DHK Financial Advisors

DHK Financial Advisors as of Dec. 31, 2024

Portfolio Holdings for DHK Financial Advisors

DHK Financial Advisors holds 89 positions in its portfolio as reported in the December 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) 19.6 $32M 71k 453.28
Berkshire Hathaway Inc Del Cl A (BRK.A) 10.3 $17M 25.00 680920.00
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 10.1 $17M 141k 117.48
Spdr Gold Tr Gold Shs (GLD) 4.0 $6.7M 28k 242.13
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.5 $5.7M 9.7k 588.03
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 3.4 $5.7M 61k 92.73
Ishares Tr Russell 3000 Etf (IWV) 2.3 $3.8M 11k 334.25
Vanguard World Utilities Etf (VPU) 1.9 $3.1M 19k 163.42
Ishares Frontier And Sel (FM) 1.9 $3.1M 113k 27.14
Ishares Tr Msci Eafe Etf (EFA) 1.6 $2.7M 36k 75.61
Spdr Ser Tr Portfolio S&p600 (SPSM) 1.6 $2.7M 60k 44.92
First Tr Exchange-traded Senior Ln Fd (FTSL) 1.6 $2.6M 55k 46.24
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.5 $2.5M 44k 57.41
First Tr Exchange-traded Smid Risng Etf (SDVY) 1.3 $2.1M 59k 35.85
Columbia Etf Tr Ii India Consmr Etf (INCO) 1.3 $2.1M 33k 64.43
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 1.2 $1.9M 56k 34.33
PAR Technology Corporation (PAR) 1.1 $1.8M 24k 72.67
Franklin Templeton Etf Tr Franklin India (FLIN) 1.0 $1.7M 45k 37.90
Wisdomtree Tr Us Qtly Div Grt (DGRW) 1.0 $1.7M 21k 80.97
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.0 $1.6M 3.2k 511.29
Ishares Tr Fltg Rate Nt Etf (FLOT) 1.0 $1.6M 32k 50.88
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.9 $1.5M 24k 63.45
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.9 $1.5M 34k 44.04
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.9 $1.5M 15k 103.30
T Rowe Price Etf Us Equity Resear (TSPA) 0.9 $1.5M 39k 36.97
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.9 $1.4M 8.1k 178.08
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.8 $1.4M 17k 81.25
Spdr Ser Tr S&p Cap Mkts (KCE) 0.8 $1.4M 10k 137.70
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.8 $1.3M 24k 56.72
Vaneck Etf Trust India Growth Ldr (GLIN) 0.8 $1.3M 27k 49.18
Ishares Tr Msci India Sm Cp (SMIN) 0.8 $1.3M 17k 76.45
JPMorgan Chase & Co. (JPM) 0.8 $1.3M 5.2k 239.73
Tempur-Pedic International (SGI) 0.7 $1.1M 20k 56.69
Ishares Tr Msci Usa Value (VLUE) 0.7 $1.1M 10k 105.61
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.7 $1.1M 25k 42.89
NVIDIA Corporation (NVDA) 0.7 $1.1M 8.0k 134.29
Ishares Tr Msci China Etf (MCHI) 0.7 $1.1M 23k 46.86
Ishares Tr Russell 2000 Etf (IWM) 0.6 $1.1M 4.8k 220.96
Vaneck Etf Trust Semiconductr Etf (SMH) 0.6 $1.0M 4.3k 242.17
Ishares Tr Msci India Etf (INDA) 0.5 $876k 17k 52.64
Microsoft Corporation (MSFT) 0.5 $853k 2.0k 421.40
Vaneck Etf Trust Uranium And Nucl (NLR) 0.5 $849k 10k 81.34
Apple (AAPL) 0.5 $848k 3.4k 250.40
Bel Fuse CL B (BELFB) 0.5 $827k 10k 82.47
Ishares Tr Core Us Aggbd Et (AGG) 0.5 $824k 8.5k 96.90
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.5 $789k 8.0k 98.47
T Rowe Price Etf Growth Etf (TGRT) 0.5 $758k 20k 37.87
Vanguard Bd Index Fds Intermed Term (BIV) 0.5 $744k 10k 74.73
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.4 $663k 6.9k 96.53
Amazon (AMZN) 0.4 $579k 2.6k 219.39
Ishares Tr Usd Inv Grde Etf (USIG) 0.3 $543k 11k 50.28
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.3 $540k 4.7k 114.47
Api Group Corp Com Stk (APG) 0.3 $536k 15k 35.97
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.3 $529k 16k 34.13
Live Nation Entertainment (LYV) 0.3 $519k 4.0k 129.50
Alphabet Cap Stk Cl A (GOOGL) 0.3 $512k 2.7k 189.30
Research Solutions (RSSS) 0.3 $493k 119k 4.15
Vanguard World Esg Intl Stk Etf (VSGX) 0.3 $493k 8.7k 56.70
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $474k 18k 25.86
Ishares Tr Global 100 Etf (IOO) 0.3 $454k 4.5k 100.77
CRH Ord (CRH) 0.3 $445k 4.8k 92.52
Potbelly (PBPB) 0.3 $442k 47k 9.42
Natural Resource Partners L Com Unit Ltd Par (NRP) 0.3 $438k 3.9k 111.00
American Centy Etf Tr Avantis Us Small (AVSC) 0.3 $435k 8.0k 54.36
Global X Fds Adaptive Us (AUSF) 0.3 $421k 10k 42.14
Broadcom (AVGO) 0.2 $409k 1.8k 231.84
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK) 0.2 $408k 3.5k 116.22
Global X Fds Us Infr Dev Etf (PAVE) 0.2 $406k 10k 40.55
Pacer Fds Tr Pacer Us Small (CALF) 0.2 $399k 9.0k 44.15
Appian Corp Cl A (APPN) 0.2 $392k 12k 32.98
Ishares Core Msci Emkt (IEMG) 0.2 $368k 7.1k 52.22
Wisdomtree Tr India Erngs Fd (EPI) 0.2 $363k 8.0k 45.27
Fidelity Covington Trust High Divid Etf (FDVV) 0.2 $353k 7.1k 49.94
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.2 $345k 4.4k 78.65
Ishares Silver Tr Ishares (SLV) 0.2 $319k 12k 26.33
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.2 $280k 4.3k 65.07
Ishares Tr North Amern Nat (IGE) 0.2 $277k 6.5k 42.73
Remitly Global (RELY) 0.2 $273k 12k 22.57
Ishares Tr U.s. Med Dvc Etf (IHI) 0.2 $270k 4.6k 58.35
Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $257k 1.6k 164.17
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.2 $254k 2.2k 115.55
Meta Platforms Cl A (META) 0.1 $239k 408.00 585.74
Visa Com Cl A (V) 0.1 $230k 729.00 316.04
Costco Wholesale Corporation (COST) 0.1 $221k 241.00 916.27
Booking Holdings (BKNG) 0.1 $214k 43.00 4968.42
Pepsi (PEP) 0.1 $213k 1.4k 153.40
Accenture Plc Ireland Shs Class A (ACN) 0.1 $208k 592.00 351.79
Lam Research Corp Com New (LRCX) 0.1 $207k 2.9k 72.46
Perma-fix Environmental Svcs Com New (PESI) 0.1 $121k 11k 11.07