Dodds Wealth, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 25, 2024
Value $
$244M
Signature - Title
John Michael Dodds - CCO
Location
Greenwood Village, CO
Summary
This page shows a list of all the recent 13F filings made by Dodds Wealth, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Dodds Wealth, LLC reported 59 stock holdings with total value $244M as of Q3 2024. Top holdings included VCIT, SPIB, IGIB, GOVT, and VOO.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 59 $244M +$39.8M -$6.58M +$33.2M VCIT, SPIB, IGIB, GOVT, VOO 13F-HR 10/25/2024, 01:45 PM
Q2 2024 56 $256M +$11.7M -$2.08M +$9.64M VCIT, SPIB, IGIB, SCHV, SCHB 13F-HR 7/25/2024, 05:13 PM
Q1 2024 57 $246M +$52.6M -$7.79M +$44.8M VCIT, SPIB, SCHV, IGIB, SCHB 13F-HR 5/24/2024, 12:44 PM
Q4 2023 55 $195M $0 $0 VCIT, SCHV, IGIB, SPIB, VOO 13F-HR 2/12/2024, 03:45 PM