Jacksonville Wealth Management, LLC Top Holdings and 13F Report (2025) About Jacksonville Wealth Management, LLCInvestment ActivityJacksonville Wealth Management, LLC has $101.62 million in total holdings as of March 31, 2025.Jacksonville Wealth Management, LLC owns shares of 60 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 2.84% of the portfolio was purchased this quarter.About 1.71% of the portfolio was sold this quarter.This quarter, Jacksonville Wealth Management, LLC has purchased 59 new stocks and bought additional shares in 17 stocks.Jacksonville Wealth Management, LLC sold shares of 29 stocks and completely divested from 3 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $12,234,616Invesco QQQ $8,481,063Invesco S&P 500 Equal Weight ETF $8,227,533SPDR Dow Jones Industrial Average ETF Trust $7,776,551NVIDIA $7,605,230 Largest New Holdings this Quarter 548661107 - Lowe's Companies $556,972 Holding949746101 - Wells Fargo & Company $348,182 Holding464287150 - iShares Core S&P Total U.S. Stock Market ETF $254,147 Holding494368103 - Kimberly-Clark $201,068 Holding Largest Purchases this Quarter Lowe's Companies 2,388 shares (about $556.97K)Wells Fargo & Company 4,850 shares (about $348.18K)Home Depot 741 shares (about $271.58K)iShares Core S&P Total U.S. Stock Market ETF 2,083 shares (about $254.15K)SPDR S&P 500 ETF Trust 446 shares (about $249.49K) Largest Sales this Quarter NVIDIA 2,966 shares (about $321.45K)Tesla 202 shares (about $52.35K)Walt Disney 425 shares (about $41.95K)Meta Platforms 60 shares (about $34.59K)Monolithic Power Systems 56 shares (about $32.49K) Sector Allocation Over TimeMap of 500 Largest Holdings ofJacksonville Wealth Management, 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$12,234,616$249,492 ▲2.1%21,87112.0%FinanceQQQInvesco QQQ$8,481,063$116,295 ▲1.4%18,0868.3%FinanceRSPInvesco S&P 500 Equal Weight ETF$8,227,533$227,277 ▲2.8%47,4958.1%ETFDIASPDR Dow Jones Industrial Average ETF Trust$7,776,551$176,768 ▲2.3%18,5217.7%FinanceNVDANVIDIA$7,605,230$321,455 ▼-4.1%70,1727.5%Computer and TechnologyAAPLApple$4,068,638$7,108 ▼-0.2%18,3164.0%Computer and TechnologyIWMiShares Russell 2000 ETF$3,575,874$141,040 ▲4.1%17,9253.5%FinanceSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$3,339,124$60,800 ▲1.9%49,0983.3%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$3,091,183$71,089 ▲2.4%60,3983.0%ETFDEDeere & Company$2,811,122$18,306 ▲0.7%5,9892.8%IndustrialsAXONAxon Enterprise$2,551,388$18,408 ▼-0.7%4,8512.5%AerospaceMOATVanEck Morningstar Wide Moat ETF$2,332,694$1,848 ▼-0.1%26,5082.3%ETFHDHome Depot$2,135,279$271,583 ▲14.6%5,8262.1%Retail/WholesaleNFLXNetflix$2,128,965$27,043 ▼-1.3%2,2832.1%Consumer DiscretionaryAMZNAmazon.com$2,082,965$2,854 ▼-0.1%10,9482.0%Retail/WholesaleISRGIntuitive Surgical$1,989,750$10,895 ▼-0.5%4,0182.0%MedicalMSFTMicrosoft$1,880,686$18,769 ▼-1.0%5,0101.9%Computer and TechnologyEFGiShares MSCI EAFE Growth ETF$1,714,579$29,300 ▲1.7%17,1461.7%ETFEEMiShares MSCI Emerging Markets ETF$1,599,704$33,518 ▲2.1%36,6061.6%FinanceMETAMeta Platforms$1,481,971$34,585 ▼-2.3%2,5711.5%Computer and TechnologyCRWDCrowdStrike$1,134,601$25,033 ▼-2.2%3,2181.1%Computer and TechnologyFTNTFortinet$1,078,980$22,332 ▼-2.0%11,2091.1%Computer and TechnologyWMWaste Management$980,185$28,012 ▼-2.8%4,2341.0%Business ServicesMPWRMonolithic Power Systems$956,626$32,487 ▼-3.3%1,6490.9%Computer and TechnologyPAYXPaychex$913,090$2,623 ▲0.3%5,9180.9%Business ServicesAFLAflac$900,3050.0%8,0970.9%FinancePALANTIR TECHNOLOGIES INC$854,114$7,596 ▼-0.9%10,1200.8%CL ASHOPShopify$808,857$11,930 ▼-1.5%8,4750.8%Computer and TechnologyVTHRVanguard Russell 3000 ETF$749,224$15,794 ▼-2.1%3,0360.7%ETFWMTWalmart$669,474$527 ▲0.1%7,6260.7%Retail/WholesaleMELIMercadoLibre$657,445$3,902 ▼-0.6%3370.6%Retail/WholesaleTTDTrade Desk$635,952$22,490 ▲3.7%11,6220.6%Computer and TechnologyCATCaterpillar$628,799$45,503 ▲7.8%1,9070.6%IndustrialsMDYSPDR S&P MidCap 400 ETF Trust$619,634$24,529 ▼-3.8%1,1620.6%ETFJNJJohnson & Johnson$566,193$63,021 ▲12.5%3,4140.6%MedicalCOWZPacer US Cash Cows 100 ETF$564,1390.0%10,3020.6%ETFLOWLowe's Companies$556,972$556,972 ▲New Holding2,3880.5%Retail/WholesaleDISWalt Disney$534,195$41,950 ▼-7.3%5,4120.5%Consumer DiscretionaryIVViShares Core S&P 500 ETF$510,2060.0%9080.5%ETFAMDAdvanced Micro Devices$484,112$2,671 ▼-0.5%4,7120.5%Computer and TechnologyCALFPacer US Small Cap Cash Cows ETF$453,1150.0%12,0830.4%ETFCOSTCostco Wholesale$406,7670.0%4300.4%Retail/WholesaleTSLATesla$402,994$52,350 ▼-11.5%1,5550.4%Auto/Tires/TrucksPAYCPaycom Software$393,069$26,438 ▼-6.3%1,7990.4%Computer and TechnologyIBMInternational Business Machines$375,610$249 ▲0.1%1,5110.4%Computer and TechnologyPYPLPayPal$359,798$23,425 ▼-6.1%5,5140.4%Computer and TechnologyWFCWells Fargo & Company$348,182$348,182 ▲New Holding4,8500.3%FinanceBABoeing$310,231$24,218 ▼-7.2%1,8190.3%AerospaceROKURoku$306,063$21,696 ▼-6.6%4,3450.3%Consumer DiscretionaryUPSUnited Parcel Service$300,673$17,376 ▼-5.5%2,7340.3%TransportationGOOGLAlphabet$289,1770.0%1,8700.3%Computer and TechnologyCMICummins$262,622$4,074 ▼-1.5%8380.3%Auto/Tires/TrucksITOTiShares Core S&P Total U.S. Stock Market ETF$254,147$254,147 ▲New Holding2,0830.3%ETFIWFiShares Russell 1000 Growth ETF$253,1230.0%7010.2%ETFAMPLIFY ETF TR$245,583$20,250 ▼-7.6%3,4200.2%AMPLIFY CYBERSECFFord Motor$241,8030.0%24,1080.2%Auto/Tires/TrucksXLKTechnology Select Sector SPDR Fund$226,095$9,911 ▼-4.2%1,0950.2%ETFKMBKimberly-Clark$201,068$201,068 ▲New Holding1,4140.2%Consumer StaplesCCOClear Channel Outdoor$49,9500.0%45,0000.0%Business ServicesSAGIMET BIOSCIENCES INC$32,6000.0%10,0000.0%COM SER AILMNIllumina$0$347,310 ▼-100.0%00.0%MedicalGLOBGlobant$0$334,283 ▼-100.0%00.0%Computer and TechnologyABCBAmeris Bancorp$0$200,223 ▼-100.0%00.0%FinanceShowing 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. 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