Jdm Financial Group LLC Sells in Q1 2025

Jdm Financial Group LLC

  • $197 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.15K
- 1.7%
$507.05 - $563.67 $583K - $648K
66.6K $34.2B
IVV
Ishares Core S&P 500 ETF

ETFs
-230
- 0.93%
$554.06 - $615.85 $127K - $142K
24.4K $13.7B
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
-15.5K
- 4.21%
N/A
352K $17.7B
AAPL
Apple Inc.

Technology
-496
- 2.44%
$209.68 - $247.1 $104K - $123K
19.8K $4.4B
SPY
Spdr S&P 500 ETF Trust

ETFs
-579
- 5.85%
$551.42 - $612.93 $319K - $355K
9.32K $5.21B
SPYG
Spdr Portfolio

ETFs
-461
- 0.96%
$80.05 - $92.39 $36.9K - $42.6K
47.7K $3.84B
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-11.7K
- 21.03%
N/A
44K $1.07B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.32K
- 2.66%
$64.88 - $72.1 $85.6K - $95.1K
48.3K $3.18B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-4.4K
- 21.66%
$50.39 - $50.66 $222K - $223K
15.9K $806M
EEM
Ishares Msci Emerging Markets

ETFs
-1.93K
- 17.91%
$40.81 - $45.34 $78.6K - $87.3K
8.82K $386M
SPMD
Spdr Portfolio

ETFs
-508
- 13.54%
$50.21 - $57.73 $25.5K - $29.3K
3.25K $166M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-25
- 3.5%
$522.96 - $601.18 $13.1K - $15K
689 $368M
VOOV
Vanguard S&P 500 Value ETF

ETFs
-209
- 72.07%
$179.71 - $192.06 $37.6K - $40.1K
81 $14.9M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-62
- 4.16%
$408.78 - $448.82 $25.3K - $27.8K
1.43K $600M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-133
- 1.96%
$40.03 - $46.81 $5.32K - $6.23K
6.66K $272M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-464
- 0.7%
$49.78 - $53.19 $23.1K - $24.7K
65.7K $3.36B
EQIX
Equinix Inc

Real Estate
-21
- 31.82%
$803.0 - $959.97 $16.9K - $20.2K
45 $36.7M
VTI
Vanguard Total Stock Market Et

ETFs
-69
- 20.18%
$271.18 - $303.12 $18.7K - $20.9K
273 $75M
SRE
Sempra Energy

Utilities
-15
- 1.06%
$67.85 - $87.67 $1.02K - $1.32K
1.4K $99.9M
AVUV
American Centy ETF Tr Avantis

ETFs
-196
- 53.12%
$84.95 - $100.62 $16.7K - $19.7K
173 $15.1M
HPQ
Hp Inc

Technology
-500
Closed
$27.69 - $34.72 $13.8K - $17.4K
0 $0
KMB
Kimberly Clark Corp

Consumer Defensive
-100
Closed
$124.46 - $147.4 $12.4K - $14.7K
0 $0
TECL
Direxion Daily Technology Bull

ETFs
-53
- 19.63%
$58.43 - $100.39 $3.1K - $5.32K
217 $12.7M
ETN
Eaton Corp PLC

Industrials
-4
- 3.85%
$271.83 - $371.23 $1.09K - $1.48K
100 $27.2M
ED
Consolidated Edison Inc

Utilities
-100
- 50.0%
$88.0 - $110.59 $8.8K - $11.1K
100 $11.1M
ABT
Abbott Laboratories

Healthcare
-100
- 29.41%
$111.1 - $140.22 $11.1K - $14K
240 $31.8M
JNJ
Johnson & Johnson

Healthcare
-86
- 19.91%
$142.06 - $167.7 $12.2K - $14.4K
346 $57.3M
SNPS
Synopsys Inc

Technology
-7
- 29.17%
$428.58 - $551.54 $3K - $3.86K
17 $7.29M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-121
- 48.02%
$33.57 - $37.22 $4.06K - $4.5K
131 $4.7M
KO
Coca Cola CO

Consumer Defensive
-73
- 33.49%
$60.81 - $72.32 $4.44K - $5.28K
145 $10.4M
JHMM
John Hancock Multifactor Mid C

ETFs
-39
- 15.48%
$55.69 - $63.12 $2.17K - $2.46K
213 $12.2M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-45
- 21.63%
$58.01 - $64.46 $2.61K - $2.9K
163 $10.1M
C
Citigroup Inc

Financial Services
-30
- 44.12%
$67.23 - $84.63 $2.02K - $2.54K
38 $2.7M
F
Ford Motor CO

Consumer Cyclical
-200
- 71.43%
$9.12 - $10.43 $1.82K - $2.09K
80 $802K
CVS
Cvs Health Corp

Healthcare
-80
- 47.06%
$44.22 - $68.64 $3.54K - $5.49K
90 $6.1M
Avantis Emerging Markets Ex China Equity ETF
-5
- 1.5%
N/A
329 $16M
AVDV
American Centy ETF Tr Avantis

ETFs
-18
- 4.01%
$63.74 - $71.96 $1.15K - $1.3K
431 $30.1M
VTV
Vanguard Value ETF

ETFs
-14
- 0.85%
$167.73 - $179.21 $2.35K - $2.51K
1.64K $282M
ITA
Ishares Tr

ETFs
-34
- 2.23%
$144.84 - $159.5 $4.92K - $5.42K
1.49K $228M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-375
- 5.31%
$74.85 - $84.89 $28.1K - $31.8K
6.68K $546M
IEMG
Ishares Inc

ETFs
-180
- 1.38%
N/A
12.9K $695M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-126
- 0.31%
$42.5 - $46.71 $5.36K - $5.89K
41K $1.86B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-31
- 4.01%
$442.66 - $534.52 $13.7K - $16.6K
742 $395M
IEFA
Ishares Tr

ETFs
-239
- 1.04%
$69.57 - $78.65 $16.6K - $18.8K
22.6K $1.71B
VEA
Vanguard Ftse Developed Market

ETFs
-786
- 1.37%
$47.4 - $52.99 $37.3K - $41.7K
56.5K $2.87B
Activity Summary
Buys All Purchases 47 New Holdings 13 Increased Positions 34 Sells All Sells 46 Reductions 44 Sold out 2 Options Calls 0 Puts 0
Track This Portfolio

Track Jdm Financial Group LLC Portfolio

Follow Jdm Financial Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jdm Financial Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jdm Financial Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email