DFPG INVESTMENTS, LLC

Q4 2023 13F Holdings

  • Location
    sandy, UT
  • Num holdings

    621

  • Value ($000)

    $1,281,415

  • Date Filed
    01/10/2024
  • Form type
    13F-HR
  • CIK
    0001504665
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2023 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AAPL

APPLE INC

COM
037833100
$50.97M
4 %

276,659

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$38.62M
3 %

81,195

M
MSFT

MICROSOFT CORP

COM
594918104
$29.87M
2 %

80,603

A
AMZN

AMAZON COM INC

COM
023135106
$29.85M
2 %

201,055

I
INDA

ISHARES TR

MSCI INDIA ETF
46429B598
$23.32M
2 %

479,979

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$22.16M
2 %

47,041

B
BND

VANGUARD BD INDEX FDS

TOTAL BND MRKT
921937835
$21.35M
2 %

291,289

A
AMD

ADVANCED MICRO DEVICES INC

COM
007903107
$17.90M
1 %

132,272

B
BKLN

INVESCO EXCH TRADED FD TR II

SR LN ETF
46138G508
$16.47M
1 %

778,541

M
META

META PLATFORMS INC

CL A
30303M102
$16.39M
1 %

47,576

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