Dkm-Wealth-Management
AI_NATIVE detailed information: This accession holds the following tickers:[ "GOOGL", "JQC", "ABCL", "MFIC", null, null, null, null, "NAC", "RMT", "NCA", "JOF", null, "NKX", null, null, null, "MSFT", null, "WIW", "IJR", "IVV", "AAPL", "SPY", "NVDA", "LMT", null, "KEYS", "IEFA", "RIO", "GLD", "VNQ", null, "VWO", null, "TBLD", "IEF", null, "AMZN", "VEA", "VOO", "WFC", "SCHD", "BRK-B", "QQQ", "IWM", "TSLA", "ITOT", "VTI" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-11
- Total Holdings
- 49
- Total Value
- 91634387
- Accession Number
- 0001085146-25-002066
- Form Type
- 13F-HR
- Manager Name
- Dkm-Wealth-Management
Data Enrichment
73% identified36 identified13 unidentified
Holdings
49 positions
Manager:
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92790A504
Shares:15.7K
Value:$575.7K
92189F411
Shares:22.4K
Value:$375.4K
464287176
Shares:2.4K
Value:$267.9K
78467V848
Shares:6.1K
Value:$244.8K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
1.6K | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $726.4K | YoY- | |
(cusip92790A504)✕ | 15.7K | YoY- | All Managers (Combined) | $575.7K | YoY- |
7.6K | QoQ +0.35% (+27)YoY- | All Managers (Combined) | $545.1K | YoY- | |
NVIDIA CORP(NVDAcusip67066G104) | 4.6K | QoQ +2.88% (-129)YoY- | All Managers (Combined) | $498.0K | YoY- |
4.7K | QoQ -3.18% (-154)YoY- | All Managers (Combined) | $490.0K | YoY- | |
17.5K | QoQ -0.88% (-157)YoY- | All Managers (Combined) | $489.4K | YoY- | |
5.4K | QoQ -1.82% (-100)YoY- | All Managers (Combined) | $486.7K | YoY- | |
MICROSOFT CORP(MSFTcusip594918104) | 1.3K | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $485.9K | YoY- |
5.1K | QoQ -3.13% (-164)YoY- | All Managers (Combined) | $484.0K | YoY- | |
889 | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $456.9K | YoY- | |
Tesla, Inc.(TSLAcusip88160R101) | 1.6K | YoY- | All Managers (Combined) | $416.8K | YoY- |
(cusip92189F411)✕ | 22.4K | QoQ 0.00% (+0)YoY- | All Managers (Combined) | $375.4K | YoY- |
7.4K | QoQ 0.00% (+0)YoY- | All Managers (Combined) | $337.0K | YoY- | |
Alphabet Inc.(GOOGLcusip02079K305) | 2.1K | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $331.2K | YoY- |
23.5K | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $302.2K | YoY- | |
34.0K | QoQ 0.00% (+0)YoY- | All Managers (Combined) | $285.3K | YoY- | |
(cusip464287176)✕ | 2.4K | QoQ 0.00% (+0)YoY- | All Managers (Combined) | $267.9K | YoY- |
495 | YoY- | All Managers (Combined) | $263.7K | YoY- | |
3.3K | QoQ 0.00% (+0)YoY- | All Managers (Combined) | $251.6K | YoY- | |
(cusip78467V848)✕ | 6.1K | QoQ 0.00% (+0)YoY- | All Managers (Combined) | $244.8K | YoY- |