Fund Holdings — JBR Co Financial Management Inc

Total Portfolio Value
$236.32M
Total Bought
$32.56M
Total Sold
$7.02M
Net Transaction
+$25.55M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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NVIDIA CORPORATION(NVDA)206,899207,464+56532,68838,70916.38%+6,021
SPDR SERIES TRUST
ST STR BLO 1 ETF
161,188205,251+44,06314,78618,8327.97%+4,046
SPDR SERIES TRUST
ST STR P500ETF
111,605131,128+19,5238,11310,2734.35%+2,160
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
32,17637,070+4,8947,3079,1613.88%+1,854
APPLE INC(AAPL)33,58933,404-1856,8918,5063.60%+1,614
VANGUARD WORLD FD
INF TECH ETF
15,87516,170+29510,53012,0735.11%+1,543
ALPHABET INC(GOOG)13,34014,188+8482,3663,4551.46%+1,089
REAVES UTIL INCOME FD(UTG)131,812144,214+12,4024,7695,7142.42%+945
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
26,65231,806+5,1542,1693,0751.30%+906
ENTERPRISE PRODS PARTNERS L(EPD)8,03735,447+27,4102491,1080.47%+859
INVESCO EXCHANGE TRADED FD T
S&P SMLCP MOMENT
30,05339,312+9,2592,0442,8921.22%+848
FIDELITY COVINGTON TRUST13,82516,041+2,2162,7273,5641.51%+837
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
10,39715,904+5,5071,3372,1510.91%+813
TESLA INC(TSLA)6,2286,015-2131,9782,6751.13%+697
AMAZON COM INC(AMZN)15,58518,694+3,1093,4194,1051.74%+685
PALANTIR TECHNOLOGIES INC(PLTR)4,7567,161+2,4056481,3060.55%+658
SPDR SERIES TRUST
ST STR AGGRE ETF
59,32881,579+22,2511,5192,1090.89%+590
PACER FDS TR
US LRG CP CASH
59,93873,881+13,9432,1042,6821.13%+577
VERIZON COMMUNICATIONS INC(VZ)23,44835,823+12,3751,0151,5740.67%+560
REALTY INCOME CORP(O)33,74540,785+7,0401,9442,4791.05%+535
CATERPILLAR INC(CAT)6,4976,339-1582,5223,0251.28%+502
VANECK ETF TRUST
RETAIL ETF
8,1419,626+1,4851,9432,4151.02%+472
INVESCO QQQ TR9,1619,173+125,0545,5072.33%+454
BLACKSTONE INC(BX)17,71618,108+3922,6503,0941.31%+444
VANECK ETF TRUST
URANI NUCLE ETF
2,8775,494+2,6173207450.32%+425
SPDR SERIES TRUST
ST STR R1K LOWV
2,5314,663+2,1324428310.35%+389
SCHWAB STRATEGIC TR48,31054,629+6,3191,4111,7430.74%+332
ARK ETF TR
INNOVATION ETF
03,238+3,23802790.12%+279
ORACLE CORP(ORCL)0880+88002470.10%+247
ISHARES TR0767+76702450.10%+245
BLACKSTONE MTG TR INC(BXMT)013,200+13,20002430.10%+243
FIRST TR EXCHANGE TRADED FD
NASDQ ARTFCIAL
04,561+4,56102410.10%+241
SPDR DOW JONES INDL AVERAGE(DIA)0520+52002410.10%+241
ABBVIE INC(ABBV)5,1715,168-39601,1970.51%+237
ISHARES TR11,40711,40702,1522,3871.01%+235
SPDR GOLD TR(GLD)1,7492,122+3735337540.32%+221
INVESCO EXCH TRADED FD TR II3,0594,620+1,5613445590.24%+215
APPLOVIN CORP(APP)0285+28502050.09%+205
CUMMINS INC(CMI)0478+47802020.09%+202
TAIWAN SEMICONDUCTOR MFG LTD(TSM)1,5471,971+4243505500.23%+200
INVESCO EXCHANGE TRADED FD T
DORS WRI MOM ETF
30,01229,223-7893,2593,4501.46%+191
ADVANCED MICRO DEVICES INC(AMD)8,5508,653+1031,2131,4000.59%+187
VERTIV HOLDINGS CO(VRT)7,7607,825+659961,1800.50%+184
CHEVRON CORP NEW(CVX)30,77429,427-1,3474,4074,5701.93%+163
BROADCOM INC(AVGO)2,2792,364+856287800.33%+152
OGE ENERGY CORP(OGE)68,94669,275+3293,0603,2051.36%+146
