$154 Million is the total value of DB Wealth Management Group, LLC's 354 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 40.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| RSP | Sell | INVESCO S&Petf | $24,726,879 | +9.6% | 175,058 | -1.3% | 16.02% | -0.5% |
| FV | Buy | FIRST TRUSTetf | $10,728,211 | +24.4% | 230,466 | +9.7% | 6.95% | +12.9% |
| EFA | Buy | ISHARES MSCIetf | $7,900,597 | +1128.7% | 120,363 | +948.1% | 5.12% | +1015.0% |
| HDV | Sell | ISHARES COREetf | $5,785,556 | +2.9% | 55,502 | -9.8% | 3.75% | -6.6% |
| DIA | Buy | SPDR DOWetf | $4,677,312 | +83.8% | 14,117 | +59.4% | 3.03% | +66.9% |
| SHV | Buy | ISHARES SHORTetf | $4,663,275 | +0.9% | 42,424 | +1.0% | 3.02% | -8.4% |
| VTI | Sell | VANGUARD TOTALetf | $4,653,466 | -0.4% | 24,340 | -6.5% | 3.02% | -9.5% |
| RDIV | Buy | INVESCO S&Petf | $4,422,665 | +70.9% | 101,507 | +47.8% | 2.86% | +55.1% |
| IJH | Sell | ISHARES COREetf | $4,384,790 | -14.2% | 18,127 | -22.3% | 2.84% | -22.1% |
| DWM | New | WISDOMTREE DEFAetf | $4,210,490 | – | 89,509 | +100.0% | 2.73% | – |
| DON | Buy | WISDOMTREE U Setf | $4,025,128 | +86.5% | 97,840 | +70.8% | 2.61% | +69.4% |
| BILS | New | SPDR BLOOMBERGetf | $3,240,826 | – | 32,640 | +100.0% | 2.10% | – |
| New | WISDOMTREE FLOATINGetf | $3,228,539 | – | 64,224 | +100.0% | 2.09% | – | |
| SPLV | Sell | INVESCO EXCHANGEetf | $2,821,839 | +9.8% | 44,160 | -0.6% | 1.83% | -0.3% |
| DES | Buy | WISDOMTREE U Setf | $2,755,268 | +68.3% | 96,880 | +52.4% | 1.78% | +52.8% |
| SRLN | Sell | SPDR BLACKSTONEetf | $2,472,584 | -12.1% | 60,454 | -12.2% | 1.60% | -20.2% |
| QQQ | Sell | INVESCO QQQetf | $2,362,170 | -23.2% | 8,871 | -22.9% | 1.53% | -30.3% |
| SPY | Sell | SPDR S&Petf | $2,190,559 | -19.3% | 5,728 | -24.6% | 1.42% | -26.8% |
| AAPL | Buy | APPLE INC | $1,864,755 | +1.9% | 14,352 | +8.4% | 1.21% | -7.5% |
| SHYG | Sell | ISHARESetf | $1,756,858 | -3.4% | 42,965 | -5.6% | 1.14% | -12.3% |
| SDOG | Sell | ALPS SECTORetf | $1,686,447 | +4.9% | 32,785 | -7.9% | 1.09% | -4.8% |
| FTXG | Sell | FIRST TRUSTetf | $1,600,425 | -24.5% | 59,165 | -30.7% | 1.04% | -31.5% |
| FXO | Sell | FIRST TRUSTetf | $1,427,596 | -12.5% | 34,853 | -21.3% | 0.92% | -20.5% |
| SDY | Buy | SPDR SERIESetf | $1,421,098 | +14.8% | 11,359 | +2.3% | 0.92% | +4.2% |
| SCHA | Sell | SCHWAB USetf | $1,367,750 | -15.4% | 33,763 | -21.0% | 0.89% | -23.2% |
| FXH | Sell | FIRST TRUSTetf | $1,284,101 | +11.8% | 11,810 | -0.1% | 0.83% | +1.5% |
| BRKB | Sell | BERKSHIRE HATHAWAY | $1,283,480 | +14.9% | 4,155 | -0.7% | 0.83% | +4.3% |
| XAR | Buy | SPDR S&Petf | $1,273,279 | +760.3% | 11,570 | +619.1% | 0.82% | +678.3% |
| IJR | Sell | ISHARES COREetf | $1,265,681 | -27.1% | 13,374 | -32.8% | 0.82% | -33.8% |
| ILCG | Sell | ISHARES MORNINGSTARetf | $1,182,696 | +0.7% | 24,295 | -0.2% | 0.77% | -8.7% |
| SCHM | Sell | SCHWAB USetf | $1,168,567 | -20.5% | 17,811 | -26.7% | 0.76% | -27.8% |
| FXZ | Sell | FIRST TRUSTetf | $1,130,206 | -5.8% | 18,653 | -19.4% | 0.73% | -14.5% |
| SLQD | Buy | ISHARESetf | $1,124,086 | +1.2% | 23,487 | +0.2% | 0.73% | -8.2% |
| VYM | Sell | VANGUARD HIGHetf | $1,102,151 | +14.0% | 10,185 | -0.1% | 0.71% | +3.5% |
| SMMV | Buy | ISHARES MSCIetf | $1,063,742 | +210.1% | 30,744 | +186.2% | 0.69% | +181.2% |
| XLE | Buy | SECTOR ENERGYetf | $1,047,070 | +50.0% | 11,971 | +23.5% | 0.68% | +36.1% |
| PAVE | Sell | GLOBAL Xetf | $995,631 | +5.9% | 37,585 | -7.8% | 0.64% | -3.9% |
| IWD | Sell | ISHARES RUSSELLetf | $942,808 | -11.6% | 6,217 | -20.7% | 0.61% | -19.7% |
| BIL | New | SPDR BLOOMBERGetf | $921,011 | – | 10,069 | +100.0% | 0.60% | – |
| MGV | Buy | VANGUARD MEGAetf | $885,230 | +15.0% | 8,607 | +0.5% | 0.57% | +4.2% |
| FTSM | Buy | FIRST TRUSTetf | $858,978 | +292.2% | 14,451 | +292.2% | 0.56% | +256.4% |
