13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001901337
Total reported value
$529.6M
$529.6M
56 檔
5.0%
At the close of Q4 2024, DMKC Advisory Services, LLC disclosed equity holdings valued at approximately $529.6M, spread across 56 reported holdings.
During Q4 2024, DMKC Advisory Services, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.52% | -1.74% | — | |
| 2 | VHT | Vanguard Health Care ETF | ETF-Other | 5.00% | -1.71% | — | |
| 3 | BAC | Bank Of America CORP | Stock-Financials | 4.33% | -1.63% | — | |
| 4 | PFG | Principal Financial Group | Stock-Financials | 4.27% | -1.25% | — | |
| 5 | VPU | Vanguard Utilities ETF | ETF-Other | 4.11% | -0.82% | — | |
| 6 | USB | US Bancorp | Stock-Financials | 3.78% | -1.23% | — | |
| 7 | WFC | Wells Fargo & Co | Stock-Financials | 3.61% | -1.52% | — | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.55% | -1.72% | — | |
| 9 | MMM | 3m Co | Stock-Industrials | 3.26% | -1.03% | — | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.36% | -0.79% | — | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.27% | +4.49% | — | |
| 12 | CAT | Caterpillar Inc | Stock-Industrials | 2.25% | -3.04% | — | |
| 13 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.23% | -0.87% | — | |
| 14 | AAPL | Apple Inc | Stock-Tech | 2.02% | -0.21% | — | |
| 15 | EMR | Emerson Electric Co | Stock-Industrials | 2.01% | -0.31% | — | |
| 16 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 1.91% | -0.31% | — | |
| 17 | STT | State Street CORP | Stock-Financials | 1.89% | -0.59% | — | |
| 18 | RTX | Rtx CORP | Stock-Industrials | 1.86% | -0.93% | — | |
| 19 | FDX | Fedex CORP | Stock-Industrials | 1.83% | -0.92% | — | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 1.83% | -1.26% | — | |
| 21 | CMI | Cummins Inc | Stock-Industrials | 1.79% | -1.33% | — | |
| 22 | JGRW | Jensen Quality Growth ETF | ETF-Other | 1.74% | -0.91% | — | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 1.74% | -1.07% | — | |
| 24 | SHEL | Shell Plc-adr | Stock-Energy | 1.72% | -0.94% | — | |
| 25 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.72% | -0.54% | — | |
| 26 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.72% | -0.52% | — | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.70% | +2.93% | — | |
| 28 | DE | Deere & Co | Stock-Industrials | 1.69% | -1.57% | — | |
| 29 | OTIS | Otis Worldwide CORP | Stock-Industrials | 1.69% | -0.47% | — | |
| 30 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.67% | -0.80% | — | |
| 31 | CVX | Chevron CORP | Stock-Energy | 1.63% | -0.90% | — | |
| 32 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.61% | -0.66% | — | |
| 33 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 1.59% | -0.33% | — | |
| 34 | ABT | Abbott Laboratories | Stock-Healthcare | 1.58% | -0.77% | — | |
| 35 | SYY | Sysco CORP | Stock-Consumer Staples | 1.55% | -0.50% | — | |
| 36 | MDT | Medtronic plc | Stock-Healthcare | 1.49% | -0.53% | — | |
| 37 | TTEN | Totalenergies Se -spon Adr | Stock-Other | 1.44% | — | — | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.43% | -1.27% | — | |
| 39 | PFE | Pfizer Inc | Stock-Healthcare | 1.34% | -0.61% | — | |
| 40 | TGT | Target CORP | Stock-Consumer Disc | 1.27% | -0.53% | — | |
| 41 | C | Citigroup Inc | Stock-Financials | 1.26% | -0.42% | — | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.99% | +1.59% | — | |
| 43 | VB | Vanguard Small-cap ETF | ETF-Other | 0.81% | +1.33% | — | |
| 44 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 0.43% | — | — | |
| 45 | PAYX | Paychex Inc | Stock-Tech | 0.43% | -0.22% | — | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.41% | -0.25% | — | |
| 47 | NVDA | Nvidia CORP | Stock-Tech | 0.37% | -0.13% | — | |
| 48 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.35% | -0.08% | — | |
| 49 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.33% | — | — | |
| 50 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.32% | -0.57% | — |
According to official SEC Form 13F filings, DMKC Advisory Services, LLC reported a total U.S. public equity portfolio value of $529.6M across 56 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, VHT, BAC) accounted for 5.0% of total reported equity market value during Q4 2024.
During Q4 2024, DMKC Advisory Services, LLC's top holdings by market value included VOO (6.5%)、VHT (5.0%)、BAC (4.3%). The largest single position, VOO, represented 6.5% of total portfolio value.
In Q4 2024, DMKC Advisory Services, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.