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Dfpg Investments, Llc

Portfolio Manager
Dfpg Investments, Llc
Performance
0% (N/A)
AUM (13F)
$1.28B
# of Holdings
621
Performance Rank
N/A
Allocation (Top 20)
N/A

Dfpg Investments, Llc Holdings Map

Top 50 Dfpg Investments, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
3.98%276.7K$51.0M
+14.76%(+35.59K)
2022-Q4: 160.9K shares2023-Q1: 192.8K shares2023-Q2: 218.5K shares2023-Q3: 241.1K shares2023-Q4: 276.7K shares2023-12-31
NVDA
NVIDIA CORPORATION
3.01%81.2K$38.6M
+3.74%(+2.92K)
2022-Q4: 75.5K shares2023-Q1: 83.6K shares2023-Q2: 74.4K shares2023-Q3: 78.3K shares2023-Q4: 81.2K shares2023-12-31
MSFT
MICROSOFT CORP
2.33%80.6K$29.9M
+20.10%(+13.49K)
2022-Q4: 44.1K shares2023-Q1: 56.3K shares2023-Q2: 62.7K shares2023-Q3: 67.1K shares2023-Q4: 80.6K shares2023-12-31
AMZN
AMAZON COM INC
2.33%201.1K$29.9M
+14.23%(+25.04K)
2022-Q4: 108.9K shares2023-Q1: 114.1K shares2023-Q2: 167.1K shares2023-Q3: 176.0K shares2023-Q4: 201.1K shares2023-12-31
INDA
ISHARES TR
1.82%480.0K$23.3M
-1.76%(-8.60K)
2023-Q2: 418.2K shares2023-Q3: 488.6K shares2023-Q4: 480.0K shares2023-12-31
IVV
ISHARES TR
1.73%47.0K$22.2M
+11.86%(+4.99K)
2022-Q4: 6.7K shares2023-Q1: 19.5K shares2023-Q2: 27.1K shares2023-Q3: 42.1K shares2023-Q4: 47.0K shares2023-12-31
BND
VANGUARD BD INDEX FDS
1.67%291.3K$21.4M
+184.73%(+188.99K)
2022-Q4: 176.1K shares2023-Q1: 194.5K shares2023-Q2: 109.1K shares2023-Q3: 102.3K shares2023-Q4: 291.3K shares2023-12-31
AMD
ADVANCED MICRO DEVICES INC
1.4%132.3K$17.9M
-0.22%(-285)
2022-Q4: 42.5K shares2023-Q1: 62.0K shares2023-Q2: 69.8K shares2023-Q3: 132.6K shares2023-Q4: 132.3K shares2023-12-31
BKLN
INVESCO EXCH TRADED FD TR II
1.29%778.5K$16.5M
+789.62%(+691.03K)
2023-Q3: 87.5K shares2023-Q4: 778.5K shares2023-12-31
META
META PLATFORMS INC
1.28%47.6K$16.4M
+2.90%(+1.34K)
2022-Q4: 32.8K shares2023-Q1: 38.4K shares2023-Q2: 44.1K shares2023-Q3: 46.2K shares2023-Q4: 47.6K shares2023-12-31

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