Jacobus Wealth Management
Latest statistics and disclosures from Jacobus Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, JPM, DGRW, MDY, IHDG, and represent 22.05% of Jacobus Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: CHY, SCHF, JPI, DGRW, IJR, CHW, DES, VEU, SPY, SBRA.
- Started 4 new stock positions in SBRA, SCHG, Powershares Db Commodity Index Tracking Etf ubi, COST.
- Reduced shares in these 10 stocks: MINT, CenterState Banks, AIVL, General Growth Properties, DBEF, ETV, KMI, AMJ, Care Cap Properties, PFF.
- Sold out of its positions in Care Cap Properties, General Growth Properties.
- Jacobus Wealth Management was a net seller of stock by $-1.4M.
- Jacobus Wealth Management has $382M in assets under management (AUM), dropping by 3.01%.
- Central Index Key (CIK): 0001501542
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Portfolio Holdings for Jacobus Wealth Management
Jacobus Wealth Management holds 207 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr S&p 500 Etf (SPY) | 5.3 | $20M | 81k | 251.23 |
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| JPMorgan Chase & Co. (JPM) | 4.9 | $19M | 195k | 95.51 |
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| wisdomtreetrusdivd.. (DGRW) | 4.2 | $16M | +3% | 417k | 38.16 |
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| SPDR S&P MidCap 400 ETF (MDY) | 3.9 | $15M | 45k | 326.33 |
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| Wisdomtree Tr itl hdg div gt (IHDG) | 3.8 | $15M | 479k | 30.66 |
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| Vanguard Dividend Appreciation ETF (VIG) | 3.5 | $14M | 143k | 94.79 |
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| WisdomTree MidCap Dividend Fund (DON) | 3.2 | $12M | 124k | 99.95 |
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| iShares S&P SmallCap 600 Index (IJR) | 2.9 | $11M | +4% | 151k | 74.22 |
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| WisdomTree SmallCap Dividend Fund (DES) | 2.4 | $9.0M | +4% | 107k | 84.03 |
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| BP (BP) | 2.3 | $8.9M | 231k | 38.43 |
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| Powershares Etf Tr Ii s^p500 low vol | 2.2 | $8.6M | -2% | 187k | 45.79 |
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| Wisdomtree Tr intl hedge eqt (HEDJ) | 2.2 | $8.3M | +2% | 128k | 64.70 |
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| Vanguard Mid-Cap ETF (VO) | 2.1 | $8.1M | +3% | 55k | 146.99 |
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| CenterState Banks | 2.1 | $8.1M | -11% | 302k | 26.80 |
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| WisdomTree Japan Total Dividend (DXJ) | 2.0 | $7.5M | 137k | 54.70 |
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| Nuveen Multi-Strategy Income & Growth (JPC) | 1.8 | $7.0M | +3% | 661k | 10.57 |
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| First Tr Mlp & Energy Income (FEI) | 1.8 | $7.0M | 458k | 15.25 |
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| iShares Russell Midcap Growth Idx. (IWP) | 1.7 | $6.6M | 58k | 113.19 |
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| iShares S&P US Pref Stock Idx Fnd (PFF) | 1.5 | $5.8M | -4% | 148k | 38.81 |
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| Vanguard FTSE All-World ex-US ETF (VEU) | 1.4 | $5.5M | +7% | 105k | 52.71 |
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| WisdomTree Dividend ex-Fin Fund (AIVL) | 1.4 | $5.5M | -13% | 66k | 84.33 |
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| iShares Russell 1000 Growth Index (IWF) | 1.4 | $5.4M | +3% | 44k | 125.05 |
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| Abbvie (ABBV) | 1.4 | $5.3M | 59k | 88.85 |
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| Db-x Msci Eafe Currency-hedged (DBEF) | 1.2 | $4.6M | -10% | 148k | 31.03 |
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| Vanguard Information Technology ETF (VGT) | 1.2 | $4.4M | 29k | 151.98 |
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| Nuveen Preferred And equity (JPI) | 1.0 | $3.9M | +18% | 155k | 25.18 |
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| Gabelli Dividend & Income Trust (GDV) | 1.0 | $3.7M | 167k | 22.39 |
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| First Trust Energy Income & Gr (FEN) | 1.0 | $3.7M | -3% | 151k | 24.65 |
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| Fiduciary/Claymore MLP Opportunity Fund | 0.9 | $3.5M | -3% | 269k | 12.92 |
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| iShares Russell Midcap Index Fund (IWR) | 0.9 | $3.4M | 17k | 197.17 |
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| Calamos Convertible & Hi Income Fund (CHY) | 0.9 | $3.4M | +28% | 282k | 11.90 |
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| Nuveen Energy Mlp Total Return etf | 0.8 | $3.2M | -3% | 265k | 12.06 |
