DI

DFPG INVESTMENTS, LLC

13F
DFPG INVESTMENTS, LLC
Last update 2024-01-10 620 Stocks (65 new)
Value $1.28 Bil Turnover 14 %
Countries:
Top Holdings: AAPL(3.98%)NVDA(3.01%)MSFT(2.33%)AMZN(2.33%)INDA(1.82%)
Summary Stock Picks Current Portfolio
DFPG INVESTMENTS, LLC Top Holdings of 2023-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL 		Apple Inc
276,659
50,974.5
+14.76%
3.980
+0.51%
0.000
-11.71%
-15.99%
3,156,738.4
Hardware
NVDA 		NVIDIA Corp
811,950
38,623.4
+3.74%
3.010
+0.11%
0.000
-15.70%
-19.03%
2,653,012.0
Semiconductors
MSFT 		Microsoft Corp
80,603
29,871.5
+20.10%
2.330
+0.39%
0.000
-12.36%
-7.01%
2,907,876.5
Software
AMZN 		Amazon.com Inc
201,055
29,850.7
+14.23%
2.330
+0.29%
0.000
-21.18%
-14.44%
1,991,940.7
Retail - Cyclical
INDA 		iShares MSCI India ETF
479,979
23,322.2
-1.76%
1.820
-0.04%
0.420
+6.22%
+1.23%
9,031.8
 
IVV 		iShares Core S&P 500 ETF
47,041
22,156.8
+11.86%
1.730
+0.18%
0.010
-8.62%
-5.70%
558,746.6
 
BND 		Vanguard Total Bond Market ETF
291,289
21,351.5
+184.73%
1.670
+1.08%
0.020
+2.32%
+2.99%
127,616.0
 
AMD 		Advanced Micro Devices Inc
132,272
17,899.1
-0.22%
1.400
0%
0.010
-15.57%
-20.20%
156,598.4
Semiconductors
BKLN 		Invesco Senior Loan ETF
778,541
16,473.9
+789.62%
1.290
+1.14%
0.420
+0.03%
+0.53%
5,933.4
 
META 		Meta Platforms Inc
47,576
16,388.4
+2.90%
1.280
+0.04%
0.000
-18.40%
-6.03%
1,387,790.9
Interactive Media

DFPG INVESTMENTS, LLC's Historical Top Holdings Breakdowns

DFPG INVESTMENTS, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BKLN 		Invesco Senior Loan ETF2023-12-31Add
+1.14%
●
20.77 ($20.98) 21.22
$20.71
-1.29%
Add 789.62%
778,541
691,027
BND 		Vanguard Total Bond Market ETF2023-12-31Add
+1.08%
●
68.04 ($70.6) 73.9
$73.36
3.91%
Add 184.73%
291,289
188,985
XLE 		The Energy Select Sector SPDR Fund2023-12-31Reduce
-0.80%
●
81.2 ($85.51) 91.96
$82.97
-2.97%
Reduce -40.08%
155,542
-104,031
OPBK 		OP Bancorp2023-12-31New Buy
+0.60%
●
8.38 ($9.18) 11.11
$12.83
39.76%
New holding
707,500
707,500
AAPL 		Apple Inc2023-12-31Add
+0.51%
●
166.89 ($184.64) 198.11
$210.14
13.81%
Add 14.76%
276,659
35,592
IGIB 		iShares Intermediate Credit Bond ETF2023-12-31Add
+0.51%
●
47.27 ($49.44) 52.23
$52.45
6.09%
Add 2180.83%
130,737
125,005
BILL 		BILL Holdings Inc2023-12-31Add
+0.50%
●
56.02 ($82.11) 115.71
$45.32
-44.81%
Add 662.49%
100,031
86,912
VCIT 		Vanguard Intermediate-Term Corporate Bond ETF2023-12-31Add
+0.50%
●
73.81 ($77.26) 81.64
$81.68
5.72%
Add 802.6%
88,166
78,398
EWZ 		iShares MSCI Brazil ETF2023-12-31New Buy
+0.41%
●
29.1 ($32.38) 35.66
$27.21
-15.97%
New holding
153,244
153,244
VAL 		Valaris Ltd2023-12-31New Buy
+0.41%
●
63.17 ($68.54) 73.58
$32.65
-52.36%
New holding
75,536
75,536

DFPG INVESTMENTS, LLC Total Holding History ($B)

To

DFPG INVESTMENTS, LLC's Asset Allocation

To

DFPG INVESTMENTS, LLC Past Portfolios

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

Top Ranked Articles

  • 1

DFPG INVESTMENTS, LLC's Hypothetical Growth since 2023-12-31

DFPG INVESTMENTS, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

DFPG INVESTMENTS, LLC's Holdings Heat Map

Size field:

DFPG INVESTMENTS, LLC's Holdings Bubble Chart

DFPG INVESTMENTS, LLC News

  • 1

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