BBJS FINANCIAL ADVISORS, LLC

All Holdings — 2024 Q3

AI Portfolio Summary
In 2024 Q3, BBJS FINANCIAL ADVISORS, LLC maintained a portfolio of 175 distinct positions. The most significant new addition to the portfolio was SSGA ACTIVE ETF TR, which now represents 0.82% of the total fund value. They heavily accumulated shares in INVESCO EXCHANGE TRA, increasing their position by 6.5%. Conversely, BBJS FINANCIAL ADVISORS, LLC completely exited their position in ISHARES TR.
PCA Score Concentration Risk
Risk ENB
Total Positions
175
Quarter
2024 Q3
Top Holding
TEAM (21.5%)
Top 10 Concentration
67.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 175
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
TEAM
ATLASSIAN CORPO...
Technology 21.55% 25.09% #1
Prev: #1
8.6 no change no change
P
S
380,426 $60,415,454 2022 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
RSP
INVESCO EXCHANG...
Unknown 9.38% 8.44% #2
Prev: #2
5.8 8,987 6.5%
P
S
146,802 $26,301,055 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
VGK
VANGUARD INTL E...
ETF 6.13% 6.02% #3
Prev: #3
4.5 285 0.1%
P
S
241,926 $17,200,967 2022 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
VBR
VANGUARD INDEX ...
ETF 5.94% 5.64% #4 1
Prev: #5
4.4 45 0.1%
P
S
82,989 $16,662,516 2022 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
IVW
ISHARES TR
Warrant 5.34% 5.39% #5 1
Prev: #6
4.1 43 0.0%
P
S
156,332 $14,968,837 2022 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
VBK
VANGUARD INDEX ...
ETF 5.11% 5.94% #6 2
Prev: #4
2.1 -10,079 -15.8%
P
S
53,596 $14,329,909 2022 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
IEMG
ISHARES INC
ETF 4.43% 4.32% #7
Prev: #7
1.8 -382 -0.2%
P
S
216,188 $12,411,346 2022 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
VPL
VANGUARD INTL E...
ETF 3.98% 3.94% #8
Prev: #8
3.6 67 0.0%
P
S
142,429 $11,165,023 2022 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
VNQI
VANGUARD INTL E...
ETF 3.07% 2.81% #9 2
Prev: #11
1.2 -2,045 -1.1%
P
S
183,776 $8,620,910 2022 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
XME
SPDR SER TR
Unknown 2.99% 3.86% #10 1
Prev: #9
1.3 -43,042 -24.6%
P
S
131,660 $8,389,400 2022 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
SHY
ISHARES TR
ETF 2.92% 2.91% #11 1
Prev: #10
3.2 3,130 3.3%
P
S
98,570 $8,196,109 2023 Q3 13F Filing 2024-09-30 2024-11-14 (Est.)
IVE
ISHARES TR
ETF 2.52% 2.43% #12
Prev: #12
3.0 50 0.1%
P
S
35,834 $7,065,321 2022 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
IVV
ISHARES TR
ETF 2.21% 2.19% #13
Prev: #13
2.9 13 0.1%
P
S
10,729 $6,188,982 2022 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
VLUE
ISHARES TR
ETF 2.18% 2.15% #14
Prev: #14
2.9 418 0.8%
P
S
56,095 $6,116,563 2022 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
NVDA
NVIDIA CORPORAT...
Technology 2.09% 1.18% #15 7
Prev: #22
3.1 22,614 88.5%
P
S
48,164 $5,849,037 2023 Q3 13F Filing 2024-09-30 2024-11-14 (Est.)
EEM
ISHARES TR
ETF 2.05% 1.99% #16 1
Prev: #15
0.8 no change no change
P
S
125,207 $5,741,996 2022 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
XBI
SPDR SER TR
Unknown 1.83% 1.79% #17 1
Prev: #16
2.7 33 0.1%
P
S
51,839 $5,121,730 2022 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
XLU
SELECT SECTOR S...
Bond/Debt 1.74% 1.52% #18
Prev: #18
2.7 468 0.8%
P
S
60,341 $4,874,368 2023 Q2 13F Filing 2024-09-30 2024-11-14 (Est.)
XLV
SELECT SECTOR S...
Unknown 1.69% 1.67% #19 2
Prev: #17
2.7 91 0.3%
P
S
30,795 $4,743,024 2023 Q2 13F Filing 2024-09-30 2024-11-14 (Est.)
JPIB
J P MORGAN EXCH...
Bond/Debt 1.53% 1.48% #20 1
Prev: #19
2.6 3,616 4.3%
P
S
88,070 $4,285,051 2024 Q1 13F Filing 2024-09-30 2024-11-14 (Est.)
DTCR
GLOBAL X FDS
Unknown 1.47% 1.30% #21 1
Prev: #20
2.6 2,399 1.0%
P
S
233,140 $4,107,920 2023 Q3 13F Filing 2024-09-30 2024-11-14 (Est.)
MSFT
MICROSOFT CORP
Technology 1.20% 0.06% #22 28
Prev: #50
2.8 7,428 1959.9%
P
S
7,807 $3,359,476 2022 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
TLT
ISHARES TR
ETF 1.05% 0.03% #23 36
Prev: #59
2.7 28,962 2887.5%
P
S
29,965 $2,939,600 2023 Q3 13F Filing 2024-09-30 2024-11-14 (Est.)
BWXT
BWX TECHNOLOGIE...
Industrials 1.01% 0.01% #24 80
Prev: #104
2.7 25,842 12305.7%
P
S
26,052 $2,831,800 2024 Q2 13F Filing 2024-09-30 2024-11-14 (Est.)
SRLN
SSGA ACTIVE ETF...
ETF 0.82% #25
Prev: #—
2.3 55,331 no change
NEW
55,331 $2,310,623 2024 Q3 13F Filing 2024-09-30 2024-11-14 (Est.)
FLOT
ISHARES TR
Bond/Debt 0.00% 0.02%
Sold All 😨
(Was: #70)
0.3 -994 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
UNG
UNITED STS NAT ...
ETF 0.00% 0.01%
Sold All 😨
(Was: #82)
0.3 -1,914 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2024-09-30 2024-11-14 (Est.)
AMGN
AMGEN INC
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #83)
0.3 -105 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2024-09-30 2024-11-14 (Est.)
MRK
MERCK & CO INC
