The Analysis of AJ Advisors, LLC's Holdings


Currently, AJ Advisors, LLC holds 36 types of securities in its portfolio with a total value $244.3M. In the most recent quarter, they have increased their positions in PYLD (+181.2K shares, valued at $4.9M), IGRO (+20.3K shares, valued at $1.6M), VOO (+1.8K shares, valued at $1.1M); decreased their positions in BRK.B (-1.2K shares, valued at $608.8K), MSFT (-655 shares, valued at $339.2K), JPM (-854 shares, valued at $269.4K); initiated new positions in PYLD (+181.2K shares, valued at $4.9M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
VOO VANGUARD INDEX FDS100.2K shares1.81%2025-09-302025-10-31history
IGRO ISHARES TR405.4K shares5.27%2025-09-302025-10-31history
QQQ INVESCO QQQ TR50.3K shares0.97%2025-09-302025-10-31history
VO VANGUARD INDEX FDS55.7K shares2.81%2025-09-302025-10-31history
VB VANGUARD INDEX FDS61.0K shares2.36%2025-09-302025-10-31history
VTV VANGUARD INDEX FDS75.4K shares3.11%2025-09-302025-10-31history
STIP ISHARES TR131.5K shares1.69%2025-09-302025-10-31history
RDVY FIRST TR EXCHANGE TRADED FD168.8K shares2.22%2025-09-302025-10-31history
Sponsored
VCRB VANGUARD MALVERN FDS128.9K shares1.75%2025-09-302025-10-31history
SMH VANECK ETF TRUST25.0K shares0.46%2025-09-302025-10-31history
PTRB PGIM ETF TR159.8K shares1.14%2025-09-302025-10-31history
PYLD PIMCO ETF TR181.2K sharesnew addition2025-09-302025-10-31history
FMHI FIRST TR EXCH TRADED FD III56.1K shares-5.07%2025-09-302025-10-31history
HYMB SPDR SERIES TRUST104.1K shares-6.03%2025-09-302025-10-31history
YLD PRINCIPAL EXCHANGE TRADED FD89.0K shares-6.21%2025-09-302025-10-31history
JPM JPMORGAN CHASE & CO.5.4K shares-13.55%2025-09-302025-10-31history
Sponsored
MSFT MICROSOFT CORP2.6K shares-20.39%2025-09-302025-10-31history
AAPL APPLE INC5.1K shares-13.31%2025-09-302025-10-31history
SPY SPDR S&P 500 ETF TR1.8K shares-8.63%2025-09-302025-10-31history
GOOGL ALPHABET INC3.8K shares-14.75%2025-09-302025-10-31history
AMZN AMAZON COM INC3.4K shares-1.80%2025-09-302025-10-31history
HD HOME DEPOT INC1.5K shares-7.22%2025-09-302025-10-31history
V VISA INC1.7K shares-0.18%2025-09-302025-10-31history
BLK BLACKROCK INC460 shares0.00%2025-09-302025-10-31history
Sponsored
NVDA NVIDIA CORPORATION2.7K shares5.41%2025-09-302025-10-31history
BRK.B BERKSHIRE HATHAWAY INC DEL910 shares-57.10%2025-09-302025-10-31history
HCA HCA HEALTHCARE INC1.1K shares-13.32%2025-09-302025-10-31history
SPYM SPDR SERIES TRUST5.6K shares-0.39%2025-09-302025-10-31history
SPSB SPDR SERIES TRUST11.7K shares-2.00%2025-09-302025-10-31history
MA MASTERCARD INCORPORATED506 shares-11.23%2025-09-302025-10-31history
PFRL PGIM ETF TR5.0K shares-1.06%2025-09-302025-10-31history
IVV ISHARES TR369 shares0.27%2025-09-302025-10-31history
Sponsored
PG PROCTER AND GAMBLE CO1.6K shares-43.50%2025-09-302025-10-31history
UNH UNITEDHEALTH GROUP INC631 shares-11.62%2025-09-302025-10-31history
COST COSTCO WHSL CORP NEW224 shares-10.04%2025-09-302025-10-31history
DVY ISHARES TR1.4K shares-10.73%2025-09-302025-10-31history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available