Jp Wealth Management, Inc. Portfolio Holdings

Jp Wealth Management, Inc. has filed its 13F form on April 18, 2025 for Q1 2025 where it was disclosed a total value porftolio of $124 Billion distributed in 16 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $28.2B, Invesco Exchange Traded Fd Tr with a value of $21.7B, Boulder Growth & Income Fund with a value of $16.7B, First Tr Nasdaq 100 Equal Weig with a value of $15.4B, and Tcw Strategic Income Fund Inc with a value of $14.8B.

Examining the 13F form we can see an decrease of $12.1B in the current position value, from $136B to 124B.

Jp Wealth Management, Inc. is based out at Mt. Pleasant, SC

Below you can find more details about Jp Wealth Management, Inc. portfolio as well as his latest detailed transactions.