RE Dickinson Investment Advisors, LLC

CIK 1801241 · Voir sur SEC EDGAR ↗

Valeur du portefeuille
$1.5M
#9 130 sur 9 443 par valeur 13F · top 96.7%
Positions
323
Au
31 décembre 2024 Données au Q4 2024
Poids des 10 principales participations
77,66%
Poids des 25 principales participations
92,13%
Positions supérieures à 1%
15
Nombre effectif de positions
10,1

Basé uniquement sur les positions longues en actions du 13F (liquidités, obligations, positions courtes non divulguées)

Nouvelles positions
323
Augmenté
0
Diminué
0
Fermé
0
Sur cette page

Répartition sectorielle

Utilities
2,8%
Industrials
1,4%
Financial Services
1,2%
Technology
0,8%
Communication Services
0,7%
Financials
0,5%
Energy
0,5%
Healthcare
0,5%
Real Estate
0,4%
Consumer products
0,2%
Retail
0,2%
Consumer Staples
0,2%
Materials
0,1%
Telecommunication
0,1%
Logistics & Transportation
0,1%
Consumer Discretionary
0,0%
Communications
0,0%
Autre/Non mappé
90,3%

Portefeuille complet 323 positions

Type Série Tendance 8 trimestres
SCHG $370 918 24,18% 1 330 888 Hausse ×1
VEA $160 957 10,49% 336 590 Hausse ×1
VWO $145 163 9,46% 329 617 Hausse ×1
IVV $117 457 7,66% 19 953 Hausse ×1
IWD $108 756 7,09% 58 746 Hausse ×1
SCHM $82 583 5,38% 298 027 Hausse ×1
BND Vanguard Total Bond Market ETF $73 269 4,78% 101 890 Hausse ×1
SCHV $50 563 3,30% 193 949 Hausse ×1
TOTL $43 041 2,81% 109 270 Hausse ×1
SCHP $38 554 2,51% 149 260 Hausse ×1
VTWO Vanguard Russell 2000 ETF $36 448 2,38% 40 801 Hausse ×1
BIP Brookfield Infrastructure Partners LP Limited Partnership Units $34 594 2,26% 108 822 Hausse ×1
VO $22 591 1,47% 8 553 Hausse ×1
BDVG $19 914 1,30% 173 684 Hausse ×1
SCHF $16 669 1,09% 90 104 Hausse ×1
SCHX $14 378 0,94% 62 028 Hausse ×1
Émetteur inconnu (CUSIP: 084990175) $13 618 0,89% 200 Hausse ×1
SCHE $12 885 0,84% 48 387 Hausse ×1
MSFT Microsoft Corporation - Common Stock $8 977 0,59% 2 130 Hausse ×1
CAT Caterpillar, Inc. Common Stock $8 949 0,58% 2 467 Hausse ×1
SCHD $8 099 0,53% 29 646 Hausse ×1
QQQ Invesco QQQ Trust, Series 1 $6 378 0,42% 1 248 Hausse ×1
BIPC Brookfield Infrastructure Corporation Brookfield Infrastructure Corporation $6 269 0,41% 15 668 Hausse ×1
SCHA $6 192 0,40% 23 944 Hausse ×1
GOOGL Alphabet Inc. - Class A Common Stock $5 946 0,39% 3 141 Hausse ×1
SPHD $5 089 0,33% 10 535 Hausse ×1
BN Brookfield Corporation Class A Limited Voting Shares $4 695 0,31% 8 173 Hausse ×1
GOOG Alphabet Inc. - Class C Capital Stock $3 935 0,26% 2 066 Hausse ×1
BAM Brookfield Asset Management Inc Class A Limited Voting Shares $3 773 0,25% 6 962 Hausse ×1
ADP Automatic Data Processing, Inc. - Common Stock $3 601 0,23% 1 230 Hausse ×1
OWL Blue Owl Capital Inc. Class A Common Stock $3 524 0,23% 15 152 Hausse ×1
IJT iShares S&P SmallCap 600 Growth ETF $3 376 0,22% 2 494 Hausse ×1
DE Deere & Company Common Stock $3 296 0,21% 778 Hausse ×1
PG Procter & Gamble Company (The) Common Stock $3 249 0,21% 1 938 Hausse ×1
SPYG $3 078 0,20% 3 501 Hausse ×1
JPM JP Morgan Chase & Co. Common Stock $2 889 0,19% 1 205 Hausse ×1
MGC $2 850 0,19% 1 340 Hausse ×1
MA Mastercard Incorporated Common Stock $2 633 0,17% 500 Hausse ×1
EPD Enterprise Products Partners L.P. Common Stock $2 626 0,17% 8 374 Hausse ×1
SCHK $2 599 0,17% 9 180 Hausse ×1
AMT American Tower Corporation (REIT) Common Stock $2 373 0,15% 1 294 Hausse ×1
VGT $2 170 0,14% 349 Hausse ×1
IWM $2 044 0,13% 925 Hausse ×1
PECO Phillips Edison & Company, Inc. - Common Stock $1 903 0,12% 5 079 Hausse ×1
WMT Walmart Inc. - Common Stock $1 899 0,12% 2 100 Hausse ×1
MCK McKesson Corporation Common Stock $1 795 0,12% 315 Hausse ×1
