Dhk Financial Advisors, Inc. Portfolio Holdings

Dhk Financial Advisors, Inc.

  • $180 Million
  • Q1 2025

Dhk Financial Advisors, Inc. has filed its 13F form on April 11, 2025 for Q1 2025 where it was disclosed a total value porftolio of $180 Million distributed in 90 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $37.5M, Berkshire Hathaway Inc with a value of $20M, Vanguard Total World Stk Index with a value of $14.1M, Spdr S&P 500 ETF Trust with a value of $10.4M, and Spdr Gold Trust with a value of $8.26M.

Examining the 13F form we can see an increase of $17.3M in the current position value, from $163M to 180M.

Dhk Financial Advisors, Inc. is based out at Portsmouth, NH

Below you can find more details about Dhk Financial Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $180 Million
ETFs: $110 Million
Financial Services: $58.8 Million
Technology: $4.67 Million
Consumer Cyclical: $2.8 Million
Communication Services: $1.44 Million
Industrials: $945,000
Energy: $462,000
Consumer Defensive: $428,000
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$683B
$37.5 Million 20.82% of portfolio
71,436
Q1 2025 Added 0.28%
$479B
$20 Million 11.08% of portfolio
25
Q2 2024 New
$0
$14.1 Million 7.84% of portfolio
121,964
Q1 2025 Reduced 13.72%
$0
$10.4 Million 5.76% of portfolio
18,566
Q1 2025 Added 91.86%
$99.4B
$8.26 Million 4.59% of portfolio
28,675
Q1 2025 Added 4.09%
$0
$6.27 Million 3.48% of portfolio
19,850
Q1 2025 Added 76.84%
$0
$3.26 Million 1.81% of portfolio
19,310
Q1 2025 Added 0.73%
$0
$2.92 Million 1.62% of portfolio
35,402
Q1 2025 Reduced 1.05%
$0
$2.77 Million 1.54% of portfolio
33,928
Q1 2025 Added 100.0%
$0
$2.75 Million 1.53% of portfolio
78,598
Q1 2025 Added 100.0%
$0
$2.74 Million 1.52% of portfolio
16,132
Q1 2025 Added 100.0%
$0
$2.7 Million 1.5% of portfolio
29,100
Q1 2025 Added 100.0%
$0
$2.67 Million 1.48% of portfolio
43,733
Q1 2025 Added 0.0%
$0
$2.58 Million 1.43% of portfolio
56,380
Q1 2025 Added 1.73%
$0
$2.56 Million 1.42% of portfolio
33,505
Q1 2025 New
$0
$2.44 Million 1.35% of portfolio
60,107
Q1 2025 Added 0.37%
$0
$2.02 Million 1.12% of portfolio
56,000
Q4 2024 New
$0
$1.98 Million 1.1% of portfolio
59,176
Q1 2025 Added 0.47%
$0
$1.95 Million 1.08% of portfolio
32,763
Q4 2024 Reduced 7.65%
$0
$1.69 Million 0.94% of portfolio
21,325
Q1 2025 Added 0.38%
$0
$1.67 Million 0.93% of portfolio
45,440
Q4 2024 Reduced 9.21%
$0
$1.68 Million 0.93% of portfolio
17,000
Q1 2025 Added 100.0%
$0
$1.63 Million 0.91% of portfolio
31,971
Q1 2025 Added 0.77%
$0
$1.54 Million 0.85% of portfolio
33,930
Q1 2025 Reduced 1.07%
$0
$1.52 Million 0.84% of portfolio
23,972
Q1 2025 Added 0.0%
$0
$1.52 Million 0.84% of portfolio
19,900
Q1 2025 Added 100.0%
$1.68B
$1.5 Million 0.83% of portfolio
24,362
Q4 2024 Reduced 10.96%
$0
$1.48 Million 0.82% of portfolio
3,159
Q4 2024 Added 0.29%
$0
$1.29 Million 0.71% of portfolio
23,690
Q1 2025 Added 0.83%
$0
$1.26 Million 0.7% of portfolio
10,051
Q1 2025 Added 0.44%
$0
$1.25 Million 0.69% of portfolio
22,931
Q4 2024 Added 1.89%
$0
$1.16 Million 0.64% of portfolio
17,102
Q4 2024 Reduced 6.82%
$0
$1.14 Million 0.63% of portfolio
26,694
Q4 2024 Reduced 9.44%
$0
$1.11 Million 0.62% of portfolio
10,501
Q1 2025 Added 0.63%
$0
$1.09 Million 0.61% of portfolio
25,224
Q1 2025 Reduced 0.38%
$0
$1.1 Million 0.61% of portfolio
21,600
Q1 2025 Added 100.0%
$9.92B
$1.04 Million 0.58% of portfolio
18,012
Q1 2025 Reduced 9.15%
$0
$960,000 0.53% of portfolio
4,794
Q1 2025 Added 0.02%
$0
$910,000 0.51% of portfolio
4,290
Q2 2023 New
$0
$888,000 0.49% of portfolio
16,568
Q1 2025 Added 135.01%
$270B
$815,000 0.45% of portfolio
7,524
Q1 2025 Reduced 6.24%
$0
$773,000 0.43% of portfolio
10,438
Q4 2024 New
$3.57T
$732,000 0.41% of portfolio
3,296
Q1 2025 Reduced 2.63%
$0
$734,000 0.41% of portfolio
8,031
Q1 2025 Added 0.2%
$2.8T
$716,000 0.4% of portfolio
1,908
Q1 2025 Reduced 5.73%
$0
$701,000 0.39% of portfolio
10,425
Q1 2025 New
$720B
$709,000 0.39% of portfolio
2,892
Q1 2025 Reduced 44.67%
$0
$686,000 0.38% of portfolio
14,100
Q1 2025 New
$0
$638,000 0.35% of portfolio
4,224
Q1 2025 Added 169.73%

Summary

  • Portfolio
  • No. of Stocks 90
  • Current Value $180 Million
  • Prior Value $163 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 11, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 11 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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