DSG Capital Advisors, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
DC DSG Capital Advisors, LLC | Institutional Filer | ▼ 4.75% | $625.3M | 123 |
Current Portfolio Holdings
Showing all 123 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | Technology | 175K | $44.4M | 7.10% |
| 2 | AVGO | Broadcom Inc. | Technology | 107K | $33.0M | 5.27% |
| 3 | LLY | Eli Lilly and Company | Healthcare | 34K | $31.2M | 4.99% |
| 4 | GOOGL | Alphabet Inc. | Technology | 108K | $31.1M | 4.98% |
| 5 | MSFT | Microsoft Corporation | Technology | 82K | $30.2M | 4.83% |
| 6 | IEF | ISHARES TR | — | 255K | $24.3M | 3.89% |
| 7 | NVDA | NVIDIA Corporation | Technology | 121K | $21.0M | 3.36% |
| 8 | JPM | JPMorgan Chase & Co. | Financial Services | 71K | $21.0M | 3.36% |
| 9 | AGG | ISHARES TR | — | 202K | $20.0M | 3.21% |
| 10 | GS | The Goldman Sachs Group, Inc. | Financial Services | 23K | $19.5M | 3.11% |
| 11 | GLD | SPDR GOLD TR | — | 44K | $19.0M | 3.04% |
| 12 | TSM | Taiwan Semiconductor Manufacturing Company Limited | Technology | 53K | $17.9M | 2.87% |
| 13 | UNH | UnitedHealth Group Incorporated | Healthcare | 63K | $17.0M | 2.72% |
| 14 | BND | VANGUARD BD INDEX FDS | — | 177K | $13.1M | 2.09% |
| 15 | IAU | ISHARES GOLD TR | — | 141K | $12.5M | 1.99% |
Showing 1 to 15 of 123 holdings