| QUAL | Sell | ISHARES MSCIetf | $833,594 | -20.4% | 7,315 | -27.4% | 0.54% | -27.7% |
| FXU | Sell | FIRST TRUSTetf | $806,671 | -9.8% | 24,290 | -17.0% | 0.52% | -18.0% |
| XMLV | Buy | INVESCO EXCHANGEetf | $806,926 | +106.4% | 15,086 | +85.3% | 0.52% | +87.5% |
| MGK | Sell | VANGUARD MEGAetf | $734,437 | -10.8% | 4,268 | -9.6% | 0.48% | -18.9% |
| MINT | Buy | PIMCO EHNANCEDetf | $718,608 | +52.2% | 7,284 | +52.4% | 0.47% | +38.3% |
| FXR | Sell | FIRST TRUSTetf | $709,331 | -1.1% | 13,771 | -11.8% | 0.46% | -10.2% |
| VIG | Sell | VANGUARD DIVIDENDetf | $594,341 | +11.9% | 3,914 | -0.4% | 0.38% | +1.6% |
| DWAS | Sell | INVESCO DWAetf | $593,766 | +0.6% | 8,161 | -5.3% | 0.38% | -8.6% |
| VO | Sell | VANGUARD MIDetf | $581,881 | -11.6% | 2,855 | -18.5% | 0.38% | -19.8% |
| PFF | Sell | ISHARES U Setf | $535,160 | -29.0% | 17,529 | -26.4% | 0.35% | -35.5% |
| REGL | Buy | PROSHARES S&Petf | $511,082 | +13.1% | 7,143 | +1.8% | 0.33% | +2.5% |
| MSFT | Buy | MICROSOFT CORP | $505,954 | +3.0% | 2,110 | +0.0% | 0.33% | -6.3% |
| ADP | AUTOMATIC DATA | $502,561 | +5.6% | 2,104 | 0.0% | 0.33% | -4.1% | |
| IMCB | Buy | ISHARES MORNINGSTARetf | $499,164 | +10.9% | 8,508 | +2.0% | 0.32% | +0.6% |
| IMCG | Sell | ISHARES MORNINGSTARetf | $427,915 | -30.3% | 7,942 | -34.8% | 0.28% | -36.8% |
| QCOM | QUALCOMM INC | $421,027 | -2.8% | 3,830 | 0.0% | 0.27% | -11.7% | |
| BSCN | New | INVESCO BULLETSHARESetf | $409,697 | – | 19,528 | +100.0% | 0.26% | – |
| AMZN | AMAZON COM | $404,880 | -25.7% | 4,820 | 0.0% | 0.26% | -32.6% | |
| MGC | Buy | VANGUARD MEGAetf | $400,209 | +6.4% | 3,023 | +0.5% | 0.26% | -3.4% |
| FXG | Buy | FIRST TRUSTetf | $388,672 | +38.3% | 6,192 | +25.1% | 0.25% | +25.4% |
| RFV | New | INVESCO S&Petf | $353,484 | – | 3,896 | +100.0% | 0.23% | – |
| QTEC | Sell | FIRST TRUSTetf | $349,256 | -29.2% | 3,319 | -29.4% | 0.23% | -35.8% |
| VGT | Sell | VANGUARD INFORMATIONetf | $336,019 | -7.4% | 1,052 | -11.0% | 0.22% | -15.8% |
| VOT | Sell | VANGUARD MIDetf | $322,035 | -33.6% | 1,791 | -37.1% | 0.21% | -39.6% |
| PKW | Sell | INVESCO BUYBACKetf | $307,332 | +14.7% | 3,592 | -0.6% | 0.20% | +4.2% |
| USMV | Sell | ISHARES MSCIetf | $304,038 | +4.5% | 4,217 | -4.3% | 0.20% | -5.3% |
| SRE | SEMPRA | $302,435 | +3.2% | 1,957 | 0.0% | 0.20% | -6.2% | |
| DVY | ISHARES SELECTetf | $273,762 | +12.7% | 2,270 | 0.0% | 0.18% | +2.3% | |
| TFLO | Buy | ISHARES TREASURYetf | $270,046 | +26.2% | 5,357 | +26.3% | 0.18% | +14.4% |
| BX | BLACKSTONE INC | $267,603 | -11.4% | 3,607 | 0.0% | 0.17% | -19.9% | |
| VHT | VANGUARD HEALTHetf | $263,429 | +10.7% | 1,062 | 0.0% | 0.17% | +0.6% | |
| CWB | Sell | SPDR BLOOMBERGetf | $249,897 | -13.2% | 3,884 | -14.6% | 0.16% | -21.4% |
| FVD | FIRST TRUSTetf | $244,968 | +11.3% | 6,138 | 0.0% | 0.16% | +1.3% | |
| COST | COSTCO WHOLESALE | $237,837 | -3.3% | 521 | 0.0% | 0.15% | -12.5% | |
| TSLA | TESLA INC | $220,615 | -53.6% | 1,791 | 0.0% | 0.14% | -57.8% | |
| IWF | ISHARES RUSSELLetf | $220,881 | +1.8% | 1,031 | 0.0% | 0.14% | -7.7% | |
| XSD | Sell | SPDR SERIESetf | $209,372 | -19.2% | 1,252 | -26.4% | 0.14% | -26.5% |
| RMD | RESMED INC | $205,424 | -4.5% | 987 | 0.0% | 0.13% | -13.1% | |
| JPM | Buy | JPMORGAN CHASE | $192,584 | +28.4% | 1,436 | +0.1% | 0.12% | +16.8% |
| DIS | Sell | WALT DISNEY | $173,673 | -14.9% | 1,999 | -7.6% | 0.11% | -22.6% |
| SPMO | INVESCO EXCHANGEetf | $172,782 | +12.9% | 3,043 | 0.0% | 0.11% | +2.8% | |
| O | REALTY INCOME | $168,246 | +9.3% | 2,652 | 0.0% | 0.11% | -0.9% | |
| ANTM | Sell | ELEVANCE HEALTH | $167,741 | +1.0% | 327 | -10.4% | 0.11% | -7.6% |
| XMMO | Sell | INVESCO S&Petf | $154,892 | +5.4% | 2,057 | -2.5% | 0.10% | -4.8% |
| SCHD | SCHWAB USetf | $149,645 | +13.4% | 1,981 | 0.0% | 0.10% | +3.2% | |
| PDP | INVESCO DWAetf | $149,347 | +5.2% | 2,102 | 0.0% | 0.10% | -4.0% | |
