Jdm Financial Group LLC Reduced Holdings in Q4 2024

Jdm Financial Group LLC

  • $192 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-24.6K
- 30.64%
N/A
55.8K $1.34B
VEA
Vanguard Ftse Developed Market

ETFs
-663
- 1.14%
$47.57 - $52.44 $31.5K - $34.8K
57.3K $2.74B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-976
- 2.32%
$44.04 - $49.49 $43K - $48.3K
41.1K $1.81B
Vanguard California Tax Exempt Bond ETF
-1.82K
- 59.88%
N/A
1.22K $121M
IEFA
Ishares Tr

ETFs
-48
- 0.21%
$70.06 - $77.43 $3.36K - $3.72K
22.9K $1.61B
URTH
Ishares Msci World ETF

ETFs
-558
- 27.69%
$153.73 - $162.67 $85.8K - $90.8K
1.46K $227M
VO
Vanguard Mid Cap ETF

ETFs
-212
- 0.54%
$261.5 - $284.63 $55.4K - $60.3K
39K $10.3B
MSFT
Microsoft Corp

Technology
-85
- 10.84%
$406.35 - $454.46 $34.5K - $38.6K
699 $295M
Bondbloxx Irm Tax Aware Short Duration ETF
-635
- 2.6%
N/A
23.8K $1.2B
GILD
Gilead Sciences, Inc.

Healthcare
-555
- 46.02%
$83.95 - $97.9 $46.6K - $54.3K
651 $60.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-66
- 7.87%
$442.29 - $483.08 $29.2K - $31.9K
773 $350M
IVW
Ishares S&P 500 Growth ETF

ETFs
-304
- 23.38%
$94.43 - $105.47 $28.7K - $32.1K
996 $101M
AMGN
Amgen Inc

Healthcare
-6
- 2.38%
$258.78 - $328.31 $1.55K - $1.97K
246 $64.1M
CVX
Chevron Corp

Energy
-97
- 26.72%
$141.15 - $162.53 $13.7K - $15.8K
266 $38.5M
JNJ
Johnson & Johnson

Healthcare
-30
- 6.49%
$143.34 - $165.86 $4.3K - $4.98K
432 $62.4M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-229
- 10.14%
$26.63 - $30.23 $6.1K - $6.92K
2.03K $54M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-140
- 11.25%
$37.12 - $41.23 $5.2K - $5.77K
1.1K $41M
SPG
Simon Property Group Inc

Real Estate
-111
- 4.16%
$167.23 - $183.84 $18.6K - $20.4K
2.56K $440M
LLY
Eli Lilly & CO

Healthcare
-9
- 37.5%
$727.2 - $932.06 $6.54K - $8.39K
15 $11.6M
GE
General Electric CO

Industrials
-14
- 4.91%
$159.95 - $194.23 $2.24K - $2.72K
271 $45.2M
UNH
Unitedhealth Group Inc

Healthcare
-11
- 29.73%
$485.52 - $625.25 $5.34K - $6.88K
26 $13.2M
MRK
Merck & Co., Inc.

Healthcare
-17
- 4.08%
$96.31 - $114.76 $1.64K - $1.95K
400 $39.8M
PG
Procter & Gamble CO

Consumer Defensive
-29
- 6.36%
$161.05 - $179.7 $4.67K - $5.21K
427 $71.6M
AMD
Advanced Micro Devices Inc

Technology
-17
- 16.04%
$118.88 - $172.8 $2.02K - $2.94K
89 $10.8M
TXN
Texas Instruments Inc

Technology
-12
- 6.32%
N/A
178 $33.4M
KO
Coca Cola CO

Consumer Defensive
-50
- 18.66%
$61.74 - $71.71 $3.09K - $3.59K
218 $13.6M
IBB
Ishares Biotechnology ETF

ETFs
-18
- 12.95%
$131.21 - $148.85 $2.36K - $2.68K
121 $16M
ED
Consolidated Edison Inc

Utilities
-12
- 5.66%
$88.87 - $107.38 $1.07K - $1.29K
200 $17.8M
CVS
Cvs Health Corp

Healthcare
-17
- 9.09%
$43.78 - $67.46 $744 - $1.15K
170 $7.63M
MCD
Mcdonalds Corp

Consumer Cyclical
-11
- 25.0%
$288.47 - $316.54 $3.17K - $3.48K
33 $9.57M
ADBE
Adobe Inc.

Technology
-5
- 22.73%
$437.39 - $552.96 $2.19K - $2.76K
17 $7.56M
INTC
Intel Corp

Technology
-150
- 71.43%
$19.07 - $26.23 $2.86K - $3.93K
60 $1.2M
QCOM
Qualcomm Inc

Technology
-10
- 8.7%
$150.4 - $178.04 $1.5K - $1.78K
105 $16.1M
IWM
Ishares Russell 2000 ETF

ETFs
-15
- 0.46%
$216.13 - $242.4 $3.24K - $3.64K
3.26K $719M
ABT
Abbott Laboratories

Healthcare
-23
- 6.34%
$111.93 - $119.39 $2.57K - $2.75K
340 $38.5M
CAT
Caterpillar Inc

Industrials
-6
- 30.0%
$360.37 - $416.88 $2.16K - $2.5K
14 $5.08M
DHR
Danaher Corp

Healthcare
-6
- 23.08%
$226.16 - $274.52 $1.36K - $1.65K
20 $4.59M
NEE
Nextera Energy Inc

Utilities
-24
- 34.78%
$69.77 - $85.43 $1.67K - $2.05K
45 $3.23M
UNP
Union Pacific Corp

Industrials
-9
- 33.33%
$223.15 - $249.32 $2.01K - $2.24K
18 $4.11M
AMT
American Tower Corp

Real Estate
-6
- 23.08%
$179.4 - $232.01 $1.08K - $1.39K
20 $3.67M
SO
Southern CO

Utilities
-17
- 14.53%
$81.5 - $94.15 $1.39K - $1.6K
100 $8.23M
RTX
Raytheon Technologies Corp

Industrials
-16
- 18.82%
$114.45 - $127.21 $1.83K - $2.04K
69 $7.99M
MA
Mastercard Inc

Financial Services
-6
- 23.08%
$491.3 - $536.15 $2.95K - $3.22K
20 $10.6M
KMB
Kimberly Clark Corp

Consumer Defensive
-8
- 7.41%
$130.37 - $146.09 $1.04K - $1.17K
100 $13.1M
Ge Healthcare Technologies Inc Common Stock
-8
- 8.16%
N/A
90 $7.04M
COP
Conocophillips

Energy
-12
- 8.7%
$95.12 - $114.72 $1.14K - $1.38K
126 $12.5M
TGT
Target Corp

Consumer Defensive
-4
- 6.25%
$121.59 - $160.69 $486 - $643
60 $8.11M
LMT
Lockheed Martin Corp

Industrials
-2
- 22.22%
$479.66 - $614.62 $959 - $1.23K
7 $3.4M
AVGO
Broadcom Inc.

Technology
-55
- 29.73%
$159.67 - $250.0 $8.78K - $13.8K
130 $30.1M
Activity Summary
Buys All Purchases 84 New Holdings 33 Increased Positions 51 Sells All Sells 80 Reductions 70 Sold out 10 Options Calls 0 Puts 0
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