Dhk Financial Advisors, Inc. Portfolio Holdings

Dhk Financial Advisors, Inc.

  • $163 Million
  • Q4 2024

Dhk Financial Advisors, Inc. has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $163 Million distributed in 89 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $32.3M, Berkshire Hathaway Inc with a value of $17M, Vanguard Total World Stk Index with a value of $16.6M, Spdr Gold Trust with a value of $6.67M, and Spdr S&P 500 ETF Trust with a value of $5.67M.

Examining the 13F form we can see an increase of $1.72M in the current position value, from $161M to 163M.

Dhk Financial Advisors, Inc. is based out at Portsmouth, NH

Below you can find more details about Dhk Financial Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $163 Million
ETFs: $99.4 Million
Financial Services: $50.8 Million
Technology: $7.14 Million
Consumer Cyclical: $2.36 Million
Communication Services: $1.27 Million
Industrials: $657,000
Energy: $437,000
Consumer Defensive: $430,000
Other: $0

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.93B
$536,000 0.33% of portfolio
14,902
Q3 2024 Reduced 28.59%
$3.87B
$273,000 0.17% of portfolio
12,109
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 89
  • Current Value $163 Million
  • Prior Value $161 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 22, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 11 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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