Jdm Financial Group LLC has filed its 13F form on May 08, 2024 for Q1 2024 where it was disclosed a total value porftolio of $137 Billion distributed in 213 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 $34.3B, Ishares Core S&P 500 ETF with a value of $16.9B, Spdr Ser Tr Fds Spdr Portfolio with a value of $10.2B, Vanguard Mid Cap ETF with a value of $8.44B, and Vanguard Small Cap ETF with a value of $8.15B.
Examining the 13F form we can see an increase of $16.6B in the current position value, from $121B to 137B.
Also it can be appreciated an additional of 6 stocks purchases and 1 closed positions.
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
$137 Billion
ETFs: $128 Billion
Technology: $5.14 Billion
Consumer Cyclical: $646 Million
Real Estate: $637 Million
Healthcare: $559 Million
Financial Services: $485 Million
Energy: $460 Million
Communication Services: $456 Million
Other: $591 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions