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%
-1.37%
4,586.1
 
HYG 		iShares iBoxx USD High Yield Corporate Bond ETF
228,669
18,039.7
+0.92%
8.950
+0.08%
0.110
+0.51%
+1.89%
14,365.5
 
FLTR 		VanEck IG Floating Rate ETF
591,355
15,109.1
-16.01%
7.500
-1.41%
0.640
+0.62%
+1.01%
2,335.4
 
CLOI 		VanEck CLO ETF
171,701
9,072.7
+125.58%
4.500
+2.51%
0.980
+0.70%
+1.42%
1,039.8
 
AAPL 		Apple Inc
21,529
4,782.2
-2.02%
2.370
-0.05%
0.000
-11.66%
-15.56%
3,172,812.0
Hardware
META 		Meta Platforms Inc
4,977
2,868.5
-1.48%
1.420
-0.02%
0.000
-17.97%
-5.22%
1,399,655.8
Interactive Media
BRK.B 		Berkshire Hathaway Inc
4,718
2,512.7
-0.67%
1.250
-0.01%
0.000
+13.92%
+17.93%
1,152,966.0
Insurance
LLY 		Eli Lilly and Co
2,907
2,400.9
-6.44%
1.190
-0.08%
0.000
+10.28%
+14.86%
794,900.0
Drug Manufacturers
CSCO 		Cisco Systems Inc
38,265
2,361.3
+2.65%
1.170
+0.03%
0.000
-3.07%
-1.83%
228,115.3
Hardware
JNJ 		Johnson & Johnson
13,623
2,259.2
+5.98%
1.120
+0.06%
0.000
+3.97%
+8.67%
375,130.9
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
$52.78
-0.34%
Add 125.58%
171,701
95,587
JPST 		JPMorgan Ultra-Short Income ETF2025-03-31Reduce
-2.50%
●
50.39 ($50.51) 50.66
$50.62
0.22%
Reduce -83.59%
19,795
-100,853
FLTR 		VanEck IG Floating Rate ETF2025-03-31Reduce
-1.41%
●
25.45 ($25.51) 25.58
$25.40
-0.43%
Reduce -16.01%
591,355
-112,764
LRCX 		Lam Research Corp2025-03-31New Buy
+0.26%
●
72.44 ($78.75) 89.02
$70.90
-9.97%
New holding
7,091
7,091
ORCL 		Oracle Corp2025-03-31Reduce
-0.19%
●
139.81 ($162.81) 186.47
$140.79
-13.52%
Reduce -14.8%
13,364
-2,321
IBM 		International Business Machines Corp2025-03-31Reduce
-0.18%
●
217.4 ($244.61) 264.74
$239.39
-2.13%
Reduce -17.22%
7,799
-1,622
T 		AT&T Inc2025-03-31Add
+0.11%
●
21.56 ($25.15) 28.28
$27.30
8.55%
Add 33.55%
31,450
7,900
AVGO 		Broadcom Inc2025-03-31Add
+0.10%
●
167.43 ($211.65) 244.7
$191.17
-9.68%
Add 15.22%
9,250
1,222
CHTR 		Charter Communications Inc2025-03-31Add
+0.10%
●
334.89 ($357.69) 384.77
$386.33
8.01%
Add 43.93%
1,848
564
ABBV 		AbbVie Inc2025-03-31Add
+0.08%
●
169.2 ($194.4) 216.66
$193.51
-0.46%
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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