVIDIA CORPORATION 3,000 UNCH $2,711
     NVDA3,000UNCH$2,711
AMERICAN TOWER CORP NEW 6,827 +1,562 $1,349
     AMT6,827+1,562$1,349
CROWN CASTLE INC 12,323 +3,325 $1,304
     CCI12,323+3,325$1,304
ESSEX PPTY TR INC 4,800 +1,257 $1,175
     ESS4,800+1,257$1,175
PROLOGIS INC. 8,971 +1,429 $1,168
     PLD8,971+1,429$1,168
VENTAS INC 25,338 +6,069 $1,103
     VTR25,338+6,069$1,103
VICI PPTYS INC 36,641 +9,702 $1,092
     VICI36,641+9,702$1,092
PUBLIC STORAGE 3,590 +694 $1,041
     PSA3,590+694$1,041
EMPIRE ST RLTY TR INC 101,617 +902 $1,029
     ESRT101,617+902$1,029
SPDR INDEX SHS FDS (RWX) 38,550 -27,735 $1,006
     RWX38,550-27,735$1,006
ALEXANDRIA REAL ESTATE EQ IN 6,703 +6,703 $864
     ARE6,703+6,703$864
CCC INTELLIGENT SOLUTIONS HL 70,000 UNCH $837
     CCCS70,000UNCH$837
UNITY SOFTWARE INC 18,400 UNCH $491
     U18,400UNCH$491
SPDR INDEX SHS FDS (SPEU) 8,219 -378 $346
     SPEU8,219-378$346
PROCORE TECHNOLOGIES INC 4,000 -2,600 $329
     PCOR4,000-2,600$329
ISHARES TR (SUSA) 2,927 -341 $320
     SUSA2,927-341$320
ISHARES INC (EEMV) 5,333 -848 $302
     EEMV5,333-848$302
ISHARES TR (ICLN) 20,432 -342,138 $286
     ICLN20,432-342,138$286
ISHARES TR (ESML) 6,819 +144 $275
     ESML6,819+144$275
VANGUARD WORLD FD (VSGX) 4,608 +25 $265
     VSGX4,608+25$265
ISHARES TR (IBHE) 10,780 +1 $252
     IBHE10,780+1$252
ISHARES TR (IBHD) 10,317 +3 $241
     IBHD10,317+3$241
BERKSHIRE HATHAWAY INC DEL      $235
     BRK.B560+60$235
ISHARES TR (IBHG) 10,325 +4 $230
     IBHG10,325+4$230
EXXON MOBIL CORP 1,900 UNCH $221
     XOM1,900UNCH$221
ISHARES TR (IPAC) 2,790 UNCH $177
     IPAC2,790UNCH$177
KIMBERLY CLARK CORP 1,276 -700 $165
     KMB1,276-700$165
ISHARES INC (ESGE) 4,675 UNCH $151
     ESGE4,675UNCH$151
VANGUARD BD INDEX FDS (VUSB) 3,041 -51,933 $151
     VUSB3,041-51,933$151
J P MORGAN EXCHANGE TRADED F (JEPI) 2,427 -300 $140
     JEPI2,427-300$140
VANECK ETF TRUST (SMH) 536 -1 $121
     SMH536-1$121
ISHARES TR (TLT) 1,157 -659 $109
     TLT1,157-659$109
INVESCO QQQ TR 208 UNCH $92
     QQQ208UNCH$92
AMAZON COM INC 480 UNCH $87
     AMZN480UNCH$87
GOLDMAN SACHS ETF TR (GSLC) 800 +800 $83
     GSLC800+800$83
VANGUARD INTL EQUITY INDEX F (VWO) 1,720 UNCH $72
     VWO1,720UNCH$72
WISDOMTREE TR 925 +925 $70
     DGRW925+925$70
DISNEY WALT CO 574 -565 $70
     DIS574-565$70
ISHARES TR (IWF) 194 UNCH $65
     IWF194UNCH$65
ISHARES TR (IWM) 267 +230 $56
     IWM267+230$56
ISHARES TR (IWO) 205 UNCH $56
     IWO205UNCH$56
ISHARES TR (EFA) 678 UNCH $54
     EFA678UNCH$54
ISHARES TR (BGRN) 1,100 UNCH $52
     BGRN1,100UNCH$52
FIRST TR EXCHANGE TRADED FD (CIBR) 903 +148 $51
     CIBR903+148$51
ISHARES TR (FLOT) 994 UNCH $51
     FLOT994UNCH$51
FLEXSHARES TR (GUNR) 1,182 UNCH $49
     GUNR1,182UNCH$49
ISHARES TR (IWN) 310 UNCH $49
     IWN310UNCH$49
MICROSOFT CORP 111 -5 $47
     MSFT111-5$47
ISHARES TR (IBHF) 2,000 +2,000 $46
     IBHF2,000+2,000$46
ISHARES INC (FM) 1,490 UNCH $43
     FM1,490UNCH$43
FIRST TR EXCHANGE TRADED FD (QCLN) 1,101 -425 $38
     QCLN1,101-425$38
ALIBABA GROUP HLDG LTD 507 +7 $37
     BABA507+7$37
ISHARES TR (IJR) 299 UNCH $33
     IJR299UNCH$33
SELECT SECTOR SPDR TR (XLF) 650 +650 $27
     XLF650+650$27
GLOBAL X FDS 917 -173,158 $26
     FINX917-173,158$26
ISHARES TR (ICF) 430 UNCH $25
