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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
BOCTInnovator Etfs Trust
Recent Activity
Decreased -2.19%
0.31%
$764,695
18,014 shares@ $42.46 avg price
FDECFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -2.47%
0.3%
$734,469
16,776 shares@ $43.79 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -1.84%
0.3%
$733,767
1,705 shares@ $430.37 avg price
RDVYFirst Tr Exchange-traded Fd
Recent Activity
Decreased -2.98%
0.29%
$732,273
12,367 shares@ $59.22 avg price
BDECInnovator Etfs Trust
Recent Activity
Decreased -7.34%
0.27%
$675,050
15,670 shares@ $43.08 avg price
VTEBVanguard Mun Bd Fds
Recent Activity
Decreased -12.92%
0.27%
$669,936
13,105 shares@ $51.13 avg price
VHTVanguard World Fd
Recent Activity
Decreased -3.19%
0.27%
$666,829
2,363 shares@ $282.2 avg price
PFEBInnovator Etfs Trust
Recent Activity
Decreased -0.01%
0.26%
$652,361
18,101 shares@ $36.05 avg price
NAPRInnovator Etfs Trust
Recent Activity
Decreased -0.54%
0.26%
$650,269
13,369 shares@ $48.65 avg price
QDECFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -2.61%
0.25%
$630,026
23,623 shares@ $26.68 avg price