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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 $136,171,899
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 25,226 $16,804,998 12.34%
2.
Nvidia Corp
 NVDA 67,645 $12,621,273 9.27%
3.
Invesco Qqq Tr
 20,813 $12,495,348 9.18%
4.
Invesco Exchange Traded Fd T - S&P500 EQL WGT
 56,658 $10,747,994 7.89%
5.
Spdr Dow Jones Ind Avg Etf Trust
 DIA 22,406 $10,390,706 7.63%
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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