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  Name: AJ Advisors LLC
  City: NASHVILLE
  State: TN
  Zip: 37204
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $181,294,000
  Total Value Change : $18,731,000
  Securities Held Change : 5
   
All Securities Held : 48
  New Positions : 7
  Closed Positions : 2
  Increased Positions : 27
  Unchanged Positions : 0
  Decreased Positions : 14

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 14     View All Holdings Currently Viewing:  Decreased Positions     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
   (AAPL)1 Year Chart         AAPL Apple Inc 11 - $191.04 $2,073,000 12,090 1.14% -271,000 -83 0    Personal Computers
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 12 - $195.58 $1,979,000 9,879 1.09% 295,000 -22 0    Domestic Money Center...
   (YLD)1 Year Chart         YLD Principal Edge Active Incom... 13 - $19.10 $1,938,000 101,168 1.07% -51,000 -4,288 0.112    N/A
   (KO)1 Year Chart         KO Coca-Cola Co 15 - $62.57 $1,154,000 18,857 0.64% 27,000 -265 0    Beverage Soft Drinks...
   (PG)1 Year Chart         PG Procter & Gamble Co 16 - $167.31 $1,028,000 6,339 0.57% 21,000 -531 0    Cleaning Products
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 18 - $183.54 $841,000 4,661 0.46% 88,000 -295 0    Internet Software & S...
   (HD)1 Year Chart         HD Home Depot Inc 20 - $337.82 $669,000 1,745 0.37% 54,000 -29 0    Home Improvement Stores
   (ELR)1 Year Chart         ELR streetTRACKS Series Trust -... 21 - $62.35 $655,000 10,641 0.36% -4,000 -1,146 0.001    Closed - End Fund - E...
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 22 - $176.92 $652,000 4,320 0.36% 40,000 -59 0    Search Engines & Info...
   (SCPB)1 Year Chart         SCPB Spdr Series Trust Term Corp... 29 - $29.66 $438,000 14,716 0.24% -7,000 -218 0.001    Closed - End Fund - Debt
   (V)1 Year Chart         V Visa Inc 31 - $278.54 $365,000 1,309 0.2% 11,000 -51 0    Business Services
   (PFRL)1 Year Chart         PFRL Pgim Floating Rate Income Etf 36 - $0.00 $307,000 6,012 0.17% 5,000 -6 0.557    N/A
   (IBM)1 Year Chart         IBM International Business Mach... 37 - $169.92 $294,000 1,540 0.16% 27,000 -95 0    Diversified Computer ...
   (UNH)1 Year Chart         UNH Unitedhealth Group Inc 40 - $517.23 $254,000 513 0.14% -78,000 -118 0    Health Care Plans
      14 Records Found
  1    
Page 1 of 1
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