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Home > Institutional Investor > Dmg Group, Llc > Profile

Instuitional Investor - Dmg Group, Llc

Fund Profile
Filing Period:
Fund Name: Dmg Group, Llc
Portfolio Value $122,954,349
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 52,267 $13,088,702 10.64%
2.
Ishares Trust
 IEF 53,638 $5,197,522 4.22%
3.
Microsoft Corp
 MSFT 8,947 $3,771,161 3.06%
4.
Meta Platforms Inc.
 META 5,565 $3,258,363 2.65%
5.
Ishares 5-10Yr Corporate Bond Etf
 62,891 $3,239,515 2.63%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)