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
LLY
Eli Lilly & CO

Healthcare
55
+ 0.91%
$525.19 - $619.13 $28.9K - $34.1K
6.09K $3.55M
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
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
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
6.21K
+ 21.83%
$32.26 - $35.46 $200K - $220K
34.7K $1.23M
IVW
Ishares S&P 500 Growth ETF

ETFs
2.28K
+ 14.98%
$65.78 - $75.4 $150K - $172K
17.5K $1.31M
RELX
Relx PLC

Communication Services
2.27K
+ 7.45%
$33.31 - $39.98 $75.4K - $90.6K
32.7K $1.3M
WM
Waste Management Inc

Industrials
66
+ 0.71%
$151.21 - $179.1 $9.98K - $11.8K
9.3K $1.67M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
1.39K
+ 3.01%
$44.98 - $51.04 $62.6K - $71K
47.6K $2.43M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
14.2K
+ 60.09%
$13.78 - $16.52 $195K - $234K
37.7K $602K
NXPI
Nxp Semiconductors N.V.

Technology
865
+ 56.57%
$170.18 - $232.93 $147K - $201K
2.39K $549K
IT
Gartner Inc

Technology
37
+ 1.75%
$325.76 - $466.05 $12.1K - $17.2K
2.15K $968K
POOL
Pool Corp

Industrials
187
+ 4.8%
$309.5 - $403.74 $57.9K - $75.5K
4.09K $1.63M
XLC
Select Sector Spdr Tr Communic

ETFs
2.82K
+ 62.09%
$63.09 - $73.1 $178K - $206K
7.36K $534K
UBS
Ubs Group Ag

Financial Services
1.68K
+ 5.92%
$23.36 - $31.19 $39.2K - $52.3K
30K $927K
KO
Coca Cola CO

Consumer Defensive
895
+ 1.5%
$52.38 - $59.93 $46.9K - $53.6K
60.5K $3.57M
MDT
Medtronic PLC

Healthcare
142
+ 0.27%
$69.43 - $83.43 $9.86K - $11.8K
53K $4.37M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
2.66K
+ 6.76%
$42.3 - $46.59 $112K - $124K
42K $1.95M
IEMG
Ishares Inc

ETFs
1.47K
+ 2.99%
$45.74 - $50.64 $67.2K - $74.4K
50.7K $2.56M
EDU
New Oriental Education & Technology Group Inc.

Consumer Defensive
793
+ 7.29%
$57.5 - $82.76 $45.6K - $65.6K
11.7K $855K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
239
+ 0.62%
$44.97 - $52.49 $10.7K - $12.5K
38.7K $2.02M
VGT
Vanguard Information Technolog

ETFs
282
+ 25.66%
$399.56 - $486.79 $113K - $137K
1.38K $668K
GGAL
Grupo Financiero Galicia Sa

Financial Services
8.22K
+ 49.8%
$11.07 - $18.2 $91K - $150K
24.7K $427K
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
1.96K
+ 3.29%
$81.79 - $85.15 $161K - $167K
61.7K $5.19M
PYPL
Pay Pal Holdings, Inc.

Financial Services
818
+ 1.51%
$50.39 - $63.08 $41.2K - $51.6K
55K $3.38M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.51K
+ 14.13%
$91.67 - $99.66 $138K - $150K
12.2K $1.21M
PAM
Pampa Energy Inc.

Utilities
767
+ 5.71%
$35.4 - $50.56 $27.2K - $38.8K
14.2K $702K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
133
+ 1.22%
$85.41 - $104.7 $11.4K - $13.9K
11.1K $1.15M
VBK
Vanguard Small Cap Growth ETF

ETFs
525
+ 20.69%
$196.36 - $245.46 $103K - $129K
3.06K $740K
AES
Aes Corp

Utilities
3.27K
+ 9.83%
$12.45 - $19.63 $40.6K - $64.1K
36.5K $702K
VOT
Vanguard Mid Cap Growth Index

ETFs
546
+ 18.13%
$180.9 - $221.2 $98.8K - $121K
3.56K $781K
FCX
Freeport Mcmoran Inc

Basic Materials
975
+ 3.42%
$33.24 - $43.2 $32.4K - $42.1K
29.4K $1.25M
IMCV
Ishares Morningstar Mid Cap Va

ETFs
490
+ 2.22%
$57.47 - $68.03 $28.2K - $33.3K
22.5K $1.52M
COO
Cooper Companies, Inc.

Healthcare
156
+ 7.2%
$306.88 - $380.0 $47.9K - $59.3K
2.32K $879K
MGK
Vanguard Mega Cap Growth ETF

ETFs
314
+ 9.86%
$218.97 - $260.54 $68.8K - $81.8K
3.5K $908K
VGLT
Vanguard Long Term Treasury Et

ETFs
942
+ 4.42%
$52.05 - $62.44 $49K - $58.8K
22.3K $1.37M
MRK
Merck & Co., Inc.

Healthcare
569
+ 2.82%
$100.18 - $109.02 $57K - $62K
20.8K $2.26M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
411
+ 1.92%
$84.12 - $95.33 $34.6K - $39.2K
21.8K $2.07M
ASX
Ase Technology Holding Co., Ltd.

Technology
7.03K
+ 11.69%
$7.36 - $9.45 $51.7K - $66.4K
67.1K $631K
ERJ
Embraer S.A.

Industrials
2.28K
+ 7.96%
$12.88 - $19.74 $29.4K - $45.1K
31K $571K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.32K
+ 32.38%
$91.06 - $104.51 $120K - $138K
5.4K $562K
VIRT
Virtu Financial, Inc.

Financial Services
2.48K
+ 6.02%
$17.04 - $20.74 $42.2K - $51.4K
43.6K $883K
PULS
Pgim ETF Tr

ETFs
3.58K
+ 8.15%
$49.25 - $49.6 $176K - $178K
47.5K $2.35M
ALLE
Allegion PLC

Industrials
313
+ 5.38%
$96.52 - $127.59 $30.2K - $39.9K
6.13K $776K
TDY
Teledyne Technologies Inc

Technology
231
+ 13.27%
$368.84 - $446.29 $85.2K - $103K
1.97K $880K
IFRA
Ishares Tr

ETFs
1.75K
+ 6.48%
$34.58 - $40.63 $60.4K - $71K
28.7K $1.16M
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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