JDH WEALTH MANAGEMENT, LLC
JDH WEALTH MANAGEMENT, LLC runs JDH WEALTH MANAGEMENT, LLC and currently holds 54 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $148.30M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. JDH WEALTH MANAGEMENT, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, JDH WEALTH MANAGEMENT, LLC's portfolio at JDH WEALTH MANAGEMENT, LLC has delivered returns of +22.00%. Their 3-year annualized return is +19.62%. Looking at the 5-year horizon, JDH WEALTH MANAGEMENT, LLC has achieved +19.62% annualized returns at JDH WEALTH MANAGEMENT, LLC.
Portfolio Value
$148.30M
Alpha Score
18.3
#0 of 1000
Holdings
54
0 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|