Dean, Jacobson Financial Services, LLC Portfolio Holdings by Sector
Dean, Jacobson Financial Services, LLC
- $130 Million
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SPY IEFA BIL XLRE JPST 5 stocks |
$127,357
98.17% of portfolio
|
  2  
|
  3  
|
  2  
|
- |
0
Calls
0
Puts
|
Oil & Gas E&P | Energy
TPL 1 stocks |
$1,172
0.9% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$415
0.32% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$345
0.27% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$223
0.17% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Gold | Basic Materials
AEM 1 stocks |
$220
0.17% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|