Jdm Financial Group LLC has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $148 Billion distributed in 222 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $37.1B, Ishares Core S&P 500 ETF with a value of $17.7B, Spdr Ser Tr Fds Spdr Portfolio with a value of $10.9B, Vanguard Mid Cap ETF with a value of $8.58B, and Vanguard Small Cap ETF with a value of $8.36B.

Examining the 13F form we can see an increase of $10.9B in the current position value, from $137B to 148B.

Jdm Financial Group LLC is based out at Encino, CA

Below you can find more details about Jdm Financial Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $148 Billion
ETFs: $136 Billion
Technology: $6.35 Billion
Consumer Cyclical: $656 Million
Real Estate: $617 Million
Communication Services: $533 Million
Healthcare: $518 Million
Financial Services: $467 Million
Energy: $457 Million
Other: $614 Million

Stock Holdings Table ETFs Only

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

Summary

  • Portfolio
  • No. of Stocks 222
  • Current Value $148 Billion
  • Prior Value $137 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 13, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 13 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
Track This Portfolio

Track Jdm Financial Group LLC Portfolio

Follow Jdm Financial Group 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 Jdm Financial Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jdm Financial Group LLC with notifications on news.