AJ Advisors, LLC

RIA/Wealth

AJ Advisors, LLC is a RIA/Wealth based in Nashville, TN led by John Province Stauffer, reporting $303.5M in AUM as of Q3 2025 with 96% ETF concentration, 87% concentrated in top 10 holdings, and 25% allocation to VOO.

MemberJohn Province Stauffer

Portfolio Value: $244.3M
Positions: 36
Top Holding: VOO at 25.11%
Last Reported: Q3 2025

Address429 Chestnut Street, #100, Nashville, TN, 37203-4802, United States

Top Holdings

Largest long holdings in AJ Advisors, LLC's portfolio (87.2% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard S&P 500 ETF VOO	ETF ETF	$61.3M	25.11%	+$1.1M Bought	— 100.2K shares	Q4 2022 Held for 2y 11m
2 iShares International Dividend Growth IGRO	ETF ETF	$32.3M	13.22%	+$1.6M Bought	— 405.4K shares	Q4 2022 Held for 2y 11m
3 Invesco QQQ Trust QQQ	ETF ETF	$30.2M	12.35%	+$288.8K Bought	— 50.3K shares	Q4 2022 Held for 2y 11m
4 Vanguard Mid-Cap Fund VO	ETF ETF	$16.4M	6.70%	+$446.8K Bought	— 55.7K shares	Q4 2022 Held for 2y 11m
5 Vanguard Small-Cap ETF VB	ETF ETF	$15.5M	6.35%	+$357.8K Bought	— 61.0K shares	Q4 2022 Held for 2y 11m
6 Vanguard Value VTV	ETF ETF	$14.1M	5.76%	+$424.6K Bought	— 75.4K shares	Q4 2022 Held for 2y 11m
7 iShares 0-5 Year TIPS Bond STIP	ETF ETF	$13.6M	5.56%	+$225.3K Bought	— 131.5K shares	Q4 2022 Held for 2y 11m
8 First Trust Rising Dividend Achievers RDVY	ETF ETF	$11.4M	4.65%	+$246.4K Bought	— 168.8K shares	Q4 2022 Held for 2y 11m
9 VCRB Vanguard Core Bond VCRB	ETF ETF	$10.1M	4.14%	+$174.1K Bought	— 128.9K shares	Q1 2025 Held for 8 months
10 VanEck Semiconductor SMH	ETF ETF	$8.2M	3.34%	+$37.2K Bought	— 25.0K shares	Q2 2025 Held for 5 months

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in AJ Advisors, LLC's latest filing

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Market Value

$244.3M

Prior: $224.8M

Q/Q Change

+8.7%

+$19.6M

Net Flows % of MV

+2.67%

Turnover Ratio

2.71%

New Purchases

1 stocks

$4.9M

Added To

13 stocks

+$5.0M

Sold Out Of

2 stocks

$795.9K

Reduced Holdings

21 stocks

-$2.6M

Increased Positions

Position	Shares Δ	Change
1 PYLD PIMCO Multi Sector Bond Active PYLD	New	0 → 181.2K +$4.9M
2 Nvidia NVDA	+5.41%	2.6K → 2.7K +$26.1K
3 iShares International Dividend Growth IGRO	+5.27%	385.1K → 405.4K +$1.6M
4 Vanguard Value VTV	+3.11%	73.2K → 75.4K +$424.6K
5 Vanguard Mid-Cap Fund VO	+2.81%	54.2K → 55.7K +$446.8K

Decreased Positions

Position	Shares Δ	Change
1 International Business Machines IBM	Sold	1.9K → 0 −$551.2K
2 Eli Lilly LLY	Sold	314.0 → 0 −$244.7K
3 Berkshire Hathaway BRK.B	-57.1%	2.1K → 910.0 −$608.8K
4 Procter & Gamble PG	-43.5%	2.8K → 1.6K −$189.2K
5 Microsoft MSFT	-20.39%	3.2K → 2.6K −$339.2K