Dean, Jacobson Financial Services, LLC Portfolio Holdings

Dean, Jacobson Financial Services, LLC has filed its 13F form on August 09, 2024 for Q2 2024 where it was disclosed a total value porftolio of $124 Million distributed in 12 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 $55.9M, Ishares Tr with a value of $23.3M, Spdr S&P 600 Small Cap Value E with a value of $22.6M, Select Sector Spdr Tr Real Est with a value of $19.4M, and Texas Pacific Land Corp with a value of $649K.

Examining the 13F form we can see an increase of $443K in the current position value, from $123M to 124M.

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