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  Name: DHJJ Financial Advisors Ltd.
  City: NAPERVILLE
  State: IL
  Zip: 60563
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2025-03-31
  Total Value : $248,326,000
  Total Value Change : $-8,396,000
  Securities Held Change : 34
   
All Securities Held : 933
  New Positions : 38
  Closed Positions : 5
  Increased Positions : 113
  Unchanged Positions : 632
  Decreased Positions : 150

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Holdings Found : 100     View All Holdings Currently Viewing:  ALL     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I 1 - $556.25 $26,809,000 57,171 10.8% -2,829,000 -803 0.012    Closed - End Fund - Debt
   (IJH)1 Year Chart         IJH iShares S&P MidCap 400 Index 2 - $63.65 $17,832,000 305,599 7.18% -1,425,000 -3,455 0.013    Closed - End Fund - E...
   (SCHD)1 Year Chart         SCHD Schwab US Dividend Equity ETF 3 - $27.29 $10,524,000 376,406 4.24% 232,000 -308 0.125    N/A
   (SCHG)1 Year Chart         SCHG Schwab Strategic Trust 4 - $29.44 $8,506,000 339,716 3.43% -1,141,000 -6,424 0.032    Closed - End Fund - Debt
   (JPST)1 Year Chart         JPST Jp Morgan Ultra Short Incom... 5 - $0.00 $7,075,000 139,736 2.85% 3,268,000 64,148 0.016    N/A
   (IWM)1 Year Chart         IWM iShares Tr Russell 2000 Indx 6 - $223.65 $6,639,000 33,281 2.67% -830,000 -523 0.001    Closed - End Fund - E...
   (VIG)1 Year Chart         VIG Vanguard Dividend Appreciat... 7 - $206.78 $6,367,000 32,823 2.56% -44,000 85 0.009    Closed - End Fund - Debt
   (FVD)1 Year Chart         FVD First Trust Value Line Divi... 8 - $45.29 $6,081,000 136,371 2.45% -156,000 -6,543 0.048    Closed - End Fund - Debt
   (IWF)1 Year Chart         IWF iShares Russell 1000 Growth 9 - $428.83 $5,973,000 16,543 2.41% -767,000 -240 0.006    Closed - End Fund - E...
   (EQWM)1 Year Chart         EQWM Invesco Russell Midcap Equa... 10 - $100.52 $5,805,000 63,423 2.34% -164,000 2,801 0.07    N/A
   (SCHM)1 Year Chart         SCHM Schwab U.S. Mid-Cap Etf 11 - $28.66 $5,507,000 210,180 2.22% -339,000 -775 0.166    N/A
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 12 - $624.06 $4,030,000 7,204 1.62% -179,000 22 0    Closed - End Fund - E...
   (SCHA)1 Year Chart         SCHA Schwab Strategic Trust 14 - $26.12 $3,060,000 130,614 1.23% -365,000 -1,811 0.009    Closed - End Fund - Debt
   (SCHF)1 Year Chart         SCHF Schwab Strategic Trust 15 - $22.22 $3,049,000 154,164 1.23% 146,000 -2,767 0.017    Closed - End Fund - Debt
   (BJAN)1 Year Chart         BJAN Innovator S&p 500 Buffer Etf 16 - $0.00 $3,002,000 64,378 1.21% -93,000 -169 1.57    N/A
   (FNOV)1 Year Chart         FNOV Ft Cboe Vest Us Equity Buff... 17 - $0.00 $2,947,000 63,141 1.19% -137,000 -1,341 0.702    N/A
   (NOBL)1 Year Chart         NOBL ProShares S&P 500 Dividend ... 18 - $0.00 $2,863,000 28,023 1.15% 89,000 154 0.033    N/A
   (XSHQ)1 Year Chart         XSHQ Powershares S&p Smallcap Qu... 19 - $0.00 $2,821,000 71,382 1.14% 27,000 5,400 0.793    N/A
   (SCHB)1 Year Chart         SCHB Schwab Strategic Trust 20 - $24.10 $2,689,000 124,904 1.08% -318,000 -7,584 0.064    Closed - End Fund - Debt
   (IHDG)1 Year Chart         IHDG Widsom Tree International H... 21 - $45.57 $2,307,000 53,167 0.93% -32,000 -650 0.014    N/A
   (AAPL)1 Year Chart         AAPL Apple Inc 22 - $211.14 $2,185,000 9,838 0.88% -335,000 -227 0    Personal Computers
   (DGRW)1 Year Chart         DGRW Wisdomtree Us Dividend Grow... 23 - $85.19 $2,053,000 25,712 0.83% 36,000 784 0.019    N/A
   (RYT)1 Year Chart         RYT Invesco S&P 500 Equal Weigh... 24 - $41.57 $1,984,000 58,020 0.8% -204,000 -460 0.064    Closed - End Fund - E...
