JBR Co Financial Management Inc
Q4 2024 13F Holdings
- Locationardmore, OK
- Num holdings
99
- Value ($000)
$164,035
- Date Filed02/03/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
NVDA NVIDIA CORPORATION | COM | 67066G104 | $26.67M | 16 % | 198,577 | ||
VANGUARD WORLD FD | INF TECH ETF | 92204A702 | $10.28M | 6 % | 16,531 | ||
AAPL APPLE INC | COM | 037833100 | $7.62M | 5 % | 30,440 | ||
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $6.09M | 4 % | 88,305 | ||
QQQM INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | $5.41M | 3 % | 25,721 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $4.51M | 3 % | 8,818 | ||
COWZ PACER FDS TR | US CASH COWS 100 | 69374H881 | $4.42M | 3 % | 78,243 | ||
CHV CHEVRON CORP NEW | COM | 166764100 | $4.35M | 3 % | 30,040 | ||
UTG REAVES UTIL INCOME FD | COM SH BEN INT | 756158101 | $3.90M | 2 % | 123,170 | ||
PDP INVESCO EXCHANGE TRADED FD T | DORSEY WRIGHT MO | 46137V837 | $3.51M | 2 % | 32,596 |
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