JBR Co Financial Management Inc

Q1 2025 13F Holdings

  • Location
    ardmore, OK
  • Num holdings

    114

  • Value ($000)

    $170,922

  • Date Filed
    04/21/2025
  • Form type
    13F-HR
  • CIK
    0002017878
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
NVDA
NVDA

NVIDIA CORPORATION

COM
$21.72M
13 %

200,385

---

VANGUARD WORLD FD

INF TECH ETF
$9.19M
5 %

16,936

KRE
KRE

SPDR SER TR

BLOOMBERG 1-3 MO
$7.09M
4 %

77,339

AAPL
AAPL

APPLE INC

COM
$6.92M
4 %

31,150

KRE
KRE

SPDR SER TR

PORTFOLIO S&P500
$6.78M
4 %

103,146

QQQM
QQQM

INVESCO EXCH TRADED FD TR II

NASDAQ 100 ETF
$5.79M
3 %

29,975

CHV
CHV

CHEVRON CORP NEW

COM
$5.13M
3 %

30,665

UTG
UTG

REAVES UTIL INCOME FD

COM SH BEN INT
$4.43M
3 %

136,114

NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
$4.29M
3 %

9,159

COWZ
COWZ

PACER FDS TR

US CASH COWS 100
$4.08M
2 %

74,586

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