Aj Advisors, LLC Top Holdings and 13F Report (2024) → The Crypto 9-5 Escape Plan (From Crypto 101 Media) (Ad) About Aj Advisors, LLCInvestment ActivityAj Advisors, LLC has $181.29 million in total holdings as of March 31, 2024.Aj Advisors, LLC owns shares of 48 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 4.69% of the portfolio was purchased this quarter.About 0.56% of the portfolio was sold this quarter.This quarter, Aj Advisors, LLC has purchased 43 new stocks and bought additional shares in 27 stocks.Aj Advisors, LLC sold shares of 14 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $42,862,664iShares International Dividend Growth ETF $20,391,008Invesco QQQ $18,357,250Vanguard Mid-Cap ETF $16,546,503Vanguard Small-Cap ETF $15,232,092 Largest New Holdings this Quarter PGIM Total Return Bond ETF $523,918 HoldingNVIDIA $357,731 Holding3M CO $294,224 HoldingVanguard High Dividend Yield ETF $250,421 HoldingGENERAL ELECTRIC CO $218,287 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 3,447 shares (about $1.66M)iShares International Dividend Growth ETF 14,978 shares (about $1.01M)Invesco QQQ 1,835 shares (about $814.76K)Vanguard Mid-Cap ETF 2,983 shares (about $745.33K)Vanguard Small-Cap ETF 3,088 shares (about $705.89K) Largest Sales this Quarter Procter & Gamble 531 shares (about $86.15K)Principal Active High Yield ETF 4,288 shares (about $82.16K)SPDR Portfolio S&P 500 ETF 1,146 shares (about $70.51K)UnitedHealth Group 118 shares (about $58.39K)Amazon.com 295 shares (about $53.21K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAj Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$42,862,664$1,656,976 ▲4.0%89,16723.6%ETFIGROiShares International Dividend Growth ETF$20,391,008$1,008,918 ▲5.2%302,71711.2%ETFQQQInvesco QQQ$18,357,250$814,763 ▲4.6%41,34410.1%FinanceVOVanguard Mid-Cap ETF$16,546,503$745,333 ▲4.7%66,2239.1%ETFVBVanguard Small-Cap ETF$15,232,092$705,886 ▲4.9%66,6358.4%ETFVTVVanguard Value ETF$13,585,039$576,690 ▲4.4%83,4157.5%ETFSTIPiShares 0-5 Year TIPS Bond ETF$11,333,363$249,868 ▲2.3%113,9836.3%ETFRDVYFirst Trust NASDAQ Rising Dividend Achievers$8,558,733$412,063 ▲5.1%152,3724.7%ManufacturingAGGiShares Core U.S. Aggregate Bond ETF$8,365,886$24,975 ▲0.3%85,4184.6%FinanceFMHIFirst Trust Municipal High Income ETF$3,168,138$105,370 ▲3.4%65,7561.7%ManufacturingAAPLApple$2,073,184$14,233 ▼-0.7%12,0901.1%Computer and TechnologyJPMJPMorgan Chase & Co.$1,978,740$4,407 ▼-0.2%9,8791.1%FinanceYLDPrincipal Active High Yield ETF$1,938,379$82,158 ▼-4.1%101,1681.1%ETFMSFTMicrosoft$1,537,475$103,087 ▲7.2%3,6540.8%Computer and TechnologyKOCoca-Cola$1,153,649$16,212 ▼-1.4%18,8570.6%Consumer StaplesPGProcter & Gamble$1,028,464$86,152 ▼-7.7%6,3390.6%Consumer StaplesHCAHCA Healthcare$899,932$1,334 ▲0.1%2,6980.5%MedicalAMZNAmazon.com$840,751$53,212 ▼-6.0%4,6610.5%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$703,811$88,369 ▲14.4%1,3460.4%FinanceHDHome Depot$669,307$11,123 ▼-1.6%1,7450.4%Retail/WholesaleSPLGSPDR Portfolio S&P 500 ETF$654,753$70,515 ▼-9.7%10,6410.4%ETFGOOGLAlphabet$652,018$8,905 ▼-1.3%4,3200.4%Computer and TechnologyBRK.BBerkshire Hathaway$620,267$44,575 ▲7.7%1,4750.3%FinancePNFPPinnacle Financial Partners$602,994$1,546 ▲0.3%7,0210.3%FinancePTRBPGIM Total Return Bond ETF$523,918$523,918 ▲New Holding12,5940.3%ETFRTXRTX$488,304$3,023 ▲0.6%5,0070.3%AerospaceMETAMeta Platforms$480,957$19,433 ▲4.2%9900.3%Computer and TechnologyXOMExxon Mobil$450,564$3,836 ▲0.9%3,8760.2%Oils/EnergySPSBSPDR Portfolio Short Term Corporate Bond ETF$438,097$6,490 ▼-1.5%14,7160.2%ETFLLYEli Lilly and Company$436,112$29,541 ▲7.3%5610.2%MedicalVVisa$365,186$14,228 ▼-3.8%1,3090.2%Business ServicesNVDANVIDIA$357,731$357,731 ▲New Holding3960.2%Computer and TechnologyCSTRCapStar Financial$323,790$1,869 ▲0.6%16,1090.2%Financial ServicesEGPEastGroup Properties$314,089$2,157 ▲0.7%1,7470.2%FinanceDISWalt Disney$313,800$19,574 ▲6.7%2,5650.2%Consumer DiscretionaryPFRLPGIM Floating Rate Income ETF$306,689$306 ▼-0.1%6,0120.2%ETF3M CO$294,224$294,224 ▲New Holding2,7740.2%COM SHSIBMInternational Business Machines$294,139$18,145 ▼-5.8%1,5400.2%Computer and TechnologyMAMastercard$289,867$10,112 ▲3.6%6020.2%Business ServicesBLKBlackRock$260,547$7,492 ▲3.0%3130.1%FinanceUNHUnitedHealth Group$253,863$58,393 ▼-18.7%5130.1%MedicalVYMVanguard High Dividend Yield ETF$250,421$250,421 ▲New Holding2,0700.1%ETFOTISOtis Worldwide$223,806$794 ▲0.4%2,2550.1%ConstructionSBUXStarbucks$223,668$4,570 ▲2.1%2,4470.1%Retail/WholesaleADBEAdobe$220,510$7,064 ▲3.3%4370.1%Computer and TechnologyGENERAL ELECTRIC CO$218,287$218,287 ▲New Holding1,2440.1%COMDGDollar General$200,375$200,375 ▲New Holding1,2840.1%Retail/WholesaleNKLANikola$10,400$10,400 ▲New Holding10,0000.0%Auto/Tires/TrucksMMM3M$0$298,663 ▼-100.0%00.0%Multi-Sector ConglomeratesTSLATesla$0$269,601 ▼-100.0%00.0%Auto/Tires/TrucksShowing largest 100 holdings. 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