Jacksonville Wealth Management, LLC
Q4 2024 13F Holdings
- Locationjacksonville, FL
- Num holdings
59
- Value ($000)
$107,164
- Date Filed01/21/2025
- 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 Q4 2024 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $12.56M | 12 % | 21,425 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $9.82M | 9 % | 73,138 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $9.12M | 9 % | 17,838 | ||
RSP INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $8.09M | 8 % | 46,183 | ||
DIA SPDR DOW JONES INDL AVERAGE | UT SER 1 | 78467X109 | $7.70M | 7 % | 18,100 | ||
AAPL APPLE INC | COM | 037833100 | $4.59M | 4 % | 18,348 | ||
IWM ISHARES TR | RUSSELL 2000 ETF | 464287655 | $3.80M | 4 % | 17,218 | ||
SPDR SER TR | PORTFOLI S&P1500 | 78464A805 | $3.44M | 3 % | 48,204 | ||
SPMD SPDR SER TR | PORTFOLIO S&P400 | 78464A847 | $3.23M | 3 % | 59,009 | ||
AXON AXON ENTERPRISE INC | COM | 05464C101 | $2.90M | 3 % | 4,886 |
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