Dfpg Investments, LLC Purchases in Q4 2023

Dfpg Investments, LLC

  • $1.29 Billion
  • Q4 2023
Stock Shares change Price Range Shares Held Trade History
E
Eni Spa

Energy
14.5K
New
$30.4 - $34.19 $442K - $497K
14.5K $494K
EFG
Msci Eafe Growth ETF

ETFs
2.18K
+ 8.49%
$82.53 - $96.98 $180K - $211K
27.8K $2.7M
VIV
Telefonica Brasil S.A.

Communication Services
43.7K
New
$8.53 - $11.08 $373K - $485K
43.7K $478K
VTV
Vanguard Value ETF

ETFs
2.29K
+ 20.15%
$131.82 - $149.95 $302K - $344K
13.7K $2.04M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
48.2K
New
$9.05 - $10.15 $436K - $489K
48.2K $466K
MA
Mastercard Inc

Financial Services
311
+ 3.06%
$364.08 - $426.51 $113K - $133K
10.5K $4.46M
IYW
Ishares Dj Us Tech ETF

ETFs
1.69K
+ 12.78%
$101.31 - $123.31 $171K - $208K
14.9K $1.83M
XLK
Technology Sector Spdr

ETFs
1.25K
+ 17.92%
$160.19 - $193.07 $200K - $241K
8.22K $1.58M
INTC
Intel Corp

Technology
645
+ 2.35%
$32.52 - $50.76 $21K - $32.7K
28.1K $1.41M
ISRG
Intuitive Surgical Inc

Healthcare
448
+ 7.17%
$258.49 - $338.39 $116K - $152K
6.69K $2.26M
ATO
Atmos Energy Corp

Utilities
1.64K
+ 6.78%
$102.76 - $116.85 $169K - $192K
25.8K $3M
SAP
Sap Se

Technology
1.26K
+ 15.01%
$127.61 - $160.16 $161K - $202K
9.69K $1.5M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
5.05K
+ 22.07%
$47.86 - $55.5 $242K - $280K
27.9K $1.55M
HYG
Ishares Tr

ETFs
4.87K
+ 83.3%
$71.78 - $77.94 $350K - $380K
10.7K $830K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
995
+ 3.19%
$99.44 - $115.1 $98.9K - $115K
32.2K $3.7M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.06K
+ 1.27%
$37.74 - $41.31 $77.6K - $85K
164K $6.73M
VDE
Vanguard Energy ETF

ETFs
3.3K
New
$113.37 - $128.78 $374K - $425K
3.3K $387K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
672
+ 1.18%
$70.56 - $78.63 $47.4K - $52.8K
57.5K $4.48M
TFLO
Ishares Treasury Floating Rate

ETFs
7.63K
+ 18.08%
$50.37 - $50.75 $384K - $387K
49.8K $2.51M
VDC
Vanguard Consumer Staples ETF

ETFs
1.93K
New
$175.13 - $191.99 $337K - $370K
1.93K $367K
MCHP
Microchip Technology Inc

Technology
2.14K
+ 15.0%
$70.66 - $92.96 $151K - $198K
16.4K $1.48M
MBB
Ishares Tr

ETFs
2.08K
+ 6.59%
$85.82 - $94.55 $178K - $196K
33.6K $3.16M
SDS
Proshares Tr Ultrashort S&P 50

ETFs
12K
New
$29.73 - $40.47 $356K - $485K
12K $358K
MGV
Vanguard Mega Cap Value

ETFs
2.55K
+ 38.57%
$97.07 - $109.74 $248K - $280K
9.16K $1M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
3.31K
+ 6.56%
$46.72 - $51.48 $155K - $170K
53.8K $2.76M
UNH
Unitedhealth Group Inc

Healthcare
180
+ 1.72%
$509.47 - $552.97 $91.7K - $99.5K
10.7K $5.61M
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.78K
+ 10.1%
$70.08 - $83.37 $125K - $148K
19.4K $1.61M
XLF
Financial Sector Spdr

ETFs
6.54K
+ 35.94%
$31.45 - $37.72 $206K - $247K
24.7K $930K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
4.33K
+ 29.24%
$48.29 - $56.08 $209K - $243K
19.1K $1.07M
KLAC
Kla Corp

Technology
435
+ 75.92%
$451.84 - $591.47 $197K - $257K
1.01K $585K
YPF
Ypf Sociedad Anonima

Energy
3.92K
+ 7.78%
$9.93 - $17.7 $38.9K - $69.3K
54.3K $932K
LEN
Lennar Corp

Consumer Cyclical
2.12K
New
$103.07 - $154.81 $218K - $328K
2.12K $315K
IEFA
Ishares Tr

ETFs
3.16K
+ 21.86%
$61.3 - $70.47 $194K - $223K
17.6K $1.24M
LLY
Eli Lilly & CO

Healthcare
55
+ 0.91%
$525.19 - $619.13 $28.9K - $34.1K
6.09K $3.55M
NVT
N Vent Electric PLC

Industrials
5.09K
New
$45.88 - $59.29 $233K - $301K
5.09K $300K
EW
Edwards Lifesciences Corp

Healthcare
1.74K
+ 7.47%
$61.71 - $77.76 $107K - $135K
25K $1.91M
VUG
Vanguard Growth ETF

ETFs
178
+ 2.87%
$261.54 - $312.16 $46.6K - $55.6K
6.38K $1.98M
KHC
Kraft Heinz CO

Consumer Defensive
7.92K
New
$30.81 - $37.66 $244K - $298K
7.92K $292K
EMB
Ishares Tr

ETFs
2.65K
+ 34.13%
$79.71 - $89.68 $211K - $237K
10.4K $926K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.45K
+ 89.92%
$66.9 - $76.32 $231K - $263K
7.29K $555K
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.75K
+ 34.55%
$51.51 - $55.33 $245K - $263K
18.5K $1.02M
ABBV
Abb Vie Inc.

Healthcare
629
+ 2.06%
$137.6 - $154.97 $86.6K - $97.5K
31.2K $4.84M
IVW
Ishares S&P 500 Growth ETF

ETFs
2.28K
+ 14.98%
$65.78 - $75.4 $150K - $172K
17.5K $1.31M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
6.21K
+ 21.83%
$32.26 - $35.46 $200K - $220K
34.7K $1.23M
RELX
Relx PLC

Communication Services
2.27K
+ 7.45%
$33.31 - $39.98 $75.4K - $90.6K
32.7K $1.3M
AZEK
Azek CO Inc.

Industrials
7.07K
New
$25.18 - $38.65 $178K - $273K
7.07K $270K
XLY
Select Sector Spdr Consumer Di

ETFs
1.23K
+ 52.01%
$148.04 - $181.41 $182K - $223K
3.6K $642K
PODD
Insulet Corp

Healthcare
1.21K
New
$127.77 - $221.42 $154K - $267K
1.21K $261K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2.4K
New
$93.11 - $109.52 $223K - $263K
2.4K $259K
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
Track This Portfolio

Track Dfpg Investments, LLC Portfolio

Follow Dfpg Investments, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Dfpg Investments, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email