AJ ADVISORS LLC
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Ticker | Name | Shares Owned | Change | % | Historic | Avg Price (*) | % Change | P/L since open | Time since open | % Portfolio | % Outstanding | Value (at report date) | Report Date | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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| VOO | VANGUARD 500 INDEX FUND | 101,304 | +3,334 | +3.40% | $379.07 | 26.65% | 0.01% | 52,061,116 | 2025-03-31 | ||||||
| IGRO | ISHARES INTERNATIONAL DIVIDEND GROWTH ETF | 320,611 | +9,363 | +3.01% | $57.03 | 11.89% | 2.26% | 23,225,094 | 2025-03-31 | ||||||
| QQQ | INVESCO QQQ | 47,733 | +1,713 | +3.72% | $314.66 | 11.46% | 0.01% | 22,382,938 | 2025-03-31 | ||||||
| VO | VANGUARD MID-CAP INDEX FUND | 62,684 | +1,426 | +2.33% | $208.11 | 8.30% | 0.02% | 16,211,290 | 2025-03-31 | ||||||
| VB | VANGUARD SMALL-CAP INDEX FUND | 62,533 | +1,501 | +2.46% | $189.43 | 7.10% | 0.02% | 13,866,602 | 2025-03-31 | ||||||
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | 122,550 | +1,977 | +1.64% | $97.46 | 6.49% | 0.11% | 12,680,251 | 2025-03-31 | ||||||
| VTV | VANGUARD VALUE INDEX FUND | 70,195 | +1,644 | +2.40% | $140.75 | 6.21% | 0.01% | 12,125,404 | 2025-03-31 | ||||||
| RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | 158,062 | +3,557 | +2.30% | $45.22 | 4.74% | 0.00% | 9,252,971 | 2025-03-31 | ||||||
| VCRB | VANGUARD CORE BOND ETF | 117,243 | +117,243 | Open | $76.58 | 4.65% | 0.75% | 9,078,111 | 2025-03-31 | ||||||
| PTRB | PGIM TOTAL RETURN BOND ETF | 149,524 | +6,760 | +4.74% | $41.02 | 3.19% | 0.00% | 6,241,095 | 2025-03-31 | ||||||
| SOXX | ISHARES SEMICONDUCTOR ETF | 25,056 | +1,881 | +8.12% | $225.64 | 2.41% | 0.04% | 4,714,845 | 2025-03-31 | ||||||
| JPM | JPMORGAN CHASE | 6,941 | +10 | +0.14% | $150.98 | 0.87% | 0.00% | 1,702,610 | 2025-03-31 | ||||||
| MSFT | MICROSOFT | 3,234 | +536 | +19.87% | $306.47 | 0.62% | 0.00% | 1,214,172 | 2025-03-31 | ||||||
| AAPL | APPLE | 5,404 | +857 | +18.85% | $160.79 | 0.61% | 0.00% | 1,200,370 | 2025-03-31 | ||||||
| BRK.B | BERKSHIRE HATHAWAY | 2,122 | +1,226 | +136.83% | $0.00 | 0.58% | 0.00% | 1,130,135 | 2025-03-31 | ||||||
| SPY | SPDR S&P 500 ETF | 1,572 | +5 | +0.32% | $419.30 | 0.45% | 0.00% | 879,239 | 2025-03-31 | ||||||
| GOOGL | ALPHABET | 4,445 | +806 | +22.15% | $119.10 | 0.35% | 0.00% | 687,334 | 2025-03-31 | ||||||
| AMZN | AMAZON | 3,453 | +123 | +3.69% | $104.06 | 0.34% | 0.00% | 656,968 | 2025-03-31 | ||||||
| V | VISA | 1,677 | +63 | +3.90% | $225.09 | 0.30% | 0.00% | 587,811 | 2025-03-31 | ||||||
| HD | HOME DEPOT | 1,572 | +108 | +7.38% | $316.20 | 0.29% | 0.00% | 576,217 | 2025-03-31 | ||||||
| SPLG | SPDR(R) PORTFOLIO S&P 500 ETF | 7,745 | +231 | +3.07% | $46.20 | 0.26% | 0.00% | 509,294 | 2025-03-31 | ||||||
| PG | PROCTER & GAMBLE | 2,987 | +26 | +0.88% | $148.28 | 0.26% | 0.00% | 508,991 | 2025-03-31 | ||||||
| IBM | IBM | 1,859 | +12 | +0.65% | $141.34 | 0.24% | 0.00% | 462,181 | 2025-03-31 | ||||||
| BLK | BLACKROCK | 458 | +17 | +3.85% | $769.58 | 0.22% | 0.00% | 433,456 | 2025-03-31 | ||||||
| HCA | HCA HEALTHCARE | 1,229 | +2 | +0.16% | $242.30 | 0.22% | 0.00% | 424,724 | 2025-03-31 | ||||||
| SPSB | SPDR(R) PORTFOLIO SHORT TERM CORPORATE BOND ETF | 13,481 | -776 | -5.44% | $29.31 | 0.21% | 0.00% | 405,775 | 2025-03-31 | ||||||
| UNH | UNITEDHEALTH GROUP | 708 | +48 | +7.27% | $507.39 | 0.19% | 0.00% | 371,028 | 2025-03-31 | ||||||
| MA | MASTERCARD | 570 | +54 | +10.47% | $418.68 | 0.16% | 0.00% | 312,205 | 2025-03-31 | ||||||
| NVDA | NVIDIA | 2,639 | +260 | +10.93% | $92.01 | 0.15% | 0.00% | 286,027 | 2025-03-31 | ||||||
| PFRL | PGIM FLOATING RATE INCOME ETF | 5,559 | -276 | -4.73% | $48.99 | 0.14% | 0.00% | 277,542 | 2025-03-31 | ||||||
| LLY | ELI LILLY | 316 | +316 | Open | $827.77 | 0.13% | 0.00% | 261,212 | 2025-03-31 | ||||||
| DVY | ISHARES SELECT DIVIDEND ETF | 1,583 | +1,583 | Open | $133.86 | 0.11% | 0.00% | 212,536 | 2025-03-31 | ||||||
| COST | COSTCO WHOLESALE | 224 | +224 | Open | $970.35 | 0.11% | 0.00% | 211,720 | 2025-03-31 | ||||||
| IVV | ISHARES CORE S&P 500 ETF | 367 | +1 | +0.27% | $558.45 | 0.11% | 0.00% | 206,238 | 2025-03-31 | ||||||
| ADBE | ADOBE | 0 | -464 | Closed | $0.00 | 0.00% | 0.00% | 0 | 2025-03-31 | ||||||
| AGG | ISHARES CORE US AGGREGATE BOND ETF | 0 | -89,140 | Closed | $0.00 | 0.00% | 0.00% | 0 | 2025-03-31 | ||||||