Portfolio (Quarterly)
Guide ↗
JDM Financial Group LLC
· CIK 0001960212| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | UNH | UNITEDHEALTH GROUP INC COM | Healthcare | 32 | $11K | 0.01% | SOLD |
| 22 | DHI | D R HORTON INC COM | Consumer Cyclical | 63 | $11K | 0.00% | SOLD |
| 23 | MCD | MCDONALDS CORP COM | Consumer Cyclical | 33 | $10K | 0.00% | SOLD |
| 24 | KO | COCA COLA CO COM | Consumer Defensive | 145 | $10K | 0.00% | SOLD |
| 25 | CME | CME GROUP INC COM | Financial Services | 35 | $9K | 0.00% | SOLD |
| 26 | CEF | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN | Financial Services | 230 | $8K | 0.00% | SOLD |
| 27 | SNPS | SYNOPSYS INC COM | Technology | 17 | $8K | 0.00% | SOLD |
| 28 | TRV | TRAVELERS COMPANIES INC COM | Financial Services | 30 | $8K | 0.00% | SOLD |
| 29 | URNM | SPROTT URANIUM MINERS ETF | — | 124 | $7K | 0.00% | SOLD |
| 30 | CVS | CVS HEALTH CORP COM | Healthcare | 90 | $7K | 0.00% | SOLD |
| 31 | MS | MORGAN STANLEY COM NEW | Financial Services | 38 | $6K | 0.00% | SOLD |
| 32 | ADBE | ADOBE INC COM | Technology | 17 | $6K | 0.00% | SOLD |
| 33 | CNC | CENTENE CORP DEL COM | Healthcare | 100 | $6K | 0.00% | SOLD |
| 34 | NVO | NOVO-NORDISK A S ADR | Healthcare | 95 | $5K | 0.00% | SOLD |
| 35 | TFC | TRUIST FINL CORP COM | Financial Services | 115 | $5K | 0.00% | SOLD |
| 36 | NOC | NORTHROP GRUMMAN CORP COM | Industrials | 8 | $5K | 0.00% | SOLD |
| 37 | — | ENSTAR GROUP LIMITED SHS | — | 14 | $5K | 0.00% | SOLD |
| 38 | DISV | DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | — | 129 | $5K | 0.00% | SOLD |
| 39 | SNOW | SNOWFLAKE INC COM SHS | Technology | 20 | $5K | 0.00% | SOLD |
| 40 | BAH | BOOZ ALLEN HAMILTON HLDG CORP CL A | Industrials | 45 | $4K | 0.00% | SOLD |
Sector Allocation
Financial Services
41.4%
Technology
36.9%
Consumer Cyclical
4.9%
Communication Services
4.8%
Real Estate
3.3%
Energy
2.4%
Healthcare
2.3%
Consumer Defensive
1.5%
Industrials
1.3%
Utilities
1.1%