| XYL | XYLEM INC | $147,623 | +26.2% | 1,335 | 0.0% | 0.10% | +14.3% | |
| XLV | Buy | SECTOR HEALTHCAREetf | $144,437 | +109.3% | 1,063 | +85.5% | 0.09% | +91.8% |
| DHR | DANAHER CORP | $140,142 | +3.0% | 528 | 0.0% | 0.09% | -6.2% | |
| PG | PROCTER & GAMBLE | $140,041 | +19.7% | 924 | 0.0% | 0.09% | +8.3% | |
| FDN | Sell | FIRST TRUSTetf | $135,342 | -54.4% | 1,099 | -53.3% | 0.09% | -58.5% |
| IWR | Buy | ISHARES RUSSELLetf | $127,786 | +34.5% | 1,895 | +23.4% | 0.08% | +22.1% |
| VB | Sell | VANGUARD SMALLetf | $128,662 | -60.0% | 701 | -62.8% | 0.08% | -63.9% |
| WOLFSPEED INC | $124,272 | -33.2% | 1,800 | 0.0% | 0.08% | -39.1% | ||
| IWO | Sell | ISHARES RUSSELLetf | $125,709 | -0.2% | 586 | -3.9% | 0.08% | -10.0% |
| PFE | PFIZER INC | $123,181 | +17.3% | 2,404 | 0.0% | 0.08% | +6.7% | |
| CAT | CATERPILLAR INC | $121,217 | +46.0% | 506 | 0.0% | 0.08% | +33.9% | |
| PBJ | Buy | INVESCO DYNAMICetf | $120,699 | +21.9% | 2,644 | +12.1% | 0.08% | +9.9% |
| FPE | FIRST TRUSTetf | $119,582 | +0.5% | 7,118 | 0.0% | 0.08% | -9.4% | |
| NVDA | NVIDIA CORP | $116,912 | +20.5% | 800 | 0.0% | 0.08% | +10.1% | |
| DXJ | WISDOMTREE JAPANetf | $115,658 | +4.2% | 1,799 | 0.0% | 0.08% | -5.1% | |
| MAR | MARRIOTT INTL | $114,348 | +5.9% | 768 | 0.0% | 0.07% | -3.9% | |
| PRN | Sell | INVESCO DWAetf | $107,012 | -0.9% | 1,239 | -5.7% | 0.07% | -10.4% |
| IDA | IDACORP INC | $106,664 | +8.8% | 989 | 0.0% | 0.07% | -1.4% | |
| COP | CONOCOPHILLIPS | $102,778 | +15.5% | 871 | 0.0% | 0.07% | +4.7% | |
| FGD | Sell | FIRST TRUSTetf | $103,658 | +15.2% | 4,716 | -2.4% | 0.07% | +4.7% |
| PKI | PERKINELMER INC | $101,099 | +16.2% | 721 | 0.0% | 0.06% | +4.8% | |
| WFC | WELLS FARGO | $99,516 | +2.6% | 2,410 | 0.0% | 0.06% | -7.2% | |
| FTXN | FIRST TRUSTetf | $92,128 | +13.7% | 3,295 | 0.0% | 0.06% | +3.4% | |
| XLP | Sell | SECTOR CONSUMERetf | $90,280 | -7.9% | 1,211 | -17.6% | 0.06% | -17.1% |
| ITOT | Sell | ISHARES COREetf | $89,125 | -49.6% | 1,051 | -52.9% | 0.06% | -54.0% |
| ILCV | Sell | ISHARES MORNINGSTARetf | $87,257 | +5.1% | 1,380 | -6.6% | 0.06% | -3.4% |
| SPMD | SPDR PORTFOLIOetf | $85,468 | +9.6% | 2,011 | 0.0% | 0.06% | -1.8% | |
| TECK | New | TECK RESOURCES | $83,317 | – | 2,203 | +100.0% | 0.05% | – |
| ITA | New | ISHARES AEROSPACEetf | $83,000 | – | 742 | +100.0% | 0.05% | – |
| JNJ | JOHNSON & JOHNSON | $78,433 | +7.4% | 444 | 0.0% | 0.05% | -1.9% | |
| V | VISA INC | $79,416 | +16.8% | 382 | 0.0% | 0.05% | +4.1% | |
| IWS | ISHARES RUSSetf | $75,423 | +9.3% | 716 | 0.0% | 0.05% | 0.0% | |
| FNX | Sell | FIRST TRUSTetf | $74,041 | -32.7% | 843 | -38.3% | 0.05% | -39.2% |
| USB | U S BANCORP DE | $74,224 | +7.6% | 1,702 | 0.0% | 0.05% | -2.0% | |
| KO | COCA COLA COMPANY | $72,197 | +12.8% | 1,135 | 0.0% | 0.05% | +2.2% | |
| LLY | ELI LILLY | $73,168 | +12.6% | 200 | 0.0% | 0.05% | +2.2% | |
| ABBV | ABBVIE INC | $72,078 | +20.1% | 446 | 0.0% | 0.05% | +9.3% | |
| VBR | Sell | VANGUARD SMALLetf | $69,872 | -62.8% | 440 | -66.5% | 0.04% | -66.4% |
| PPG | PPG INDUSTRIES | $70,037 | +13.0% | 557 | 0.0% | 0.04% | +2.3% | |
| LDUR | PIMCO ENHANCEDetf | $69,470 | -0.8% | 737 | 0.0% | 0.04% | -10.0% | |
| IEV | ISHARES EUROPEetf | $68,614 | +20.4% | 1,515 | 0.0% | 0.04% | +7.3% | |
| PEP | PEPSICO INC | $68,470 | +10.4% | 379 | 0.0% | 0.04% | 0.0% | |
| IMCV | Sell | ISHARES MORNINGSTARetf | $68,379 | +3.6% | 1,102 | -6.2% | 0.04% | -6.4% |
| AMGN | AMGEN INC | $65,660 | +17.2% | 250 | 0.0% | 0.04% | +7.5% | |
| PIO | INVESCO EXCHANGEetf | $65,822 | +13.5% | 2,016 | 0.0% | 0.04% | +4.9% | |
| LIN | LINDE PLC | $65,888 | +22.0% | 202 | 0.0% | 0.04% | +10.3% | |
| GOOGL | ALPHABET INC | $65,290 | -8.0% | 740 | 0.0% | 0.04% | -17.6% | |
| HIG | HARTFORD FINANCIAL | $64,607 | +21.9% | 852 | 0.0% | 0.04% | +10.5% | |
