DA
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DOHENY ASSET MANAGEMENT /CA13F | |
| DOHENY ASSET MANAGEMENT /CA | |
| Last update 2025-05-14 | 66 Stocks (6 new) |
| Value $128.00 Mil | Turnover 6 % |
DOHENY ASSET MANAGEMENT /CA 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 | 67,487 | 14,990.0 | -0.74% | 11.740 | -0.09% | 0.000 | +3.58% | -16.29% | 3,123,230.6 | Hardware | |
NVDA | NVIDIA Corp | 101,930 | 11,050.0 | +7.97% | 8.650 | +0.64% | 0.000 | +52.15% | +27.13% | 4,162,956.0 | Semiconductors | |
AVGO | Broadcom Inc | 43,978 | 7,360.0 | +0.13% | 5.760 | +0.01% | 0.000 | +57.36% | +21.83% | 1,321,393.1 | Semiconductors | |
XOM | Exxon Mobil Corp | 56,064 | 6,670.0 | -2.61% | 5.220 | -0.12% | 0.000 | +10.52% | +6.88% | 486,601.3 | Oil & Gas | |
GOOG | Alphabet Inc | 32,295 | 5,050.0 | 0% | 3.950 | 0% | 0.000 | +15.53% | -3.63% | 2,214,529.6 | Interactive Media | |
VST | Vistra Corp | 41,412 | 4,860.0 | +23.49% | 3.800 | +0.72% | 0.010 | +65.54% | +39.22% | 64,938.0 |
Utilities - Independent Power Producers
Utilities - Independent Power Producers
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COST | Costco Wholesale Corp | 4,230 | 4,000.0 | +0.91% | 3.130 | +0.03% | 0.000 | -0.82% | +5.87% | 429,143.9 | Retail - Defensive | |
ABBV | AbbVie Inc | 17,333 | 3,630.0 | 0% | 2.840 | 0% | 0.000 | +6.33% | +7.78% | 329,239.9 | Drug Manufacturers | |
AMZN | Amazon.com Inc | 17,776 | 3,380.0 | +12.61% | 2.650 | +0.30% | 0.000 | +26.04% | +3.17% | 2,403,011.4 | Retail - Cyclical | |
FANG | Diamondback Energy Inc | 20,760 | 3,320.0 | -6.32% | 2.600 | -0.17% | 0.010 | +9.20% | -14.66% | 40,284.1 | Oil & Gas |
DOHENY ASSET MANAGEMENT /CA's Historical Top Holdings Breakdowns
DOHENY ASSET MANAGEMENT /CA'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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
UPS | United Parcel Service Inc | 2025-03-31 | New Buy New Buy | +2.22% | 109.66 ($119.57) 136.26 | $99.53 | -16.76% | New holding | 25,709 | 25,709 | |
AMD | Advanced Micro Devices Inc | 2025-03-31 | Reduce Reduce | -1.92% | 96.63 ($111.19) 129.55 | $155.61 | 39.95% | Reduce -75.73% | 6,808 | -21,238 | |
VST | Vistra Corp | 2025-03-31 | Add Add | +0.72% | 108.49 ($149.41) 191.89 | $191.37 | 28.08% | Add 23.49% | 41,412 | 7,877 | |
NVDA | NVIDIA Corp | 2025-03-31 | Add Add | +0.64% | 106.98 ($126.74) 149.43 | $170.70 | 34.69% | Add 7.97% | 101,930 | 7,520 | |
RXST | RxSight Inc | 2025-03-31 | Add Add | +0.63% | 24.37 ($29.72) 35.84 | $7.45 | -74.93% | Add 81.64% | 71,385 | 32,085 | |
PM | Philip Morris International Inc | 2025-03-31 | Add Add | +0.48% | 117.15 ($141.65) 158.79 | $180.92 | 27.72% | Add 26.81% | 18,425 | 3,895 | |
LLY | Eli Lilly and Co | 2025-03-31 | Add Add | +0.33% | 725.72 ($832.09) 929.72 | $771.75 | -7.25% | Add 14.94% | 3,946 | 513 | |
AMZN | Amazon.com Inc | 2025-03-31 | Add Add | +0.30% | 190.26 ($217) 242.06 | $226.35 | 4.31% | Add 12.61% | 17,776 | 1,990 | |
ABT | Abbott Laboratories | 2025-03-31 | New Buy New Buy | +0.18% | 111.1 ($127.27) 140.22 | $131.49 | 3.32% | New holding | 1,715 | 1,715 | |
QCOM | Qualcomm Inc | 2025-03-31 | Reduce Reduce | -0.18% | 151.94 ($163) 175.86 | $154.30 | -5.34% | Reduce -8.59% | 16,284 | -1,531 |
DOHENY ASSET MANAGEMENT /CA Total Holding History ($B)
DOHENY ASSET MANAGEMENT /CA's Asset Allocation
DOHENY ASSET MANAGEMENT /CA Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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DOHENY ASSET MANAGEMENT /CA's Hypothetical Growth since 2025-03-31
DOHENY ASSET MANAGEMENT /CA's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
DOHENY ASSET MANAGEMENT /CA's Holdings Heat Map
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DOHENY ASSET MANAGEMENT /CA's Holdings Bubble Chart
DOHENY ASSET MANAGEMENT /CA News
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