$136 Million is the total value of AJ Advisors, LLC's 36 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2023 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-21
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 4 | Q3 2023 | 24.2% |
| ISHARES TR | 4 | Q3 2023 | 12.0% |
| INVESCO QQQ TR | 4 | Q3 2023 | 10.4% |
| VANGUARD INDEX FDS | 4 | Q3 2023 | 9.3% |
| VANGUARD INDEX FDS | 4 | Q3 2023 | 8.5% |
| ISHARES TR | 4 | Q3 2023 | 8.2% |
| ISHARES TR | 4 | Q3 2023 | 8.3% |
| VANGUARD INDEX FDS | 4 | Q3 2023 | 7.8% |
| FIRST TR EXCHANGE-TRADED FD | 4 | Q3 2023 | 4.8% |
| APPLE INC | 4 | Q3 2023 | 1.4% |
View AJ Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-25 |
| 13F-HR | 2024-01-24 |
| 13F-HR | 2023-11-03 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-04-21 |
| 13F-HR | 2023-02-03 |
View AJ Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.