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Home > Institutional Investor > Jacksonville Wealth Management, Llc > Profile

Instuitional Investor - Jacksonville Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Jacksonville Wealth Management, Llc
Portfolio Value $107,163,883
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 21,425 $12,556,897 11.71%
2.
Nvidia Corp
 NVDA 73,138 $9,821,692 9.16%
3.
Invesco Qqq Tr
 17,838 $9,119,281 8.5%
4.
Invesco Exchange Traded Fd T - S&P500 EQL WGT
 46,183 $8,092,664 7.55%
5.
Spdr Dow Jones Ind Avg Etf Trust
 DIA 18,100 $7,701,810 7.18%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)