Jacksonville Wealth Management, LLC
Q1 2025 13F Holdings
- Locationjacksonville, FL
- Num holdings
60
- Value ($000)
$101,625
- Date Filed04/16/2025
- Form type13F-HR
- CIK0002048486
- 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 |
|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $12.23M | 12 % | 21,871 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $8.48M | 8 % | 18,086 | ||
RSP INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $8.23M | 8 % | 47,495 | ||
DIA SPDR DOW JONES INDL AVERAGE | UT SER 1 | 78467X109 | $7.78M | 8 % | 18,521 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $7.61M | 8 % | 70,172 | ||
AAPL APPLE INC | COM | 037833100 | $4.07M | 4 % | 18,316 | ||
IWM ISHARES TR | RUSSELL 2000 ETF | 464287655 | $3.58M | 4 % | 17,925 | ||
SPDR SER TR | PORTFOLI S&P1500 | 78464A805 | $3.34M | 3 % | 49,098 | ||
SPMD SPDR SER TR | PORTFOLIO S&P400 | 78464A847 | $3.09M | 3 % | 60,398 | ||
DE DEERE & CO | COM | 244199105 | $2.81M | 3 % | 5,989 |
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