DM

Deseret Mutual Benefit Administrators

13F
Deseret Mutual Benefit Administrators
Last update 2025-04-25 502 Stocks (15 new)
Value $201.00 Mil Turnover 5 %
Countries:
Top Holdings: OMFL(20.98%)HYG(8.95%)FLTR(7.50%)CLOI(4.50%)AAPL(2.37%)
Summary Stock Picks Current Portfolio
Deseret Mutual Benefit Adminis... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
OMFL 		Invesco Russell 1000 Dynamic Multifactor ETF
792,983
42,273.9
0%
20.980
0%
0.920
+4.78%
+5.36%
4,877.2
 
HYG 		iShares iBoxx USD High Yield Corporate Bond ETF
228,669
18,039.7
+0.92%
8.950
+0.08%
0.110
+1.46%
+3.27%
15,940.0
 
FLTR 		VanEck IG Floating Rate ETF
591,355
15,109.1
-16.01%
7.500
-1.41%
0.640
+1.03%
+1.92%
2,376.6
 
CLOI 		VanEck CLO ETF
171,701
9,072.7
+125.58%
4.500
+2.51%
0.980
+1.25%
+2.35%
1,034.0
 
AAPL 		Apple Inc
21,529
4,782.2
-2.02%
2.370
-0.05%
0.000
-13.23%
-18.37%
3,045,713.6
Hardware
META 		Meta Platforms Inc
4,977
2,868.5
-1.48%
1.420
-0.02%
0.000
+11.21%
+19.27%
1,754,271.3
Interactive Media
BRK.B 		Berkshire Hathaway Inc
4,718
2,512.7
-0.67%
1.250
-0.01%
0.000
-0.87%
+8.88%
1,064,764.2
Insurance
LLY 		Eli Lilly and Co
2,907
2,400.9
-6.44%
1.190
-0.08%
0.000
-15.48%
+0.10%
691,148.7
Drug Manufacturers
CSCO 		Cisco Systems Inc
38,265
2,361.3
+2.65%
1.170
+0.03%
0.000
+4.87%
+13.10%
261,597.5
Hardware
JNJ 		Johnson & Johnson
13,623
2,259.2
+5.98%
1.120
+0.06%
0.000
-5.71%
+8.98%
373,013.5
Drug Manufacturers

Deseret Mutual Benefit Administrators's Historical Top Holdings Breakdowns

Deseret Mutual Benefit Administrators's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
CLOI 		VanEck CLO ETF2025-03-31Add
+2.51%
●
52.68 ($52.96) 53.16
$52.76
-0.38%
Add 125.58%
171,701
95,587
JPST 		JPMorgan Ultra-Short Income ETF2025-03-31Reduce
-2.50%
●
50.39 ($50.51) 50.66
$50.45
-0.12%
Reduce -83.59%
19,795
-100,853
FLTR 		VanEck IG Floating Rate ETF2025-03-31Reduce
-1.41%
●
25.45 ($25.51) 25.58
$25.41
-0.39%
Reduce -16.01%
591,355
-112,764
LRCX 		Lam Research Corp2025-03-31New Buy
+0.26%
●
72.44 ($78.75) 89.02
$86.35
9.65%
New holding
7,091
7,091
ORCL 		Oracle Corp2025-03-31Reduce
-0.19%
●
139.81 ($162.81) 186.47
$174.02
6.89%
Reduce -14.8%
13,364
-2,321
IBM 		International Business Machines Corp2025-03-31Reduce
-0.18%
●
217.4 ($244.61) 264.74
$268.87
9.92%
Reduce -17.22%
7,799
-1,622
T 		AT&T Inc2025-03-31Add
+0.11%
●
21.56 ($25.15) 28.28
$28.08
11.65%
Add 33.55%
31,450
7,900
AVGO 		Broadcom Inc2025-03-31Add
+0.10%
●
167.43 ($211.65) 244.7
$246.93
16.67%
Add 15.22%
9,250
1,222
CHTR 		Charter Communications Inc2025-03-31Add
+0.10%
●
334.89 ($357.69) 384.77
$396.45
10.84%
Add 43.93%
1,848
564
ABBV 		AbbVie Inc2025-03-31Add
+0.08%
●
169.2 ($194.4) 216.66
$189.83
-2.35%
Add 7.9%
10,423
763

Deseret Mutual Benefit Administrators Total Holding History ($B)

To

Deseret Mutual Benefit Administrators's Asset Allocation

To

Deseret Mutual Benefit Administrators Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Deseret Mutual Benefit Administrators's Hypothetical Growth since 2025-03-31

Deseret Mutual Benefit Administrators's Yearly Returns

Year Portfolio % % Excess Gain %

Deseret Mutual Benefit Administrators's Holdings Heat Map

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Deseret Mutual Benefit Administrators's Holdings Bubble Chart

Deseret Mutual Benefit Administrators News

  • 1

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