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Camilla Corso

@Dhjj Financial Advisors, Ltd.

Latest period2024 - Q3ReportedManaged Assets$252.697MTotal holdings880
Assets growth rate6.72%Assets growth rate (2-Q avg)5.75%Continuous growth in asset value8 quarters

Portfolio positions

This chart displays the top 10 holdings in Dhjj Financial Advisors, Ltd.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 880 positions.

Assets under management

The assets under management (AUM) of Dhjj Financial Advisors, Ltd. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 252.697M in assets, with a quarterly growth rate of 6.72% and a 2-quarter average growth rate of 5.75%. The portfolio is managed by Camilla Corso, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IJHIshares Tr
Recent Activity
Decreased -1.39%
7.78%
$19.649M
315,286 shares@ $62.33 avg price
IWMIshares Tr
Recent Activity
Decreased -1.67%
2.97%
$7.486M
33,890 shares@ $220.9 avg price
IWFIshares Tr
Recent Activity
Decreased -1.57%
2.55%
$6.44M
17,155 shares@ $375.38 avg price
FTCSFirst Tr Exchange-traded Fd
Recent Activity
Decreased -11.96%
2.03%
$5.126M
56,453 shares@ $90.81 avg price
BJANInnovator Etfs Trust
Recent Activity
Decreased -0.22%
1.34%
$3.367M
72,322 shares@ $46.57 avg price
FNOVFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -2.57%
1.26%
$3.179M
67,384 shares@ $47.18 avg price
SCHBSchwab Strategic Tr
Recent Activity
Decreased -1.58%
1.17%
$2.956M
44,432 shares@ $66.52 avg price
AAPLApple Inc
Recent Activity
Decreased -0.44%
0.93%
$2.338M
10,036 shares@ $233.0 avg price
CATCaterpillar Inc
Recent Activity
Decreased -2.11%
0.77%
$1.922M
4,913 shares@ $391.13 avg price
NJANInnovator Etfs Trust
Recent Activity
Decreased -0.29%
0.69%
$1.733M
37,309 shares@ $46.46 avg price