Jdh Wealth Management, LLC Portfolio Holdings by Sector
Jdh Wealth Management, LLC
- $131 Billion
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
DFAC DFIV DFAT DFUV DFUS DFAS DFAU DFIC 31 stocks |
$109 Million
93.52% of portfolio
|
  18  
|
  11  
|
  3  
|
- |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA TSM AVGO 3 stocks |
$2.34 Million
2.0% of portfolio
|
  2  
|
  1  
|
  2  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.87 Million
1.6% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META GOOGL GOOG 3 stocks |
$844,285
0.72% of portfolio
|
  1  
|
  2  
|
  1  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$682,944
0.58% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$544,965
0.47% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$504,762
0.43% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$330,787
0.28% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$249,200
0.21% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
DHR 1 stocks |
$213,738
0.18% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|