Jdm Financial Group LLC
CIK Number: 0001960212
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard 500 In... | 564.28 | +0.81% | 67.75K | +0.51% | 36.5M | 361.41 | 18.97% |
| 2 | BKLC | BNY Mellon US L... | 117.67 | +0.78% | 191.51K | +4.65% | 21.46M | 109.62 | 11.15% |
| 3 | XHLF | Bondbloxx Bloom... | 50.33 | +0.02% | 367.86K | +27.62% | 18.46M | 50.38 | 9.59% |
| 4 | IVV | iShares Core S&... | 614.96 | +0.82% | 24.67K | -0.43% | 14.52M | 389.5 | 7.55% |
| 5 | SPDW | SPDR Portfolio ... | 40.12 | +1.20% | 383.11K | +14.39% | 13.08M | 31.67 | 6.80% |
| 6 | VO | Vanguard Mid Ca... | 277.93 | +0.78% | 38.97K | -0.54% | 10.29M | 214.85 | 5.35% |
| 7 | VB | Vanguard Small ... | 237.05 | +1.40% | 42.77K | +0.56% | 10.28M | 194.64 | 5.34% |
| 8 | SPEM | SPDR Portfolio ... | 42.67 | +0.85% | 183.17K | +16.67% | 7.03M | 35.33 | 3.65% |
| 9 | VNQ | Vanguard Real E... | 88.31 | -1.01% | 65.24K | +8.93% | 5.81M | 85.61 | 3.02% |
| 10 | SPY | SPDR S&P 500 ET... | 611.96 | +0.80% | 9.9K | +0.66% | 5.8M | 383.78 | 3.01% |
| 11 | AAPL | Apple Inc. | 201.21 | -0.18% | 20.31K | -2.82% | 5.09M | 131.83 | 2.64% |
| 12 | SPYG | SPDR Portfolio ... | 94.26 | +0.96% | 48.2K | +3.29% | 4.24M | 55.53 | 2.20% |
| 13 | SPLG | SPDR Portfolio ... | 72.20 | +0.80% | 49.62K | -0.57% | 3.42M | 45.23 | 1.78% |
| 14 | SPYV | SPDR Portfolio ... | 51.93 | +0.56% | 66.21K | +4.57% | 3.39M | 40.42 | 1.76% |
| 15 | VEA | Vanguard Develo... | 56.48 | +1.10% | 57.28K | -1.14% | 2.74M | 42.05 | 1.42% |
| 16 | SGOV | iShares 0-3 Mon... | 100.66 | +0.01% | 22.56K | +16.75% | 2.26M | 100.66 | 1.18% |
| 17 | BUFF | Innovator Ladde... | 46.74 | +0.38% | 40.41K | +14.46% | 1.82M | 44.22 | 0.94% |
| 18 | VWO | Vanguard Emergi... | 49.45 | +0.69% | 41.11K | -2.32% | 1.81M | 39 | 0.94% |
| 19 | IEFA | iShares Core MS... | 82.55 | +1.22% | 22.89K | -0.21% | 1.61M | 61.91 | 0.84% |
| 20 | NVDA | NVIDIA Corporat... | 155.10 | +0.51% | 10.31K | -5.14% | 1.5M | 14.62 | 0.78% |
| 21 | IBDR | iShares iBonds ... | 24.23 | +0.08% | 55.76K | -30.64% | 1.34M | 24.3 | 0.70% |
| 22 | QQQ | Invesco QQQ Tru... | 546.29 | +0.95% | 2.35K | -0.25% | 1.2M | 420.5 | 0.62% |
| 23 | TAXX | Bondbloxx IR+M ... | 50.70 | +0.10% | 23.79K | -2.6% | 1.2M | 49.95 | 0.62% |
| 24 | JPST | JPMorgan Ultra-... | 50.65 | +0.07% | 20.33K | +12.3K% | 1.02M | 50.37 | 0.53% |
