SJA Financial Advisory, LLC Portfolio Holdings
Q3 2025•41 long positions•$148.3M portfolio value
We use cookies for analytics. See our Privacy and Cookie Policy.
Choose which columns to filter the table by
Choose which columns to display in the table
Holding41 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $23.4M 15.76% | -$1.0M Sold | — 267.7K shares | 279.2K → 267.7K −$1.0M | -4.11% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $15.9M 10.74% | -$930.3K Sold | — 23.8K shares | 25.2K → 23.8K −$930.3K | -5.52% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $11.2M 7.54% | -$143.8K Sold | — 150.3K shares | 152.3K → 150.3K −$143.8K | -1.27% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $10.9M 7.33% | -$519.0K Sold | — 52.6K shares | 55.2K → 52.6K −$519.0K | -4.56% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $10.7M 7.25% | -$713.0K Sold | — 89.0K shares | 94.9K → 89.0K −$713.0K | -6.22% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $9.0M 6.08% | -$362.3K Sold | — 94.0K shares | 97.7K → 94.0K −$362.3K | -3.87% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $9.0M 6.05% | -$787.1K Sold | — 136.1K shares | 148.1K → 136.1K −$787.1K | -8.06% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $6.1M 4.13% | -$772.5K Sold | — 102.1K shares | 115.0K → 102.1K −$772.5K | -11.21% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $5.7M 3.87% | -$236.9K Sold | — 44.3K shares | 46.1K → 44.3K −$236.9K | -3.96% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $4.8M 3.24% | -$217.4K Sold | — 23.6K shares | 24.7K → 23.6K −$217.4K | -4.33% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $3.6M 2.44% | -$95.1K Sold | — 113.2K shares | 116.2K → 113.2K −$95.1K | -2.56% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $3.3M 2.25% | -$92.2K Sold | — 126.9K shares | 130.4K → 126.9K −$92.2K | -2.68% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $3.3M 2.24% | -$131.3K Sold | — 30.0K shares | 31.2K → 30.0K −$131.3K | -3.8% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $2.8M 1.87% | -$193.9K Sold | — 19.6K shares | 21.0K → 19.6K −$193.9K | -6.54% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $2.6M 1.77% | -$138.7K Sold | — 28.7K shares | 30.3K → 28.7K −$138.7K | -5.01% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $2.6M 1.77% | -$107.9K Sold | — 90.2K shares | 93.9K → 90.2K −$107.9K | -3.95% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $2.3M 1.58% | -$8.8K Sold | — 6.4K shares | 6.4K → 6.4K −$8.8K | -0.37% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $2.3M 1.57% | -$1.8K Sold | — 35.7K shares | 35.7K → 35.7K −$1.8K | -0.08% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $2.0M 1.36% | -$12.6K Sold | — 4.3K shares | 4.3K → 4.3K −$12.6K | -0.63% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $1.8M 1.23% | +$15.9K Bought | — 18.8K shares | 18.6K → 18.8K +$15.9K | +0.88% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $1.5M 0.984% | -$35.8K Sold | — 10.5K shares | 10.7K → 10.5K −$35.8K | -2.39% | — — | Q2 2020 Held for 5y 5m | |
ETF ETF | $1.5M 0.983% | -$29.1K Sold | — 15.9K shares | 16.2K → 15.9K −$29.1K | -1.96% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $1.2M 0.79% | -$19.7K Sold | — 9.9K shares | 10.0K → 9.9K −$19.7K | -1.66% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $1.2M 0.784% | -$6.8K Sold | — 31.2K shares | 31.4K → 31.2K −$6.8K | -0.58% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $973.1K 0.656% | -$21.1K Sold | — 11.8K shares | 12.0K → 11.8K −$21.1K | -2.12% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $966.2K 0.652% | -$66.3K Sold | — 4.0K shares | 4.3K → 4.0K −$66.3K | -6.42% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $960.9K 0.648% | -$75.6K Sold | — 28.8K shares | 31.1K → 28.8K −$75.6K | -7.29% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $836.4K 0.564% | +$2.4K Bought | — 1.4K shares | 1.4K → 1.4K +$2.4K | +0.29% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $745.9K 0.503% | -$7.6K Sold | — 15.9K shares | 16.1K → 15.9K −$7.6K | -1.01% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $725.3K 0.489% | — | — 31.2K shares | — | — | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $716.9K 0.483% | +$1.3K Bought | — 8.6K shares | 8.6K → 8.6K +$1.3K | +0.17% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $591.1K 0.399% | -$24.4K Sold | — 992.0 shares | 1.0K → 992.0 −$24.4K | -3.97% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $526.1K 0.355% | +$2.5K Bought | — 3.0K shares | 3.0K → 3.0K +$2.5K | +0.47% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $446.9K 0.301% | -$4.2K Sold | — 4.6K shares | 4.7K → 4.6K −$4.2K | -0.92% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $417.1K 0.281% | -$1.4M Sold | — 3.9K shares | 17.3K → 3.9K −$1.4M | -77.38% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $393.9K 0.266% | +$1.1K Bought | — 15.3K shares | 15.3K → 15.3K +$1.1K | +0.29% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $266.3K 0.18% | +$599.8 Bought | — 444.0 shares | 443.0 → 444.0 +$599.8 | +0.23% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $249.8K 0.168% | +$628.2 Bought | — 1.2K shares | 1.2K → 1.2K +$628.2 | +0.25% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $246.1K 0.166% | -$33.5K Sold | — 2.5K shares | 2.9K → 2.5K −$33.5K | -11.98% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $220.5K 0.149% | -$2.0K Sold | — 331.0 shares | 334.0 → 331.0 −$2.0K | -0.9% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $201.9K 0.136% | +$201.9K Bought | — 7.2K shares | — | — | — — | Q3 2025 Held for 2 months |
