Jfg Wealth Management, LLC Reduced Holdings in Q2 2025

Jfg Wealth Management, LLC

  • $478 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-223K
- 40.75%
$12.21 - $13.9 $2.72M - $3.1M
324K $4.23M
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
-44K
- 75.56%
$40.79 - $50.93 $1.79M - $2.24M
14.2K $724K
AAPL
Apple Inc.

Technology
-8.16K
- 54.25%
$172.42 - $223.89 $1.41M - $1.83M
6.89K $1.41M
EWX
Spdr S&P Emerging Markets Smal

ETFs
-15.4K
- 41.62%
$49.89 - $62.13 $768K - $957K
21.6K $1.34M
AMZN
Amazon Com Inc

Consumer Cyclical
-3.72K
- 49.96%
$167.32 - $223.3 $622K - $830K
3.72K $817K
TSLA
Tesla, Inc.

Consumer Cyclical
-2.65K
- 59.12%
$221.86 - $362.89 $587K - $960K
1.83K $581K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-10K
- 19.41%
$43.63 - $45.4 $437K - $455K
41.6K $1.86M
GOOGL
Alphabet Inc.

Communication Services
-2.96K
- 60.18%
$144.7 - $178.6 $429K - $529K
1.96K $345K
OKE
Oneok Inc

Energy
-3.45K
- 50.0%
$78.71 - $100.37 $271K - $346K
3.45K $281K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-1.89K
- 20.57%
$272.36 - $339.57 $514K - $641K
7.29K $2.48M
SCHO
Schwab Short Term Us Treasury

ETFs
-6.13K
- 7.9%
$24.19 - $24.45 $148K - $150K
71.4K $1.74M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-7K
- 14.75%
$24.38 - $30.18 $171K - $211K
40.5K $1.22M
BNDX
Vanguard Total International B

ETFs
-2.16K
- 7.25%
$48.77 - $49.55 $105K - $107K
27.7K $1.37M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-1.84K
- 5.39%
$18.94 - $21.67 $34.9K - $39.9K
32.3K $684K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-673
- 7.64%
$47.02 - $47.83 $31.6K - $32.2K
8.14K $389K
VGSH
Vanguard

ETFs
-179
- 4.53%
$58.32 - $58.95 $10.4K - $10.6K
3.78K $221K
VTV
Vanguard Value ETF

ETFs
-130
- 3.74%
$153.67 - $176.74 $20K - $23K
3.35K $591K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-5
- 0.1%
$51.16 - $62.02 $256 - $310
4.93K $305K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1
- 0.12%
$456.74 - $568.03 $457 - $568
854 $485K
IEFA
Ishares Tr

ETFs
-5
- 0.05%
$67.83 - $84.09 $339 - $420
9.31K $777K
IVW
Ishares S&P 500 Growth ETF

ETFs
-2
- 0.04%
$82.96 - $110.1 $166 - $220
4.52K $497K
VUG
Vanguard Growth ETF

ETFs
-1
- 0.07%
$329.49 - $438.4 $329 - $438
1.44K $631K
IVV
Ishares Core S&P 500 ETF

ETFs
-1
- 0.03%
$498.8 - $620.9 $499 - $621
3.08K $1.91M
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
-2.47K
- 5.68%
$50.48 - $64.85 $124K - $160K
40.9K $2.66M
NVDA
Nvidia Corp

Technology
-4.65K
- 9.64%
$94.31 - $157.99 $439K - $735K
43.6K $6.89M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-19.9K
- 4.81%
$32.41 - $42.59 $644K - $847K
393K $16.7M
Activity Summary
Buys All Purchases 16 New Holdings 2 Increased Positions 14 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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