Fund HoldingsDMC Group, LLC

Total Portfolio Value
$106.83M
Total Bought
$11.06M
Total Sold
$11.13M
Net Transaction
-$62.4K
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
TRACTOR SUPPLY CO COM(TSCO)1,8092,035+2264004,1323.87%+3,732
NVIDIA CORPORATION COM(NVDA)1,024915-1094333,9803.73%+3,547
META PLATFORMS INC CL A(META)3,4034,419+1,0169771,3271.24%+350
ISHARES 0-3 MONTH TREASURY BOND ETF03,397+3,39703420.32%+342
ISHARES 1-5YR CORPORATE BOND ETF41,24347,495+6,2522,0692,3672.22%+298
POSCO HOLDINGS INC SPONSORED ADR(PKX)11,12910,746-3838231,1011.03%+278
ALPHABET INC CAP STK CL A(GOOG)13,93714,858+9211,6681,9441.82%+276
PAYPAL HLDGS INC COM(PYPL)04,448+4,44802600.24%+260
ISHARES 0-5 YEAR TIPS BOND ETF
0-5 YR TIPS ETF
11,11613,849+2,7331,0851,3421.26%+257
AMGEN INC COM(AMGN)3,3003,647+3477339800.92%+248
ISHARES CORE U.S. AGGREGATE BOND ETF50,48655,152+4,6664,9455,1864.85%+241
MERITAGE HOMES CORP COM(MTH)01,872+1,87202290.21%+229
VANGUARD SHORT-TERM CORPORATE BOND ETF
SHRT TRM CORP BD
03,005+3,00502260.21%+226
VALERO ENERGY CORP COM(VLO)01,591+1,59102250.21%+225
JABIL INC COM(JBL)01,697+1,69702150.20%+215
BOSTON SCIENTIFIC CORP COM(BSX)04,047+4,04702140.20%+214
NOVO-NORDISK A S ADR(NVO)7,20715,142+7,9351,1661,3771.29%+211
AMAZON COM INC COM(AMZN)10,69112,588+1,8971,3941,6001.50%+207
BLACKROCK INC COM(BLK)8891,229+3406147950.74%+180
INTEL CORP COM(INTC)31,21334,241+3,0281,0441,2171.14%+174
EOG RES INC COM(EOG)9,70410,111+4071,1111,2821.20%+171
ISHARES MBS ETF14,98117,599+2,6181,3971,5631.46%+166
COSTCO WHSL CORP NEW COM(COST)1,9502,091+1411,0501,1811.11%+131
FIRST HORIZON CORPORATION COM(FHN)011,738+11,73801290.12%+129
PROCTER AND GAMBLE CO COM(PG)5,9587,060+1,1029041,0300.96%+126
L3HARRIS TECHNOLOGIES INC COM(LHX)1,5752,465+8903084290.40%+121
CHEVRON CORP NEW COM(CVX)6,5176,779+2621,0251,1431.07%+118
SHELL PLC SPON ADS(SHEL)11,53512,623+1,0886968130.76%+116
DUPONT DE NEMOURS INC COM(DD)8,2369,374+1,1385886990.65%+111
SAP SE SPON ADR(SAP)4,9286,064+1,1366747840.73%+110
ADOBE INC COM(ADBE)609781+1722983980.37%+100
CATERPILLAR INC COM(CAT)3,5373,517-208709600.90%+90
US BANCORP DEL COM NEW(USB)11,03513,590+2,5553654490.42%+85
ABBVIE INC COM(ABBV)5,6055,60507558350.78%+80
ISHARES 1-3 YEAR TREASURY BOND ETF5,7566,656+9004675390.50%+72
OLD DOMINION FREIGHT LINE INC COM(ODFL)1,7801,760-206587200.67%+62
ISHARES 5-10YR CORPORATE BOND ETF25,72027,990+2,2701,3011,3621.27%+61
ARCHER DANIELS MIDLAND CO COM03,589+3,58902710.25%+271
ISHARES GNMA BOND ETF
GNMA BOND ETF
33,30636,236+2,9301,4601,5141.42%+54
AT&T INC COM(T)26,75431,874+5,1204274790.45%+52
VERISK ANALYTICS INC COM(VRSK)2,1332,257+1244825330.50%+51
EXXON MOBIL CORP COM11,72011,105-6151,2571,3061.22%+49
TOTALENERGIES SE SPONSORED ADS(TTE)7,4237,196-2274284730.44%+45
INVESCO SENIOR LOAN ETF
SR LN ETF
103,300105,655+2,3552,1732,2182.08%+44
SONY GROUP CORP SPONSORED ADR(SONY)4,6665,634+9684204640.43%+44
CISCO SYS INC COM(CSCO)18,92218,989+679791,0210.96%+42
ISHARES GOLD TRUST(IAU)8,2259,710+1,4852993400.32%+40
ASML HOLDING N V N Y REGISTRY SHS