| MDIV | FIRST TRUSTetf | $65,149 | +3.4% | 4,352 | 0.0% | 0.04% | -6.7% | |
| FXN | Buy | FIRST TRUSTetf | $61,319 | +46.0% | 3,588 | +32.0% | 0.04% | +33.3% |
| ESGD | ISHARES ESGetf | $62,453 | +17.8% | 950 | 0.0% | 0.04% | +5.3% | |
| ERTH | INVESCO MSCIetf | $62,114 | -1.4% | 1,300 | 0.0% | 0.04% | -11.1% | |
| XOM | EXXON MOBIL | $60,370 | +25.8% | 547 | 0.0% | 0.04% | +14.7% | |
| MA | MASTERCARD INC | $58,071 | +23.6% | 167 | 0.0% | 0.04% | +11.8% | |
| ACWV | ISHARES MSCIetf | $57,677 | +6.8% | 607 | 0.0% | 0.04% | -5.1% | |
| BLK | BLACKROCK INC | $53,147 | +29.6% | 75 | 0.0% | 0.03% | +17.2% | |
| TPR | TAPESTRY INC | $52,588 | +34.8% | 1,381 | 0.0% | 0.03% | +21.4% | |
| ITT | ITT INC | $52,877 | +23.0% | 652 | 0.0% | 0.03% | +9.7% | |
| GOOG | ALPHABET INC | $53,238 | -8.2% | 600 | 0.0% | 0.03% | -17.1% | |
| EFAV | Sell | ISHARES MSCIetf | $51,012 | -73.7% | 802 | -76.4% | 0.03% | -76.1% |
| PDD | PINDUODUO INC | $51,050 | +30.9% | 626 | 0.0% | 0.03% | +17.9% | |
| VBK | Sell | VANGUARD SMALLetf | $50,124 | -45.5% | 250 | -47.3% | 0.03% | -51.5% |
| CMCSA | COMCAST CORP | $47,629 | +19.1% | 1,362 | 0.0% | 0.03% | +6.9% | |
| IJT | ISHARES S&Petf | $45,606 | +6.1% | 422 | 0.0% | 0.03% | -3.2% | |
| NEE | NEXTERA ENERGY | $46,732 | +6.2% | 559 | 0.0% | 0.03% | -3.2% | |
| PSX | PHILLIPS 66 | $45,275 | +29.4% | 435 | 0.0% | 0.03% | +16.0% | |
| VXUS | Sell | VANGUARD TOTALetf | $45,307 | -85.7% | 876 | -87.3% | 0.03% | -87.2% |
| FSK | FS KKR | $44,485 | +3.5% | 2,542 | 0.0% | 0.03% | -6.5% | |
| VTV | VANGUARD VALUEetf | $43,655 | +14.9% | 311 | 0.0% | 0.03% | +3.7% | |
| MPC | MARATHON PETROLEUM | $43,646 | +18.0% | 375 | 0.0% | 0.03% | +7.7% | |
| EWW | ISHARES MSCIetf | $42,725 | +12.4% | 864 | 0.0% | 0.03% | +3.7% | |
| MTUM | Buy | ISHARES MSCIetf | $43,624 | +11.9% | 299 | +1.4% | 0.03% | 0.0% |
| SUSL | ISHARES ESGetf | $41,112 | +8.2% | 620 | 0.0% | 0.03% | 0.0% | |
| BSV | VANGUARD SHORTetf | $41,103 | +0.3% | 546 | 0.0% | 0.03% | -6.9% | |
| AIRR | FIRST TRUSTetf | $39,487 | +16.1% | 895 | 0.0% | 0.03% | +8.3% | |
| NARI | INARI MEDICAL | $38,136 | -13.3% | 600 | 0.0% | 0.02% | -19.4% | |
| IWM | ISHARES RUSSELLetf | $38,359 | +6.6% | 220 | 0.0% | 0.02% | -3.8% | |
| HEALTHCARE REALTY | $39,349 | -8.5% | 2,042 | 0.0% | 0.02% | -19.4% | ||
| LOW | LOWES COMPANIES | $38,453 | +6.8% | 193 | 0.0% | 0.02% | -3.8% | |
| UNP | UNION PACIFIC CORP | $36,858 | +5.3% | 178 | 0.0% | 0.02% | -4.0% | |
| ACWX | ISHARES MSCIetf | $36,992 | +12.1% | 813 | 0.0% | 0.02% | 0.0% | |
| CNC | CENTENE CORP | $37,725 | +4.8% | 460 | 0.0% | 0.02% | -7.7% | |
| TAP | MOLSON COORS | $35,085 | +6.3% | 681 | 0.0% | 0.02% | -4.2% | |
| LHX | L3HARRIS TECHNOLOGIES | $35,604 | -1.1% | 171 | 0.0% | 0.02% | -11.5% | |
| KHC | KRAFT HEINZ | $35,377 | +22.0% | 869 | 0.0% | 0.02% | +9.5% | |
| VLO | VALERO ENERGY | $33,998 | +17.2% | 268 | 0.0% | 0.02% | +4.8% | |
| MCD | MCDONALDS CORP | $33,995 | +13.3% | 129 | 0.0% | 0.02% | +4.8% | |
| FMC | FMC CORP | $33,696 | +16.2% | 270 | 0.0% | 0.02% | +4.8% | |
| SMLV | Buy | SPDR SSGAetf | $33,142 | +10.5% | 308 | +0.7% | 0.02% | 0.0% |
| ALL | ALLSTATE CORP | $32,680 | +8.9% | 241 | 0.0% | 0.02% | 0.0% | |
| PGX | INVESCO PFDetf | $32,288 | -5.0% | 2,888 | 0.0% | 0.02% | -12.5% | |
| LDOS | LEIDOS HOLDINGS | $32,609 | +20.8% | 310 | 0.0% | 0.02% | +10.5% | |
| IBM | INTL BUSINESS | $32,405 | +20.0% | 230 | 0.0% | 0.02% | +10.5% | |
| GGG | GRACO INC | $30,603 | +13.3% | 455 | 0.0% | 0.02% | +5.3% | |
| WSM | WILLIAMS SONOMA | $31,603 | -1.2% | 275 | 0.0% | 0.02% | -13.0% | |
| FAN | FIRST TRUSTetf | $30,310 | +16.6% | 1,750 | 0.0% | 0.02% | +5.3% | |
| SUSA | ISHARES MSCIetf | $31,199 | +7.6% | 379 | 0.0% | 0.02% | -4.8% | |
| IYK | New | ISHARES U Setf | $30,823 | – | 152 | +100.0% | 0.02% | – |
