Dfpg Investments, Llc

13F Filings History

Latest 13F report
Q4 2023 - Jan 10, 2024
Value $
$1.28B
Signature - Title
Lupe Fungalei - Compliance Analyst
Location
Sandy, UT
Summary
This page shows a list of all the recent 13F filings made by Dfpg Investments, Llc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Dfpg Investments, Llc reported 619 stock holdings with total value $1.28B as of Q4 2023. Top holdings included AAPL, NVDA, MSFT, AMZN, and INDA.

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Holdings Value

List of Other Managers Reporting for Dfpg Investments, Llc:

Name Holdings Value Location File Number
Townsquare Capital Llc $661M Provo, UT 028-19141
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2023 619 $1.28B +$179M -$56.2M +$123M AAPL, NVDA, MSFT, AMZN, INDA 13F-HR 1/9/2024, 05:51 PM
Q3 2023 631 $1.07B +$207M -$189M +$17.9M AAPL, NVDA, AMZN, MSFT, INDA 13F-HR 11/13/2023, 02:01 PM
Q2 2023 568 $1.11B +$260M -$136M +$124M AAPL, NVDA, XHE, GLD, AMZN 13F-HR 7/24/2023, 03:26 PM
Q1 2023 513 $930M +$343M -$20.9M +$322M IEF, TLT, AAPL, NVDA, SHY 13F-HR 4/10/2023, 09:56 PM
Q4 2022 427 $604M +$391M -$18.8M +$372M AAPL, IEF, TLT, XLP, BND 13F-HR 2/2/2023, 09:05 AM
Q3 2022 167 $227M +$22.4M -$8.46M +$14M AAPL, NVDA, AMZN, MSFT, HQY 13F-HR 10/24/2022, 03:46 PM
Q2 2022 154 $218M +$42.7M -$19.2M +$23.5M AAPL, NVDA, FTSM, AMZN, MSFT 13F-HR 7/29/2022, 08:46 PM
Q1 2022 160 $238M +$40.7M -$11.4M +$29.3M AAPL, OXY, AMZN, QQQ, MSFT 13F-HR 4/21/2022, 07:58 PM
Q4 2021 172 $226M +$18.1M -$18.7M -$582K NVDA, AAPL, ICSH, QQQ, META 13F-HR 1/31/2022, 02:15 PM
Q3 2021 181 $264M +$34.4M -$31.6M +$2.82M NVDA, AAPL, VCSH, ICSH, QQQ 13F-HR 10/19/2021, 01:26 PM
Q2 2021 173 $264M +$42.1M -$26.4M +$15.7M FTSM, AAPL, VCSH, ICSH, QQQ 13F-HR 7/20/2021, 09:55 PM
Q1 2021 156 $233M +$40M -$27M +$13M FTSM, VCSH, ICSH, AAPL, META 13F-HR 4/14/2021, 01:39 PM
Q4 2020 160 $211M +$45.8M -$14M +$31.8M FTSM, AAPL, VCSH, ICSH, HQY 13F-HR 1/15/2021, 06:50 PM
Q3 2020 168 $184M +$41.2M -$11.3M +$29.9M FTSM, ARCT, AAPL, VCSH, ICSH 13F-HR 10/13/2020, 11:33 AM
Q2 2020 171 $164M +$21.4M -$15.1M +$6.33M FTSM, ARCT, AAPL, HQY, QQQ 13F-HR 7/13/2020, 04:49 PM
Q1 2020 148 $127M +$18M -$11.7M +$6.34M FTSM, AAPL, HQY, AMZN, QQQ 13F-HR 4/17/2020, 05:22 PM
Q4 2019 160 $152M +$27.8M -$3.91M +$23.9M FTSM, VTI, AAPL, ARCT, VXUS 13F-HR 2/4/2020, 04:07 PM
Q3 2019 155 $119M +$31.8M -$5.43M +$26.4M VTI, ARCT, AAPL, VXUS, QQQ 13F-HR 10/15/2019, 10:57 AM
Q2 2019 163 $104M +$30.6M -$15.2M +$15.4M AAPL, VTI, QQQ, AMZN, FTSM 13F-HR 7/30/2019, 05:11 PM
Q1 2019 139 $93.1M +$12.3M -$3.14M +$9.14M AAPL, QQQ, JPST, AMZN, SPY 13F-HR 4/10/2019, 11:50 AM
Q4 2018 120 $75.5M AAPL, QQQ, SPY, AMZN, BRKB 13F-HR 1/22/2019, 04:13 PM