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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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