DHJJ Financial Advisors, Ltd.

13F filer · CIK 0001844716

Reported Jul 24, 2026

Net seller this quarter

13F portfolio value$347MU.S. long equity reported on 13F

Positions40519 new · 13 closed

Net flow last quarter-$3MBuys minus sells

Top 10 positions weight18.7%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 24, 2026405 positions
QQQInvesco QQQ Trust, Series 1	$40.8M	11.77%	Not reported	+0.2%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$5.27M	1.52%	Not reported	-1.3%	Q4 2020
AAPLApple Inc.	$4.41M	1.27%	0.00%	-0.2%	Q4 2020
FVDFirst Trust Value Line Dividend Fund	$3.44M	0.99%	Not reported	-4.0%	Q4 2020
NOBLNoble International, Ltd.	$2.91M	0.84%	Not reported	-1.4%	Q4 2020
NVDANvidia Corp	$1.83M	0.53%	0.00%	+1.0%	Q3 2023
UPSUnited Parcel Service Inc	$1.8M	0.52%	0.00%	0.0%	Q4 2020
CATCaterpillar Inc	$1.66M	0.48%	0.00%	-65.8%	Q4 2020
FNDFSchwab Strategic Trust	$1.32M	0.38%	Not reported	+0.1%	Q4 2020
AVGOBroadcom Inc.	$1.32M	0.38%	0.00%	+1.2%	Q3 2021
BOCTBoulder Capital Opportunities II Ltd	$1.16M	0.34%	Not reported	-0.8%	Q4 2020
MCDMcdonalds Corp	$936K	0.27%	0.00%	-0.4%	Q4 2020
QMARQuintana Maritime LTD	$891K	0.26%	Not reported	-1.0%	Q2 2021
AMZNAmazon Com Inc	$853K	0.25%	0.00%	+1.9%	Q4 2020
MSFTMicrosoft Corp	$700K	0.20%	0.00%	+3.3%	Q4 2020
JPMJPMorgan Chase & Co	$606K	0.17%	0.00%	-0.4%	Q4 2020
GOOGLAlphabet Inc.	$593K	0.17%	0.00%	+3.2%	Q2 2021
MRKMerck & Co., Inc.	$581K	0.17%	0.00%	-0.2%	Q4 2020
GOOGAlphabet Inc.	$571K	0.16%	Not reported	+1.5%	Q2 2021
JNJJohnson & Johnson	$523K	0.15%	0.00%	-0.2%	Q4 2020
METAMeta Platforms, Inc.	$473K	0.14%	Not reported	-0.5%	Q4 2020
USBUS Bancorp \de\	$428K	0.12%	0.00%	Not reported	Q2 2021
