Fund HoldingsJBR Co Financial Management Inc

Total Portfolio Value
$238.86M
Total Bought
$53.99M
Total Sold
$55.43M
Net Transaction
-$1.44M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SPDR SERIES TRUST
ST STR BLO 1 ETF
0132,445+132,445012,1035.07%+12,103
SPDR SERIES TRUST
ST STR P500ETF
0135,446+135,446010,8664.55%+10,866
PROFESIONALLY MANAGED
AKRE FOCUS ETF
0108,793+108,79307,1272.98%+7,127
VANGUARD INSTL INDEX FD070,163+70,16305,2922.22%+5,292
SPDR SERIES TRUST
ST STR AGGRE ETF
0100,915+100,91502,5991.09%+2,599
SELECT SECTOR SPDR TR
ST STR ENERG ETF
055,770+55,77002,4931.04%+2,493
SELECT SECTOR SPDR TR
ST STR FINL ETF
037,229+37,22902,0390.85%+2,039
BLUEROCK PVT REAL ESTATE FD(BPRE)0135,086+135,08602,0260.85%+2,026
INVESCO EXCH TRADED FD TR4,62017,047+12,4275592,0340.85%+1,475
SELECT SECTOR SPDR TR
ST STR UTIL ETF
027,712+27,71201,1830.50%+1,183
WORLD GOLD TR(GLDM)011,190+11,19009550.40%+955
SPDR SERIES TRUST
ST STR R1K LOWV
04,389+4,38907710.32%+771
ALPHABET INC(GOOG)14,18812,826-1,3623,4554,0251.69%+569
CATERPILLAR INC(CAT)6,3396,252-873,0253,5821.50%+557
ORACLE CORP(ORCL)8803,855+2,9752477510.31%+504
SELECT SECTOR SPDR TR
ST STR CARE ETF
03,105+3,10504810.20%+481
ADVANCED MICRO DEVICES INC(AMD)8,6538,442-2111,4001,8080.76%+408
APPLE INC(AAPL)33,40432,655-7498,5068,8783.72%+372
INVESCO EXCH TRADED FD TR
NASDAQ 100 ETF
37,07037,642+5729,1619,5203.99%+360
FIDELITY COVINGTON TRUST16,04117,363+1,3223,5643,9011.63%+337
MICRON TECHNOLOGY INC(MU)01,165+1,16503330.14%+333
LUMENTUM HLDGS INC(LITE)0899+89903310.14%+331
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
31,80634,345+2,5393,0753,3771.41%+302
PROSHARES TR
NASDAQ 100 HIGH
06,675+6,67502970.12%+297
BLACKSTONE MTG TR INC(BXMT)13,20027,350+14,1502435230.22%+280
JOHNSON & JOHNSON(JNJ)01,072+1,07202220.09%+222
GOLDMAN SACHS GROUP INC(GS)0250+25002200.09%+220
ANNALY CAPITAL MANAGEMENT09,751+9,75102180.09%+218
VANECK ETF TRUST
RETAIL ETF
9,62610,523+8972,4152,6261.10%+210
ULTA BEAUTY INC(ULTA)0335+33502030.08%+203
MERCK & CO INC(MRK)01,925+1,92502030.08%+203
INTERNATIONAL BUSINESS(IBM)06,243+6,24301,8490.77%+1,849
VERTIV HOLDINGS CO(VRT)7,8257,817-81,1801,2660.53%+86
TESLA INC(TSLA)6,0156,129+1142,6752,7561.15%+81
AMAZON COM INC(AMZN)18,69418,089-6054,1054,1751.75%+71
AGNC INVT CORP(AGNC)15,25220,502+5,2501492200.09%+70
BROADCOM INC(AVGO)2,3642,438+747808440.35%+64
SPDR DOW JONES INDL AVERAGE(DIA)520589+692412830.12%+42
INVESCO EXCH TRADED FD TR12,80812,718-906807200.30%+40
EXXON MOBIL CORP6,4316,333-987257620.32%+37
FORD MTR CO(F)29,69229,69203553900.16%+34
SPDR S&P 500 ETF TR(SPY)822849+275485790.24%+31
RTX CORPORATION(RTX)1,8981,89803183480.15%+31
TAIWAN SEMICONDUCTOR MFG(TSM)1,9711,906-655505790.24%+29
PROSHARES TR
S&P 500 HIGH ETF
8,0008,520+5203613890.16%+28
WALMART INC(WMT)3,2223,22203323590.15%+27
ISHARES TR11,40711,182-2252,3872,4011.01%+14
