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The Analysis of AJ Advisors, LLC's Holdings & P&L

Currently, AJ Advisors, LLC holds 37 types of securities in its portfolio with a total value $321.8M. In the most recent quarter, they have increased their positions in VO (+191.4K shares, valued at $15.4M), HYMB (+119.7K shares, valued at $3.0M), FMHI (+62.5K shares, valued at $3.0M); decreased their positions in SMH (-519 shares, valued at $340.4K), AMZN (-136 shares, valued at $32.4K), AAPL (-50 shares, valued at $14.5K); initiated new positions in HYMB (+119.7K shares, valued at $3.0M), FMHI (+62.5K shares, valued at $3.0M), YLD (+77.9K shares, valued at $1.5M).

1M P&L

+7.2M+2.33%

3M P&L

+4.5M+1.45%

HY P&L

-35.3M-10.04%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A309.7M

97.7%

2Consumer Electronics1.5M

0.5%

3Internet Content & Information1.3M

0.4%

Top Industries by Stock Count

1N/A18 stocks

62.1%

2Internet Content & Information1 stocks

3.4%

3Internet Retail1 stocks

3.4%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VOO VANGUARD INDEX FDS111.7K shares2.56%2026-06-302026-07-23

IGRO ISHARES TR462.5K shares4.29%2026-06-302026-07-23

QQQ INVESCO QQQ TR55.2K shares1.21%2026-06-302026-07-23

VO VANGUARD INDEX FDS252.7K shares312.07%2026-06-302026-07-23

VB VANGUARD INDEX FDS66.8K shares1.94%2026-06-302026-07-23

VTV VANGUARD INDEX FDS82.6K shares2.37%2026-06-302026-07-23

STIP ISHARES TR153.7K shares4.22%2026-06-302026-07-23

SMH VANECK ETF TRUST23.5K shares-2.17%2026-06-302026-07-23

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RDVY FIRST TR EXCHANGE TRADED FD180.7K shares1.10%2026-06-302026-07-23

AOM ISHARES TR283.1K shares2.99%2026-06-302026-07-23

VCRB VANGUARD MALVERN FDS148.6K shares4.08%2026-06-302026-07-23

PTRB PGIM ETF TR189.2K shares4.03%2026-06-302026-07-23

PYLD PIMCO ETF TR216.2K shares4.50%2026-06-302026-07-23

HYMB SPDR SERIES TRUST119.7K sharesnew addition2026-06-302026-07-23

FMHI FIRST TR EXCH TRADED FD III62.5K sharesnew addition2026-06-302026-07-23

JPMORGAN CHASE & CO JPMORGAN CHASE & CO4.8K shares0.31%2026-06-302026-07-23

Sponsored

AAPL APPLE INC5.2K shares-0.96%2026-06-302026-07-23

YLD PRINCIPAL EXCHANGE TRADED FD77.9K sharesnew addition2026-06-302026-07-23

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T1.8K shares0.28%2026-06-302026-07-23

GOOGL ALPHABET INC3.7K shares-0.41%2026-06-302026-07-23

MSFT MICROSOFT CORP2.5K shares1.74%2026-06-302026-07-23

AMZN AMAZON COM INC3.4K shares-3.84%2026-06-302026-07-23

VISA INC VISA INC1.6K shares-0.61%2026-06-302026-07-23

HD HOME DEPOT INC1.6K shares-1.89%2026-06-302026-07-23

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NVDA NVIDIA CORPORATION2.4K shares-2.62%2026-06-302026-07-23

BLK BLACKROCK INC484 shares-0.41%2026-06-302026-07-23

BRK.B BERKSHIRE HATHAWAY INC DEL869 shares-0.80%2026-06-302026-07-23

HCA HCA HEALTHCARE INC1.1K shares1.32%2026-06-302026-07-23

SPDR SERIES TRUST SPDR SERIES TRUST4.8K shares2.54%2026-06-302026-07-23

SPSB SPDR SERIES TRUST11.7K shares0.11%2026-06-302026-07-23

ISHARES TR ISHARES TR369 shares-0.81%2026-06-302026-07-23

MASTERCARD INCORPORATED MASTERCARD INCORPORATED531 shares0.19%2026-06-302026-07-23

Sponsored

PG PROCTER & GAMBLE CO1.6K shares-2.10%2026-06-302026-07-23

DVY ISHARES TR1.5K shares0.83%2026-06-302026-07-23

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION240 shares-2.04%2026-06-302026-07-23

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC522 sharesnew addition2026-06-302026-07-23