SILA Sila Realty Trust, Inc. Common Stock $1 790 0,12% 7 362 Hausse ×1
RTX RTX Corporation Common Stock $1 782 0,12% 1 540 Hausse ×1
ABBV AbbVie Inc. Common Stock $1 608 0,10% 905 Hausse ×1
BRKB $1 559 0,10% 344 Hausse ×1
CVX Chevron Corporation Common Stock $1 542 0,10% 1 064 Hausse ×1
SPY SPY $1 412 0,09% 241 Hausse ×1
VOO $1 385 0,09% 257 Hausse ×1
JEPI $1 376 0,09% 2 376 Hausse ×1
MO Altria Group, Inc. $1 318 0,09% 2 520 Hausse ×1
THC Tenet Healthcare Corporation Common Stock $1 242 0,08% 984 Hausse ×1
BAC Bank of America Corporation Common Stock $1 228 0,08% 2 793 Hausse ×1
NEM Newmont Corporation $1 137 0,07% 3 056 Hausse ×1
SLV $1 055 0,07% 4 006 Hausse ×1
FSK FS KKR Capital Corp. Common Stock $1 053 0,07% 4 847 Hausse ×1
AMGN Amgen Inc. - Common Stock $1 009 0,07% 387 Hausse ×1
MPLX MPLX LP Common Units Representing Limited Partner Interests $965 0,06% 2 017 Hausse ×1
T AT&T Inc. $962 0,06% 4 224 Hausse ×1
TTWO Take-Two Interactive Software, Inc. - Common Stock $920 0,06% 500 Hausse ×1
MSDL Morgan Stanley Direct Lending Fund Common Stock $842 0,05% 4 077 Hausse ×1
WES Western Midstream Partners, LP Common Units Representing Limited Partner Interests $833 0,05% 2 168 Hausse ×1
IWF $811 0,05% 202 Hausse ×1
INTC Intel Corporation - Common Stock $807 0,05% 4 023 Hausse ×1
TXN Texas Instruments Incorporated - Common Stock $800 0,05% 427 Hausse ×1
TRV The Travelers Companies, Inc. Common Stock $783 0,05% 325 Hausse ×1
ABT Abbott Laboratories Common Stock $751 0,05% 664 Hausse ×1
IBM International Business Machines Corporation Common Stock $684 0,04% 311 Hausse ×1
DUK Duke Energy Corporation (Holding Company) Common Stock $668 0,04% 620 Hausse ×1
ALL Allstate Corporation (The) Common Stock $659 0,04% 342 Hausse ×1
SPSM $645 0,04% 1 435 Hausse ×1
IJJ $644 0,04% 515 Hausse ×1
SPYM $643 0,04% 933 Hausse ×1
GE GE Aerospace Common Stock $583 0,04% 349 Hausse ×1
WBA $575 0,04% 6 163 Hausse ×1
GLD $518 0,03% 214 Hausse ×1
LW Lamb Weston Holdings, Inc. Common Stock $493 0,03% 738 Hausse ×1
FDX FedEx Corporation Common Stock $473 0,03% 168 Hausse ×1
IVOO $466 0,03% 442 Hausse ×1
DHR Danaher Corporation Common Stock $461 0,03% 201 Hausse ×1
UPS United Parcel Service, Inc. Common Stock $460 0,03% 365 Hausse ×1
O Realty Income Corporation Common Stock $459 0,03% 859 Hausse ×1
VTV $432 0,03% 255 Hausse ×1
BA Boeing Company (The) Common Stock $427 0,03% 241 Hausse ×1
IJR $425 0,03% 369 Hausse ×1
UNP Union Pacific Corporation Common Stock $425 0,03% 186 Hausse ×1
CODI D/B/A Compass Diversified Holdings Shares of Beneficial Interest $424 0,03% 1 837 Hausse ×1
PR Permian Resources Corporation Class A Common Stock $413 0,03% 2 871 Hausse ×1
SCHB $389 0,03% 1 715 Hausse ×1
ORCL Oracle Corporation Common Stock $387 0,03% 232 Hausse ×1
NOC Northrop Grumman Corporation Common Stock $375 0,02% 80 Hausse ×1
PRF $369 0,02% 915 Hausse ×1
WFC Wells Fargo & Company Common Stock $367 0,02% 523 Hausse ×1
LLY Eli Lilly and Company Common Stock $355 0,02% 46 Hausse ×1
HD Home Depot, Inc. (The) Common Stock $341 0,02% 88 Hausse ×1
XLF XLF $338 0,02% 700 Hausse ×1

Plus gros nouveaux paris

Nouvelles positions ouvertes ce trimestre, par ordre décroissant.

Titre Valeur Actions % du portefeuille
SCHG $370 918 1 330 888 24,18%
VEA $160 957 336 590 10,49%
VWO $145 163 329 617 9,46%
IVV $117 457 19 953 7,66%
IWD $108 756 58 746 7,09%
SCHM $82 583 298 027 5,38%
BND $73 269 101 890 4,78%
SCHV $50 563 193 949 3,30%
TOTL $43 041 109 270 2,81%
SCHP $38 554 149 260 2,51%
VTWO $36 448 40 801 2,38%
BIP $34 594 108 822 2,26%
VO $22 591 8 553 1,47%
BDVG $19 914 173 684 1,30%
SCHF $16 669 90 104 1,09%