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  Name: DB Wealth Management Group LLC
  City: SAN DIEGO
  State: CA
  Zip: 92108
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $176,085,000
  Total Value Change : $17,608,000
  Securities Held Change : -3
   
All Securities Held : 369
  New Positions : 15
  Closed Positions : 17
  Increased Positions : 60
  Unchanged Positions : 239
  Decreased Positions : 55

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Holdings Found : 15     View All Holdings Currently Viewing:  New 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
   (KCE)1 Year Chart         KCE KBW Cap Markets KCE 47 New $111.74 $699,000 6,852 0.4% 699,000 6,852 0.196    Closed - End Fund - E...
   (CALF)1 Year Chart         CALF Pacer Us Small Cap Cash Cow... 76 New $0.00 $297,000 6,175 0.17% 297,000 6,175 0.007    N/A
   (XLK)1 Year Chart         XLK SPDR Technology Sector 124 New $208.34 $85,000 440 0.05% 85,000 440 0    Closed - End Fund - E...
   (TLH)1 Year Chart         TLH iShares Barclays 10-20 Year... 165 New $101.63 $54,000 503 0.03% 54,000 503 0    Closed - End Fund - E...
   (XLC)1 Year Chart         XLC Communication Services Sele... 171 New $82.01 $50,000 690 0.03% 50,000 690 0    N/A
   (EZY)1 Year Chart         EZY WisdomTree LargeCap Value 212 New $74.21 $25,000 358 0.01% 25,000 358 0.001    N/A
   (SHAG)1 Year Chart         SHAG Wisdomtree Barclays Yield E... 245 New $0.00 $17,000 363 0.01% 17,000 363 0.014    N/A
   (EWJ)1 Year Chart         EWJ iShares MSCI-Japan 296 New $68.21 $7,000 114 0% 7,000 114 0.001    Closed - End Fund - E...
   (ROKU)1 Year Chart         ROKU Roku, Inc 301 New $62.26 $6,000 60 0% 6,000 60 0.003    N/A
   (PACB)1 Year Chart         PACB Pacific Biosciences Of Cali... 308 New $2.23 $5,000 503 0% 5,000 503 0    Biotechnology
   (XBI)1 Year Chart         XBI streetTRACKS Series Trust S... 319 New $90.78 $4,000 41 0% 4,000 41 0    Closed - End Fund - E...
   (FLBL)1 Year Chart         FLBL Franklin Liberty Senior Loa... 325 New $0.00 $4,000 170 0% 4,000 170 0    N/A
   (IQDG)1 Year Chart         IQDG Wisdomtree International Qu... 322 New $0.00 $4,000 121 0% 4,000 121 0    N/A
   (CCL)1 Year Chart         CCL Carnival Corp 348 New $14.52 $2,000 105 0% 2,000 105 0    Sporting and Park Ent...
   (VLTO)1 Year Chart         VLTO Veralto Corp 363 New $96.94 $0 4 0% 0 4 0    N/A
      15 Records Found
  1    
Page 1 of 1
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