0001085146-24-002024.txt : 20240425 0001085146-24-002024.hdr.sgml : 20240425 20240425121009 ACCESSION NUMBER: 0001085146-24-002024 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240425 DATE AS OF CHANGE: 20240425 EFFECTIVENESS DATE: 20240425 FILER: COMPANY DATA: COMPANY CONFORMED NAME: AJ Advisors, LLC CENTRAL INDEX KEY: 0001951167 ORGANIZATION NAME: 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: 24874271 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 03-31-2024 03-31-2024 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 04-25-2024 0 48 181293744 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE 3M CO COM SHS 88579Y119 BBG01LWZS482 294224 2774 SH SOLE 0 0 2774 ADOBE INC COM 00724F101 BBG001S5NCQ5 220510 437 SH SOLE 0 0 437 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 652018 4320 SH SOLE 0 0 4320 AMAZON COM INC COM 023135106 BBG001S5PQL7 840751 4661 SH SOLE 0 0 4661 APPLE INC COM 037833100 BBG001S5N8V8 2073184 12090 SH SOLE 0 0 12090 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 620267 1475 SH SOLE 0 0 1475 BLACKROCK INC COM 09247X101 BBG001SDBP55 260547 313 SH SOLE 0 0 313 CAPSTAR FINL HLDGS INC COM 14070T102 BBG00CW88W92 323790 16109 SH SOLE 0 0 16109 COCA COLA CO COM 191216100 BBG001S5SMQ8 1153649 18857 SH SOLE 0 0 18857 DISNEY WALT CO COM 254687106 BBG001S5QHF3 313800 2565 SH SOLE 0 0 2565 DOLLAR GEN CORP NEW COM 256677105 BBG001T5BM30 200375 1284 SH SOLE 0 0 1284 EASTGROUP PPTYS INC COM 277276101 BBG001S5QT03 314089 1747 SH SOLE 0 0 1747 ELI LILLY & CO COM 532457108 BBG001S5STL8 436112 561 SH SOLE 0 0 561 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 450564 3876 SH SOLE 0 0 3876 FIRST TR EXCH TRADED FD III MUNI HI INCM ETF 33739P301 BBG00J3TCQF4 3168138 65756 SH SOLE 0 0 65756 FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 BBG005SW6WS0 8558733 152372 SH SOLE 0 0 152372 GENERAL ELECTRIC CO COM 369604137 BBG01LT2YLD8 218287 1244 SH SOLE 0 0 1244 HCA HEALTHCARE INC COM 40412C101 BBG001T8NTY2 899932 2698 SH SOLE 0 0 2698 HOME DEPOT INC COM 437076102 BBG001S5RTW7 669307 1745 SH SOLE 0 0 1745 INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 294139 1540 SH SOLE 0 0 1540 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 18357250 41344 SH SOLE 0 0 41344 ISHARES TR 0-5 YR TIPS ETF 46429B747 BBG001TG5H89 11333363 113983 SH SOLE 0 0 113983 ISHARES TR CORE US AGGBD ET 464287226 BBG001SM1QT8 8365886 85418 SH SOLE 0 0 85418 ISHARES TR INTL DIV GRWTH 46435G524 BBG00CX80QM7 20391008 302717 SH SOLE 0 0 302717 JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 1978740 9879 SH SOLE 0 0 9879 MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 289867 602 SH SOLE 0 0 602 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 480957 990 SH SOLE 0 0 990 MICROSOFT CORP COM 594918104 BBG001S5TD05 1537475 3654 SH SOLE 0 0 3654 NIKOLA CORP COM 654110105 BBG00L4CWQW4 10400 10000 SH SOLE 0 0 10000 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 357731 396 SH SOLE 0 0 396 OTIS WORLDWIDE CORP COM 68902V107 BBG00RP60LN7 223806 2255 SH SOLE 0 0 2255 PGIM ETF TR FLOATING RT INC 69344A883 BBG017J0G1T1 306689 6012 SH SOLE 0 0 6012 PGIM ETF TR TOTAL RETURN BON 69344A800 BBG013WXN687 523918 12594 SH SOLE 0 0 12594 PINNACLE FINL PARTNERS INC COM 72346Q104 BBG001SF5953 602994 7021 SH SOLE 0 0 7021 PRINCIPAL EXCHANGE TRADED FD ACTIVE HIGH YL 74255Y102 BBG009KJNFR8 1938379 101168 SH SOLE 0 0 101168 PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 1028464 6339 SH SOLE 0 0 6339 RTX CORPORATION COM 75513E101 BBG001S5X5Q9 488304 5007 SH SOLE 0 0 5007 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 703811 1346 SH SOLE 0 0 1346 SPDR SER TR PORTFOLIO S&P500 78464A854 BBG001SPTB87 654753 10641 SH SOLE 0 0 10641 SPDR SER TR PORTFOLIO SHORT 78464A474 BBG001T6B0P2 438097 14716 SH SOLE 0 0 14716 STARBUCKS CORP COM 855244109 BBG001S72KH6 223668 2447 SH SOLE 0 0 2447 UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 253863 513 SH SOLE 0 0 513 VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 16546503 66223 SH SOLE 0 0 66223 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 42862664 89167 SH SOLE 0 0 89167 VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 15232092 66635 SH SOLE 0 0 66635 VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 13585039 83415 SH SOLE 0 0 83415 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 BBG001SS0V24 250421 2070 SH SOLE 0 0 2070 VISA INC COM CL A 92826C839 BBG001SRCFY3 365186 1309 SH SOLE 0 0 1309