| PFG | PRINCIPAL FINANCIAL | $31,638 | +17.2% | 377 | 0.0% | 0.02% | +5.3% | |
| LRCX | LAM RESEARCH CORPORATION | $30,262 | +16.4% | 72 | 0.0% | 0.02% | +5.3% | |
| MGRC | MCGRATH RENTCORP | $30,412 | +17.0% | 308 | 0.0% | 0.02% | +5.3% | |
| ESML | ISHARES ESGetf | $28,770 | +6.6% | 875 | 0.0% | 0.02% | 0.0% | |
| CMG | CHIPOTLE MEXICAN | $29,137 | -8.9% | 21 | 0.0% | 0.02% | -17.4% | |
| RPV | INVESCO S&Petf | $29,554 | +13.7% | 379 | 0.0% | 0.02% | 0.0% | |
| MTH | MERITAGE HOMES | $27,568 | +31.3% | 299 | 0.0% | 0.02% | +20.0% | |
| BKR | BAKER HUGHES | $27,935 | +39.7% | 946 | 0.0% | 0.02% | +28.6% | |
| SFIG | Sell | WISDOMTREE U Setf | $27,532 | -75.4% | 589 | -75.6% | 0.02% | -77.5% |
| VIOO | Sell | VANGUARD S&Petf | $27,903 | -57.1% | 161 | -59.9% | 0.02% | -60.9% |
| TMO | THERMO FISHER | $28,085 | +8.0% | 51 | 0.0% | 0.02% | -5.3% | |
| PEJ | Sell | INVESCO DYNAMICetf | $27,453 | -59.6% | 754 | -61.7% | 0.02% | -63.3% |
| MO | ALTRIA GROUP | $26,832 | +11.8% | 587 | 0.0% | 0.02% | 0.0% | |
| SYF | SYNCHRONY FINANCIAL | $26,124 | +18.7% | 795 | 0.0% | 0.02% | +6.2% | |
| VRTX | VERTEX PHARMACEUTICALS | $25,701 | -1.2% | 89 | 0.0% | 0.02% | -10.5% | |
| IWN | ISHARES RUSSELLetf | $26,763 | +7.1% | 193 | 0.0% | 0.02% | -5.6% | |
| AZN | ASTRAZENECA PLC | $26,917 | +22.4% | 397 | 0.0% | 0.02% | +6.2% | |
| EQH | EQUITABLE HOLDINGS | $24,252 | +10.2% | 845 | 0.0% | 0.02% | 0.0% | |
| CQP | CHENIERE ENERGYoil & gas, real estate and reit | $25,307 | +5.4% | 445 | 0.0% | 0.02% | -5.9% | |
| BA | BOEING COMPANY | $24,764 | +54.8% | 130 | 0.0% | 0.02% | +45.5% | |
| GES | GUESS INC | $24,994 | +38.9% | 1,208 | 0.0% | 0.02% | +23.1% | |
| IWP | ISHARES RUSSELLetf | $24,244 | +5.4% | 290 | 0.0% | 0.02% | 0.0% | |
| HYS | PIMCO 0-5etf | $24,725 | +3.0% | 277 | 0.0% | 0.02% | -5.9% | |
| NKE | NIKE INC | $24,689 | +37.2% | 211 | 0.0% | 0.02% | +23.1% | |
| AES | New | AES CORP | $22,634 | – | 787 | +100.0% | 0.02% | – |
| UNH | Buy | UNITEDHEALTH GROUP | $23,128 | +5.1% | 44 | +2.3% | 0.02% | -6.2% |
| A | AGILENT TECHNOLOGIES | $22,747 | +26.4% | 152 | 0.0% | 0.02% | +15.4% | |
| DOW | DOW INC | $23,885 | +13.7% | 474 | 0.0% | 0.02% | 0.0% | |
| VOE | VANGUARD MIDetf | $22,720 | +13.6% | 168 | 0.0% | 0.02% | +7.1% | |
| ABT | ABBOTT LABORATORIES | $22,397 | +12.0% | 204 | 0.0% | 0.02% | +7.1% | |
| MKC | MC CORMICK | $22,049 | +16.0% | 266 | 0.0% | 0.01% | 0.0% | |
| XEL | XCEL ENERGY | $21,313 | +12.2% | 304 | 0.0% | 0.01% | 0.0% | |
| VOYA | VOYA FINANCIAL | $21,337 | +1.6% | 347 | 0.0% | 0.01% | -6.7% | |
| HYG | ISHARES IBOXXetf | $21,279 | +1.3% | 289 | 0.0% | 0.01% | -6.7% | |
| CRAK | VANECK OILetf | $21,684 | +14.1% | 695 | 0.0% | 0.01% | 0.0% | |
| HPQ | HP INC | $21,496 | +7.5% | 800 | 0.0% | 0.01% | 0.0% | |
| SAIC | SCIENCE APPLICATIONS | $20,855 | +22.7% | 188 | 0.0% | 0.01% | +16.7% | |
| BIP | BROOKFIELD INFRASTRUCTREoil & gas, real estate and reit | $19,462 | -15.4% | 628 | 0.0% | 0.01% | -18.8% | |
| MU | MICRON TECHNOLOGY INC | $19,992 | -0.0% | 400 | 0.0% | 0.01% | -7.1% | |
| SKYY | Sell | FIRST TRUSTetf | $19,818 | -29.2% | 344 | -26.2% | 0.01% | -35.0% |
| XLB | SECTOR MATERIALSetf | $20,352 | +13.1% | 262 | 0.0% | 0.01% | 0.0% | |
| HTHT | H GROUP | $19,513 | +30.1% | 460 | 0.0% | 0.01% | +18.2% | |
| VEA | VANGUARD FTSEetf | $20,523 | +14.0% | 489 | 0.0% | 0.01% | 0.0% | |
| NFLX | NETFLIX INC | $20,642 | +29.0% | 70 | 0.0% | 0.01% | +18.2% | |
| EVX | VANECK ENVIRONMENTALetf | $19,068 | +5.9% | 140 | 0.0% | 0.01% | -7.7% | |
| MAT | MATTEL INC | $17,840 | -6.1% | 1,000 | 0.0% | 0.01% | -14.3% | |
| STAG | STAG INDUSTRIAL | $16,413 | +17.2% | 508 | 0.0% | 0.01% | +10.0% | |
| ALB | ALBEMARLE CORP | $16,537 | -17.3% | 76 | 0.0% | 0.01% | -21.4% | |
| DIV | GLOBAL Xetf | $16,798 | +5.0% | 894 | 0.0% | 0.01% | 0.0% | |
