Sponsored

The Analysis of DSG Capital Advisors, LLC's Holdings & P&L

Currently, DSG Capital Advisors, LLC holds 123 types of securities in its portfolio with a total value $625.3M. In the most recent quarter, they have increased their positions in GEV (+1.6K shares, valued at $1.4M), CAT (+1.7K shares, valued at $1.2M), BKR (+14.6K shares, valued at $894.0K); decreased their positions in TGT (-19.1K shares, valued at $2.3M), BKNG (-293 shares, valued at $1.2M), LLY (-1.0K shares, valued at $929.9K); initiated new positions in CAT (+1.7K shares, valued at $1.2M), BKR (+14.6K shares, valued at $894.0K), BA (+2.6K shares, valued at $510.1K).

1M P&L

+5.4M+0.96%

3M P&L

+23.3M+4.24%

HY P&L

+40.8M+7.68%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A112.1M

21.9%

2Drug Manufacturers - General45.5M

8.9%

3Consumer Electronics44.4M

8.7%

Top Industries by Stock Count

1N/A28 stocks

25.9%

2Semiconductors5 stocks

4.6%

3Drug Manufacturers - General4 stocks

3.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC174.9K shares-0.97%2026-03-312026-04-27

BROADCOM INC BROADCOM INC106.5K shares0.21%2026-03-312026-04-27

LLY ELI LILLY & CO33.9K shares-2.89%2026-03-312026-04-27

ALPHABET INC ALPHABET INC108.3K shares-1.45%2026-03-312026-04-27

MSFT MICROSOFT CORP81.6K shares1.99%2026-03-312026-04-27

IEF ISHARES TR254.8K shares-1.88%2026-03-312026-04-27

NVDA NVIDIA CORPORATION120.5K shares2.53%2026-03-312026-04-27

JPM JPMORGAN CHASE & CO71.4K shares-0.04%2026-03-312026-04-27

Sponsored

AGG ISHARES TR201.9K shares1.02%2026-03-312026-04-27

GS GOLDMAN SACHS GROUP INC23.0K shares-0.96%2026-03-312026-04-27

GLD SPDR GOLD TR44.2K shares0.26%2026-03-312026-04-27

TSM TAIWAN SEMICONDUCTOR MANUFAC53.1K shares1.14%2026-03-312026-04-27

UNH UNITEDHEALTH GROUP INC62.9K shares-0.52%2026-03-312026-04-27

BND VANGUARD BD INDEX FDS177.5K shares3.17%2026-03-312026-04-27

ISHARES GOLD TR ISHARES GOLD TR141.5K shares0.08%2026-03-312026-04-27

V VISA INC40.6K shares0.00%2026-03-312026-04-27

Sponsored

AMZN AMAZON COM INC55.0K shares3.55%2026-03-312026-04-27

TGT TARGET CORP93.9K shares-16.88%2026-03-312026-04-27

CITIGROUP INC CITIGROUP INC98.7K shares3.44%2026-03-312026-04-27

META META PLATFORMS INC18.8K shares3.89%2026-03-312026-04-27

PWR QUANTA SVCS INC17.7K shares-1.01%2026-03-312026-04-27

COST COSTCO WHOLESALE CORPORATION9.6K shares0.16%2026-03-312026-04-27

ABBV ABBVIE INC42.3K shares-6.62%2026-03-312026-04-27

WMT WALMART INC70.1K shares2.34%2026-03-312026-04-27

Sponsored

AZO AUTOZONE INC2.5K shares-0.16%2026-03-312026-04-27

HWM HOWMET AEROSPACE INC34.8K shares-1.55%2026-03-312026-04-27

INVESCO QQQ TR INVESCO QQQ TR13.6K shares-0.11%2026-03-312026-04-27

NFLX NETFLIX INC.74.0K shares-1.37%2026-03-312026-04-27

TJX TJX COS INC NEW41.8K shares6.20%2026-03-312026-04-27

LAM RESEARCH CORP LAM RESEARCH CORP30.9K shares-3.02%2026-03-312026-04-27

IEI ISHARES TR50.0K shares12.80%2026-03-312026-04-27

GOVT ISHARES TR219.4K shares3.04%2026-03-312026-04-27

Sponsored

JNJ JOHNSON & JOHNSON19.9K shares0.00%2026-03-312026-04-27

IWF ISHARES TR11.1K shares0.00%2026-03-312026-04-27

COP CONOCOPHILLIPS35.0K shares9.28%2026-03-312026-04-27

GEV GE VERNOVA INC4.5K shares54.57%2026-03-312026-04-27

IYY ISHARES TR24.8K shares0.00%2026-03-312026-04-27

CVX CHEVRON CORPORATION18.9K shares-0.26%2026-03-312026-04-27

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL6.8K shares-15.39%2026-03-312026-04-27

