The Analysis of DDFG, Inc's Holdings
Currently, DDFG, Inc holds 85 types of securities in its portfolio with a total value $433.0M. In the most recent quarter, they have increased their positions in LRGF (+138.9K shares, valued at $9.6M), IYR (+90.4K shares, valued at $8.8M), GOVT (+337.2K shares, valued at $7.8M); decreased their positions in DGRO (-125.0K shares, valued at $8.5M), ITOT (-51.1K shares, valued at $7.4M), VIG (-30.7K shares, valued at $6.6M); initiated new positions in IYR (+90.4K shares, valued at $8.8M), DSI (+2.5K shares, valued at $313.4K), TSLA (+634 shares, valued at $282.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IUSG ISHARES TR263.8K shares-0.02%2025-09-302025-11-05
IEI ISHARES TR348.0K shares3.29%2025-09-302025-11-05 IDEV ISHARES TR391.3K shares12.69%2025-09-302025-11-05 IUSV ISHARES TR271.1K shares4.82%2025-09-302025-11-05 GOVT ISHARES TR1.2M shares40.41%2025-09-302025-11-05 IVE ISHARES TR121.6K shares1.06%2025-09-302025-11-05 LRGF ISHARES TR357.8K shares63.48%2025-09-302025-11-05 LQD ISHARES TR175.2K shares5.84%2025-09-302025-11-05 STIP ISHARES TR180.7K shares9.40%2025-09-302025-11-05 VUG VANGUARD INDEX FDS37.0K shares-1.78%2025-09-302025-11-05 VIG VANGUARD SPECIALIZED FUNDS62.2K shares-33.02%2025-09-302025-11-05 GLD SPDR GOLD TR33.9K shares-8.51%2025-09-302025-11-05 DFAE DIMENSIONAL ETF TRUST353.9K shares-3.98%2025-09-302025-11-05 INTF ISHARES TR279.2K shares22.99%2025-09-302025-11-05 ITOT ISHARES TR63.7K shares-44.50%2025-09-302025-11-05 IYR ISHARES TR90.4K sharesnew addition2025-09-302025-11-05 IJJ ISHARES TR56.1K shares29.96%2025-09-302025-11-05 IJK ISHARES TR74.9K shares23.64%2025-09-302025-11-05 SMLF ISHARES TR84.9K shares1.01%2025-09-302025-11-05 AAPL APPLE INC24.0K shares-0.62%2025-09-302025-11-05 VEA VANGUARD TAX-MANAGED FDS97.1K shares-2.08%2025-09-302025-11-05 VWO VANGUARD INTL EQUITY INDEX F95.2K shares-2.75%2025-09-302025-11-05 DGRO ISHARES TR68.2K shares-64.69%2025-09-302025-11-05 IMCG ISHARES TR48.4K shares28.34%2025-09-302025-11-05 IMCV ISHARES TR45.1K shares41.22%2025-09-302025-11-05 SPSM SPDR SERIES TRUST76.6K shares4.47%2025-09-302025-11-05 XOM EXXON MOBIL CORP27.2K shares1.78%2025-09-302025-11-05 IEMG ISHARES INC41.7K shares4.05%2025-09-302025-11-05 NVDA NVIDIA CORPORATION9.8K shares0.30%2025-09-302025-11-05 GOOG ALPHABET INC6.9K shares0.00%2025-09-302025-11-05 CW CURTISS WRIGHT CORP2.9K shares0.00%2025-09-302025-11-05 PM PHILIP MORRIS INTL INC9.4K shares0.31%2025-09-302025-11-05 FALN ISHARES TR49.9K shares1.58%2025-09-302025-11-05 BRK.B BERKSHIRE HATHAWAY INC DEL2.2K shares4.62%2025-09-302025-11-05 MA MASTERCARD INCORPORATED1.9K shares-0.26%2025-09-302025-11-05 MSFT MICROSOFT CORP2.1K shares4.73%2025-09-302025-11-05 VOE VANGUARD INDEX FDS5.9K shares-2.03%2025-09-302025-11-05 IVV ISHARES TR1.5K