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CIK: 0001951167
Total reported value
$321.8M
$321.8M
34 檔
39.7%
According to the latest 13F quarterly dataset, AJ Advisors, LLC managed an equity portfolio of $321.8M at the end of Q1 2025, spanning 34 distinct U.S. exchange-listed positions.
In Q1 2025, AJ Advisors, LLC displayed an active expansion posture, initiating 4 new positions and adding to 28 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 26.65% | -0.31% | +3.40% | |
| 2 | IGRO | Ishares Intl Div Growth ETF | ETF-Other | 11.89% | -1.14% | +3.01% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 11.46% | +0.95% | +3.72% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-Other | 8.30% | -0.20% | +2.33% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-Other | 7.10% | -0.08% | +2.46% | |
| 6 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 6.49% | -0.78% | +1.64% | |
| 7 | VTV | Vanguard Value ETF | ETF-Other | 6.21% | -0.28% | +2.40% | |
| 8 | RDVY | First Trust Rising Dividend | ETF-Other | 4.74% | +0.02% | +2.30% | |
| 9 | VCRB | Vanguard Core Bond ETF | ETF-Other | 4.65% | -0.53% | — | |
| 10 | PTRB | Pgim Total Return Bond ETF | ETF-Other | 3.19% | -0.36% | +4.74% | |
| 11 | SOXX | Ishares Semiconductor ETF | ETF-Other | 2.41% | — | +8.12% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.87% | -0.03% | +0.14% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 0.62% | -0.05% | +19.87% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 0.61% | -0.03% | +18.85% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.58% | -0.02% | +136.83% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.45% | -0.02% | +0.32% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.35% | +0.02% | +22.15% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.34% | -0.02% | +3.69% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 0.30% | -0.01% | +3.90% | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 0.29% | -0.02% | +7.38% | |
| 21 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.26% | — | +3.07% | |
| 22 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.26% | -0.02% | +0.88% | |
| 23 | IBM | Intl Business Machines CORP | Stock-Tech | 0.24% | — | +0.65% | |
| 24 | BLK | Blackrock Inc | Stock-Financials | 0.22% | -0.03% | +3.85% | |
| 25 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.22% | -0.06% | +0.16% | |
| 26 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.21% | -0.02% | -5.44% | |
| 27 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.19% | +0.07% | NEW | |
| 28 | MA | Mastercard Inc - A | Stock-Financials | 0.16% | -0.02% | +10.47% | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.15% | -0.01% | +10.93% | |
| 30 | PFRL | Pgim Floating Rate Income Et | ETF-Other | 0.14% | — | -4.73% | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.13% | — | — | |
| 32 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.11% | -0.01% | — | |
| 33 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.11% | -0.02% | — | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.11% | — | +0.27% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VCRB | Vanguard Core Bond ETF | +4.7% | NEW | New buy |
| 2 | IGRO | Ishares Intl Div Growth ETF | +0.9% | +3.01% | Add |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | +0.4% | +136.83% | Add |
| 4 | STIP | Ishares 0-5 Year Tips Bond E | +0.2% | +1.64% | Add |
| 5 | VTV | Vanguard Value ETF | +0.2% | +2.40% | Add |
| 6 | PTRB | Pgim Total Return Bond ETF | +0.2% | +4.74% | Add |
| 7 | LLY | Eli Lilly & Co | +0.1% | NEW | New buy |
| 8 | DVY | Ishares Select Dividend ETF | +0.1% | NEW | New buy |
| 9 | COST | Costco Wholesale CORP | +0.1% | NEW | New buy |
| 10 | V | Visa Inc-class A Shares | 0% | +3.90% | Add |
| 11 | MSFT | Microsoft CORP | 0% | +19.87% | Add |
| 12 | HCA | Hca Healthcare Inc | 0% | +0.16% | Add |
| 13 | IBM | Intl Business Machines CORP | 0% | +0.65% | Add |
| 14 | AAPL | Apple Inc | 0% | +18.85% | Add |
| 15 | MA | Mastercard Inc - A | 0% | +10.47% | Add |
| 16 | UNH | Unitedhealth Group Inc | 0% | +7.27% | Add |
| 17 | JPM | Jpmorgan Chase & Co | 0% | +0.14% | Add |
| 18 | RDVY | First Trust Rising Dividend | — | +2.30% | Add |
| 19 | PG | Procter & Gamble Co/the | — | +0.88% | Add |
| 20 | IVV | Ishares Core S&p 500 ETF | — | +0.27% | Add |
| 21 | HD | Home Depot Inc | — | +7.38% | Add |
| 22 | SPSB | Ss Spdr P St C CORP ETF | 0% | -5.44% | Trim |
| 23 | BLK | Blackrock Inc | 0% | +3.85% | Add |
| 24 | PFRL | Pgim Floating Rate Income Et | 0% | -4.73% | Trim |
| 25 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | +3.07% | Add |
| 26 | GOOGL | Alphabet Inc-cl A | 0% | +22.15% | Add |
| 27 | NVDA | Nvidia CORP | 0% | +10.93% | Add |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.32% | Add |
| 29 | AMZN | Amazon.com Inc | 0% | +3.69% | Add |
| 30 | VO | Vanguard Mid-cap ETF | -0.1% | +2.33% | Add |
| 31 | ADBE | Adobe Inc | -0.1% | EXIT | Sold out |
| 32 | SOXX | Ishares Semiconductor ETF | -0.2% | +8.12% | Add |
| 33 | VB | Vanguard Small-cap ETF | -0.5% | +2.46% | Add |
| 34 | VOO | Vanguard S&p 500 ETF | -0.7% | +3.40% | Add |
| 35 | QQQ | Invesco Qqq Trust Series 1 | -0.8% | +3.72% | Add |
| 36 | AGG | Ishares Core U.s. Aggregate | -4.5% | 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 34 disclosed positions in Q1 2025.
During Q1 2025, AJ Advisors, LLC's top holdings by market value included VOO (26.6%)、IGRO (11.9%)、QQQ (11.5%). The largest single position, VOO, represented 26.6% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, IGRO, QQQ) accounted for 39.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
VCRB
市值: $9.1M
Top Position Liquidated / Trimmed
AGG
前期市值: $8.6M
In Q1 2025, AJ Advisors, LLC made 36 total portfolio adjustments, initiating 4 new buys, adding to 28 positions, trimming 2 holdings, and fully liquidating 2 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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