VISA INC(V)1,4011,40104784910.21%+13
VANECK ETF TRUST
URANI NUCLE ETF
5,4946,095+6017457570.32%+12
VANGUARD SPECIALIZED FUNDS2,8672,86706196300.26%+11
ISHARES TR1,4741,490+163573670.15%+10
VANGUARD STAR FDS3,8903,89002862930.12%+8
INVESCO EXCHANGE TRADED FD
BUYBACK ACHIEV
4,1494,127-225505540.23%+5
PROSHARES TR
LARGE CAP CRE
2,8452,780-652182220.09%+4
ISHARES TR1,0371,034-34864890.20%+4
VANGUARD WORLD FD
INDUSTRIAL ETF
72572502152160.09%+2
VANGUARD WORLD FD
FINANCIALS ETF
4,9104,816-946446430.27%-1
VANGUARD INTL EQUITY INDEX04,473+4,47302400.10%+240
STARBUCKS CORP(SBUX)05,345+5,34504500.19%+450
FIRST TR EXCHANGE TRADED FD
NASDQ ARTFCIAL
4,5614,56102412370.10%-5
SEMPRA(SRE)4,0004,00003603530.15%-7
ISHARES TR
MSCI USA MMENTM
1,3751,37503533440.14%-8
SPDR GOLD TR(GLD)2,1221,879-2437547450.31%-10
BITWISE BITCOIN ETF TR(BITB)7,4119,432+2,0214614490.19%-13
PINNACLE WEST CAP CORP(PNW)2,5882,470-1182322190.09%-13
ENERGY TRANSFER L P(ET)20,39120,39103503360.14%-14
ABBOTT LABS2,1602,155-52892700.11%-19
ENBRIDGE INC(ENB)7,4787,47803773580.15%-20
ISHARES TR767692-752452240.09%-22
PACER FDS TR
TRENDP US LAR CP
12,49211,894-5986846610.28%-23
PROCTER AND GAMBLE CO(PG)2,6962,69604143860.16%-28
ALLIANCEBERNSTEIN HLDG L P(AB)17,25116,401-8506596310.26%-28
QUANTA SVCS INC604524-802502210.09%-29
DOLLAR GEN CORP NEW(DG)5,2373,846-1,3915415110.21%-31
ANTERO RESOURCES CORP(AR)06,735+6,73502320.10%+232
ABBVIE INC(ABBV)5,1685,054-1141,1971,1550.48%-42
SCHWAB STRATEGIC TR54,62952,081-2,5481,7431,6990.71%-44
FIRST TR EXCHANGE TRADED FD
ENERGY ALPHADX
20,48417,509-2,9753342880.12%-46
SCHWAB STRATEGIC TR23,69521,821-1,8747026560.27%-46
ISHARES TR12,40711,847-5601,8101,7550.73%-55
PACER FDS TR
TRENDPILOT 100
21,43120,422-1,0091,6621,6060.67%-55
INVESCO EXCHANGE TRADED FD
DORS WRI MOM ETF
29,22329,153-703,4503,3941.42%-56
PAYCHEX INC(PAYX)03,874+3,87404350.18%+435
PHILLIPS 66(PSX)8,2488,24801,1221,0640.45%-58
SENSEONICS HLDGS INC135,7560-135,756590-59
SCHWAB STRATEGIC TR033,185+33,18509100.38%+910
GUGGENHEIM TAXABLE MUNICP32,05729,052-3,0054994330.18%-66
ATMOS ENERGY CORP(ATO)4,7354,405-3308097380.31%-70
ONEOK INC NEW(OKE)023,012+23,01201,6910.71%+1,691
DUKE ENERGY CORP NEW(DUK)9,0368,911-1251,1181,0440.44%-74
EOG RES INC(EOG)06,038+6,03806340.27%+634
INVESCO QQQ TR9,1738,839-3345,5075,4302.27%-77
COSTCO WHSL CORP NEW(COST)01,399+1,39901,2060.51%+1,206
DOMINION ENERGY INC(D)7,1825,932-1,2504393480.15%-92
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
4,7883,802-9863642720.11%-92
ENTERPRISE PRODS PARTNERS L(EPD)35,44731,611-3,8361,1081,0130.42%-95
PALANTIR TECHNOLOGIES INC(PLTR)7,1616,787-3741,3061,2060.51%-100
EATON VANCE ENHANCED EQUITY(EOS)138,461136,906-1,5553,3133,2051.34%-108
NETFLIX INC(NFLX)04,075+4,07503820.16%+382
PACER FDS TR
US SM CAP CA ETF
39,60135,987-3,6141,7341,5970.67%-137
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