DMKC Advisory Services, LLC
CIK 1901337 · Holdings on Dec 31, 2024 · First reported Feb 5, 2025
Top ten holdings
Q4 2024- VOO6.52%
- VHT5.00%
- BAC4.33%
- PFG4.27%
- VPU4.11%
- USB3.78%
- WFC3.61%
- SCHD3.55%
- MMM3.26%
- JPM2.36%
Share classes counted separately40.79%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $7.19M | 6.52% | 13.34K shares | Prior unavailable — | — | ↗▾ |
| 02 | VHTVANGUARD HEALTH CARE ETFHEALTH CAR ETF View history and evidence | $5.51M | 5.00% | 21.73K shares | Prior unavailable — | — | ↗▾ |
| 03 | BACBANK OF AMERICA CORP View history and evidence | $4.78M | 4.33% | 108.66K shares | Prior unavailable — | — | ↗▾ |
| 04 | PFGPRINCIPAL FINANCIAL GROUP View history and evidence | $4.70M | 4.27% | 60.75K shares | Prior unavailable — | — | ↗▾ |
| 05 | VPUVANGUARD UTILITIES ETFUTILITIES ETF View history and evidence | $4.53M | 4.11% | 27.72K shares | Prior unavailable — | — | ↗▾ |
| 06 | USBUS BANCORPCOM NEW View history and evidence | $4.17M | 3.78% | 87.17K shares | Prior unavailable — | — | ↗▾ |
| 07 | WFCWELLS FARGO & CO View history and evidence | $3.98M | 3.61% | 56.68K shares | Prior unavailable — | — | ↗▾ |
| 08 | SCHDSCHWAB US DVD EQUITY ETFUS DIVIDEND EQ View history and evidence | $3.92M | 3.55% | 143.39K shares | Prior unavailable — | — | ↗▾ |
| 09 | MMM3M CO View history and evidence | $3.59M | 3.26% | 27.84K shares | Prior unavailable — | — | ↗▾ |
| 10 | JPMJPMORGAN CHASE & CO View history and evidence | $2.60M | 2.36% | 10.84K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1901337 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-02-05
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 110237151
}Research all 56 reported holdings.
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