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Portfolio (Quarterly) Guide ↗

AJ Advisors, LLC

· CIK 0001951167
13F Portfolio $244M AUM Filed Oct 31, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 36 New
Page 1 of 2  ·  36 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VOO VANGUARD INDEX FDS 100,174.0 $61.3M 25.11% NEW $612.38 +12.4%
2 IGRO ISHARES TR 405,431.0 $32.3M 13.22% NEW $79.67 +10.2%
3 QQQ INVESCO QQQ TR Financial Services 50,269.0 $30.2M 12.35% NEW $600.37 +23.4%
4 VO VANGUARD INDEX FDS 55,712.0 $16.4M 6.70% NEW $293.74 -72.7%
5 VB VANGUARD INDEX FDS 60,969.0 $15.5M 6.34% NEW $254.28 +16.6%
6 VTV VANGUARD INDEX FDS 75,431.0 $14.1M 5.76% NEW $186.49 +16.1%
7 STIP ISHARES TR 131,506.0 $13.6M 5.56% NEW $103.36 -1.3%
8 RDVY FIRST TR EXCHANGE TRADED FD 168,847.0 $11.4M 4.65% NEW $67.26 +17.7%
9 VCRB VANGUARD MALVERN FDS 128,906.0 $10.1M 4.14% NEW $78.41 -1.7%
10 SMH VANECK ETF TRUST 24,981.0 $8.2M 3.34% NEW $326.35 +102.2%
11 PTRB PGIM ETF TR 159,765.0 $6.7M 2.76% NEW $42.20 -1.5%
12 PYLD PIMCO ETF TR 181,224.0 $4.9M 1.99% NEW $26.84 -1.4%
13 FMHI FIRST TR EXCH TRADED FD III 56,102.0 $2.7M 1.09% NEW $47.51 +2.0%
14 HYMB SPDR SERIES TRUST 104,075.0 $2.6M 1.06% NEW $24.93 +1.5%
15 YLD PRINCIPAL EXCHANGE TRADED FD 88,969.0 $1.7M 0.71% NEW $19.45 -2.0%
16 JPM JPMORGAN CHASE & CO. Financial Services 5,447.0 $1.7M 0.70% NEW $315.43 +3.1%
17 MSFT MICROSOFT CORP Technology 2,557.0 $1.3M 0.54% NEW $517.85 -26.7%
18 AAPL APPLE INC Technology 5,059.0 $1.3M 0.53% NEW $254.64 +17.0%
19 SPY SPDR S&P 500 ETF TR Financial Services 1,758.0 $1.2M 0.48% NEW $666.09 +12.1%
20 GOOGL ALPHABET INC Communication Services 3,787.0 $921K 0.38% NEW $243.11 +51.4%
Page 1 of 2  ·  36 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 84.1%
Technology 7.6%
Consumer Cyclical 3.3%
Communication Services 2.2%
Healthcare 1.6%
Consumer Defensive 1.1%