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  Name: DeDora Capital Inc.
  City: Napa
  State: CA
  Zip: 94559
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $314,123,000
  Total Value Change : $29,231,000
  Securities Held Change : 6
   
All Securities Held : 108
  New Positions : 10
  Closed Positions : 4
  Increased Positions : 41
  Unchanged Positions : 14
  Decreased Positions : 43

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Holdings Found : 14     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (GWL)1 Year Chart         GWL St Spdr S&P Wld Xus 30 - $36.29 $2,646,000 73,837 0.84% 135,000 0 0.008    Closed - End Fund - E...
   (UPRO)1 Year Chart         UPRO ProShares Trust 44 - $70.17 $1,726,000 24,465 0.55% 387,000 0 0.1    Closed - End Fund - Debt
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 53 - $414.40 $1,235,000 2,938 0.39% 187,000 0 0    Property & Casualty I...
   (VGSH)1 Year Chart         VGSH Vanguard Scottsdale Funds 56 - $57.87 $1,124,000 19,353 0.36% -5,000 0 0.002    Closed - End Fund - Debt
   (AVTR)1 Year Chart         AVTR Avantor, Inc. 65 - $24.08 $850,000 33,237 0.27% 91,000 0 0.005    N/A
   (ORCL)1 Year Chart         ORCL Oracle Corp 69 - $117.19 $728,000 5,796 0.23% 117,000 0 0    Application Software
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 87 - $527.37 $448,000 856 0.14% 41,000 0 0    Closed - End Fund - E...
   (QCOM)1 Year Chart         QCOM QUALCOMM Inc 86 - $204.05 $448,000 2,646 0.14% 65,000 0 0    Communication Equipment
   (ADBE)1 Year Chart         ADBE Adobe Systems Inc 89 - $444.76 $430,000 852 0.14% -78,000 0 0    Application Software
   (URI)1 Year Chart         URI United Rentals Inc 95 - $669.41 $314,000 435 0.1% 65,000 0 0.001    Rental & Leasing Serv...
   (BA)1 Year Chart         BA Boeing Co 100 - $177.61 $253,000 1,310 0.08% -88,000 0 0    Aerospace/Defense - M...
   (QCLN)1 Year Chart         QCLN First Trust NASDAQ Clean Ed... 102 - $37.78 $242,000 6,966 0.08% -52,000 0 0.037    N/A
   (FPE)1 Year Chart         FPE First Trust Preferred Secur... 105 - $17.25 $231,000 13,334 0.07% 6,000 0 0.005    N/A
   (NOK)1 Year Chart         NOK Nokia Corporation (ADR) 108 - $3.90 $91,000 25,707 0.03% 3,000 0 0.005    Communication Equipment

      14 Records Found
  1    
Page 1 of 1
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