StockDriftsStockDriftsTop 50 Db Wealth Management Group, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | SPDR S&P | 15.17% | 56.2K | $26.7M | +895.99%(+50.55K) | — | 2023-12-31 | |
| EFA | ISHARES MSCI | 5.98% | 139.7K | $10.5M | +2.24%(+3.06K) | — | 2023-12-31 | |
| CGDV | CAPITAL GROUP | 5.77% | 340.4K | $10.2M | +16.88%(+49.16K) | — | 2023-12-31 | |
| VTI | VANGUARD TOTAL | 5.04% | 37.4K | $8.9M | +45.18%(+11.65K) | — | 2023-12-31 | |
| IJH | ISHARES CORE | 4.37% | 27.8K | $7.7M | +14.26%(+3.47K) | — | 2023-12-31 | |
| ILCG | ISHARES MORNINGSTAR | 3.93% | 102.1K | $6.9M | +23.33%(+19.31K) | — | 2023-12-31 | |
| DWM | WISDOMTREE DEFA | 2.74% | 92.0K | $4.8M | +0.29%(+270) | — | 2023-12-31 | |
| FV | FIRST TRUST | 2.65% | 90.4K | $4.7M | -30.78%(-40.20K) | — | 2023-12-31 | |
| QQQ | INVESCO QQQ | 2.43% | 10.4K | $4.3M | +21.31%(+1.83K) | — | 2023-12-31 | |
| RSP | INVESCO S&P | 2.05% | 22.9K | $3.6M | -87.12%(-154.73K) | — | 2023-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Db Wealth Management Group, Llc reports $176.10M in US-listed equity holdings across 370 positions in its most recent 13F filing. Its largest disclosed positions are SPY (15.2%), EFA (6.0%) and CGDV (5.8%). Figures reflect the Q4 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Db Wealth Management Group, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1843991). View Db Wealth Management Group, Llc’s 13F filings on SEC