SHY ISHARES TR39.0K shares-0.06%2026-03-312026-04-27

Sponsored

BKNG BOOKING HOLDINGS INC744 shares-28.25%2026-03-312026-04-27

TRV TRAVELERS COMPANIES INC9.7K shares0.00%2026-03-312026-04-27

ARISTA NETWORKS INC ARISTA NETWORKS INC22.6K shares-0.61%2026-03-312026-04-27

ORCL ORACLE CORP18.6K shares-3.08%2026-03-312026-04-27

XOM EXXON MOBIL CORP16.0K shares0.00%2026-03-312026-04-27

BAC BANK AMERICA CORP52.3K shares-20.11%2026-03-312026-04-27

HD HOME DEPOT INC7.6K shares-3.25%2026-03-312026-04-27

HON HONEYWELL INTL INC10.4K shares0.00%2026-03-312026-04-27

Sponsored

MMM 3M CO16.0K shares4.57%2026-03-312026-04-27

APH AMPHENOL CORP17.9K shares52.62%2026-03-312026-04-27

KLAC KLA CORP1.5K shares-10.13%2026-03-312026-04-27

AXP AMERICAN EXPRESS CO7.3K shares15.09%2026-03-312026-04-27

CTRA COTERRA ENERGY INC61.1K shares2.97%2026-03-312026-04-27

MCK MCKESSON CORP2.4K shares-0.04%2026-03-312026-04-27

DVN DEVON ENERGY CORP NEW41.2K shares32.47%2026-03-312026-04-27

VXUS VANGUARD STAR FDS25.7K shares0.00%2026-03-312026-04-27

Sponsored

AMAT APPLIED MATLS INC5.7K shares-0.17%2026-03-312026-04-27

ALPHABET INC ALPHABET INC6.7K shares-2.78%2026-03-312026-04-27

VRT VERTIV HOLDINGS CO7.3K shares10.31%2026-03-312026-04-27

USB US BANCORP29.4K shares14.54%2026-03-312026-04-27

VLO VALERO ENERGY CORP6.1K shares44.56%2026-03-312026-04-27

MPWR MONOLITHIC PWR SYS INC1.4K shares-8.82%2026-03-312026-04-27

VRTX VERTEX PHARMACEUTICALS INC3.2K shares-4.59%2026-03-312026-04-27

NOW SERVICENOW INC12.4K shares-40.04%2026-03-312026-04-27

Sponsored

RGLD ROYAL GOLD INC5.1K shares0.00%2026-03-312026-04-27

IWM ISHARES TR5.1K shares0.00%2026-03-312026-04-27

TT TRANE TECHNOLOGIES PLC3.0K shares-5.21%2026-03-312026-04-27

CAT CATERPILLAR INC1.7K sharesnew addition2026-03-312026-04-27

XLY SELECT SECTOR SPDR TR10.9K shares-23.36%2026-03-312026-04-27

GWW WW GRAINGER INC1.1K shares-5.31%2026-03-312026-04-27

BBY BEST BUY INC17.4K shares0.00%2026-03-312026-04-27

VANGUARD INDEX FDS VANGUARD INDEX FDS1.7K shares-3.01%2026-03-312026-04-27

Sponsored

QCOM QUALCOMM INC7.7K shares-6.48%2026-03-312026-04-27

NOC NORTHROP GRUMMAN CORP1.4K shares0.00%2026-03-312026-04-27

IVV ISHARES TR1.5K shares0.00%2026-03-312026-04-27

GE AEROSPACE GE AEROSPACE3.4K shares-0.06%2026-03-312026-04-27

ACGL ARCH CAP GROUP LTD9.5K shares0.00%2026-03-312026-04-27

BKR BAKER HUGHES COMPANY14.6K sharesnew addition2026-03-312026-04-27

DTD WISDOMTREE TR10.1K shares0.00%2026-03-312026-04-27

MPC MARATHON PETE CORP3.5K shares0.00%2026-03-312026-04-27

Sponsored

XLK SELECT SECTOR SPDR TR6.2K shares0.00%2026-03-312026-04-27

IJK ISHARES TR7.9K shares0.00%2026-03-312026-04-27

CSCO CISCO SYS INC9.3K shares-7.36%2026-03-312026-04-27

MCD MCDONALDS CORP2.3K shares0.00%2026-03-312026-04-27

SPY STATE STR SPDR S&P 500 ETF T1.0K shares0.00%2026-03-312026-04-27

AME AMETEK INC3.0K shares0.00%2026-03-312026-04-27

QQQM INVESCO EXCH TRADED FD TR II2.6K shares-2.98%2026-03-312026-04-27

T AT&T INC21.0K shares-17.94%2026-03-312026-04-27

Sponsored

IWD ISHARES TR2.9K shares0.00%2026-03-312026-04-27

UBER UBER TECHNOLOGIES INC8.5K shares41.51%2026-03-312026-04-27

SNPS SYNOPSYS INC1.5K shares-4.68%2026-03-312026-04-27

DHR DANAHER CORP DEL3.1K shares-10.02%2026-03-312026-04-27

TMO THERMO FISHER SCIENTIFIC INC1.2K shares-11.36%2026-03-312026-04-27

