JP Wealth Management, Inc.
Q4 2024 13F Holdings
- Locationmt. pleasant, SC
- Num holdings
16
- Value ($000)
$136,195
- Date Filed01/24/2025
- 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 Q4 2024 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $29.02M | 21 % | 838,892 | ||
QQQM INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | $22.42M | 17 % | 106,544 | ||
QQEW FIRST TR NAS100 EQ WEIGHTED | SHS | 337344105 | $15.06M | 11 % | 120,542 | ||
STEW SRH TOTAL RETURN FUND INC | COM | 101507101 | $14.84M | 11 % | 926,405 | ||
TSI TCW STRATEGIC INCOME FD INC | COM | 872340104 | $13.64M | 10 % | 2,835,435 | ||
DFAW DIMENSIONAL ETF TRUST | WORLD EQUITY ETF | 25434V617 | $13.00M | 10 % | 208,177 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $10.96M | 8 % | 21,438 | ||
IAU ISHARES GOLD TR | ISHARES NEW | 464285204 | $6.68M | 5 % | 134,982 | ||
XRNPX COHEN & STEERS REIT & PFD & | COM | 19247X100 | $5.19M | 4 % | 248,458 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $2.17M | 2 % | 5,400 |
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