JDM Financial Group LLC
Top Portfolio Positions
167 positions ·
$19,070,980 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| SPY |
Spdr S&P 500 Etf Trust
|
8,838 | $5,747,704 | 30.14% |
| AAPL |
Apple Inc.
Technology
|
19,310 | $4,900,684 | 25.70% |
| NVDA |
Nvidia Corp
Technology
|
8,425 | $1,469,320 | 7.70% |
| DIA |
Spdr Dow Jones Industrial Average Etf Trust
|
1,505 | $697,100 | 3.66% |
| QQQ |
Invesco Qqq Trust, Series 1
|
1,093 | $630,857 | 3.31% |
| SPG |
Simon Property Group Inc.
Real Estate
|
3,361 | $626,927 | 3.29% |
| XOM |
Exxon Mobil Corp
Energy
|
3,506 | $594,827 | 3.12% |
| GOOGL |
Alphabet Inc.
Communication Services
|
1,957 | $562,754 | 2.95% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
2,608 | $543,168 | 2.85% |
| MSFT |
Microsoft Corp
Technology
|
635 | $235,057 | 1.23% |
Holdings in NEM
Export CSV
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,660 | 80 | Shares | Sole | 2026-05-21 | |
| No quarters match your search. | ||||||