Fund HoldingsJDM Financial Group LLC

Total Portfolio Value
$108.48M
Total Bought
$770.7K
Total Sold
$6.01M
Net Transaction
-$5.24M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
SOUTHERN CO COM(SO)02,165+2,16501400.13%+140
EXXON MOBIL CORP COM3,5063,50603764120.38%+36
GOOGLE INC(GOOG)2,2802,260-202732960.27%+23
NVIDIA CORPORATION COM(NVDA)1,3571,35705745900.54%+16
AMGEN INC(AMGN)246246055660.06%+11
AIRBNB INC COM CL A1,1941,19401531640.15%+11
ZOETIS INC CL A(ZTS)033+33060.01%+6
ALPHABET INC CAP STK CL C(GOOG)520520063690.06%+6
COSTCO WHOLESALE CORP(COST)173173093980.09%+5
ENERGY SELECT SECTOR SPDR
ST STR ENERG ETF
443443036400.04%+4
DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF
INTL SMALL CAP V
0129+129030.00%+3
CHEVRON CORP NEW COM(CVX)232232037390.04%+3
NOVO-NORDISK A S ADR(NVO)095+950180.02%+18
ASML HOLDING N V N Y REGISTRY SHS
N Y REGISTRY SHS
015+15090.01%+9
CONOCOPHILLIPS COM(COP)0126+1260150.01%+15
SPROTT URANIUM MINERS ETF
URANI MINER ETF
0124+124060.01%+6
METLIFE INC COM(MET)0250+2500160.01%+16
EATON CORP PLC SHS(ETN)100100020210.02%+1
ELI LILLY & CO COM(LLY)015+15080.01%+8
CONSTELLATION ENERGY CORP COM(CEG)058+58060.01%+6
AFFIRM HLDGS INC COM CL A(AFRM)0167+167040.00%+4
ISHARES MSCI INDIA SMALL CAP ETF
MSCI INDIA SM CP
0162+1620100.01%+10
SPDR BLOOMBERG 3-12 MONTH T-BILL ETF
ST STR BL 12 ETF
170178+817180.02%+1
AUTOMATIC DATA PROCESSING INC COM030+30070.01%+7
UNITEDHEALTH GROUP INC COM(UNH)026+260130.01%+13
WALMART INC COM(WMT)200200031320.03%+1
CME GROUP INC COM(CME)035+35070.01%+7
INDIA FUND INC0617+6170110.01%+11
SYNOPSYS INC COM(SNPS)017+17080.01%+8
CATERPILLAR INC COM(CAT)014+14040.00%+4
ALIBABA GROUP HLDG LTD SPONSORED ADS(BABA)0110+1100100.01%+10
ETFMG ALTERNATIVE HARVEST ETFMG ALTERNATIVE HARVEST0550+550020.00%+2
ADOBE INC COM(ADBE)017+17090.01%+9
CISCO SYS INC(CSCO)0155+155080.01%+8
ISHARES MSCI INDIA ETF
MSCI INDIA ETF
534534023240.02%0
INTUITIVE SURGICAL INC COM NEW029+29080.01%+8
GENERAL ELECTRIC CO COM NEW(GE)271271030300.03%0
DANAHER CORPORATION COM(DHR)020+20050.00%+5
CENTENE CORP DEL COM(CNC)0100+100070.01%+7
CAMBRIA SHAREHOLDER YIELD ETF0162+1620100.01%+10
VIPER ENERGY PARTNERS LP COM UNT RP INT0100+100030.00%+3
CVS HEALTH CORP COM(CVS)0122+122090.01%+9
INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY
US EQTY PWR BUF
0481+4810170.02%+17
T-MOBILE US INC COM(TMUS)050+50070.01%+7
MASTERCARD INC(MA)020+20080.01%+8
BROWN & BROWN INC COM(BRO)045+45030.00%+3
VITESSE ENERGY INC COMMON STOCK017+17000.00%0
JPMORGAN ULTRA-SHORT INCOME ETF
ULTRA SHRT ETF
0164+164080.01%+8
BOSTON SCIENTIFIC CORP COM(BSX)000000
THE REALREAL INC COM(REAL)029+29000.00%0
UNION PAC CORP COM(UNP)018+18040.00%+4
