DKM Wealth Management, Inc. - Portfolio Stock Holdings
Report Period:
March 31, 2025No. of Stocks:
52Est. Stock Holding Value:
$85,009,170Top Stock Holdings By Sector
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Portfolio Stock Holdings - DKM Wealth Management, Inc.
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|---|---|---|---|---|---|
 TBLD | 974,543 | $17,483,301 | 20.57% | -2,862 | -$51,344 | -0.29% |
 TCAF | 393,801 | $12,711,896 | 14.95% | +11,068 | +$357,275 | +2.89% |
 SYLD | 136,562 | $8,712,656 | 10.25% | -30,620 | -$1,953,556 | -18.32% |
 ITOT | 50,760 | $6,193,228 | 7.29% | +1,969 | +$240,238 | +4.04% |
 IVV | 9,636 | $5,414,468 | 6.37% | +485 | +$272,522 | +5.30% |
 AAPL | 21,393 | $4,752,027 | 5.59% | +47 | +$10,440 | +0.22% |
 VTI | 14,466 | $3,975,835 | 4.68% | -340 | -$93,446 | -2.30% |
 QQQ | 7,983 | $3,743,388 | 4.40% | +609 | +$285,572 | +8.26% |
 NKX | 212,592 | $2,676,533 | 3.15% | - | - | - |
 IWM | 8,173 | $1,630,432 | 1.92% | +46 | +$9,177 | +0.57% |
 NAC | 142,401 | $1,600,587 | 1.88% | - | - | - |
 TLT | 17,079 | $1,554,701 | 1.83% | -5,430 | -$494,293 | -24.12% |
 AMZN | 5,111 | $972,419 | 1.14% | +10 | +$1,903 | +0.20% |
 SPY | 1,711 | $957,116 | 1.13% | - | - | - |
 VEA | 17,170 | $872,751 | 1.03% | - | - | - |
 STBF | 29,416 | $743,942 | 0.88% | +29,416 | +$743,942 | Open |
 ACWX | 13,410 | $743,585 | 0.87% | +330 | +$18,299 | +2.52% |
 OEF | 2,727 | $738,553 | 0.87% | +171 | +$46,312 | +6.69% |
 LMT | 1,626 | $726,350 | 0.85% | - | - | - |
 JOET | 15,742 | $575,685 | 0.68% | +1,423 | +$52,039 | +9.94% |
 WFC | 7,592 | $545,030 | 0.64% | +27 | +$1,938 | +0.36% |
 NVDA | 4,595 | $498,006 | 0.59% | +129 | +$13,981 | +2.89% |
 IJR | 4,686 | $490,015 | 0.58% | -154 | -$16,104 | -3.18% |
 SCHD | 17,503 | $489,384 | 0.58% | -157 | -$4,390 | -0.89% |
 VNQ | 5,376 | $486,743 | 0.57% | -100 | -$9,054 | -1.83% |
 MSFT | 1,294 | $485,755 | 0.57% | - | - | - |
 IEF | 5,075 | $484,003 | 0.57% | -164 | -$15,641 | -3.13% |
 VOO | 889 | $456,866 | 0.54% | - | - | - |
 TSLA | 1,608 | $416,729 | 0.49% | +363 | +$94,075 | +29.16% |
 BIZD | 22,400 | $375,424 | 0.44% | - | - | - |
 VWO | 7,446 | $337,006 | 0.40% | - | - | - |
 GOOGL | 2,142 | $331,239 | 0.39% | - | - | - |
 MFIC | 23,500 | $302,210 | 0.36% | - | - | - |
 JOF | 34,001 | $285,268 | 0.34% | - | - | - |
 TIP | 2,412 | $267,949 | 0.32% | - | - | - |
 BRK.B | 495 | $263,627 | 0.31% | -245 | -$130,482 | -33.11% |
 IEFA | 3,326 | $251,612 | 0.30% | - | - | - |
 TOTL | 6,076 | $244,802 | 0.29% | - | - | - |
 GLD | 828 | $238,580 | 0.28% | - | - | - |
 KEYS | 1,448 | $216,867 | 0.26% | - | - | - |
 RIO | 3,404 | $204,512 | 0.24% | - | - | - |
 RMT | 23,002 | $193,907 | 0.23% | - | - | - |
 NCA | 18,000 | $155,700 | 0.18% | - | - | - |
 WIW | 12,000 | $105,480 | 0.12% | - | - | - |
 JQC | 15,000 | $80,700 | 0.09% | - | - | - |
 ABCL | 10,000 | $22,300 | 0.03% | - | - | - |
 SOR | 0 | $0 | 0.00% | -274,334 | -$11,387,220 | -100.00% |
 A | 0 | $0 | 0.00% | -1,498 | -$175,236 | -100.00% |
 IVE | 0 | $0 | 0.00% | -1,075 | -$204,874 | -100.00% |
 AVUV | 0 | $0 | 0.00% | -13,543 | -$1,180,543 | -100.00% |
 TMSL | 0 | $0 | 0.00% | -16,075 | -$489,966 | -100.00% |
 CAT | 0 | $0 | 0.00% | -585 | -$192,933 | -100.00% |
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