test

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
QCAPFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.14%
$331,199
15,344 shares@ $21.59 avg price
PBAPPgim Rock Etf Tr
Recent Activity
New Position
0.09%
$222,885
8,350 shares@ $26.7 avg price
JULPPgim Rock Etf Tr
Recent Activity
New Position
0.08%
$198,619
7,473 shares@ $26.58 avg price
JUNPPgim Rock Etf Tr
Recent Activity
New Position
0.08%
$195,739
7,374 shares@ $26.55 avg price
APRPPgim Rock Etf Tr
Recent Activity
New Position
0.07%
$170,200
6,315 shares@ $26.96 avg price
BUFQFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.06%
$148,078
4,879 shares@ $30.36 avg price
IJUNInnovator Etfs Trust
Recent Activity
New Position
0.06%
$131,796
5,044 shares@ $26.13 avg price
QMMYFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.05%
$120,793
5,774 shares@ $20.93 avg price
KJUNInnovator Etfs Trust
Recent Activity
New Position
0.05%
$120,358
4,520 shares@ $26.63 avg price
PBJLPgim Rock Etf Tr
Recent Activity
New Position
0.04%
$97,563
3,700 shares@ $26.37 avg price