JDM Financial Group LLC Q4 2024 Filing
Filed February 18, 2025
Portfolio Value
$192.4B
Holdings
357
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (357 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | AVUVAVANTIS U.S. SMALL CAP VALUE ETF | 369 | $35.6M | 0.02% | |
| 102 | HDHOME DEPOT | 90 | $35.0M | 0.02% | |
| 103 | ETNEATON CORP PLC SHS | 104 | $34.5M | 0.02% | |
| 104 | WFCWELLS FARGO CO NEW COM | 486 | $34.1M | 0.02% | |
| 105 | USMVISHARES MSCI USA MIN VOL FACTOR ETF | 383 | $34.0M | 0.02% | |
| 106 | INDAISHARES MSCI INDIA ETF | 636 | $33.5M | 0.02% | |
| 107 | TXNTEXAS INSTRS INC COM | 178 | $33.4M | 0.02% | |
| 108 | METAMETA PLATFORMS INC CL A | 52 | $30.4M | 0.02% | |
| 109 | VBKVANGUARD SMALL-CAP GROWTH ETF | 108 | $30.2M | 0.02% | |
| 110 | AVGOBROADCOM INC COM | 130 | $30.1M | 0.02% | |
| 111 | AVDVAVANTIS INTERNATIONAL SMALL CAP VALUE ETF | 449 | $29.2M | 0.02% | |
| 112 | SCHASCHWAB U.S. SMALL-CAP ETF | 1,129 | $29.2M | 0.02% | |
| 113 | OEFISHARES TR S&P 100 INDEX FUND | 100 | $28.9M | 0.02% | |
| 114 | CSCOCISCO SYS INC | 487 | $28.8M | 0.01% | |
| 115 | BIDUNBAIDU COM ADR | 325 | $27.4M | 0.01% | |
| 116 | PGXINVESCO PREFERRED ETF | 2,370 | $27.3M | 0.01% | |
| 117 | PGFINVESCO FINANCIAL PREFERRED ETF | 1,751 | $25.5M | 0.01% | |
| 118 | NVRNVR INC COM | 3 | $24.5M | 0.01% | |
| 119 | TECLDIREXION DAILY TECHNOLOGY BULL 3X SHARES | 270 | $24.4M | 0.01% | |
| 120 | IWVISHARES RUSSELL 3000 ETF | 73 | $24.4M | 0.01% | |
| 121 | IYWISHARES U.S. TECHNOLOGY ETF | 151 | $24.1M | 0.01% | |
| 122 | GEVGE VERNOVA INC COM | 72 | $23.7M | 0.01% | |
| 123 | SGOLABRDN PHYSICAL GOLD SHARES ETF | 850 | $21.3M | 0.01% | |
| 124 | WMWASTE MANAGEMENT INC | 103 | $20.8M | 0.01% | |
| 125 | METMETLIFE INC COM | 250 | $20.5M | 0.01% | |
| 126 | VNQIVANGUARD GLOBAL EX-U.S. REAL ESTATE ETF | 517 | $20.5M | 0.01% | |
| 127 | PJANINNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY | 481 | $20.3M | 0.01% | |
| 128 | BAUGINNOVATOR U.S. EQUITY BUFFER ETF - AUGUST | 456 | $19.9M | 0.01% | |
| 129 | BLKBLACKROCK INC COM | 19 | $19.5M | 0.01% | |
| 130 | BFEBINNOVATOR U.S. EQUITY BUFFER ETF - FEBRUARY | 450 | $19.4M | 0.01% | |
| 131 | FNDFSCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | 560 | $18.6M | 0.01% | |
| 132 | EDCONSOLIDATED EDISON INC COM | 200 | $17.8M | 0.01% | |
| 133 | ISRGINTUITIVE SURGICAL INC COM NEW | 34 | $17.7M | 0.01% | |
| 134 | BILSSPDR BLOOMBERG 3-12 MONTH T-BILL ETF | 178 | $17.6M | 0.01% | |
| 135 | MCKMCKESSON CORP COM | 30 | $17.1M | 0.01% | |
| 136 | HONHONEYWELL INTL INC COM | 75 | $16.9M | 0.01% | |
| 137 | AVXCAVANTIS EMERGING MARKETS EX-CHINA EQUITY ETF | 334 | $16.5M | 0.01% | |
| 138 | 7HPHP INC COM | 500 | $16.3M | 0.01% | |
| 139 | QCOMQUALCOMM INC COM | 105 | $16.1M | 0.01% | |
| 140 | IBBISHARES BIOTECHNOLOGY ETF | 121 | $16.0M | 0.01% | |
| 141 | AIVLWISDOMTREE U.S. AI ENHANCED VALUE FUND | 150 | $16.0M | 0.01% | |
| 142 | JPMJPMORGAN CHASE & CO. COM | 65 | $15.6M | 0.01% | |
| 143 | VTHRVANGUARD RUSSELL 3000 ETF | 59 | $15.3M | 0.01% | |
| 144 | JHMMJOHN HANCOCK MULTIFACTOR MID CAP ETF | 252 | $15.1M | 0.01% | |
| 145 | CGDGCAPITAL GROUP DIVIDEND VALUE ETF | 424 | $14.9M | 0.01% | |
| 146 | BFORALPS BARRON'S 400 ETF | 200 | $14.6M | 0.01% | |
| 147 | SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF | 512 | $14.3M | 0.01% | |
| 148 | DISDISNEY WALT CO COM | 128 | $14.3M | 0.01% | |
