Dowling & Yahnke LLC Portfolio Holdings
Dowling & Yahnke LLC
- $215 Million
- Q3 2022
Dowling & Yahnke LLC has filed its 13F form on November 02, 2022 for Q3 2022 where it was disclosed a total value porftolio of $215 Million distributed in 373 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Short with a value of $108M, Vanguard Mun Bd Fds Tax Exempt with a value of $83M, Apple Inc. with a value of $70.9M, Reliance Steel & Aluminum CO with a value of $65.9M, and Vanguard Bd Index Fd Inc Total with a value of $57.6M.
Examining the 13F form we can see an decrease of $1.91B in the current position value, from $2.13B to 215M.
Dowling & Yahnke LLC is based out at San Diego, CA
Below you can find more details about Dowling & Yahnke LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 373
- Current Value $215 Million
- Prior Value $2.13 Billion
- Filing
- Period Q3 2022
- Filing Date November 02, 2022
- Form Type 13F-HR
- Activity in Q3 2022
- New Purchases 13 stocks
- Additional Purchases 179 stocks
- Sold out of 0 stocks
- Reduced holdings in 138 stocks