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DHK Financial Advisors

Latest statistics and disclosures from DHK Financial Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are BRK.B, VT, BRK.A, GLD, MOAT, and represent 49.00% of DHK Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: SPY, IWV, VEU, EFA, VONG, IWM, AGG, BIV, USIG, CRH.
Started 18 new stock positions in IWN, COST, AUSF, KO, VEU, IWM, AGG, IEFA, BIV, RSSS. USIG, V, CRH, ACN, VONG, IEI, PBPB, IWV.
Reduced shares in these 10 stocks: FLIN, ARKK, RICK, FM, ARKG, SRVR, ARKQ, LIT, , ARKW.
Sold out of its positions in ARKK, ARKQ, ARKG, ARKW, QCLN, LIT, LLY, SRVR, INDS, RICK.
DHK Financial Advisors was a net buyer of stock by $8.2M.
DHK Financial Advisors has $163M in assets under management (AUM), dropping by 13.86%.
Central Index Key (CIK): 0001922962

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Positions held by DHK Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for DHK Financial Advisors

DHK Financial Advisors holds 83 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Berkshire Hathaway Inc Del Cl B New (BRK.B)	20.1	$33M		71k	460.26	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	10.8	$18M		147k	119.70	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	10.6	$17M		25.00	691180.00	View chart
Spdr Gold Tr Gold Shs (GLD)	4.0	$6.5M		27k	243.06	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	3.6	$5.8M		60k	96.95	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	3.1	$5.1M	+432%	8.9k	575.51	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	2.8	$4.6M		43k	108.18	View chart
Ishares Tr Russell 3000 Etf (IWV)	2.2	$3.7M	NEW	11k	326.73	View chart
Vanguard World Utilities Etf (VPU)	2.0	$3.3M		19k	175.36	View chart
Ishares Tr Msci Eafe Etf (EFA)	1.9	$3.1M	+400%	37k	83.63	View chart
Ishares Frontier And Sel (FM)	1.9	$3.1M	-35%	111k	27.53	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	1.7	$2.8M	NEW	44k	63.00	View chart
Columbia Etf Tr Ii India Consmr Etf (INCO)	1.7	$2.7M		36k	76.95	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	1.7	$2.7M		60k	45.51	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	1.5	$2.5M		54k	45.89	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	1.3	$2.1M		59k	36.38	View chart
Franklin Templeton Etf Tr Franklin India (FLIN)	1.3	$2.1M	-54%	50k	41.90	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	1.1	$1.8M		21k	83.21	View chart
Vaneck Etf Trust India Growth Ldr (GLIN)	1.0	$1.6M		30k	54.60	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	1.0	$1.6M		31k	51.04	View chart
Ishares Tr Msci India Sm Cp (SMIN)	1.0	$1.6M		18k	86.00	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.9	$1.5M		3.2k	488.75	View chart
PAR Technology Corporation (PAR)	0.9	$1.4M		27k	52.08	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.9	$1.4M		24k	59.23	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.9	$1.4M	NEW	15k	96.52	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.8	$1.4M		23k	58.08	View chart
Tempur-Pedic International (TPX)	0.8	$1.3M	-4%	24k	54.60	View chart
Spdr Ser Tr S&p Cap Mkts (KCE)	0.8	$1.2M		10k	124.88	View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)	0.7	$1.2M		25k	47.53	View chart
Ishares Tr Msci India Etf (INDA)	0.7	$1.2M		20k	58.53	View chart
Ishares Tr Msci China Etf (MCHI)	0.7	$1.1M		23k	50.91	View chart
Ishares Tr Msci Usa Value (VLUE)	0.7	$1.1M		10k	109.03	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.7	$1.1M	NEW	4.8k	220.89	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.6	$1.1M		4.3k	245.45	View chart
NVIDIA Corporation (NVDA)	0.6	$989k	-5%	8.1k	121.44	View chart
Microsoft Corporation (MSFT)	0.5	$871k		2.0k	430.38	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.5	$861k	NEW	8.5k	101.27	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.5	$821k		8.0k	102.58	View chart
