JDM Financial Group LLC Q1 2025 Filing

Filed May 15, 2025

Portfolio Value

$197.1B

Holdings

300

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (300 positions)

#StockSharesValue% PortfolioType
101
EQIXEQUINIX INC COM
45$36.7M0.02%
102
MRKMERCK & CO INC COM
400$35.9M0.02%
103
USMVISHARES MSCI USA MIN VOL FACTOR ETF
383$35.9M0.02%
104
WFCWELLS FARGO CO NEW COM
486$34.9M0.02%
105
HDHOME DEPOT
90$33.0M0.02%
106
INDAISHARES MSCI INDIA ETF
636$32.7M0.02%
107
TXNTEXAS INSTRS INC COM
178$32.0M0.02%
108
ABTABBOTT LABS COM
240$31.8M0.02%
109
AVDVAVANTIS INTERNATIONAL SMALL CAP VALUE ETF
431$30.1M0.02%
110
CSCOCISCO SYS INC
487$30.1M0.02%
111
BIDUNBAIDU COM ADR
325$29.9M0.02%
112
VBKVANGUARD SMALL-CAP GROWTH ETF
108$27.2M0.01%
113
ETNEATON CORP PLC SHS
100$27.2M0.01%
114
OEFISHARES TR S&P 100 INDEX FUND
100$27.1M0.01%
115
PGXINVESCO PREFERRED ETF
2,370$26.6M0.01%
116
SCHASCHWAB U.S. SMALL-CAP ETF
1,129$26.5M0.01%
117
PGFINVESCO FINANCIAL PREFERRED ETF
1,778$25.4M0.01%
118
SGOLABRDN PHYSICAL GOLD SHARES ETF
850$25.3M0.01%
119
WMWASTE MANAGEMENT INC
103$23.8M0.01%
120
IWVISHARES RUSSELL 3000 ETF
73$23.1M0.01%
121
GEVGE VERNOVA INC COM
72$22.0M0.01%
122
IYWISHARES U.S. TECHNOLOGY ETF
151$21.2M0.01%
123
FNDFSCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
560$20.2M0.01%
124
MCKMCKESSON CORP COM
30$20.2M0.01%
125
METMETLIFE INC COM
250$20.1M0.01%
126
BAUGINNOVATOR U.S. EQUITY BUFFER ETF - AUGUST
456$19.4M0.01%
127
PLTRPALANTIR TECHNOLOGIES INC CL A
228$19.2M0.01%
128
BFEBINNOVATOR U.S. EQUITY BUFFER ETF - FEBRUARY
450$18.7M0.01%
129
BLKBLACKROCK INC COM
19$18.0M0.01%
130
BILSSPDR BLOOMBERG 3-12 MONTH T-BILL ETF
178$17.7M0.01%
131
ISRGINTUITIVE SURGICAL INC COM NEW
34$16.8M0.01%
132
SMCISUPER MICRO COMPUTER INC COM NEW
478$16.4M0.01%
133
QCOMQUALCOMM INC COM
105$16.1M0.01%
134
AVXCAVANTIS EMERGING MARKETS EX-CHINA EQUITY ETF
329$16.0M0.01%
135
JPMJPMORGAN CHASE & CO. COM
65$15.9M0.01%
136
HONHONEYWELL INTL INC COM
75$15.9M0.01%
137
ORLYOREILLY AUTOMOTIVE INC COM
11$15.8M0.01%
138
IBBISHARES BIOTECHNOLOGY ETF
121$15.5M0.01%
139
TMUST-MOBILE US INC COM
57$15.2M0.01%
140
CGDGCAPITAL GROUP DIVIDEND VALUE ETF
424$15.1M0.01%
141
AVUVAVANTIS U.S. SMALL CAP VALUE ETF
173$15.1M0.01%
142
4I1PHILIP MORRIS INTL INC
95$15.1M0.01%
143
VOOVVANGUARD S&P 500 VALUE ETF
81$14.9M0.01%
144
VTHRVANGUARD RUSSELL 3000 ETF
59$14.6M0.01%
145
BABAALIBABA GROUP HLDG LTD SPONSORED ADS
110$14.5M0.01%
146
ZTSZOETIS INC CL A
83$13.7M0.01%
147
UNHUNITEDHEALTH GROUP INC COM
26$13.6M0.01%
148
COPCONOCOPHILLIPS COM
126$13.2M0.01%
149
XLIINDUSTRIAL SELECT SECTOR SPDR
100$13.1M0.01%
150
