JBR Co Financial Management Inc
Q3 2025 13F Holdings
- Locationardmore, OK
- Num holdings
116
- Value ($000)
$236,323
- Date Filed10/14/2025
- Form type13F-HR
- CIK0002017878
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
NVDA NVIDIA CORPORATION | COM | 67066G104 | $38.71M | 16 % | 207,464 | ||
KRE SPDR SERIES TRUST | BLOOMBERG 1-3 MO | 78468R663 | $18.83M | 8 % | 205,251 | ||
VANGUARD WORLD FD | INF TECH ETF | 92204A702 | $12.07M | 5 % | 16,170 | ||
KRE SPDR SERIES TRUST | PORTFOLIO S&P500 | 78464A854 | $10.27M | 4 % | 131,128 | ||
QQQM INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | $9.16M | 4 % | 37,070 | ||
AAPL APPLE INC | COM | 037833100 | $8.51M | 4 % | 33,404 | ||
UTG REAVES UTIL INCOME FD | COM SH BEN INT | 756158101 | $5.71M | 2 % | 144,214 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $5.51M | 2 % | 9,173 | ||
CHV CHEVRON CORP NEW | COM | 166764100 | $4.57M | 2 % | 29,427 | ||
COWZ PACER FDS TR | US CASH COWS 100 | 69374H881 | $4.17M | 2 % | 72,490 |
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