LLYELI LILLY & Co	$417K	0.12%	0.00%	+0.9%	Q2 2025
ABBVAbbVie Inc.	$412K	0.12%	0.00%	+0.2%	Q1 2022
INOVInovalon Holdings, Inc.	$407K	0.12%	Not reported	Not reported	Q2 2024
WTWWillis Towers Watson PLC	$401K	0.12%	0.00%	-0.1%	Q1 2021
MAMastercard Inc	$398K	0.11%	0.00%	Not reported	Q4 2020
PDECPetals Decorative Accents, Inc.	$390K	0.11%	Not reported	Not reported	Q4 2021
FMARCapital Trust Holdings Inc.	$387K	0.11%	0.04%	Not reported	Q2 2021
HDHome Depot, Inc.	$338K	0.10%	0.00%	Not reported	Q4 2020
BUFFBlue Buffalo Pet Products, Inc.	$332K	0.10%	0.00%	Not reported	Q3 2022
WMTWalmart Inc.	$323K	0.09%	0.00%	-3.0%	Q3 2023
ORCLOracle Corp	$302K	0.09%	0.00%	-2.4%	Q2 2023
RTXRTX Corp	$234K	0.07%	0.00%	Not reported	Q3 2023
PWRQuanta Services, Inc.	$230K	0.07%	0.00%	Not reported	Q3 2023
GEVGE Vernova Inc.	$228K	0.07%	0.00%	Not reported	Q2 2024
FLXRVW Win Century Inc.	$227K	0.07%	0.00%	New	Q2 2026
CBRECbre Group, Inc.	$215K	0.06%	0.00%	Not reported	Q3 2023
UNOVEarth Science Tech, Inc.	$212K	0.06%	Not reported	-4.8%	Q4 2021
GEGeneral Electric Co	$194K	0.06%	0.00%	Not reported	Q3 2023
GLWCorning Inc	$189K	0.05%	0.00%	Not reported	Q3 2023
NOWServiceNow, Inc.	$184K	0.05%	0.00%	Not reported	Q4 2025
CVXChevron Corp	$177K	0.05%	0.00%	Not reported	Q3 2023
WTFCWintrust Financial Corp	$166K	0.05%	0.00%	Not reported	Q3 2023
PGPROCTER & GAMBLE Co	$164K	0.05%	0.00%	Not reported	Q3 2023
BNBROOKFIELD Corp	$158K	0.05%	Not reported	Not reported	Q3 2023
COSTCostco Wholesale Corp	$156K	0.04%	0.00%	+51.8%	Q3 2023
DEDeere & Co	$155K	0.04%	0.00%	Not reported	Q3 2023
GSGoldman Sachs Group Inc	$154K	0.04%	0.00%	Not reported	Q3 2023
PANWPalo Alto Networks Inc	$152K	0.04%	0.00%	Not reported	Q3 2023

