Dkm Wealth Management, Inc. has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $105 Billion distributed in 52 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Thornburg Income Builder Opportunities Trust with a value of $15.9B, T Rowe Price ETF Inc with a value of $12.7B, Source Capital Inc with a value of $11.9B, Cambria Shareholder Yld ETF with a value of $11.4B, and Ishares Core S&P Total U.S. St with a value of $6.28B.

Examining the 13F form we can see an increase of $105B in the current position value.

Dkm Wealth Management, Inc. is based out at Stockton, CA

Below you can find more details about Dkm Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $105 Billion
ETFs: $60.3 Billion
Financial Services: $18.2 Billion
Technology: $6.72 Billion
Consumer Cyclical: $1.62 Billion
Industrials: $1 Billion
Communication Services: $405 Million
Healthcare: $231 Million
Basic Materials: $200 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 52
  • Current Value $105 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 12, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 52 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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