Latest DHK Financial Advisors, Inc. Stock Portfolio

DHK Financial Advisors, Inc. Performance:
2025 Q1: -0.5%YTD: -0.5%2024: -1.75%

Performance for 2025 Q1 is -0.5%, and YTD is -0.5%, and 2024 is -1.75%.

About DHK Financial Advisors, Inc. and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, DHK Financial Advisors, Inc. reported an equity portfolio of $182.3 Millions as of 31 Mar, 2025.

The top stock holdings of DHK Financial Advisors, Inc. are , , VEU. The fund has invested 20.9% of it's portfolio in BERKSHIRE HATHAWAY INC DEL and 10.9% of portfolio in BERKSHIRE HATHAWAY INC DEL.

The fund managers got completely rid off ISHARES INC (ACWV), ISHARES TR (AMPS) and BEL FUSE INC (BELFB) stocks. They significantly reduced their stock positions in VANECK ETF TRUST (AFK), JPMORGAN CHASE & CO. (JPM) and META PLATFORMS INC (META). DHK Financial Advisors, Inc. opened new stock positions in ISHARES TR (IBCE), ARK ETF TR (ARKF) and WISDOMTREE TR (AGZD). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), ISHARES INC (EMGF) and ISHARES TR (AAXJ).

DHK Financial Advisors, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that DHK Financial Advisors, Inc. made a return of -0.5% in the last quarter. In trailing 12 months, it's portfolio return was -3.6%.
2022202320242025−20−100102030Performance (%)PerformanceS&P 500

New Buys

Ticker$ Bought
ishares tr2,534,650
ark etf tr690,760
wisdomtree tr681,171
garrett motion inc444,949
ark etf tr435,671
dream finders homes inc401,117
limbach hldgs inc399,457
marsh & mclennan cos inc211,330

New stocks bought by DHK Financial Advisors, Inc.

Additions

Ticker% Inc.
ishares tr169
ishares inc135
vanguard scottsdale fds100
t rowe price etf inc100
ishares tr100
vanguard scottsdale fds100
ishares tr100
vanguard bd index fds100

Additions to existing portfolio by DHK Financial Advisors, Inc.

Reductions

Ticker% Reduced
vaneck etf trust-56.3
jpmorgan chase & co.-44.67
meta platforms inc-14.71
vanguard intl equity index f-13.72
schwab strategic tr-9.27
somnigroup international inc-9.15
amazon com inc-7.35
alphabet inc-6.77

DHK Financial Advisors, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
ishares inc-3,064,100
ishares tr-876,006
appian corp-391,605
perma-fix environmental svcs-121,394
bel fuse inc-827,448
pacer fds tr-398,636
wisdomtree tr-363,117
ishares tr-269,577

DHK Financial Advisors, Inc. got rid off the above stocks

Sector Distribution

DHK Financial Advisors, Inc. has about 89.8% of it's holdings in Others sector.

92%
Sector%
Others89.8
Technology3.6
Utilities2.2
Consumer Cyclical1.6

Market Cap. Distribution

DHK Financial Advisors, Inc. has about 2.9% of it's portfolio invested in the large-cap and mega-cap stocks.

91%
Category%
UNALLOCATED90.1
SMALL-CAP3.8
MEGA-CAP2.9
MID-CAP2.2

Stocks belong to which Index?

About 8.7% of the stocks held by DHK Financial Advisors, Inc. either belong to S&P 500 or RUSSELL 2000 index.

91%
Index%
Others91.3
RUSSELL 20005.2
S&P 5003.5
Top 5 Winners (%)%
GLD
spdr gold tr
18.5 %
SLV
ishares silver tr
17.1 %
AMPS
ishares tr
16.1 %
GTN
gray media inc
13.4 %
V
visa inc
10.9 %
Top 5 Winners ($)$
GLD
spdr gold tr
1.3 M
IJR
ishares tr
0.2 M
AMPS
ishares tr
0.2 M
TPX
somnigroup international inc
0.1 M
JPM
jpmorgan chase & co.
0.1 M
Top 5 Losers (%)%
RSSS
research solutions inc
-37.4 %
AVGO
broadcom inc
-27.8 %
NVDA
nvidia corporation
-18.5 %
GOOG
alphabet inc
-17.4 %
PAR
par technology corp
-15.6 %
Top 5 Losers ($)$
SPY
spdr s&p 500 etf tr
-0.6 M
IJR
ishares tr
-0.4 M
PAR
par technology corp
-0.3 M
NVDA
nvidia corporation
-0.2 M
RSSS
research solutions inc
-0.2 M

DHK Financial Advisors, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

VEUSPYGLDIJRVAWIJRBNDWTAGGIBCEBNDWVEUECLNIBCEBILAFKFNDALEGRECONJA..IJRBUYZAMPSVEUBIVCARZPARQQQAF..BI..AM..AM..AF..IB..AA..CWITPXIJRAFKE..N..A..C..AA..MS..JP..AR..AG..TA..

Current Stock Holdings of DHK Financial Advisors, Inc.

DHK Financial Advisors, Inc. has 90 stocks in it's portfolio. About 59.7% of the portfolio is in top 10 stocks. SPY proved to be the most loss making stock for the portfolio. GLD was the most profitable stock for DHK Financial Advisors, Inc. last quarter.

Last Reported on: 11 Apr, 2025
TickerNamesorted descending% PortfolioShares Held$ ValueType% ChangeOptions