Jdm Financial Group LLC Portfolio Holdings

Jdm Financial Group LLC

  • $184 Billion
  • Q3 2024

Jdm Financial Group LLC has filed its 13F form on November 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $184 Billion distributed in 406 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $35.6B, Bny Mellon ETF Tr Us Large Cap with a value of $20B, Bondbloxx ETF Tr Bloomberg 6 M with a value of $14.5B, Ishares Core S&P 500 ETF with a value of $14.3B, and Spdr Ser Tr Fds Spdr Portfolio with a value of $12.6B.

Examining the 13F form we can see an increase of $35.9B in the current position value, from $148B to 184B.

Jdm Financial Group LLC is based out at Encino, CA

Below you can find more details about Jdm Financial Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $184 Billion
ETFs: $154 Billion
Technology: $6.95 Billion
Consumer Defensive: $1.91 Billion
Consumer Cyclical: $841 Million
Financial Services: $662 Million
Healthcare: $623 Million
Communication Services: $567 Million
Real Estate: $526 Million
Other: $958 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$35.6 Billion 19.34% of portfolio
67,404
Q3 2024 Reduced 9.24%
$0
$20 Billion 10.9% of portfolio
183,000
Q3 2024 Added 9,856.47%
$0
$14.3 Billion 7.77% of portfolio
24,772
Q3 2024 Reduced 23.23%
$0
$12.6 Billion 6.84% of portfolio
334,927
Q3 2024 Added 7.4%
$0
$10.3 Billion 5.62% of portfolio
39,183
Q3 2024 Added 10.56%
$0
$10.1 Billion 5.48% of portfolio
42,528
Q3 2024 Added 10.94%
$0
$6.48 Billion 3.52% of portfolio
156,997
Q3 2024 Added 19.95%
$0
$5.83 Billion 3.17% of portfolio
59,890
Q3 2024 Added 20.15%
$0
$5.64 Billion 3.07% of portfolio
9,831
Q3 2024 Reduced 13.25%
$0
$3.87 Billion 2.1% of portfolio
46,661
Q3 2024 Reduced 42.54%
$0
$3.37 Billion 1.83% of portfolio
49,906
Q3 2024 Reduced 34.61%
$0
$3.35 Billion 1.82% of portfolio
63,316
Q3 2024 Reduced 35.92%
$0
$3.06 Billion 1.66% of portfolio
57,947
Q3 2024 Reduced 6.9%
$0
$2.01 Billion 1.09% of portfolio
42,088
Q3 2024 Reduced 42.41%
$0
$1.95 Billion 1.06% of portfolio
80,387
Q3 2024 New
$0
$1.95 Billion 1.06% of portfolio
19,320
Q3 2024 New
$0
$1.15 Billion 0.63% of portfolio
2,356
Q3 2024 Reduced 3.36%
$0
$950 Million 0.52% of portfolio
4,728
Q3 2024 Added 12.54%
$0
$791 Million 0.43% of portfolio
21,447
Q2 2024 New
$0
$722 Million 0.39% of portfolio
3,270
Q3 2024 Reduced 20.17%
$0
$692 Million 0.38% of portfolio
12,053
Q3 2024 Reduced 34.01%
$0
$630 Million 0.34% of portfolio
1,490
Q3 2024 Reduced 0.93%
$0
$590 Million 0.32% of portfolio
7,056
Q3 2024 Reduced 1.6%
$0
$493 Million 0.27% of portfolio
10,749
Q3 2024 Reduced 7.83%
$0
$407 Million 0.22% of portfolio
714
Q3 2024 Added 3.63%
$0
$363 Million 0.2% of portfolio
1,607
Q1 2024 Added 83.24%
$0
$355 Million 0.19% of portfolio
5,239
Q3 2024 Reduced 39.41%
$0
$316 Million 0.17% of portfolio
2,015
Q3 2024 Reduced 34.85%
$0
$309 Million 0.17% of portfolio
6,793
Q3 2024 Reduced 11.54%
$0
$286 Million 0.16% of portfolio
744
Q4 2023 Reduced 18.33%
$0
$272 Million 0.15% of portfolio
12,313
Q3 2024 Reduced 5.64%
$0
$266 Million 0.14% of portfolio
12,778
Q3 2024 Reduced 7.67%
$0
$266 Million 0.14% of portfolio
13,255
Q3 2024 Reduced 7.39%
$0
$222 Million 0.12% of portfolio
6,290
Q3 2024 Reduced 19.26%
$0
$228 Million 0.12% of portfolio
1,309
Q3 2024 Reduced 7.16%
$0
$214 Million 0.12% of portfolio
1,433
Q3 2024 Added 5.68%
$0
$205 Million 0.11% of portfolio
3,752
Q3 2024 Reduced 23.52%
$0
$173 Million 0.09% of portfolio
964
Q3 2024 New
$0
$142 Million 0.08% of portfolio
377
Q2 2024 Added 0.27%
$0
$124 Million 0.07% of portfolio
1,300
Q4 2022 New
$0
$114 Million 0.06% of portfolio
685
Q3 2024 Reduced 34.7%
$0
$106 Million 0.06% of portfolio
1,695
Q2 2024 Added 61.43%
$0
$86.9 Million 0.05% of portfolio
307
Q4 2022 New
$0
$74.8 Million 0.04% of portfolio
3,227
Q3 2024 New
$0
$67.4 Million 0.04% of portfolio
1,640
Q1 2024 Added 156.25%
$0
$67 Million 0.04% of portfolio
194
Q1 2024 Added 21.25%
$0
$65.9 Million 0.04% of portfolio
2,258
Q3 2024 Reduced 20.3%
$0
$76.3 Million 0.04% of portfolio
652
Q3 2024 Reduced 10.32%
$0
$64.6 Million 0.04% of portfolio
980
Q4 2022 New

Summary

  • Portfolio
  • No. of Stocks 406
  • Current Value $184 Billion
  • Prior Value $148 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 198 stocks
  • Additional Purchases 82 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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