JDM Financial Group LLC
Top Portfolio Positions
168 positions ·
$35,698,829 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
26,960 | $16,627,849 | 46.58% | |
| SPY |
Spdr S&P 500 ETF Trust
|
8,838 | $5,747,704 | 16.10% | |
| AAPL |
Apple Inc.
Technology
|
19,310 | $4,900,684 | 13.73% | |
| NVDA |
Nvidia Corp
Technology
|
8,425 | $1,469,320 | 4.12% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
1,505 | $697,100 | 1.95% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
1,093 | $630,857 | 1.77% | |
| SPG |
Simon Property Group Inc.
Real Estate
|
3,361 | $626,927 | 1.76% | |
| XOM |
Exxon Mobil Corp
Energy
|
3,506 | $594,827 | 1.67% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
1,957 | $562,754 | 1.58% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
2,608 | $543,168 | 1.52% |
Portfolio Trend
Holdings in IFN
Shares Held
Position Value (USD)
14 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,890 | 432 | Shares | Sole | 2026-05-21 | |
| 2025-12-31 | $5,346 | 390 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $5,713 | 390 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $12,529 | 758 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $11,654 | 739 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $10,710 | 680 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $12,933 | 680 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $11,537 | 646 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $13,223 | 646 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $11,284 | 617 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $10,748 | 617 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $10,242 | 617 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $9,108 | 602 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $7,834 | 529 | Shares | Sole | 2023-01-18 | |
| No 13F history on record for this holder in this stock. | ||||||