Skip to main content

DMKC Advisory Services, LLC

SEC CIK
0001901337
Latest filing
Jul 7, 2026

Holdings in Q4 2024

Holdings as of Dec 31, 2024, filed Feb 5, 2025. Long positions only.

Institution overview
Positions
56
No filing for Q3 2024
Portfolio value
$110.2M
No filing for Q3 2024
Filed
Feb 5, 2025
SEC

DMKC Advisory Services, LLC did not file a 13F for Q3 2024, so these holdings cannot be compared with the previous quarter and changes are not shown.

Holdings of DMKC Advisory Services, LLC in Q4 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard S&P 500 ETF922908363ETF13,341$7.19M6.5%–––
Vanguard Health Care ETF92204A504ETF21,729$5.51M5.0%–––
BACBank of America CorpStock108,660$4.78M4.3%––History
PFGPrincipal Financial Group IncCOM60,749$4.70M4.3%––History
Vanguard Utilities ETF92204A876ETF27,719$4.53M4.1%–––
USBUS Bancorp DECOM NEW87,165$4.17M3.8%––History
WFCWells Fargo & CompanyStock56,679$3.98M3.6%––History
Schwab US Dividend Equity ETF808524797ETF143,389$3.92M3.6%–––
MMM3M CoStock27,840$3.59M3.3%––History
JPMJPMorgan Chase & CoStock10,840$2.60M2.4%––History
Vanguard Dividend Appreciation ETF921908844ETF12,773$2.50M2.3%–––
CATCaterpillar IncStock6,829$2.48M2.2%––History
GSGoldman Sachs Group IncStock4,293$2.46M2.2%––History
AAPLApple Inc.Stock8,898$2.23M2.0%––History
EMREmerson Electric CoStock17,889$2.22M2.0%––History
DEODiageo PLCSPON ADR NEW16,552$2.10M1.9%––History
STTState Street CorpCOM21,180$2.08M1.9%––History
RTXRTX CorpStock17,753$2.05M1.9%––History
FDXFedEx CorpStock7,165$2.02M1.8%––History
MSFTMicrosoft CorpStock4,781$2.02M1.8%––History
CMICummins IncStock5,674$1.98M1.8%––History
Trust for Professional Manag89834G562JENSEN QUALITY74,119$1.92M1.7%–––
XOMExxonMobil Holdings CorpCOM17,843$1.92M1.7%––History
SHELShell plcADR30,318$1.90M1.7%––History
LOWLowes Companies IncStock7,680$1.90M1.7%––History
PGProcter & Gamble CoStock11,297$1.89M1.7%––History
Vanguard Ftse Developed Markets ETF921943858ETF39,190$1.87M1.7%–––
DEDeere & CoStock4,410$1.87M1.7%––History
OTISOtis Worldwide CorpStock20,116$1.86M1.7%––History
LMTLockheed Martin CorpStock3,787$1.84M1.7%––History
CVXChevron CorpStock12,380$1.79M1.6%––History
PEPPepsiCo IncStock11,650$1.77M1.6%––History
KMBKimberly Clark CorpStock13,403$1.76M1.6%––History
ABTAbbott LaboratoriesStock15,365$1.74M1.6%––History
SYYSysco CorpStock22,412$1.71M1.6%––History
MDTMedtronic plcStock20,594$1.65M1.5%––History
TTETotalEnergies SESPONSORED ADS29,074$1.58M1.4%––History
JNJJohnson & JohnsonStock10,930$1.58M1.4%––History
PFEPfizer IncStock55,867$1.48M1.3%––History
TGTTarget CorpStock10,324$1.40M1.3%––History
CCitigroup IncStock19,707$1.39M1.3%––History
Vanguard Morningstar Total Stock Market ETF922908769ETF3,760$1.09M1.0%–––
Vanguard Morningstar Small-Cap ETF922908751ETF3,714$892.4K0.8%–––
CASYCaseys General Stores IncCOM1,200$475.5K0.4%––History
PAYXPaychex IncStock3,371$472.7K0.4%––History
BRK.BBerkshire Hathaway IncStock993$450.1K0.4%––History
NVDANVIDIA CorpStock3,030$406.9K0.4%––History
iShares Russell 1000 Growth ETF464287614ETF964$387.1K0.4%–––
J P Morgan Exchange Traded F46641Q654ULTRA SHT MUNCPL7,083$359.2K0.3%–––
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF5,567$353.3K0.3%–––
AMZNAmazon Com IncStock1,341$294.2K0.3%––History
COSTCostco Wholesale CorpStock278$254.7K0.2%––History
ABBVAbbVie Inc.Stock1,335$237.2K0.2%––History
METAMeta Platforms, Inc.Stock379$221.9K0.2%––History
CRMSalesforce, Inc.Stock652$218.0K0.2%––History
GOOGAlphabet Inc.Stock1,078$205.3K0.2%––History