DA

Donor Advised Charitable Giving, Inc.

13F
Donor Advised Charitable Giving, Inc.
Last update 2024-10-16 35 Stocks (4 new)
Value $4.08 Bil Turnover 0 %
Countries:
Top Holdings: NVDA(98.47%)ITOT(0.18%)AJG(0.13%)VT(0.13%)RBLX(0.11%)
Portfolio Report
Summary Stock Picks Current Portfolio
Donor Advised Charitable Givin... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
NVDA 		NVIDIA Corp
33,051,520
4013776.590
-2.63%
98.470
-2.59%
0.130
-1.22%
-0.85%
3262802.700
Semiconductors
ITOT 		iShares Core S&P Total U.S. Stock Market ETF
58,711
7375.320
+0.37%
0.180
0%
0.010
+0.65%
-0.68%
63764.123
 
AJG 		Arthur J. Gallagher & Co
19,480
5481.090
-26.55%
0.130
-0.04%
0.010
-0.67%
+0.55%
71396.095
Insurance
VT 		Vanguard Total World Stock ETF
43,400
5194.980
New Holding
0.130
+0.13%
0.010
-3.24%
-1.09%
40133.712
 
RBLX 		Roblox Corp
102,476
4535.590
+55.97%
0.110
+0.04%
0.020
+47.44%
+6.01%
40272.484
Interactive Media
SCHK 		Schwab 1000 Index ETF
60,144
3325.360
0%
0.080
0%
0.040
+0.72%
-0.64%
3981.802
 
META 		Meta Platforms Inc
5,658
3238.870
-41.42%
0.080
-0.05%
0.000
+3.18%
+3.88%
1535722.109
Interactive Media
WMT 		Walmart Inc
40,000
3230.000
0%
0.080
0%
0.000
+14.44%
+1.23%
735295.840
Retail - Defensive
WDAY 		Workday Inc
12,988
3174.400
0%
0.080
0%
0.000
+2.44%
-4.36%
65436.000
Software
PANW 		Palo Alto Networks Inc
15,232
2603.150
-54.18%
0.060
-0.07%
0.000
-10.06%
-7.77%
110123.484
Software

Donor Advised Charitable Giving, Inc.'s Historical Top Holdings Breakdowns

Donor Advised Charitable Giving, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
NVDA 		NVIDIA Corp2024-03-31Reduce
-3.31%
●
47.57 ($72.48) 95
$133.23
83.82%
Reduce -3.45%
35,060,990
-125,335
NVDA 		NVIDIA Corp2024-06-30Reduce
-3.13%
●
76.2 ($101.1) 135.58
$133.23
31.78%
Reduce -3.18%
33,945,040
-1,115,950
NVDA 		NVIDIA Corp2023-09-30Add
+2.91%
●
40.86 ($44.8) 49.36
$133.23
197.39%
Add 3.1%
36,314,340
109,307
NVDA 		NVIDIA Corp2024-09-30Reduce
-2.59%
●
98.91 ($118.12) 134.91
$133.23
12.79%
Reduce -2.63%
33,051,520
-893,520
BABA 		Alibaba Group Holding Ltd2023-06-30Sold Out
-2.44%
●
78.67 ($87.76) 102.74
$80.54
-8.23%
Sold Out
0
-260,118
PDCE PDC Energy Inc2023-06-30Sold Out
-1.71%
●
60.5 ($67.51) 72.44
$73.85
9.39%
Sold Out
0
-289,800
AESI 		Atlas Energy Solutions Inc2024-03-31Sold Out
-0.96%
●
15.78 ($18.65) 22.62
$21.68
16.25%
Sold Out
0
-1,040,757
AESI 		Atlas Energy Solutions Inc2023-12-31New Buy
+0.96%
●
16.47 ($18.4) 22.13
$21.68
17.83%
New holding
1,040,757
1,040,757
RBLX 		Roblox Corp2023-12-31Reduce
-0.90%
●
28.42 ($36.95) 46.85
$61.37
66.09%
Reduce -74.19%
176,431
-507,024
RBLX 		Roblox Corp2023-03-31Add
+0.74%
●
27.85 ($38.22) 45.33
$61.37
60.57%
Add 69.28%
442,091
180,927

Donor Advised Charitable Giving, Inc. Total Holding History ($B)

To

Donor Advised Charitable Giving, Inc.'s Asset Allocation

To

Donor Advised Charitable Giving, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Donor Advised Charitable Giving, Inc.'s Hypothetical Growth since 2024-09-30

Donor Advised Charitable Giving, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Donor Advised Charitable Giving, Inc.'s Holdings Heat Map

Size field:

Donor Advised Charitable Giving, Inc.'s Holdings Bubble Chart

Donor Advised Charitable Giving, Inc. News

  • 1

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