Dbk Financial Counsel, LLC Portfolio Holdings

Dbk Financial Counsel, LLC

  • $97.6 Million
  • Q1 2025

Dbk Financial Counsel, LLC has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $97.6 Million distributed in 50 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg 3 12 Month T Bi with a value of $10.9M, Vanguard Ftse Developed Market with a value of $8.63M, Spdr S&P 500 ETF Trust with a value of $6.83M, Invesco Qqq Trust, Series 1 with a value of $4.95M, and Vanguard Bd Index Fd Inc Short with a value of $4.7M.

Examining the 13F form we can see an increase of $322K in the current position value, from $97.3M to 97.6M.

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

Portfolio value $97.6 Million
ETFs: $91.8 Million
Technology: $3.41 Million
Healthcare: $87,000

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$993M
$87,000 0.09% of portfolio
15,000
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 50
  • Current Value $97.6 Million
  • Prior Value $97.3 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 10, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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