Dmkc Advisory Services, LLC Top Holdings and 13F Report (2025) About Dmkc Advisory Services, LLCInvestment ActivityDmkc Advisory Services, LLC has $190.99 million in total holdings as of June 30, 2025.Dmkc Advisory Services, LLC owns shares of 78 different stocks, but just 38 companies or ETFs make up 80% of its holdings.Approximately 38.97% of the portfolio was purchased this quarter.About 0.26% of the portfolio was sold this quarter.This quarter, Dmkc Advisory Services, LLC has purchased 55 new stocks and bought additional shares in 53 stocks.Dmkc Advisory Services, LLC sold shares of 1 stock and completely divested from 1 stock this quarter.Largest Holdings Microsoft $9,457,357Vanguard S&P 500 ETF $9,185,075Bank of America $7,762,836Deere & Company $6,508,286Wells Fargo & Company $6,453,521 Largest New Holdings this Quarter 78467X109 - SPDR Dow Jones Industrial Average ETF Trust $4,375,622 Holding363576109 - Arthur J. Gallagher & Co. $3,235,470 HoldingG29183103 - Eaton $2,674,177 Holding020002101 - Allstate $1,999,880 Holding053015103 - Automatic Data Processing $1,888,854 Holding Largest Purchases this Quarter Microsoft 13,728 shares (about $7.02M)SPDR Dow Jones Industrial Average ETF Trust 9,828 shares (about $4.38M)Deere & Company 8,680 shares (about $4.33M)Arthur J. Gallagher & Co. 10,307 shares (about $3.24M)Eaton 7,024 shares (about $2.67M) Largest Sales this Quarter JPMorgan Ultra-Short Municipal ETF 1,242 shares (about $63.22K) Sector Allocation Over TimeMap of 500 Largest Holdings ofDmkc Advisory Services, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$9,457,357$7,024,705 ▲288.8%18,4825.0%Computer and TechnologyVOOVanguard S&P 500 ETF$9,185,075$1,644,933 ▲21.8%15,9144.8%ETFBACBank of America$7,762,836$2,658,236 ▲52.1%165,0964.1%FinanceDEDeere & Company$6,508,286$4,332,535 ▲199.1%13,0393.4%IndustrialsWFCWells Fargo & Company$6,453,521$1,936,861 ▲42.9%80,9633.4%FinancePFGPrincipal Financial Group$6,362,936$1,524,825 ▲31.5%78,5843.3%FinanceVHTVanguard Health Care ETF$6,308,518$789,576 ▲14.3%25,7273.3%ETFMMM3M$5,557,268$1,162,409 ▲26.4%34,9432.9%Multi-Sector ConglomeratesVPUVanguard Utilities ETF$5,471,218$497,464 ▲10.0%30,7512.9%ETFSCHDSchwab US Dividend Equity ETF$5,392,474$1,254,302 ▲30.3%198,6912.8%ETFUSBU.S. Bancorp$5,363,506$1,380,130 ▲34.6%118,6352.8%FinanceEMREmerson Electric$4,666,685$2,076,328 ▲80.2%32,3202.4%IndustrialsCATCaterpillar$4,504,286$1,655,557 ▲58.1%10,7742.4%IndustrialsDIASPDR Dow Jones Industrial Average ETF Trust$4,375,622$4,375,622 ▲New Holding9,8282.3%FinanceCMICummins$4,115,803$2,140,245 ▲108.3%11,8212.2%Auto/Tires/TrucksVIGVanguard Dividend Appreciation ETF$3,865,285$1,383,204 ▲55.7%18,7062.0%ETFVTIVanguard Total Stock Market ETF$3,672,253$2,387,861 ▲185.9%11,8741.9%ETFABTAbbott Laboratories$3,529,628$1,653,523 ▲88.1%29,2891.8%MedicalJPMJPMorgan Chase & Co.$3,504,891$394,554 ▲12.7%12,0901.8%FinanceJNJJohnson & Johnson$3,491,324$1,679,819 ▲92.7%21,4221.8%MedicalAJGArthur J. Gallagher & Co.