| 25 | QQQM | Invesco NASDAQ ... | 224.86 | +0.96% | 4.83K | +2.09% | 1.02M | 186.6 | 0.53% |
| 26 | PJUN | Innovator S&P 5... | 39.63 | +0.52% | 21.45K | 0.00% | 804.68K | 35.61 | 0.42% |
| 27 | IWM | iShares Russell... | 215.50 | +1.67% | 3.25K | -0.46% | 719.16K | 174.41 | 0.37% |
| 28 | IEMG | iShares Core MS... | 59.96 | +0.69% | 13.05K | +8.30% | 681.69K | 47.16 | 0.35% |
| 29 | DIA | SPDR Dow Jones ... | 434.02 | +0.97% | 1.49K | 0.00% | 634K | 331.43 | 0.33% |
| 30 | EFA | iShares MSCI EA... | 88.55 | +1.13% | 7.06K | 0.00% | 533.53K | 65.78 | 0.28% |
| 31 | QUAL | iShares MSCI US... | 180.45 | +0.60% | 2.87K | +197.72% | 511.09K | 178.49 | 0.27% |
| 32 | AMZN | Amazon.com, Inc... | 217.26 | +2.49% | 2.12K | -4.77% | 464.67K | 90.53 | 0.24% |
| 33 | EEM | iShares MSCI Em... | 48.28 | +0.67% | 10.75K | 0.00% | 449.52K | 37.9 | 0.23% |
| 34 | SPG | Simon Property ... | 160.63 | +2.06% | 2.56K | -4.16% | 440.02K | 117.77 | 0.23% |
| 35 | MDY | SPDR S&P MIDCAP... | 565.37 | +1.38% | 714 | 0.00% | 406.68K | 447.25 | 0.21% |
| 36 | GOOGL | Alphabet Inc. | 173.50 | +1.65% | 2.12K | -2.93% | 400.91K | 91.58 | 0.21% |
| 37 | XOM | Exxon Mobil Cor... | 110.07 | +1.57% | 3.51K | -1.29% | 377.14K | 110.39 | 0.20% |
| 38 | XLK | Technology Sele... | 251.16 | +0.73% | 1.61K | 0.00% | 373.61K | 162.8 | 0.19% |
| 39 | SCHX | Schwab U.S. Lar... | 24.23 | +0.81% | 15.76K | +200.80% | 365.3K | 15.35 | 0.19% |
| 40 | BRK-B | Berkshire Hatha... | 485.71 | -0.1% | 773 | -7.87% | 350.38K | 352.74 | 0.18% |
| 41 | VUG | Vanguard Growth... | 433.78 | +0.82% | 744 | 0.00% | 305.37K | 213.11 | 0.16% |
| 42 | SPSM | SPDR Portfolio ... | 42.55 | +1.49% | 6.79K | +0.03% | 305.21K | 37.09 | 0.16% |
| 43 | MSFT | Microsoft Corpo... | 497.50 | +1.06% | 699 | -10.84% | 294.79K | 262.84 | 0.15% |
| 44 | VTV | Vanguard Value ... | 176.23 | +0.72% | 1.65K | +25.97% | 279.24K | 146.33 | 0.15% |
| 45 | TSLA | Tesla, Inc. | 326.14 | -0.43% | 635 | 0.00% | 256.44K | 261.63 | 0.13% |
| 46 | URTH | iShares MSCI Wo... | 167.70 | +0.95% | 1.46K | -27.69% | 226.56K | 144.53 | 0.12% |
| 47 | PMAY | Innovator S&P 5... | 37.64 | +0.27% | 6.29K | 0.00% | 225.86K | 34.22 | 0.12% |
| 48 | ITA | iShares U.S. Ae... | 184.60 | +1.41% | 1.53K | +6.49% | 221.8K | 115.88 | 0.12% |
| 49 | SPMD | SPDR Portfolio ... | 54.24 | +1.36% | 3.75K | +0.03% | 205.24K | 42.56 | 0.11% |
