Jp Wealth Management, Inc. Portfolio Holdings by Sector
Jp Wealth Management, Inc.
- $136 Billion
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
DFAC QQQM QQEW QQQ IAU IWF IWD VTV 12 stocks |
$89.5 Million
72.67% of portfolio
|
12
|
- |
12
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
STEW TSI RNP 3 stocks |
$33.7 Million
27.33% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|