Jdm Financial Group LLC Portfolio Holdings

Jdm Financial Group LLC

  • $192 Billion
  • Q4 2024

Jdm Financial Group LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $192 Billion distributed in 357 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 $36.5B, Bny Mellon ETF Tr Us Large Cap with a value of $21.5B, Bondbloxx ETF Tr Bloomberg 6 M with a value of $18.5B, Ishares Core S&P 500 ETF with a value of $14.5B, and Spdr Ser Tr Fds Spdr Portfolio with a value of $13.1B.

Examining the 13F form we can see an increase of $8.49B in the current position value, from $184B to 192B. Also it can be appreciated an additional of 33 stocks purchases and 10 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 $192 Billion
ETFs: $159 Billion
Technology: $7.2 Billion
Consumer Defensive: $2.15 Billion
Consumer Cyclical: $999 Million
Financial Services: $635 Million
Communication Services: $622 Million
Healthcare: $513 Million
Real Estate: $509 Million
Other: $868 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$36.5 Billion 18.97% of portfolio
67,750
Q4 2024 Added 0.51%
$0
$21.5 Billion 11.15% of portfolio
191,515
Q4 2024 Added 4.65%
-
$18.5 Billion 9.59% of portfolio
-
Q4 2024 Added 27.62%
$0
$14.5 Billion 7.55% of portfolio
24,666
Q4 2024 Reduced 0.43%
$0
$13.1 Billion 6.8% of portfolio
383,107
Q4 2024 Added 14.39%
$0
$10.3 Billion 5.35% of portfolio
38,971
Q4 2024 Reduced 0.54%
$0
$10.3 Billion 5.34% of portfolio
42,766
Q4 2024 Added 0.56%
$0
$7.03 Billion 3.65% of portfolio
183,168
Q4 2024 Added 16.67%
$0
$5.81 Billion 3.02% of portfolio
65,236
Q4 2024 Added 8.93%
$0
$5.8 Billion 3.01% of portfolio
9,896
Q4 2024 Added 0.66%
$3.97T
$5.09 Billion 2.64% of portfolio
20,313
Q4 2024 Reduced 2.82%
$0
$4.24 Billion 2.2% of portfolio
48,195
Q4 2024 Added 3.29%
$0
$3.42 Billion 1.78% of portfolio
49,622
Q4 2024 Reduced 0.57%
$0
$3.39 Billion 1.76% of portfolio
66,211
Q4 2024 Added 4.57%
$0
$2.74 Billion 1.42% of portfolio
57,284
Q4 2024 Reduced 1.14%
$0
$2.26 Billion 1.18% of portfolio
22,557
Q4 2024 Added 16.75%
$0
$1.81 Billion 0.94% of portfolio
41,112
Q4 2024 Reduced 2.32%
$0
$1.61 Billion 0.84% of portfolio
22,888
Q4 2024 Reduced 0.21%
$316B
$1.5 Billion 0.78% of portfolio
10,312
Q4 2024 Reduced 5.14%
$0
$1.34 Billion 0.7% of portfolio
55,756
Q4 2024 Reduced 30.64%
$0
$1.2 Billion 0.62% of portfolio
2,350
Q4 2024 Reduced 0.25%
Bondbloxx Irm Tax Aware Short Duration ETF
-
$1.2 Billion 0.62% of portfolio
-
Q4 2024 Reduced 2.6%
$0
$1.02 Billion 0.53% of portfolio
4,827
Q4 2024 Added 2.09%
$0
$1.02 Billion 0.53% of portfolio
20,331
Q4 2024 Added 12,296.95%
$0
$805 Million 0.42% of portfolio
21,447
Q2 2024 New
$0
$719 Million 0.37% of portfolio
3,255
Q4 2024 Reduced 0.46%
$0
$682 Million 0.35% of portfolio
13,054
Q4 2024 Added 8.3%
$0
$634 Million 0.33% of portfolio
1,490
Q3 2024 Reduced 0.93%
$0
$534 Million 0.28% of portfolio
7,056
Q3 2024 Reduced 1.6%
$0
$511 Million 0.27% of portfolio
2,870
Q4 2024 Added 197.72%
$2.17T
$465 Million 0.24% of portfolio
2,118
Q4 2024 Reduced 4.77%
$0
$450 Million 0.23% of portfolio
10,749
Q3 2024 Reduced 7.83%
$60.2B
$440 Million 0.23% of portfolio
2,555
Q4 2024 Reduced 4.16%
$1.05T
$401 Million 0.21% of portfolio
2,118
Q4 2024 Reduced 2.93%
$0
$407 Million 0.21% of portfolio
714
Q3 2024 Added 3.63%
$457B
$377 Million 0.2% of portfolio
3,506
Q4 2024 Reduced 1.3%
$0
$374 Million 0.19% of portfolio
1,607
Q1 2024 Added 83.24%
$0
$365 Million 0.19% of portfolio
15,759
Q4 2024 Added 200.8%
$650B
$350 Million 0.18% of portfolio
773
Q4 2024 Reduced 7.87%
$0
$305 Million 0.16% of portfolio
6,795
Q4 2024 Added 0.03%
$0
$305 Million 0.16% of portfolio
744
Q4 2023 Reduced 18.33%
$0
$279 Million 0.15% of portfolio
1,649
Q4 2024 Added 25.97%
$2.97T
$295 Million 0.15% of portfolio
699
Q4 2024 Reduced 10.84%
$956B
$256 Million 0.13% of portfolio
635
Q3 2024 New
$0
$227 Million 0.12% of portfolio
1,457
Q4 2024 Reduced 27.69%
$0
$226 Million 0.12% of portfolio
6,290
Q3 2024 Reduced 19.26%
$0
$222 Million 0.12% of portfolio
1,526
Q4 2024 Added 6.49%
$0
$205 Million 0.11% of portfolio
3,753
Q4 2024 Added 0.03%
$467B
$159 Million 0.08% of portfolio
173
Q4 2024 Reduced 3.35%

Summary

  • Portfolio
  • No. of Stocks 357
  • Current Value $192 Billion
  • Prior Value $184 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 33 stocks
  • Additional Purchases 51 stocks
  • Sold out of 10 stocks
  • Reduced holdings in 70 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.

Choose your preferred platform and Sign Up 👇 Telegram Email