Jbr CO Financial Management Inc Portfolio Holdings

Jbr CO Financial Management Inc

  • $153 Billion
  • Q3 2024

Jbr CO Financial Management Inc has filed its 13F form on October 10, 2024 for Q3 2024 where it was disclosed a total value porftolio of $153 Billion distributed in 105 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $24B, Vanguard Information Technolog with a value of $9.43B, Apple Inc. with a value of $7.09B, Invesco Exchange Traded Fd Tr with a value of $5.22B, and Spdr Portfolio S&P 500 ETF (Ma with a value of $4.81B.

Examining the 13F form we can see an increase of $10.5B in the current position value, from $142B to 153B.

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 $153 Billion
ETFs: $67.9 Billion
Technology: $36 Billion
Financial Services: $11.9 Billion
Energy: $11.3 Billion
Utilities: $6.23 Billion
Consumer Cyclical: $4.83 Billion
Industrials: $4.54 Billion
Communication Services: $3.63 Billion
Other: $5.18 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$337B
$24 Billion 15.69% of portfolio
197,534
Q3 2024 Added 1.64%
$3.59T
$7.09 Billion 4.64% of portfolio
30,444
Q3 2024 Reduced 0.38%
$300B
$4.43 Billion 2.9% of portfolio
30,071
Q3 2024 Added 0.5%
$200B
$2.98 Billion 1.95% of portfolio
7,622
Q4 2023 New
$2.02T
$2.24 Billion 1.47% of portfolio
12,028
Q3 2024 Added 14.05%
$1.27T
$2.18 Billion 1.43% of portfolio
3,813
Q3 2024 Added 0.37%
$479B
$1.74 Billion 1.14% of portfolio
14,835
Q3 2024 Reduced 0.26%
$3.06T
$1.36 Billion 0.89% of portfolio
3,168
Q3 2024 Added 4.97%
$786B
$1.37 Billion 0.89% of portfolio
5,220
Q3 2024 Reduced 8.5%
$360B
$1.27 Billion 0.83% of portfolio
6,438
Q2 2024 Reduced 2.05%
$388B
$1.26 Billion 0.82% of portfolio
1,419
Q2 2024 Added 0.28%
$1.05T
$1.15 Billion 0.75% of portfolio
6,860
Q3 2024 Added 13.58%
$229B
$1.05 Billion 0.68% of portfolio
6,371
Q3 2024 Added 4.25%
$391B
$467 Million 0.31% of portfolio
2,696
Q4 2023 New
$475B
$470 Million 0.31% of portfolio
1,711
Q3 2024 Reduced 2.95%
$223B
$358 Million 0.23% of portfolio
4,432
Q3 2024 Added 0.23%
$336B
$296 Million 0.19% of portfolio
418
Q4 2023 New
$208B
$271 Million 0.18% of portfolio
2,375
Q3 2024 Reduced 5.0%
$402B
$257 Million 0.17% of portfolio
635
Q4 2023 New
$258B
$219 Million 0.14% of portfolio
1,925
Q4 2023 New
$1T
$204 Million 0.13% of portfolio
1,177
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 105
  • Current Value $153 Billion
  • Prior Value $142 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 10, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 8 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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