Dean, Jacobson Financial Services

Latest statistics and disclosures from Dean, Jacobson Financial Services's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are TPL, XOM, FSK, AAPL, FSCO, and represent 100.00% of Dean, Jacobson Financial Services's stock portfolio.
  • Added to shares of these 3 stocks: FSCO, AAPL, FSK.
  • Started 1 new stock positions in FSCO.
  • Dean, Jacobson Financial Services was a net buyer of stock by $154k.
  • Dean, Jacobson Financial Services has $1.6M in assets under management (AUM), dropping by 30.01%.
  • Central Index Key (CIK): 0001869456

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Positions held by Dean, Jacobson Financial Services consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Dean, Jacobson Financial Services

Dean, Jacobson Financial Services holds 5 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Texas Pacific Land Corp (TPL) 42.3 $692k 295.00 2344.23
Exxon Mobil Corporation (XOM) 18.5 $303k 2.7k 110.30
Fs Kkr Capital Corp (FSK) 16.2 $266k +2% 15k 17.50
Apple (AAPL) 15.0 $246k +7% 1.9k 129.93
Fs Credit Opportunities Corp Common Stock (FSCO) 8.0 $131k NEW 28k 4.71

Past Filings by Dean, Jacobson Financial Services

SEC 13F filings are viewable for Dean, Jacobson Financial Services going back to 2021