Jdh Wealth Management, LLC Purchases and Sells in Q2 2025

Jdh Wealth Management, LLC

$131 Billion
Q2 2025

Top Buys

Incresed Positions

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAU	27.7K + 23.5%	$34.04 - $42.36 $944K - $1.17M	146K $6.17B
EA SERIES TRUST	56.3K + 18.84%	N/A	355K $7.23B
ITOT	9.25K + 384.86%	$108.12 - $135.04 $1M - $1.25M	11.7K $1.57B
DFUS	4.65K + 4.17%	$53.65 - $67.02 $250K - $312K	116K $7.8B
DFIC	12.5K + 7.09%	$24.94 - $31.15 $312K - $390K	189K $5.87B
DFUV	12.8K + 5.93%	$36.25 - $42.28 $462K - $539K	228K $9.63B

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAE	51.1K New	$22.87 - $28.95 $1.17M - $1.48M	51.1K $1.48B
DFSV	19.2K New	$24.21 - $29.47 $464K - $565K	19.2K $565M
TSM	1.09K New	$141.37 - $228.57 $155K - $250K	1.09K $248M
AVGO	810 New	$146.29 - $275.65 $118K - $223K	810 $223M
GOOG	1.24K New	$146.58 - $180.01 $181K - $223K	1.24K $219M
DIA	466 New	$376.48 - $440.65 $175K - $205K	466 $205M

Top Sells

Reduced Positions

19 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-1.77K - 16.25%	$172.42 - $223.89 $305K - $396K	9.12K $1.87B
DFEM	-30.1K - 24.97%	$23.4 - $29.68 $703K - $892K	90.3K $2.68B
DFNM	-7.01K - 48.28%	$46.77 - $47.89 $328K - $336K	7.51K $356M
VT	-619 - 27.72%	$103.16 - $128.52 $63.9K - $79.6K	1.61K $207M
DHR	-36 - 3.22%	$174.64 - $205.16 $6.29K - $7.39K	1.08K $214M
DFAR	-336 - 2.72%	$20.99 - $23.93 $7.05K - $8.04K	12K $282M

Activity Summary All Purchases 26 New Holdings 6 Increased Positions 20 All Sells 19 Reductions 19 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Jdh Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jdh Wealth Management, LLC with notifications on news.