Jbr CO Financial Management Inc Portfolio Holdings

Jbr CO Financial Management Inc

  • $164 Billion
  • Q4 2024

Jbr CO Financial Management Inc has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $164 Billion distributed in 99 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $26.7B, Vanguard Information Technolog with a value of $10.3B, Apple Inc. with a value of $7.62B, Spdr Portfolio S&P 500 ETF (Ma with a value of $6.09B, and Invesco Exchange Traded Fd Tr with a value of $5.41B.

Examining the 13F form we can see an increase of $11.2B in the current position value, from $153B to 164B.

Jbr CO Financial Management Inc is based out at Ardmore, OK

Below you can find more details about Jbr CO Financial Management Inc portfolio as well as his latest detailed transactions.

Portfolio value $164 Billion
ETFs: $73.8 Billion
Technology: $39.1 Billion
Financial Services: $13.1 Billion
Energy: $11.2 Billion
Utilities: $6.03 Billion
Consumer Cyclical: $5.78 Billion
Communication Services: $4.33 Billion
Industrials: $4.11 Billion
Other: $4.52 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$10.3 Billion 6.27% of portfolio
16,531
Q4 2024 Added 2.87%
$0
$6.09 Billion 3.71% of portfolio
88,305
Q4 2024 Added 23.86%
$0
$5.41 Billion 3.3% of portfolio
25,721
Q4 2024 Reduced 1.0%
$0
$4.51 Billion 2.75% of portfolio
8,818
Q4 2024 Reduced 0.15%
$0
$4.42 Billion 2.69% of portfolio
78,243
Q4 2024 Added 5.14%
$0
$3.51 Billion 2.14% of portfolio
32,596
Q4 2024 Added 0.35%
$0
$3.49 Billion 2.13% of portfolio
87,720
Q4 2024 Added 0.98%
$0
$2.49 Billion 1.52% of portfolio
29,086
Q4 2024 Reduced 6.03%
$0
$2.12 Billion 1.3% of portfolio
48,273
Q4 2024 Added 3.71%
$0
$1.97 Billion 1.2% of portfolio
26,649
Q4 2024 Reduced 0.42%
$0
$1.83 Billion 1.12% of portfolio
12,592
Q4 2024 Reduced 0.51%
$0
$1.82 Billion 1.11% of portfolio
37,612
Q4 2024 Added 36.92%
$0
$1.71 Billion 1.04% of portfolio
12,777
Q4 2024 Added 2.11%
$0
$1.66 Billion 1.01% of portfolio
8,998
Q4 2024 Added 74.55%
$0
$1.61 Billion 0.98% of portfolio
57,802
Q4 2024 Added 393.74%
$0
$1.58 Billion 0.96% of portfolio
7,047
Q4 2024 Added 90.36%
$0
$1.3 Billion 0.79% of portfolio
17,226
Q4 2024 Added 1.65%
$0
$1.28 Billion 0.78% of portfolio
16,576
Q4 2024 Added 75.02%
$0
$1.23 Billion 0.75% of portfolio
18,656
Q4 2024 Added 108.68%
$0
$1.07 Billion 0.65% of portfolio
11,672
Q4 2024 New
$0
$935 Million 0.57% of portfolio
7,573
Q4 2024 Added 138.37%
$0
$918 Million 0.56% of portfolio
17,173
Q4 2024 Reduced 0.54%
$0
$788 Million 0.48% of portfolio
31,517
Q4 2024 Added 62.1%
$0
$736 Million 0.45% of portfolio
15,412
Q3 2024 Reduced 4.17%
$0
$696 Million 0.42% of portfolio
25,110
Q4 2024 Added 200.0%
$0
$668 Million 0.41% of portfolio
6,779
Q4 2024 Reduced 18.79%
$0
$674 Million 0.41% of portfolio
17,772
Q4 2024 Reduced 19.17%
$0
$659 Million 0.4% of portfolio
5,580
Q4 2024 Reduced 0.36%
$0
$620 Million 0.38% of portfolio
5,403
Q4 2024 Reduced 19.1%
$0
$595 Million 0.36% of portfolio
3,038
Q4 2023 New
$0
$579 Million 0.35% of portfolio
4,209
Q4 2024 Reduced 3.68%
$0
$544 Million 0.33% of portfolio
929
Q4 2024 Added 3.22%
$0
$534 Million 0.33% of portfolio
4,636
Q4 2024 Reduced 11.83%
$0
$484 Million 0.29% of portfolio
29,609
Q4 2024 Added 1.21%
$0
$421 Million 0.26% of portfolio
16,064
Q4 2024 Reduced 64.4%
$0
$416 Million 0.25% of portfolio
1,037
Q3 2024 Reduced 0.96%
$0
$416 Million 0.25% of portfolio
16,904
Q4 2024 Added 9.21%
$92.3B
$413 Million 0.25% of portfolio
1,705
Q4 2023 New
$0
$310 Million 0.19% of portfolio
1,405
Q4 2024 Added 15.64%
$0
$307 Million 0.19% of portfolio
8,702
Q4 2024 Added 5.38%
$0
$301 Million 0.18% of portfolio
1,456
Q2 2024 Added 25.73%
$0
$291 Million 0.18% of portfolio
6,602
Q4 2024 Added 4.51%
$0
$281 Million 0.17% of portfolio
4,245
Q3 2024 Reduced 3.52%
$0
$229 Million 0.14% of portfolio
3,890
Q3 2024 Reduced 1.27%
$0
$208 Million 0.13% of portfolio
2,553
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 99
  • Current Value $164 Billion
  • Prior Value $153 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 03, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 4 stocks
  • Additional Purchases 51 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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