DHJJ Financial Advisors, Ltd. Portfolio Holdings
Q3 2025•950 long positions•$291.4M portfolio value
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Holding970 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $34.3M 11.78% | +$172.3K Bought | — 57.2K shares | 56.9K → 57.2K +$172.3K | +0.5% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $19.9M 6.82% | -$88.7K Sold | — 304.3K shares | 305.6K → 304.3K −$88.7K | -0.44% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $10.7M 3.66% | -$85.8K Sold | — 334.5K shares | 337.2K → 334.5K −$85.8K | -0.8% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $10.5M 3.6% | +$23.6K Bought | — 384.1K shares | 383.2K → 384.1K +$23.6K | +0.23% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $8.2M 2.83% | +$261.8K Bought | — 34.1K shares | 33.0K → 34.1K +$261.8K | +3.28% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $8.1M 2.79% | +$664.4K Bought | — 160.2K shares | 147.1K → 160.2K +$664.4K | +8.9% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $7.3M 2.52% | -$319.0K Sold | — 15.7K shares | 16.3K → 15.7K −$319.0K | -4.17% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $7.3M 2.52% | +$237.5K Bought | — 69.8K shares | 67.6K → 69.8K +$237.5K | +3.35% | — — | Q2 2024 Held for 1y 5m | |
Unknown Unknown | $7.1M 2.45% | -$11.4K Sold | — 33.1K shares | 33.2K → 33.1K −$11.4K | -0.16% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $5.9M 2.04% | +$91.8K Bought | — 200.4K shares | 197.3K → 200.4K +$91.8K | +1.57% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $4.8M 1.64% | -$54.0K Sold | — 7.2K shares | 7.3K → 7.2K −$54.0K | -1.12% | — — | Q4 2020 Held for 4y 11m | |
Consumer Electronics Technology | $3.9M 1.35% | -$138.8K Sold | 0.0% 15.5K shares | 16.0K → 15.5K −$138.8K | -3.41% | $3.78T Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $3.8M 1.29% | -$25.4K Sold | — 134.7K shares | 135.6K → 134.7K −$25.4K | -0.67% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $3.7M 1.27% | +$35.0K Bought | — 159.3K shares | 157.8K → 159.3K +$35.0K | +0.95% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $3.6M 1.25% | -$2.5M Sold | — 78.7K shares | 133.8K → 78.7K −$2.5M | -41.19% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $3.4M 1.15% | -$20.1K Sold | — 63.5K shares | 63.8K → 63.5K −$20.1K | -0.6% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $3.3M 1.13% | +$198.9K Bought | — 76.3K shares | 71.6K → 76.3K +$198.9K | +6.45% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $3.3M 1.12% | +$2.1M Bought | — 48.4K shares | 16.9K → 48.4K +$2.1M | +185.4% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $3.2M 1.11% | -$55.5K Sold | — 61.4K shares | 62.4K → 61.4K −$55.5K | -1.68% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $3.2M 1.08% | +$128.4K Bought | — 123.0K shares | 118.0K → 123.0K +$128.4K | +4.23% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $3.1M 1.06% | +$544.1K Bought | — 85.3K shares | 70.4K → 85.3K +$544.1K | +21.27% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $3.0M 1.03% | +$52.6K Bought | — 29.0K shares | 28.5K → 29.0K +$52.6K | +1.79% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $2.5M 0.844% | -$25.0K Sold | — 55.2K shares | 55.7K → 55.2K −$25.0K | -1.01% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.4M 0.818% | -$1.7M Sold | — 25.4K shares | 43.6K → 25.4K −$1.7M | -41.67% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $2.4M 0.813% | -$73.9K Sold | — 51.4K shares | 53.0K → 51.4K −$73.9K | -3.02% | — — | Q4 2020 Held for 4y 11m | |
Agricultural - Machinery Industrials | $2.3M 0.795% | -$28.2K Sold | 0.001% 4.9K shares | 4.9K → 4.9K −$28.2K | -1.2% | $223.53B Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $2.3M 0.787% | +$29.9K Bought | — 25.8K shares | 25.4K → 25.8K +$29.9K | +1.32% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $2.1M 0.719% | +$14.9K Bought | — 49.3K shares | 49.0K → 49.3K +$14.9K | +0.72% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $2.0M 0.69% | +$985.9 Bought | — 20.4K shares | 20.4K → 20.4K +$985.9 | +0.05% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $1.7M 0.597% | +$42.4K Bought | — 36.0K shares | 35.2K → 36.0K +$42.4K | +2.5% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $1.7M 0.579% | -$24.8K Sold | — 31.7K shares | 32.2K → 31.7K −$24.8K | -1.45% | — — | Q4 2020 Held for 4y 11m | |
Semiconductors Technology | $1.7M 0.576% | +$3.0K Bought | 0.0% 9.0K shares | 9.0K → 9.0K +$3.0K | +0.18% | $4.54T Mega Cap | Q3 2023 Held for 2y 2m | |
ETF ETF | $1.6M 0.564% | +$42.8K Bought | — 49.2K shares | 47.9K → 49.2K +$42.8K | +2.68% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $1.6M 0.546% | -$33.6K Sold | — 13.4K shares | 13.7K → 13.4K −$33.6K | -2.07% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $1.6M 0.537% | -$12.6K Sold | — 33.1K shares | 33.4K → 33.1K −$12.6K | -0.8% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $1.5M 0.51% | -$35.2K Sold | — 45.0K shares | 46.1K → 45.0K −$35.2K | -2.31% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $1.5M 0.51% | -$3.9K Sold | — 38.2K shares | 38.3K → 38.2K −$3.9K | -0.26% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $1.4M 0.494% | -$5.7K Sold | — 35.7K shares | 35.8K → 35.7K −$5.7K | -0.4% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $1.4M 0.486% | -$32.2K Sold | — 5.1K shares | 5.2K → 5.1K −$32.2K | -2.22% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $1.4M 0.481% | -$13.7K Sold | — 11.2K shares | 11.3K → 11.2K −$13.7K | -0.97% | — — | Q4 2020 Held for 4y 11m | |
Integrated Freight & Logistics Industrials | $1.4M 0.481% | +$167.1 Bought | 0.002% 16.8K shares | 16.8K → 16.8K +$167.1 | +0.01% | $70.8B Large Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $1.4M 0.47% | -$1.3K Sold | — 35.7K shares | 35.7K → 35.7K −$1.3K | -0.1% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $1.4M 0.465% | -$4.2K Sold | — 38.5K shares | 38.6K → 38.5K −$4.2K | -0.31% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $1.4M 0.464% | -$17.3K Sold | — 6.3K shares | 6.4K → 6.3K −$17.3K | -1.26% | — — | Q4 2020 Held for 4y 11m | |
Semiconductors Technology | $1.2M 0.405% | -$19.1K Sold | 0.0% 3.6K shares | 3.6K → 3.6K −$19.1K | -1.59% | $1.56T Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.2M 0.405% | +$365.4 Bought | — 3.2K shares | 3.2K → 3.2K +$365.4 | +0.03% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $1.1M 0.39% | +$73.7K Bought | — 22.9K shares | 21.4K → 22.9K +$73.7K | +6.95% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $1.1M 0.385% | -$7.9K Sold | — 38.4K shares | 38.6K → 38.4K −$7.9K | -0.7% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.1M 0.383% | — | — 3.5K shares | — | — | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $1.1M 0.38% | +$2.1K Bought | — 25.7K shares | 25.7K → 25.7K +$2.1K | +0.19% | — — | Q4 2020 Held for 4y 11m |
