Jp Wealth Management, Inc. Portfolio Holdings by Sector
Jp Wealth Management, Inc.
- $124 Billion
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
DFAC QQQM QQEW QQQ IAU IWF VTV VTEB 13 stocks |
$87.5 Million
73.52% of portfolio
|
6
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
STEW TSI 2 stocks |
$31.5 Million
26.48% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|