Dean, Jacobson Financial Services, LLC Portfolio Holdings by Sector
Dean, Jacobson Financial Services, LLC
- $133 Million
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SPY IEFA SLYV XLRE HYD LRGF SMMU IVV 9 stocks |
$130,831
98.31% of portfolio
|
  2  
|
  4  
|
  2  
|
- |
0
Calls
0
Puts
|
Oil & Gas E&P | Energy
TPL 1 stocks |
$782
0.59% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$455
0.34% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$344
0.26% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$266
0.2% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$202
0.15% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$200
0.15% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|