Apple (AAPL)	0.5	$789k	-2%	3.4k	232.97	View chart
Bel Fuse CL B (BELFB)	0.5	$788k	+95%	10k	78.51	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.5	$780k	NEW	10k	78.37	View chart
T Rowe Price Etf Growth Etf (TGRT)	0.4	$718k		20k	35.88	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.4	$707k		7.4k	95.96	View chart
JPMorgan Chase & Co. (JPM)	0.4	$612k		2.9k	210.89	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.4	$601k	-5%	12k	51.50	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.4	$582k		16k	37.56	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.4	$581k		4.6k	125.95	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.3	$568k	NEW	11k	52.58	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.3	$562k		9.1k	61.51	View chart
Api Group Corp Com Stk (APG)	0.3	$492k	-28%	15k	33.02	View chart
Amazon (AMZN)	0.3	$492k	-5%	2.6k	186.33	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.3	$484k		9.0k	54.02	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$449k	-5%	2.7k	165.85	View chart
Ishares Tr Global 100 Etf (IOO)	0.3	$446k	+28%	4.5k	99.16	View chart
CRH Ord (CRH)	0.3	$446k	NEW	4.8k	92.74	View chart
Live Nation Entertainment (LYV)	0.3	$439k	-11%	4.0k	109.49	View chart
Global X Fds Adaptive Us (AUSF)	0.3	$427k	NEW	10k	42.70	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.3	$420k		9.0k	46.67	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.3	$412k		10k	41.16	View chart
Broadcom (AVGO)	0.3	$411k	+888%	2.4k	172.50	View chart
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK)	0.2	$407k		3.5k	116.32	View chart
Appian Corp Cl A (APPN)	0.2	$405k		12k	34.14	View chart
Wisdomtree Tr India Erngs Fd (EPI)	0.2	$404k	+60%	8.0k	50.46	View chart
Potbelly (PBPB)	0.2	$392k	NEW	47k	8.34	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.2	$355k		7.0k	50.65	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.2	$352k		4.4k	80.30	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$332k	-38%	12k	28.41	View chart
Research Solutions (RSSS)	0.2	$324k	NEW	119k	2.73	View chart
Kingsway Finl Svcs Com New (KFS)	0.2	$305k		37k	8.28	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$297k	-6%	6.2k	47.85	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.2	$296k		4.2k	70.67	View chart
Ishares Tr North Amern Nat (IGE)	0.2	$284k		6.4k	44.07	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.2	$274k		4.6k	59.22	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.2	$263k	NEW	2.2k	119.61	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$261k	NEW	1.6k	166.82	View chart
Pepsi (PEP)	0.1	$236k		1.4k	170.04	View chart
Meta Platforms Cl A (META)	0.1	$234k	-18%	408.00	572.62	View chart
Lam Research Corporation (LRCX)	0.1	$233k	-2%	285.00	818.38	View chart
Coca-Cola Company (KO)	0.1	$216k	NEW	3.0k	72.35	View chart
Costco Wholesale Corporation (COST)	0.1	$214k	NEW	241.00	886.52	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$209k	NEW	592.00	353.48	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$208k	NEW	2.7k	78.05	View chart
Visa Com Cl A (V)	0.1	$200k	NEW	729.00	274.95	View chart

Past Filings by DHK Financial Advisors

SEC 13F filings are viewable for DHK Financial Advisors going back to 2022

DHK Financial Advisors 2024 Q3 filed Oct. 24, 2024
DHK Financial Advisors 2024 Q2 filed Aug. 9, 2024
DHK Financial Advisors 2024 Q1 filed May 10, 2024
DHK Financial Advisors 2023 Q4 filed Jan. 29, 2024
DHK Financial Advisors 2023 Q3 filed Nov. 1, 2023
DHK Financial Advisors 2023 Q2 filed July 19, 2023
DHK Financial Advisors 2023 Q1 filed May 12, 2023
DHK Financial Advisors 2022 Q4 filed Jan. 31, 2023
DHK Financial Advisors 2022 Q3 filed Nov. 8, 2022
DHK Financial Advisors 2022 Q2 filed Aug. 15, 2022
DHK Financial Advisors 2021 Q4 filed April 13, 2022
DHK Financial Advisors 2022 Q1 filed April 13, 2022

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