| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| NVIDIA CORPORATION | 3 | Q2 2024 | 16.9% |
| VANGUARD WORLD FDS | 3 | Q2 2024 | 7.5% |
| APPLE INC | 3 | Q2 2024 | 5.4% |
| CHEVRON CORP NEW | 3 | Q2 2024 | 4.2% |
| INVESCO QQQ TR | 3 | Q2 2024 | 3.5% |
| PACER FDS TR | 3 | Q2 2024 | 3.2% |
| INVESCO EXCHANGE TRADED FD T | 3 | Q2 2024 | 3.2% |
| REAVES UTIL INCOME FD | 3 | Q2 2024 | 2.9% |
| INVESCO EXCH TRADED FD TR II | 3 | Q2 2024 | 3.4% |
| PACER FDS TR | 3 | Q2 2024 | 2.5% |
View JBR Co Financial Management Inc's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-15 |
| 13F-HR | 2024-05-09 |
| 13F-HR | 2024-04-19 |
View JBR Co Financial 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.