Dhk Financial Advisors, Inc. Portfolio Holdings

Dhk Financial Advisors, Inc.

  • $161 Million
  • Q3 2024

Dhk Financial Advisors, Inc. has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $161 Million distributed in 83 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 $32.8M, Vanguard Total World Stk Index with a value of $17.5M, Berkshire Hathaway Inc with a value of $17.3M, Spdr Gold Trust with a value of $6.48M, and Vaneck Morningstar Wide Moat E with a value of $5.17M.

Examining the 13F form we can see an increase of $19.2M in the current position value, from $142M to 161M.

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 $161 Million
ETFs: $98.6 Million
Financial Services: $50.9 Million
Technology: $6.44 Million
Consumer Cyclical: $2.49 Million
Communication Services: $1.12 Million
Consumer Defensive: $662,000
Industrials: $491,000
Basic Materials: $0
Other: $0

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$612B
$32.8 Million 20.34% of portfolio
71,234
Q3 2024 Added 0.11%
$424B
$17.3 Million 10.71% of portfolio
25
Q2 2024 New
$349B
$989,000 0.61% of portfolio
8,145
Q3 2024 Reduced 5.13%
$3.1T
$870,000 0.54% of portfolio
2,023
Q3 2024 Reduced 1.65%
$3.66T
$788,000 0.49% of portfolio
3,385
Q3 2024 Reduced 2.28%
$719B
$611,000 0.38% of portfolio
2,902
Q3 2024 Added 0.42%
$2.05T
$491,000 0.3% of portfolio
2,639
Q3 2024 Reduced 5.41%
$1.03T
$448,000 0.28% of portfolio
2,705
Q3 2024 Reduced 5.49%
$218B
$235,000 0.15% of portfolio
1,387
Q3 2024 Reduced 1.14%
$1.25T
$233,000 0.14% of portfolio
408
Q3 2024 Reduced 18.4%
$222B
$209,000 0.13% of portfolio
592
Q3 2024 New
$268B
$214,000 0.13% of portfolio
2,987
Q3 2024 New
$407B
$213,000 0.13% of portfolio
241
Q3 2024 New
$510B
$200,000 0.12% of portfolio
729
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 83
  • Current Value $161 Million
  • Prior Value $142 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 24, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 18 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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