LPRO OPEN LENDING CORP46.4K sharesnew addition2026-06-302026-07-23

VOO

VANGUARD INDEX FDS

2.56%

Shares111.7K

Event2026-06-30

Filed2026-07-23

IGRO

ISHARES TR

4.29%

Shares462.5K

Event2026-06-30

Filed2026-07-23

QQQ

INVESCO QQQ TR

1.21%

Shares55.2K

Event2026-06-30

Filed2026-07-23

VANGUARD INDEX FDS

312.07%

Shares252.7K

Event2026-06-30

Filed2026-07-23

VANGUARD INDEX FDS

1.94%

Shares66.8K

Event2026-06-30

Filed2026-07-23

VTV

VANGUARD INDEX FDS

2.37%

Shares82.6K

Event2026-06-30

Filed2026-07-23

STIP

ISHARES TR

4.22%

Shares153.7K

Event2026-06-30

Filed2026-07-23

SMH

VANECK ETF TRUST

-2.17%

Shares23.5K

Event2026-06-30

Filed2026-07-23

RDVY

FIRST TR EXCHANGE TRADED FD

1.10%

Shares180.7K

Event2026-06-30

Filed2026-07-23

AOM

ISHARES TR

2.99%

Shares283.1K

Event2026-06-30

Filed2026-07-23

VCRB

VANGUARD MALVERN FDS

4.08%

Shares148.6K

Event2026-06-30

Filed2026-07-23

PTRB

PGIM ETF TR

4.03%

Shares189.2K

Event2026-06-30

Filed2026-07-23

PYLD

PIMCO ETF TR

4.50%

Shares216.2K

Event2026-06-30

Filed2026-07-23

HYMB

SPDR SERIES TRUST

New

Shares119.7K

Event2026-06-30

Filed2026-07-23

FMHI

FIRST TR EXCH TRADED FD III

New

Shares62.5K

Event2026-06-30

Filed2026-07-23

JPMORGAN CHASE & CO

0.31%

Shares4.8K

Event2026-06-30

Filed2026-07-23

AAPL

APPLE INC

-0.96%

Shares5.2K

Event2026-06-30

Filed2026-07-23

YLD

PRINCIPAL EXCHANGE TRADED FD

New

Shares77.9K

Event2026-06-30

Filed2026-07-23

STATE STR SPDR S&P 500 ETF T

0.28%

Shares1.8K

Event2026-06-30

Filed2026-07-23

GOOGL

ALPHABET INC

-0.41%

Shares3.7K

Event2026-06-30

Filed2026-07-23

MSFT

MICROSOFT CORP

1.74%

Shares2.5K

Event2026-06-30

Filed2026-07-23

AMZN

AMAZON COM INC

-3.84%

Shares3.4K

Event2026-06-30

Filed2026-07-23

VISA INC

-0.61%

Shares1.6K

Event2026-06-30

Filed2026-07-23

HOME DEPOT INC

-1.89%

Shares1.6K

Event2026-06-30

Filed2026-07-23

NVDA

NVIDIA CORPORATION

-2.62%

Shares2.4K

Event2026-06-30

Filed2026-07-23

BLK

BLACKROCK INC

-0.41%

Shares484

Event2026-06-30

Filed2026-07-23

BRK.B

BERKSHIRE HATHAWAY INC DEL

-0.80%

Shares869

Event2026-06-30

Filed2026-07-23

HCA

HCA HEALTHCARE INC

1.32%

Shares1.1K

Event2026-06-30

Filed2026-07-23

SPDR SERIES TRUST

2.54%

Shares4.8K

Event2026-06-30

Filed2026-07-23

SPSB

SPDR SERIES TRUST

0.11%

Shares11.7K

Event2026-06-30

Filed2026-07-23

ISHARES TR

-0.81%

Shares369

Event2026-06-30

Filed2026-07-23

MASTERCARD INCORPORATED

0.19%

Shares531

Event2026-06-30

Filed2026-07-23

PROCTER & GAMBLE CO

-2.10%

Shares1.6K

Event2026-06-30

Filed2026-07-23

DVY

ISHARES TR

0.83%

Shares1.5K

Event2026-06-30

Filed2026-07-23

COSTCO WHOLESALE CORPORATION

-2.04%

Shares240

Event2026-06-30

Filed2026-07-23

UNITEDHEALTH GROUP INC

New

Shares522

Event2026-06-30

Filed2026-07-23

LPRO

OPEN LENDING CORP

New

Shares46.4K

Event2026-06-30

Filed2026-07-23

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available