Investor Details
| Filer Name: | DMKC ADVISORY SERVICES, LLC |
|---|---|
| CIK: | 1901337 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-05 |
| Number of Holdings: | 56 |
| Portfolio Value: | $0.11B |
Dmkc Advisory Services, Llc Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| VOO | US | VANGUARD S&P 500 ETF | 13,341 | $7M | 6.52% | - | - |
| VHT | US | VANGUARD HEALTH CARE ETF | 21,729 | $6M | 5.00% | - | - |
| BAC | US | BANK OF AMERICA CORP | 108,660 | $5M | 4.33% | - | - |
| PFG | US | PRINCIPAL FINANCIAL GROUP | 60,749 | $5M | 4.27% | - | - |
| VPU | US | VANGUARD UTILITIES ETF | 27,719 | $5M | 4.11% | - | - |
| USB | US | US BANCORP | 87,165 | $4M | 3.78% | - | - |
| WFC | US | WELLS FARGO & CO | 56,679 | $4M | 3.61% | - | - |
| SCHD | US | SCHWAB US DVD EQUITY ETF | 143,389 | $4M | 3.55% | - | - |
| MMM | US | 3M CO | 27,840 | $4M | 3.26% | - | - |
| JPM | US | JPMORGAN CHASE & CO | 10,840 | $3M | 2.36% | - | - |
| VIG | US | VANGUARD DIVIDEND APPREC ETF | 12,773 | $3M | 2.27% | - | - |
| CAT | US | CATERPILLAR INC | 6,829 | $2M | 2.25% | - | - |
| GS | US | GOLDMAN SACHS GROUP INC | 4,293 | $2M | 2.23% | - | - |
| AAPL | US | APPLE INC | 8,898 | $2M | 2.02% | - | - |
| EMR | US | EMERSON ELECTRIC CO | 17,889 | $2M | 2.01% | - | - |
| DEO | US | DIAGEO PLC-SPONSORED ADR | 16,552 | $2M | 1.91% | - | - |
| STT | US | STATE STREET CORP | 21,180 | $2M | 1.89% | - | - |
| RTX | US | RTX CORP | 17,753 | $2M | 1.86% | - | - |
| MSFT | US | MICROSOFT CORP | 4,781 | $2M | 1.83% | - | - |
| FDX | US | FEDEX CORP | 7,165 | $2M | 1.83% | - | - |