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| Abbott Laboratories (ABT) | 0.8 | $3.2M | 60k | 53.36 |
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| Ventas (VTR) | 0.8 | $3.0M | 46k | 65.14 |
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| Eaton Vance Tax Managed Buy Write Opport (ETV) | 0.8 | $3.0M | -13% | 198k | 15.32 |
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| Kinder Morgan (KMI) | 0.8 | $3.0M | -10% | 156k | 19.18 |
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| iShares S&P 500 Index (IVV) | 0.7 | $2.8M | 11k | 252.92 |
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| BLACKROCK INTL GRWTH & INC T COM Bene Inter (BGY) | 0.7 | $2.7M | +2% | 409k | 6.56 |
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| U.S. Bancorp (USB) | 0.7 | $2.6M | 48k | 53.59 |
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| Fiserv (FI) | 0.7 | $2.5M | 20k | 128.95 |
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| Kayne Anderson MLP Investment (KYN) | 0.7 | $2.5M | +12% | 136k | 18.17 |
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| Microsoft Corporation (MSFT) | 0.6 | $2.4M | 33k | 74.50 |
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| Bristol Myers Squibb (BMY) | 0.6 | $2.4M | 37k | 63.73 |
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| Nuveen Tax-Advantaged Dividend Growth | 0.6 | $2.3M | 135k | 16.84 |
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| Ing Global Advantage And Premium Opportunity Fund (IGA) | 0.6 | $2.2M | +6% | 189k | 11.51 |
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| Vanguard Small-Cap ETF (VB) | 0.6 | $2.1M | 15k | 141.29 |
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| Fidelity National Information Services (FIS) | 0.5 | $2.1M | 22k | 93.40 |
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| Apple (AAPL) | 0.5 | $1.8M | 12k | 154.14 |
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| Illinois Tool Works (ITW) | 0.5 | $1.8M | 12k | 147.93 |
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| Northern Trust Corporation (NTRS) | 0.5 | $1.7M | 19k | 91.95 |
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| SVB Financial (SIVBQ) | 0.4 | $1.7M | 9.0k | 187.11 |
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| Berkshire Hathaway (BRK.A) | 0.4 | $1.6M | 6.00 | 274666.67 |
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| Wells Fargo & Company (WFC) | 0.4 | $1.6M | +3% | 29k | 55.15 |
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| iShares Russell 1000 Index (IWB) | 0.4 | $1.6M | 11k | 139.87 |
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| Magellan Midstream Partners | 0.4 | $1.6M | 22k | 71.08 |
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| Vanguard Growth ETF (VUG) | 0.4 | $1.6M | 12k | 132.78 |
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| Calamos Global Dynamic Income Fund (CHW) | 0.4 | $1.6M | +38% | 174k | 9.04 |
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| RPM International (RPM) | 0.3 | $1.3M | 26k | 51.35 |
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| Nuveen All Cap Ene Mlp Opport mf | 0.3 | $1.3M | -7% | 149k | 8.89 |
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| Kansas City Southern | 0.3 | $1.3M | 12k | 108.65 |
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| Tortoise Energy Infrastructure | 0.3 | $1.3M | -5% | 43k | 28.97 |
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| MB Financial | 0.3 | $1.2M | 27k | 45.01 |
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| Danaher Corporation (DHR) | 0.3 | $1.2M | 14k | 85.80 |
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| Gabelli Equity Trust (GAB) | 0.3 | $1.2M | +2% | 179k | 6.50 |
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| Rbc Cad (RY) | 0.3 | $1.1M | 14k | 77.37 |
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| Nuveen Core Equity Alpha Fund (JCE) | 0.3 | $1.1M | -15% | 69k | 15.54 |
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| W. P. Carey & Co | 0.3 | $1.0M | 15k | 67.37 |
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| Wauwatosa Holdings | 0.3 | $1.0M | 52k | 19.51 |
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| Raymond James Financial (RJF) | 0.3 | $1.0M | 12k | 84.33 |
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| SPDR Barclays Capital Convertible SecETF (CWB) | 0.3 | $995k | 20k | 51.05 |
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| Schwab International Equity ETF (SCHF) | 0.3 | $975k | +309% | 29k | 33.47 |
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| Johnson & Johnson (JNJ) | 0.2 | $939k | 7.2k | 130.06 |
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| Automatic Data Processing (ADP) | 0.2 | $945k | 8.6k | 109.38 |
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| Enterprise Products Partners (EPD) | 0.2 | $965k | 37k | 26.08 |
