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Dhjj Financial Advisors - Q1 2025 13F Filings

DH

Dhjj Financial Advisors, Ltd.

CIK: 0001844716
Address: Illinois Naperville 184 Shuman Boulevard, Suite 200
$248.34 M
Portfolio Value
933
Assets Held
Reporting Period: Q1 2025
Filing Status:
Active
Last Updated: 01/22/2026

Portfolio Summary (Q1 2025)

View Full Portfolio Analysis

Top Buys

Q1 2025
1. JPST Jpmorgan Ultra-Short Income Etf
+$3.25 M
2. FEBP Pgim S&P 500 Buffer 12 Etf - February
+$399,361.44
3. SDVY First Trust Smid Cap Rising Dividend Achievers Etf
+$280,225.29
4. DFAI Dimensional International Core Equity Market Etf
+$275,447.7
5. XMHQ Invesco S&P Midcap Quality Etf
+$256,375.96

Top Sells

Q1 2025
1. FTCS First Trust Capital Strength Etf
−$433,945.89
2. VOO Vanguard S&P 500 Etf
−$391,138.91
3. QQQ Invesco Qqq Trust Series I
−$376,545.38
4. TSLA Tesla
−$368,786.37
5. VTEB Vanguard Tax-Exempt Bond Etf
−$342,276.67

Asset Allocation

Stocks/ETFs
-3.57%
$234.72 M 94.52%
Options
$0 0.00%
Debt
0.00%
$103 0.00%
Other
+2.20%
$13.62 M 5.48%

Sector Allocation (Stocks)

Dhjj Financial Advisors Q1 2025 Filing Summary

Dhjj Financial Advisors, Ltd. filed its 13F report for Q1 2025 on April 18, 2025. The portfolio totaled 248.34 M reflecting a -3.27% change from the prior quarter, spanning 933 assets. The top 10 holdings comprised 43.3% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 31 new positions and 6 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Dhjj Financial Advisors’s Q1 2025 Filing

Dhjj Financial Advisors submitted their Form 13F-HR for the Q1 2025 period on 04/18/2025. This was the only submission for the quarter.

In the Q1 2025 filing, Dhjj Financial Advisors reported a managed portfolio value of 248.34 M, consisting of 933 individual positions.

This page displays the raw filing documents. To see which stocks Dhjj Financial Advisors bought or sold during Q1 2025, please visit Dhjj Financial Advisors's Portfolio Analysis page.