| 50 | COST | Costco Wholesal... | 983.03 | -0.36% | 173 | -3.35% | 158.51K | 470.91 | 0.08% |
| 51 | ABNB | Airbnb, Inc. | 133.65 | +3.07% | 1.19K | -0.42% | 156.9K | 85.67 | 0.08% |
| 52 | IWF | iShares Russell... | 419.42 | +0.96% | 378 | +0.27% | 151.72K | 215.61 | 0.08% |
| 53 | MTUM | iShares MSCI US... | 237.23 | +0.86% | 645 | +162.20% | 133.46K | 205.33 | 0.07% |
| 54 | SRE | Sempra | 74.89 | -0.18% | 1.42K | 0.00% | 124.12K | 77.34 | 0.06% |
| 55 | GOOG | Alphabet Inc. | 174.38 | +1.69% | 593 | +10.63% | 113K | 105.52 | 0.06% |
| 56 | IWN | iShares Russell... | 157.65 | +1.62% | 685 | 0.00% | 112.46K | 138.68 | 0.06% |
| 57 | EFV | iShares MSCI EA... | 63.08 | +1.07% | 2.09K | +653.79% | 109.56K | 53.14 | 0.06% |
| 58 | IJH | iShares Core S&... | 61.88 | +1.38% | 1.7K | 0.00% | 105.61K | 53.05 | 0.05% |
| 59 | PANW | Palo Alto Netwo... | 202.23 | -1.01% | 322 | +22.43% | 103.11K | 76.71 | 0.05% |
| 60 | IVW | iShares S&P 500... | 108.89 | +0.98% | 996 | -23.38% | 101.12K | 58.5 | 0.05% |
| 61 | VTI | Vanguard Total ... | 302.04 | +0.90% | 342 | +11.40% | 99.26K | 201.28 | 0.05% |
| 62 | VOOG | Vanguard S&P 50... | 392.75 | +0.99% | 256 | +31.96% | 93.71K | 261.01 | 0.05% |
| 63 | IJR | iShares Core S&... | 109.20 | +1.52% | 762 | +16.87% | 87.8K | 99.96 | 0.05% |
| 64 | GBTC | Grayscale Bitco... | 84.79 | -0.12% | 1.18K | 0.00% | 87.57K | 62.18 | 0.05% |
| 65 | DFUV | Dimensional US ... | 42.08 | +0.97% | 1.9K | +57.25% | 77.67K | 41.41 | 0.04% |
| 66 | SCHH | Schwab U.S. REI... | 20.98 | -0.07% | 3.45K | +6.85% | 72.61K | 23.03 | 0.04% |
| 67 | CAH | Cardinal Health... | 165.59 | +1.12% | 612 | 0.00% | 72.38K | 76.87 | 0.04% |
| 68 | PG | The Procter & G... | 158.66 | -0.19% | 427 | -6.36% | 71.59K | 156.49 | 0.04% |
| 69 | VBR | Vanguard Small ... | 195.46 | +1.41% | 341 | +143.57% | 67.58K | 182.01 | 0.04% |
| 70 | VV | Vanguard Large ... | 283.29 | +0.67% | 241 | 0.00% | 65K | 174.65 | 0.03% |
| 71 | AMGN | Amgen Inc. | 279.05 | -0.47% | 246 | -2.38% | 64.12K | 261.63 | 0.03% |
| 72 | JNJ | Johnson & Johns... | 152.17 | -0.07% | 432 | -6.49% | 62.4K | 170.96 | 0.03% |
| 73 | EQIX | Equinix, Inc. | 748.50 | -9.2% | 66 | -1.49% | 62.23K | 658.47 | 0.03% |
| 74 | BA | The Boeing Comp... | 202.60 | +1.86% | 350 | -0.28% | 61.95K | 190.49 | 0.03% |