     ICF430UNCH$25
NORTHROP GRUMMAN CORP 50 UNCH $24
     NOC50UNCH$24
ISHARES TR (ILF) 747 -20 $21
     ILF747-20$21
AECOM 195 +1 $19
     ACM195+1$19
GLOBAL X FDS 355 UNCH $18
     BKCH355UNCH$18
GLOBAL X FDS 733 +2 $18
     NORW733+2$18
J P MORGAN EXCHANGE TRADED F (JPIN) 300 +300 $17
     JPIN300+300$17
HERSHEY CO 75 -10 $15
     HSY75-10$15
ISHARES TR (ITA) 115 UNCH $15
     ITA115UNCH$15
FIRST TR EXCHNG TRADED FD VI (CRPT) 1,000 -2,800 $14
     CRPT1,000-2,800$14
MP MATERIALS CORP 950 +700 $14
     MP950+700$14
VANECK ETF TRUST (AFK) 882 UNCH $13
     AFK882UNCH$13
FIDELITY COVINGTON TRUST 256 -1 $13
     FCOM256-1$13
PVH CORPORATION 75 +75 $11
     PVH75+75$11
CAMPBELL SOUP CO 226 -124 $10
     CPB226-124$10
JPMORGAN CHASE & CO 50 +50 $10
     JPM50+50$10
COSTCO WHSL CORP NEW 12 UNCH $9
     COST12UNCH$9
DRAFTKINGS INC NEW 200 +150 $9
     DKNG200+150$9
TERADYNE INC 80 UNCH $9
     TER80UNCH$9
ISHARES GOLD TR (IAU) 200 UNCH $8
     IAU200UNCH$8
SOFI TECHNOLOGIES INC 1,150 +1,150 $8
     SOFI1,150+1,150$8
BRISTOL MYERS SQUIBB CO 133 +1 $7
     BMY133+1$7
DUTCH BROS INC 200 +150 $7
     BROS200+150$7
COCA COLA CO 120 UNCH $7
     KO120UNCH$7
ISHARES SILVER TR (SLV) 300 UNCH $7
     SLV300UNCH$7
THE CIGNA GROUP 17 UNCH $6
     CI17UNCH$6
CORTEVA INC 100 +100 $6
     CTVA100+100$6
ENPHASE ENERGY INC 50 +50 $6
     ENPH50+50$6
FORD MTR CO DEL 440 UNCH $6
     F440UNCH$6
NU HLDGS LTD 500 +500 $6
     NU500+500$6
PAYPAL HLDGS INC 83 -51 $6
     PYPL83-51$6
SILGAN HLDGS INC 125 UNCH $6
     SLGN125UNCH$6
SPOTIFY TECHNOLOGY S A 23 UNCH $6
     SPOT23UNCH$6
EQUINIX INC 6 -956 $5
     EQIX6-956$5
VANGUARD WORLD FD (VDE) 40 UNCH $5
     VDE40UNCH$5
BLACKROCK INNOVATION AND GRW 500 +500 $4
     BIGZ500+500$4
US BANCORP DEL 100 UNCH $4
     USB100UNCH$4
VANGUARD INDEX FDS (VXF) 25 UNCH $4
     VXF25UNCH$4
HP INC 114 +1 $3
     HPQ114+1$3
ISHARES TR (IWR) 40 UNCH $3
     IWR40UNCH$3
TESLA INC 15 UNCH $3
     TSLA15UNCH$3
VERIZON COMMUNICATIONS INC 77 UNCH $3
     VZ77UNCH$3
VANGUARD BD INDEX FDS (BND) 23 UNCH $2
     BND23UNCH$2
BEYOND MEAT INC 300 UNCH $2
     BYND300UNCH$2
CITIGROUP INC 24 UNCH $2
     C24UNCH$2
HUNTINGTON INGALLS INDS INC 8 UNCH $2
     HII8UNCH$2
HEWLETT PACKARD ENTERPRISE C 115 +1 $2
     HPE115+1$2
DIGITAL RLTY TR INC 4 -54 $1
     DLR4-54$1
VANECK ETF TRUST (GDX) 30 UNCH $1
     GDX30UNCH$1
AMPLIFY ETF TR (MJ) 219 +219 $1
     MJ219+219$1
PELOTON INTERACTIVE INC 300 UNCH $1
     PTON300UNCH$1
RIVIAN AUTOMOTIVE INC 75 +75 $1
     RIVN75+75$1
CEL SCI CORP 40 UNCH <$1
     CVM40UNCH$0
DXC TECHNOLOGY CO 8 UNCH <$1
     DXC8UNCH$0
KRANESHARES TRUST (IVOL) 2 -201 <$1
     IVOL2-201$0
J P MORGAN EXCHANGE TRADED F (JPST) 1 -1,030 <$1
     JPST1-1,030$0
SIMON PPTY GROUP INC NEW 1 -1,398 <$1
     SPG1-1,398$0
TWILIO INC 5 UNCH <$1
     TWLO5UNCH$0
WELLTOWER INC 1 +0 $0
     WELL1UNCH$0
ARES CAPITAL CORP $0 (exited)
     NOTE 40-7,000$0
INVESCO EXCHANGE TRADED FD T $0 (exited)
     DJD0-5,000$0
EXPEDITORS INTL WASH INC $0 (exited)
     EXPD0-221$0
NEWELL BRANDS INC $0 (exited)
     NWL0-400$0
SNOWFLAKE INC $0 (exited)
     SNOW0-23$0

See Summary: Bbjs Financial Advisors LLC Top Holdings
See Details: Top 10 Stocks Held By Bbjs Financial Advisors LLC

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