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JDM Financial Group

Latest statistics and disclosures from JDM Financial Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, IVV, SPDW, VO, VB, and represent 56.88% of JDM Financial Group's stock portfolio.
Added to shares of these 10 stocks: SPDW, VOO, QQQ, VO, SPYG, VB, QQQM, IVV, URTH, SPEM.
Started 6 new stock positions in AGG, Medtech Acquisition Corp, URTH, QQQM, JHMM, GBTC.
Reduced shares in these 10 stocks: DIA, SO, AAPL, NVDA, VWO, SPY, DVY, EFA, MDY, GOOGL.
Sold out of its positions in Etf Managers Tr tierra xp latin, FRCB, SO.
JDM Financial Group was a net buyer of stock by $7.5M.
JDM Financial Group has $137M in assets under management (AUM), dropping by 13.80%.
Central Index Key (CIK): 0001960212

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Portfolio Holdings for JDM Financial Group

JDM Financial Group holds 213 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard S&p 500 Etf Etf (VOO)	25.0	$34M	+2%	71k	480.70	View chart
Ishares S&p 500 Index Etf (IVV)	12.3	$17M	+3%	32k	525.73	View chart
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	7.4	$10M	+11%	285k	35.84	View chart
Vanguard Mid Cap Etf (VO)	6.2	$8.4M	+10%	34k	249.86	View chart
Vanguard Small-cap Etf Etf (VB)	5.9	$8.2M	+9%	36k	228.59	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	4.3	$5.9M		11k	523.08	View chart
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	4.2	$5.8M	+15%	79k	73.15	View chart
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	3.5	$4.9M	+8%	97k	50.10	View chart
Spdr Portfolio S&p 500 Etf Etf (SPLG)	3.4	$4.7M		77k	61.53	View chart
Spdr Portfolio Emerging Markets Etf Etf (SPEM)	3.3	$4.5M	+9%	125k	36.19	View chart
Vanguard Reit Index Etf Etf (VNQ)	2.8	$3.9M	+6%	45k	86.48	View chart
Apple Stock (AAPL)	2.6	$3.5M	-3%	21k	171.48	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	2.3	$3.1M		62k	50.17	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	2.3	$3.1M	-2%	74k	41.77	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	1.5	$2.1M		28k	74.22	View chart
Nvidia Corporation Stock (NVDA)	0.8	$1.1M	-9%	1.2k	903.28	View chart
Powershares Qqq Tr Etf (QQQ)	0.7	$973k	+467%	2.2k	443.92	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.7	$939k		18k	51.60	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.7	$918k		4.4k	210.29	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	0.5	$710k	NEW	3.9k	182.69	View chart
Spdr Dow Jones Industrial Etf Etf (DIA)	0.5	$705k	-27%	1.8k	397.87	View chart
Simon Property Group Reit (SPG)	0.4	$578k		3.7k	156.48	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.4	$577k	-4%	7.2k	79.86	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.4	$537k		8.6k	62.06	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.4	$485k	-3%	12k	41.08	View chart
Ishares Ibonds Dec 2028 Term Treasury Etf Etf (IBTI)	0.3	$461k	+12%	21k	21.93	View chart
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)	0.3	$457k	+12%	19k	23.94	View chart
Ishares Msci World Etf Etf (URTH)	0.3	$444k	NEW	3.1k	144.91	View chart
Exxon Mobil Corp Stock (XOM)	0.3	$408k		3.5k	116.24	View chart
Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.3	$384k	-6%	689.00	556.56	View chart
Amazon.com Stock (AMZN)	0.3	$378k		2.1k	180.36	View chart
