$345 Million is the total value of Jacobus Wealth Management, Inc.'s 310 reported holdings in Q4 2013. The portfolio turnover from Q3 2013 to Q4 2013 was 100.0% .
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-02-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF | 18 | Q3 2017 | 5.8% |
| JP Morgan Chase & Co Com | 18 | Q3 2017 | 5.5% |
| Vanguard Dividend Appreciation ETF | 18 | Q3 2017 | 4.0% |
| SPDR S&P MidCap 400 ETF | 18 | Q3 2017 | 4.1% |
| WisdomTree US MidCap Div ETF | 18 | Q3 2017 | 4.0% |
| WisdomTree US Divd ex-Fin'ls ETF | 18 | Q3 2017 | 4.3% |
| PowerShares S&P 500 Low Volatility ETF | 18 | Q3 2017 | 2.9% |
| iShares S&P Small-Cap 600 ETF | 18 | Q3 2017 | 2.9% |
| Fiduciary/Claymore MLP Opportunity Fd Com CEF | 18 | Q3 2017 | 3.8% |
| First Trust Energy Income & Growth Fd Com CEF | 18 | Q3 2017 | 2.6% |
View Jacobus Wealth Management, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2017-10-31 |
| 13F-HR | 2017-08-14 |
| 13F-HR | 2017-05-10 |
| 13F-HR | 2017-02-03 |
| 13F-HR | 2016-11-08 |
| 13F-HR | 2016-08-05 |
| 13F-HR | 2016-05-23 |
| 13F-HR | 2016-02-08 |
| 13F-HR | 2015-11-09 |
| 13F-HR | 2015-08-03 |
View Jacobus Wealth Management, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.