0001085146-23-000602.txt : 20230203 0001085146-23-000602.hdr.sgml : 20230203 20230202212330 ACCESSION NUMBER: 0001085146-23-000602 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230203 DATE AS OF CHANGE: 20230202 EFFECTIVENESS DATE: 20230203 FILER: COMPANY DATA: COMPANY CONFORMED NAME: AJ Advisors, LLC CENTRAL INDEX KEY: 0001951167 IRS NUMBER: 881531746 STATE OF INCORPORATION: TN FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22803 FILM NUMBER: 23583497 BUSINESS ADDRESS: STREET 1: 2726 LARMON DRIVE CITY: NASHVILLE STATE: TN ZIP: 37204 BUSINESS PHONE: 6157098709 MAIL ADDRESS: STREET 1: 2726 LARMON DRIVE CITY: NASHVILLE STATE: TN ZIP: 37204 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001951167 XXXXXXXX 12-31-2022 12-31-2022 false AJ Advisors, LLC

2726 LARMON DRIVE NASHVILLE TN 37204

13F HOLDINGS REPORT 028-22803 000321606 801-125760 N G. Andrew Quinn 615-944-1557 /s/G. Andrew Quinn Nashville TN 02-02-2023 0 37 124693870 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE 3M CO COM 88579Y101 BBG001S5T7X2 325762 2716 SH SOLE 0 0 2716 ACTIVISION BLIZZARD INC COM 00507V109 BBG001S6C009 204063 2666 SH SOLE 0 0 2666 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 327422 3711 SH SOLE 0 0 3711 AMAZON COM INC COM 023135106 BBG001S5PQL7 483252 5753 SH SOLE 0 0 5753 APPLE INC COM 037833100 BBG001S5N8V8 1431105 11014 SH SOLE 0 0 11014 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 408498 1322 SH SOLE 0 0 1322 BLACKROCK INC COM 09247X101 BBG001SDBP55 213666 302 SH SOLE 0 0 302 CAPSTAR FINL HLDGS INC COM 14070T102 BBG00CW88W92 274741 15557 SH SOLE 0 0 15557 COCA COLA CO COM 191216100 BBG001S5SMQ8 1319426 20742 SH SOLE 0 0 20742 DOLLAR GEN CORP NEW COM 256677105 BBG001T5BM30 263299 1069 SH SOLE 0 0 1069 EASTGROUP PPTYS INC COM 277276101 BBG001S5QT03 249311 1684 SH SOLE 0 0 1684 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 301558 2734 SH SOLE 0 0 2734 FIRST TR EXCH TRADED FD III MUNI HI INCM ETF 33739P301 BBG00J3TCQF4 4991238 107825 SH SOLE 0 0 107825 FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 BBG005SW6WS0 5442440 123917 SH SOLE 0 0 123917 GENERAL ELECTRIC CO COM NEW 369604301 BBG001S5PVD5 273266 3261 SH SOLE 0 0 3261 HCA HEALTHCARE INC COM 40412C101 BBG001T8NTY2 663310 2764 SH SOLE 0 0 2764 HOME DEPOT INC COM 437076102 BBG001S5RTW7 328891 1041 SH SOLE 0 0 1041 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 9301667 34932 SH SOLE 0 0 34932 ISHARES TR 0-5 YR TIPS ETF 46429B747 BBG001TG5H89 10173834 104928 SH SOLE 0 0 104928 ISHARES TR CORE US AGGBD ET 464287226 BBG001SM1QT8 10388156 107105 SH SOLE 0 0 107105 ISHARES TR INTL DIV GRWTH 46435G524 BBG00CX80QM7 14129214 245171 SH SOLE 0 0 245171 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 236888 1341 SH SOLE 0 0 1341 JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 238138 1776 SH SOLE 0 0 1776 MICROSOFT CORP COM 594918104 BBG001S5TD05 593207 2474 SH SOLE 0 0 2474 PGIM ETF TR FLOATING RT INC 69344A883 BBG017J0G1T1 301283 6177 SH SOLE 0 0 6177 RAYTHEON TECHNOLOGIES CORP COM 75513E101 BBG001S5X5Q9 501032 4965 SH SOLE 0 0 4965 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 447966 1171 SH SOLE 0 0 1171 SPDR SER TR PORTFOLIO S&P500 78464A854 BBG001SPTB87 439578 9773 SH SOLE 0 0 9773 SPDR SER TR PORTFOLIO SHORT 78464A474 BBG001T6B0P2 443007 15079 SH SOLE 0 0 15079 STARBUCKS CORP COM 855244109 BBG001S72KH6 225347 2272 SH SOLE 0 0 2272 UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 263150 496 SH SOLE 0 0 496 VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 10852697 53249 SH SOLE 0 0 53249 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 26150455 74431 SH SOLE 0 0 74431 VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 9843442 53631 SH SOLE 0 0 53631 VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 9078927 64679 SH SOLE 0 0 64679 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 BBG001T62M92 3309142 56586 SH SOLE 0 0 56586 VISA INC COM CL A 92826C839 BBG001SRCFY3 275492 1326 SH SOLE 0 0 1326