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

Currently, AJ Advisors, LLC holds 33 types of securities in its portfolio with a total value $269.5M. In the most recent quarter, they have increased their positions in N/A (+4.4K shares, valued at $2.7M), N/A (+2.1K shares, valued at $1.2M), IGRO (+14.2K shares, valued at $1.2M); decreased their positions in SMH (-629 shares, valued at $241.2K), JPM (-374 shares, valued at $110.0K), SPYM (-411 shares, valued at $31.5K); initiated new positions in COST (+245 shares, valued at $244.0K).

1M P&L

+4.5M+2.51%

3M P&L

-50.9M-21.59%

HY P&L

-34.3M-15.64%

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/A163.8M

95.7%

2Banks - Diversified1.4M

0.8%

3Consumer Electronics1.3M

0.8%

Top Industries by Stock Count

1N/A16 stocks

57.1%

2Credit Services2 stocks

7.1%

3Internet Retail1 stocks

3.6%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS108.9K shares4.26%2026-03-312026-04-23

IGRO ISHARES TR443.5K shares3.31%2026-03-312026-04-23

INVESCO QQQ TR INVESCO QQQ TR54.5K shares4.04%2026-03-312026-04-23

VO VANGUARD INDEX FDS61.3K shares3.62%2026-03-312026-04-23

VB VANGUARD INDEX FDS65.5K shares2.29%2026-03-312026-04-23

VTV VANGUARD INDEX FDS80.7K shares1.97%2026-03-312026-04-23

STIP ISHARES TR147.5K shares3.88%2026-03-312026-04-23

AOM ISHARES TR274.9K shares2.14%2026-03-312026-04-23

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RDVY FIRST TR EXCHANGE TRADED FD178.7K shares1.88%2026-03-312026-04-23

VCRB VANGUARD MALVERN FDS142.7K shares3.10%2026-03-312026-04-23

SMH VANECK ETF TRUST24.0K shares-2.56%2026-03-312026-04-23

PTRB PGIM ETF TR181.9K shares2.87%2026-03-312026-04-23

PYLD PIMCO ETF TR206.9K shares5.17%2026-03-312026-04-23

JPM JPMORGAN CHASE & CO4.8K shares-7.27%2026-03-312026-04-23

AAPL APPLE INC5.2K shares-1.05%2026-03-312026-04-23

SPY STATE STR SPDR S&P 500 ETF T1.8K shares1.17%2026-03-312026-04-23

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ALPHABET INC ALPHABET INC3.7K shares0.76%2026-03-312026-04-23

MSFT MICROSOFT CORP2.5K shares0.77%2026-03-312026-04-23

AMZN AMAZON COM INC3.5K shares4.60%2026-03-312026-04-23

HD HOME DEPOT INC1.6K shares-0.87%2026-03-312026-04-23

HCA HCA HEALTHCARE INC1.1K shares2.31%2026-03-312026-04-23

V VISA INC1.6K shares3.42%2026-03-312026-04-23

BLACKROCK INC BLACKROCK INC486 shares-1.42%2026-03-312026-04-23

NVDA NVIDIA CORPORATION2.4K shares3.47%2026-03-312026-04-23

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BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL876 shares3.79%2026-03-312026-04-23

