Jdm Financial Group LLC Top Holdings and 13F Report (2024) → Alert: Your Bank is Dying – Act Now or Lose Everything! (From Priority Gold) (Ad) About Jdm Financial Group LLCInvestment ActivityJdm Financial Group LLC has $137.16 million in total holdings as of March 31, 2024.Jdm Financial Group LLC owns shares of 213 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 6.21% of the portfolio was purchased this quarter.About ∞ of the portfolio was sold this quarter.This quarter, Jdm Financial Group LLC has purchased 210 new stocks and bought additional shares in 39 stocks.Jdm Financial Group LLC sold shares of 17 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $34,290,455iShares Core S&P 500 ETF $16,925,991SPDR Portfolio Developed World ex-US ETF $10,203,382Vanguard Mid-Cap ETF $8,442,803Vanguard Small-Cap ETF $8,152,159 Largest New Holdings this Quarter Invesco NASDAQ 100 ETF $709,762 HoldingiShares MSCI World ETF $443,570 HoldingGRAYSCALE BITCOIN TRUST $74,730 HoldingiShares Core U.S. Aggregate Bond ETF $10,969 HoldingJohn Hancock Multifactor Mid Cap ETF $7,345 Holding Largest Purchases this Quarter SPDR Portfolio Developed World ex-US ETF 29,767 shares (about $1.07M)Vanguard S&P 500 ETF 1,871 shares (about $899.39K)Invesco QQQ 1,805 shares (about $801.27K)Vanguard Mid-Cap ETF 3,158 shares (about $789.06K)SPDR Portfolio S&P 500 Growth ETF 10,635 shares (about $777.95K) Largest Sales this Quarter iShares Global 100 ETF 414 shares (about $∞T)SPDR Dow Jones Industrial Average ETF Trust 676 shares (about $268.96K)Apple 765 shares (about $131.19K)NVIDIA 124 shares (about $112.01K)Vanguard FTSE Emerging Markets ETF 1,622 shares (about $67.75K) Sector Allocation Over TimeMap of 500 Largest Holdings ofJdm Financial Group LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$34,290,455$899,395 ▲2.7%71,33425.0%ETFIVViShares Core S&P 500 ETF$16,925,991$578,307 ▲3.5%32,19512.3%ETFSPDWSPDR Portfolio Developed World ex-US ETF$10,203,382$1,066,848 ▲11.7%284,6937.4%ETFVOVanguard Mid-Cap ETF$8,442,803$789,061 ▲10.3%33,7906.2%ETFVBVanguard Small-Cap ETF$8,152,159$728,741 ▲9.8%35,6635.9%ETFSPYSPDR S&P 500 ETF Trust$5,931,220$56,493 ▼-0.9%11,3394.3%FinanceSPYGSPDR Portfolio S&P 500 Growth ETF$5,784,857$777,951 ▲15.5%79,0824.2%ETFSPYVSPDR Portfolio S&P 500 Value ETF$4,857,086$379,807 ▲8.5%96,9483.5%ETFSPLGSPDR Portfolio S&P 500 ETF$4,711,292$37,779 ▲0.8%76,5693.4%ETFSPEMSPDR Portfolio Emerging Markets ETF$4,519,330$401,130 ▲9.7%124,8783.3%ETFVNQVanguard Real Estate ETF$3,868,460$242,060 ▲6.7%44,7322.8%ETFAAPLApple$3,517,818$131,185 ▼-3.6%20,5142.6%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$3,121,943$31,557 ▲1.0%62,2272.3%ETFVWOVanguard FTSE Emerging Markets ETF$3,102,474$67,751 ▼-2.1%74,2752.3%ETFIEFAiShares Core MSCI EAFE ETF$2,080,540$1,559 ▼-0.1%28,0321.5%ETFNVDANVIDIA$1,113,741$112,006 ▼-9.1%1,2330.8%Computer and TechnologyQQQInvesco QQQ$972,620$801,268 ▲467.6%2,1910.7%FinanceIEMGiShares Core MSCI Emerging Markets ETF$939,365$13,880 ▼-1.5%18,2050.7%ETFIWMiShares Russell 2000 ETF$918,325$4,206 ▼-0.5%4,3670.7%FinanceQQQMInvesco NASDAQ 100 ETF$709,762$709,762 ▲New Holding3,8850.5%ETFDIASPDR Dow Jones Industrial Average ETF Trust$705,024$268,959 ▼-27.6%1,7720.5%FinanceSPGSimon Property Group$578,199$1,408 ▲0.2%3,6950.4%FinanceEFAiShares MSCI EAFE ETF$576,700$28,911 ▼-4.8%7,2210.4%FinanceSCHXSchwab US Large-Cap ETF$536,565$1,551 ▲0.3%8,6460.4%ETFEEMiShares MSCI Emerging Markets ETF$485,255$15,816 ▼-3.2%11,8120.4%FinanceIBTIiShares iBonds Dec 2028 Term Treasury ETF$460,767$50,780 ▲12.4%21,0060.3%ManufacturingIBTEiShares iBonds Dec 2024 Term Treasury ETF$457,097$50,371 ▲12.4%19,0930.3%ManufacturingURTHiShares MSCI World ETF$443,570$443,570 ▲New Holding3,0610.3%ETFXOMExxon Mobil$407,5370.0%3,5060.3%Oils/EnergyMDYSPDR S&P MidCap 400 ETF Trust$383,472$28,385 ▼-6.9%6890.3%ETFAMZNAmazon.com$377,8600.0%2,0950.3%Retail/WholesaleXLKTechnology Select Sector SPDR