DHJJ Financial Advisors, Ltd.
Top Portfolio Positions
361 positions ·
$64,636,162 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
55,355 | $31,949,798 | 49.43% | |
| SPY |
Spdr S&P 500 ETF Trust
|
7,154 | $4,652,532 | 7.20% | |
| AAPL |
Apple Inc.
Technology
|
15,269 | $3,875,119 | 6.00% | |
| CAT |
Caterpillar Inc
Industrials
|
4,558 | $3,229,160 | 5.00% | |
| UPS |
United Parcel Service Inc
Industrials
|
16,785 | $1,651,308 | 2.55% | |
| NVDA |
Nvidia Corp
Technology
|
9,073 | $1,582,331 | 2.45% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
3,478 | $1,080,927 | 1.67% | |
| AVGO |
Broadcom Inc.
Technology
|
3,452 | $1,068,428 | 1.65% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
3,515 | $732,069 | 1.13% | |
| MSFT |
Microsoft Corp
Technology
|
1,816 | $672,228 | 1.04% |
Portfolio Trend
22 quarters · across all stocks
Holdings in SUN
Shares Held
Position Value (USD)
11 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $32,485 | 500 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $26,205 | 500 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $25,005 | 500 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $26,795 | 500 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $29,030 | 500 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $25,720 | 500 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $26,840 | 500 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $28,270 | 500 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $30,145 | 500 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $29,965 | 500 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $24,475 | 500 | Shares | Sole | 2023-10-10 | |
| No 13F history on record for this holder in this stock. | ||||||