The Analysis of DeDora Capital, Inc.'s Holdings


Currently, DeDora Capital, Inc. holds 115 types of securities in its portfolio with a total value $422.5M. In the most recent quarter, they have increased their positions in GLDM (+43.0K shares, valued at $3.7M), NFLX (+22.7K shares, valued at $2.1M), TQQQ (+19.6K shares, valued at $1.0M); decreased their positions in VUG (-3.1K shares, valued at $1.5M), N/A (-2.5K shares, valued at $850.7K), FBND (-16.2K shares, valued at $746.0K); initiated new positions in GDLC (+19.5K shares, valued at $805.6K), MU (+1.2K shares, valued at $338.6K), SLV (+4.2K shares, valued at $272.8K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
VUG VANGUARD INDEX FDS66.8K shares-4.50%2025-12-312026-01-22history
VYM VANGUARD WHITEHALL FDS214.3K shares-0.14%2025-12-312026-01-22history
FBND FIDELITY MERRIMACK STR TR580.9K shares-2.71%2025-12-312026-01-22history
IVV ISHARES TR35.7K shares0.24%2025-12-312026-01-22history
VB VANGUARD INDEX FDS78.9K shares3.07%2025-12-312026-01-22history
CGXU CAPITAL GROUP INTL FOCUS EQT601.2K shares1.37%2025-12-312026-01-22history
AAPL APPLE INC56.2K shares-2.84%2025-12-312026-01-22history
VANGUARD INDEX FDS VANGUARD INDEX FDS24.3K shares-0.41%2025-12-312026-01-22history
Sponsored
VCEB VANGUARD WORLD FD162.2K shares6.26%2025-12-312026-01-22history
INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T47.6K shares-1.09%2025-12-312026-01-22history
MSFT MICROSOFT CORP18.8K shares-3.75%2025-12-312026-01-22history
NVDA NVIDIA CORPORATION48.8K shares-3.30%2025-12-312026-01-22history
AMZN AMAZON COM INC36.7K shares-3.24%2025-12-312026-01-22history
TSLA TESLA INC18.4K shares-1.02%2025-12-312026-01-22history
JEPI J P MORGAN EXCHANGE TRADED F135.7K shares14.95%2025-12-312026-01-22history
BROADCOM INC BROADCOM INC21.7K shares-10.18%2025-12-312026-01-22history
Sponsored
ALPHABET INC ALPHABET INC23.9K shares-5.02%2025-12-312026-01-22history
NULG NUSHARES ETF TR73.9K shares-1.19%2025-12-312026-01-22history
ALPHABET INC ALPHABET INC20.8K shares-4.39%2025-12-312026-01-22history
JPM JPMORGAN CHASE & CO.18.8K shares-4.41%2025-12-312026-01-22history
INVESCO QQQ TR INVESCO QQQ TR9.8K shares0.25%2025-12-312026-01-22history
NUSC NUSHARES ETF TR132.6K shares0.74%2025-12-312026-01-22history
APP APPLOVIN CORP8.1K shares0.00%2025-12-312026-01-22history
GLDM WORLD GOLD TR54.7K shares369.82%2025-12-312026-01-22history
Sponsored
SPDW SPDR INDEX SHS FDS104.8K shares0.00%2025-12-312026-01-22history
HD HOME DEPOT INC13.5K shares0.43%2025-12-312026-01-22history
HELO J P MORGAN EXCHANGE TRADED F69.3K shares26.53%2025-12-312026-01-22history
RTX RTX CORPORATION21.7K shares-4.48%2025-12-312026-01-22history
VSGX VANGUARD WORLD FD52.7K shares7.64%2025-12-312026-01-22history
LLY ELI LILLY & CO3.4K shares9.68%2025-12-312026-01-22history
COST COSTCO WHSL CORP NEW4.2K shares1.46%2025-12-312026-01-22history
META META PLATFORMS INC5.4K shares-2.76%2025-12-312026-01-22history
