Dsg Capital Advisors, LLC has filed its 13F form on April 25, 2025 for Q1 2025 where it was disclosed a total value porftolio of $495 Billion distributed in 120 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $39.7B, Microsoft Corp with a value of $29.1B, Unitedhealth Group Inc with a value of $26.7B, Eli Lilly & CO with a value of $24.2B, and Broadcom Inc. with a value of $17.7B.

Examining the 13F form we can see an decrease of $56.9B in the current position value, from $552B to 495B.

Dsg Capital Advisors, LLC is based out at Edina, MN

Below you can find more details about Dsg Capital Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $495 Billion
Technology: $123 Billion
Financial Services: $82.5 Billion
ETFs: $81.1 Billion
Healthcare: $64.7 Billion
Consumer Defensive: $36.5 Billion
Communication Services: $34.2 Billion
Consumer Cyclical: $32.3 Billion
Industrials: $20.5 Billion
Other: $14.9 Billion

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 120
  • Current Value $495 Billion
  • Prior Value $552 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 25, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 49 stocks
Track This Portfolio

Track Dsg Capital Advisors, LLC Portfolio

Follow Dsg Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dsg Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dsg Capital Advisors, LLC with notifications on news.