Dean, Jacobson Financial Services, LLC Portfolio Holdings

Dean, Jacobson Financial Services, LLC

  • $133 Million
  • Q3 2024

Dean, Jacobson Financial Services, LLC has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $133 Million distributed in 16 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $57.5M, Ishares Tr with a value of $24.9M, Spdr S&P 600 Small Cap Value E with a value of $24.9M, Select Sector Spdr Tr Real Est with a value of $22.3M, and Texas Pacific Land Corp with a value of $782K.

Examining the 13F form we can see an increase of $9.56M in the current position value, from $124M to 133M.

Below you can find more details about Dean, Jacobson Financial Services, LLC portfolio as well as his latest detailed transactions.

Portfolio value $133 Million
ETFs: $131 Million
Energy: $1.13 Million
Technology: $721,000
Consumer Cyclical: $202,000
Communication Services: $200,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 16
  • Current Value $133 Million
  • Prior Value $124 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 24, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 5 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
Track This Portfolio

Track Dean, Jacobson Financial Services, LLC Portfolio

Follow Dean, Jacobson Financial Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dean, Jacobson Financial Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dean, Jacobson Financial Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email