Jdm Financial Group LLC Reduced Holdings in Q3 2024

Jdm Financial Group LLC

  • $184 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-7.5K
- 23.23%
$520.18 - $576.82 $3.9M - $4.32M
24.8K $14.3B
SPYG
Spdr Portfolio

ETFs
-34.6K
- 42.54%
$73.38 - $84.1 $2.54M - $2.91M
46.7K $3.87B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-6.86K
- 9.24%
$475.2 - $527.7 $3.26M - $3.62M
67.4K $35.6B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-26.4K
- 34.61%
$60.84 - $67.51 $1.61M - $1.78M
49.9K $3.37B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-35.5K
- 35.92%
$48.51 - $52.86 $1.72M - $1.88M
63.3K $3.35B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-31K
- 42.41%
$41.9 - $48.26 $1.3M - $1.5M
42.1K $2.01B
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.5K
- 13.25%
$517.38 - $573.86 $777K - $862K
9.83K $5.64B
IEMG
Ishares Inc

ETFs
-6.21K
- 34.01%
$53.64 - $53.64 $333K - $333K
12.1K $692M
IEFA
Ishares Tr

ETFs
-5.14K
- 18.32%
$70.09 - $78.74 $360K - $405K
22.9K $1.79B
SCHX
Schwab Strategic Tr Us Large C

ETFs
-3.41K
- 39.41%
$61.11 - $67.85 $208K - $231K
5.24K $355M
URTH
Ishares Msci World ETF

ETFs
-1.08K
- 34.85%
$140.68 - $156.99 $152K - $169K
2.02K $316M
SPG
Simon Property Group Inc

Real Estate
-1.05K
- 28.2%
$146.09 - $170.11 $153K - $178K
2.67K $451M
IWM
Ishares Russell 2000 ETF

ETFs
-826
- 20.17%
$200.87 - $224.6 $166K - $186K
3.27K $722M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-861
- 48.13%
$60.13 - $68.17 $51.8K - $58.7K
928 $62.8M
VBK
Vanguard Small Cap Growth ETF

ETFs
-195
- 64.36%
$240.48 - $267.94 $46.9K - $52.2K
108 $28.9M
SPMD
Spdr Portfolio

ETFs
-1.15K
- 23.52%
$50.29 - $54.92 $58K - $63.4K
3.75K $205M
VBR
Vanguard Small Cap Value ETF

ETFs
-265
- 65.43%
$179.99 - $201.6 $47.7K - $53.4K
140 $28.1M
IWN
Ishares Russell2000 Val ETF

ETFs
-364
- 34.7%
$150.05 - $171.34 $54.6K - $62.4K
685 $114M
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-1.5K
- 19.26%
$33.3 - $35.24 $49.9K - $52.9K
6.29K $222M
NVDA
Nvidia Corp

Technology
-130
- 1.18%
$98.91 - $134.91 $12.9K - $17.5K
10.9K $1.43B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-459
- 73.79%
$58.03 - $65.37 $26.6K - $30K
163 $10.6M
OEF
Ishares S&P 100 ETF

ETFs
-85
- 45.95%
$266.03 - $266.03 $22.6K - $22.6K
100 $27.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-82
- 3.36%
$434.77 - $502.96 $35.7K - $41.2K
2.36K $1.15B
VEA
Vanguard Ftse Developed Market

ETFs
-4.29K
- 6.9%
$47.6 - $53.31 $204K - $229K
57.9K $3.06B
BA
Boeing CO

Industrials
-19
- 5.14%
$152.04 - $190.6 $2.89K - $3.62K
351 $53.4M
IBTL
Ishares Tr Ibonds Dec 2031 Ter

ETFs
-1.06K
- 7.67%
$19.77 - $20.99 $21K - $22.3K
12.8K $266M
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
-1.06K
- 7.39%
$19.11 - $20.18 $20.2K - $21.3K
13.3K $266M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-886
- 11.54%
$41.02 - $46.01 $36.3K - $40.8K
6.79K $309M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-575
- 20.3%
$25.45 - $29.53 $14.6K - $17K
2.26K $65.9M
Bondbloxx Irm Tax Aware Short Duration ETF
-496
- 1.99%
N/A
24.4K $1.24B
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
-736
- 5.64%
$21.22 - $22.22 $15.6K - $16.4K
12.3K $272M
EEM
Ishares Msci Emerging Markets

ETFs
-913
- 7.83%
$40.42 - $46.7 $36.9K - $42.6K
10.7K $493M
NOC
Northrop Grumman Corp

Industrials
-8
- 44.44%
$423.73 - $533.14 $3.39K - $4.27K
10 $5.28M
EWH
Ishares Msci Hong Kong ETF

ETFs
-222
- 28.76%
$14.94 - $18.73 $3.32K - $4.16K
550 $10.3M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-75
- 10.32%
$105.53 - $118.34 $7.91K - $8.88K
652 $76.3M
VTV
Vanguard Value ETF

ETFs
-101
- 7.16%
$159.75 - $174.57 $16.1K - $17.6K
1.31K $228M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-115
- 1.6%
$75.32 - $84.37 $8.66K - $9.7K
7.06K $590M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-14
- 0.93%
$386.81 - $423.12 $5.42K - $5.92K
1.49K $630M
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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