TMD Wealth Management, LLC

13F Filings History

Latest 13F report
Q2 2024 - Aug 8, 2024
Value $
$456M
Signature - Title
Andy Warning - Compliance Consultant
Location
Scottsdale, AZ
Summary
This page shows a list of all the recent 13F filings made by TMD Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. TMD Wealth Management, LLC reported 54 stock holdings with total value $456M as of Q2 2024. Top holdings included VTV, VUG, CRDT, QUAL, and DGRW.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 54 $456M +$78.3M -$58.1M +$20.1M VTV, VUG, CRDT, QUAL, DGRW 13F-HR 8/8/2024, 04:31 PM
Q1 2024 55 $429M +$59.3M -$30.8M +$28.6M VTV, VUG, CRDT, QUAL, SVOL 13F-HR 5/14/2024, 10:48 AM
Q4 2023 57 $384M +$66.8M -$52.6M +$14.1M VTV, CRDT, VUG, QUAL, SVOL 13F-HR 2/13/2024, 03:41 PM
Q3 2023 56 $351M +$48.2M -$74.6M -$26.5M VTV, CRDT, VUG, QUAL, SVOL 13F-HR 11/13/2023, 12:00 PM
Q2 2023 52 $384M +$61.2M -$41.6M +$19.7M VUG, VTV, BILS, JPST, CRDT 13F-HR 8/8/2023, 02:10 PM
Q1 2023 48 $354M +$145M -$23.5M +$121M JPST, BILS, VUG, VTV, QUAL 13F-HR 5/4/2023, 06:21 PM
Q4 2022 42 $225M +$55.6M -$68.1M -$12.5M VTV, VUG, QUAL, IVOL, BTAL 13F-HR 2/6/2023, 05:04 PM
Q3 2022 42 $222M +$14M -$15.1M -$1.05M VTV, VUG, QUAL, IVOL, BTAL 13F-HR 11/9/2022, 02:42 PM
Q2 2022 40 $239M +$72M -$64.7M +$7.31M VTV, VUG, QUAL, IVOL, BTAL 13F-HR 8/5/2022, 06:34 PM
Q1 2022 46 $260M +$57.5M -$53.9M +$3.58M FCTR, MTUM, QUAL, VTV, IVOL 13F-HR 5/2/2022, 03:16 PM
Q4 2021 50 $269M +$57.1M -$35.3M +$21.8M QUAL, MTUM, FCTR, IVOL, BTAL 13F-HR 1/24/2022, 02:21 PM
Q3 2021 43 $239M +$41.5M -$29.3M +$12.2M MTUM, QUAL, FCTR, FIXD, IVOL 13F-HR 11/3/2021, 04:21 PM
Q2 2021 39 $229M +$48.9M -$37.5M +$11.4M MTUM, QUAL, VTV, FIXD, IVOL 13F-HR 8/10/2021, 01:49 PM
Q1 2021 40 $210M +$41.7M -$12M +$29.6M QUAL, MTUM, IVOL, FIXD, VTV 13F-HR 4/22/2021, 02:31 PM
Q4 2020 37 $178M $0 $0 MTUM, USMV, QUAL, VTV, JMST 13F-HR 2/9/2021, 09:50 AM