Technology Select Sector Spdr Etf (XLK)	0.2	$335k	+83%	1.6k	208.24	View chart
Ishares Core Conservative Allocation Etf Etf (AOK)	0.2	$334k	+20%	9.1k	36.83	View chart
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.2	$330k		7.7k	43.04	View chart
Google Stock (GOOGL)	0.2	$316k	-7%	2.1k	150.93	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.2	$314k	+37%	746.00	420.52	View chart
Microsoft Stock (MSFT)	0.2	$291k		691.00	420.72	View chart
Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD)	0.2	$262k		4.9k	53.34	View chart
Vanguard Growth Etf Etf (VUG)	0.2	$256k		744.00	344.20	View chart
Vanguard Value Etf Etf (VTV)	0.2	$230k	-7%	1.4k	162.85	View chart
Vanguard Large-cap Etf Etf (VV)	0.2	$218k		910.00	239.81	View chart
Ishares Russell 2000 Value Etf (IWN)	0.1	$202k		1.3k	158.84	View chart
Airbnb Inc Com Cl A Stock (ABNB)	0.1	$197k		1.2k	164.96	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.1	$179k		1.4k	131.98	View chart
Ishares Msci Eafe Small Cap Etf Etf (SCZ)	0.1	$133k		2.1k	63.33	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$127k		376.00	337.43	View chart
Costco Wholesale Corp Stock (COST)	0.1	$127k		173.00	732.60	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$110k		1.3k	84.44	View chart
Sempra Energy Stock (SRE)	0.1	$101k		1.4k	71.83	View chart
Gilead Sciences Stock (GILD)	0.1	$85k		1.2k	73.27	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.1	$84k		320.00	260.92	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.1	$80k		307.00	259.90	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.1	$78k		405.00	191.88	View chart
Grayscale Bitcoin Trust Etf (GBTC)	0.1	$75k	NEW	1.2k	63.17	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.1	$74k	-7%	483.00	152.26	View chart
Palo Alto Networks Stock (PANW)	0.1	$73k		258.00	283.97	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	0.1	$72k		2.8k	25.25	View chart
Boeing Stock (BA)	0.1	$71k		370.00	192.99	View chart
Baxter Intl Stock (BAX)	0.1	$70k		1.6k	42.74	View chart
Amgen Stock (AMGN)	0.1	$70k		246.00	284.31	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.1	$69k	-23%	626.00	110.59	View chart
Cardinal Health Stock (CAH)	0.0	$69k		612.00	111.90	View chart
Schwab International Equity Etf Etf (SCHF)	0.0	$64k	+156%	1.6k	39.02	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.0	$64k	+400%	1.1k	60.74	View chart
Vanguard S&p 500 Growth Etf Etf (VOOG)	0.0	$59k	+21%	194.00	304.71	View chart
Procter And Gamble Stock (PG)	0.0	$57k		352.00	162.25	View chart
Ishares Cohen & Steers Reit Etf Etf (ICF)	0.0	$57k		980.00	57.70	View chart
Equinix Reit (EQIX)	0.0	$55k		66.00	825.33	View chart
Merck & Co Stock (MRK)	0.0	$53k		400.00	131.95	View chart
Vanguard S&p 500 Value Etf Etf (VOOV)	0.0	$52k		290.00	180.47	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.0	$50k		623.00	80.69	View chart
Ge Aerospace Stock (GE)	0.0	$48k		271.00	175.72	View chart
Spdr Ice Preferred Securities Etf Etf (PSK)	0.0	$47k		1.4k	34.87	View chart
Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS)	0.0	$47k		400.00	116.84	View chart
Visa Stock (V)	0.0	$46k		166.00	278.87	View chart
Ishares Tr S&p 100 Index Fund Etf (OEF)	0.0	$46k		185.00	247.41	View chart
Ishares S&p U.s. Preferred Stock Etf Etf (PFF)	0.0	$45k		1.4k	32.23	View chart
Johnson & Johnson Stock (JNJ)	0.0	$45k		282.00	157.91	View chart
