43 is the total number of securities AJ Advisors, LLC has owned. The longest AJ Advisors, LLC has owned a single stock is 4 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
VOO | VANGUARD INDEX FDS | 4 | 4 | 20.97% | 22.31% | 24.23% | Q4 2022 | Q3 2023 | 4 |
IGRO | ISHARES TR | 4 | 4 | 11.00% | 11.40% | 12.02% | Q4 2022 | Q3 2023 | 4 |
QQQ | INVESCO QQQ TR | 4 | 4 | 7.46% | 9.04% | 10.40% | Q4 2022 | Q3 2023 | 4 |
VO | VANGUARD INDEX FDS | 4 | 4 | 8.56% | 8.82% | 9.33% | Q4 2022 | Q3 2023 | 4 |
VB | VANGUARD INDEX FDS | 4 | 4 | 7.78% | 8.02% | 8.51% | Q4 2022 | Q3 2023 | 4 |
STIP | ISHARES TR | 4 | 4 | 7.24% | 7.73% | 8.16% | Q4 2022 | Q3 2023 | 4 |
AGG | ISHARES TR | 4 | 4 | 5.69% | 7.37% | 8.33% | Q4 2022 | Q3 2023 | 4 |
VTV | VANGUARD INDEX FDS | 4 | 4 | 6.92% | 7.24% | 7.79% | Q4 2022 | Q3 2023 | 4 |
RDVY | FIRST TR EXCHANGE-TRAD... | 4 | 4 | 4.26% | 4.43% | 4.77% | Q4 2022 | Q3 2023 | 4 |
AAPL | APPLE INC | 4 | 4 | 1.15% | 1.32% | 1.45% | Q4 2022 | Q3 2023 | 4 |
KO | COCA COLA CO | 4 | 4 | 0.86% | 0.94% | 1.06% | Q4 2022 | Q3 2023 | 4 |
MSFT | MICROSOFT CORP | 4 | 4 | 0.48% | 0.53% | 0.57% | Q4 2022 | Q3 2023 | 4 |
HCA | HCA HEALTHCARE INC | 4 | 4 | 0.47% | 0.51% | 0.53% | Q4 2022 | Q3 2023 | 4 |
AMZN | AMAZON COM INC | 4 | 4 | 0.39% | 0.47% | 0.54% | Q4 2022 | Q3 2023 | 4 |
SPLG | SPDR SER TR | 4 | 4 | 0.35% | 0.40% | 0.43% | Q4 2022 | Q3 2023 | 4 |
SPY | SPDR S&P 500 ETF TR | 4 | 4 | 0.35% | 0.36% | 0.38% | Q4 2022 | Q3 2023 | 4 |
RTX | RTX CORPORATION | 4 | 4 | 0.27% | 0.34% | 0.40% | Q4 2022 | Q3 2023 | 4 |
SPSB | SPDR SER TR | 4 | 4 | 0.31% | 0.33% | 0.36% | Q4 2022 | Q3 2023 | 4 |
BRKB | BERKSHIRE HATHAWAY INC... | 4 | 4 | 0.29% | 0.31% | 0.34% | Q4 2022 | Q3 2023 | 4 |
GOOGL | ALPHABET INC | 4 | 4 | 0.26% | 0.29% | 0.35% | Q4 2022 | Q3 2023 | 4 |
XOM | EXXON MOBIL CORP | 4 | 4 | 0.23% | 0.27% | 0.34% | Q4 2022 | Q3 2023 | 4 |
HD | HOME DEPOT INC | 4 | 4 | 0.22% | 0.23% | 0.26% | Q4 2022 | Q3 2023 | 4 |
PGIM ETF TR | 4 | 4 | 0.21% | 0.23% | 0.24% | Q4 2022 | Q3 2023 | 4 | |
MMM | 3M CO | 4 | 4 | 0.19% | 0.21% | 0.26% | Q4 2022 | Q3 2023 | 4 |
EGP | EASTGROUP PPTYS INC | 4 | 4 | 0.20% | 0.21% | 0.22% | Q4 2022 | Q3 2023 | 4 |
V | VISA INC | 4 | 4 | 0.19% | 0.20% | 0.22% | Q4 2022 | Q3 2023 | 4 |
CSTR | CAPSTAR FINL HLDGS INC | 4 | 4 | 0.14% | 0.17% | 0.22% | Q4 2022 | Q3 2023 | 4 |
FMHI | FIRST TR EXCH TRADED F... | 3 | 3 | 2.33% | 2.94% | 4.00% | Q4 2022 | Q2 2023 | 3 |
VGIT | VANGUARD SCOTTSDALE FDS | 3 | 3 | 2.32% | 2.50% | 2.65% | Q4 2022 | Q2 2023 | 3 |
JPM | JPMORGAN CHASE & CO | 2 | 1 | 0.16% | 0.26% | 0.44% | Q4 2022 | Q3 2023 | 3 |
FB | META PLATFORMS INC | 3 | 3 | 0.18% | 0.20% | 0.23% | Q1 2023 | Q3 2023 | 3 |
TSLA | TESLA INC | 3 | 3 | 0.16% | 0.18% | 0.20% | Q1 2023 | Q3 2023 | 3 |
JNJ | JOHNSON & JOHNSON | 3 | 3 | 0.15% | 0.16% | 0.19% | Q4 2022 | Q2 2023 | 3 |
IBM | INTERNATIONAL BUSINESS... | 3 | 3 | 0.14% | 0.16% | 0.18% | Q1 2023 | Q3 2023 | 3 |
YLD | PRINCIPAL EXCHANGE TRA... | 2 | 2 | 1.62% | 1.69% | 1.76% | Q1 2023 | Q2 2023 | 2 |
GENERAL ELECTRIC CO | 2 | 2 | 0.22% | 0.22% | 0.23% | Q4 2022 | Q1 2023 | 2 | |
UNH | UNITEDHEALTH GROUP INC | 1 | 1 | 0.15% | 0.18% | 0.21% | Q4 2022 | Q3 2023 | 2 |
SBUX | STARBUCKS CORP | 2 | 2 | 0.15% | 0.16% | 0.18% | Q4 2022 | Q1 2023 | 2 |
ATVI | ACTIVISION BLIZZARD INC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q3 2023 | 2 |
PG | PROCTER AND GAMBLE CO | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2023 | Q3 2023 | 1 |
PNFP | PINNACLE FINL PARTNERS... | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2023 | Q3 2023 | 1 |
DG | DOLLAR GEN CORP NEW | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2022 | Q4 2022 | 1 |
BLK | BLACKROCK INC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2022 | Q4 2022 | 1 |
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The securities at the top of the list , including VANGUARD INDEX FDS, ISHARES TR, and INVESCO QQQ TR, are the highest-conviction holdings of AJ Advisors, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by AJ Advisors, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that AJ Advisors, LLC owns currently or has owned in the past.