Latest RESOURCE CONSULTING GROUP INC Stock Portfolio
$584Million
About RESOURCE CONSULTING GROUP INC and 13F Hedge Fund Stock Holdings
RESOURCE CONSULTING GROUP INC is a hedge fund based in Orlando, FL. On 2024-01-11, the fund reported it's updated stock portfolio. In the 13F Holdings report, RESOURCE CONSULTING GROUP INC reported an equity portfolio of $584.1 Millions as of 31 Dec, 2023. <br><br> The top stock holdings of RESOURCE CONSULTING GROUP INC are DFAC, DFAC, DFAC. The fund has invested 29.1% of it's portfolio in DIMENSIONAL ETF TRUST and 14.1% of portfolio in DIMENSIONAL ETF TRUST. <br><br> The fund managers got completely rid off PEPSICO INC (PEP) and SEELOS THERAPEUTICS INC (SEEL) stocks. They significantly reduced their stock positions in PRIMO WATER CORPORATION (PRMW), VANGUARD INDEX FDS (VOO) and INVESCO QQQ TR (QQQ). RESOURCE CONSULTING GROUP INC opened new stock positions in IRADIMED CORP (IRMD), TRUIST FINL CORP (TFC) and FEDEX CORP (FDX). The fund showed a lot of confidence in some stocks as they added substantially to AMAZON COM INC (AMZN), BERKSHIRE HATHAWAY INC DEL (BRKA) and ALPHABET INC (GOOG).
RESOURCE CONSULTING GROUP INC Equity Portfolio Value
Last Reported on: 11 Jan, 2024
$584Million
as of Jan 11, 2024New Buys
| Ticker | $ Bought |
|---|---|
| iradimed corp | 4,889,410 |
| truist finl corp | 2,365,720 |
| fedex corp | 1,064,640 |
| wells fargo co new | 585,521 |
| old rep intl corp | 441,074 |
| astrazeneca plc | 427,673 |
| nvidia corporation | 355,568 |
| visa inc | 335,038 |
New stocks bought by RESOURCE CONSULTING GROUP INC
Additions
| Ticker | % Inc. |
|---|---|
| amazon com inc | 363 |
| berkshire hathaway inc del | 50.00 |
| alphabet inc | 43.47 |
| disney walt co | 40.04 |
| dimensional etf trust | 29.57 |
| apple inc | 19.3 |
| home depot inc | 15.87 |
| berkshire hathaway inc del | 12.28 |
Additions to existing portfolio by RESOURCE CONSULTING GROUP INC
Reductions
| Ticker | % Reduced |
|---|---|
| primo water corporation | -42.39 |
| vanguard index fds | -28.55 |
| invesco qqq tr | -20.11 |
| microsoft corp | -14.66 |
| ishares tr | -13.3 |
| dimensional etf trust | -7.17 |
| procter and gamble co | -2.81 |
| dimensional etf trust | -2.48 |
RESOURCE CONSULTING GROUP INC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| seelos therapeutics inc | -6,982 |
| pepsico inc | -1,322,990 |
RESOURCE CONSULTING GROUP INC got rid off the above stocks
RESOURCE CONSULTING GROUP INC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of RESOURCE CONSULTING GROUP INC
$584.10MTotal Value
71.00Positions
11 Jan, 2024Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
| 0.47% | 14,248 | $2.74M 0.47% | 19.3%increased 19.3 percentadded | ||
 AAXJ Ishares TrIshares TrAAXJ | 7.84% | 893,675 | $45.82M 7.84% | 0.86%increased 0.86 percentadded | |
 Abbvie Inc Abbvie IncABBV RESOURCE CONSULTING GROUP INC's holding in Abbvie Inc over time | 0.22% | 8,339 | $1.29M 0.22% | 0%unchanged 0 percentunchanged | |
 Abbott Labs Abbott LabsABT RESOURCE CONSULTING GROUP INC's holding in Abbott Labs over time | 0.05% | 2,574 | $283.3K 0.05% | 1.79%decreased 1.79 percentreduced | |
| 0.04% | 366 | $218.4K 0.04% | Newnew position | ||
 AGG Ishares TrIshares TrAGG | 0.07% | 1,317 | $399.3K 0.07% | 13.3%decreased 13.3 percentreduced | |
AGG Ishares TrIshares TrAGG | 0.06% | 3,174 | $362.0K 0.06% | 0%unchanged 0 percentunchanged | |
 Adapthealth Corp Adapthealth CorpAHCO RESOURCE CONSULTING GROUP INC's holding in Adapthealth Corp over time | 0.06% | 44,942 | $327.6K 0.06% | Newnew position | |
 Ishares Tr Ishares TrAMPS RESOURCE CONSULTING GROUP INC's holding in Ishares Tr over time | 0.07% | 5,000 | $390.1K 0.07% | 0%unchanged 0 percentunchanged | |
 Amazon Com Inc Amazon Com IncAMZN RESOURCE CONSULTING GROUP INC's holding in Amazon Com Inc over time | 0.37% | 14,305 | $2.17M 0.37% | 363.55%increased 363.55 percentadded | |
 Ares Management Corporation RESOURCE CONSULTING GROUP INC's holding in Ares Management Corporation over time | 0.26% | 12,650 | $1.50M 0.26% | 0%unchanged 0 percentunchanged | |
 Broadcom Inc Broadcom IncAVGO RESOURCE CONSULTING GROUP INC's holding in Broadcom Inc over time | 0.65% | 3,396 | $3.79M 0.65% | 0.21%increased 0.21 percentadded | |
 BNDW Vanguard Scottsdale FdsVanguard Scottsdale FdsBNDW | 0.24% | 6,404 | $1.39M 0.24% | 0%unchanged 0 percentunchanged | |
 BRKA Berkshire Hathaway Inc DelBerkshire Hathaway Inc DelBRKA | 0.84% | 9.00 | $4.88M 0.84% | 50%increased 50 percentadded | |
BRKA Berkshire Hathaway Inc DelBerkshire Hathaway Inc DelBRKA | 0.14% | 2,286 | $815.3K 0.14% | 12.28%increased 12.28 percentadded | |
 Blackstone Inc RESOURCE CONSULTING GROUP INC's holding in Blackstone Inc over time | 0.5% | 22,273 | $2.92M 0.5% | 2.04%increased 2.04 percentadded | |
 Caterpillar Inc RESOURCE CONSULTING GROUP INC's holding in Caterpillar Inc over time | 0.06% | 1,223 | $361.6K 0.06% | 0%unchanged 0 percentunchanged | |
 Cme Group Inc RESOURCE CONSULTING GROUP INC's holding in Cme Group Inc over time | 0.19% | 5,234 | $1.10M 0.19% | 0.95%increased 0.95 percentadded | |
 Chevron Corp New RESOURCE CONSULTING GROUP INC's holding in Chevron Corp New over time | 0.04% | 1,724 | $257.2K 0.04% | Newnew position | |
 DFAC Dimensional Etf TrustDimensional Etf TrustDFAC | 29.1% | 4,566,500 | $169.97M 29.1% | 0.69%decreased 0.69 percentreduced | |