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| Vanguard Europe Pacific ETF (VEA) | 0.2 | $964k | +8% | 22k | 43.42 |
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| PowerShares High Yld. Dividend Achv | 0.2 | $879k | -22% | 51k | 17.15 |
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| Ishares Inc em mkt min vol (EEMV) | 0.2 | $883k | +28% | 15k | 58.11 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $850k | 9.5k | 89.65 |
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| Cullen/Frost Bankers (CFR) | 0.2 | $759k | 8.0k | 94.88 |
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| Fastenal Company (FAST) | 0.2 | $749k | 16k | 45.57 |
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| 1st Source Corporation (SRCE) | 0.2 | $765k | 15k | 50.82 |
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| M&T Bank Corporation (MTB) | 0.2 | $721k | 4.5k | 161.12 |
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| Sunoco Logistics Partners | 0.2 | $721k | 39k | 18.28 |
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| Hyde Park Bancorp, Mhc | 0.2 | $726k | 38k | 19.21 |
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| Sonoco Products Company (SON) | 0.2 | $682k | 14k | 50.43 |
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| T. Rowe Price (TROW) | 0.2 | $680k | 7.5k | 90.67 |
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| Travelers Companies (TRV) | 0.2 | $685k | 5.6k | 122.50 |
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| iShares NASDAQ Biotechnology Index (IBB) | 0.2 | $684k | +3% | 2.1k | 333.66 |
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| Prosperity Bancshares (PB) | 0.2 | $690k | 11k | 65.71 |
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| Jp Morgan Alerian Mlp Index (AMJ) | 0.2 | $677k | -32% | 24k | 28.22 |
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| PIMCO Enhanced Short Mat Str Fund ETF (MINT) | 0.2 | $690k | -73% | 6.8k | 101.77 |
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| Factorshares Tr ise cyber sec | 0.2 | $672k | 22k | 30.11 |
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| American Express Company (AXP) | 0.2 | $633k | 7.0k | 90.43 |
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| General Electric Company | 0.2 | $662k | -3% | 27k | 24.16 |
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| Commerce Bancshares (CBSH) | 0.2 | $636k | 11k | 57.81 |
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| Home Depot (HD) | 0.2 | $594k | +2% | 3.6k | 163.64 |
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| Chevron Corporation (CVX) | 0.2 | $600k | 5.1k | 117.46 |
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| Kimberly-Clark Corporation (KMB) | 0.2 | $594k | 5.1k | 117.62 |
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| WisdomTree International Dvd. Top 100 (AIVI) | 0.1 | $563k | 13k | 42.67 |
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| Goldman Sachs Mlp Inc Opp | 0.1 | $580k | -8% | 62k | 9.33 |
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| Tallgrass Energy Gp Lp master ltd part | 0.1 | $565k | 20k | 28.25 |
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| State Street Corporation (STT) | 0.1 | $519k | 5.4k | 95.58 |
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| McDonald's Corporation (MCD) | 0.1 | $532k | 3.4k | 156.70 |
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| WestAmerica Ban (WABC) | 0.1 | $524k | 8.8k | 59.57 |
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| Verizon Communications (VZ) | 0.1 | $511k | 10k | 49.53 |
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| Amgen (AMGN) | 0.1 | $488k | 2.6k | 186.26 |
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| BB&T Corporation | 0.1 | $502k | 11k | 46.91 |
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| Enbridge (ENB) | 0.1 | $493k | 12k | 41.88 |
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| Energy Transfer Equity (ET) | 0.1 | $507k | 29k | 17.39 |
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| PowerShares QQQ Trust, Series 1 | 0.1 | $478k | -17% | 3.3k | 145.33 |
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| Howard Hughes | 0.1 | $507k | 4.3k | 117.91 |
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| Bank Of Montreal Cadcom (BMO) | 0.1 | $476k | 6.3k | 75.70 |
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| Vanguard Total Stock Market ETF (VTI) | 0.1 | $457k | 3.5k | 129.46 |
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| Pimco Etf Tr 0-5 high yield (HYS) | 0.1 | $463k | 4.6k | 101.54 |
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| American Tower Reit (AMT) | 0.1 | $472k | +3% | 3.5k | 136.81 |
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| Fortive (FTV) | 0.1 | $467k | 6.6k | 70.84 |
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| Merck & Co (MRK) | 0.1 | $437k | +2% | 6.8k | 63.98 |
