StockDriftsStockDriftsTop 50 Tmd Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | 15.52% | 441.2K | $70.8M | +4.92%(+20.69K) | — | 2024-06-30 | |
| VUG | VANGUARD INDEX FDS | 12.58% | 153.5K | $57.4M | -1.59%(-2.48K) | — | 2024-06-30 | |
| CRDT | SIMPLIFY EXCHANGE TRADED FUN | 10.41% | 1.92M | $47.5M | +4.45%(+81.89K) | — | 2024-06-30 | |
| QUAL | ISHARES TR | 9.17% | 245.0K | $41.8M | +0.64%(+1.55K) | — | 2024-06-30 | |
| DGRW | WISDOMTREE TR | 6.35% | 371.1K | $29.0M | +79.62%(+164.51K) | — | 2024-06-30 | |
| BTAL | AGF INVTS TR | 5.41% | 1.26M | $24.7M | +167.80%(+788.13K) | — | 2024-06-30 | |
| IAU | ISHARES GOLD TR | 5.36% | 556.5K | $24.4M | +101.13%(+279.81K) | — | 2024-06-30 | |
| JMBS | JANUS DETROIT STR TR | 4.2% | 429.3K | $19.2M | new | — | 2024-06-30 | |
| BILS | SPDR SER TR | 4.17% | 191.3K | $19.0M | +0.75%(+1.42K) | — | 2024-06-30 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 3.22% | 291.0K | $14.7M | +2.65%(+7.51K) | — | 2024-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Tmd Wealth Management, Llc reports $456.15M in US-listed equity holdings across 56 positions in its most recent 13F filing. Its largest disclosed positions are VTV (15.5%), VUG (12.6%) and CRDT (10.4%). Figures reflect the Q2 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Tmd Wealth Management, Llc, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Tmd Wealth Management, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1842820). View Tmd Wealth Management, Llc’s 13F filings on SEC