Long-term investor
Aj Advisors, LLC @ajadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001951167).
Record
- Tracked since 2025-06-30 (445 days), 20 trades recorded
- Returns: week n/a · month n/a · 90 days +11.8% · 6 months n/a · 1 year +18.5% · all +18.5%
- Max drawdown n/a · win rate 30% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VOO · 23.8% · long · since 2025-06-30
- IGRO · 12.6% · long · since 2025-06-30
- 46090E103 · 12.6% · long · since 2025-06-30
- VO · 6.3% · long · since 2025-06-30
- VB · 6.3% · long · since 2025-06-30
- VTV · 5.6% · long · since 2025-06-30
- STIP · 4.9% · long · since 2025-06-30
- SMH · 4.8% · long · since 2025-06-30
- RDVY · 4.6% · long · since 2025-06-30
- AOM · 4.4% · long · since 2025-12-31
- VCRB · 3.6% · long · since 2025-06-30
- PTRB · 2.4% · long · since 2025-06-30