Dkm Wealth Management, Inc. Portfolio Holdings by Sector
Dkm Wealth Management, Inc.
- $105 Billion
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
TBLD SYLD ITOT IVV QQQ TLT IWM AVUV 25 stocks |
$56 Million
63.12% of portfolio
|
  25  
|
- |
  25  
|
- |
0
Calls
0
Puts
|
Asset Management | Financial Services
SOR NKX NAC AINV JOF RMT NCA WIW 9 stocks |
$17.4 Million
19.58% of portfolio
|
  9  
|
- |
  9  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$5.35 Million
6.03% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$4.29 Million
4.84% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1.12 Million
1.26% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
LMT 1 stocks |
$790,176
0.89% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$599,713
0.68% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$545,469
0.62% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
WFC 1 stocks |
$531,374
0.6% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$502,849
0.57% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$405,481
0.46% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$335,509
0.38% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Scientific & Technical Instruments | Technology
KEYS 1 stocks |
$232,593
0.26% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$212,097
0.24% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
A 1 stocks |
$201,242
0.23% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Other Industrial Metals & Mining | Basic Materials
RIO 1 stocks |
$200,173
0.23% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Biotechnology | Healthcare
ABCL 1 stocks |
$29,300
0.03% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|