| HD | HOME DEPOT | $17,635 | +17.6% | 56 | 0.0% | 0.01% | 0.0% | |
| RCD | Sell | INVESCO S&Petf | $17,572 | -41.4% | 149 | -48.1% | 0.01% | -47.6% |
| MGM | MGM RESORTS | $16,765 | +11.8% | 500 | 0.0% | 0.01% | 0.0% | |
| MRVL | MARVELL TECHNOLOGY | $17,631 | -11.8% | 476 | 0.0% | 0.01% | -21.4% | |
| MDLZ | MONDELEZ INTERNATIONAL | $16,329 | +25.6% | 245 | 0.0% | 0.01% | +22.2% | |
| NUSC | NUVEEN ESGetf | $17,193 | +7.5% | 503 | 0.0% | 0.01% | 0.0% | |
| PSA | PUBLIC STORAGE | $16,811 | -6.6% | 60 | 0.0% | 0.01% | -15.4% | |
| VDE | VANGUARD ENERGYetf | $17,586 | +17.2% | 145 | 0.0% | 0.01% | 0.0% | |
| MMC | MARSH & MCLENNAN | $15,886 | +13.5% | 96 | 0.0% | 0.01% | 0.0% | |
| SMDV | Buy | PROSHARES RUSSELLetf | $15,364 | +9.7% | 250 | +0.8% | 0.01% | 0.0% |
| RZV | Buy | INVESCO S&Petf | $15,290 | +27.4% | 173 | +10.9% | 0.01% | +11.1% |
| CRBN | ISHARES MSCIetf | $16,025 | +6.8% | 116 | 0.0% | 0.01% | -9.1% | |
| ITW | ILLINOIS TOOL | $14,540 | +21.2% | 66 | 0.0% | 0.01% | 0.0% | |
| NSC | NORFOLK SOUTHERN | $14,046 | +17.0% | 57 | 0.0% | 0.01% | 0.0% | |
| CMC | New | COMMERCIAL METALS | $14,200 | – | 294 | +100.0% | 0.01% | – |
| XLF | SECTOR FINANCIALetf | $13,543 | +12.9% | 396 | 0.0% | 0.01% | 0.0% | |
| DSI | ISHARES MSCIetf | $14,645 | +4.6% | 204 | 0.0% | 0.01% | -10.0% | |
| GNR | New | SPDR S&Petf | $14,426 | – | 253 | +100.0% | 0.01% | – |
| CSCO | CISCO SYSTEMS | $14,292 | +19.1% | 300 | 0.0% | 0.01% | 0.0% | |
| CTVA | CORTEVA INC | $13,755 | +5.8% | 234 | 0.0% | 0.01% | 0.0% | |
| AEE | AMEREN CORP | $12,627 | +14.8% | 142 | 0.0% | 0.01% | 0.0% | |
| BOND | Sell | PIMCO ACTIVEetf | $12,577 | -55.1% | 139 | -55.6% | 0.01% | -60.0% |
| KEYS | KEYSIGHT TECHNOLOGIES | $13,001 | +8.3% | 76 | 0.0% | 0.01% | -11.1% | |
| IVW | Sell | ISHARES S&Petf | $12,659 | -75.2% | 216 | -75.6% | 0.01% | -77.8% |
| SPG | New | SIMON PROPERTY | $11,748 | – | 100 | +100.0% | 0.01% | – |
| EEMV | Buy | ISHARES MSCIetf | $12,980 | +8.2% | 245 | +1.7% | 0.01% | -11.1% |
| CZA | INVESCO ZACKSetf | $12,711 | +15.6% | 143 | 0.0% | 0.01% | 0.0% | |
| HPE | HEWLETT PACKARD | $12,768 | +27.7% | 800 | 0.0% | 0.01% | +14.3% | |
| ET | ENERGY TRANSFERoil & gas, real estate and reit | $11,870 | +7.9% | 1,000 | 0.0% | 0.01% | 0.0% | |
| VOO | Sell | VANGUARD S&Petf | $12,648 | -72.5% | 36 | -74.1% | 0.01% | -75.8% |
| CHCT | COMMUNITY HEALTHCARE | $11,814 | +7.4% | 330 | 0.0% | 0.01% | 0.0% | |
| ORCL | New | ORACLE CORP | $10,218 | – | 125 | +100.0% | 0.01% | – |
| XLI | SECTOR INDUSTRIALetf | $11,491 | +14.9% | 117 | 0.0% | 0.01% | 0.0% | |
| DFS | DISCOVER FINANCIAL | $10,901 | +9.0% | 111 | 0.0% | 0.01% | 0.0% | |
| SCHX | SCHWAB USetf | $10,159 | +1.6% | 225 | 0.0% | 0.01% | 0.0% | |
| HON | New | HONEYWELL INTL | $11,231 | – | 52 | +100.0% | 0.01% | – |
| ESGU | ISHARES ESGetf | $11,102 | +11.0% | 131 | 0.0% | 0.01% | 0.0% | |
| EXC | New | EXELON CORP | $10,635 | – | 246 | +100.0% | 0.01% | – |
| RTX | New | RAYTHEON TECHNOLOGIES | $10,597 | – | 105 | +100.0% | 0.01% | – |
| VCSH | VANGUARD SHORTetf | $10,602 | +6.0% | 141 | 0.0% | 0.01% | 0.0% | |
| XLU | SELECT UTILITIESetf | $11,139 | +11.4% | 158 | 0.0% | 0.01% | 0.0% | |
| AXP | AMERICAN EXPRESS | $11,525 | +4.8% | 78 | 0.0% | 0.01% | -12.5% | |
| PNC | New | PNC FINANCIAL | $8,687 | – | 55 | +100.0% | 0.01% | – |
| FBT | New | FIRST TRUSTetf | $10,018 | – | 65 | +100.0% | 0.01% | – |
| ICVT | New | ISHARES CONVetf | $9,453 | – | 136 | +100.0% | 0.01% | – |
| DOCU | New | DOCUSIGN INC | $8,756 | – | 158 | +100.0% | 0.01% | – |
| VGSH | New | VANGUARD SHORTetf | $9,425 | – | 163 | +100.0% | 0.01% | – |
| HACK | New | ETF MANAGERSetf | $8,986 | – | 204 | +100.0% | 0.01% | – |
| TIP | New | ISHARES TIPSetf | $7,770 | – | 73 | +100.0% | 0.01% | – |
| TSM | New | TAIWAN SEMICONDUCTOR | $7,896 | – | 106 | +100.0% | 0.01% | – |