Q1 2026Reported Apr 9, 2026398 positions
QQQInvesco QQQ Trust, Series 1	$31.9M	10.59%	Not reported	-0.7%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$4.65M	1.54%	Not reported	-0.6%	Q4 2020
AAPLApple Inc.	$3.88M	1.28%	0.00%	+0.4%	Q4 2020
FVDFirst Trust Value Line Dividend Fund	$3.5M	1.16%	Not reported	-3.4%	Q4 2020
CATCaterpillar Inc	$3.23M	1.07%	0.00%	-0.4%	Q4 2020
NOBLNoble International, Ltd.	$2.79M	0.92%	Not reported	-6.9%	Q4 2020
UPSUnited Parcel Service Inc	$1.65M	0.55%	0.00%	Not reported	Q4 2020
NVDANvidia Corp	$1.58M	0.52%	0.00%	+0.9%	Q3 2023
FNDFSchwab Strategic Trust	$1.23M	0.41%	Not reported	Not reported	Q4 2020
MCDMcdonalds Corp	$1.08M	0.36%	0.00%	-0.2%	Q4 2020
AVGOBroadcom Inc.	$1.07M	0.35%	0.00%	-2.1%	Q3 2021
BOCTBoulder Capital Opportunities II Ltd	$1.06M	0.35%	Not reported	-0.2%	Q4 2020
QMARQuintana Maritime LTD	$812K	0.27%	Not reported	+0.5%	Q2 2021
AMZNAmazon Com Inc	$732K	0.24%	0.00%	-2.8%	Q4 2020
MSFTMicrosoft Corp	$672K	0.22%	0.00%	+0.2%	Q4 2020
JPMJPMorgan Chase & Co	$547K	0.18%	0.00%	Not reported	Q4 2020
MRKMerck & Co., Inc.	$545K	0.18%	0.00%	Not reported	Q4 2020
JNJJohnson & Johnson	$504K	0.17%	0.00%	-14.1%	Q4 2020
METAMeta Platforms, Inc.	$482K	0.16%	Not reported	-1.2%	Q4 2020
GOOGLAlphabet Inc.	$462K	0.15%	0.00%	-3.9%	Q2 2021
GOOGAlphabet Inc.	$456K	0.15%	Not reported	Not reported	Q2 2021
WTWWillis Towers Watson PLC	$446K	0.15%	0.00%	Not reported	Q1 2021
MAMastercard Inc	$387K	0.13%	0.00%	-2.6%	Q4 2020
INOVInovalon Holdings, Inc.	$385K	0.13%	Not reported	-1.4%	Q2 2024
USBUS Bancorp \de\	$369K	0.12%	0.00%	Not reported	Q2 2021
WMTWalmart Inc.	$365K	0.12%	0.00%	-0.3%	Q3 2023
PDECPetals Decorative Accents, Inc.	$362K	0.12%	Not reported	Not reported	Q4 2021
FMARCapital Trust Holdings Inc.	$359K	0.12%	0.04%	-3.1%	Q2 2021
ABBVAbbVie Inc.	$356K	0.12%	0.00%	+5.1%	Q1 2022
LLYELI LILLY & Co	$317K	0.11%	0.00%	+65.9%	Q2 2025
HDHome Depot, Inc.	$315K	0.10%	0.00%	Not reported	Q4 2020
BUFFBlue Buffalo Pet Products, Inc.	$312K	0.10%	0.00%	-0.1%	Q3 2022
ORCLOracle Corp	$310K	0.10%	0.00%	Not reported	Q2 2023
RTXRTX Corp	$237K	0.08%	0.00%	-0.3%	Q3 2023
CVXChevron Corp	$221K	0.07%	0.00%	Not reported	Q3 2023
CBRECbre Group, Inc.	$216K	0.07%	0.00%	Not reported	Q3 2023
UNOVEarth Science Tech, Inc.	$206K	0.07%	Not reported	Not reported	Q4 2021
NOWServiceNow, Inc.	$194K	0.06%	0.00%	Not reported	Q4 2025
NKENIKE, Inc.	$186K	0.06%	0.00%	Not reported	Q4 2020
PWRQuanta Services, Inc.	$176K	0.06%	0.00%	Not reported	Q3 2023
GEVGE Vernova Inc.	$169K	0.06%	0.00%	Not reported	Q2 2024
PGPROCTER & GAMBLE Co	$161K	0.05%	0.00%	Not reported	Q3 2023
BNBROOKFIELD Corp	$151K	0.05%	Not reported	Not reported	Q3 2023
GEGeneral Electric Co	$147K	0.05%	0.00%	Not reported	Q3 2023
LMTLockheed Martin Corp	$145K	0.05%	0.00%	Not reported	Q3 2023
WTFCWintrust Financial Corp	$144K	0.05%	0.00%	Not reported	Q3 2023
DEDeere & Co	$138K	0.05%	0.00%	Not reported	Q3 2023
ULTAUlta Beauty, Inc.	$134K	0.04%	0.00%	Not reported	Q1 2023
GSGoldman Sachs Group Inc	$129K	0.04%	0.00%	Not reported	Q3 2023
IBMInternational Business Machines Corp	$126K	0.04%	0.00%	Not reported	Q3 2023

