Fund HoldingsDMC Group, LLC

Total Portfolio Value
$122.76M
Total Bought
$15.42M
Total Sold
$15.75M
Net Transaction
-$322.4K
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
UNITED CMNTY BKS BLAIRSVLE GA COM(UCB)45,196134,343+89,1471,4603,7793.08%+2,319
ISHARES 0-3 MONTH TREASURY BOND ETF018,142+18,14201,8261.49%+1,826
ISHARES GOLD TRUST(IAU)034,824+34,82402,0531.67%+2,053
ISHARES 1-5YR CORPORATE BOND ETF056,819+56,81902,9762.42%+2,976
ISHARES CORE US AGGREGATE BOND ETF058,240+58,24005,7614.69%+5,761
ISHARES 0-5 YEAR TIPS BOND ETF
0-5 YR TIPS ETF
020,034+20,03402,0731.69%+2,073
ISHARES US TREASURY BOND ETF
US TREAS BD ETF
060,162+60,16201,3831.13%+1,383
LINCOLN NATL CORP IND COM(LNC)17,49925,749+8,2505559250.75%+370
ISHARES 7-10 YEAR TREASURY BOND ETF8,05511,668+3,6137451,1130.91%+368
MITSUBISHI UFJ FINL GROUP INC SPONSORED ADS(MUFG)021,292+21,29202900.24%+290
GILEAD SCIENCES INC COM(GILD)14,51314,474-391,3411,6221.32%+281
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND04,296+4,29602610.21%+261
ISHARES GLOBAL INFRASTRUCTURE ETF04,621+4,62102530.21%+253
INGLES MKTS INC CL A(IMKTA)03,671+3,67102390.19%+239
AMGEN INC COM(AMGN)3,4263,625+1998931,1290.92%+236
HARTFORD INSURANCE GROUP INC COM(HIG)3,6395,114+1,4753986330.52%+235
GUIDEWIRE SOFTWARE INC COM(GWRE)01,210+1,21002270.18%+227
MID-AMER APT CMNTYS INC COM(MAA)01,336+1,33602240.18%+224
COMMERCIAL METALS CO COM(CMC)04,546+4,54602090.17%+209
JABIL INC COM(JBL)01,525+1,52502080.17%+208
CONAGRA BRANDS INC COM(CAG)18,32226,718+8,3965087130.58%+204
DISNEY WALT CO COM(DIS)02,031+2,03102000.16%+200
SONY GROUP CORP SPONSORED ADR(SONY)039,280+39,28009970.81%+997
AT&T INC COM(T)33,02633,049+237529350.76%+183
ABBVIE INC COM(ABBV)5,6665,663-31,0071,1870.97%+180
STEEL DYNAMICS INC COM(STLD)5,5696,468+8996358090.66%+174
VERIZON COMMUNICATIONS INC COM(VZ)14,53216,292+1,7605817390.60%+158
SCHWAB SHORT-TERM US TREASURY ETF056,404+56,40401,3731.12%+1,373
UNUM GROUP COM(UNM)7,1058,275+1,1705196740.55%+155
SOUTHERN CO COM(SO)14,37414,470+961,1831,3311.08%+147
PROCTER AND GAMBLE CO COM(PG)6,3857,136+7511,0701,2160.99%+146
RTX CORPORATION COM(RTX)12,11811,614-5041,4021,5381.25%+136
SYSCO CORP COM(SYY)2,6784,495+1,8172053370.27%+133
INTUITIVE SURGICAL INC COM NEW542838+2962834150.34%+132
CHEVRON CORP NEW COM(CVX)6,7056,529-1769711,0920.89%+121
INTERNATIONAL BUSINESS MACHS COM(IBM)3,4753,517+427648750.71%+111
SAP SE SPON ADR(SAP)06,267+6,26701,6821.37%+1,682
ISHARES 5-10YR CORPORATE BOND ETF063,620+63,62003,3412.72%+3,341
INTEL CORP COM(INTC)29,35630,129+7735896840.56%+96
AMERICAN TOWER CORP NEW COM(AMT)02,243+2,24304880.40%+488
BOSTON SCIENTIFIC CORP COM(BSX)7,8997,836-637067900.64%+85
D-WAVE QUANTUM INC COM(QBTS)010,245+10,2450780.06%+78
POSCO HOLDINGS INC SPONSORED ADR(PKX)08,884+8,88404220.34%+422
VALERO ENERGY CORP COM(VLO)4,3324,574+2425316040.49%+73
EOG RES INC COM(EOG)9,5469,689+1431,1701,2431.01%+72
MCDONALDS CORP COM(MCD)1,8611,947+865396080.50%+69