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #93)
0.3 -190 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
ADBE
ADOBE INC
Technology 0.00% 0.01%
Sold All 😨
(Was: #99)
0.3 -40 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2024-09-30 2024-11-14 (Est.)
UNP
UNION PAC CORP
Industrials 0.00% 0.01%
Sold All 😨
(Was: #102)
0.3 -90 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2024-09-30 2024-11-14 (Est.)
META
META PLATFORMS ...
Communication Services 0.00% 0.01%
Sold All 😨
(Was: #103)
0.3 -40 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2024-09-30 2024-11-14 (Est.)
CSCO
CISCO SYS INC
Technology 0.00% 0.01%
Sold All 😨
(Was: #107)
0.3 -390 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2024-09-30 2024-11-14 (Est.)
CMCSA
COMCAST CORP NE...
Communication Services 0.00% 0.01%
Sold All 😨
(Was: #110)
0.3 -460 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2024-09-30 2024-11-14 (Est.)
RTX
RTX CORPORATION
Industrials 0.00% 0.00%
Sold All 😨
(Was: #120)
0.3 -120 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2024-09-30 2024-11-14 (Est.)
ABT
ABBOTT LABS
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #121)
0.3 -115 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2024-09-30 2024-11-14 (Est.)
JNJ
JOHNSON & JOHNS...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #122)
0.3 -80 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2024-09-30 2024-11-14 (Est.)
MET
METLIFE INC
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #123)
0.3 -160 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2024-09-30 2024-11-14 (Est.)
MMM
3M CO
Industrials 0.00% 0.00%
Sold All 😨
(Was: #124)
0.3 -105 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2024-09-30 2024-11-14 (Est.)
MDLZ
MONDELEZ INTL I...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #127)
0.3 -145 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2024-09-30 2024-11-14 (Est.)
INTC
INTEL CORP
Technology 0.00% 0.00%
Sold All 😨
(Was: #128)
0.3 -300 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2024-09-30 2024-11-14 (Est.)
UPS
UNITED PARCEL S...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #130)
0.3 -65 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2024-09-30 2024-11-14 (Est.)
PFE
PFIZER INC
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #133)
0.3 -313 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2024-09-30 2024-11-14 (Est.)
QCOM
QUALCOMM INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #136)
0.3 -40 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2024-09-30 2024-11-14 (Est.)
OTIS
OTIS WORLDWIDE ...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #141)
0.3 -60 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2024-09-30 2024-11-14 (Est.)
BA
BOEING CO
Industrials 0.00% 0.00%
Sold All 😨
(Was: #147)
0.3 -25 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2024-09-30 2024-11-14 (Est.)
XLC
SELECT SECTOR S...
ETF 0.00% 0.00%
Sold All 😨
(Was: #148)
0.3 -50 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2024-09-30 2024-11-14 (Est.)
ITUB
ITAU UNIBANCO H...
Preferred 0.00% 0.00%
Sold All 😨
(Was: #150)
0.3 -697 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2024-09-30 2024-11-14 (Est.)
NKE
NIKE INC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #152)
0.3 -50 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2024-09-30 2024-11-14 (Est.)
VZ
VERIZON COMMUNI...
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #155)
0.3 -77 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
EMR
EMERSON ELEC CO
Industrials 0.00% 0.00%
Sold All 😨
(Was: #156)
0.3 -28 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2024-09-30 2024-11-14 (Est.)
SOFI
SOFI TECHNOLOGI...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #158)
0.3 -400 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2024-09-30 2024-11-14 (Est.)
SLGN
SILGAN HLDGS IN...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #160)
0.3 -50 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
WBA
WALGREENS BOOTS...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #161)
0.3 -170 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2024-09-30 2024-11-14 (Est.)
T
AT&T INC
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #164)
0.3 -90 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
SOLV
SOLVENTUM CORP
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #166)
0.3 -26 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2024-09-30 2024-11-14 (Est.)
EQIX
EQUINIX INC
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #169)
0.3 no change -100.0%
CLOSED
$— 2022 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
JPST
J P MORGAN EXCH...
ETF 0.00% 0.00%
Sold All 😨
(Was: #172)
0.3 -1 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
Showing 1-25 of 175 holdings

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