0001085146-23-003033.txt : 20230803 0001085146-23-003033.hdr.sgml : 20230803 20230802184505 ACCESSION NUMBER: 0001085146-23-003033 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230803 DATE AS OF CHANGE: 20230802 EFFECTIVENESS DATE: 20230803 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: 231137494 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 06-30-2023 06-30-2023 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 08-02-2023 0 35 143791049 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE 3M CO COM 88579Y101 BBG001S5T7X2 279912 2797 SH SOLE 0 0 2797 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 419070 3501 SH SOLE 0 0 3501 AMAZON COM INC COM 023135106 BBG001S5PQL7 740184 5678 SH SOLE 0 0 5678 APPLE INC COM 037833100 BBG001S5N8V8 2082664 10737 SH SOLE 0 0 10737 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 438185 1285 SH SOLE 0 0 1285 CAPSTAR FINL HLDGS INC COM 14070T102 BBG00CW88W92 193580 15777 SH SOLE 0 0 15777 COCA COLA CO COM 191216100 BBG001S5SMQ8 1264078 20991 SH SOLE 0 0 20991 EASTGROUP PPTYS INC COM 277276101 BBG001S5QT03 296882 1710 SH SOLE 0 0 1710 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 409110 3815 SH SOLE 0 0 3815 FIRST TR EXCH TRADED FD III MUNI HI INCM ETF 33739P301 BBG00J3TCQF4 3346699 71055 SH SOLE 0 0 71055 FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 BBG005SW6WS0 6244326 132576 SH SOLE 0 0 132576 HCA HEALTHCARE INC COM 40412C101 BBG001T8NTY2 766241 2525 SH SOLE 0 0 2525 HOME DEPOT INC COM 437076102 BBG001S5RTW7 313340 1009 SH SOLE 0 0 1009 INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 203383 1520 SH SOLE 0 0 1520 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 13781348 37305 SH SOLE 0 0 37305 ISHARES TR 0-5 YR TIPS ETF 46429B747 BBG001TG5H89 10413083 106691 SH SOLE 0 0 106691 ISHARES TR CORE US AGGBD ET 464287226 BBG001SM1QT8 10676846 109003 SH SOLE 0 0 109003 ISHARES TR INTL DIV GRWTH 46435G524 BBG00CX80QM7 15811619 254944 SH SOLE 0 0 254944 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 219927 1329 SH SOLE 0 0 1329 JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 223094 1534 SH SOLE 0 0 1534 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 334475 1166 SH SOLE 0 0 1166 MICROSOFT CORP COM 594918104 BBG001S5TD05 815176 2394 SH SOLE 0 0 2394 PGIM ETF TR FLOATING RT INC 69344A883 BBG017J0G1T1 304431 6061 SH SOLE 0 0 6061 PRINCIPAL EXCHANGE TRADED FD ACTIVE HIGH YL 74255Y102 BBG009KJNFR8 2325347 126686 SH SOLE 0 0 126686 RAYTHEON TECHNOLOGIES CORP COM 75513E101 BBG001S5X5Q9 491296 5015 SH SOLE 0 0 5015 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 521139 1176 SH SOLE 0 0 1176 SPDR SER TR PORTFOLIO S&P500 78464A854 BBG001SPTB87 592165 11364 SH SOLE 0 0 11364 SPDR SER TR PORTFOLIO SHORT 78464A474 BBG001T6B0P2 444710 15106 SH SOLE 0 0 15106 TESLA INC COM 88160R101 BBG001SQKGD7 274073 1047 SH SOLE 0 0 1047 VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 12486756 56717 SH SOLE 0 0 56717 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 32102319 78821 SH SOLE 0 0 78821 VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 11346833 57051 SH SOLE 0 0 57051 VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 10019546 70511 SH SOLE 0 0 70511 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 BBG001T62M92 3335993 56870 SH SOLE 0 0 56870 VISA INC COM CL A 92826C839 BBG001SRCFY3 273219 1150 SH SOLE 0 0 1150