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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 $141,242,886
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 25,899 $17,661,037 12.5%
2.
Invesco Qqq Tr
 21,338 $13,108,225 9.28%
3.
Nvidia Corp
 NVDA 66,211 $12,348,295 8.74%
4.
Invesco Exchange Traded Fd T - S&P500 EQL WGT
 59,497 $11,397,283 8.07%
5.
Spdr Dow Jones Ind Avg Etf Trust
 DIA 23,381 $11,236,416 7.96%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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