Jacobsen Capital Management Incresed Positions in Q3 2025

Jacobsen Capital Management

  • $293 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
7.32K
+ 0.74%
$56.02 - $60.3 $410K - $441K
991K $59.4M
VTV
Vanguard Value ETF

ETFs
1.26K
+ 0.68%
$175.51 - $186.57 $222K - $236K
187K $34.9M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
58.9K
+ 14.3%
$21.69 - $23.34 $1.28M - $1.37M
471K $11M
AAPL
Apple Inc.

Technology
330
+ 0.95%
$202.38 - $256.87 $66.8K - $84.8K
35K $8.91M
NVDA
Nvidia Corp

Technology
1.2K
+ 2.44%
$153.3 - $186.58 $183K - $223K
50.2K $9.36M
GOOGL
Alphabet Inc.

Communication Services
210
+ 1.07%
$174.36 - $254.72 $36.6K - $53.5K
19.9K $4.83M
TSLA
Tesla, Inc.

Consumer Cyclical
136
+ 2.42%
$293.94 - $444.72 $40K - $60.5K
5.76K $2.56M
VB
Vanguard Small Cap ETF

ETFs
1.17K
+ 5.35%
$237.58 - $259.17 $277K - $303K
23K $5.85M
AVGO
Broadcom Inc.

Technology
243
+ 2.63%
$264.74 - $369.57 $64.3K - $89.8K
9.49K $3.13M
GOOG
Alphabet Inc.

Communication Services
287
+ 3.83%
$175.16 - $255.24 $50.3K - $73.3K
7.78K $1.89M
ORCL
Oracle Corp

Technology
63
+ 2.11%
$218.96 - $328.33 $13.8K - $20.7K
3.04K $855K
UNH
Unitedhealth Group Inc

Healthcare
523
+ 76.69%
$237.77 - $353.61 $124K - $185K
1.21K $416K
TMO
Thermo Fisher Scientific Inc.

Healthcare
101
+ 6.37%
$404.94 - $499.99 $40.9K - $50.5K
1.69K $818K
JPM
Jpmorgan Chase & CO

Financial Services
128
+ 2.41%
$282.78 - $316.06 $36.2K - $40.5K
5.44K $1.72M
ABBV
Abb Vie Inc.

Healthcare
7
+ 0.19%
$184.85 - $231.54 $1.29K - $1.62K
3.7K $856K
MU
Micron Technology Inc

Technology
94
+ 3.57%
$104.88 - $168.89 $9.86K - $15.9K
2.73K $456K
AMZN
Amazon Com Inc

Consumer Cyclical
504
+ 2.74%
$211.65 - $238.24 $107K - $120K
18.9K $4.15M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
110
+ 3.34%
$459.11 - $506.91 $50.5K - $55.8K
3.4K $1.71M
GE
General Electric CO

Industrials
32
+ 1.41%
$244.75 - $305.63 $7.83K - $9.78K
2.3K $690K
BAC
Bank Of America Corp

Financial Services
1.03K
+ 10.35%
$44.92 - $52.42 $46.2K - $53.9K
11K $565K
RTX
Raytheon Technologies Corp

Industrials
71
+ 1.95%
$144.19 - $167.33 $10.2K - $11.9K
3.72K $622K
MRK
Merck & Co., Inc.

Healthcare
804
+ 19.68%
$77.6 - $87.37 $62.4K - $70.2K
4.89K $410K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
512
+ 0.84%
$76.16 - $78.59 $39K - $40.2K
61.6K $4.81M
AMD
Advanced Micro Devices Inc

Technology
64
+ 1.71%
$134.8 - $184.42 $8.63K - $11.8K
3.81K $615K
TJX
Tjx Companies Inc

Consumer Cyclical
9
+ 0.24%
$121.35 - $144.54 $1.09K - $1.3K
3.83K $554K
CAT
Caterpillar Inc

Industrials
6
+ 0.72%
$390.92 - $477.15 $2.35K - $2.86K
837 $399K
KLAC
Kla Corp

Technology
10
+ 4.26%
$843.9 - $1078.6 $8.44K - $10.8K
245 $264K
WMT
Walmart Inc.

Consumer Defensive
19
+ 0.2%
$94.4 - $104.27 $1.79K - $1.98K
9.63K $992K
GS
Goldman Sachs Group Inc

Financial Services
25
+ 7.74%
$696.56 - $806.32 $17.4K - $20.2K
348 $277K
MS
Morgan Stanley

Financial Services
5
+ 0.21%
$139.09 - $161.16 $695 - $806
2.43K $386K
MO
Altria Group, Inc.

Consumer Defensive
152
+ 4.43%
$57.75 - $67.68 $8.78K - $10.3K
3.59K $236K
NEE
Nextera Energy Inc

Utilities
38
+ 0.76%
$69.77 - $77.54 $2.65K - $2.95K
5.04K $380K
LOW
Lowes Companies Inc

Consumer Cyclical
13
+ 1.4%
$215.01 - $273.02 $2.8K - $3.55K
941 $236K
WFC
Wells Fargo & Company

Financial Services
106
+ 1.71%
$77.05 - $85.16 $8.17K - $9.03K
6.3K $527K
MDT
Medtronic PLC

Healthcare
96
+ 4.18%
$87.67 - $95.74 $8.42K - $9.19K
2.39K $228K
TXN
Texas Instruments Inc

Technology
139
+ 9.75%
N/A
1.57K $304K
MCD
Mcdonalds Corp

Consumer Cyclical
39
+ 3.2%
$291.67 - $316.99 $11.4K - $12.4K
1.26K $382K
META
Meta Platforms, Inc.

Communication Services
55
+ 1.29%
$695.21 - $791.73 $38.2K - $43.5K
4.33K $3.18M
PH
Parker Hannifin Corp

Industrials
1
+ 0.27%
$697.13 - $769.67 $697 - $770
370 $280K
MA
Mastercard Inc

Financial Services
10
+ 0.45%
$550.18 - $598.96 $5.5K - $5.99K
2.25K $1.28M
O
Realty Income Corp

Real Estate
62
+ 1.42%
$56.13 - $60.79 $3.48K - $3.77K
4.42K $268K
BA
Boeing CO

Industrials
47
+ 4.59%
$209.79 - $237.38 $9.86K - $11.2K
1.07K $230K
SCHW
Schwab Charles Corp

Financial Services
65
+ 2.83%
$91.03 - $98.69 $5.92K - $6.41K
2.36K $225K
AXP
American Express CO

Financial Services
3
+ 0.32%
$294.27 - $342.31 $883 - $1.03K
955 $317K
CB
Chubb LTD

Financial Services
64
+ 8.28%
$265.99 - $289.59 $17K - $18.5K
837 $236K
VZ
Verizon Communications Inc

Communication Services
159
+ 1.91%
$40.84 - $45.06 $6.49K - $7.16K
8.5K $373K
FISV
Fiserv Inc

Technology
97
+ 5.81%
N/A
1.77K $221K
SWX
Southwest Gas Holdings, Inc.

Utilities
8
+ 0.28%
$72.88 - $79.93 $583 - $639
2.89K $226K
SO
Southern CO

Utilities
36
+ 1.23%
$90.83 - $96.0 $3.27K - $3.46K
2.95K $279K
Activity Summary
Buys All Purchases 84 New Holdings 9 Increased Positions 75 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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