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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 $176,793,357
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 30,225 $22,571,045 12.77%
2.
Invesco Qqq Tr
 23,936 $17,626,308 9.97%
3.
Invesco Exchange Traded Fd T - S&P500 EQL WGT
 72,250 $15,372,616 8.7%
4.
Spdr Dow Jones Ind Avg Etf Trust
 DIA 27,441 $14,334,834 8.11%
5.
Nvidia Corp
 NVDA 61,785 $12,362,455 6.99%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.