ABBOTT LABS COM3,4083,40803854520.37%+67
GRANITESHARES GOLD SHARES(BAR)09,588+9,58802960.24%+296
LIQUIDIA CORPORATION COM NEW(LQDA)016,881+16,88102490.20%+249
PALANTIR TECHNOLOGIES INC CL A(PLTR)28,48026,141-2,3392,1542,2061.80%+52
GLOBE LIFE INC COM3,1943,065-1293564040.33%+48
NETFLIX INC COM(NFLX)1,9491,913-361,7371,7841.45%+47
KLA CORP COM NEW(KLAC)93193105876330.52%+46
COSTCO WHSL CORP NEW COM(COST)1,7681,758-101,6201,6631.35%+43
CISCO SYS INC COM(CSCO)17,15617,077-791,0161,0540.86%+38
UNION PAC CORP COM(UNP)1,0231,146+1232332710.22%+37
ROCKWELL AUTOMATION INC COM(ROK)7761,000+2242222580.21%+37
FREEPORT-MCMORAN INC CL B(FCX)7,9038,795+8923013330.27%+32
HDFC BANK LTD SPONSORED ADS(HDB)07,418+7,41804930.40%+493
FORTINET INC COM(FTNT)15,58315,608+251,4721,5021.22%+30
FIRST HORIZON CORPORATION COM(FHN)30,70133,324+2,6236186470.53%+29
ASML HOLDING N V N Y REGISTRY SHS
N Y REGISTRY SHS
0919+91906090.50%+609
TRACTOR SUPPLY CO COM(TSCO)11,74011,791+516236500.53%+27
SCHWAB US TIPS ETF025,678+25,67806900.56%+690
DIAGEO PLC SPON ADR NEW(DEO)02,481+2,48102600.21%+260
ISHARES TIPS BOND ETF06,932+6,93207700.63%+770
ISHARES 1-3 YEAR TREASURY BOND ETF07,417+7,41706140.50%+614
ALLEGION PLC ORD SHS(ALLE)3,8683,953+855055160.42%+10
MEDTRONIC PLC SHS(MDT)3,5593,277-2822842940.24%+10
TEXAS INSTRS INC COM(TXN)3,1283,308+1805875940.48%+8
HANCOCK WHITNEY CORPORATION COM(HWC)8,8229,172+3504834810.39%-2
ELI LILLY & CO COM(LLY)832772-606426380.52%-5
COCA COLA CO COM(KO)3,5332,995-5382202150.17%-5
CARLYLE GROUP INC COM(CG)6,9327,815+8833503410.28%-9
DOCUSIGN INC COM(DOCU)4,6704,997+3274204070.33%-13
PNC FINL SVCS GROUP INC COM(PNC)3,3983,580+1826556290.51%-26
SNAP INC CL A(SNAP)18,23419,547+1,3131961700.14%-26
NIKE INC CL B(NKE)3,0583,180+1222312020.16%-30
ACCO BRANDS CORP COM027,630+27,63001160.09%+116
STATE STR CORP COM(STT)7,1007,354+2546976580.54%-38
NOMURA HLDGS INC SPONSORED ADR(NMR)063,960+63,96003930.32%+393
VERISK ANALYTICS INC COM(VRSK)2,6722,320-3527366900.56%-45
PEPSICO INC COM(PEP)2,2271,943-2843392910.24%-47
HONEYWELL INTL INC COM(HON)3,3083,288-207476960.57%-51
SCHLUMBERGER LTD COM STK(SLB)20,23517,312-2,9237767240.59%-52
DEXCOM INC COM(DXCM)5,2315,175-564073530.29%-53
AXON ENTERPRISE INC COM(AXON)9921,018+265905350.44%-54
EMERSON ELEC CO COM(EMR)5,1295,184+556365680.46%-67
SHELL PLC SPON ADS(SHEL)010,112+10,11207410.60%+741
PFIZER INC COM(PFE)17,38115,328-2,0534613880.32%-73
AEROVIRONMENT INC COM2,3562,364+83632820.23%-81
WELLS FARGO CO NEW COM(WFC)17,55015,680-1,8701,2331,1260.92%-107
CAVA GROUP INC COM(CAVA)4,3854,387+24953790.31%-116
HELMERICH & PAYNE INC COM(HP)10,1807,910-2,2703262070.17%-119
INVESCO QQQ TRUST SERIES I0555+55502600.21%+260
L3HARRIS TECHNOLOGIES INC COM(LHX)2,8702,259-6116044730.39%-131
ROCKET COS INC COM CL A(RKT)28,93615,790-13,1463261910.16%-135
PAYPAL HLDGS INC COM(PYPL)7,7937,948+1556655190.42%-147
DOW INC COM(DOW)10,7447,657-3,0874312670.22%-164
PROLOGIS INC COM(PLD)01,808+1,80802020.16%+202
Page 1 of 1