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CIK: 0001901337
Total reported value
$529.6M
$529.6M
55 檔
5.1%
During the Q1 2025 filing period, DMKC Advisory Services, LLC (CIK: 0001901337) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $529.6M across 55 reported positions.
In Q1 2025, DMKC Advisory Services, LLC displayed an active expansion posture, initiating 2 new positions and adding to 26 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.05% | -1.74% | -2.08% | |
| 2 | VHT | Vanguard Health Care ETF | ETF-Other | 5.37% | -1.71% | +3.58% | |
| 3 | PFG | Principal Financial Group | Stock-Financials | 4.54% | -1.25% | -1.64% | |
| 4 | VPU | Vanguard Utilities ETF | ETF-Other | 4.30% | -0.82% | +0.85% | |
| 5 | BAC | Bank Of America CORP | Stock-Financials | 4.08% | -1.63% | -0.09% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.84% | -1.72% | +6.34% | |
| 7 | WFC | Wells Fargo & Co | Stock-Financials | 3.66% | -1.52% | -0.03% | |
| 8 | MMM | 3m Co | Stock-Industrials | 3.66% | -1.03% | -0.74% | |
| 9 | USB | US Bancorp | Stock-Financials | 3.35% | -1.23% | +1.08% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.37% | -0.79% | -1.02% | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.10% | +4.49% | -5.96% | |
| 12 | RTX | Rtx CORP | Stock-Industrials | 2.09% | -0.93% | -1.22% | |
| 13 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.08% | -0.87% | -1.72% | |
| 14 | CAT | Caterpillar Inc | Stock-Industrials | 2.02% | -3.04% | -0.22% | |
| 15 | SHEL | Shell Plc-adr | Stock-Energy | 2.01% | -0.94% | +0.66% | |
| 16 | XOM | Exxon Mobil CORP | Stock-Energy | 1.95% | -1.07% | +2.22% | |
| 17 | OTIS | Otis Worldwide CORP | Stock-Industrials | 1.89% | -0.47% | +1.23% | |
| 18 | CVX | Chevron CORP | Stock-Energy | 1.89% | -0.90% | +1.07% | |
| 19 | ABT | Abbott Laboratories | Stock-Healthcare | 1.86% | -0.77% | +1.32% | |
| 20 | DE | Deere & Co | Stock-Industrials | 1.84% | -1.57% | -1.16% | |
| 21 | JGRW | Jensen Quality Growth ETF | ETF-Other | 1.84% | -0.91% | +8.26% | |
| 22 | EMR | Emerson Electric Co | Stock-Industrials | 1.77% | -0.31% | +0.29% | |
| 23 | TTEN | Totalenergies Se -spon Adr | Stock-Other | 1.76% | — | +4.10% | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.76% | -0.52% | +1.55% | |
| 25 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 1.73% | -0.33% | +0.93% | |
| 26 | STT | State Street CORP | Stock-Financials | 1.71% | -0.59% | +0.28% | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.71% | +2.93% | -4.60% | |
| 28 | MDT | Medtronic plc | Stock-Healthcare | 1.68% | -0.53% | +0.59% | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.66% | -1.27% | +1.69% | |
| 30 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.63% | -0.66% | +3.41% | |
| 31 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.63% | -0.54% | +0.79% | |
| 32 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 1.62% | -0.31% | +3.47% | |
| 33 | MSFT | Microsoft CORP | Stock-Tech | 1.61% | -1.26% | -0.56% | |
| 34 | CMI | Cummins Inc | Stock-Industrials | 1.60% | -1.33% | — | |
| 35 | FDX | Fedex CORP | Stock-Industrials | 1.60% | -0.92% | +1.65% | |
| 36 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.58% | -0.80% | +3.78% | |
| 37 | SYY | Sysco CORP | Stock-Consumer Staples | 1.55% | -0.50% | +2.48% | |
| 38 | GPC | Genuine Parts Co | Stock-Consumer Disc | 1.38% | -0.32% | — | |
| 39 | PFE | Pfizer Inc | Stock-Healthcare | 1.33% | -0.61% | +4.43% | |
| 40 | C | Citigroup Inc | Stock-Financials | 1.26% | -0.42% | — | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.03% | +1.59% | +10.45% | |
| 42 | TGT | Target CORP | Stock-Consumer Disc | 1.01% | -0.53% | +3.60% | |
| 43 | VB | Vanguard Small-cap ETF | ETF-Other | 0.76% | +1.33% | +1.94% | |
| 44 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.52% | -0.57% | +47.75% | |
| 45 | PAYX | Paychex Inc | Stock-Tech | 0.47% | -0.22% | — | |
| 46 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 0.39% | — | -16.67% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.39% | -0.25% | -18.63% | |