Sponsored
ABBV ABBVIE INC14.9K shares-2.61%2025-12-312026-01-22history
V VISA INC9.2K shares0.90%2025-12-312026-01-22history
BRK.A BERKSHIRE HATHAWAY INC DEL4 shares0.00%2025-12-312026-01-22history
WMT WALMART INC26.1K shares0.10%2025-12-312026-01-22history
CMF ISHARES TR49.2K shares0.20%2025-12-312026-01-22history
CVX CHEVRON CORP NEW17.3K shares5.01%2025-12-312026-01-22history
UNH UNITEDHEALTH GROUP INC7.8K shares-5.92%2025-12-312026-01-22history
MA MASTERCARD INCORPORATED4.5K shares0.18%2025-12-312026-01-22history
Sponsored
UNP UNION PAC CORP11.0K shares2.46%2025-12-312026-01-22history
CGSD CAPITAL GRP FIXED INCM ETF T93.3K shares18.77%2025-12-312026-01-22history
AMGN AMGEN INC7.4K shares12.02%2025-12-312026-01-22history
TQQQ PROSHARES TR45.9K shares74.34%2025-12-312026-01-22history
NFLX NETFLIX INC25.2K shares900.67%2025-12-312026-01-22history
VO VANGUARD INDEX FDS8.1K shares-0.73%2025-12-312026-01-22history
UPRO PROSHARES TR18.3K shares0.00%2025-12-312026-01-22history
GLD SPDR GOLD TR4.9K shares-0.66%2025-12-312026-01-22history
Sponsored
CRM SALESFORCE INC7.3K shares-12.81%2025-12-312026-01-22history
LINDE PLC LINDE PLC4.3K shares-0.46%2025-12-312026-01-22history
AMD ADVANCED MICRO DEVICES INC8.5K shares-24.38%2025-12-312026-01-22history
PG PROCTER AND GAMBLE CO12.3K shares-1.35%2025-12-312026-01-22history
UBER UBER TECHNOLOGIES INC19.2K shares5.79%2025-12-312026-01-22history
ABT ABBOTT LABS12.2K shares0.05%2025-12-312026-01-22history
VXUS VANGUARD STAR FDS19.9K shares6.68%2025-12-312026-01-22history
ENSG ENSIGN GROUP INC8.0K shares-2.43%2025-12-312026-01-22history
Sponsored
XEL XCEL ENERGY INC17.4K shares0.42%2025-12-312026-01-22history
JNJ JOHNSON & JOHNSON6.1K shares0.28%2025-12-312026-01-22history
FTCS FIRST TR EXCHANGE-TRADED FD13.2K shares-15.06%2025-12-312026-01-22history
BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.3K shares0.34%2025-12-312026-01-22history
ORCL ORACLE CORP5.5K shares-1.18%2025-12-312026-01-22history
MERCK & CO INC MERCK & CO INC10.2K shares-6.69%2025-12-312026-01-22history
MINT PIMCO ETF TR9.4K shares-1.05%2025-12-312026-01-22history
LMT LOCKHEED MARTIN CORP1.9K shares-0.05%2025-12-312026-01-22history
Sponsored
MCD MCDONALDS CORP3.0K shares0.00%2025-12-312026-01-22history
GE AEROSPACE GE AEROSPACE2.9K shares-6.59%2025-12-312026-01-22history
IBIT ISHARES BITCOIN TRUST ETF18.2K shares8.87%2025-12-312026-01-22history
GDLC GRAYSCALE COINDESK CRYPTO19.5K sharesnew addition2025-12-312026-01-22history
MCK MCKESSON CORP950 shares-8.12%2025-12-312026-01-22history
LAM RESEARCH CORP LAM RESEARCH CORP4.5K shares-20.21%2025-12-312026-01-22history
CIBR FIRST TR EXCHANGE TRADED FD10.2K shares-10.12%2025-12-312026-01-22history
ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.7K shares-2.43%2025-12-312026-01-22history
Sponsored
ADP AUTOMATIC DATA PROCESSING IN2.7K shares4.86%2025-12-312026-01-22history
