Dmkc Advisory Services, LLC Portfolio Holdings

Dmkc Advisory Services, LLC

  • $111 Billion
  • Q1 2025

Dmkc Advisory Services, LLC has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $111 Billion distributed in 55 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 $6.71B, Vanguard Health Care ETF with a value of $5.96B, Principal Financial Group Inc with a value of $5.04B, Vanguard Utilities ETF with a value of $4.77B, and Bank Of America Corp with a value of $4.53B.

Examining the 13F form we can see an increase of $770M in the current position value, from $110B to 111B.

Dmkc Advisory Services, LLC is based out at Des Moines, IA

Below you can find more details about Dmkc Advisory Services, LLC portfolio as well as his latest detailed transactions.

Portfolio value $111 Billion
ETFs: $29.1 Billion
Financial Services: $26 Billion
Industrials: $20.6 Billion
Consumer Defensive: $10.6 Billion
Energy: $8.46 Billion
Healthcare: $7.53 Billion
Consumer Cyclical: $4.05 Billion
Technology: $2.46 Billion
Other: $218 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$6.71 Billion 6.05% of portfolio
13,064
Q1 2025 Reduced 2.08%
$0
$5.96 Billion 5.37% of portfolio
22,507
Q1 2025 Added 3.58%
$17.5B
$5.04 Billion 4.54% of portfolio
59,752
Q1 2025 Reduced 1.64%
$0
$4.77 Billion 4.3% of portfolio
27,955
Q1 2025 Added 0.85%
$296B
$4.53 Billion 4.08% of portfolio
108,562
Q1 2025 Reduced 0.09%
$0
$4.26 Billion 3.84% of portfolio
152,475
Q1 2025 Added 6.34%
$243B
$4.07 Billion 3.66% of portfolio
56,664
Q1 2025 Reduced 0.03%
$69.7B
$4.06 Billion 3.66% of portfolio
27,634
Q1 2025 Reduced 0.74%
$56.2B
$3.72 Billion 3.35% of portfolio
88,108
Q1 2025 Added 1.08%
$672B
$2.63 Billion 2.37% of portfolio
10,729
Q1 2025 Reduced 1.02%
$0
$2.33 Billion 2.1% of portfolio
12,012
Q1 2025 Reduced 5.96%
$185B
$2.32 Billion 2.09% of portfolio
17,536
Q1 2025 Reduced 1.22%
$171B
$2.3 Billion 2.08% of portfolio
4,219
Q1 2025 Reduced 1.72%
$150B
$2.25 Billion 2.02% of portfolio
6,814
Q1 2025 Reduced 0.22%
$232B
$2.24 Billion 2.01% of portfolio
30,517
Q1 2025 Added 0.66%
$439B
$2.17 Billion 1.95% of portfolio
18,239
Q1 2025 Added 2.22%
$262B
$2.09 Billion 1.89% of portfolio
12,512
Q1 2025 Added 1.07%
$227B
$2.07 Billion 1.86% of portfolio
15,568
Q1 2025 Added 1.32%
$133B
$2.05 Billion 1.84% of portfolio
4,359
Q1 2025 Reduced 1.16%
Trust For Professional Manag
-
$2.04 Billion 1.84% of portfolio
-
Q1 2025 Added 8.26%
$57B
$1.97 Billion 1.77% of portfolio
17,940
Q1 2025 Added 0.29%
$393B
$1.96 Billion 1.76% of portfolio
11,472
Q1 2025 Added 1.55%
$173B
$1.96 Billion 1.76% of portfolio
30,267
Q1 2025 Added 4.1%
$47.3B
$1.92 Billion 1.73% of portfolio
13,527
Q1 2025 Added 0.93%
$0
$1.9 Billion 1.71% of portfolio
37,386
Q1 2025 Reduced 4.6%
$29.6B
$1.9 Billion 1.71% of portfolio
21,239
Q1 2025 Added 0.28%
$109B
$1.86 Billion 1.68% of portfolio
20,716
Q1 2025 Added 0.59%
$410B
$1.84 Billion 1.66% of portfolio
11,115
Q1 2025 Added 1.69%
$132B
$1.81 Billion 1.63% of portfolio
7,741
Q1 2025 Added 0.79%
$195B
$1.81 Billion 1.63% of portfolio
12,047
Q1 2025 Added 3.41%
$62.5B
$1.79 Billion 1.62% of portfolio
17,126
Q1 2025 Added 3.47%
$2.68T
$1.78 Billion 1.61% of portfolio
4,754
Q1 2025 Reduced 0.56%
$53.4B
$1.78 Billion 1.6% of portfolio
7,283
Q1 2025 Added 1.65%
$38.7B
$1.78 Billion 1.6% of portfolio
5,674
Q4 2024 New
$120B
$1.76 Billion 1.58% of portfolio
3,930
Q1 2025 Added 3.78%
$36.2B
$1.72 Billion 1.55% of portfolio
22,967
Q1 2025 Added 2.48%
$15.8B
$1.53 Billion 1.38% of portfolio
12,867
Q1 2025 New
$124B
$1.48 Billion 1.33% of portfolio
58,341
Q1 2025 Added 4.43%
$121B
$1.4 Billion 1.26% of portfolio
19,707
Q4 2024 New
$0
$1.14 Billion 1.03% of portfolio
4,153
Q1 2025 Added 10.45%
$43.2B
$1.12 Billion 1.01% of portfolio
10,696
Q1 2025 Added 3.6%
$0
$840 Million 0.76% of portfolio
3,786
Q1 2025 Added 1.94%
$0
$577 Million 0.52% of portfolio
8,225
Q1 2025 Added 47.75%
$50.6B
$520 Million 0.47% of portfolio
3,371
Q4 2024 New
$674B
$430 Million 0.39% of portfolio
808
Q1 2025 Reduced 18.63%
$16.8B
$434 Million 0.39% of portfolio
1,000
Q1 2025 Reduced 16.67%
$3.1T
$346 Million 0.31% of portfolio
1,556
Q1 2025 Reduced 82.51%
$241B
$326 Million 0.29% of portfolio
3,010
Q1 2025 Reduced 0.66%
$0
$300 Million 0.27% of portfolio
5,901
Q1 2025 Reduced 16.69%

Summary

  • Portfolio
  • No. of Stocks 55
  • Current Value $111 Billion
  • Prior Value $110 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 21, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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