Q4 2025Reported Jan 23, 2026389 positions
QQQInvesco QQQ Trust, Series 1	$34.3M	11.38%	Not reported	-2.5%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$4.91M	1.63%	Not reported	+0.2%	Q4 2020
AAPLApple Inc.	$4.13M	1.37%	0.00%	-1.6%	Q4 2020
FVDFirst Trust Value Line Dividend Fund	$3.55M	1.18%	Not reported	-2.3%	Q4 2020
NOBLNoble International, Ltd.	$2.94M	0.98%	Not reported	-2.6%	Q4 2020
CATCaterpillar Inc	$2.62M	0.87%	0.00%	-5.8%	Q4 2020
NVDANvidia Corp	$1.68M	0.56%	0.00%	+0.1%	Q3 2023
UPSUnited Parcel Service Inc	$1.66M	0.55%	0.00%	Not reported	Q4 2020
AVGOBroadcom Inc.	$1.22M	0.41%	0.00%	-1.5%	Q3 2021
FNDFSchwab Strategic Trust	$1.13M	0.38%	Not reported	-2.6%	Q4 2020
BOCTBoulder Capital Opportunities II Ltd	$1.1M	0.36%	Not reported	+42.3%	Q4 2020
MCDMcdonalds Corp	$1.07M	0.35%	0.00%	0.0%	Q4 2020
MSFTMicrosoft Corp	$876K	0.29%	0.00%	-0.7%	Q4 2020
AMZNAmazon Com Inc	$834K	0.28%	0.00%	-0.9%	Q4 2020
QMARQuintana Maritime LTD	$793K	0.26%	Not reported	-2.0%	Q2 2021
JPMJPMorgan Chase & Co	$599K	0.20%	0.00%	Not reported	Q4 2020
METAMeta Platforms, Inc.	$563K	0.19%	Not reported	Not reported	Q4 2020
GOOGLAlphabet Inc.	$524K	0.17%	0.00%	-0.4%	Q2 2021
WTWWillis Towers Watson PLC	$504K	0.17%	0.00%	Not reported	Q1 2021
GOOGAlphabet Inc.	$499K	0.17%	Not reported	Not reported	Q2 2021
JNJJohnson & Johnson	$497K	0.17%	0.00%	+36.7%	Q4 2020
MRKMerck & Co., Inc.	$477K	0.16%	0.00%	Not reported	Q4 2020
MAMastercard Inc	$454K	0.15%	0.00%	-1.2%	Q4 2020
ORCLOracle Corp	$411K	0.14%	0.00%	Not reported	Q2 2023
INOVInovalon Holdings, Inc.	$388K	0.13%	Not reported	+508.0%	Q2 2024
USBUS Bancorp \de\	$378K	0.13%	0.00%	-2.8%	Q2 2021
PDECPetals Decorative Accents, Inc.	$369K	0.12%	Not reported	-26.8%	Q4 2021
FMARCapital Trust Holdings Inc.	$362K	0.12%	0.04%	-1.3%	Q2 2021
ABBVAbbVie Inc.	$355K	0.12%	0.00%	+0.1%	Q1 2022
HDHome Depot, Inc.	$329K	0.11%	0.00%	Not reported	Q4 2020
WMTWalmart Inc.	$329K	0.11%	0.00%	-3.5%	Q3 2023
BUFFBlue Buffalo Pet Products, Inc.	$315K	0.10%	0.00%	-7.1%	Q3 2022
NOWServiceNow, Inc.	$284K	0.09%	0.00%	New	Q4 2025
CBRECbre Group, Inc.	$256K	0.09%	0.00%	-0.3%	Q3 2023
RTXRTX Corp	$226K	0.08%	0.00%	Not reported	Q3 2023
NKENIKE, Inc.	$224K	0.07%	0.00%	Not reported	Q4 2020
LLYELI LILLY & Co	$224K	0.07%	0.00%	Not reported	Q2 2025
UNOVEarth Science Tech, Inc.	$211K	0.07%	Not reported	+1375.2%	Q4 2021
BNBROOKFIELD Corp	$171K	0.06%	Not reported	-38.1%	Q3 2023
CVXChevron Corp	$163K	0.05%	0.00%	Not reported	Q3 2023
PGPROCTER & GAMBLE Co	$160K	0.05%	0.00%	Not reported	Q3 2023
GEGeneral Electric Co	$160K	0.05%	0.00%	+0.2%	Q3 2023
ULTAUlta Beauty, Inc.	$155K	0.05%	0.00%	-0.8%	Q1 2023
IBMInternational Business Machines Corp	$154K	0.05%	0.00%	Not reported	Q3 2023
SPGIS&P Global Inc.	$147K	0.05%	0.00%	Not reported	Q3 2023
WTFCWintrust Financial Corp	$144K	0.05%	0.00%	Not reported	Q3 2023
PWRQuanta Services, Inc.	$135K	0.04%	0.00%	Not reported	Q3 2023
GSGoldman Sachs Group Inc	$134K	0.04%	0.00%	Not reported	Q3 2023
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$128K	0.04%	Not reported	-2.7%	Q3 2023
GEVGE Vernova Inc.	$127K	0.04%	0.00%	+50.4%	Q2 2024

