DB Wealth Management Group, LLC

13F Filings History

Latest 13F report
Q4 2023 - Jan 9, 2024
Value $
$176M
Signature - Title
Michael Donohue - Managing Director & Owner
Location
San Diego, CA
Summary
This page shows a list of all the recent 13F filings made by DB Wealth Management Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. DB Wealth Management Group, LLC reported 370 stock holdings with total value $176M as of Q4 2023. Top holdings included SPY, EFA, CGDV, VTI, and IJH.
Holdings Value