Dean, Jacobson Financial Services, LLC Portfolio Holdings by Sector
Dean, Jacobson Financial Services, LLC
- $131 Million
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SPY SLYV IEFA XLRE SMMU 5 stocks |
$128,842
98.62% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
TPL 1 stocks |
$978
0.75% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$504
0.39% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$319
0.24% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|