Energy Select Sector Spdr Etf (XLE)	0.0	$42k		443.00	94.41	View chart
Vanguard Total World Stock Etf Etf (VT)	0.0	$42k		377.00	110.50	View chart
Perspective Therapeutics Stock (CATX)	0.0	$42k		35k	1.19	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.0	$38k		213.00	178.95	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.0	$37k		618.00	60.34	View chart
Chevron Corp Stock (CVX)	0.0	$37k		232.00	157.74	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.0	$36k		617.00	58.68	View chart
Walmart Stock (WMT)	0.0	$36k	+199%	599.00	60.20	View chart
Baidu Adr (BIDU)	0.0	$34k		325.00	105.28	View chart
Ishares Msci India Etf Etf (INDA)	0.0	$33k	+18%	632.00	51.59	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.0	$32k		383.00	83.58	View chart
Spdr Gold Etf Etf (GLD)	0.0	$32k		155.00	205.72	View chart
Eaton Corp Stock (ETN)	0.0	$31k		100.00	312.68	View chart
Texas Instrs Stock (TXN)	0.0	$31k		178.00	174.21	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$30k		164.00	182.61	View chart
Home Depot Stock (HD)	0.0	$30k		77.00	383.60	View chart
Invesco Preferred Etf Etf (PGX)	0.0	$28k		2.4k	11.88	View chart
Ishares Select Dividend Etf Etf (DVY)	0.0	$28k	-52%	225.00	123.18	View chart
Abbott Labs Stock (ABT)	0.0	$27k		240.00	113.66	View chart
Wells Fargo Stock (WFC)	0.0	$27k		465.00	57.96	View chart
Invesco Financial Preferred Etf Etf (PGF)	0.0	$26k		1.7k	15.24	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.0	$22k		238.00	92.72	View chart
Ishares Russell 3000 Etf Etf (IWV)	0.0	$22k		73.00	299.56	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.0	$21k		168.00	125.32	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.0	$20k		151.00	135.32	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.0	$20k		172.00	115.30	View chart
Ishares Biotechnology Etf Etf (IBB)	0.0	$19k		139.00	137.14	View chart
Innovator U.s. Equity Power Buffer Etf - January Etf (PJAN)	0.0	$19k		481.00	39.11	View chart
Metlife Stock (MET)	0.0	$19k		250.00	74.11	View chart
Abrdn Physical Gold Shares Etf Etf (SGOL)	0.0	$18k		850.00	21.24	View chart
Ishares Europe Etf Etf (IEV)	0.0	$18k		323.00	55.60	View chart
Qualcomm Stock (QCOM)	0.0	$18k		105.00	169.29	View chart
Novo-nordisk A S Adr (NVO)	0.0	$18k		95.00	186.61	View chart
Innovator U.s. Equity Buffer Etf - August Etf (BAUG)	0.0	$18k		456.00	38.87	View chart
Spdr Bloomberg 3-12 Month T-bill Etf Etf (BILS)	0.0	$18k		178.00	99.42	View chart
Innovator U.s. Equity Buffer Etf - February Etf (BFEB)	0.0	$18k		450.00	39.28	View chart
Broadcom Stock (AVGO)	0.0	$17k		13.00	1325.38	View chart
Advanced Micro Devices Stock (AMD)	0.0	$16k		89.00	180.49	View chart
Conocophillips Stock (COP)	0.0	$16k		126.00	127.28	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.0	$15k	+24%	311.00	49.24	View chart
Ishares Russell Midcap Growth Etf Etf (IWP)	0.0	$15k		134.00	113.82	View chart
Asml Holding N V N Y Registry Adr (ASML)	0.0	$15k		15.00	970.67	View chart
Capital Group Dividend Value Etf Etf (CGDV)	0.0	$14k		424.00	32.50	View chart
Vanguard Russell 3000 Etf Etf (VTHR)	0.0	$14k		59.00	232.97	View chart
Synopsys Stock (SNPS)	0.0	$14k	+41%	24.00	571.50	View chart
Coca Cola Stock (KO)	0.0	$13k		218.00	61.18	View chart
India Fund Cef (IFN)	0.0	$13k	+4%	646.00	20.47	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.0	$13k		160.00	81.43	View chart