   (PAUG)1 Year Chart         PAUG Innovator S&p 500 Power Buf... 25 - $0.00 $1,875,000 49,625 0.76% -73,000 -972 0.055    N/A
   (UPS)1 Year Chart         UPS United Parcel Service Inc 26 - $102.15 $1,859,000 16,905 0.75% -273,000 0 0.002    AirDelivery & Freight...
   (DFAI)1 Year Chart         DFAI Dfa Dimensional Internation... 27 - $0.00 $1,839,000 58,874 0.74% 377,000 8,820 0.005    N/A
   (BUFR)1 Year Chart         BUFR First Tr Exchng Traded Fd Vi 28 - $0.00 $1,660,000 55,917 0.67% 122,000 5,433 0.006    N/A
   (CAT)1 Year Chart         CAT Caterpillar Inc 29 - $402.18 $1,621,000 4,914 0.65% -161,000 1 0.001    Farm & Construction M...
   (TDIV)1 Year Chart         TDIV First Trust Vi First Trust ... 30 - $92.10 $1,524,000 20,707 0.61% -133,000 -410 0.075    N/A
   (BSEP)1 Year Chart         BSEP Innovator S&p 500 Buffer Et... 31 - $0.00 $1,508,000 36,099 0.61% -83,000 -975 0.401    N/A
   (NJAN)1 Year Chart         NJAN Innovator Nasdaq-100 Power ... 32 - $0.00 $1,474,000 31,788 0.59% 15,000 1,443 0.353    N/A
   (VDC)1 Year Chart         VDC Vangaurd Cnsmr Staples VIPER 33 - $218.66 $1,444,000 6,599 0.58% 9,000 -188 0.02    Closed - End Fund - E...
   (BFEB)1 Year Chart         BFEB Innovator S&p 500 Buffer Et... 34 - $0.00 $1,389,000 33,448 0.56% -34,000 414 0.12    N/A
   (KOCT)1 Year Chart         KOCT Innovator Russell 2000 Powe... 35 - $0.00 $1,357,000 46,355 0.55% -92,000 -1,045 0.515    N/A
   (FNX)1 Year Chart         FNX First Trust Mid Cap Core Al... 36 - $118.18 $1,351,000 12,394 0.54% -82,000 8 0.142    Closed - End Fund - Debt
   (IJR)1 Year Chart         IJR iShares Core S&P Small-Cap 37 - $112.95 $1,344,000 12,856 0.54% -136,000 7 0.002    Closed - End Fund - E...
   (KJAN)1 Year Chart         KJAN Innovator Russell 2000 Powe... 38 - $0.00 $1,286,000 35,992 0.52% -9,000 1,323 0.4    N/A
   (PAPR)1 Year Chart         PAPR Innovator S&p 500 Power Buf... 39 - $0.00 $1,257,000 35,261 0.51% -117,000 -2,177 0.023    N/A
   (IJAN)1 Year Chart         IJAN Innovator Msci Eafe Power B... 40 - $0.00 $1,233,000 38,578 0.5% 113,000 1,521 0.1    N/A
   (PMAY)1 Year Chart         PMAY Innovator S&p 500 Power Buf... 41 - $0.00 $1,213,000 33,886 0.49% -147,000 -3,990 0.038    N/A
   (RHS)1 Year Chart         RHS Invesco S&p 500 Equal Weigh... 42 - $30.15 $1,211,000 39,282 0.49% -66,000 -3,130 0.044    Closed - End Fund - E...
   (FDN)1 Year Chart         FDN First Trust Dow Jones Inter... 43 - $269.51 $1,161,000 5,226 0.47% -158,000 -200 0.01    Closed - End Fund - E...
   (MCD)1 Year Chart         MCD McDonalds Corp 44 - $293.02 $1,118,000 3,578 0.45% 45,000 -123 0    Restaurants
   (IWB)1 Year Chart         IWB ishares trust Russell 1000 45 - $343.15 $990,000 3,227 0.4% -49,000 0 0.002    Closed - End Fund - E...
   (NJUL)1 Year Chart         NJUL Innovator ETFs Tr 46 - $0.00 $936,000 15,593 0.38% -76,000 -533 0.173    N/A
   (FNDF)1 Year Chart         FNDF Schwab Fundamental Internat... 47 - $40.54 $928,000 25,665 0.37% 74,000 -36 0.001    N/A
   (FFEB)1 Year Chart         FFEB Ft Cboe Vest Us Equity Buff... 48 - $0.00 $912,000 18,698 0.37% -28,000 -182 0.053    N/A
   (IWO)1 Year Chart         IWO iShares Russell 2000 Growth 49 - $292.94 $892,000 3,489 0.36% -112,000 0 0.008    Closed - End Fund - E...
