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CIK: 0002060765
Total reported value
$704.2M
$704.2M
123 檔
21.4%
According to the latest 13F quarterly dataset, DSG Capital Advisors, LLC managed an equity portfolio of $704.2M at the end of Q2 2025, spanning 123 distinct U.S. exchange-listed positions.
During Q2 2025, 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 | MSFT | Microsoft CORP | Stock-Tech | 6.96% | -0.23% | +1.39% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.55% | +0.66% | +0.42% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 5.24% | +0.46% | +1.21% | |
| 4 | LLY | Eli Lilly & Co | Stock-Healthcare | 4.22% | +0.49% | +4.08% | |
| 5 | GLD | Spdr Gold Shares | ETF-Commodities | 3.84% | -0.58% | +17.56% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.54% | +0.11% | +2.09% | |
| 7 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 3.48% | +1.02% | +23.04% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.27% | +0.44% | +7.71% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 3.22% | +0.40% | +6.78% | |
| 10 | TGT | Target CORP | Stock-Consumer Disc | 2.83% | -0.21% | +2.87% | |
| 11 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.72% | +0.47% | -2.71% | |
| 12 | USB | US Bancorp | Stock-Financials | 2.56% | -0.01% | — | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.56% | -0.32% | +549.18% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.35% | +0.26% | +4.65% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 2.24% | +0.12% | +0.50% | |
| 16 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.97% | -1.27% | +2.69% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.94% | +0.21% | +2.15% | |
| 18 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.81% | +0.38% | -12.07% | |
| 19 | IAU | Ishares Gold Trust | ETF-Commodities | 1.81% | -0.46% | +2.69% | |
| 20 | AZO | Autozone Inc | Stock-Consumer Disc | 1.66% | -0.29% | +1.74% | |
| 21 | NFLX | Netflix Inc | Stock-Comm Services | 1.57% | -0.40% | +0.99% | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.53% | -0.22% | +1.84% | |
| 23 | BND | Vanguard Total Bond Market | ETF-Other | 1.51% | -0.05% | — | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.36% | +0.13% | -0.07% | |
| 25 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.23% | -0.02% | -13.07% | |
| 26 | WMT | Walmart Inc | Stock-Consumer Staples | 1.06% | -0.16% | +1.05% | |
| 27 | PWR | Quanta Services Inc | Stock-Industrials | 1.06% | +0.02% | +5.48% | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.03% | -0.01% | +2.98% | |
| 29 | TT | Trane Technologies plc | Stock-Industrials | 1.00% | -0.01% | -1.77% | |
| 30 | HWM | Howmet Aerospace Inc | Stock-Industrials | 1.00% | +0.04% | +0.59% | |
| 31 | C | Citigroup Inc | Stock-Financials | 0.99% | +0.07% | -56.47% | |
| 32 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.90% | -0.19% | -0.08% | |
| 33 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.84% | +0.02% | — | |
| 34 | NOW | Servicenow Inc | Stock-Tech | 0.81% | -0.21% | EXIT | |
| 35 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.73% | -0.12% | +3.28% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.70% | -0.28% | — | |
| 37 | ORCL | Oracle CORP | Stock-Tech | 0.67% | -0.07% | +13.30% | |
| 38 | IYY | Ishares Dow Jones U.s. ETF | ETF-Other | 0.67% | +0.02% | — | |
| 39 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.62% | +0.02% | — | |
| 40 | ABBV | Abbvie Inc | Stock-Healthcare | 0.58% | -0.72% | -1.65% | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.56% | -0.07% | +3.08% | |
| 42 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.54% | -0.05% | — | |
| 43 | LRCX | Lam Research CORP | Stock-Tech | 0.53% | +0.39% | +127.43% | |
| 44 | HD | Home Depot Inc | Stock-Consumer Disc | 0.51% | -0.12% | — | |
| 45 | CVX | Chevron CORP | Stock-Energy | 0.48% | -0.13% | -0.13% | |
| 46 | ANET | Arista Networks Inc | Stock-Tech | 0.48% | +0.14% | -35.26% | |
| 47 | COP | Conocophillips | Stock-Energy | 0.48% | -0.15% | +14.21% | |
| 48 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.46% | — | — | |
| 49 | HON | Honeywell International Inc | Stock-Industrials | 0.44% | -0.38% | EXIT | |
| 50 | MMM | 3m Co | Stock-Industrials | 0.41% | -0.03% | — |
According to official SEC Form 13F filings, DSG Capital Advisors, LLC reported a total U.S. public equity portfolio value of $704.2M across 123 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, AVGO) accounted for 21.4% of total reported equity market value during Q2 2025.
During Q2 2025, DSG Capital Advisors, LLC's top holdings by market value included MSFT (7.0%)、AAPL (6.5%)、AVGO (5.2%). The largest single position, MSFT, represented 7.0% of total portfolio value.
In Q2 2025, 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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