| 75 | SCHF | Schwab Internat... | 21.89 | +1.08% | 3.28K | +100.00% | 60.68K | 18.64 | 0.03% |
| 76 | GILD | Gilead Sciences... | 107.67 | +1.65% | 651 | -46.02% | 60.17K | 85.23 | 0.03% |
| 77 | WMT | Walmart Inc. | 96.16 | -1.13% | 657 | 0.00% | 59.39K | 50.26 | 0.03% |
| 78 | ICF | iShares Cohen &... | 60.51 | -0.52% | 980 | 0.00% | 59.05K | 54.84 | 0.03% |
| 79 | VIG | Vanguard Divide... | 203.59 | +0.62% | 293 | 0.00% | 57.38K | 165.19 | 0.03% |
| 80 | SCZ | iShares MSCI EA... | 71.90 | +1.63% | 929 | +0.11% | 56.46K | 56.54 | 0.03% |
| 81 | SCHE | Schwab Emerging... | 30.16 | +0.72% | 2.03K | -10.14% | 54.04K | 23.71 | 0.03% |
| 82 | VOOV | Vanguard S&P 50... | 187.32 | +0.28% | 290 | 0.00% | 53.51K | 140.06 | 0.03% |
| 83 | V | Visa Inc. | 346.26 | +0.29% | 166 | -6.74% | 52.42K | 214.86 | 0.03% |
| 84 | GS | The Goldman Sac... | 687.95 | +2.70% | 85 | 0.00% | 48.67K | 495.11 | 0.03% |
| 85 | BAX | Baxter Internat... | 30.54 | -0.23% | 1.65K | 0.00% | 47.97K | 50.97 | 0.02% |
| 86 | VSS | Vanguard FTSE A... | 133.16 | +1.34% | 400 | 0.00% | 45.79K | 109.24 | 0.02% |
| 87 | GE | General Electri... | 251.50 | +0.64% | 271 | -4.91% | 45.25K | 58.85 | 0.02% |
| 88 | PSK | SPDR ICE Prefer... | 31.93 | +0.54% | 1.35K | 0.00% | 44.54K | 32.82 | 0.02% |
| 89 | VT | Vanguard Total ... | 127.47 | +0.95% | 377 | 0.00% | 44.29K | 86.19 | 0.02% |
| 90 | PFF | iShares Preferr... | 30.68 | +0.67% | 1.41K | 0.00% | 44.17K | 30.53 | 0.02% |
| 91 | IQLT | iShares MSCI In... | 42.80 | +0.93% | 1.1K | -11.25% | 40.98K | 41.49 | 0.02% |
| 92 | IWD | iShares Russell... | 192.93 | +0.76% | 216 | +0.47% | 39.98K | 152.41 | 0.02% |
| 93 | MRK | Merck & Co., In... | 78.92 | -0.94% | 400 | -4.08% | 39.79K | 111.05 | 0.02% |
| 94 | DVY | iShares Select ... | 131.96 | +0.98% | 300 | 0.00% | 39.39K | 124.22 | 0.02% |
| 95 | CVX | Chevron Corpora... | 144.42 | +0.83% | 266 | -26.72% | 38.53K | 168.24 | 0.02% |
| 96 | ABT | Abbott Laborato... | 133.70 | -2.69% | 340 | -6.34% | 38.46K | 111.21 | 0.02% |
| 97 | XLE | Energy Select S... | 85.73 | +1.41% | 443 | 0.00% | 37.95K | 87.47 | 0.02% |
| 98 | GLD | SPDR Gold Share... | 306.79 | -0.11% | 155 | 0.00% | 37.53K | 172.7 | 0.02% |
| 99 | VEU | Vanguard FTSE A... | 66.77 | +0.98% | 635 | +1.60% | 36.44K | 50.55 | 0.02% |
| 100 | AVUV | Avantis U.S. Sm... | 90.91 | +1.61% | 369 | +113.29% | 35.62K | 96.25 | 0.02% |
