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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
AUGPPgim Rock Etf Tr
Recent Activity
New Position
0.04%
$95,462
3,589 shares@ $26.6 avg price
RSJNFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.04%
$93,564
2,905 shares@ $32.21 avg price
NJUNInnovator Etfs Trust
Recent Activity
New Position
0.04%
$92,512
3,502 shares@ $26.42 avg price
MAYPPgim Rock Etf Tr
Recent Activity
New Position
0.04%
$89,490
3,280 shares@ $27.29 avg price
BUFSFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.04%
$89,290
4,225 shares@ $21.14 avg price
PBJNPgim Rock Etf Tr
Recent Activity
New Position
0.03%
$75,791
2,880 shares@ $26.32 avg price
IMAYInnovator Etfs Trust
Recent Activity
New Position
0.03%
$74,347
2,780 shares@ $26.75 avg price
JUNMFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.03%
$66,297
2,110 shares@ $31.43 avg price
ZJULInnovator Etfs Trust
Recent Activity
New Position
0.03%
$61,862
2,310 shares@ $26.79 avg price
PBAUPgim Rock Etf Tr
Recent Activity
New Position
0.03%
$59,701
2,260 shares@ $26.42 avg price