| 149 | IEIISHARES 3-7 YEAR TREASURY BOND ETF | 123 | $14.2M | 0.01% | |
| 150 | KOCOCA COLA CO COM | 218 | $13.6M | 0.01% | |
| 151 | ZTSZOETIS INC CL A | 83 | $13.5M | 0.01% | |
| 152 | SCHMSCHWAB U.S. MID-CAP ETF | 480 | $13.3M | 0.01% | |
| 153 | SMINISHARES MSCI INDIA SMALL CAP ETF | 174 | $13.3M | 0.01% | |
| 154 | XLIINDUSTRIAL SELECT SECTOR SPDR | 100 | $13.2M | 0.01% | |
| 155 | UNHUNITEDHEALTH GROUP INC COM | 26 | $13.2M | 0.01% | |
| 156 | KMBKIMBERLY-CLARK CORP COM | 100 | $13.1M | 0.01% | |
| 157 | ORLYOREILLY AUTOMOTIVE INC COM | 11 | $13.0M | 0.01% | |
| 158 | DFSEURDISCOVER FINANCIAL SERVICES LLC | 75 | $13.0M | 0.01% | |
| 159 | CEGCONSTELLATION ENERGY CORP COM | 58 | $13.0M | 0.01% | |
| 160 | DSIISHARES MSCI KLD 400 SOCIAL ETF | 116 | $12.8M | 0.01% | |
| 161 | SCHVSCHWAB U.S. LARGE-CAP VALUE ETF | 483 | $12.6M | 0.01% | |
| 162 | TMUST-MOBILE US INC COM | 57 | $12.6M | 0.01% | |
| 163 | COPCONOCOPHILLIPS COM | 126 | $12.5M | 0.01% | |
| 164 | NFLXNETFLIX INC COM | 14 | $12.5M | 0.01% | |
| 165 | VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF | 208 | $12.2M | 0.01% | |
| 166 | SNPSSYNOPSYS INC COM | 24 | $11.6M | 0.01% | |
| 167 | PPAINVESCO AEROSPACE & DEFENSE ETF | 101 | $11.6M | 0.01% | |
| 168 | LLYELI LILLY & CO COM | 15 | $11.6M | 0.01% | |
| 169 | DOXAMDOCS LTD SHS | 136 | $11.6M | 0.01% | |
| 170 | PKWINVESCO BUYBACK ACHIEVERS ETF | 100 | $11.5M | 0.01% | |
| 171 | 4I1PHILIP MORRIS INTL INC | 95 | $11.4M | 0.01% | |
| 172 | SMCISUPER MICRO COMPUTER INC COM NEW | 372 | $11.3M | 0.01% | |
| 173 | CATXPERSPECTIVE THERAPEUTICS INC COM NEW | 3,500 | $11.2M | 0.01% | |
| 174 | SYLDCAMBRIA SHAREHOLDER YIELD ETF | 162 | $11.1M | 0.01% | |
| 175 | ADPAUTOMATIC DATA PROCESSING INC COM | 37 | $10.8M | 0.01% | |
| 176 | CIBRFIRST TRUST NASDAQ CYBERSECURITY ETF | 170 | $10.8M | 0.01% | |
| 177 | AMDADVANCED MICRO DEVICES INC COM | 89 | $10.8M | 0.01% | |
| 178 | IFNINDIA FUND INC | 680 | $10.7M | 0.01% | |
| 179 | MAMASTERCARD INC | 20 | $10.6M | 0.01% | |
| 180 | INFLHORIZON KINETICS INFLATION BENEFICIARIES ETF | 273 | $10.4M | 0.01% | |
| 181 | ASMLASML HOLDING N V N Y REGISTRY SHS | 15 | $10.4M | 0.01% | |
| 182 | AFRMAFFIRM HLDGS INC COM CL A | 167 | $10.2M | 0.01% | |
| 183 | EWEDWARDS LIFESCIENCES CORP COM | 135 | $10.0M | 0.01% | |
| 184 | BTCGRAYSCALE BITCOIN MINI TRUST ETF | 236 | $9.9M | 0.01% | |
| 185 | MCDMCDONALDS CORP COM | 33 | $9.6M | 0.00% | |
| 186 | MTZMASTEC INC COM | 70 | $9.5M | 0.00% | |
| 187 | BABAALIBABA GROUP HLDG LTD SPONSORED ADS | 110 | $9.3M | 0.00% | |
| 188 | EWHISHARES INC MSCI HONG KONG INDEX FD | 550 | $9.2M | 0.00% | |
| 189 | XARSPDR S&P AEROSPACE & DEFENSE ETF | 53 | $8.8M | 0.00% | |
| 190 | SCHCSCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | 252 | $8.7M | 0.00% | |
| 191 | SOSOUTHERN CO COM | 100 | $8.2M | 0.00% | |
| 192 | NVONOVO-NORDISK A S ADR | 95 | $8.2M | 0.00% | |
| 193 | JOBYJOBY AVIATION INC COMMON STOCK | 1,000 | $8.1M | 0.00% | |
| 194 | CMECME GROUP INC COM | 35 | $8.1M | 0.00% | |
| 195 | DYHTARGET CORP COM | 60 | $8.1M | 0.00% | |
| 196 | RTXRTX CORPORATION COM | 69 | $8.0M | 0.00% | |
| 197 | CVSCVS HEALTH CORP COM | 170 | $7.6M | 0.00% | |
| 198 | IPGINTERPUBLIC GROUP COS INC COM | 272 | $7.6M | 0.00% | |
| 199 | ADBEADOBE INC COM | 17 | $7.6M | 0.00% | |
| 200 | SIISPROTT INC COM NEW | 175 | $7.4M | 0.00% |