Jdh Wealth Management, LLC Portfolio Holdings

Jdh Wealth Management, LLC

  • $114 Billion
  • Q4 2024

Jdh Wealth Management, LLC has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $114 Billion distributed in 46 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $18.9B, Dimensional ETF Tr U S Target with a value of $13.6B, Dimensional ETF Tr with a value of $10.9B, Dimensional ETF Tr Us Marketwi with a value of $8.64B, and Dimensional ETF Tr U S Equity with a value of $7.12B.

Examining the 13F form we can see an increase of $114B in the current position value.

Jdh Wealth Management, LLC is based out at Santa Rosa, CA

Below you can find more details about Jdh Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $114 Billion
ETFs: $93.7 Billion
Technology: $5.19 Billion
Consumer Cyclical: $1.3 Billion
Communication Services: $834 Million
Energy: $571 Million
Healthcare: $304 Million
Financial Services: $271 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.59T
$2.62 Billion 2.3% of portfolio
10,478
Q4 2024 New
$367B
$1.74 Billion 1.52% of portfolio
12,926
Q4 2024 New
$3.33T
$611 Million 0.54% of portfolio
1,449
Q4 2024 New
$2.4T
$615 Million 0.54% of portfolio
2,805
Q4 2024 New
$1.3T
$585 Million 0.51% of portfolio
1,449
Q4 2024 New
$459B
$571 Million 0.5% of portfolio
5,310
Q4 2024 New
$1.43T
$304 Million 0.27% of portfolio
519
Q4 2024 New
$1.18T
$299 Million 0.26% of portfolio
1,578
Q4 2024 New
$780B
$271 Million 0.24% of portfolio
1,129
Q4 2024 New
$1.21T
$231 Million 0.2% of portfolio
1,214
Q4 2024 New
$1.16T
$216 Million 0.19% of portfolio
1,093
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 46
  • Current Value $114 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 22, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 46 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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