The Analysis of AJ Advisors, LLC's Holdings
Currently, AJ Advisors, LLC holds 35 types of securities in its portfolio with a total value $270.9M. In the most recent quarter, they have increased their positions in AOM (+269.1K shares, valued at $12.8M), N/A (+4.3K shares, valued at $2.7M), IGRO (+23.8K shares, valued at $2.0M); decreased their positions in YLD (-14.9K shares, valued at $284.1K), SMH (-380 shares, valued at $136.8K), JPM (-304 shares, valued at $97.9K); initiated new positions in AOM (+269.1K shares, valued at $12.8M), N/A (+16.2K shares, valued at $243.0K), GMED (+2.4K shares, valued at $209.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IGRO ISHARES TR429.3K shares5.88%2025-12-312026-01-21
VO VANGUARD INDEX FDS59.2K shares6.22%2025-12-312026-01-21 VB VANGUARD INDEX FDS64.0K shares5.04%2025-12-312026-01-21 VTV VANGUARD INDEX FDS79.1K shares4.90%2025-12-312026-01-21 STIP ISHARES TR142.0K shares7.98%2025-12-312026-01-21 AOM ISHARES TR269.1K sharesnew addition2025-12-312026-01-21 RDVY FIRST TR EXCHANGE TRADED FD175.4K shares3.91%2025-12-312026-01-21 VCRB VANGUARD MALVERN FDS138.4K shares7.40%2025-12-312026-01-21 SMH VANECK ETF TRUST24.6K shares-1.52%2025-12-312026-01-21 PTRB PGIM ETF TR176.8K shares10.69%2025-12-312026-01-21 PYLD PIMCO ETF TR196.7K shares8.55%2025-12-312026-01-21 FMHI FIRST TR EXCH TRADED FD III60.4K shares7.71%2025-12-312026-01-21 JPM JPMORGAN CHASE & CO.5.1K shares-5.58%2025-12-312026-01-21 AAPL APPLE INC5.3K shares4.01%2025-12-312026-01-21 YLD PRINCIPAL EXCHANGE TRADED FD74.0K shares-16.80%2025-12-312026-01-21 SPY SPDR S&P 500 ETF TR1.8K shares2.05%2025-12-312026-01-21 MSFT MICROSOFT CORP2.5K shares-3.87%2025-12-312026-01-21 ALPHABET INC ALPHABET INC3.7K shares-3.17%2025-12-312026-01-21 AMZN AMAZON COM INC3.4K shares0.06%2025-12-312026-01-21 V VISA INC1.6K shares-5.28%2025-12-312026-01-21 HD HOME DEPOT INC1.6K shares5.80%2025-12-312026-01-21 HCA HCA HEALTHCARE INC1.0K shares-2.81%2025-12-312026-01-21 NVDA NVIDIA CORPORATION2.4K shares-13.55%2025-12-312026-01-21 SPYM SPDR SERIES TRUST5.0K shares-9.37%2025-12-312026-01-21 SPSB SPDR SERIES TRUST11.8K shares0.68%2025-12-312026-01-21 MA MASTERCARD INCORPORATED506 shares0.00%2025-12-312026-01-21 IVV ISHARES TR371 shares0.54%2025-12-312026-01-21 PG PROCTER AND GAMBLE CO1.7K shares9.00%2025-12-312026-01-21 GMED GLOBUS MED INC2.4K sharesnew addition2025-12-312026-01-21 DVY ISHARES TR1.4K shares1.12%2025-12-312026-01-21 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available