   (NOCT)1 Year Chart         NOCT Innovator Nasdaq-100 Power ... 50 - $0.00 $885,000 17,810 0.36% -36,000 -125 0.198    N/A
   (BJUL)1 Year Chart         BJUL Innovator S&p 500 Buffer Et... 51 - $0.00 $872,000 20,207 0.35% -80,000 -1,165 0.225    N/A
   (BAPR)1 Year Chart         BAPR Innovator S&p 500 Buffer Etf 52 - $0.00 $868,000 20,435 0.35% -142,000 -2,369 0.057    N/A
   (SPLV)1 Year Chart         SPLV Powershares S&Amp;P 500 Low... 53 - $72.67 $857,000 11,473 0.35% 3,000 -721 0.007    N/A
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 54 - $627.03 $850,000 1,513 0.34% -62,000 -36 0    Closed - End Fund - E...
   (BJUN)1 Year Chart         BJUN Innovator S&p 500 Buffer Et... 55 - $0.00 $828,000 20,436 0.33% -54,000 -813 0.227    N/A
   (BAUG)1 Year Chart         BAUG Innovator S&p 500 Buffer Et... 56 - $0.00 $815,000 19,196 0.33% -61,000 -895 0.111    N/A
   (USFR)1 Year Chart         USFR Wisdomtree Bloomberg Floati... 57 - $50.37 $786,000 15,619 0.32% 141,000 2,797 0.003    N/A
   (BOCT)1 Year Chart         BOCT Boulder Capital Opportuniti... 58 - $0.00 $785,000 18,665 0.32% -22,000 0 0.207    N/A
   (RDVY)1 Year Chart         RDVY First Trust Nasdaq Rising D... 59 - $63.56 $776,000 13,251 0.31% 37,000 751 0.001    N/A
   (SDVY)1 Year Chart         SDVY First Trust Smid Cap Rising... 60 - $0.00 $762,000 22,750 0.31% 246,000 8,365 0.003    N/A
   (BMAY)1 Year Chart         BMAY Innovator S&p 500 Buffer Et... 61 - $0.00 $761,000 19,189 0.31% -115,000 -2,540 0.021    N/A
   (FSEP)1 Year Chart         FSEP First Tr Exchng Traded Fd Vi 62 - $0.00 $749,000 16,816 0.3% -23,000 -75 0.187    N/A
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf 63 - $573.61 $726,000 1,412 0.29% -445,000 -761 0    Closed - End Fund - E...
   (FDEC)1 Year Chart         FDEC Ft Cboe Vest Us Equity Buff... 64 - $0.00 $709,000 16,341 0.29% -34,000 -325 0.182    N/A
   (BDEC)1 Year Chart         BDEC Innovator S 65 - $0.00 $707,000 16,887 0.28% -17,000 95 0.188    N/A
   (FTGS)1 Year Chart         FTGS First Trust Growth Strength... 66 - $0.00 $698,000 23,473 0.28% 96,000 4,295 0.026    N/A
   (QMAR)1 Year Chart         QMAR Ft Cboe Vest Growth100 Buff... 67 - $0.00 $696,000 24,607 0.28% -186,000 -5,019 0.273    N/A
   (KAPR)1 Year Chart         KAPR Innovator Russell 2000 Powe... 68 - $0.00 $693,000 22,469 0.28% -88,000 -1,415 0.025    N/A
   (PJAN)1 Year Chart         PJAN Innovator S&p 500 Power Buf... 70 - $0.00 $675,000 16,265 0.27% 37,000 1,166 0    N/A
   (BMAR)1 Year Chart         BMAR Innovator S&p 500 Buffer Et... 69 - $0.00 $675,000 14,833 0.27% -41,000 -694 0.182    N/A
   (KJUL)1 Year Chart         KJUL Innovator ETFs Tr 71 - $0.00 $672,000 24,032 0.27% -68,000 -1,105 0.267    N/A
   (QDEC)1 Year Chart         QDEC Ft Cboe Vest Growth100 Buff... 72 - $0.00 $659,000 25,198 0.27% -30,000 185 0.28    N/A
   (FV)1 Year Chart         FV First Trust Dorsey Wright F... 73 - $60.01 $642,000 11,698 0.26% -82,000 -553 0.02    N/A
   (FICS)1 Year Chart         FICS First Trust International D... 74 - $0.00 $628,000 17,140 0.25% 140,000 2,782 0.19    N/A
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 75 - $222.54 $627,000 3,296 0.25% -96,000 2 0    Internet Software & S...