| 101 | HD | The Home Depot,... | 363.71 | +0.51% | 90 | 0.00% | 35.01K | 328.76 | 0.02% |
| 102 | ETN | Eaton Corporati... | 348.68 | +1.85% | 104 | 0.00% | 34.51K | 163.64 | 0.02% |
| 103 | WFC | Wells Fargo & C... | 79.98 | +1.15% | 486 | 0.00% | 34.14K | 41.94 | 0.02% |
| 104 | USMV | iShares MSCI US... | 92.69 | +0.37% | 383 | 0.00% | 34.01K | 72.1 | 0.02% |
| 105 | INDA | iShares MSCI In... | 55.70 | +1.26% | 636 | +0.63% | 33.48K | 43.31 | 0.02% |
| 106 | TXN | Texas Instrumen... | 206.37 | +0.48% | 178 | -6.32% | 33.38K | 167.82 | 0.02% |
| 107 | META | Meta Platforms,... | 726.45 | +2.51% | 52 | 0.00% | 30.45K | 572.42 | 0.02% |
| 108 | VBK | Vanguard Small ... | 275.93 | +1.40% | 108 | 0.00% | 30.25K | 200.53 | 0.02% |
| 109 | AVGO | Broadcom Inc. | 270.21 | +2.10% | 130 | -29.73% | 30.14K | 90.56 | 0.02% |
| 110 | AVDV | Avantis Interna... | 78.47 | +1.83% | 449 | +274.17% | 29.22K | 66.57 | 0.02% |
| 111 | SCHA | Schwab U.S. Sma... | 25.27 | +1.59% | 1.13K | +351.60% | 29.2K | 23.78 | 0.02% |
| 112 | OEF | iShares S&P 100... | 301.37 | +0.90% | 100 | 0.00% | 28.89K | 170.56 | 0.01% |
| 113 | CSCO | Cisco Systems, ... | 68.97 | +1.15% | 487 | +160.43% | 28.83K | 55.13 | 0.01% |
| 114 | BIDU | Baidu, Inc. | 86.52 | -0.15% | 325 | 0.00% | 27.4K | 114.38 | 0.01% |
| 115 | PGX | Invesco Preferr... | 11.15 | +0.77% | 2.37K | 0.00% | 27.33K | 11.18 | 0.01% |
| 116 | PGF | Invesco Financi... | 14.16 | +0.68% | 1.75K | +1.51% | 25.48K | 14.43 | 0.01% |
| 117 | NVR | NVR, Inc. | 7276.08 | +1.15% | 3 | +100.00% | 24.54K | 8178.67 | 0.01% |
| 118 | TECL | Direxion Daily ... | 91.43 | +2.16% | 270 | +100.00% | 24.45K | 90.55 | 0.01% |
| 119 | IWV | iShares Russell... | 348.00 | +0.88% | 73 | 0.00% | 24.36K | 273.74 | 0.01% |
| 120 | IYW | iShares U.S. Te... | 171.64 | +0.87% | 151 | 0.00% | 24.13K | 74.48 | 0.01% |
| 121 | GEV | GE Vernova Inc. | 506.71 | +0.80% | 72 | 0.00% | 23.68K | 173.57 | 0.01% |
| 122 | SGOL | abrdn Physical ... | 31.77 | -0.11% | 850 | 0.00% | 21.29K | 17.47 | 0.01% |
| 123 | WM | Waste Managemen... | 226.77 | -0.79% | 103 | 0.00% | 20.78K | 181.5 | 0.01% |
| 124 | MET | MetLife, Inc. | 79.99 | +1.11% | 250 | 0.00% | 20.47K | 72.36 | 0.01% |
| 125 | VNQI | Vanguard Global... | 46.05 | +1.02% | 517 | +100.00% | 20.45K | 39.56 | 0.01% |
