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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 $124,393,637
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 23,549 $14,549,443 11.7%
2.
Nvidia Corp
 NVDA 71,197 $11,248,455 9.04%
3.
Invesco Qqq Tr
 19,670 $10,850,506 8.72%
4.
Invesco Exchange Traded Fd T - S&P500 EQL WGT
 53,004 $9,632,894 7.74%
5.
Spdr Dow Jones Ind Avg Etf Trust
 DIA 20,758 $9,146,831 7.35%
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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