JP Wealth Management, Inc.
Q1 2025 13F Holdings
- Locationmt. pleasant, SC
- Num holdings
16
- Value ($000)
$124,100
- Date Filed04/18/2025
- Form type13F-HR
- CIK0001967622
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $28.25M | 23 % | 856,169 | ||
QQQM INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | $21.66M | 18 % | 112,194 | ||
STEW SRH TOTAL RETURN FUND INC | COM | 101507101 | $16.71M | 14 % | 968,445 | ||
QQEW FIRST TR NAS100 EQ WEIGHTED | SHS | 337344105 | $15.37M | 12 % | 127,134 | ||
TSI TCW STRATEGIC INCOME FD INC | COM | 872340104 | $14.79M | 12 % | 3,042,735 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $9.94M | 8 % | 21,203 | ||
IAU ISHARES GOLD TR | ISHARES NEW | 464285204 | $7.69M | 6 % | 130,376 | ||
DFAX DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $5.15M | 4 % | 196,380 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $1.95M | 2 % | 5,400 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $673.69K | 1 % | 3,900 |
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