Dean, Jacobson Financial Services, LLC Top Holdings and 13F Report (2025) About Dean, Jacobson Financial Services, LLCInvestment ActivityDean, Jacobson Financial Services, LLC has $130.03 million in total holdings as of March 31, 2025.Dean, Jacobson Financial Services, LLC owns shares of 11 different stocks, but just 3 companies or ETFs make up 80% of its holdings.Approximately 20.44% of the portfolio was purchased this quarter.About 21.06% of the portfolio was sold this quarter.This quarter, Dean, Jacobson Financial Services, LLC has purchased 9 new stocks and bought additional shares in 0 stocks.Dean, Jacobson Financial Services, LLC sold shares of 5 stocks and completely divested from 2 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $54,608,105iShares Core MSCI EAFE ETF $25,044,495SPDR Bloomberg Barclays 1-3 Month T-Bill ETF $24,610,882Real Estate Select Sector SPDR Fund $21,567,284JPMorgan Ultra-Short Income ETF $1,528,799 Largest New Holdings this Quarter 78468R663 - SPDR Bloomberg Barclays 1-3 Month T-Bill ETF $24,610,882 Holding46641Q837 - JPMorgan Ultra-Short Income ETF $1,528,799 Holding084670702 - Berkshire Hathaway $223,151 Holding008474108 - Agnico Eagle Mines $220,072 Holding Largest Purchases this Quarter SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 268,297 shares (about $24.61M)JPMorgan Ultra-Short Income ETF 30,196 shares (about $1.53M)Berkshire Hathaway 419 shares (about $223.15K)Agnico Eagle Mines 2,030 shares (about $220.07K) Largest Sales this Quarter SPDR S&P 500 ETF Trust 2,527 shares (about $1.41M)iShares Core MSCI EAFE ETF 786 shares (about $59.46K)Apple 142 shares (about $31.54K)Real Estate Select Sector SPDR Fund 727 shares (about $30.42K)Exxon Mobil 61 shares (about $7.25K) Sector Allocation Over TimeMap of 500 Largest Holdings ofDean, Jacobson Financial Services, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$54,608,105$1,413,576 ▼-2.5%97,62142.0%FinanceIEFAiShares Core MSCI EAFE ETF$25,044,495$59,461 ▼-0.2%331,05719.3%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$24,610,882$24,610,882 ▲New Holding268,29718.9%ETFXLREReal Estate Select Sector SPDR Fund$21,567,284$30,425 ▼-0.1%515,34716.6%ETFJPSTJPMorgan Ultra-Short Income ETF$1,528,799$1,528,799 ▲New Holding30,1961.2%ETFTPLTexas Pacific Land$1,172,6160.0%8850.9%EnergyAAPLApple$415,605$31,542 ▼-7.1%1,8710.3%Computer and TechnologyXOMExxon Mobil$345,850$7,255 ▼-2.1%2,9080.3%EnergyFSCOFS Credit Opportunities$297,4550.0%42,1920.2%Financial ServicesBRK.BBerkshire Hathaway$223,151$223,151 ▲New Holding4190.2%FinanceAEMAgnico Eagle Mines$220,072$220,072 ▲New Holding2,0300.2%Basic MaterialsSLYVSPDR S&P 600 Small Cap Value ETF$0$25,615,259 ▼-100.0%00.0%ETFSMMUPIMCO Short Term Municipal Bond Exchange-Traded Fund$0$224,430 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