shares-5.31%2025-09-302025-11-05 TDY TELEDYNE TECHNOLOGIES INC1.5K shares0.00%2025-09-302025-11-05 SLV ISHARES SILVER TR20.5K shares0.00%2025-09-302025-11-05 AMGN AMGEN INC3.0K shares1.14%2025-09-302025-11-05 AMZN AMAZON COM INC3.8K shares0.88%2025-09-302025-11-05 QQQ INVESCO QQQ TR1.1K shares-0.43%2025-09-302025-11-05 FGD FIRST TR EXCHANGE TRADED FD23.8K shares0.15%2025-09-302025-11-05 AMD ADVANCED MICRO DEVICES INC4.0K shares0.00%2025-09-302025-11-05 AMLP ALPS ETF TR13.6K shares-23.12%2025-09-302025-11-05 ORCL ORACLE CORP2.2K shares0.68%2025-09-302025-11-05 VOT VANGUARD INDEX FDS2.0K shares-0.45%2025-09-302025-11-05 NULG NUSHARES ETF TR5.8K shares-4.09%2025-09-302025-11-05 NULV NUSHARES ETF TR12.8K shares-2.87%2025-09-302025-11-05 MO ALTRIA GROUP INC8.0K shares0.23%2025-09-302025-11-05 EFA ISHARES TR5.6K shares2.38%2025-09-302025-11-05 ARWR ARROWHEAD PHARMACEUTICALS IN14.7K shares0.00%2025-09-302025-11-05 IEFA ISHARES TR5.6K shares1.96%2025-09-302025-11-05 ESGD ISHARES TR5.2K shares11.54%2025-09-302025-11-05 HWKN HAWKINS INC2.6K shares0.12%2025-09-302025-11-05 BAC BANK AMERICA CORP8.6K shares9.71%2025-09-302025-11-05 UNH UNITEDHEALTH GROUP INC1.2K shares-2.43%2025-09-302025-11-05 PLTR PALANTIR TECHNOLOGIES INC2.1K shares2.43%2025-09-302025-11-05 WMT WALMART INC3.6K shares0.77%2025-09-302025-11-05 EEM ISHARES TR6.6K shares-3.77%2025-09-302025-11-05 COST COSTCO WHSL CORP NEW358 shares-1.38%2025-09-302025-11-05 DIS DISNEY WALT CO2.9K shares0.17%2025-09-302025-11-05 VTI VANGUARD INDEX FDS991 shares0.10%2025-09-302025-11-05 DSI ISHARES TR2.5K sharesnew addition2025-09-302025-11-05 META META PLATFORMS INC396 shares0.51%2025-09-302025-11-05 IJR ISHARES TR2.4K shares1.17%2025-09-302025-11-05 TSLA TESLA INC634 sharesnew addition2025-09-302025-11-05 MDLZ MONDELEZ INTL INC4.3K shares0.00%2025-09-302025-11-05 TTD THE TRADE DESK INC5.5K shares25.00%2025-09-302025-11-05 V VISA INC778 shares1.17%2025-09-302025-11-05 IYW ISHARES TR1.3K shares0.00%2025-09-302025-11-05 EW EDWARDS LIFESCIENCES CORP3.3K shares0.00%2025-09-302025-11-05 GILD GILEAD SCIENCES INC2.2K shares0.63%2025-09-302025-11-05 GOOGL ALPHABET INC972 sharesnew addition2025-09-302025-11-05 CVX CHEVRON CORP NEW1.5K shares0.00%2025-09-302025-11-05 OKLO OKLO INC2.0K sharesnew addition2025-09-302025-11-05 PSA PUBLIC STORAGE OPER CO728 shares0.00%2025-09-302025-11-05 CAT CATERPILLAR INC435 sharesnew addition2025-09-302025-11-05 ATI ATI INC2.5K shares0.00%2025-09-302025-11-05 LLY ELI LILLY & CO264 shares0.00%2025-09-302025-11-05 ESGE ISHARES INC4.6K sharesnew addition2025-09-302025-11-05 UWMC UWM HOLDINGS CORPORATION20.1K shares2.35%2025-09-302025-11-05 EGY VAALCO ENERGY INC30.3K shares0.00%2025-09-302025-11-05 SNBR SLEEP NUMBER CORP12.7K shares0.00%2025-09-302025-11-05 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available