DHJJ Financial Advisors, Ltd.
RIA/Wealth
DHJJ Financial Advisors, Ltd. is a RIA/Wealth based in Naperville, IL led by Terrence John Cicero, reporting $543.5M in AUM as of Q3 2025 with 87% ETF concentration and minimal technology exposure.
PresidentTerrence John Cicero
- Portfolio Value
- $291.4M
- Positions
- 950
- Top Holding
- QQQ at 11.78%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in DHJJ Financial Advisors, Ltd.'s portfolio (41% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $34.3M | 11.78% | +$172.3K Bought | — 57.2K shares | |
ETF ETF | $19.9M | 6.82% | -$88.7K Sold | — 304.3K shares | |
ETF ETF | $10.7M | 3.66% | -$85.8K Sold | — 334.5K shares | |
ETF ETF | $10.5M | 3.60% | +$23.6K Bought | — 384.1K shares | |
ETF ETF | $8.2M | 2.83% | +$261.8K Bought | — 34.1K shares | |
ETF ETF | $8.1M | 2.79% | +$664.4K Bought | — 160.2K shares | |
ETF ETF | $7.3M | 2.52% | -$319.0K Sold | — 15.7K shares | |
ETF ETF | $7.3M | 2.52% | +$237.5K Bought | — 69.8K shares | |
Unknown Unknown | $7.1M | 2.45% | -$11.4K Sold | — 33.1K shares | |
ETF ETF | $5.9M | 2.04% | +$91.8K Bought | — 200.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in DHJJ Financial Advisors, Ltd.'s latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
New Purchases
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Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for DHJJ Financial Advisors, Ltd.
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