DSG Capital Advisors, LLC - Portfolio overview

DSG Capital Advisors, LLC has 140 reported holdings in this dataset, with the latest filing dated 2026-04-27.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 7.00%
2. AVGO - BROADCOM INC, 5.20%
3. LLY - ELI LILLY & CO, 4.92%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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