Dfpg Investments, LLC Portfolio Holdings
Dfpg Investments, LLC
- $1.29 Billion
- Q4 2023
Dfpg Investments, LLC has filed its 13F form on January 09, 2024 for Q4 2023 where it was disclosed a total value porftolio of $1.29 Billion distributed in 621 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $53.3M, Nvidia Corp with a value of $40.2M, Amazon Com Inc with a value of $30.5M, Microsoft Corp with a value of $30.3M, and Ishares Msci India Index Fund with a value of $23.4M.
Examining the 13F form we can see an increase of $228M in the current position value, from $1.06B to 1.29B.
Below you can find more details about Dfpg Investments, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.29 Billion
ETFs: $529 Million
Technology: $244 Million
Financial Services: $108 Million
Healthcare: $84.6 Million
Consumer Cyclical: $75.9 Million
Communication Services: $65.2 Million
Consumer Defensive: $51 Million
Energy: $50.4 Million
Other: $78.7 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 621
- Current Value $1.29 Billion
- Prior Value $1.06 Billion
- Filing
- Period Q4 2023
- Filing Date January 09, 2024
- Form Type 13F-HR
- Activity in Q4 2023
- New Purchases 66 stocks
- Additional Purchases 276 stocks
- Sold out of 0 stocks
- Reduced holdings in 256 stocks