Dean, Jacobson Financial Services, LLC Portfolio Holdings by Sector
Dean, Jacobson Financial Services, LLC
- $137 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SPY IEFA SLYV BIL JPST CGGR SGOV RECS 8 stocks |
$134,740
98.25% of portfolio
|
  6  
|
  1  
|
  3  
|
- |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
TPL 1 stocks |
$826
0.6% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$476
0.35% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
AEM 1 stocks |
$342
0.25% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$327
0.24% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$220
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$210
0.15% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|