Dean, Jacobson Financial Services, LLC Portfolio Holdings by Sector
Dean, Jacobson Financial Services, LLC
- $129 Million
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SPY BIL IEFA JPST BKLC SGOV BKAG 7 stocks |
$126,518
98.04% of portfolio
|
  5  
|
  2  
|
  3  
|
- |
0
Calls
0
Puts
|
Oil & Gas E&P | Energy
TPL 1 stocks |
$934
0.72% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$394
0.31% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$313
0.24% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Gold | Basic Materials
AEM 1 stocks |
$241
0.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$220
0.17% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$213
0.17% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$209
0.16% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|