Portfolio (Quarterly)
Guide ↗
DHJJ Financial Advisors, Ltd.
· CIK 0001844716| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | CYBERARK SOFTWARE LTD | — | 200 | $89K | 0.03% | SOLD |
| 2 | — | ASTRAZENECA PLC | — | 800 | $74K | 0.02% | SOLD |
| 3 | — | PIPER SANDLER COMPANIES | — | 195 | $66K | 0.02% | SOLD |
| 4 | PFXF | VANECK ETF TRUST | — | 1,800 | $32K | 0.01% | SOLD |
| 5 | — | COMERICA INC | — | 172 | $15K | 0.01% | SOLD |
| 6 | — | PGIM ROCK ETF TR | — | 440 | $12K | 0.00% | SOLD |
| 7 | XITK | SPDR SERIES TRUST | — | 35 | $6K | 0.00% | SOLD |
| 8 | — | FIRST TR EXCHNG TRADED FD VI | — | 160 | $5K | 0.00% | SOLD |
| 9 | PTH | INVESCO EXCHANGE TRADED FD T | — | 94 | $5K | 0.00% | SOLD |
| 10 | — | CHURCHILL CAP CORP X | — | 289 | $5K | 0.00% | SOLD |
| 11 | MELI | MERCADOLIBRE INC | Consumer Cyclical | 2 | $4K | 0.00% | SOLD |
| 12 | HDB | HDFC BANK LTD | Financial Services | 102 | $4K | 0.00% | SOLD |
| 13 | — | FG NEXUS INC. | — | 1,352 | $4K | 0.00% | SOLD |
| 14 | ADBE | ADOBE INC | Technology | 7 | $2K | 0.00% | SOLD |
| 15 | UNM | UNUM GROUP | Financial Services | 23 | $2K | 0.00% | SOLD |
| 16 | OLPX | OLAPLEX HLDGS INC | Consumer Cyclical | 95 | $128.0 | — | SOLD |
| 17 | CEFZ | ELEVATION SERIES TRUST | — | 7 | $60.0 | — | SOLD |
Sector Allocation
Financial Services
61.7%
Technology
13.5%
Industrials
10.5%
Consumer Cyclical
4.5%
Healthcare
3.7%
Communication Services
2.5%
Consumer Defensive
1.4%
Energy
0.7%
Basic Materials
0.5%
Utilities
0.5%