Dkm Wealth Management, Inc. Portfolio Holdings by Sector

Dkm Wealth Management, Inc.

$91.6 Billion
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs TBLD SYLD ITOT IVV QQQ IWM TLT SPY 23 stocks	$52.7 Million 73.71% of portfolio	7	7	-	-	0 Calls 0 Puts
Asset Management \| Financial Services NKX NAC AINV JOF RMT NCA WIW JQC 8 stocks	$5.4 Million 7.55% of portfolio	-	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$4.75 Million 6.64% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$3.98 Million 5.56% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$972,419 1.36% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials LMT 1 stocks	$726,385 1.02% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services WFC 1 stocks	$545,066 0.76% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$497,985 0.7% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$485,879 0.68% of portfolio	-	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$416,773 0.58% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$331,239 0.46% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$263,723 0.37% of portfolio	-	1	-	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology KEYS 1 stocks	$216,867 0.3% of portfolio	-	-	-	-	0 Calls 0 Puts
Other Industrial Metals & Mining \| Basic Materials RIO 1 stocks	$204,496 0.29% of portfolio	-	-	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare ABCL 1 stocks	$22,300 0.03% of portfolio	-	-	-	-	0 Calls 0 Puts

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