Jdm Financial Group LLC Portfolio Holdings

Jdm Financial Group LLC

  • $148 Billion
  • Q2 2024

Jdm Financial Group LLC has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $148 Billion distributed in 222 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 $37.1B, Ishares Core S&P 500 ETF with a value of $17.7B, Spdr Ser Tr Fds Spdr Portfolio with a value of $10.9B, Vanguard Mid Cap ETF with a value of $8.58B, and Vanguard Small Cap ETF with a value of $8.36B.

Examining the 13F form we can see an increase of $10.9B in the current position value, from $137B to 148B.

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 $148 Billion
ETFs: $136 Billion
Technology: $6.35 Billion
Consumer Cyclical: $656 Million
Real Estate: $617 Million
Communication Services: $533 Million
Healthcare: $518 Million
Financial Services: $467 Million
Energy: $457 Million
Other: $614 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$98.1M
$37.5 Million 0.03% of portfolio
35,000
Q4 2022 New
$70.5M
$255,000 0.0% of portfolio
340
Q4 2022 New

Summary

  • Portfolio
  • No. of Stocks 222
  • Current Value $148 Billion
  • Prior Value $137 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 13, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 13 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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