Ddfg, Inc Portfolio Holdings

Ddfg, Inc

  • $346 Billion
  • Q4 2024

Ddfg, Inc has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $346 Billion distributed in 78 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Barclays 3 7 Yr Treas with a value of $39.8B, Ishares Core S&P U.S Growth Et with a value of $37.5B, Ishares Core Msci Intl Develop with a value of $26.5B, Ishares Core S&P U.S. Value Et with a value of $22.3B, and Ishares S&P 500 Value ETF with a value of $22.1B.

Examining the 13F form we can see an decrease of $3.52B in the current position value, from $350B to 346B.

Ddfg, Inc is based out at Thousand Oaks, CA

Below you can find more details about Ddfg, Inc portfolio as well as his latest detailed transactions.

Portfolio value $346 Billion
ETFs: $321 Billion
Technology: $10.2 Billion
Energy: $3.19 Billion
Financial Services: $3 Billion
Consumer Defensive: $2.53 Billion
Healthcare: $2.36 Billion
Communication Services: $1.85 Billion
Consumer Cyclical: $1.02 Billion
Other: $1.55 Billion

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 78
  • Current Value $346 Billion
  • Prior Value $350 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 06, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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