Dhk Financial Advisors, Inc. Portfolio Holdings by Sector
Dhk Financial Advisors, Inc.
- $161 Million
- Q3 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VT GLD MOAT SPY VIOO IWV VPU EFA 55 stocks |
$98,644
61.38% of portfolio
|
30
|
6
|
11
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B BRK-A 2 stocks |
$50,046
31.14% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
PAR RSSS 2 stocks |
$1,749
1.09% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO 2 stocks |
$1,400
0.87% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
$1,300
0.81% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Software—Infrastructure | Technology
MSFT APPN 2 stocks |
$1,275
0.79% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$788
0.49% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
BELFB 1 stocks |
$787
0.49% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META 2 stocks |
$681
0.42% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$611
0.38% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
APG 1 stocks |
$491
0.31% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$491
0.31% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO 2 stocks |
$449
0.28% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
LYV 1 stocks |
$438
0.27% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
PBPB 1 stocks |
$391
0.24% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
KFS 1 stocks |
$304
0.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
LRCX 1 stocks |
$232
0.14% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$213
0.13% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
ACN 1 stocks |
$209
0.13% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V 1 stocks |
$200
0.12% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Building Materials | Basic Materials
CRH.L 1 stocks |
$0
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|