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