| 126 | PJAN | Innovator U.S. ... | 43.83 | +0.53% | 481 | 0.00% | 20.32K | 33.28 | 0.01% |
| 127 | BAUG | Innovator U.S. ... | 45.65 | +0.76% | 456 | 0.00% | 19.87K | 30.03 | 0.01% |
| 128 | BLK | BlackRock, Inc. | 1031.27 | +1.30% | 19 | +850.00% | 19.48K | 1017.11 | 0.01% |
| 129 | BFEB | Innovator S&P 5... | 44.45 | +0.73% | 450 | 0.00% | 19.38K | 29.99 | 0.01% |
| 130 | FNDF | Schwab Fundamen... | 39.70 | +1.19% | 560 | +100.00% | 18.6K | 33.21 | < 0.01% |
| 131 | ED | Consolidated Ed... | 98.46 | +0.42% | 200 | -5.66% | 17.85K | 104.13 | < 0.01% |
| 132 | ISRG | Intuitive Surgi... | 534.45 | +2.46% | 34 | 0.00% | 17.75K | 356.56 | < 0.01% |
| 133 | BILS | SPDR Bloomberg ... | 99.40 | +0.02% | 178 | 0.00% | 17.65K | 99.58 | < 0.01% |
| 134 | MCK | McKesson Corpor... | 722.75 | +0.60% | 30 | +100.00% | 17.1K | 569.9 | < 0.01% |
| 135 | HON | Honeywell Inter... | 226.44 | +2.10% | 75 | -10.71% | 16.94K | 206.69 | < 0.01% |
| 136 | AVXC | American Centur... | 56.38 | +0.96% | 334 | 0.00% | 16.55K | 52.45 | < 0.01% |
| 137 | HPQ | HP Inc. | 24.75 | +0.90% | 500 | +100.00% | 16.32K | 32.63 | < 0.01% |
| 138 | QCOM | QUALCOMM Incorp... | 158.18 | +1.44% | 105 | -8.7% | 16.13K | 115.15 | < 0.01% |
| 139 | IBB | iShares Biotech... | 127.03 | +0.27% | 121 | -12.95% | 15.98K | 131.28 | < 0.01% |
| 140 | AIVL | WisdomTree U.S.... | 112.24 | +0.87% | 150 | 0.00% | 15.98K | 111.3 | < 0.01% |
| 141 | JPM | JPMorgan Chase ... | 288.83 | +1.68% | 65 | 0.00% | 15.58K | 176.58 | < 0.01% |
| 142 | VTHR | Vanguard Russel... | 270.20 | +0.93% | 59 | 0.00% | 15.32K | 171.75 | < 0.01% |
| 143 | JHMM | John Hancock Mu... | 60.69 | +0.64% | 252 | +100.00% | 15.05K | 59.73 | < 0.01% |
| 144 | CGDV | Capital Group D... | 39.30 | +1.00% | 424 | 0.00% | 14.95K | 23.76 | < 0.01% |
| 145 | BFOR | Barron's 400 ET... | 76.44 | +1.52% | 200 | 0.00% | 14.55K | 71.72 | < 0.01% |
| 146 | SCHG | Schwab U.S. Lar... | 28.88 | +0.87% | 512 | +300.00% | 14.27K | 13.89 | < 0.01% |
| 147 | DIS | The Walt Disney... | 121.64 | +1.86% | 128 | 0.00% | 14.25K | 92.67 | < 0.01% |
| 148 | IEI | iShares 3-7 Yea... | 119.01 | +0.24% | 123 | +100.00% | 14.21K | 115.54 | < 0.01% |
| 149 | KO | The Coca-Cola C... | 69.48 | -0.21% | 218 | -18.66% | 13.57K | 65.14 | < 0.01% |
| 150 | ZTS | Zoetis Inc. | 155.91 | -0.84% | 83 | +112.82% | 13.52K | 169.65 | < 0.01% |