JBR Co Financial Management Inc

Q2 2025 13F Holdings

  • Location
    ardmore, OK
  • Num holdings

    114

  • Value ($000)

    $202,555

  • Date Filed
    08/13/2025
  • 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 Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
NVDA
NVDA

NVIDIA CORPORATION

COM
$32.69M
16 %

206,899

KRE
KRE

SPDR SERIES TRUST

BLOOMBERG 1-3 MO
$14.79M
7 %

161,188

---

VANGUARD WORLD FD

INF TECH ETF
$10.53M
5 %

15,875

KRE
KRE

SPDR SERIES TRUST

PORTFOLIO S&P500
$8.11M
4 %

111,605

QQQM
QQQM

INVESCO EXCH TRADED FD TR II

NASDAQ 100 ETF
$7.31M
4 %

32,176

AAPL
AAPL

APPLE INC

COM
$6.89M
3 %

33,589

NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
$5.05M
3 %

9,161

UTG
UTG

REAVES UTIL INCOME FD

COM SH BEN INT
$4.77M
2 %

131,812

CHV
CHV

CHEVRON CORP NEW

COM
$4.41M
2 %

30,774

COWZ
COWZ

PACER FDS TR

US CASH COWS 100
$4.09M
2 %

74,167

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