Dfpg Investments, LLC Purchases in Q4 2023

Dfpg Investments, LLC

  • $1.29 Billion
  • Q4 2023
Stock Shares change Price Range Shares Held Trade History
GOOG
Alphabet Inc.

Communication Services
1.99K
+ 2.22%
$123.4 - $142.82 $245K - $284K
91.3K $12.9M
NKE
Nike, Inc.

Consumer Cyclical
5.7K
+ 15.69%
$94.56 - $122.64 $539K - $699K
42K $4.56M
OEF
Ishares S&P 100 ETF

ETFs
4.45K
+ 108.52%
$193.71 - $224.12 $861K - $996K
8.54K $1.91M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
15.1K
+ 9.31%
$42.6 - $46.25 $644K - $699K
177K $8.17M
CI
Cigna Corp

Healthcare
3.43K
+ 91.96%
$257.49 - $318.89 $883K - $1.09M
7.16K $2.14M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
10.8K
+ 219.59%
$100.05 - $100.73 $1.08M - $1.08M
15.6K $1.57M
TSLA
Tesla, Inc.

Consumer Cyclical
4.39K
+ 20.01%
$197.36 - $263.62 $867K - $1.16M
26.3K $6.54M
BIDU
Baidu, Inc.

Communication Services
8.75K
New
$104.97 - $134.76 $919K - $1.18M
8.75K $1.04M
ADBE
Adobe Inc.

Technology
336
+ 4.01%
$507.03 - $633.66 $170K - $213K
8.71K $5.2M
AXP
American Express CO

Financial Services
4.89K
New
$141.31 - $187.8 $691K - $919K
4.89K $916K
QUAL
Ishares Msci Usa Quality Facto

ETFs
3.14K
+ 12.07%
$127.66 - $147.99 $401K - $465K
29.2K $4.29M
EWBC
East West Bancorp Inc

Financial Services
12K
New
$50.09 - $72.86 $599K - $871K
12K $859K
IWM
Ishares Russell 2000 ETF

ETFs
3.73K
+ 92.11%
$162.21 - $204.82 $604K - $763K
7.77K $1.56M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
10K
New
$71.48 - $84.61 $716K - $847K
10K $844K
BX
Blackstone Inc.

Financial Services
1.11K
+ 3.79%
$89.61 - $133.13 $99.2K - $147K
30.3K $3.97M
VZ
Verizon Communications Inc

Communication Services
2.52K
+ 1.8%
$30.67 - $38.65 $77.3K - $97.5K
142K $5.37M
SOFI
So Fi Technologies, Inc.

Financial Services
24.9K
+ 8.4%
$6.62 - $10.32 $165K - $257K
322K $3.2M
TLT
Ishares Barclays 20+ Year Trea

ETFs
3.44K
+ 7.6%
$82.77 - $100.51 $285K - $346K
48.7K $4.82M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4.6K
+ 14.13%
$98.71 - $111.84 $454K - $514K
37.1K $4.14M
CRWD
Crowd Strike Holdings, Inc.

Technology
478
+ 6.51%
$162.03 - $260.08 $77.5K - $124K
7.82K $2M
EFV
Msci Eafe Value ETF

ETFs
9.87K
+ 14.16%
$46.57 - $52.25 $460K - $516K
79.6K $4.15M
MC
Moelis & CO

Financial Services
2K
+ 3.64%
$39.08 - $58.2 $78.3K - $117K
57K $3.2M
NI
Nisource Inc.

Utilities
26.9K
New
$23.18 - $27.03 $624K - $727K
26.9K $714K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
13.7K
New
$47.09 - $52.78 $646K - $724K
13.7K $713K
ACN
Accenture PLC

Technology
333
+ 2.46%
$290.04 - $354.45 $96.6K - $118K
13.9K $4.87M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
4.26K
+ 2.71%
$96.33 - $98.68 $410K - $420K
162K $15.9M
LQD
Ishares Iboxx $ Investment Gra

ETFs
5.13K
+ 39.46%
$98.28 - $111.36 $504K - $571K
18.1K $2.01M
ESS
Essex Property Trust, Inc.

Real Estate
854
+ 6.61%
$205.66 - $252.75 $176K - $216K
13.8K $3.42M
SQ
Block, Inc.

Technology
8.58K
New
$39.22 - $79.6 $336K - $683K
8.58K $663K
NVO
Novo Nordisk A S

Healthcare
3.06K
+ 11.7%
$87.78 - $105.45 $269K - $323K
29.2K $3.03M
PSA
Public Storage

Real Estate
1.88K
+ 119.17%
$237.99 - $307.8 $448K - $580K
3.47K $1.06M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
7.42K
+ 16.31%
$51.06 - $57.96 $379K - $430K
52.9K $3.07M
MCHI
Ishares Msci China ETF

ETFs
15.4K
New
$39.28 - $44.88 $606K - $692K
15.4K $628K
INTU
Intuit Inc

Technology
193
+ 4.38%
$479.45 - $629.12 $92.5K - $121K
4.6K $2.87M
IBM
International Business Machines Corp

Technology
357
+ 1.54%
$136.38 - $164.71 $48.7K - $58.8K
23.5K $3.85M
LOGI
Logitech International S.A.

Technology
6.27K
New
$68.35 - $95.06 $429K - $596K
6.27K $596K
AVUV
American Centy ETF Tr Avantis

ETFs
6.63K
New
$73.38 - $91.25 $486K - $605K
6.63K $594K
HUM
Humana Inc

Healthcare
1.38K
+ 83.26%
$451.42 - $524.21 $622K - $722K
3.03K $1.39M
FREL
Fidelity Covington Tr Msci Rea

ETFs
6.08K
+ 5.69%
$21.37 - $26.96 $130K - $164K
113K $3.01M
HRL
Hormel Foods Corp

Consumer Defensive
17.9K
New
$30.47 - $38.1 $544K - $680K
17.9K $573K
XES
Spdr Ser Tr Spdr S&P Oil & Gas

ETFs
6.62K
New
$78.42 - $95.59 $519K - $633K
6.62K $559K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
18K
+ 13.53%
$21.84 - $23.52 $393K - $423K
151K $3.53M
SPG
Simon Property Group Inc

Real Estate
3.8K
New
$103.37 - $146.58 $393K - $558K
3.8K $542K
XLRE
Select Sector Spdr Tr Real Est

ETFs
12.7K
+ 214.59%
$32.19 - $40.5 $408K - $513K
18.6K $743K
IP
International Paper CO

Consumer Cyclical
14.8K
New
$32.41 - $37.67 $480K - $557K
14.8K $534K
PARA
Paramount Global

Communication Services
34.9K
New
$10.7 - $16.85 $373K - $588K
34.9K $515K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.89K
+ 6.77%
$89.99 - $105.25 $170K - $199K
29.8K $3.13M
UNP
Union Pacific Corp

Industrials
100
+ 0.87%
$200.64 - $246.02 $20.1K - $24.6K
11.5K $2.83M
MCD
Mcdonalds Corp

Consumer Cyclical
259
+ 2.0%
$246.19 - $296.51 $63.8K - $76.8K
13.2K $3.91M
Activity Summary
Buys All Purchases 342 New Holdings 66 Increased Positions 276 Sells All Sells 256 Reductions 256 Sold out 0 Options Calls 0 Puts 1
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