| New | CONSTELLATION ENERGY | $7,069 | – | 82 | +100.0% | 0.01% | – | |
| VIOG | New | VANGUARD S&Petf | $8,015 | – | 43 | +100.0% | 0.01% | – |
| VAC | New | MARRIOTT VACATIONS | $8,345 | – | 62 | +100.0% | 0.01% | – |
| VWO | Sell | VANGUARD FSTEetf | $7,367 | -78.3% | 189 | -79.5% | 0.01% | -79.2% |
| BAC | New | BANK AMERICA | $7,618 | – | 230 | +100.0% | 0.01% | – |
| PHO | New | INVESCO WATERetf | $8,453 | – | 164 | +100.0% | 0.01% | – |
| WDFC | New | WD 40 | $6,448 | – | 40 | +100.0% | 0.00% | – |
| DAL | Sell | DELTA AIRLINES | $5,586 | -76.7% | 170 | -80.5% | 0.00% | -76.5% |
| MBB | Sell | ISHARES MBSetf | $6,493 | -35.1% | 70 | -34.6% | 0.00% | -42.9% |
| CVX | New | CHEVRON CORP | $6,821 | – | 38 | +100.0% | 0.00% | – |
| WMT | New | WALMART INC | $6,664 | – | 47 | +100.0% | 0.00% | – |
| T | New | AT&T INC | $5,449 | – | 296 | +100.0% | 0.00% | – |
| AEP | New | AMERICAN ELECTRIC | $6,172 | – | 65 | +100.0% | 0.00% | – |
| TAN | New | INVESCO SOLARetf | $6,127 | – | 84 | +100.0% | 0.00% | – |
| CMRE | New | COSTAMARE INC | $5,689 | – | 613 | +100.0% | 0.00% | – |
| CGW | New | INVESCO S&Petf | $6,573 | – | 141 | +100.0% | 0.00% | – |
| LMT | New | LOCKHEED MARTIN | $3,892 | – | 8 | +100.0% | 0.00% | – |
| IJS | New | ISHARES S&Petf | $4,018 | – | 44 | +100.0% | 0.00% | – |
| PYZ | New | INVESCO DWAetf | $5,297 | – | 67 | +100.0% | 0.00% | – |
| NAC | New | NUVEEN CA | $5,280 | – | 477 | +100.0% | 0.00% | – |
| HLT | New | HILTON WORLDWIDE | $4,928 | – | 39 | +100.0% | 0.00% | – |
| FDT | New | FIRST TRUSTetf | $4,916 | – | 103 | +100.0% | 0.00% | – |
| NVAX | New | NOVAVAX INC | $4,112 | – | 400 | +100.0% | 0.00% | – |
| JETS | New | ETF SERetf | $4,782 | – | 280 | +100.0% | 0.00% | – |
| DOCS | New | DOXIMITY INC | $4,732 | – | 141 | +100.0% | 0.00% | – |
| MET | New | METLIFE INC | $4,125 | – | 57 | +100.0% | 0.00% | – |
| YUMC | New | YUM CHINA | $4,153 | – | 76 | +100.0% | 0.00% | – |
| SPGI | New | S&P GLOBAL | $3,014 | – | 9 | +100.0% | 0.00% | – |
| GILD | New | GILEAD SCIENCES | $3,348 | – | 39 | +100.0% | 0.00% | – |
| VEC | New | V2X INC | $2,973 | – | 72 | +100.0% | 0.00% | – |
| SO | New | SOUTHERN COMPANY | $3,571 | – | 50 | +100.0% | 0.00% | – |
| SLY | New | SPDR SERIESetf | $2,877 | – | 35 | +100.0% | 0.00% | – |
| DD | New | DUPONT DE | $3,500 | – | 51 | +100.0% | 0.00% | – |
| BIDU | New | BAIDU INC | $3,431 | – | 30 | +100.0% | 0.00% | – |
| PRU | New | PRUDENTIAL FINANCIAL | $3,382 | – | 34 | +100.0% | 0.00% | – |
| AXS | New | AXIS CAPITAL | $2,817 | – | 52 | +100.0% | 0.00% | – |
| RYN | New | RAYONIER INC | $3,230 | – | 98 | +100.0% | 0.00% | – |
| F | New | FORD MOTOR | $2,873 | – | 247 | +100.0% | 0.00% | – |
| VEU | New | VANGUARD FTSEetf | $2,858 | – | 57 | +100.0% | 0.00% | – |
| PSI | New | INVESCO DYNAMICetf | $2,802 | – | 28 | +100.0% | 0.00% | – |
| C | New | CITIGROUP INC | $3,302 | – | 73 | +100.0% | 0.00% | – |
| DE | New | DEERE & CO | $3,430 | – | 8 | +100.0% | 0.00% | – |
| CORP | New | PIMCO INVESTMENTetf | $1,116 | – | 12 | +100.0% | 0.00% | – |
| CHTR | New | CHARTER COMMUNICATIONS | $1,696 | – | 5 | +100.0% | 0.00% | – |
| SCHH | New | SCHWAB USetf | $1,505 | – | 78 | +100.0% | 0.00% | – |
| NTR | New | NUTRIEN LTD | $1,972 | – | 27 | +100.0% | 0.00% | – |
| FDIV | Sell | FIRST TRUSTetf | $2,026 | -88.1% | 46 | -87.9% | 0.00% | -91.7% |
| DXC | New | DXC TECHNOLOGY | $1,802 | – | 68 | +100.0% | 0.00% | – |
| JNPR | New | JUNIPER NETWORKS | $1,470 | – | 46 | +100.0% | 0.00% | – |
| FDL | New | FIRST TRUSTetf | $2,047 | – | 56 | +100.0% | 0.00% | – |
| BND | New | VANGUARD TOTALetf | $934 | – | 13 | +100.0% | 0.00% | – |
| MAN | New | MANPOWERGROUP INC | $1,082 | – | 13 | +100.0% | 0.00% | – |
| WW | New | WW INTL | $691 | – | 179 | +100.0% | 0.00% | – |
