Dfpg Investments, LLC Incresed Positions in Q4 2023

Dfpg Investments, LLC

  • $1.29 Billion
  • Q4 2023
Stock Shares change Price Range Shares Held Trade History
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
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
ESS
Essex Property Trust, Inc.

Real Estate
854
+ 6.61%
$205.66 - $252.75 $176K - $216K
13.8K $3.42M
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
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
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
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
18K
+ 13.53%
$21.84 - $23.52 $393K - $423K
151K $3.53M
XLRE
Select Sector Spdr Tr Real Est

ETFs
12.7K
+ 214.59%
$32.19 - $40.5 $408K - $513K
18.6K $743K
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
EFG
Msci Eafe Growth ETF

ETFs
2.18K
+ 8.49%
$82.53 - $96.98 $180K - $211K
27.8K $2.7M
VTV
Vanguard Value ETF

ETFs
2.29K
+ 20.15%
$131.82 - $149.95 $302K - $344K
13.7K $2.04M
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
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.06K
+ 1.27%
$37.74 - $41.31 $77.6K - $85K
164K $6.73M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
995
+ 3.19%
$99.44 - $115.1 $98.9K - $115K
32.2K $3.7M
TFLO
Ishares Treasury Floating Rate

ETFs
7.63K
+ 18.08%
$50.37 - $50.75 $384K - $387K
49.8K $2.51M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
672
+ 1.18%
$70.56 - $78.63 $47.4K - $52.8K
57.5K $4.48M
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
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
IEFA
Ishares Tr

ETFs
3.16K
+ 21.86%
$61.3 - $70.47 $194K - $223K
17.6K $1.24M
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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