Dkm Wealth Management, Inc. Purchases in Q4 2024

Dkm Wealth Management, Inc.

  • $105 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TBLD
Thornburg Income Builder Opportunities Trust

ETFs
977K
New
$15.88 - $17.71 $15.5M - $17.3M
977K $15.9B
T Rowe Price ETF Inc
383K
New
N/A
383K $12.7B
SOR
Source Capital Inc

Financial Services
274K
New
$42.29 - $45.82 $11.6M - $12.6M
274K $11.9B
SYLD
Cambria Shareholder Yld ETF

ETFs
167K
New
$68.06 - $76.27 $11.4M - $12.8M
167K $11.4B
ITOT
Ishares Core S&P Total U.S. St

ETFs
48.8K
New
$124.26 - $134.12 $6.06M - $6.54M
48.8K $6.28B
IVV
Ishares Core S&P 500 ETF

ETFs
9.15K
New
$570.51 - $610.59 $5.22M - $5.59M
9.15K $5.39B
AAPL
Apple Inc.

Technology
21.3K
New
$221.69 - $259.02 $4.73M - $5.53M
21.3K $5.35B
VTI
Vanguard Total Stock Market Et

ETFs
14.8K
New
$280.04 - $302.45 $4.15M - $4.48M
14.8K $4.29B
QQQ
Invesco Qqq Trust, Series 1

ETFs
7.37K
New
$481.22 - $538.17 $3.55M - $3.97M
7.37K $3.77B
Tidal ETF Tr
177K
New
N/A
177K $3.54B
TLT
Ishares Barclays 20+ Year Trea

ETFs
22.5K
New
$87.1 - $98.49 $1.96M - $2.22M
22.5K $1.97B
IWM
Ishares Russell 2000 ETF

ETFs
8.13K
New
$216.13 - $242.4 $1.76M - $1.97M
8.13K $1.8B
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
142K
New
$11.12 - $11.98 $1.58M - $1.71M
142K $1.61B
AVUV
American Centy ETF Tr Avantis

ETFs
13.5K
New
$94.37 - $106.41 $1.28M - $1.44M
13.5K $1.31B
AMZN
Amazon Com Inc

Consumer Cyclical
5.1K
New
$180.88 - $232.93 $923K - $1.19M
5.1K $1.12B
SPY
Spdr S&P 500 ETF Trust

ETFs
1.71K
New
$567.81 - $607.81 $972K - $1.04M
1.71K $1B
VEA
Vanguard Ftse Developed Market

ETFs
17.2K
New
$47.57 - $52.44 $817K - $900K
17.2K $821M
LMT
Lockheed Martin Corp

Industrials
1.63K
New
$479.66 - $614.62 $780K - $999K
1.63K $790M
OEF
Ishares S&P 100 ETF

ETFs
2.56K
New
N/A
2.56K $738M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
13.1K
New
$52.1 - $57.26 $681K - $749K
13.1K $682M
NVDA
Nvidia Corp

Technology
4.47K
New
$117.0 - $148.88 $523K - $665K
4.47K $600M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.84K
New
$113.92 - $127.38 $551K - $617K
4.84K $558M
MSFT
Microsoft Corp

Technology
1.29K
New
$406.35 - $454.46 $526K - $588K
1.29K $545M
JOET
Virtus ETF Tr Ii Virtus Terran

ETFs
14.3K
New
$36.56 - $41.07 $524K - $588K
14.3K $541M
WFC
Wells Fargo & Company

Financial Services
7.57K
New
$54.98 - $77.35 $416K - $585K
7.57K $531M
T Rowe Price ETF Inc
16.1K
New
N/A
16.1K $518M
TSLA
Tesla, Inc.

Consumer Cyclical
1.25K
New
$213.65 - $479.86 $266K - $597K
1.25K $503M
VNQ
Vanguard Specialized Funds Van

ETFs
5.48K
New
$87.85 - $98.6 $481K - $540K
5.48K $488M
IEF
Ishares Barclays

ETFs
5.24K
New
$92.08 - $98.18 $482K - $514K
5.24K $484M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
17.7K
New
$26.93 - $84.95 $476K - $1.5M
17.7K $482M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
889
New
$521.84 - $558.82 $464K - $497K
889 $479M
GOOGL
Alphabet Inc.

Communication Services
2.14K
New
$161.86 - $196.66 $347K - $421K
2.14K $405M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
22.4K
New
$15.9 - $17.05 $356K - $382K
22.4K $373M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
740
New
$442.29 - $483.08 $327K - $357K
740 $336M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7.45K
New
$44.04 - $49.49 $328K - $369K
7.45K $328M
AINV
Apollo Investment Corp

Financial Services
23.5K
New
N/A
23.5K $317M
JOF
Japan Smaller Capitalization Fund Inc

Financial Services
34K
New
$7.5 - $8.25 $255K - $281K
34K $261M
TIP
Ishares Tr Tips Bd ETF

ETFs
2.41K
New
$106.33 - $110.69 $256K - $267K
2.41K $257M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
6.08K
New
$39.3 - $41.34 $239K - $251K
6.08K $239M
IEFA
Ishares Tr

ETFs
3.33K
New
$70.06 - $77.43 $233K - $258K
3.33K $234M
KEYS
Keysight Technologies, Inc.

Technology
1.45K
New
$149.01 - $172.53 $216K - $250K
1.45K $233M
RMT
Royce Micro Cap Trust, Inc.

Financial Services
23K
New
$9.32 - $10.4 $214K - $239K
23K $224M
CAT
Caterpillar Inc

Industrials
585
New
$360.37 - $416.88 $211K - $244K
585 $212M
IVE
Ishares S&P 500 Value ETF

ETFs
1.08K
New
$189.5 - $206.17 $204K - $222K
1.08K $205M
A
Agilent Technologies, Inc.

Healthcare
1.5K
New
$125.69 - $146.56 $188K - $220K
1.5K $201M
GLD
Spdr Gold Trust

ETFs
828
New
$236.59 - $257.5 $196K - $213K
828 $200M
RIO
Rio Tinto PLC

Basic Materials
3.4K
New
$58.59 - $71.15 $199K - $242K
3.4K $200M
NCA
Nuveen California Municipal Value Fund

Financial Services
18K
New
$8.37 - $9.19 $151K - $165K
18K $152M
WIW
Western Asset Inflation Linked Opportunities & Income Fund

Financial Services
12K
New
$8.21 - $8.88 $98.5K - $107K
12K $99.2M
Activity Summary
Buys All Purchases 52 New Holdings 52 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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