Edwards Lifesciences Corp Stock (EW)	0.0	$13k		135.00	95.56	View chart
Unitedhealth Group Stock (UNH)	0.0	$13k		26.00	494.69	View chart
Industrial Select Sector Spdr Etf (XLI)	0.0	$13k		100.00	125.96	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.0	$12k		161.00	75.98	View chart
Ishares Inc Msci Hong Kong Index Etf (EWH)	0.0	$12k		767.00	15.54	View chart
Cambria Shareholder Yield Etf Etf (SYLD)	0.0	$12k		162.00	73.27	View chart
Eli Lilly & Co Stock (LLY)	0.0	$12k		15.00	777.93	View chart
Intuitive Surgical Stock (ISRG)	0.0	$12k		29.00	399.10	View chart
Ishares Msci India Small Cap Etf Etf (SMIN)	0.0	$11k		163.00	70.20	View chart
Waste Management Stock (WM)	0.0	$11k		53.00	213.15	View chart
Oreilly Automotive Stock (ORLY)	0.0	$11k		10.00	1128.90	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.0	$11k	NEW	112.00	97.94	View chart
Constellation Energy Corp Stock (CEG)	0.0	$11k		58.00	184.84	View chart
Target Corp Stock (TGT)	0.0	$11k		60.00	177.22	View chart
Invesco Aerospace & Defense Etf Etf (PPA)	0.0	$10k		101.00	101.79	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.0	$10k		38.00	267.92	View chart
Cvs Health Corp Stock (CVS)	0.0	$9.7k		122.00	79.76	View chart
Mastercard Stock (MA)	0.0	$9.7k		20.00	486.45	View chart
Discover Financial Services Stock (DFS)	0.0	$9.3k		71.00	131.08	View chart
Mcdonalds Corp Stock (MCD)	0.0	$9.3k		33.00	281.94	View chart
Disney Walt Stock (DIS)	0.0	$9.2k		75.00	122.36	View chart
Horizon Kinetics Inflation Beneficiaries Etf Etf (INFL)	0.0	$8.9k		273.00	32.56	View chart
Interpublic Group Cos Stock (IPG)	0.0	$8.9k		272.00	32.63	View chart
Northrop Grumman Corp Stock (NOC)	0.0	$8.8k		18.00	488.00	View chart
Adobe Stock (ADBE)	0.0	$8.6k		17.00	504.65	View chart
Jpmorgan Ultra-short Income Etf Ultra Short Income Fund Etf (JPST)	0.0	$8.3k		164.00	50.45	View chart
Ge Healthcare Technologies Stock (GEHC)	0.0	$8.2k		90.00	90.98	View chart
T-mobile Us Stock (TMUS)	0.0	$8.2k		50.00	163.22	View chart
Alibaba Group Hldg Adr (BABA)	0.0	$8.0k		110.00	72.36	View chart
Centene Corp Del Stock (CNC)	0.0	$7.8k		100.00	78.48	View chart
Cisco Sys Stock (CSCO)	0.0	$7.7k		155.00	49.90	View chart
Cme Group Stock (CME)	0.0	$7.5k		35.00	215.29	View chart
Automatic Data Processing Stock (ADP)	0.0	$7.5k		30.00	249.73	View chart
Spdr S&p Aerospace & Defense Etf Etf (XAR)	0.0	$7.4k		53.00	140.51	View chart
John Hancock Multifactor Mid Cap Etf Etf (JHMM)	0.0	$7.3k	NEW	128.00	57.38	View chart
Travelers Companies Stock (TRV)	0.0	$6.9k		30.00	230.13	View chart
Philip Morris Intl Stock (PM)	0.0	$6.9k		75.00	91.63	View chart
Rtx Corporation Stock (RTX)	0.0	$6.7k		69.00	97.54	View chart
Booz Allen Hamilton Hldg Corp Cl A Stock (BAH)	0.0	$6.7k		45.00	148.44	View chart
Exelon Corp Stock (EXC)	0.0	$6.6k		176.00	37.57	View chart
Global X Robotics & Artificial Intelligence Etf Etf (BOTZ)	0.0	$6.5k		205.00	31.87	View chart
Mastec Stock (MTZ)	0.0	$6.5k		70.00	93.26	View chart
Sprott Stock (SII)	0.0	$6.5k		175.00	36.96	View chart
Consumer Staples Select Sector Spdr Fund Etf (XLP)	0.0	$6.4k		84.00	76.36	View chart
Affirm Hldgs Inc Com Cl A Stock (AFRM)	0.0	$6.2k		167.00	37.26	View chart
Sprott Uranium Miners Etf Etf (URNM)	0.0	$6.1k		124.00	49.29	View chart
Ishares Msci Europe Small-cap Etf Etf (IEUS)	0.0	$6.1k		108.00	56.56	View chart