MU MICRON TECHNOLOGY INC1.7K shares25.57%2026-03-312026-04-27

VT VANGUARD INTL EQUITY INDEX F3.8K shares1.76%2026-03-312026-04-27

BA BOEING CO2.6K sharesnew addition2026-03-312026-04-27

Sponsored

SHEL SHELL PLC5.3K shares0.00%2026-03-312026-04-27

PEP PEPSICO INC3.0K shares0.00%2026-03-312026-04-27

DIA STATE STR SPDR DOW JONES IND963 shares0.00%2026-03-312026-04-27

ADSK AUTODESK INC1.8K shares-37.82%2026-03-312026-04-27

BIL SPDR SERIES TRUST4.8K shares0.00%2026-03-312026-04-27

COCH ENVOY MEDICAL INC625.0K sharesnew addition2026-03-312026-04-27

IBM INTERNATIONAL BUSINESS MACHS1.7K shares0.00%2026-03-312026-04-27

PG PROCTER & GAMBLE CO2.6K shares0.00%2026-03-312026-04-27

Sponsored

ABT ABBOTT LABORATORIES3.5K shares-22.06%2026-03-312026-04-27

CTAS CINTAS CORP2.1K shares0.00%2026-03-312026-04-27

DFUS DIMENSIONAL ETF TRUST4.7K shares0.00%2026-03-312026-04-27

DASH DOORDASH INC2.2K shares-45.43%2026-03-312026-04-27

WEC ENERGY GROUP INC WEC ENERGY GROUP INC2.8K shares0.00%2026-03-312026-04-27

ASML ASML HLDG NV227 sharesnew addition2026-03-312026-04-27

LMT LOCKHEED MARTIN CORP483 shares0.00%2026-03-312026-04-27

VEU VANGUARD INTL EQUITY INDEX F3.9K shares0.23%2026-03-312026-04-27

Sponsored

XLV SELECT SECTOR SPDR TR1.9K shares-2.52%2026-03-312026-04-27

SOLV SOLVENTUM CORP4.0K shares0.00%2026-03-312026-04-27

KBWB INVESCO EXCH TRADED FD TR II3.2K shares-8.01%2026-03-312026-04-27

ECL ECOLAB INC921 shares0.00%2026-03-312026-04-27

XPO XPO INC1.2K sharesnew addition2026-03-312026-04-27

MERCK & CO INC MERCK & CO INC2.0K shares0.00%2026-03-312026-04-27

MEDTRONIC PLC MEDTRONIC PLC2.7K sharesnew addition2026-03-312026-04-27

ASTRAZENECA PLC ASTRAZENECA PLC1.2K sharesnew addition2026-03-312026-04-27

Sponsored

IYW ISHARES TR1.2K shares0.00%2026-03-312026-04-27

BAI BLACKROCK ETF TRUST6.5K shares-3.75%2026-03-312026-04-27

PFE PFIZER INC7.2K sharesnew addition2026-03-312026-04-27

AAPL

APPLE INC

-0.97%

Shares174.9K

Event2026-03-31

Filed2026-04-27

BROADCOM INC

0.21%

Shares106.5K

Event2026-03-31

Filed2026-04-27

LLY

ELI LILLY & CO

-2.89%

Shares33.9K

Event2026-03-31

Filed2026-04-27

ALPHABET INC

-1.45%

Shares108.3K

Event2026-03-31

Filed2026-04-27

MSFT

MICROSOFT CORP

1.99%

Shares81.6K

Event2026-03-31

Filed2026-04-27

IEF

ISHARES TR

-1.88%

Shares254.8K

Event2026-03-31

Filed2026-04-27

NVDA

NVIDIA CORPORATION

2.53%

Shares120.5K

Event2026-03-31

Filed2026-04-27

JPM

JPMORGAN CHASE & CO

-0.04%

Shares71.4K

Event2026-03-31

Filed2026-04-27

AGG

ISHARES TR

1.02%

Shares201.9K

Event2026-03-31

Filed2026-04-27

GOLDMAN SACHS GROUP INC

-0.96%

Shares23.0K

Event2026-03-31

Filed2026-04-27

GLD

SPDR GOLD TR

0.26%

Shares44.2K

Event2026-03-31

Filed2026-04-27

TSM

TAIWAN SEMICONDUCTOR MANUFAC

1.14%

Shares53.1K

Event2026-03-31

Filed2026-04-27

UNH

UNITEDHEALTH GROUP INC

-0.52%

Shares62.9K

Event2026-03-31

Filed2026-04-27

BND

VANGUARD BD INDEX FDS

3.17%

Shares177.5K

Event2026-03-31

Filed2026-04-27

ISHARES GOLD TR

0.08%

Shares141.5K

Event2026-03-31

Filed2026-04-27

VISA INC

0.00%

Shares40.6K

Event2026-03-31

Filed2026-04-27

AMZN

AMAZON COM INC

3.55%

Shares55.0K

Event2026-03-31

Filed2026-04-27

TGT

TARGET CORP

-16.88%

Shares93.9K

Event2026-03-31

Filed2026-04-27

CITIGROUP INC

3.44%

Shares98.7K

Event2026-03-31

Filed2026-04-27