Jdm Financial Group LLC Incresed Positions in Q3 2024

Jdm Financial Group LLC

  • $184 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
181K
+ 9856.47%
$98.24 - $109.56 $17.8M - $19.8M
183K $20B
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
285K
+ 10231.65%
N/A
288K $14.5B
VO
Vanguard Mid Cap ETF

ETFs
3.74K
+ 10.56%
$237.84 - $263.83 $890K - $987K
39.2K $10.3B
VB
Vanguard Small Cap ETF

ETFs
4.19K
+ 10.94%
$214.77 - $237.72 $901K - $997K
42.5K $10.1B
VNQ
Vanguard Specialized Funds Van

ETFs
10K
+ 20.15%
$82.97 - $98.97 $833K - $994K
59.9K $5.83B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
23.1K
+ 7.4%
$33.74 - $37.96 $779K - $876K
335K $12.6B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
26.1K
+ 19.95%
$36.02 - $41.68 $941K - $1.09M
157K $6.48B
AAPL
Apple Inc.

Technology
365
+ 1.78%
$207.23 - $234.82 $75.6K - $85.7K
20.9K $4.87B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
527
+ 12.54%
$178.94 - $207.0 $94.3K - $109K
4.73K $950M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
93
+ 12.47%
$405.19 - $478.57 $37.7K - $44.5K
839 $386M
ITA
Ishares Tr

ETFs
77
+ 5.68%
$131.58 - $149.64 $10.1K - $11.5K
1.43K $214M
JNJ
Johnson & Johnson

Healthcare
180
+ 63.83%
$145.48 - $167.38 $26.2K - $30.1K
462 $74.8M
MSFT
Microsoft Corp

Technology
84
+ 12.0%
$395.15 - $467.56 $33.2K - $39.3K
784 $337M
PG
Procter & Gamble CO

Consumer Defensive
104
+ 29.55%
$160.76 - $177.82 $16.7K - $18.5K
456 $79M
GILD
Gilead Sciences, Inc.

Healthcare
27
+ 2.29%
$66.59 - $83.99 $1.8K - $2.27K
1.21K $101M
ABT
Abbott Laboratories

Healthcare
123
+ 51.25%
$100.07 - $118.13 $12.3K - $14.5K
363 $41.4M
CVX
Chevron Corp

Energy
116
+ 46.96%
$137.88 - $161.97 $16K - $18.8K
363 $53.5M
DVY
Ishares Tr

ETFs
75
+ 33.33%
$119.99 - $135.74 $9K - $10.2K
300 $40.5M
XOM
Exxon Mobil Corp

Energy
46
+ 1.31%
$109.72 - $119.0 $5.05K - $5.47K
3.55K $416M
WMT
Walmart Inc.

Consumer Defensive
58
+ 9.68%
$66.91 - $81.4 $3.88K - $4.72K
657 $53.1M
SRE
Sempra Energy

Utilities
15
+ 1.07%
$74.97 - $84.04 $1.12K - $1.26K
1.42K $118M
COST
Costco Wholesale Corp

Consumer Defensive
6
+ 3.47%
$801.83 - $917.05 $4.81K - $5.5K
179 $159M
AVGO
Broadcom Inc.

Technology
172
+ 1323.08%
$136.27 - $1745.86 $23.4K - $300K
185 $31.9M
GE
General Electric CO

Industrials
14
+ 5.17%
$156.66 - $189.66 $2.19K - $2.66K
285 $53.8M
WM
Waste Management Inc

Industrials
50
+ 94.34%
$196.96 - $223.45 $9.85K - $11.2K
103 $21.4M
HD
Home Depot, Inc.

Consumer Cyclical
13
+ 16.88%
$333.64 - $405.2 $4.34K - $5.27K
90 $36.5M
EQIX
Equinix Inc

Real Estate
1
+ 1.52%
$749.0 - $890.01 $749 - $890
67 $59.5M
UNH
Unitedhealth Group Inc

Healthcare
11
+ 42.31%
$488.01 - $604.18 $5.37K - $6.65K
37 $21.6M
JPM
Jpmorgan Chase & CO

Financial Services
36
+ 124.14%
$194.9 - $224.8 $7.02K - $8.09K
65 $13.7M
LLY
Eli Lilly & CO

Healthcare
9
+ 60.0%
$772.14 - $960.02 $6.95K - $8.64K
24 $21.3M
Ge Vernova Inc Com
5
+ 7.46%
N/A
72 $18.4M
CVS
Cvs Health Corp

Healthcare
97
+ 107.78%
$55.81 - $63.18 $5.41K - $6.13K
187 $11.8M
KO
Coca Cola CO

Consumer Defensive
50
+ 22.94%
$62.69 - $73.01 $3.13K - $3.65K
268 $19.3M
V
Visa Inc.

Financial Services
12
+ 7.23%
$253.74 - $291.56 $3.04K - $3.5K
178 $48.9M
AMZN
Amazon Com Inc

Consumer Cyclical
106
+ 5.0%
$161.02 - $200.0 $17.1K - $21.2K
2.22K $414M
MCD
Mcdonalds Corp

Consumer Cyclical
11
+ 33.33%
$245.82 - $304.51 $2.7K - $3.35K
44 $13.4M
DIS
Walt Disney CO

Communication Services
53
+ 70.67%
$85.6 - $98.61 $4.54K - $5.23K
128 $12.3M
TXN
Texas Instruments Inc

Technology
12
+ 6.74%
$194.6 - $194.6 $2.34K - $2.34K
190 $39.2M
AMGN
Amgen Inc

Healthcare
6
+ 2.44%
$309.38 - $337.38 $1.86K - $2.02K
252 $81.2M
MA
Mastercard Inc

Financial Services
6
+ 30.0%
$429.6 - $500.99 $2.58K - $3.01K
26 $12.9M
PM
Philip Morris International Inc.

Consumer Defensive
20
+ 26.67%
$101.25 - $127.45 $2.03K - $2.55K
95 $11.5M
ISRG
Intuitive Surgical Inc

Healthcare
5
+ 17.24%
$416.14 - $494.01 $2.08K - $2.47K
34 $16.7M
IWD
Ishares Russell 1000 Val ETF

ETFs
1
+ 0.47%
$173.36 - $189.8 $173 - $190
215 $40.8M
RTX
Raytheon Technologies Corp

Industrials
16
+ 23.19%
$99.55 - $123.34 $1.59K - $1.97K
85 $10.3M
NFLX
Netflix Inc

Communication Services
4
+ 40.0%
$598.55 - $722.26 $2.39K - $2.89K
14 $9.93M
CAT
Caterpillar Inc

Industrials
6
+ 42.86%
$316.8 - $391.12 $1.9K - $2.35K
20 $7.82M
ETN
Eaton Corp PLC

Industrials
4
+ 4.0%
$272.52 - $333.02 $1.09K - $1.33K
104 $34.5M
ADP
Automatic Data Processing Inc

Industrials
7
+ 23.33%
$233.44 - $279.45 $1.63K - $1.96K
37 $10.2M
AMD
Advanced Micro Devices Inc

Technology
17
+ 19.1%
$128.67 - $183.96 $2.19K - $3.13K
106 $17.4M
Activity Summary
Buys All Purchases 280 New Holdings 198 Increased Positions 82 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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