Q3 2025Reported Oct 20, 2025370 positions
QQQInvesco QQQ Trust, Series 1	$34.3M	11.65%	Not reported	+0.5%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$4.78M	1.62%	Not reported	-1.1%	Q4 2020
AAPLApple Inc.	$3.93M	1.33%	0.00%	-3.4%	Q4 2020
FVDFirst Trust Value Line Dividend Fund	$3.64M	1.23%	Not reported	-41.2%	Q4 2020
NOBLNoble International, Ltd.	$2.99M	1.01%	Not reported	+1.8%	Q4 2020
CATCaterpillar Inc	$2.32M	0.79%	0.00%	-1.2%	Q4 2020
NVDANvidia Corp	$1.68M	0.57%	0.00%	+0.2%	Q3 2023
UPSUnited Parcel Service Inc	$1.4M	0.48%	0.00%	0.0%	Q4 2020
AVGOBroadcom Inc.	$1.18M	0.40%	0.00%	-1.6%	Q3 2021
FNDFSchwab Strategic Trust	$1.11M	0.38%	Not reported	+0.2%	Q4 2020
MCDMcdonalds Corp	$1.06M	0.36%	0.00%	-1.0%	Q4 2020
MSFTMicrosoft Corp	$945K	0.32%	0.00%	-0.3%	Q4 2020
AMZNAmazon Com Inc	$801K	0.27%	0.00%	-2.9%	Q4 2020
QMARQuintana Maritime LTD	$789K	0.27%	Not reported	-0.2%	Q2 2021
BOCTBoulder Capital Opportunities II Ltd	$755K	0.26%	Not reported	-14.7%	Q4 2020
METAMeta Platforms, Inc.	$626K	0.21%	Not reported	-0.1%	Q4 2020
ORCLOracle Corp	$593K	0.20%	0.00%	Not reported	Q2 2023
JPMJPMorgan Chase & Co	$587K	0.20%	0.00%	-0.1%	Q4 2020
WTWWillis Towers Watson PLC	$530K	0.18%	0.00%	Not reported	Q1 2021
PDECPetals Decorative Accents, Inc.	$488K	0.17%	Not reported	0.0%	Q4 2021
MAMastercard Inc	$458K	0.16%	0.00%	-2.5%	Q4 2020
GOOGLAlphabet Inc.	$408K	0.14%	0.00%	-0.1%	Q2 2021
HDHome Depot, Inc.	$388K	0.13%	0.00%	-3.8%	Q4 2020
GOOGAlphabet Inc.	$387K	0.13%	Not reported	-3.6%	Q2 2021
MRKMerck & Co., Inc.	$380K	0.13%	0.00%	Not reported	Q4 2020
ABBVAbbVie Inc.	$360K	0.12%	0.00%	-0.8%	Q1 2022
FMARCapital Trust Holdings Inc.	$359K	0.12%	0.04%	-1.8%	Q2 2021
USBUS Bancorp \de\	$352K	0.12%	0.00%	Not reported	Q2 2021
BUFFBlue Buffalo Pet Products, Inc.	$332K	0.11%	0.00%	Not reported	Q3 2022
JNJJohnson & Johnson	$326K	0.11%	0.00%	+0.3%	Q4 2020
WMTWalmart Inc.	$315K	0.11%	0.00%	-9.0%	Q3 2023
BNBROOKFIELD Corp	$275K	0.09%	Not reported	Not reported	Q3 2023
CBRECbre Group, Inc.	$252K	0.09%	0.00%	-0.3%	Q3 2023
NKENIKE, Inc.	$245K	0.08%	0.00%	-2.3%	Q4 2020
RTXRTX Corp	$207K	0.07%	0.00%	+1.0%	Q3 2023
PGPROCTER & GAMBLE Co	$172K	0.06%	0.00%	-0.2%	Q3 2023
CVXChevron Corp	$166K	0.06%	0.00%	+1.0%	Q3 2023
FISVFiserv Inc	$162K	0.05%	0.00%	-0.5%	Q3 2023
LLYELI LILLY & Co	$159K	0.05%	0.00%	Not reported	Q2 2025
GEGeneral Electric Co	$156K	0.05%	0.00%	-3.7%	Q3 2023
IBMInternational Business Machines Corp	$147K	0.05%	0.00%	Not reported	Q3 2023
ULTAUlta Beauty, Inc.	$142K	0.05%	0.00%	-14.0%	Q1 2023
WTFCWintrust Financial Corp	$137K	0.05%	0.00%	Not reported	Q3 2023
SPGIS&P Global Inc.	$137K	0.05%	0.00%	Not reported	Q3 2023
PWRQuanta Services, Inc.	$133K	0.04%	0.00%	Not reported	Q3 2023
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$129K	0.04%	Not reported	Not reported	Q3 2023
GSGoldman Sachs Group Inc	$121K	0.04%	0.00%	Not reported	Q3 2023
SHWSherwin Williams Co	$120K	0.04%	0.00%	Not reported	Q3 2023
LMTLockheed Martin Corp	$120K	0.04%	0.00%	Not reported	Q3 2023
DISWalt Disney Co	$117K	0.04%	0.00%	-0.2%	Q3 2023

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