0001085146-23-001812.txt : 20230421 0001085146-23-001812.hdr.sgml : 20230421 20230420214218 ACCESSION NUMBER: 0001085146-23-001812 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230421 DATE AS OF CHANGE: 20230420 EFFECTIVENESS DATE: 20230421 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: 23834373 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 03-31-2023 03-31-2023 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 04-20-2023 0 36 136204898 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE 3M CO COM 88579Y101 BBG001S5T7X2 289660 2756 SH SOLE 0 0 2756 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 358387 3455 SH SOLE 0 0 3455 AMAZON COM INC COM 023135106 BBG001S5PQL7 586687 5680 SH SOLE 0 0 5680 APPLE INC COM 037833100 BBG001S5N8V8 1772877 10751 SH SOLE 0 0 10751 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 392447 1271 SH SOLE 0 0 1271 CAPSTAR FINL HLDGS INC COM 14070T102 BBG00CW88W92 237024 15645 SH SOLE 0 0 15645 COCA COLA CO COM 191216100 BBG001S5SMQ8 1293725 20856 SH SOLE 0 0 20856 EASTGROUP PPTYS INC COM 277276101 BBG001S5QT03 280569 1697 SH SOLE 0 0 1697 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 316548 2887 SH SOLE 0 0 2887 FIRST TR EXCH TRADED FD III MUNI HI INCM ETF 33739P301 BBG00J3TCQF4 3397040 72447 SH SOLE 0 0 72447 FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 BBG005SW6WS0 5807073 129420 SH SOLE 0 0 129420 GENERAL ELECTRIC CO COM NEW 369604301 BBG001S5PVD5 311837 3262 SH SOLE 0 0 3262 HCA HEALTHCARE INC COM 40412C101 BBG001T8NTY2 676637 2566 SH SOLE 0 0 2566 HOME DEPOT INC COM 437076102 BBG001S5RTW7 295637 1002 SH SOLE 0 0 1002 INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 239014 1823 SH SOLE 0 0 1823 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 11867730 36979 SH SOLE 0 0 36979 ISHARES TR 0-5 YR TIPS ETF 46429B747 BBG001TG5H89 10664232 107470 SH SOLE 0 0 107470 ISHARES TR CORE US AGGBD ET 464287226 BBG001SM1QT8 10931071 109706 SH SOLE 0 0 109706 ISHARES TR INTL DIV GRWTH 46435G524 BBG00CX80QM7 15314912 252638 SH SOLE 0 0 252638 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 207499 1339 SH SOLE 0 0 1339 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 249135 1176 SH SOLE 0 0 1176 MICROSOFT CORP COM 594918104 BBG001S5TD05 697334 2419 SH SOLE 0 0 2419 PGIM ETF TR FLOATING RT INC 69344A883 BBG017J0G1T1 300708 6059 SH SOLE 0 0 6059 PRINCIPAL EXCHANGE TRADED FD ACTIVE HIGH YL 74255Y102 BBG009KJNFR8 2396779 130900 SH SOLE 0 0 130900 RAYTHEON TECHNOLOGIES CORP COM 75513E101 BBG001S5X5Q9 488584 4989 SH SOLE 0 0 4989 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 481259 1176 SH SOLE 0 0 1176 SPDR SER TR PORTFOLIO S&P500 78464A854 BBG001SPTB87 525643 10917 SH SOLE 0 0 10917 SPDR SER TR PORTFOLIO SHORT 78464A474 BBG001T6B0P2 440131 14854 SH SOLE 0 0 14854 STARBUCKS CORP COM 855244109 BBG001S72KH6 200247 1923 SH SOLE 0 0 1923 TESLA INC COM 88160R101 BBG001SQKGD7 217211 1047 SH SOLE 0 0 1047 VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 11661821 55290 SH SOLE 0 0 55290 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 29576864 78647 SH SOLE 0 0 78647 VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 10595934 55898 SH SOLE 0 0 55898 VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 9424843 68242 SH SOLE 0 0 68242 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 BBG001T62M92 3448922 57520 SH SOLE 0 0 57520 VISA INC COM CL A 92826C839 BBG001SRCFY3 258877 1148 SH SOLE 0 0 1148