Fund HoldingsJBR Co Financial Management Inc

Total Portfolio Value
$142.38M
Total Bought
$18.81M
Total Sold
$2.92M
Net Transaction
+$15.90M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
NVIDIA CORPORATION(NVDA)19,063194,354+175,29117,22524,01016.86%+6,786
SPDR SER TR
ST STR P500ETF
36,76662,959+26,1932,2624,0292.83%+1,767
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
17,92424,331+6,4073,2754,7963.37%+1,521
APPLE INC(AAPL)30,55930,55905,2406,4364.52%+1,196
VANGUARD WORLD FD
INF TECH ETF
16,13316,183+508,4599,3316.55%+872
INVESCO EXCHANGE TRADED FD T
S&P MDCP QUALITY
06,861+6,86106660.47%+666
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
06,026+6,02606190.43%+619
SELECT SECTOR SPDR TR
ST STR UTIL ETF
8,45616,751+8,2955551,1410.80%+586
FRANKLIN TEMPLETON ETF TR
FRANKLIN INDIA
9,30019,839+10,5393437910.56%+448
OGE ENERGY CORP(OGE)63,42573,020+9,5952,1752,6071.83%+431
SPDR SER TR
ST LON TREAS ETF
28,26141,825+13,5647901,1380.80%+349
ALPHABET INC(GOOG)5,2406,040+8007981,1080.78%+310
SELECT SECTOR SPDR TR
ST STR ENERG ETF
26,32730,578+4,2512,4862,7871.96%+302
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
02,552+2,55202910.20%+291
REAVES UTIL INCOME FD(UTG)113,329121,826+8,4973,0553,3282.34%+273
PIMCO ETF TR
25YR+ ZERO U S
03,441+3,44102580.18%+258
VERTIV HOLDINGS CO(VRT)02,897+2,89702510.18%+251
FIRST TR EXCHANGE-TRADED FD
RBA INDL ETF
03,500+3,50002390.17%+239
FIDELITY COVINGTON TRUST3,8554,823+9686018270.58%+226
SUPER MICRO COMPUTER INC(SMCI)0261+26102140.15%+214
TRANE TECHNOLOGIES PLC(TT)0650+65002140.15%+214
INVESCO QQQ TR9,0948,871-2234,0384,2502.99%+212
RTX CORPORATION(RTX)02,023+2,02302030.14%+203
EATON VANCE ENHANCED EQUITY(EOS)113,567114,203+6362,2912,4871.75%+197
PACER FDS TR
AMERICAN ENERGY
88,44989,869+1,4202,8052,9812.09%+176
COSTCO WHSL CORP NEW(COST)1,4151,419+41,0371,2060.85%+169
AMAZON COM INC(AMZN)10,45610,546+901,8862,0381.43%+152
BLACKROCK TCP CAPITAL CORP012,027+12,02701300.09%+130
MICROSOFT CORP(MSFT)2,8983,018+1201,2191,3490.95%+130
TESLA INC(TSLA)5,7055,70501,0031,1290.79%+126
META PLATFORMS INC(META)3,7343,799+651,8131,9161.35%+102
INVESCO EXCHANGE TRADED FD T
BUYBACK ACHIEV
4,4275,570+1,1434795790.41%+100
PACER FDS TR
US SM CAP CA ETF
28,47334,315+5,8421,4001,4951.05%+95
SCHWAB STRATEGIC TR12,32312,243-801,1431,2350.87%+92
PACER FDS TR
US CASH COWS 100
68,36274,387+6,0253,9734,0532.85%+81
BROADCOM INC(AVGO)171190+192273050.21%+78
SPDR SER TR
ST STR AGGRE ETF
14,50317,594+3,0913674410.31%+75
ISHARES TR
MSCI USA MMENTM
1,1581,456+2982172840.20%+67
PACER FDS TR
US LRG CP CASH
12,10213,978+1,8763153800.27%+65
PACER FDS TR
TRENDPILOT 100
27,28026,876-4041,8741,9371.36%+64
VANECK ETF TRUST
RETAIL ETF
3,1323,496+3646617190.51%+58
SPDR S&P 500 ETF TR(SPY)887955+684645200.37%+56
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
5,6236,590+9673173720.26%+55
SELECT SECTOR SPDR TR
ST STR CARE ETF
4,9715,333+3627347770.55%+43
