0001085146-24-005249.txt : 20241031 0001085146-24-005249.hdr.sgml : 20241031 20241031104449 ACCESSION NUMBER: 0001085146-24-005249 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240930 FILED AS OF DATE: 20241031 DATE AS OF CHANGE: 20241031 EFFECTIVENESS DATE: 20241031 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: 241412972 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 09-30-2024 09-30-2024 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 10-31-2024 0 34 195021936 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ADOBE INC COM 00724F101 BBG001S5NCQ5 246981 477 SH SOLE 0 0 477 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 575435 3470 SH SOLE 0 0 3470 AMAZON COM INC COM 023135106 BBG001S5PQL7 606318 3254 SH SOLE 0 0 3254 APPLE INC COM 037833100 BBG001S5N8V8 1058981 4545 SH SOLE 0 0 4545 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 411933 895 SH SOLE 0 0 895 BLACKROCK INC COM 09247X101 BBG001SDBP55 355845 375 SH SOLE 0 0 375 FIRST TR EXCH TRADED FD III MUNI HI INCM ETF 33739P301 BBG00J3TCQF4 2954408 59806 SH SOLE 0 0 59806 FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 BBG005SW6WS0 8977871 151628 SH SOLE 0 0 151628 HCA HEALTHCARE INC COM 40412C101 BBG001T8NTY2 486887 1198 SH SOLE 0 0 1198 HOME DEPOT INC COM 437076102 BBG001S5RTW7 586912 1448 SH SOLE 0 0 1448 INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 405434 1834 SH SOLE 0 0 1834 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 21962699 44999 SH SOLE 0 0 44999 ISHARES TR 0-5 YR TIPS ETF 46429B747 BBG001TG5H89 11926264 117709 SH SOLE 0 0 117709 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 210302 365 SH SOLE 0 0 365 ISHARES TR CORE US AGGBD ET 464287226 BBG001SM1QT8 8850041 87391 SH SOLE 0 0 87391 ISHARES TR INTL DIV GRWTH 46435G524 BBG00CX80QM7 22730043 304733 SH SOLE 0 0 304733 ISHARES TR ISHARES SEMICDTR 464287523 BBG001SJ8F58 5033484 21829 SH SOLE 0 0 21829 JPMORGAN CHASE & CO. COM 46625H100 BBG001S8CRC3 1513398 7177 SH SOLE 0 0 7177 MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 249849 506 SH SOLE 0 0 506 MICROSOFT CORP COM 594918104 BBG001S5TD05 1141738 2653 SH SOLE 0 0 2653 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 275761 2271 SH SOLE 0 0 2271 PGIM ETF TR FLOATING RT INC 69344A883 BBG017J0G1T1 294795 5818 SH SOLE 0 0 5818 PGIM ETF TR TOTAL RETURN BON 69344A800 BBG013WXN687 6004086 140086 SH SOLE 0 0 140086 PRINCIPAL EXCHANGE TRADED FD ACTIVE HIGH YL 74255Y102 BBG009KJNFR8 1865267 95508 SH SOLE 0 0 95508 PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 521272 3010 SH SOLE 0 0 3010 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 896195 1562 SH SOLE 0 0 1562 SPDR SER TR PORTFOLIO S&P500 78464A854 BBG001SPTB87 514193 7617 SH SOLE 0 0 7617 SPDR SER TR PORTFOLIO SHORT 78464A474 BBG001T6B0P2 442620 14618 SH SOLE 0 0 14618 UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 369837 633 SH SOLE 0 0 633 VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 16164118 61267 SH SOLE 0 0 61267 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 50759261 96195 SH SOLE 0 0 96195 VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 14445762 60899 SH SOLE 0 0 60899 VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 11752351 67322 SH SOLE 0 0 67322 VISA INC COM CL A 92826C839 BBG001SRCFY3 431595 1570 SH SOLE 0 0 1570