$144 Million is the total value of AJ Advisors, LLC's 35 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TRtr unit | $521,139 | +8.3% | 1,176 | 0.0% | 0.36% | +2.5% | |
| TSLA | TESLA INC | $274,073 | +26.2% | 1,047 | 0.0% | 0.19% | +20.1% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-03
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.