NFLXNETFLIX INC COM
14$13.1M0.01%
151
SCHVSCHWAB U.S. LARGE-CAP VALUE ETF
483$12.8M0.01%
152
SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF
512$12.8M0.01%
153
DFSEURDISCOVER FINANCIAL SERVICES LLC
75$12.8M0.01%
154
TECLDIREXION DAILY TECHNOLOGY BULL 3X SHARES
217$12.7M0.01%
155
DISDISNEY WALT CO COM
128$12.6M0.01%
156
SCHMSCHWAB U.S. MID-CAP ETF
480$12.6M0.01%
157
DOXAMDOCS LTD SHS
136$12.4M0.01%
158
LLYELI LILLY & CO COM
15$12.4M0.01%
159
JHMMJOHN HANCOCK MULTIFACTOR MID CAP ETF
213$12.2M0.01%
160
SMINISHARES MSCI INDIA SMALL CAP ETF
174$11.8M0.01%
161
PPAINVESCO AEROSPACE & DEFENSE ETF
101$11.8M0.01%
162
CEGCONSTELLATION ENERGY CORP COM
58$11.7M0.01%
163
IFNINDIA FUND INC
739$11.7M0.01%
164
ADPAUTOMATIC DATA PROCESSING INC COM
37$11.3M0.01%
165
FEZSPDR EURO STOXX 50 ETF
204$11.1M0.01%
166
INFLHORIZON KINETICS INFLATION BENEFICIARIES ETF
273$11.1M0.01%
167
MAMASTERCARD INC
20$11.1M0.01%
168
EDCONSOLIDATED EDISON INC COM
100$11.1M0.01%
169
VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF
84$10.8M0.01%
170
CIBRFIRST TRUST NASDAQ CYBERSECURITY ETF
170$10.7M0.01%
171
UTFCOHEN & STEERS INFRASTRUCTURE FUND
418$10.7M0.01%
172
XRNPXCOHEN & STEERS REIT PREFERRED BALANCE INCOME
482$10.6M0.01%
173
KOCOCA COLA CO COM
145$10.4M0.01%
174
SYLDCAMBRIA SHAREHOLDER YIELD ETF
162$10.3M0.01%
175
MCDMCDONALDS CORP COM
33$10.3M0.01%
176
VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF
163$10.1M0.01%
177
ZMARINNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR MARCH
386$9.9M0.01%
178
ASMLASML HOLDING N V N Y REGISTRY SHS
15$9.9M0.01%
179
EWEDWARDS LIFESCIENCES CORP COM
135$9.8M0.00%
180
EWHISHARES INC MSCI HONG KONG INDEX FD
550$9.6M0.00%
181
CMECME GROUP INC COM
35$9.3M0.00%
182
SOSOUTHERN CO COM
100$9.2M0.00%
183
AMDADVANCED MICRO DEVICES INC COM
89$9.1M0.00%
184
RTXRTX CORPORATION COM
69$9.1M0.00%
185
BTCGRAYSCALE BITCOIN MINI TRUST ETF
236$8.6M0.00%
186
JDJD.COM INC SPON ADS CL A
207$8.5M0.00%
187
XARSPDR S&P AEROSPACE & DEFENSE ETF
53$8.5M0.00%
188
MTZMASTEC INC COM
70$8.2M0.00%
189
PEOEXELON CORP COM
176$8.1M0.00%
190
TRVTRAVELERS COMPANIES INC COM
30$7.9M0.00%
191
SIISPROTT INC COM NEW
175$7.9M0.00%
192
AZOAUTOZONE INC COM
2$7.6M0.00%
193
AFLAFLAC INC COM
68$7.6M0.00%
194
AFRMAFFIRM HLDGS INC COM CL A
167$7.5M0.00%
195
CATXPERSPECTIVE THERAPEUTICS INC COM NEW
3,500$7.5M0.00%
196
SNPSSYNOPSYS INC COM
17$7.3M0.00%
197
GEHCGE HEALTHCARE TECHNOLOGIES INC COMMON STOCK
90$7.3M0.00%
198
IVOOVANGUARD S&P MID-CAP 400 ETF
72$7.1M0.00%
199
XLFICONSUMER STAPLES SELECT SECTOR SPDR FUND
84$6.9M0.00%
200
NVONOVO-NORDISK A S ADR
95$6.6M0.00%
PreviousPage 2 of 3Next