Jacksonville Wealth Management, LLC

Q2 2025 13F Holdings

  • Location
    jacksonville, FL
  • Num holdings

    65

  • Value ($000)

    $124,394

  • Date Filed
    08/08/2025
  • Form type
    13F-HR
  • CIK
    0002048486
  • 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
SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
$14.55M
12 %

23,549

NVDA
NVDA

NVIDIA CORPORATION

COM
$11.25M
9 %

71,197

NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
$10.85M
9 %

19,670

RSP
RSP

INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT
$9.63M
8 %

53,004

DIA
DIA

SPDR DOW JONES INDL AVERAGE

UT SER 1
$9.15M
7 %

20,758

IWM
IWM

ISHARES TR

RUSSELL 2000 ETF
$4.20M
3 %

19,457

AXON
AXON

AXON ENTERPRISE INC

COM
$3.91M
3 %

4,717

AAPL
AAPL

APPLE INC

COM
$3.75M
3 %

18,265

SPMD
SPMD

SPDR SERIES TRUST

PORTFOLIO S&P400
$3.60M
3 %

66,192

DE
DE

DEERE & CO

COM
$3.07M
3 %

6,039

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