Aj Advisors, LLC
CIK Number: 0001951167
195.36M
Market Value
32
# of Holdings
7 months
Avg. Holding Period
40.00%
Win Rate
31.44%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard 500 In... | 554.74 | +0.34% | 97.97K | +1.85% | 52.79M | 376.61 | 27.39% |
| 2 | QQQ | Invesco QQQ Tru... | 533.45 | +0.20% | 46.02K | +2.27% | 23.53M | 304.81 | 12.21% |
| 3 | IGRO | iShares Interna... | 80.17 | +1.01% | 311.25K | +2.14% | 21.15M | 59 | 10.98% |
| 4 | VO | Vanguard Mid Ca... | 274.18 | +0.29% | 61.26K | -0.01% | 16.18M | 209.25 | 8.40% |
| 5 | VB | Vanguard Small ... | 233.32 | -0.21% | 61.03K | +0.22% | 14.66M | 188.56 | 7.61% |
| 6 | STIP | iShares 0-5 Yea... | 102.16 | +0.05% | 120.57K | +2.43% | 12.13M | 97.31 | 6.29% |
| 7 | VTV | Vanguard Value ... | 174.72 | +0.57% | 68.55K | +1.83% | 11.61M | 142.88 | 6.02% |
| 8 | RDVY | First Trust Ris... | 61.38 | +0.18% | 154.5K | +1.90% | 9.14M | 45.48 | 4.74% |
| 9 | AGG | iShares Core U.... | 98.31 | +0.36% | 89.14K | +2.00% | 8.64M | 97.14 | 4.48% |
| 10 | PTRB | PGIM Total Retu... | 41.41 | +0.44% | 142.76K | +1.91% | 5.85M | 40.86 | 3.03% |
| 11 | SOXX | iShares Semicon... | 226.84 | +0.12% | 23.18K | +6.17% | 4.99M | 243.88 | 2.59% |
| 12 | JPM | JPMorgan Chase ... | 268.09 | -0.02% | 6.93K | -3.43% | 1.66M | 160.07 | 0.86% |
| 13 | AAPL | Apple Inc. | 198.98 | +0.10% | 4.55K | +0.04% | 1.14M | 139.07 | 0.59% |
| 14 | MSFT | Microsoft Corpo... | 478.50 | +1.25% | 2.7K | +1.70% | 1.14M | 294.47 | 0.59% |
| 15 | SPY | SPDR S&P 500 ET... | 603.44 | +0.35% | 1.57K | +0.32% | 918.23K | 424.59 | 0.48% |
| 16 | AMZN | Amazon.com, Inc... | 213.13 | -0.03% | 3.33K | +2.34% | 730.57K | 87.18 | 0.38% |
| 17 | GOOGL | Alphabet Inc. | 175.57 | -1% | 3.64K | +4.87% | 688.89K | 103.29 | 0.36% |
| 18 | HD | The Home Depot,... | 362.78 | +0.64% | 1.46K | +1.10% | 569.59K | 330.31 | 0.30% |
| 19 | SPLG | SPDR Portfolio ... | 70.97 | +0.33% | 7.51K | -1.35% | 518.02K | 45.95 | 0.27% |
| 20 | V | Visa Inc. | 371.03 | -0.61% | 1.61K | +2.80% | 509.98K | 226.14 | 0.26% |
| 21 | PG | The Procter & G... | 163.05 | +0.58% | 2.96K | -1.63% | 496.34K | 146.18 | 0.26% |
| 22 | BLK | BlackRock, Inc. | 987.76 | -0.56% | 441 | +100.00% | 451.66K | 1025.11 | 0.23% |
| 23 | SPSB | SPDR Portfolio ... | 30.02 | +0.08% | 14.26K | -2.47% | 425.73K | 29.39 | 0.22% |
| 24 | BRK-B | Berkshire Hatha... | 489.99 | +0.38% | 896 | +0.11% | 406.14K | 323.08 | 0.21% |
| 25 | IBM | International B... | 280.79 | -0.26% | 1.85K | +0.71% | 406.03K | 140.46 | 0.21% |
| 26 | HCA | HCA Healthcare,... | 371.20 | +0.98% | 1.23K | +2.42% | 368.15K | 265.02 | 0.19% |
| 27 | UNH | UnitedHealth Gr... | 318.11 | +2.43% | 660 | +4.27% | 333.73K | 513.74 | 0.17% |
| 28 | NVDA | NVIDIA Corporat... | 144.94 | +1.47% | 2.38K | +4.76% | 319.49K | 92.35 | 0.17% |
| 29 | PFRL | PGIM Floating R... | 49.88 | +0.13% | 5.83K | +0.29% | 293.5K | 48.81 | 0.15% |
| 30 | MA | Mastercard Inco... | 588.62 | -0.36% | 516 | +1.98% | 271.5K | 431.74 | 0.14% |
| 31 | IVV | iShares Core S&... | 606.23 | +0.32% | 366 | +0.27% | 215.4K | 576.85 | 0.11% |
| 32 | ADBE | Adobe Inc. | 414.08 | +0.30% | 464 | -2.73% | 206.33K | 590.49 | 0.11% |