Jmg Financial Group, Ltd. Portfolio Holdings
Jmg Financial Group, Ltd.
- $3.16 Billion
- Q2 2025
Jmg Financial Group, Ltd. has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $3.16 Billion distributed in 124 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $772M, Vanguard Mid Cap ETF with a value of $371M, Vanguard Ftse Developed Market with a value of $358M, Schwab Strategic Tr Us Large C with a value of $222M, and Spdr S&P 500 ETF Trust with a value of $165M.
Examining the 13F form we can see an increase of $325M in the current position value, from $2.84B to 3.16B.
Below you can find more details about Jmg Financial Group, Ltd. portfolio as well as his latest detailed transactions.
Portfolio value
$3.16 Billion
ETFs: $3.15 Billion
Technology: $4.58 Million
Financial Services: $3.02 Million
Communication Services: $2.54 Million
Industrials: $988,000
Consumer Cyclical: $780,000
Consumer Defensive: $525,000
Energy: $446,000
Other: $642,000
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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