| 48 | AAPL | Apple Inc | Stock-Tech | 0.31% | -0.21% | -82.51% | |
| 49 | NVDA | Nvidia CORP | Stock-Tech | 0.29% | -0.13% | -0.66% | |
| 50 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.27% | — | -16.69% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GPC | Genuine Parts Co | +1.4% | NEW | New buy |
| 2 | MMM | 3m Co | +0.4% | -0.74% | Trim |
| 3 | VHT | Vanguard Health Care ETF | +0.4% | +3.58% | Add |
| 4 | TTEN | Totalenergies Se -spon Adr | +0.3% | +4.10% | Add |
| 5 | SCHD | Schwab US Dvd Equity ETF | +0.3% | +6.34% | Add |
| 6 | SHEL | Shell Plc-adr | +0.3% | +0.66% | Add |
| 7 | ABT | Abbott Laboratories | +0.3% | +1.32% | Add |
| 8 | PFG | Principal Financial Group | +0.3% | -1.64% | Trim |
| 9 | CVX | Chevron CORP | +0.3% | +1.07% | Add |
| 10 | VGT | Vanguard Info Tech ETF | +0.2% | NEW | New buy |
| 11 | RTX | Rtx CORP | +0.2% | -1.22% | Trim |
| 12 | JNJ | Johnson & Johnson | +0.2% | +1.69% | Add |
| 13 | XOM | Exxon Mobil CORP | +0.2% | +2.22% | Add |
| 14 | OTIS | Otis Worldwide CORP | +0.2% | +1.23% | Add |
| 15 | VGK | Vanguard Ftse Europe ETF | +0.2% | +47.75% | Add |
| 16 | VPU | Vanguard Utilities ETF | +0.2% | +0.85% | Add |
| 17 | MDT | Medtronic plc | +0.2% | +0.59% | Add |
| 18 | DE | Deere & Co | +0.1% | -1.16% | Trim |
| 19 | KMB | Kimberly-clark CORP | +0.1% | +0.93% | Add |
| 20 | JGRW | Jensen Quality Growth ETF | +0.1% | +8.26% | Add |
| 21 | WFC | Wells Fargo & Co | +0.1% | -0.03% | Trim |
| 22 | PG | Procter & Gamble Co/the | 0% | +1.55% | Add |
| 23 | VTI | Vanguard Total Stock Mkt ETF | 0% | +10.45% | Add |
| 24 | PAYX | Paychex Inc | 0% | — | Unchanged |
| 25 | ABBV | Abbvie Inc | 0% | — | Unchanged |
| 26 | PEP | Pepsico Inc | 0% | +3.41% | Add |
| 27 | JPM | Jpmorgan Chase & Co | 0% | -1.02% | Trim |
| 28 | CASY | Casey's General Stores Inc | 0% | -16.67% | Trim |
| 29 | VB | Vanguard Small-cap ETF | -0.1% | +1.94% | Add |
| 30 | JMST | JPM Ultra-short Muni Income | -0.1% | -16.69% | Trim |
| 31 | NVDA | Nvidia CORP | -0.1% | -0.66% | Trim |
| 32 | LOW | Lowe's Cos Inc | -0.1% | +0.79% | Add |
| 33 | LMT | Lockheed Martin CORP | -0.1% | +3.78% | Add |
| 34 | GS | Goldman Sachs Group Inc | -0.2% | -1.72% | Trim |
| 35 | VIG | Vanguard Dividend Apprec ETF | -0.2% | -5.96% | Trim |
| 36 | STT | State Street CORP | -0.2% | +0.28% | Add |
| 37 | GOOG | Alphabet Inc-cl C | -0.2% | EXIT | Sold out |
| 38 | CMI | Cummins Inc | -0.2% | — | Unchanged |
| 39 | CRM | Salesforce Inc | -0.2% | EXIT | Sold out |
| 40 | MSFT | Microsoft CORP | -0.2% | -0.56% | Trim |
| 41 | FDX | Fedex CORP | -0.2% | +1.65% | Add |
| 42 | CAT | Caterpillar Inc | -0.2% | -0.22% | Trim |
| 43 | EMR | Emerson Electric Co | -0.2% | +0.29% | Add |
| 44 | BAC | Bank Of America CORP | -0.3% | -0.09% | Trim |
| 45 | TGT | Target CORP | -0.3% | +3.60% | Add |
| 46 | DEO | Diageo Plc-sponsored Adr | -0.3% | +3.47% | Add |
| 47 | IWF | Ishares Russell 1000 Growth | -0.4% | EXIT | Sold out |
| 48 | USB | US Bancorp | -0.4% | +1.08% | Add |
| 49 | VOO | Vanguard S&p 500 ETF | -0.5% | -2.08% | Trim |
| 50 | AAPL | Apple Inc | -1.7% | -82.51% | Trim |
According to official SEC Form 13F filings, DMKC Advisory Services, LLC reported a total U.S. public equity portfolio value of $529.6M across 55 disclosed positions in Q1 2025.
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, PFG) accounted for 5.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
GPC
市值: $1.5M
Top Position Liquidated / Trimmed
IWF
前期市值: $387.1K
During Q1 2025, DMKC Advisory Services, LLC's top holdings by market value included VOO (6.0%)、VHT (5.4%)、PFG (4.5%). The largest single position, VOO, represented 6.0% of total portfolio value.
In Q1 2025, DMKC Advisory Services, LLC made 47 total portfolio adjustments, initiating 2 new buys, adding to 26 positions, trimming 16 holdings, and fully liquidating 3 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.
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