The Analysis of DHK Financial Advisors, Inc.'s Holdings
Currently, DHK Financial Advisors, Inc. holds 87 types of securities in its portfolio with a total value $173.9M. In the most recent quarter, they have increased their positions in FTSL (+44.6K shares, valued at $2.0M), DGRW (+21.4K shares, valued at $1.8M), DGS (+14.1K shares, valued at $730.0K); decreased their positions in SPY (-7.8K shares, valued at $4.8M), IWV (-11.2K shares, valued at $3.9M), EFA (-31.6K shares, valued at $2.8M); initiated new positions in WMT (+3.2K shares, valued at $301.9K), BKNG (+40 shares, valued at $231.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
BRK.B BERKSHIRE HATHAWAY INC DEL71.4K shares-0.00%2025-06-302025-08-14
BRK.A BERKSHIRE HATHAWAY INC DEL25 shares0.00%2025-06-302025-08-14 VT VANGUARD INTL EQUITY INDEX F122.3K shares0.29%2025-06-302025-08-14 GLD SPDR GOLD TR29.8K shares3.94%2025-06-302025-08-14 SPY SPDR S&P 500 ETF TR10.8K shares-41.93%2025-06-302025-08-14 FTSL FIRST TR EXCHANGE-TRADED FD101.0K shares79.10%2025-06-302025-08-14 VPU VANGUARD WORLD FD22.4K shares15.83%2025-06-302025-08-14 DGRW WISDOMTREE TR42.7K shares100.41%2025-06-302025-08-14 IWV ISHARES TR8.6K shares-56.55%2025-06-302025-08-14 VEU VANGUARD INTL EQUITY INDEX F43.7K shares0.01%2025-06-302025-08-14 IEFA ISHARES TR33.4K shares-0.33%2025-06-302025-08-14 SPSM SPDR SERIES TRUST60.4K shares0.43%2025-06-302025-08-14 MOAT VANECK ETF TRUST26.7K shares0.00%2025-06-302025-08-14 SCHC SCHWAB STRATEGIC TR56.1K shares0.22%2025-06-302025-08-14 INCO COLUMBIA ETF TR II32.8K shares0.00%2025-06-302025-08-14 SDVY FIRST TR EXCHANGE-TRADED FD59.4K shares0.33%2025-06-302025-08-14 CIBR FIRST TR EXCHANGE TRADED FD24.0K shares0.12%2025-06-302025-08-14 FLIN FRANKLIN TEMPLETON ETF TR45.5K shares0.16%2025-06-302025-08-14 QQQ INVESCO QQQ TR3.2K shares0.16%2025-06-302025-08-14 PAR PAR TECHNOLOGY CORP24.4K shares0.00%2025-06-302025-08-14 FLOT ISHARES TR32.4K shares1.25%2025-06-302025-08-14 VWO VANGUARD INTL EQUITY INDEX F32.8K shares-3.32%2025-06-302025-08-14 VONG VANGUARD SCOTTSDALE FDS14.6K shares-50.00%2025-06-302025-08-14 TSPA T ROWE PRICE ETF INC39.3K shares-50.00%2025-06-302025-08-14 QUAL ISHARES TR8.1K shares-50.00%2025-06-302025-08-14 KCE SPDR SERIES TRUST10.1K shares0.42%2025-06-302025-08-14 DGS WISDOMTREE TR28.2K shares100.00%2025-06-302025-08-14 VONV VANGUARD SCOTTSDALE FDS17.0K shares-50.00%2025-06-302025-08-14 SMIN ISHARES TR17.1K shares0.00%2025-06-302025-08-14 COWZ PACER FDS TR23.8K shares0.30%2025-06-302025-08-14 GLIN VANECK ETF TRUST26.7K shares0.00%2025-06-302025-08-14 MCHI ISHARES TR23.2K shares1.00%2025-06-302025-08-14 SGI SOMNIGROUP INTERNATIONAL INC18.0K shares0.01%2025-06-302025-08-14 VLUE ISHARES TR10.6K shares0.68%2025-06-302025-08-14 SMH VANECK ETF TRUST4.3K shares0.00%2025-06-302025-08-14 NVDA NVIDIA CORPORATION7.4K shares-1.73%2025-06-302025-08-14 NLR VANECK ETF TRUST10.4K shares0.00%2025-06-302025-08-14 RWO SPDR INDEX SHS FDS25.5K