TMD Wealth Management, LLC - Q3 2023 holdings

$351 Million is the total value of TMD Wealth Management, LLC's 56 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 100.0% .

 Value Shares↓ Weighting
IVV ExitISHARES TRcore s&p500 etf$0-499
-100.0%
-0.06%
CVX ExitCHEVRON CORP NEW$0-1,417
-100.0%
-0.06%
IWR ExitISHARES TRrus mid cap etf$0-3,139
-100.0%
-0.06%
ExitLITMAN GREGORY FDS TRimgp dbi managed$0-253,323
-100.0%
-1.82%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-11-13
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
VANGUARD INDEX FDS12Q3 202323.2%
ISHARES TR12Q3 202314.0%
AGF INVTS TR12Q3 20237.8%
ISHARES TR12Q3 20233.4%
APPLE INC12Q3 20231.6%
MICROSOFT CORP12Q3 20231.4%
BERKSHIRE HATHAWAY INC DEL12Q3 20230.5%
ALPHABET INC12Q3 20230.4%
PROGRESSIVE CORP12Q3 20230.3%
VISA INC12Q3 20230.3%

View TMD Wealth Management, LLC's complete holdings history.

Latest filings
TypeFiled
SC 13G2024-04-16
SC 13G/A2024-02-14
13F-HR2024-02-13
13F-HR2023-11-13
SC 13G/A2023-09-13
SC 13G2023-08-22
13F-HR2023-08-08
SC 13D2023-07-10
13F-HR2023-05-05
13F-HR2023-02-06

View TMD Wealth Management, LLC's complete filings history.

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