Jdm Financial Group LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $197 Billion distributed in 300 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 $34.2B, Bny Mellon ETF Tr Us Large Cap with a value of $22.7B, Bondbloxx ETF Tr Bloomberg 6 M with a value of $17.7B, Spdr Ser Tr Fds Spdr Portfolio with a value of $14.7B, and Ishares Core S&P 500 ETF with a value of $13.7B.
Examining the 13F form we can see an increase of $4.64B in the current position value, from $192B to 197B.
Also it can be appreciated an additional of 13 stocks purchases and 2 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
$197 Billion
ETFs: $165 Billion
Technology: $6.24 Billion
Consumer Defensive: $2.11 Billion
Consumer Cyclical: $848 Million
Financial Services: $699 Million
Communication Services: $537 Million
Healthcare: $535 Million
Energy: $481 Million
Other: $873 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
