DG
| |
DMC Group, LLC13F | |
| DMC Group, LLC | |
| Last update 2025-05-01 | 126 Stocks (11 new) |
| Value $123.00 Mil | Turnover 10 % |
DMC Group, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 52,096 | 11,572.1 | -0.33% | 9.430 | -0.03% | 0.000 | +6.71% | -15.47% | 3,153,849.0 | Hardware | |
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 58,240 | 5,761.1 | +8.58% | 4.690 | +0.37% | 0.000 | +2.03% | +3.17% | 127,710.7 | ||
UCB | United Community Banks Inc | 134,343 | 3,779.1 | +197.25% | 3.080 | +2.04% | 0.110 | +33.30% | -1.79% | 3,790.8 | Banks | |
MSFT | Microsoft Corp | 9,040 | 3,393.5 | +1.04% | 2.760 | +0.03% | 0.000 | +29.81% | +19.87% | 3,740,948.0 | Software | |
IGIB |
iShares Intermediate Credit Bond ETF
iShares Intermediate Credit Bond ETF
| 63,620 | 3,341.3 | +1.16% | 2.720 | +0.03% | 0.020 | +4.35% | +4.71% | 15,293.6 | ||
META | Meta Platforms Inc | 5,215 | 3,005.7 | -6.29% | 2.450 | -0.17% | 0.000 | +32.10% | +22.75% | 1,804,054.9 | Interactive Media | |
IGSB | iShares 1-3 Year Credit Bond ETF | 56,819 | 2,975.6 | +23.73% | 2.420 | +0.46% | 0.010 | +2.62% | +3.71% | 21,497.3 | ||
AMZN | Amazon.com Inc | 13,545 | 2,577.1 | -2.71% | 2.100 | -0.07% | 0.000 | +21.72% | +2.57% | 2,388,891.6 | Retail - Cyclical | |
PLTR | Palantir Technologies Inc | 26,141 | 2,206.3 | -8.21% | 1.800 | -0.14% | 0.000 | +60.47% | +87.89% | 335,343.6 | Software | |
STIP | iShares 0-5 Year TIPS Bond ETF | 20,034 | 2,072.9 | +33.28% | 1.690 | +0.42% | 0.020 | +1.54% | +4.14% | 12,685.0 |
DMC Group, LLC's Historical Top Holdings Breakdowns
DMC Group, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
UCB | United Community Banks Inc | 2025-03-31 | Add Add | +2.04% | 27.8 ($31.28) 34.57 | $31.20 | -0.26% | Add 197.25% | 134,343 | 89,147 | |
SGOV | iShares 0-3 Month Treasury Bond ETF | 2025-03-31 | New Buy New Buy | +1.49% | 100.34 ($100.51) 100.68 | $100.51 | 0% | New holding | 18,142 | 18,142 | |
IAU | iShares Gold Trust | 2025-03-31 | Add Add | +1.20% | 49.74 ($54.09) 58.96 | $63.30 | 17.03% | Add 255.82% | 34,824 | 25,037 | |
BKLN | Invesco Senior Loan ETF | 2025-03-31 | Reduce Reduce | -0.50% | 20.7 ($20.97) 21.15 | $21.01 | 0.19% | Reduce -37.98% | 47,893 | -29,328 | |
ON | ON Semiconductor Corp | 2025-03-31 | Sold Out Sold Out | -0.50% | 40.69 ($50.33) 64.51 | $59.73 | 18.68% | Sold Out | 0 | -9,698 | |
IGSB | iShares 1-3 Year Credit Bond ETF | 2025-03-31 | Add Add | +0.46% | 51.52 ($51.99) 52.37 | $52.45 | 0.88% | Add 23.73% | 56,819 | 10,898 | |
C | Citigroup Inc | 2025-03-31 | Reduce Reduce | -0.44% | 67.23 ($76.25) 84.63 | $86.73 | 13.74% | Reduce -51.3% | 7,350 | -7,743 | |
STIP | iShares 0-5 Year TIPS Bond ETF | 2025-03-31 | Add Add | +0.42% | 100.59 ($101.89) 103.47 | $102.63 | 0.73% | Add 33.28% | 20,034 | 5,002 | |
GOVT | iShares U.S. Treasury Bond ETF | 2025-03-31 | Add Add | +0.42% | 22.25 ($22.67) 23 | $22.71 | 0.18% | Add 58.27% | 60,162 | 22,149 | |
DHI | D.R. Horton Inc | 2025-03-31 | Sold Out Sold Out | -0.39% | 125.29 ($134.11) 147.65 | $136.82 | 2.02% | Sold Out | 0 | -3,390 |
DMC Group, LLC Total Holding History ($B)
DMC Group, LLC's Asset Allocation
DMC Group, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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DMC Group, LLC's Hypothetical Growth since 2025-03-31
DMC Group, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
DMC Group, LLC's Holdings Heat Map
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DMC Group, LLC's Holdings Bubble Chart
DMC Group, LLC News
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