Jdm Financial Group LLC Purchases in Q4 2024

Jdm Financial Group LLC

  • $192 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
44
+ 88.0%
$71.75 - $75.11 $3.16K - $3.3K
94 $6.78M
IAU
Ishares Gold Trust

ETFs
55
New
$48.37 - $52.65 $2.66K - $2.9K
55 $2.72M
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
127
New
$20.68 - $23.73 $2.63K - $3.01K
127 $2.65M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
25
New
$96.64 - $101.23 $2.42K - $2.53K
25 $2.42M
FIS
Fidelity National Information Services, Inc.

Technology
30
New
$80.14 - $90.95 $2.4K - $2.73K
30 $2.42M
Arista Networks Inc Com Shs
16
New
N/A
16 $1.77M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
45
+ 27.61%
$58.88 - $64.8 $2.65K - $2.92K
208 $12.2M
BNDX
Vanguard Total International B

ETFs
27
New
$48.91 - $50.61 $1.32K - $1.37K
27 $1.34M
SCHG
Schwab Strategic Tr Us Large C

ETFs
384
+ 300.0%
$25.93 - $105.3 $9.96K - $40.4K
512 $14.3M
SPMD
Spdr Portfolio

ETFs
1
+ 0.03%
$54.13 - $59.56 $54.1 - $59.6
3.75K $205M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
0
New
$23.17 - $26.26 $0 - $0
0 $0
ABC
Amerisourcebergen Corp

Healthcare
0
New
N/A
0 $0
OTIS
Otis Worldwide Corp

Industrials
0
New
$92.57 - $106.01 $0 - $0
0 $0
Lam Research Corp Com New
0
New
N/A
0 $0
CTRA
Coterra Energy Inc.

Energy
0
New
$22.71 - $27.63 $0 - $0
0 $0
L
Loews Corp

Financial Services
0
New
$76.49 - $87.05 $0 - $0
0 $0
KR
Kroger CO

Consumer Defensive
0
New
$55.21 - $63.3 $0 - $0
0 $0
Bunge Global Sa Com Shs
0
New
N/A
0 $0
STLD
Steel Dynamics Inc

Basic Materials
0
New
N/A
0 $0
SWKS
Skyworks Solutions, Inc.

Technology
0
New
$83.18 - $99.15 $0 - $0
0 $0
EXPD
Expeditors International Of Washington Inc

Industrials
0
New
$110.5 - $128.26 $0 - $0
0 $0
SCHV
Schwab Strategic Tr Us Large C

ETFs
322
+ 200.0%
$25.79 - $80.4 $8.3K - $25.9K
483 $12.6M
SMIN
Ishares Msci India Small Cap I

ETFs
11
+ 6.75%
$75.68 - $86.0 $832 - $946
174 $13.3M
IWD
Ishares Russell 1000 Val ETF

ETFs
1
+ 0.47%
$183.23 - $199.79 $183 - $200
216 $40M
PGF
Invesco Exchange Traded Fd Tr

ETFs
26
+ 1.51%
$14.4 - $15.83 $374 - $412
1.75K $25.5M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
221
+ 6.85%
$20.55 - $23.26 $4.54K - $5.14K
3.45K $72.6M
VEU
Vanguard Ftse All World Ex Us

ETFs
10
+ 1.6%
$57.29 - $63.1 $573 - $631
635 $36.4M
INDA
Ishares Msci India Index Fund

ETFs
4
+ 0.63%
$52.64 - $58.16 $211 - $233
636 $33.5M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2
+ 0.03%
$44.33 - $49.55 $88.7 - $99.1
6.8K $305M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
1
+ 0.11%
$60.13 - $67.31 $60.1 - $67.3
929 $56.5M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.64K
+ 100.0%
$18.41 - $40.87 $30.2K - $67K
3.28K $60.7M
IEMG
Ishares Inc

ETFs
1K
+ 8.3%
N/A
13.1K $682M
VNQ
Vanguard Specialized Funds Van

ETFs
5.35K
+ 8.93%
$87.85 - $98.6 $470K - $527K
65.2K $5.81B
Activity Summary
Buys All Purchases 84 New Holdings 33 Increased Positions 51 Sells All Sells 80 Reductions 70 Sold out 10 Options Calls 0 Puts 0
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