$3,235,470$3,235,470 ▲New Holding10,3071.7%FinanceGSThe Goldman Sachs Group$3,189,691$211,752 ▲7.1%4,5191.7%FinanceVEAVanguard FTSE Developed Markets ETF$3,030,345$907,928 ▲42.8%53,3791.6%ETFRTXRTX$2,842,595$185,891 ▲7.0%18,7631.5%AerospaceSYYSysco$2,726,164$936,795 ▲52.4%34,9911.4%Consumer StaplesETNEaton$2,674,177$2,674,177 ▲New Holding7,0241.4%IndustrialsSTTState Street$2,479,779$197,011 ▲8.6%23,0721.3%FinanceTRUST FOR PROFESSIONAL MANAG$2,429,039$313,549 ▲14.8%92,1341.3%JENSEN QUALITYSHELShell$2,332,967$186,401 ▲8.7%33,1671.2%EnergyXOMExxon Mobil$2,320,965$284,398 ▲14.0%20,7861.2%EnergyOTISOtis Worldwide$2,255,983$197,895 ▲9.6%22,3211.2%IndustrialsCVXChevron$2,188,501$294,434 ▲15.5%14,4571.1%EnergyMDTMedtronic$2,150,681$295,985 ▲16.0%24,0221.1%MedicalTTETotalEnergies$2,077,428$208,743 ▲11.2%33,6481.1%EnergyLMTLockheed Martin$2,071,987$228,031 ▲12.4%4,4161.1%AerospacePGProcter & Gamble$2,038,267$253,033 ▲14.2%13,0981.1%Consumer StaplesALLAllstate$1,999,880$1,999,880 ▲New Holding10,3611.0%FinancePEPPepsiCo$1,981,038$228,923 ▲13.1%13,6211.0%Consumer StaplesDEODiageo$1,953,025$186,307 ▲10.5%18,9321.0%Consumer StaplesKMBKimberly-Clark$1,928,883$198,644 ▲11.5%15,0801.0%Consumer StaplesADPAutomatic Data Processing$1,888,854$1,888,854 ▲New Holding6,2521.0%Computer and TechnologyFDXFedEx$1,874,689$211,471 ▲12.7%8,2091.0%TransportationLOWLowe's Companies$1,871,045$179,017 ▲10.6%8,5601.0%Retail/WholesaleCCitigroup$1,846,756$12,195 ▲0.7%19,8381.0%Financial ServicesGPCGenuine Parts$1,773,520$184,060 ▲11.6%14,3570.9%Retail/WholesaleVTVVanguard Value ETF$1,762,951$1,762,951 ▲New Holding9,9070.9%ETFTGTTarget$1,706,701$598,061 ▲53.9%16,4660.9%Retail/WholesalePAYXPaychex$1,704,578$1,221,547 ▲252.9%11,8960.9%Computer and TechnologyPFEPfizer$1,696,512$262,490 ▲18.3%69,0200.9%MedicalMGVVanguard Mega Cap Value ETF$1,642,125$1,642,125 ▲New Holding12,4460.9%ETFVGKVanguard FTSE Europe ETF$1,475,202$839,739 ▲132.1%19,0940.8%ETFCGDVCapital Group Dividend Value ETF$1,228,339$1,228,339 ▲New Holding30,2030.6%ETFVBVanguard Small-Cap ETF$1,128,215$205,662 ▲22.3%4,6300.6%ETFVUGVanguard Growth ETF$994,336$994,336 ▲New Holding2,2190.5%ETFBRK.BBerkshire Hathaway$980,885$598,378 ▲156.4%2,0720.5%FinanceIOOiShares Global 100 ETF$845,274$845,274 ▲New Holding7,6440.4%ETFBDXBecton, Dickinson and Company$774,252$774,252 ▲New Holding4,2800.4%MedicalVOVanguard Mid-Cap ETF$763,390$763,390 ▲New Holding2,6930.4%ETFNVDANVIDIA$574,366$53,631 ▲10.3%3,3200.3%Computer and TechnologyAMZNAmazon.com$536,193$209,104 ▲63.9%2,3950.3%Retail/WholesaleAAPLApple$534,305$207,505 ▲63.5%2,5440.3%Computer and TechnologyCLXClorox$533,327$533,327 ▲New Holding4,1260.3%Consumer StaplesVYMIVanguard International High Dividend Yield ETF$512,847$512,847 ▲New Holding6,3970.3%ETFVGTVanguard Information Technology ETF$510,469$166,726 ▲48.5%7440.3%ETFABBVAbbVie$509,485$253,977 ▲99.4%2,6620.3%MedicalIWFiShares Russell 1000 Growth ETF$408,817$408,817 ▲New Holding9410.2%ETFGOOGAlphabet$383,991$383,991 ▲New Holding2,0790.2%Computer and TechnologyKNFKnife River$358,435$358,435 ▲New Holding4,5160.2%ConstructionMETAMeta Platforms$349,332$83,475 ▲31.4%4980.2%Computer and TechnologyEVERUS CONSTR GROUP$312,507$312,507 ▲New Holding4,5160.2%COMMDUMDU Resources Group$306,975$306,975 ▲New Holding18,0680.2%UtilitiesCOSTCostco Wholesale$289,035$23,848 ▲9.0%3030.2%Retail/WholesaleMAMastercard$281,694$281,694 ▲New Holding5070.1%Business ServicesSPYSPDR S&P 500 ETF Trust$248,076$248,076 ▲New Holding3950.1%FinanceGOOGLAlphabet$241,041$241,041 ▲New Holding1,3130.1%Computer and TechnologyJMSTJPMorgan Ultra-Short Municipal ETF$237,166$63,224 ▼-21.0%4,6590.1%ETFCSCOCisco Systems$232,562$232,562 ▲New Holding3,4050.1%Computer and TechnologyMRKMerck & Co., Inc.$220,512$220,512 ▲New Holding2,7050.1%MedicalCASYCasey's General Stores$0$434,040 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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