SPYM SPDR SERIES TRUST4.6K shares-8.14%2026-03-312026-04-23

SPSB SPDR SERIES TRUST11.7K shares-0.92%2026-03-312026-04-23

MA MASTERCARD INCORPORATED530 shares4.74%2026-03-312026-04-23

COST COSTCO WHOLESALE CORPORATION245 sharesnew addition2026-03-312026-04-23

IVV ISHARES TR372 shares0.27%2026-03-312026-04-23

PG PROCTER & GAMBLE CO1.6K shares-7.11%2026-03-312026-04-23

DVY ISHARES TR1.4K shares0.76%2026-03-312026-04-23

Sponsored

GMED GLOBUS MED INC2.4K shares0.00%2026-03-312026-04-23

VANGUARD INDEX FDS

4.26%

Shares108.9K

Event2026-03-31

Filed2026-04-23

IGRO

ISHARES TR

3.31%

Shares443.5K

Event2026-03-31

Filed2026-04-23

INVESCO QQQ TR

4.04%

Shares54.5K

Event2026-03-31

Filed2026-04-23

VANGUARD INDEX FDS

3.62%

Shares61.3K

Event2026-03-31

Filed2026-04-23

VANGUARD INDEX FDS

2.29%

Shares65.5K

Event2026-03-31

Filed2026-04-23

VTV

VANGUARD INDEX FDS

1.97%

Shares80.7K

Event2026-03-31

Filed2026-04-23

STIP

ISHARES TR

3.88%

Shares147.5K

Event2026-03-31

Filed2026-04-23

AOM

ISHARES TR

2.14%

Shares274.9K

Event2026-03-31

Filed2026-04-23

RDVY

FIRST TR EXCHANGE TRADED FD

1.88%

Shares178.7K

Event2026-03-31

Filed2026-04-23

VCRB

VANGUARD MALVERN FDS

3.10%

Shares142.7K

Event2026-03-31

Filed2026-04-23

SMH

VANECK ETF TRUST

-2.56%

Shares24.0K

Event2026-03-31

Filed2026-04-23

PTRB

PGIM ETF TR

2.87%

Shares181.9K

Event2026-03-31

Filed2026-04-23

PYLD

PIMCO ETF TR

5.17%

Shares206.9K

Event2026-03-31

Filed2026-04-23

JPM

JPMORGAN CHASE & CO

-7.27%

Shares4.8K

Event2026-03-31

Filed2026-04-23

AAPL

APPLE INC

-1.05%

Shares5.2K

Event2026-03-31

Filed2026-04-23

SPY

STATE STR SPDR S&P 500 ETF T

1.17%

Shares1.8K

Event2026-03-31

Filed2026-04-23

ALPHABET INC

0.76%

Shares3.7K

Event2026-03-31

Filed2026-04-23

MSFT

MICROSOFT CORP

0.77%

Shares2.5K

Event2026-03-31

Filed2026-04-23

AMZN

AMAZON COM INC

4.60%

Shares3.5K

Event2026-03-31

Filed2026-04-23

HOME DEPOT INC

-0.87%

Shares1.6K

Event2026-03-31

Filed2026-04-23

HCA

HCA HEALTHCARE INC

2.31%

Shares1.1K

Event2026-03-31

Filed2026-04-23

VISA INC

3.42%

Shares1.6K

Event2026-03-31

Filed2026-04-23

BLACKROCK INC

-1.42%

Shares486

Event2026-03-31

Filed2026-04-23

NVDA

NVIDIA CORPORATION

3.47%

Shares2.4K

Event2026-03-31

Filed2026-04-23

BERKSHIRE HATHAWAY INC DEL

3.79%

Shares876

Event2026-03-31

Filed2026-04-23

SPYM

SPDR SERIES TRUST

-8.14%

Shares4.6K

Event2026-03-31

Filed2026-04-23

SPSB

SPDR SERIES TRUST

-0.92%

Shares11.7K

Event2026-03-31

Filed2026-04-23

MASTERCARD INCORPORATED

4.74%

Shares530

Event2026-03-31

Filed2026-04-23

COST

COSTCO WHOLESALE CORPORATION

New

Shares245

Event2026-03-31

Filed2026-04-23

IVV

ISHARES TR

0.27%

Shares372

Event2026-03-31

Filed2026-04-23

PROCTER & GAMBLE CO

-7.11%

Shares1.6K

Event2026-03-31

Filed2026-04-23

DVY

ISHARES TR

0.76%

Shares1.4K

Event2026-03-31

Filed2026-04-23

GMED

GLOBUS MED INC

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-23

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available