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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
XBISpdr Ser Tr
Recent Activity
Exited
0%
$14,371
155 shares@ $92.72 avg price
DJDInvesco Exchange Traded Fd T
Recent Activity
Exited
0%
$7,102
150 shares@ $47.35 avg price
VRPInvesco Exch Traded Fd Tr Ii
Recent Activity
Exited
0%
$1,965
82 shares@ $23.97 avg price
METVListed Fd Tr
Recent Activity
Exited
0%
$653
50 shares@ $13.06 avg price
PGFInvesco Exchange Traded Fd T
Recent Activity
Exited
0%
$221
15 shares@ $14.74 avg price
SPCEVirgin Galactic Holdings Inc
Recent Activity
Exited
0%
$60
7 shares@ $8.58 avg price
SAVEQSpirit Airls Inc
Recent Activity
Exited
0%
$37
10 shares@ $3.7 avg price
MTBLYMoatable Inc
Recent Activity
Exited
0%
$6
9 shares@ $0.67 avg price