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CIK: 0002060765
Total reported value
$704.2M
$704.2M
122 檔
22.4%
During the Q4 2024 filing period, DSG Capital Advisors, LLC (CIK: 0002060765) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $704.2M across 122 reported positions.
During Q4 2024, DSG Capital Advisors, 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 | AAPL | Apple Inc | Stock-Tech | 9.04% | +0.66% | — | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 6.31% | -0.23% | — | |
| 3 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 4.64% | +1.02% | — | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 4.49% | +0.46% | — | |
| 5 | LLY | Eli Lilly & Co | Stock-Healthcare | 4.09% | +0.49% | — | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.33% | +0.44% | — | |
| 7 | TGT | Target CORP | Stock-Consumer Disc | 3.30% | -0.21% | — | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 3.09% | +0.40% | — | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.90% | +0.11% | — | |
| 10 | USB | US Bancorp | Stock-Financials | 2.77% | -0.01% | — | |
| 11 | GLD | Spdr Gold Shares | ETF-Commodities | 2.59% | -0.58% | — | |
| 12 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.29% | +0.47% | — | |
| 13 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 2.07% | -1.27% | — | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 2.02% | +0.12% | — | |
| 15 | C | Citigroup Inc | Stock-Financials | 1.95% | +0.07% | — | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.91% | +0.21% | — | |
| 17 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.83% | +0.38% | — | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.81% | +0.26% | — | |
| 19 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.50% | -0.22% | — | |
| 20 | AZO | Autozone Inc | Stock-Consumer Disc | 1.44% | -0.29% | — | |
| 21 | IAU | Ishares Gold Trust | ETF-Commodities | 1.43% | -0.46% | — | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.28% | +0.13% | — | |
| 23 | BAC | Bank Of America CORP | Stock-Financials | 1.22% | -0.20% | — | |
| 24 | WMT | Walmart Inc | Stock-Consumer Staples | 1.21% | -0.16% | — | |
| 25 | TT | Trane Technologies plc | Stock-Industrials | 1.18% | -0.01% | — | |
| 26 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.11% | -0.02% | — | |
| 27 | ANET | Arista Networks Inc | Stock-Tech | 1.08% | +0.14% | — | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.07% | -0.01% | — | |
| 29 | NFLX | Netflix Inc | Stock-Comm Services | 1.05% | -0.40% | — | |
| 30 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.99% | -0.19% | — | |
| 31 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.97% | -0.32% | — | |
| 32 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.92% | -0.38% | — | |
| 33 | MA | Mastercard Inc - A | Stock-Financials | 0.89% | — | — | |
| 34 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.85% | -0.12% | — | |
| 35 | AMAT | Applied Materials Inc | Stock-Tech | 0.84% | +0.16% | — | |
| 36 | NOW | Servicenow Inc | Stock-Tech | 0.82% | -0.21% | EXIT | |
| 37 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.81% | +0.02% | — | |
| 38 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.76% | — | — | |
| 39 | HWM | Howmet Aerospace Inc | Stock-Industrials | 0.71% | +0.04% | — | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.67% | -0.28% | — | |
| 41 | IYY | Ishares Dow Jones U.s. ETF | ETF-Other | 0.64% | +0.02% | — | |
| 42 | PWR | Quanta Services Inc | Stock-Industrials | 0.60% | +0.02% | — | |
| 43 | CRM | Salesforce Inc | Stock-Tech | 0.59% | — | — | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.58% | -0.72% | — | |
| 45 | HD | Home Depot Inc | Stock-Consumer Disc | 0.57% | -0.12% | — | |
| 46 | OIH | Vaneck Oil Services ETF | ETF-Other | 0.56% | — | — | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.52% | -0.07% | — | |
| 48 | BBY | Best Buy Co Inc | Stock-Consumer Disc | 0.50% | -0.18% | EXIT | |
| 49 | CVX | Chevron CORP | Stock-Energy | 0.50% | -0.13% | — | |
| 50 | COP | Conocophillips | Stock-Energy | 0.47% | -0.15% | — |
According to official SEC Form 13F filings, DSG Capital Advisors, LLC reported a total U.S. public equity portfolio value of $704.2M across 122 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 AAPL, MSFT, UNH) accounted for 22.4% of total reported equity market value during Q4 2024.
During Q4 2024, DSG Capital Advisors, LLC's top holdings by market value included AAPL (9.0%)、MSFT (6.3%)、UNH (4.6%). The largest single position, AAPL, represented 9.0% of total portfolio value.
In Q4 2024, DSG Capital Advisors, 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.
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