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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
QMAGFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.01%
$20,292
1,000 shares@ $20.3 avg price
EIPIFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.01%
$19,447
1,005 shares@ $19.36 avg price
PBSEPgim Rock Etf Tr
Recent Activity
New Position
0.01%
$15,706
600 shares@ $26.18 avg price
XAPRFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.01%
$14,320
450 shares@ $31.83 avg price
AAPRInnovator Etfs Trust
Recent Activity
New Position
0.01%
$10,620
405 shares@ $26.23 avg price
SEPPPgim Rock Etf Tr
Recent Activity
New Position
0.01%
$10,547
400 shares@ $26.37 avg price
CPNJCalamos Etf Tr
Recent Activity
New Position
0.01%
$10,398
425 shares@ $24.47 avg price
XMAYFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.01%
$5,122
165 shares@ $31.05 avg price
3899⤦Grayscale Bitcoin Mini Tr Bt
Recent Activity
New Position
0.01%
$2,765
491 shares@ $5.64 avg price
MTGPWisdomtree Tr
Recent Activity
New Position
0.01%
$992
22 shares@ $45.1 avg price