Jacksonville Wealth Management, LLC Portfolio Holdings

Jacksonville Wealth Management, LLC

  • $107 Billion
  • Q4 2024

Jacksonville Wealth Management, LLC has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $107 Billion distributed in 59 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $12.6B, Nvidia Corp with a value of $9.82B, Invesco Qqq Trust, Series 1 with a value of $9.12B, Invesco S&P 500 Equal Weight E with a value of $8.09B, and Spdr Dow Jones Industrial Average ETF Trust with a value of $7.7B.

Examining the 13F form we can see an increase of $107B in the current position value.

Jacksonville Wealth Management, LLC is based out at Jacksonville, FL

Below you can find more details about Jacksonville Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $107 Billion
ETFs: $57.2 Billion
Technology: $24.4 Billion
Industrials: $8.78 Billion
Consumer Cyclical: $5.91 Billion
Communication Services: $5.01 Billion
Healthcare: $2.89 Billion
Financial Services: $1.54 Billion
Consumer Defensive: $1.08 Billion
Other: $0

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$709M
$61.7 Million 0.06% of portfolio
45,000
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 59
  • Current Value $107 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 21, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 59 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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