Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

DB Wealth Management Group, LLC 13F Holdings -- Portfolio & Top Positions (2023-12-31)

Name: DB Wealth Management Group, LLC 13F Holdings (2023-12-31)
Creator: ko.io

DB Wealth Management Group, LLC (CIK 1843991) reported $176.1M across 370 reported positions in its SEC 13F filing for 2023-12-31. Largest positions: SPY ($26.7M, 15.17%), EFA ($10.5M, 5.98%), CGDV ($10.2M, 5.77%), VTI ($8.9M, 5.04%), IJH ($7.7M, 4.37%). Source: SEC Form 13F.

Rank	Ticker	Company	Value	% Portfolio	Shares	Action
1	SPY	SPDR S&P	$26.7M	15.17%	56,194	Added
2	EFA	ISHARES MSCI	$10.5M	5.98%	139,724	Added
3	CGDV	CAPITAL GROUP	$10.2M	5.77%	340,377	Added
4	VTI	VANGUARD TOTAL	$8.9M	5.04%	37,427	Added
5	IJH	ISHARES CORE	$7.7M	4.37%	27,779	Added
6	ILCG	ISHARES MORNINGSTAR	$6.9M	3.93%	102,085	Added
7	DWM	WISDOMTREE DEFA	$4.8M	2.74%	92,035	Added
8	FV	FIRST TRUST	$4.7M	2.65%	90,406	Trimmed
9	QQQ	INVESCO QQQ	$4.3M	2.43%	10,429	Added
10	RSP	INVESCO S&P	$3.6M	2.05%	22,886	Trimmed
11	DON	WISDOMTREE U S	$3.2M	1.80%	69,447	Trimmed
12	SHV	ISHARES SHORT	$3.1M	1.78%	28,420	Trimmed
13	SRLN	SPDR BLACKSTONE	$3.0M	1.69%	71,016	Added
14	IJR	ISHARES CORE	$2.8M	1.60%	25,982	Added
15	BILS	SPDR BLOOMBERG	$2.7M	1.52%	26,986	Trimmed
16	DES	WISDOMTREE U S	$2.6M	1.48%	80,971	Trimmed
17	VUG	VANGUARD GROWTH	$2.5M	1.45%	8,188	Added
18	SHYG	ISHARES	$2.5M	1.44%	59,913	Added
19	AAPL	APPLE INC	$2.4M	1.38%	12,657	Trimmed
20	PAVE	GLOBAL X	$2.4M	1.35%	69,104	Trimmed
21	USFR	WISDOMTREE FLOATING	$2.3M	1.29%	45,188	Trimmed
22	HDV	ISHARES CORE	$2.1M	1.21%	20,955	Trimmed
23	XAR	SPDR S&P	$1.9M	1.10%	14,327	Added
24	SCHA	SCHWAB US	$1.9M	1.06%	39,536	Added
25	ITOT	ISHARES CORE	$1.8M	1.00%	16,664	Added

Source: SEC Form 13F filings · as of 2023-12-31