Jdh Wealth Management, LLC Portfolio Holdings by Sector
Jdh Wealth Management, LLC
- $117 Billion
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
ETFs | ETFs
DFAC DFAT DFIV DFUV DFUS DFAS DFIC DFAU 29 stocks |
$97 Million
92.57% of portfolio
|
16
|
5
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2.42 Million
2.31% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$1.51 Million
1.44% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$618,555
0.59% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$610,760
0.58% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META GOOGL 2 stocks |
$592,677
0.57% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$533,870
0.51% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA F 2 stocks |
$481,328
0.46% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$276,944
0.26% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$264,160
0.25% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
JNJ 1 stocks |
$247,931
0.24% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
DHR 1 stocks |
$229,190
0.22% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|