Jacobsen Capital Management Incresed Positions in Q1 2025

Jacobsen Capital Management

  • $230 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
1.33K
+ 0.73%
$167.73 - $179.21 $222K - $237K
183K $31.5M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
6.21K
+ 11.3%
$73.78 - $76.59 $458K - $475K
61.1K $4.68M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
144
+ 4.9%
$442.66 - $534.52 $63.7K - $77K
3.08K $1.64M
V
Visa Inc.

Financial Services
148
+ 3.06%
$306.92 - $362.71 $45.4K - $53.7K
4.98K $1.75M
NEM
Newmont Corp

Basic Materials
736
+ 6.34%
$37.79 - $48.39 $27.8K - $35.6K
12.4K $596K
KO
Coca Cola CO

Consumer Defensive
1.11K
+ 18.27%
$60.81 - $72.32 $67.5K - $80.3K
7.18K $514K
LLY
Eli Lilly & CO

Healthcare
65
+ 5.06%
$725.72 - $929.72 $47.2K - $60.4K
1.35K $1.11M
ABBV
Abb Vie Inc.

Healthcare
51
+ 1.57%
$169.2 - $216.66 $8.63K - $11K
3.31K $692K
PM
Philip Morris International Inc.

Consumer Defensive
161
+ 7.47%
$117.15 - $158.79 $18.9K - $25.6K
2.32K $367K
JNJ
Johnson & Johnson

Healthcare
272
+ 9.39%
$142.06 - $167.7 $38.6K - $45.6K
3.17K $525K
CVX
Chevron Corp

Energy
293
+ 18.45%
$146.71 - $167.97 $43K - $49.2K
1.88K $314K
T
At&T Inc.

Communication Services
223
+ 1.57%
$21.56 - $28.28 $4.81K - $6.31K
14.4K $407K
ABT
Abbott Laboratories

Healthcare
187
+ 6.49%
$111.1 - $140.22 $20.8K - $26.2K
3.07K $407K
IBM
International Business Machines Corp

Technology
174
+ 12.94%
$217.4 - $264.74 $37.8K - $46.1K
1.52K $377K
GE
General Electric CO

Industrials
66
+ 3.39%
$168.59 - $212.13 $11.1K - $14K
2.01K $402K
COST
Costco Wholesale Corp

Consumer Defensive
54
+ 8.01%
$890.62 - $1076.86 $48.1K - $58.2K
728 $688K
MA
Mastercard Inc

Financial Services
45
+ 2.28%
$504.67 - $576.31 $22.7K - $25.9K
2.02K $1.11M
JPM
Jpmorgan Chase & CO

Financial Services
164
+ 3.43%
$225.19 - $279.95 $36.9K - $45.9K
4.95K $1.21M
META
Meta Platforms, Inc.

Communication Services
198
+ 5.51%
$576.36 - $736.67 $114K - $146K
3.79K $2.18M
RTX
Raytheon Technologies Corp

Industrials
57
+ 1.64%
$114.1 - $135.66 $6.5K - $7.73K
3.54K $468K
CSCO
Cisco Systems, Inc.

Technology
774
+ 14.26%
$58.74 - $64.87 $45.5K - $50.2K
6.2K $382K
AMGN
Amgen Inc

Healthcare
58
+ 7.3%
$258.59 - $327.36 $15K - $19K
852 $265K
PGR
Progressive Corp

Financial Services
61
+ 7.0%
$235.61 - $291.22 $14.4K - $17.8K
933 $264K
MCD
Mcdonalds Corp

Consumer Cyclical
107
+ 11.02%
$279.74 - $321.29 $29.9K - $34.4K
1.08K $336K
VB
Vanguard Small Cap ETF

ETFs
1.62K
+ 9.74%
$217.89 - $252.64 $354K - $410K
18.3K $4.06M
VZ
Verizon Communications Inc

Communication Services
185
+ 2.51%
$37.81 - $46.49 $6.99K - $8.6K
7.55K $342K
NFLX
Netflix Inc

Communication Services
15
+ 2.23%
$828.4 - $1058.6 $12.4K - $15.9K
687 $640K
BSX
Boston Scientific Corp

Healthcare
56
+ 1.99%
$89.38 - $106.18 $5.01K - $5.95K
2.88K $290K
TXN
Texas Instruments Inc

Technology
179
+ 13.87%
N/A
1.47K $286K
WMB
Williams Companies, Inc.

Energy
16
+ 0.27%
$54.02 - $61.09 $864 - $977
5.88K $351K
O
Realty Income Corp

Real Estate
270
+ 6.66%
$51.67 - $58.49 $14K - $15.8K
4.32K $250K
SPGI
S&P Global Inc.

Financial Services
19
+ 1.17%
$478.26 - $543.77 $9.09K - $10.3K
1.64K $834K
PG
Procter & Gamble CO

Consumer Defensive
72
+ 1.56%
$158.56 - $176.26 $11.4K - $12.7K
4.7K $800K
SO
Southern CO

Utilities
11
+ 0.45%
$80.96 - $92.96 $891 - $1.02K
2.47K $226K
PFE
Pfizer Inc

Healthcare
1.03K
+ 11.9%
$25.01 - $27.13 $25.8K - $28K
9.72K $246K
WFC
Wells Fargo & Company

Financial Services
84
+ 1.55%
$66.78 - $81.42 $5.61K - $6.84K
5.5K $395K
QCOM
Qualcomm Inc

Technology
99
+ 5.25%
$151.94 - $175.86 $15K - $17.4K
1.98K $304K
UNP
Union Pacific Corp

Industrials
20
+ 1.63%
$225.21 - $254.42 $4.5K - $5.09K
1.24K $293K
ADP
Automatic Data Processing Inc

Industrials
7
+ 0.81%
$286.85 - $318.64 $2.01K - $2.23K
874 $267K
INTU
Intuit Inc

Technology
35
+ 6.8%
$555.63 - $630.23 $19.4K - $22.1K
550 $337K
TJX
Tjx Companies Inc

Consumer Cyclical
48
+ 1.21%
$112.81 - $126.16 $5.41K - $6.06K
4K $487K
FISV
Fiserv Inc

Technology
45
+ 2.73%
N/A
1.69K $212K
Linde PLC
22
+ 2.86%
N/A
791 $0
BAC
Bank Of America Corp

Financial Services
373
+ 4.13%
$39.61 - $47.74 $14.8K - $17.8K
9.4K $392K
MS
Morgan Stanley

Financial Services
90
+ 4.24%
$111.68 - $141.08 $10.1K - $12.7K
2.21K $258K
PANW
Palo Alto Networks Inc

Technology
29
+ 2.21%
$167.82 - $208.28 $4.87K - $6.04K
1.34K $228K
HON
Honeywell International Inc

Industrials
20
+ 1.98%
$202.75 - $226.52 $4.06K - $4.53K
1.03K $218K
LOW
Lowes Companies Inc

Consumer Cyclical
9
+ 0.98%
$222.66 - $268.42 $2K - $2.42K
926 $215K
ISRG
Intuitive Surgical Inc

Healthcare
5
+ 0.87%
$476.63 - $610.45 $2.38K - $3.05K
578 $286K
Activity Summary
Buys All Purchases 78 New Holdings 9 Increased Positions 69 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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