SPY SPDR S&P 500 ETF TR987 shares0.00%2025-12-312026-01-22history
MCO MOODYS CORP1.3K shares1.54%2025-12-312026-01-22history
TMO THERMO FISHER SCIENTIFIC INC1.2K shares0.00%2025-12-312026-01-22history
ADBE ADOBE INC1.9K shares18.47%2025-12-312026-01-22history
NEE NEXTERA ENERGY INC8.0K shares1.18%2025-12-312026-01-22history
NUE NUCOR CORP3.8K shares1.11%2025-12-312026-01-22history
GWW WW GRAINGER INC601 shares8.09%2025-12-312026-01-22history
Sponsored
DIS DISNEY WALT CO5.2K shares-3.69%2025-12-312026-01-22history
CAT CATERPILLAR INC897 shares-16.32%2025-12-312026-01-22history
PLTR PALANTIR TECHNOLOGIES INC2.7K shares17.38%2025-12-312026-01-22history
TM TOYOTA MOTOR CORP2.1K shares2.15%2025-12-312026-01-22history
COIN COINBASE GLOBAL INC2.0K shares10.82%2025-12-312026-01-22history
QCOM QUALCOMM INC2.6K shares0.00%2025-12-312026-01-22history
CRWD CROWDSTRIKE HLDGS INC952 shares-0.73%2025-12-312026-01-22history
SHY ISHARES TR5.0K shares-11.25%2025-12-312026-01-22history
Sponsored
AZN ASTRAZENECA PLC4.5K shares3.60%2025-12-312026-01-22history
PEP PEPSICO INC2.7K shares0.00%2025-12-312026-01-22history
AVTR AVANTOR INC33.2K shares0.00%2025-12-312026-01-22history
TE CONNECTIVITY PLC TE CONNECTIVITY PLC1.7K shares-20.50%2025-12-312026-01-22history
DHR DANAHER CORPORATION1.6K shares-3.34%2025-12-312026-01-22history
XOM EXXON MOBIL CORP3.1K shares16.06%2025-12-312026-01-22history
CME CME GROUP INC1.3K shares4.05%2025-12-312026-01-22history
GILD GILEAD SCIENCES INC2.9K shares-4.02%2025-12-312026-01-22history
Sponsored
MU MICRON TECHNOLOGY INC1.2K sharesnew addition2025-12-312026-01-22history
ARISTA NETWORKS INC ARISTA NETWORKS INC2.5K shares0.00%2025-12-312026-01-22history
AXP AMERICAN EXPRESS CO868 shares0.00%2025-12-312026-01-22history
URI UNITED RENTALS INC396 shares-2.94%2025-12-312026-01-22history
DLR DIGITAL RLTY TR INC2.0K shares0.00%2025-12-312026-01-22history
CARR CARRIER GLOBAL CORPORATION5.4K shares-0.31%2025-12-312026-01-22history
BA BOEING CO1.3K shares-0.08%2025-12-312026-01-22history
VZ VERIZON COMMUNICATIONS INC6.8K shares-10.74%2025-12-312026-01-22history
Sponsored
GBTC GRAYSCALE BITCOIN TRUST ETF4.1K shares-3.50%2025-12-312026-01-22history
SLV ISHARES SILVER TR4.2K sharesnew addition2025-12-312026-01-22history
ESGV VANGUARD WORLD FD2.2K shares2.26%2025-12-312026-01-22history
LOW LOWES COS INC1.1K shares0.00%2025-12-312026-01-22history
PYPL PAYPAL HLDGS INC4.5K shares-39.34%2025-12-312026-01-22history
KO COCA COLA CO3.4K shares-21.15%2025-12-312026-01-22history
UPS UNITED PARCEL SERVICE INC2.4K shares-63.13%2025-12-312026-01-22history
SBUX STARBUCKS CORP2.6K shares-19.65%2025-12-312026-01-22history
Sponsored
PTC PTC INC1.3K shares0.00%2025-12-312026-01-22history
FPE FIRST TR EXCH TRADED FD III10.6K shares-7.02%2025-12-312026-01-22history
NOK NOKIA CORP25.7K shares0.00%2025-12-312026-01-22history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available