Dbk Financial Counsel, LLC has filed its 13F form on April 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $93.7 Million distributed in 49 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg 1 3 Month T Bil with a value of $13.2M, Vanguard Ftse Developed Market with a value of $8.45M, Spdr S&P 500 ETF Trust with a value of $6.48M, Vanguard Bd Index Fd Inc Short with a value of $5.47M, and Invesco Qqq Trust, Series 1 with a value of $4.82M.

Examining the 13F form we can see an increase of $7.21M in the current position value, from $86.5M to 93.7M.

Below you can find more details about Dbk Financial Counsel, LLC portfolio as well as his latest detailed transactions.

Portfolio value $93.7 Million
ETFs: $87.8 Million
Technology: $2.9 Million
Basic Materials: $299,000
Consumer Defensive: $245,000

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 49
  • Current Value $93.7 Million
  • Prior Value $86.5 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 15, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 5 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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