DUKE ENERGY CORP NEW(DUK)10,20410,20409871,0230.72%+36
SSGA ACTIVE TR
ST STR TOTAL ETF
6,7187,500+7823163510.25%+36
WALMART INC(WMT)4,4224,42202662990.21%+33
SELECT SECTOR SPDR TR
ST STR FINL ETF
25,36526,787+1,4221,0681,1010.77%+33
ISHARES TR1,0471,04703533820.27%+29
NETFLIX INC(NFLX)41841802542820.20%+28
VISA INC(V)1,5831,763+1804424630.33%+21
EXXON MOBIL CORP14,55814,873+3151,6921,7121.20%+20
SEMPRA(SRE)4,0004,00002873040.21%+17
SPDR GOLD TR(GLD)1,7051,70503513670.26%+16
VANGUARD INTL EQUITY INDEX F6,3176,31702642760.19%+13
VANGUARD INDEX FDS42342302032120.15%+8
PROCTER AND GAMBLE CO(PG)2,6962,69604374450.31%+7
PACER FDS TR
TRENDP US LAR CP
18,57117,938-6338868930.63%+6
PINNACLE WEST CAP CORP(PNW)3,5253,52502632690.19%+6
PROSHARES TR
LARGE CAP CRE
4,4004,40002672730.19%+6
DIAMONDBACK ENERGY INC(FANG)2,0352,03504034070.29%+4
INVESCO EXCH TRADED FD TR II16,15716,082-757507510.53%+1
ARES CAPITAL CORP(ARCC)32,54732,54706786780.48%+1
VANGUARD STAR FDS3,9403,94002382380.17%0
VANGUARD SPECIALIZED FUNDS3,0383,03805555550.39%-0
DOMINION ENERGY INC(D)7,6167,61603753730.26%-1
BANCFIRST CORP(BANF)9,4289,42808308270.58%-3
CONSOLIDATED EDISON INC(ED)2,3852,38502172130.15%-3
ATMOS ENERGY CORP(ATO)5,0385,03805995880.41%-11
LYONDELLBASELL INDUSTRIES N
SHS - A -
2,2492,24902302150.15%-15
MERCK & CO INC(MRK)1,9251,92502542380.17%-16
PACER FDS TR
INDUSTRIAL RELET
9,1809,18003653470.24%-18
PAYCHEX INC(PAYX)4,1994,19905164980.35%-18
EOG RES INC(EOG)7,4807,455-259569380.66%-18
ANTERO RESOURCES CORP(AR)12,82310,820-2,0033723530.25%-19
COTERRA ENERGY INC8,1237,736-3872262060.14%-20
CONOCOPHILLIPS(COP)1,8691,86902382140.15%-24
ABBOTT LABS2,5002,50002842600.18%-24
HOME DEPOT INC(HD)63563502432190.15%-25
VANGUARD WORLD FD
FINANCIALS ETF
5,8455,735-1105985730.40%-26
PACER FDS TR
DATA AND INFRAST
8,4587,797-6612422130.15%-29
FORD MTR CO DEL(F)39,88139,88105305000.35%-30
SCHWAB STRATEGIC TR8,7758,750-257156810.48%-34
FIRST TR EXCHANGE TRADED FD
ENERGY ALPHADX
31,46430,404-1,0605895530.39%-36
ONEOK INC NEW(OKE)33,22832,143-1,0852,6642,6211.84%-43
SALESFORCE INC(CRM)1,2371,252+153733220.23%-51
CHEVRON CORP NEW(CVX)30,06629,921-1454,7434,6803.29%-62
INVESCO EXCH TRADED FD TR II
S&P SM EN ET NEW
11,13310,615-5186215580.39%-63
GUGGENHEIM TAXABLE MUNICP BO39,12035,517-3,6036365650.40%-71
REALTY INCOME CORP(O)12,06110,953-1,1086535790.41%-74
ABBVIE INC(ABBV)6,5736,438-1351,1971,1040.78%-93
FIRST TR EXCHANGE-TRADED FD20,59717,692-2,9055654650.33%-100
ISHARES TR12,76212,588-1741,6041,5041.06%-101
ADVANCED MICRO DEVICES INC(AMD)6,1116,11101,1039910.70%-112
INTERNATIONAL BUSINESS MACHS(IBM)6,4046,40401,2231,1080.78%-115
STARBUCKS CORP(SBUX)6,5135,993-5205954670.33%-129
BLACKSTONE INC(BX)18,17118,17102,3872,2501.58%-138
INVESCO EXCHANGE TRADED FD T
DORS WRI MOM ETF
34,35933,272-1,0873,3943,2562.29%-138
ISHARES TR13,90912,727-1,1821,8351,6811.18%-154
DEVON ENERGY CORP NEW(DVN)4,0030-4,0032010-201
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