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CIK: 0001951167
Total reported value
$321.8M
$321.8M
32 檔
39.9%
As reported in its official Q4 2024 Form 13F filing, AJ Advisors, LLC's tracked investment portfolio stood at $321.8M with 32 total positions.
In Q4 2024, AJ Advisors, LLC displayed an active expansion posture, initiating 1 new positions and adding to 25 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VOO, QQQ, IGRO) accounted for 39.9% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 27.39% | -0.31% | +1.85% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 12.21% | +0.95% | +2.27% | |
| 3 | IGRO | Ishares Intl Div Growth ETF | ETF-Other | 10.98% | -1.14% | +2.14% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-Other | 8.40% | -0.20% | -0.01% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-Other | 7.61% | -0.08% | +0.22% | |
| 6 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 6.29% | -0.78% | +2.43% | |
| 7 | VTV | Vanguard Value ETF | ETF-Other | 6.02% | -0.28% | +1.83% | |
| 8 | RDVY | First Trust Rising Dividend | ETF-Other | 4.74% | +0.02% | +1.90% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 4.48% | — | +2.00% | |
| 10 | PTRB | Pgim Total Return Bond ETF | ETF-Other | 3.03% | -0.36% | +1.91% | |
| 11 | SOXX | Ishares Semiconductor ETF | ETF-Other | 2.59% | — | +6.17% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.86% | -0.03% | -3.43% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 0.59% | -0.03% | +0.04% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 0.59% | -0.05% | +1.70% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.48% | -0.02% | +0.32% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.38% | -0.02% | +2.34% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.36% | +0.02% | +4.87% | |
| 18 | HD | Home Depot Inc | Stock-Consumer Disc | 0.30% | -0.02% | +1.10% | |
| 19 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.27% | — | -1.35% | |
| 20 | V | Visa Inc-class A Shares | Stock-Financials | 0.26% | -0.01% | +2.80% | |
| 21 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.26% | -0.02% | -1.63% | |
| 22 | BLK | Blackrock Inc | Stock-Financials | 0.23% | -0.03% | — | |
| 23 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.22% | -0.02% | -2.47% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.21% | -0.02% | +0.11% | |
| 25 | IBM | Intl Business Machines CORP | Stock-Tech | 0.21% | — | +0.71% | |
| 26 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.19% | -0.06% | +2.42% | |
| 27 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.17% | +0.07% | NEW | |
| 28 | NVDA | Nvidia CORP | Stock-Tech | 0.17% | -0.01% | +4.76% | |
| 29 | PFRL | Pgim Floating Rate Income Et | ETF-Other | 0.15% | — | +0.29% | |
| 30 | MA | Mastercard Inc - A | Stock-Financials | 0.14% | -0.02% | +1.98% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.11% | — | +0.27% | |
| 32 | ADBE | Adobe Inc | Stock-Tech | 0.11% | — | -2.73% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +1.4% | +1.85% | Add |
| 2 | QQQ | Invesco Qqq Trust Series 1 | +1% | +2.27% | Add |
| 3 | BLK | Blackrock Inc | +0.2% | NEW | New buy |
| 4 | VB | Vanguard Small-cap ETF | +0.2% | +0.22% | Add |
| 5 | STIP | Ishares 0-5 Year Tips Bond E | +0.2% | +2.43% | Add |
| 6 | RDVY | First Trust Rising Dividend | +0.1% | +1.90% | Add |
| 7 | VO | Vanguard Mid-cap ETF | +0.1% | -0.01% | Trim |
| 8 | JPM | Jpmorgan Chase & Co | +0.1% | -3.43% | Trim |
| 9 | AMZN | Amazon.com Inc | +0.1% | +2.34% | Add |
| 10 | GOOGL | Alphabet Inc-cl A | +0.1% | +4.87% | Add |
| 11 | AAPL | Apple Inc | +0.1% | +0.04% | Add |
| 12 | V | Visa Inc-class A Shares | 0% | +2.80% | Add |
| 13 | NVDA | Nvidia CORP | 0% | +4.76% | Add |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.32% | Add |
| 15 | SOXX | Ishares Semiconductor ETF | 0% | +6.17% | Add |
| 16 | MA | Mastercard Inc - A | 0% | +1.98% | Add |
| 17 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | -1.35% | Trim |
| 18 | HD | Home Depot Inc | — | +1.10% | Add |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | — | +0.11% | Add |
| 20 | IVV | Ishares Core S&p 500 ETF | — | +0.27% | Add |
| 21 | MSFT | Microsoft CORP | — | +1.70% | Add |
| 22 | PFRL | Pgim Floating Rate Income Et | — | +0.29% | Add |
| 23 | IBM | Intl Business Machines CORP | — | +0.71% | Add |
| 24 | VTV | Vanguard Value ETF | 0% | +1.83% | Add |
| 25 | PG | Procter & Gamble Co/the | 0% | -1.63% | Trim |
| 26 | SPSB | Ss Spdr P St C CORP ETF | 0% | -2.47% | Trim |
| 27 | ADBE | Adobe Inc | 0% | -2.73% | Trim |
| 28 | UNH | Unitedhealth Group Inc | 0% | +4.27% | Add |
| 29 | PTRB | Pgim Total Return Bond ETF | -0.1% | +1.91% | Add |
| 30 | AGG | Ishares Core U.s. Aggregate | -0.1% | +2.00% | Add |
| 31 | HCA | Hca Healthcare Inc | -0.1% | +2.42% | Add |
| 32 | BLKCHF | Blackrock Inc | -0.2% | EXIT | Sold out |
| 33 | IGRO | Ishares Intl Div Growth ETF | -0.7% | +2.14% | Add |
| 34 | YLD | Principal Act Hi Yld ETF | -1% | EXIT | Sold out |
| 35 | FMHI | First Trust Municipal High I | -1.5% | EXIT | Sold out |
According to official SEC Form 13F filings, AJ Advisors, LLC reported a total U.S. public equity portfolio value of $321.8M across 32 disclosed positions in Q4 2024.
During Q4 2024, AJ Advisors, LLC's top holdings by market value included VOO (27.4%)、QQQ (12.2%)、IGRO (11.0%). The largest single position, VOO, represented 27.4% of total portfolio value.
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Top New Position Initiated
BLK
市值: $451.7K
Top Position Liquidated / Trimmed
FMHI
前期市值: $3.0M
In Q4 2024, AJ Advisors, LLC made 35 total portfolio adjustments, initiating 1 new buys, adding to 25 positions, trimming 6 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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