   (PFEB)1 Year Chart         PFEB Innovator S&p 500 Power Buf... 76 - $0.00 $626,000 17,464 0.25% 169,000 5,049 0.111    N/A
   (PJUN)1 Year Chart         PJUN Innovator S&p 500 Power Buf... 77 - $0.00 $624,000 16,847 0.25% -30,000 -590 0.014    N/A
   (MSFT)1 Year Chart         MSFT Microsoft Corp 78 - $503.51 $613,000 1,634 0.25% -106,000 -71 0    Application Software
   (AVGO)1 Year Chart         AVGO Broadcom Limited 79 - $277.90 $611,000 3,651 0.25% -251,000 -65 0    Semiconductor- Broad...
   (VHT)1 Year Chart         VHT Vanguard Health Care Vipers 80 - $250.28 $600,000 2,267 0.24% 10,000 -58 0.004    Closed - End Fund - E...
   (WLTW)1 Year Chart         WLTW Willis Towers Watson Public... 81 - $308.51 $591,000 1,750 0.24% 43,000 0 0.001    Insurance Brokers
   (NAPR)1 Year Chart         NAPR Innovator Nasdaq-100 Power ... 82 - $0.00 $586,000 12,293 0.24% -76,000 -837 0.014    N/A
   (PJUL)1 Year Chart         PJUL Innovator S&p 500 Power Buf... 83 - $0.00 $570,000 14,171 0.23% -63,000 -1,200 0.016    N/A
   (IJUL)1 Year Chart         IJUL Innovator Msci Eafe Power B... 84 - $0.00 $546,000 18,745 0.22% 27,000 0 0.021    N/A
   (FJUN)1 Year Chart         FJUN Ft Cboe Vest Us Equity Buff... 85 - $0.00 $545,000 10,933 0.22% -28,000 -215 0.121    N/A
   (FJUL)1 Year Chart         FJUL Ft Cboe Vest U.S. Equity Bu... 86 - $0.00 $510,000 10,715 0.21% -60,000 -920 0.119    N/A
   (META)1 Year Chart         META Meta Platforms Inc 87 - $732.78 $492,000 854 0.2% -28,000 -34 0    Internet Service Prov...
   (BUFG)1 Year Chart         BUFG Ft Cboe Vest Buffered Alloc... 88 - $0.00 $491,000 20,631 0.2% -59,000 -1,825 0.052    N/A
   (FJAN)1 Year Chart         FJAN Ft Cboe Vest Us Equity Buff... 89 - $0.00 $484,000 10,911 0.19% 30,000 1,019 0.121    N/A
   (YDEC)1 Year Chart         YDEC Ft Cboe Vest International ... 90 - $0.00 $462,000 19,496 0.19% 18,000 -170 0.217    N/A
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 91 - $283.16 $457,000 1,863 0.18% -1,000 -48 0    Domestic Money Center...
   (SDY)1 Year Chart         SDY streetTRACKS Series Trust -... 92 - $138.62 $448,000 3,302 0.18% 2,000 -75 0.002    Closed - End Fund - E...
   (BUFQ)1 Year Chart         BUFQ Ft Cboe Vest Fund Of Nasdaq... 93 - $0.00 $447,000 14,980 0.18% 32,000 1,762 0.017    N/A
   (VUG)1 Year Chart         VUG Vanguard Growth VIPERS 94 - $442.50 $444,000 1,197 0.18% -48,000 -1 0    Closed - End Fund - E...
   (RYH)1 Year Chart         RYH Invesco S&P 500 Equal Wt Hl... 95 - $29.19 $441,000 14,815 0.18% -5,000 -422 0.016    Closed - End Fund - E...
   (PDEC)1 Year Chart         PDEC Innovator S&p 500 Power Buf... 96 - $0.00 $437,000 11,628 0.18% -8,000 40 0.052    N/A
   (FYX)1 Year Chart         FYX First Trust Small Cap Core ... 97 - $100.49 $434,000 4,814 0.17% -52,000 0 0.065    Property Management
   (PMAR)1 Year Chart         PMAR Innovator S&p 500 Power Buf... 98 - $0.00 $431,000 10,783 0.17% 27,000 740 0.024    N/A
   (FMAY)1 Year Chart         FMAY Ft Cboe Vest Us Equity Buff... 99 - $0.00 $426,000 9,229 0.17% -12,000 0 0.103    N/A
   (AZBO)1 Year Chart         AZBO Allianzim Us Large Cap Buff... 100 - $0.00 $421,000 11,990 0.17% -38,000 -910 0.118    N/A
   (MRK)1 Year Chart         MRK Merck & Co Inc 101 - $83.71 $419,000 4,664 0.17% -45,000 0 0    Drug Manufacturers - ...
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