Jp Wealth Management, Inc. Portfolio Holdings by Sector
Jp Wealth Management, Inc.
- $134 Billion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
DFAC QQQM QQEW QQQ IWF IWD VTV VTEB 11 stocks |
$90.4 Million
67.6% of portfolio
|
2
|
3
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
STEW TSI PHYS 3 stocks |
$43.3 Million
32.4% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|