N Y REGISTRY SHS
0525+52503090.29%+309
NOMURA HLDGS INC SPONSORED ADR(NMR)078,205+78,20503140.29%+314
DOW INC COM(DOW)14,63615,870+1,2347808180.77%+39
ADVANCED MICRO DEVICES INC COM(AMD)10,66312,179+1,5161,2151,2521.17%+38
SCHLUMBERGER LTD COM STK(SLB)9,8948,956-9384865220.49%+36
THERMO FISHER SCIENTIFIC INC COM(TMO)0592+59203000.28%+300
SAREPTA THERAPEUTICS INC COM(SRPT)3,2043,297+933674000.37%+33
KRAFT HEINZ CO COM(KHC)23,27825,532+2,2548268590.80%+33
INTERNATIONAL BUSINESS MACHS COM(IBM)2,9973,045+484014270.40%+26
JPMORGAN CHASE & CO COM(JPM)7,3577,557+2001,0701,0961.03%+26
UNITED CMNTY BKS BLAIRSVLE GA COM(UCB)60,53560,53501,5131,5381.44%+25
EMERSON ELEC CO COM(EMR)3,6663,687+213313560.33%+25
PRICE T ROWE GROUP INC COM(TROW)2,7563,175+4193093330.31%+24
HELMERICH & PAYNE INC COM(HP)06,065+6,06502560.24%+256
CITIGROUP INC COM NEW(C)11,05912,950+1,8915095330.50%+23
ACCO BRANDS CORP COM017,817+17,81701020.10%+102
GILEAD SCIENCES INC COM(GILD)14,05114,724+6731,0831,1031.03%+21
PEPSICO INC COM(PEP)01,393+1,39302360.22%+236
ON SEMICONDUCTOR CORP COM(ON)5,2045,429+2254925050.47%+12
TEXAS INSTRS INC COM(TXN)2,4702,852+3824454530.42%+9
UNILEVER PLC SPON ADR NEW(UL)14,56015,465+9057597640.72%+5
ROCKET COS INC COM CL A(RKT)021,145+21,14501730.16%+173
NATIONAL BEVERAGE CORP COM(FIZZ)04,693+4,69302210.21%+221
STATE STR CORP COM(STT)6,4147,023+6094694700.44%+1
SHOPIFY INC CL A(SHOP)8,2609,688+1,4285345290.49%-5
ISHARES FLOATING RATE BOND ETF
FLTG RATE NT ETF
37,75937,610-1491,9191,9141.79%-5
PNC FINL SVCS GROUP INC COM(PNC)2,3502,35002962890.27%-7
DUKE ENERGY CORP NEW COM NEW(DUK)3,9333,908-253533450.32%-8
ELI LILLY & CO COM(LLY)2,0461,770-2769609510.89%-9
ISHARES PREF & INCOME SECURITIES ETF08,262+8,26202490.23%+249
AXON ENTERPRISE INC COM(AXON)01,122+1,12202230.21%+223
RTX CORPORATION COM(RTX)5,3337,119+1,7865225120.48%-10
GRANITESHARES GOLD SHARES(BAR)18,99519,095+1003613490.33%-12
MODERNA INC COM(MRNA)5,9026,789+8877177010.66%-16
ALLEGION PLC ORD SHS(ALLE)02,523+2,52302630.25%+263
COCA COLA CO COM(KO)4,6674,625-422812590.24%-22
ASTRAZENECA PLC SPONSORED ADR(AZN)4,3444,236-1083112870.27%-24
VANGUARD TOTAL STOCK MARKET ETF1,3791,304-753042770.26%-27
PUBLIC STORAGE COM(PSA)1,1301,13003302980.28%-32
SCHWAB US TIPS ETF33,67934,240+5611,7661,7291.62%-37
MCDONALDS CORP COM(MCD)2,1402,277+1376396000.56%-39
WELLS FARGO CO NEW COM(WFC)19,24019,127-1138217820.73%-40
PROLOGIS INC. COM(PLD)4,0214,02104934510.42%-42
SOUTHERN CO COM(SO)16,28016,935+6551,1441,0961.03%-48
FREEPORT-MCMORAN INC CL B(FCX)10,1199,565-5544053570.33%-48
VERIZON COMMUNICATIONS INC COM(VZ)14,40114,970+5695364850.45%-50
AMERICAN TOWER CORP NEW COM(AMT)1,5851,560-253072570.24%-51
PFIZER INC COM(PFE)23,07523,939+8648467940.74%-52
HONEYWELL INTL INC COM(HON)2,8032,860+575825290.49%-53
MICROSOFT CORP COM(MSFT)8,8289,346+5183,0062,9512.76%-55
TARGET CORP COM(TGT)2,6652,627-383522900.27%-61
FORTINET INC COM(FTNT)10,63312,495+1,8628047330.69%-71
ABBOTT LABS COM5,4915,435-565995260.49%-72
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