shares1.02%2025-06-302025-08-14 MSFT MICROSOFT CORP1.9K shares-1.21%2025-06-302025-08-14 ARKQ ARK ETF TR10.4K shares0.00%2025-06-302025-08-14 LMB LIMBACH HLDGS INC6.3K shares17.34%2025-06-302025-08-14 JPM JPMORGAN CHASE & CO.2.9K shares1.35%2025-06-302025-08-14 AGG ISHARES TR8.5K shares-50.00%2025-06-302025-08-14 XMHQ INVESCO EXCHANGE TRADED FD T8.0K shares0.14%2025-06-302025-08-14 TGRT T ROWE PRICE ETF INC19.5K shares0.00%2025-06-302025-08-14 BIV VANGUARD BD INDEX FDS9.9K shares-50.00%2025-06-302025-08-14 APG API GROUP CORP14.9K shares0.00%2025-06-302025-08-14 ARKW ARK ETF TR4.6K shares0.00%2025-06-302025-08-14 AAPL APPLE INC3.3K shares-0.64%2025-06-302025-08-14 IEMG ISHARES INC10.9K shares-34.29%2025-06-302025-08-14 VSS VANGUARD INTL EQUITY INDEX F4.7K shares0.57%2025-06-302025-08-14 AVUV AMERICAN CENTY ETF TR6.9K shares0.48%2025-06-302025-08-14 SPDW SPDR INDEX SHS FDS15.5K shares0.00%2025-06-302025-08-14 GTX GARRETT MOTION INC58.3K shares9.61%2025-06-302025-08-14 PBPB POTBELLY CORP47.7K shares0.00%2025-06-302025-08-14 VSGX VANGUARD WORLD FD8.8K shares0.98%2025-06-302025-08-14 HYG ISHARES TR7.1K shares-1.18%2025-06-302025-08-14 USIG ISHARES TR10.8K shares-50.00%2025-06-302025-08-14 LYV LIVE NATION ENTERTAINMENT IN3.6K shares-9.99%2025-06-302025-08-14 AMZN AMAZON COM INC2.4K shares-1.23%2025-06-302025-08-14 V VISA INC1.5K shares100.55%2025-06-302025-08-14 CRH CRH PLC5.5K shares0.49%2025-06-302025-08-14 IOO ISHARES TR4.5K shares0.00%2025-06-302025-08-14 AVGO BROADCOM INC1.8K shares-0.57%2025-06-302025-08-14 AUSF GLOBAL X FDS10.0K shares0.00%2025-06-302025-08-14 DFH DREAM FINDERS HOMES INC17.8K shares0.00%2025-06-302025-08-14 PAVE GLOBAL X FDS10.0K shares0.00%2025-06-302025-08-14 SLV ISHARES SILVER TR13.3K shares4.65%2025-06-302025-08-14 GOOGL ALPHABET INC2.5K shares-2.30%2025-06-302025-08-14 NRP NATURAL RESOURCE PARTNERS L4.4K shares0.00%2025-06-302025-08-14 IWN ISHARES TR2.7K shares-37.07%2025-06-302025-08-14 AVSC AMERICAN CENTY ETF TR8.1K shares0.35%2025-06-302025-08-14 RWK INVESCO EXCH TRADED FD TR II3.5K shares0.40%2025-06-302025-08-14 FDVV FIDELITY COVINGTON TRUST7.2K shares0.88%2025-06-302025-08-14 SCHA SCHWAB STRATEGIC TR14.3K shares-14.16%2025-06-302025-08-14 AVDV AMERICAN CENTY ETF TR4.4K shares1.86%2025-06-302025-08-14 RSSS RESEARCH SOLUTIONS INC118.8K shares0.00%2025-06-302025-08-14 EFA ISHARES TR3.8K shares-89.37%2025-06-302025-08-14 WMT WALMART INC3.2K sharesnew addition2025-06-302025-08-14 IGE ISHARES TR6.6K shares0.58%2025-06-302025-08-14 RELY REMITLY GLOBAL INC14.4K shares0.00%2025-06-302025-08-14 LRCX LAM RESEARCH CORP2.8K shares-2.91%2025-06-302025-08-14 IEI ISHARES TR2.2K shares-50.00%2025-06-302025-08-14 META META PLATFORMS INC338 shares-2.87%2025-06-302025-08-14 COST COSTCO WHSL CORP NEW245 shares1.66%2025-06-302025-08-14 SCHW SCHWAB CHARLES CORP2.6K shares0.08%2025-06-302025-08-14 BKNG BOOKING HOLDINGS INC40 sharesnew addition2025-06-302025-08-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available