| CWI | New | SPDR MSCIetf | $241 | – | 10 | +100.0% | 0.00% | – |
| XITK | New | SPDR SERetf | $200 | – | 2 | +100.0% | 0.00% | – |
| SPIB | New | SPDR PORTFOLIOetf | $127 | – | 4 | +100.0% | 0.00% | – |
| NRG | New | NRG ENERGY | $764 | – | 24 | +100.0% | 0.00% | – |
| New | KYNDRYL HOLDINGS | $512 | – | 46 | +100.0% | 0.00% | – | |
| IUSG | New | ISHARES S&Petf | $408 | – | 5 | +100.0% | 0.00% | – |
| SBUX | New | STARBUCKS CORP | $99 | – | 1 | +100.0% | 0.00% | – |
| PEZ | New | INVESCO DWAetf | $448 | – | 7 | +100.0% | 0.00% | – |
| TSP | New | TUSIMPLE HOLDINGS | $164 | – | 100 | +100.0% | 0.00% | – |
| GM | Sell | GENERAL MOTORS | $673 | -96.5% | 20 | -96.6% | 0.00% | -100.0% |
| VCIT | New | VANGUARD INTERMEDIATEetf | $543 | – | 7 | +100.0% | 0.00% | – |
| VTRS | New | VIATRIS INC | $367 | – | 33 | +100.0% | 0.00% | – |
| New | WARNER BROS | $664 | – | 70 | +100.0% | 0.00% | – | |
| BHF | New | BRIGHTHOUSE FINANCIAL | $256 | – | 5 | +100.0% | 0.00% | – |
| PLTR | New | PALANTIR TECHNOLOGIES | $642 | – | 100 | +100.0% | 0.00% | – |
| ZG | New | ZILLOW GROUP | $31 | – | 1 | +100.0% | 0.00% | – |
| ALE | New | ALLETE INC | $710 | – | 11 | +100.0% | 0.00% | – |
| MUB | Exit | ISHARES NATIONALetf | $0 | – | -100 | -100.0% | -0.01% | – |
| Exit | LUCID GROUP | $0 | – | -766 | -100.0% | -0.01% | – | |
| VNQ | Exit | VANGUARD REALetf | $0 | – | -131 | -100.0% | -0.01% | – |
| INTC | Exit | INTEL CORP | $0 | – | -532 | -100.0% | -0.01% | – |
| FB | Exit | META PLATFORMS | $0 | – | -100 | -100.0% | -0.01% | – |
| MPW | Exit | MEDICAL PROPERTIES | $0 | – | -1,249 | -100.0% | -0.01% | – |
| XLK | Exit | SECTOR TECHNOLOGYetf | $0 | – | -125 | -100.0% | -0.01% | – |
| MHK | Exit | MOHAWK INDS | $0 | – | -201 | -100.0% | -0.01% | – |
| ARE | Exit | ALEXANDRIA REAL | $0 | – | -131 | -100.0% | -0.01% | – |
| FYT | Exit | FIRST TRUSTetf | $0 | – | -534 | -100.0% | -0.02% | – |
| KSS | Exit | KOHLS CORP | $0 | – | -1,062 | -100.0% | -0.02% | – |
| Exit | JP MORGANetf | $0 | – | -697 | -100.0% | -0.02% | – | |
| IDV | Exit | ISHARES INTLetf | $0 | – | -1,410 | -100.0% | -0.02% | – |
| PWZ | Exit | INVESCO CALIFORNIAetf | $0 | – | -1,446 | -100.0% | -0.02% | – |
| PSK | Exit | SPDR ICEetf | $0 | – | -1,249 | -100.0% | -0.03% | – |
| HYLS | Exit | FIRST TRUSTetf | $0 | – | -1,356 | -100.0% | -0.04% | – |
| IVOO | Exit | VANGUARD S&Petf | $0 | – | -370 | -100.0% | -0.04% | – |
| XNTK | Exit | SPDR SERIESetf | $0 | – | -624 | -100.0% | -0.04% | – |
| EPP | Exit | ISHARES MSCIetf | $0 | – | -1,648 | -100.0% | -0.04% | – |
| IYR | Exit | ISHARES U Setf | $0 | – | -828 | -100.0% | -0.05% | – |
| TEAM | Exit | ATLASSIAN CORP | $0 | – | -558 | -100.0% | -0.08% | – |
| FRI | Exit | FIRST TRUSTetf | $0 | – | -25,219 | -100.0% | -0.42% | – |
| RWR | Exit | SPDR SERIESetf | $0 | – | -27,852 | -100.0% | -1.68% | – |
| STIP | Exit | ISHARES 0-5etf | $0 | – | -27,743 | -100.0% | -1.90% | – |
| DDWM | Exit | WISDOMTREE DYNAMICetf | $0 | – | -118,921 | -100.0% | -2.21% | – |
| HEFA | Exit | ISHARES CURRENCYetf | $0 | – | -218,966 | -100.0% | -4.67% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| INVESCO S&P | 12 | Q3 2023 | 16.1% |
| VANGUARD TOTAL | 12 | Q3 2023 | 15.1% |
| FIRST TRUST | 12 | Q3 2023 | 7.0% |
| ISHARES MSCI | 12 | Q3 2023 | 5.9% |
| INVESCO QQQ | 12 | Q3 2023 | 5.5% |
| ISHARES CORE | 12 | Q3 2023 | 3.8% |
| SPDR DOW | 12 | Q3 2023 | 3.0% |
| ISHARES CORE | 12 | Q3 2023 | 4.0% |
| SPDR S&P | 12 | Q3 2023 | 3.2% |
| SPDR BLOOMBERG | 12 | Q3 2023 | 4.8% |
View DB Wealth Management Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-09 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-11 |
| 13F-HR | 2022-05-12 |
| 13F-HR | 2022-02-09 |
| 13F-HR | 2021-11-10 |
View DB Wealth Management Group, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.