Dbk Financial Counsel, LLC Portfolio Holdings

Dbk Financial Counsel, LLC

  • $97.3 Million
  • Q4 2024

Dbk Financial Counsel, LLC has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $97.3 Million distributed in 51 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg 1 3 Month T Bil with a value of $13.2M, Vanguard Ftse Developed Market with a value of $7.9M, Spdr S&P 500 ETF Trust with a value of $7.23M, Invesco Qqq Trust, Series 1 with a value of $5.5M, and Vanguard Bd Index Fd Inc Short with a value of $4.71M.

Examining the 13F form we can see an increase of $318K in the current position value, from $97M to 97.3M.

Below you can find more details about Dbk Financial Counsel, LLC portfolio as well as his latest detailed transactions.

Portfolio value $97.3 Million
ETFs: $90.5 Million
Technology: $4.07 Million
Communication Services: $211,000
Consumer Cyclical: $206,000
Healthcare: $101,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 51
  • Current Value $97.3 Million
  • Prior Value $97 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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