Jacksonville Wealth Management, LLC Purchases in Q3 2025

Jacksonville Wealth Management, LLC

  • $136 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
1.68K
+ 7.12%
$617.65 - $666.84 $1.04M - $1.12M
25.2K $16.8B
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.14K
+ 5.81%
$546.99 - $602.2 $625K - $688K
20.8K $12.5B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.65K
+ 7.94%
$435.72 - $463.74 $718K - $764K
22.4K $10.4B
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.65K
+ 6.89%
$181.56 - $190.33 $663K - $695K
56.7K $10.7B
IWM
Ishares Russell 2000 ETF

ETFs
1.99K
+ 10.23%
$214.92 - $244.84 $428K - $487K
21.4K $5.19B
SPMD
Spdr Portfolio

ETFs
7.94K
+ 11.99%
$54.43 - $58.29 $432K - $463K
74.1K $4.24B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
9.14K
+ 29.65%
$52.12 - $55.33 $476K - $506K
40K $2.21B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
3.13K
+ 11.2%
N/A
31.1K $3.08B
EEM
Ishares Msci Emerging Markets

ETFs
4.47K
+ 11.6%
$48.07 - $53.4 $215K - $239K
43K $2.29B
EFG
Msci Eafe Growth ETF

ETFs
2.05K
+ 11.41%
$106.99 - $114.46 $220K - $235K
20.1K $2.28B
TSLA
Tesla, Inc.

Consumer Cyclical
11
+ 0.71%
$293.94 - $444.72 $3.23K - $4.89K
1.57K $696M
GOOGL
Alphabet Inc.

Communication Services
200
+ 9.17%
$174.36 - $254.72 $34.9K - $50.9K
2.38K $579M
CAT
Caterpillar Inc

Industrials
1
+ 0.05%
$390.92 - $477.15 $391 - $477
2.02K $962M
ASML
Asml Holding Nv

Technology
125
+ 48.83%
$689.63 - $968.09 $86.2K - $121K
381 $369M
LLY
Eli Lilly & CO

Healthcare
200
+ 67.57%
$625.65 - $812.69 $125K - $163K
496 $378M
XERS
Xeris Biopharma Holdings, Inc.

Healthcare
17K
New
$4.68 - $8.3 $79.6K - $141K
17K $138M
JNJ
Johnson & Johnson

Healthcare
110
+ 3.12%
$155.17 - $185.42 $17.1K - $20.4K
3.63K $673M
AMD
Advanced Micro Devices Inc

Technology
132
+ 2.74%
$134.8 - $184.42 $17.8K - $24.3K
4.95K $801M
CMI
Cummins Inc

Industrials
2
+ 0.24%
$327.85 - $426.39 $656 - $853
851 $360M
CCO
Clear Channel Outdoor Holdings, Inc.

Communication Services
45K
New
$1.02 - $1.58 $45.9K - $71.1K
45K $71.1M
VTHR
Vanguard Russell 3000 ETF

ETFs
1
+ 0.03%
$272.54 - $295.85 $273 - $296
2.99K $880M
ABCB
Ameris Bancorp

Financial Services
7
+ 0.22%
$65.68 - $76.41 $460 - $535
3.22K $236M
COST
Costco Wholesale Corp

Consumer Defensive
20
+ 4.34%
$915.95 - $994.57 $18.3K - $19.9K
481 $446M
IBM
International Business Machines Corp

Technology
1
+ 0.07%
$234.77 - $292.47 $235 - $292
1.51K $427M
MELI
Mercadolibre Inc

Consumer Cyclical
3
+ 0.87%
$2292.04 - $2514.05 $6.88K - $7.54K
349 $816M
TTD
Trade Desk, Inc.

Technology
438
+ 2.79%
$43.93 - $89.76 $19.2K - $39.3K
16.1K $790M
Activity Summary
Buys All Purchases 27 New Holdings 3 Increased Positions 24 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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