Aj Advisors, LLC
CIK Number: 0001951167
Main Sectors:
Top Industries:
Filing Date: May 6, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&P 50... | 593.01 | -0.59% | 101.3K | +3.40% | 52.06M | 381.13 | 26.65% | Share |
| 2 | IGRO | iShares Interna... | 79.10 | -0.19% | 320.61K | +3.01% | 23.23M | 59.39 | 11.89% | Share |
| 3 | QQQ | Invesco QQQ Tru... | 570.40 | -1.16% | 47.73K | +3.72% | 22.38M | 310.7 | 11.46% | Share |
| 4 | VO | Vanguard Mid Ca... | 290.02 | -0.32% | 62.68K | +2.33% | 16.21M | 210.38 | 8.30% | Share |
| 5 | VB | Vanguard Small ... | 252.54 | -0.39% | 62.53K | +2.46% | 13.87M | 189.36 | 7.10% | Share |
| 6 | STIP | iShares 0-5 Yea... | 103.88 | +0.04% | 122.55K | +1.64% | 12.68M | 97.41 | 6.49% | Share |
| 7 | VTV | Vanguard Value ... | 183.22 | +0.04% | 70.19K | +2.40% | 12.13M | 143.58 | 6.21% | Share |
| 8 | RDVY | First Trust Ris... | 65.74 | -0.24% | 158.06K | +2.30% | 9.25M | 45.77 | 4.74% | Share |
| 9 | VCRB | Vanguard Core B... | 77.80 | -0.11% | 117.24K | +100.00% | 9.08M | 77.43 | 4.65% | Share |
| 10 | PTRB | PGIM Total Retu... | 41.95 | -0.08% | 149.52K | +4.74% | 6.24M | 40.9 | 3.19% | Share |
| 11 | SOXX | iShares Semicon... | 245.20 | -2.91% | 25.06K | +8.12% | 4.71M | 239.7 | 2.41% | Share |
| 12 | JPM | JPMorgan Chase ... | 301.45 | +0.13% | 6.94K | +0.14% | 1.7M | 160.2 | 0.87% | Share |
| 13 | MSFT | Microsoft Corpo... | 506.69 | -0.58% | 3.23K | +19.87% | 1.21M | 307.88 | 0.62% | Share |
| 14 | AAPL | Apple Inc. | 232.14 | -0.18% | 5.4K | +18.85% | 1.2M | 152.24 | 0.61% | Share |
| 15 | BRK-B | Berkshire Hatha... | 503.29 | +0.69% | 2.12K | +136.83% | 1.13M | 444.12 | 0.58% | Share |
| 16 | SPY | SPDR S&P 500 ET... | 645.07 | -0.59% | 1.57K | +0.32% | 879.24K | 425.02 | 0.45% | Share |
| 17 | GOOGL | Alphabet Inc. | 212.91 | +0.60% | 4.45K | +22.15% | 687.33K | 112.6 | 0.35% | Share |
| 18 | AMZN | Amazon.com, Inc... | 229.00 | -1.12% | 3.45K | +3.69% | 656.97K | 90.85 | 0.34% | Share |
| 19 | V | Visa Inc. | 351.96 | +0.60% | 1.68K | +3.90% | 587.81K | 230.81 | 0.30% | Share |
| 20 | HD | The Home Depot,... | 406.64 | -0.2% | 1.57K | +7.38% | 576.22K | 332.8 | 0.29% | Share |
| 21 | SPLG | SPDR Portfolio ... | 75.90 | -0.6% | 7.75K | +3.07% | 509.29K | 46.54 | 0.26% | Share |
| 22 | PG | The Procter & G... | 157.10 | +0.93% | 2.99K | +0.88% | 508.99K | 146.39 | 0.26% | Share |
| 23 | IBM | International B... | 243.48 | -0.92% | 1.86K | +0.65% | 462.18K | 141.15 | 0.24% | Share |
| 24 | BLK | BlackRock, Inc. | 1127.71 | -0.25% | 458 | +3.85% | 433.46K | 1022.19 | 0.22% | Share |
| 25 | HCA | HCA Healthcare,... | 404.14 | -0.77% | 1.23K | +0.16% | 424.72K | 265.15 | 0.22% | Share |
| 26 | SPSB | SPDR Portfolio ... | 30.25 | +0.03% | 13.48K | -5.44% | 405.77K | 29.39 | 0.21% | Share |
| 27 | UNH | UnitedHealth Gr... | 309.83 | +2.49% | 708 | +7.27% | 371.03K | 514.42 | 0.19% | Share |
| 28 | MA | Mastercard Inco... | 595.77 | +0.90% | 570 | +10.47% | 312.2K | 442.77 | 0.16% | Share |
| 29 | NVDA | NVIDIA Corporat... | 174.24 | -3.29% | 2.64K | +10.93% | 286.03K | 93.93 | 0.15% | Share |
| 30 | PFRL | PGIM Floating R... | 50.43 | +0.16% | 5.56K | -4.73% | 277.54K | 48.81 | 0.14% | Share |
| 31 | LLY | Eli Lilly and C... | 732.52 | +0.08% | 316 | +100.00% | 261.21K | 825.91 | 0.13% | Share |
| 32 | DVY | iShares Select ... | 141.86 | +0.41% | 1.58K | +100.00% | 212.54K | 134.29 | 0.11% | Share |
| 33 | COST | Costco Wholesal... | 943.32 | -0.17% | 224 | +100.00% | 211.72K | 945.78 | 0.11% | Share |
| 34 | IVV | iShares Core S&... | 648.30 | -0.59% | 367 | +0.27% | 206.24K | 576.81 | 0.11% | Share |