BBJS Financial Advisors, LLC
- SEC CIK
- 0001966040
- Latest filing
- Oct 15, 2024
Holdings in Q3 2023
Holdings as of Sep 30, 2023, filed Nov 9, 2023. Long positions only; changes compare share counts with Q2 2023.
- Positions
- 127
- +4 vs. Q2 2023
- Portfolio value
- $263.8M
- +$14.2M (+5.7%) vs. Q2 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SLViShares Silver Trust | ETF | 300 | $6.10K | <0.1% | 00.0% | Unchanged | History |
| FFord Motor Co | Stock | 440 | $5.46K | <0.1% | 00.0% | Unchanged | History |
| CICigna Group | Stock | 17 | $4.86K | <0.1% | 00.0% | Unchanged | History |
| NWLNewell Brands Inc. | Stock | 500 | $4.51K | <0.1% | −800−61.5% | Reduced | History |
| TSLATesla, Inc. | Stock | 15 | $3.75K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 25 | $3.58K | <0.1% | 00.0% | Unchanged | – |
| SPOTSpotify Technology S.A. | Stock | 23 | $3.56K | <0.1% | 00.0% | Unchanged | History |
| SNOWSnowflake Inc. | Stock | 23 | $3.51K | <0.1% | 00.0% | Unchanged | History |
| USBUS Bancorp DE | COM NEW | 100 | $3.31K | <0.1% | 00.0% | Unchanged | History |
| BYNDBeyond Meat, Inc. | COM | 300 | $2.89K | <0.1% | 00.0% | Unchanged | History |
| HPQHP Inc | Stock | 112 | $2.88K | <0.1% | +1+0.9% | Added | History |
| iShares Russell Midcap ETF464287499 | ETF | 40 | $2.77K | <0.1% | 00.0% | Unchanged | – |
| VZVerizon Communications Inc | Stock | 77 | $2.48K | <0.1% | 00.0% | Unchanged | History |
| HPEHewlett Packard Enterprise Co | COM | 113 | $1.97K | <0.1% | 00.0% | Unchanged | History |
| HIIHuntington Ingalls Industries, Inc. | COM | 8 | $1.64K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Total Bond Market ETF921937835 | ETF | 23 | $1.58K | <0.1% | 00.0% | Unchanged | – |
| DKNGDraftKings Inc. | Stock | 50 | $1.47K | <0.1% | −50−50.0% | Reduced | History |
| COINCoinbase Global, Inc. | COM CL A | 15 | $1.13K | <0.1% | 00.0% | Unchanged | History |
| CCitigroup Inc | Stock | 24 | $988 | <0.1% | 00.0% | Unchanged | History |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 30 | $808 | <0.1% | 00.0% | Unchanged | – |
| ETF Managers Tr26924G508 | ETFMG ALTR HRVST | 212 | $774 | <0.1% | +2+1.0% | Added | – |
| WELLWelltower Inc. | REIT | 3 | $230 | <0.1% | −1−25.0% | Reduced | History |
| DXCDXC Technology Co | Stock | 8 | $169 | <0.1% | 00.0% | Unchanged | History |
| PTONPeloton Interactive, Inc. | CL A COM | 20 | $101 | <0.1% | 00.0% | Unchanged | History |
| CVMCel Sci Corp | COM PAR NEW | 40 | $50 | <0.1% | 00.0% | Unchanged | History |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 0 | $21 | <0.1% | 0 | Unchanged | – |
| First Tr Exchange-Traded FD33733E807 | NAT GAS ETF | 1 | $20 | <0.1% | −403−99.8% | Reduced | – |
Sold out since Q2 2023 (3)
Positions held at the end of Q2 2023 that are gone from this filing.