Netflix Stock (NFLX)	0.0	$6.1k		10.00	607.40	View chart
Waste Connections Stock (WCN)	0.0	$5.8k		34.00	172.00	View chart
Jpmorgan Chase & Co Stock (JPM)	0.0	$5.8k		29.00	200.31	View chart
Jd.com Inc Spon Adr Cl A Adr (JD)	0.0	$5.7k		207.00	27.44	View chart
Zoetis Inc Cl A Stock (ZTS)	0.0	$5.6k		33.00	169.21	View chart
Ishares Robotics And Artificial Intelligence Multisector Etf Etf (IRBO)	0.0	$5.6k		162.00	34.44	View chart
Sunrun Stock (RUN)	0.0	$5.3k		400.00	13.18	View chart
U.s. Global Jets Etf Etf (JETS)	0.0	$5.3k		250.00	21.01	View chart
Trisalus Life Sciences Stock	0.0	$5.2k	NEW	530.00	9.75	View chart
Caterpillar Stock (CAT)	0.0	$5.1k		14.00	366.43	View chart
Danaher Corporation Stock (DHR)	0.0	$5.0k		20.00	249.70	View chart
Sprott Physical Gold & Silver Tr Unit Cef (CEF)	0.0	$4.7k		230.00	20.34	View chart
Dbx Etf Trust - Xtrackers International Real Estate Etf Etf (HAUZ)	0.0	$4.6k		211.00	21.65	View chart
Starbucks Corp Stock (SBUX)	0.0	$4.6k		50.00	91.36	View chart
Union Pac Corp Stock (UNP)	0.0	$4.4k		18.00	245.94	View chart
Enstar Group Stock (ESGR)	0.0	$4.4k		14.00	310.71	View chart
American Tower Corp Reit (AMT)	0.0	$4.0k		20.00	197.60	View chart
Brown & Brown Stock (BRO)	0.0	$3.9k		45.00	87.53	View chart
Spdr S&p 600 Small Cap Growth Etf Etf (SLYG)	0.0	$3.9k		45.00	87.24	View chart
Viper Energy Inc Cl A Stock (VNOM)	0.0	$3.8k		100.00	38.49	View chart
Market Vectors Etf Trust Agribusiness Etf (MOO)	0.0	$3.8k		50.00	75.14	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.0	$3.6k		50.00	72.64	View chart
Dimensional International Small Cap Value Etf Etf (DISV)	0.0	$3.5k		129.00	27.19	View chart
Quanta Svcs Stock (PWR)	0.0	$3.4k		13.00	259.77	View chart
Moderna Stock (MRNA)	0.0	$3.2k		30.00	106.57	View chart
Lockheed Martin Corp Stock (LMT)	0.0	$3.2k		7.00	454.86	View chart
Invesco Kbw Property & Casualty Insurance Etf Etf (KBWP)	0.0	$3.1k		29.00	107.76	View chart
Cree Stock (WOLF)	0.0	$3.0k		100.00	29.50	View chart
Nextera Energy Stock (NEE)	0.0	$2.9k		45.00	63.91	View chart
Global X Lithium & Battery Tech Etf Etf (LIT)	0.0	$2.8k		61.00	45.52	View chart
Citigroup Stock (C)	0.0	$2.4k		38.00	63.24	View chart
Vanguard European Etf (VGK)	0.0	$2.2k		33.00	66.82	View chart
Utilities Select Sector Spdr Fund Etf (XLU)	0.0	$2.2k		33.00	65.64	View chart
Carnival Corp Paired Ctf Stock (CCL)	0.0	$1.6k		100.00	16.34	View chart
Powershares Wilderhill Clean Energy Etf (PBW)	0.0	$1.6k		69.00	22.91	View chart
Ford Motor Company Stock (F)	0.0	$1.1k		80.00	13.28	View chart
Vitesse Energy Stock (VTS)	0.0	$403.000300		17.00	23.71	View chart
Quince Therapeutics Stock (QNCX)	0.0	$359.992000		340.00	1.06	View chart
The Realreal Stock (REAL)	0.0	$113.001400		29.00	3.90	View chart
Ishares Global 100 Etf Etf (IOO)	0.0	$0		0	0.00	View chart

Past Filings by JDM Financial Group

SEC 13F filings are viewable for JDM Financial Group going back to 2022

JDM Financial Group 2024 Q1 filed May 9, 2024
JDM Financial Group 2023 Q4 filed Feb. 5, 2024
JDM Financial Group 2023 Q3 filed Nov. 16, 2023
JDM Financial Group 2023 Q2 filed Aug. 7, 2023
JDM Financial Group 2023 Q1 filed May 9, 2023
JDM Financial Group 2022 Q4 restated filed Jan. 18, 2023
JDM Financial Group 2022 Q4 filed Jan. 11, 2023

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