JPMORGAN CHASE & CO COM(JPM)060+60090.01%+9
SPROTT PHYSICAL GOLD & SILVER TR UNIT(CEF)0230+230040.00%+4
HORIZON KINETICS INFLATION BENEFICIARIES ETF
HORI KI INFL ETF
0273+273080.01%+8
ENSTAR GROUP LIMITED SHS014+14030.00%+3
BOOZ ALLEN HAMILTON HLDG CORP CL A045+45050.00%+5
VANGUARD EUROPEAN032+32020.00%+2
QUANTA SVCS INC COM013+13020.00%+2
QUINCE THERAPEUTICS INC COM0340+340000.00%0
INVESCO FINANCIAL PREFERRED ETF
FINL PFD ETF
1,5951,618+2323230.02%-0
TORONTO DOMINION BK ONT COM NEW(TD)080+80050.00%+5
VANGUARD TOTAL BOND MARKET ETF050+50030.00%+3
MARKET VECTORS ETF TRUST AGRIBUSINESS
AGRIBUSINESS ETF
050+50040.00%+4
SPDR S&P 600 SMALL CAP GROWTH ETF
ST STR SP600GRWO
045+45030.00%+3
CITIGROUP INC(C)038+38020.00%+2
UTILITIES SELECT SECTOR SPDR FUND
ST STR UTIL ETF
033+33020.00%+2
FORD MOTOR COMPANY(F)080+80010.00%+1
SPDR S&P AEROSPACE & DEFENSE ETF
ST STR SP AERO
053+53060.01%+6
NORTHROP GRUMMAN CORP COM(NOC)018+18080.01%+8
WASTE CONNECTIONS INC COM(WCN)034+34050.00%+5
TRAVELERS COMPANIES INC COM(TRV)030+30050.00%+5
SPROTT INC COM NEW(SII)0175+175050.00%+5
ISHARES MSCI EUROPE SMALL-CAP ETF0107+107050.00%+5
INNOVATOR U.S. EQUITY BUFFER ETF - AUGUST
US EQUT BUFR AUG
0456+4560150.01%+15
LOCKHEED MARTIN CORP COM(LMT)07+7030.00%+3
PHILIP MORRIS INTL INC(PM)075+75070.01%+7
INNOVATOR U.S. EQUITY BUFFER ETF - FEBRUARY
US EQTY BUFR FEB
0450+4500150.01%+15
VANGUARD RUSSELL 3000 ETF
VNG RUS3000IDX
059+590110.01%+11
ISHARES ROBOTICS AND ARTIFICIAL INTELLIGENCE MULTISECTOR ETF
FUTU AI TECH ETF
0162+162050.00%+5
SCHWAB U.S. LARGE-CAP VALUE ETF0161+1610100.01%+10
CAPITAL GROUP DIVIDEND VALUE ETF
SHS CREAT UNIT
0424+4240110.01%+11
OREILLY AUTOMOTIVE INC COM(ORLY)010+10090.01%+9
INVESCO AEROSPACE & DEFENSE ETF
AEROSPACE DEFN
0101+101080.01%+8
BROADCOM INC COM(AVGO)013+130110.01%+11
CARNIVAL CORP COMMON STOCK0100+100010.00%+1
EXELON CORP COM(EXC)0176+176070.01%+7
SCHWAB U.S. LARGE-CAP GROWTH ETF238238018170.02%-1
SCHWAB U.S. MID-CAP ETF0160+1600110.01%+11
MODERNA INC COM(MRNA)030+30030.00%+3
POWERSHARES WILDERHILL CLEAN ENERGY
WILDERHIL CLAN
068+68020.00%+2
ABRDN PHYSICAL GOLD SHARES ETF(SGOL)0850+8500150.01%+15
GLOBAL X LITHIUM & BATTERY TECH ETF
LITHIUM BTRY ETF
061+61030.00%+3
AMERICAN TOWER CORP NEW COM(AMT)020+20030.00%+3
INDUSTRIAL SELECT SECTOR SPDR
ST STR INDL ETF
0100+1000100.01%+10
SCHWAB U.S. SMALL-CAP ETF0250+2500100.01%+10
ISHARES U.S. TECHNOLOGY ETF0151+1510160.01%+16
DISNEY WALT CO COM(DIS)075+75060.01%+6
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF172172017160.01%-1
NETFLIX INC COM(NFLX)010+10040.00%+4
ISHARES BIOTECHNOLOGY ETF139139018170.02%-1
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