PHILLIPS 66(PSX)8,2238,248+259811,1220.47%+141
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
2,9944,788+1,7942263640.15%+138
SELECT SECTOR SPDR TR
ST STR FINL ETF
34,25835,771+1,5131,7941,9270.82%+133
PACER FDS TR
US SM CAP CA ETF
40,30939,601-7081,6051,7340.73%+129
PACER FDS TR
TRENDPILOT 100
21,57121,431-1401,5401,6620.70%+122
SELECT SECTOR SPDR TR
ST STR ENERG ETF
30,30130,007-2942,5702,6811.13%+111
ALLIANCEBERNSTEIN HLDG L P(AB)13,60517,251+3,6465556590.28%+104
ISHARES TR1,2391,474+2352673570.15%+89
META PLATFORMS INC(META)4,0334,170+1372,9773,0621.30%+86
PACER FDS TR
US CASH COWS 100
74,16772,490-1,6774,0874,1661.76%+79
MICROSOFT CORP(MSFT)3,8293,826-31,9051,9820.84%+77
BITWISE BITCOIN ETF TR(BITB)6,7297,411+6823944610.20%+67
PACER FDS TR
GLOBL CASH ETF
33,49333,783+2901,2721,3380.57%+67
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
6,2816,147-1348909560.40%+66
SEMPRA(SRE)4,0004,00003033600.15%+57
DUKE ENERGY CORP NEW(DUK)9,0629,036-261,0691,1180.47%+49
INVESCO EXCHANGE TRADED FD T
S&P MDCP QUALITY
6,5426,561+196436890.29%+46
ISHARES TR1,0371,03704404860.21%+45
HOME DEPOT INC(HD)635685+502332770.12%+45
RTX CORPORATION(RTX)1,8961,898+22773180.13%+41
SPDR S&P 500 ETF TR(SPY)82282205085480.23%+40
ENBRIDGE INC(ENB)7,4787,47803393770.16%+38
PACER FDS TR
TRENDP US LAR CP
12,81512,492-3236506840.29%+34
FORD MTR CO(F)29,69129,692+13223550.15%+33
ATMOS ENERGY CORP(ATO)5,0384,735-3037768090.34%+32
BANCFIRST CORP(BANF)10,07310,07301,2451,2740.54%+29
DOMINION ENERGY INC(D)7,3327,182-1504144390.19%+25
ISHARES TR
MSCI USA MMENTM
1,3751,37503303530.15%+22
QUANTA SVCS INC60460402282500.11%+22
PROSHARES TR
S&P 500 HIGH ETF
8,0008,00003393610.15%+21
PROSHARES TR
LARGE CAP CRE
2,8452,84502002180.09%+17
WALMART INC(WMT)3,2223,22203153320.14%+17
VANGUARD STAR FDS3,8903,89002692860.12%+17
DOLLAR GEN CORP NEW(DG)4,5925,237+6455255410.23%+16
VANGUARD WORLD FD
FINANCIALS ETF
4,9404,910-306296440.27%+16
EXXON MOBIL CORP6,6186,431-1877137250.31%+12
AGNC INVT CORP(AGNC)15,25215,25201401490.06%+9
EATON VANCE ENHANCED EQUITY(EOS)136,543138,461+1,9183,3063,3131.40%+8
VANGUARD WORLD FD
INDUSTRIAL ETF
743725-182082150.09%+7
INVESCO EXCH TRADED FD TR II14,62312,808-1,8156766800.29%+4
SIMPLIFY EXCHANGE TRADED FUN
TREASURY OPT INC
14,60014,60003453480.15%+3
GUGGENHEIM TAXABLE MUNICP BO(GBAB)33,14732,057-1,0904994990.21%+1
INVESCO EXCHANGE TRADED FD T
BUYBACK ACHIEV
4,4634,149-3145525500.23%-2
VANGUARD SPECIALIZED FUNDS3,0382,867-1716226190.26%-3
FIRST TR EXCHANGE TRADED FD
ENERGY ALPHADX
22,23520,484-1,7513383340.14%-4
ABBOTT LABS2,1602,16002942890.12%-4
SCHWAB STRATEGIC TR25,20023,695-1,5057077020.30%-5
PACER FDS TR
AMERICAN ENERGY
82,49784,167+1,6703,3593,3541.42%-5
PINNACLE WEST CAP CORP(PNW)2,6502,588-622372320.10%-5
SENSEONICS HLDGS INC(SENS)135,756135,756065590.03%-6
ISHARES TR12,77712,407-3701,8181,8100.77%-8
PROCTER AND GAMBLE CO(PG)2,6962,69604304140.18%-15
VISA INC(V)1,4011,40104974780.20%-19
ENERGY TRANSFER L P(ET)20,39120,39103703500.15%-20
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