Fund$334,643$152,016 ▲83.2%1,6070.2%ETFAOKiShares Core Conservative Allocation ETF$333,835$57,266 ▲20.7%9,0650.2%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$330,432$43 ▲0.0%7,6770.2%ETFGOOGLAlphabet$315,896$25,205 ▼-7.4%2,0930.2%Computer and TechnologyBRK.BBerkshire Hathaway$313,708$85,786 ▲37.6%7460.2%FinanceMSFTMicrosoft$290,7150.0%6910.2%Computer and TechnologySPMDSPDR Portfolio S&P 400 Mid Cap ETF$261,614$53 ▲0.0%4,9050.2%ETFVUGVanguard Growth ETF$256,0850.0%7440.2%ETFVTVVanguard Value ETF$229,617$19,542 ▼-7.8%1,4100.2%ETFVVVanguard Large-Cap ETF$218,226$480 ▲0.2%9100.2%ETFIWNiShares Russell 2000 Value ETF$201,570$159 ▲0.1%1,2690.1%ETFABNBAirbnb$196,9620.0%1,1940.1%Computer and TechnologyITAiShares U.S. Aerospace & Defense ETF$178,697$132 ▲0.1%1,3540.1%ETFSCZiShares MSCI EAFE Small-Cap ETF$132,6070.0%2,0940.1%ETFIWFiShares Russell 1000 Growth ETF$126,8740.0%3760.1%ETFCOSTCostco Wholesale$126,7400.0%1730.1%Retail/WholesaleIVWiShares S&P 500 Growth ETF$109,7720.0%1,3000.1%ETFSRESempra$100,5620.0%1,4000.1%UtilitiesGILDGilead Sciences$85,435$879 ▲1.0%1,1660.1%MedicalVBKVanguard Small-Cap Growth ETF$83,4950.0%3200.1%ETFVTIVanguard Total Stock Market ETF$79,7890.0%3070.1%ETFVBRVanguard Small-Cap Value ETF$77,7110.0%4050.1%ETFGRAYSCALE BITCOIN TRUST$74,730$74,730 ▲New Holding1,1830.1%ETFGOOGAlphabet$73,542$5,634 ▼-7.1%4830.1%Computer and TechnologyPANWPalo Alto Networks$73,2630.0%2580.1%Computer and TechnologySCHESchwab Emerging Markets Equity ETF$71,5250.0%2,8330.1%ETFBABoeing$71,4060.0%3700.1%AerospaceBAXBaxter International$70,3070.0%1,6450.1%MedicalAMGNAmgen$69,9400.0%2460.1%MedicalIJRiShares Core S&P Small-Cap ETF$69,230$21,012 ▼-23.3%6260.1%ETFCAHCardinal Health$68,4830.0%6120.0%MedicalSCHFSchwab International Equity ETF$63,993$39,020 ▲156.3%1,6400.0%ETFIJHiShares Core S&P Mid-Cap ETF$63,777$51,022 ▲400.0%1,0500.0%ETFVOOGVanguard S&P 500 Growth ETF$59,114$10,360 ▲21.3%1940.0%ETFPGProcter & Gamble$57,1120.0%3520.0%Consumer StaplesICFiShares Cohen & Steers REIT ETF$56,5460.0%9800.0%ETFEQIXEquinix$54,4720.0%660.0%FinanceMRKMerck & Co., Inc.$52,7800.0%4000.0%MedicalVOOVVanguard S&P 500 Value ETF$52,3360.0%2900.0%ETFSCHDSchwab US Dividend Equity ETF$50,270$161 ▲0.3%6230.0%ETFGEGeneral Electric$47,6200.0%2710.0%TransportationPSKSPDR ICE Preferred Securities ETF$47,0750.0%1,3500.0%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$46,7360.0%4000.0%ETFVVisa$46,2920.0%1660.0%Business ServicesOEFiShares S&P 100 ETF$45,7710.0%1850.0%ETFPFFiShares Preferred and Income Securities ETF$45,2830.0%1,4050.0%ETFJNJJohnson & Johnson$44,5300.0%2820.0%MedicalXLEEnergy Select Sector SPDR Fund$41,8240.0%4430.0%ETFVTVanguard Total World Stock ETF$41,6590.0%3770.0%ETFPERSPECTIVE THERAPEUTICS INC COM$41,6500.0%35,0000.0%StockIWDiShares Russell 1000 Value ETF$38,116$179 ▲0.5%2130.0%ETFVXUSVanguard Total International Stock ETF$37,291$60 ▲0.2%6180.0%ETFCVXChevron$36,5960.0%2320.0%Oils/EnergyVEUVanguard FTSE All-World ex-US ETF$36,204$117 ▲0.3%6170.0%ETFWMTWalmart$36,061$24,021 ▲199.5%5990.0%Retail/WholesaleBIDUBaidu$34,2160.0%3250.0%Computer and TechnologyINDAiShares MSCI India ETF$32,608$5,056 ▲18.4%6320.0%ETFUSMViShares MSCI USA Min Vol Factor ETF$32,0110.0%3830.0%ETFGLDSPDR Gold Shares$31,8870.0%1550.0%FinanceETNEaton$31,2680.0%1000.0%Industrial ProductsTXNTexas Instruments$31,0090.0%1780.0%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$29,9480.0%1640.0%ETFHDHome Depot$29,5370.0%770.0%Retail/WholesalePGXInvesco Preferred ETF$28,1560.0%2,3700.0%ETFDVYiShares Select Dividend ETF$27,716$30,796 ▼-52.6%2250.0%ETFABTAbbott Laboratories$27,2780.0%2400.0%MedicalWFCWells Fargo & Company$26,9510.0%4650.0%FinancePGFInvesco Financial Preferred ETF$25,501$366 ▲1.5%1,6730.0%ManufacturingSCHGSchwab U.S. Large-Cap Growth ETF$22,0670.0%2380.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis. Start Your 30-Day Free Trial Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.