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| Technology SPDR (XLK) | 0.1 | $417k | -19% | 7.1k | 59.07 |
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| iShares S&P MidCap 400 Growth (IJK) | 0.1 | $411k | 2.0k | 202.56 |
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| Pepsi (PEP) | 0.1 | $387k | 3.5k | 111.37 |
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| MGE Energy (MGEE) | 0.1 | $388k | 6.0k | 64.67 |
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| iShares MSCI Taiwan Index | 0.1 | $395k | 11k | 36.09 |
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| Walgreen Company | 0.1 | $337k | +2% | 4.4k | 77.15 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $307k | 3.7k | 81.98 |
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| General Mills (GIS) | 0.1 | $321k | 6.2k | 51.77 |
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| iShares Russell 2000 Index (IWM) | 0.1 | $288k | +5% | 1.9k | 148.07 |
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| MVC Capital | 0.1 | $300k | 30k | 10.00 |
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| Celgene Corporation | 0.1 | $305k | 2.1k | 146.00 |
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| iShares S&P India Nifty 50 Index Fund (INDY) | 0.1 | $299k | 8.8k | 34.11 |
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| Bank of Marin Ban (BMRC) | 0.1 | $308k | 4.5k | 68.44 |
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| iShares S&P MidCap 400 Value Index (IJJ) | 0.1 | $309k | 2.0k | 152.59 |
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| Facebook Inc cl a (META) | 0.1 | $294k | 1.7k | 171.03 |
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| Investors Ban | 0.1 | $309k | -9% | 23k | 13.63 |
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| Charter Communications Inc New Cl A cl a (CHTR) | 0.1 | $299k | 824.00 | 362.86 |
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| Pfizer (PFE) | 0.1 | $253k | 7.1k | 35.73 |
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| Dominion Resources (D) | 0.1 | $269k | 3.5k | 76.86 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $272k | 875.00 | 310.86 |
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| Altria (MO) | 0.1 | $270k | 4.3k | 63.37 |
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| Occidental Petroleum Corporation (OXY) | 0.1 | $257k | 4.0k | 64.25 |
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| Procter & Gamble Company (PG) | 0.1 | $250k | 2.8k | 90.91 |
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| Weyerhaeuser Company (WY) | 0.1 | $281k | 8.2k | 34.06 |
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| Buckeye Partners | 0.1 | $257k | 4.5k | 57.11 |
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| Unilever (UL) | 0.1 | $256k | 4.4k | 58.02 |
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| Rydex S&P Equal Weight ETF | 0.1 | $278k | -23% | 2.9k | 95.66 |
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| Sabra Health Care REIT (SBRA) | 0.1 | $284k | NEW | 13k | 21.92 |
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| Sch Us Mid-cap Etf etf (SCHM) | 0.1 | $270k | 5.4k | 50.13 |
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| Novo-nordisk A/s Sedol# 707752 | 0.1 | $255k | 5.3k | 48.11 |
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| Mplx (MPLX) | 0.1 | $271k | 7.7k | 34.99 |
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| Westbury Ban (WBBW) | 0.1 | $278k | -9% | 14k | 19.94 |
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| Crestwood Eqty Ptrns Lp equs | 0.1 | $272k | 11k | 24.41 |
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| Coca-Cola Company (KO) | 0.1 | $223k | 5.0k | 45.01 |
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| Walt Disney Company (DIS) | 0.1 | $220k | 2.2k | 98.79 |
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| Emerson Electric (EMR) | 0.1 | $223k | 3.5k | 62.98 |
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| Marsh & McLennan Companies (MMC) | 0.1 | $230k | 2.8k | 83.64 |
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| Applied Materials (AMAT) | 0.1 | $221k | 4.3k | 52.00 |
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| Amazon (AMZN) | 0.1 | $219k | +4% | 228.00 | 960.53 |
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| iShares S&P MidCap 400 Index (IJH) | 0.1 | $218k | +36% | 1.2k | 178.98 |
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| Schwab U S Small Cap ETF (SCHA) | 0.1 | $230k | +10% | 3.4k | 67.23 |
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| Advisorshares Tr activ bear etf | 0.1 | $228k | 27k | 8.42 |
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| Welbilt | 0.1 | $243k | 11k | 23.07 |
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| MasterCard Incorporated (MA) | 0.1 | $200k | 1.4k | 141.34 |
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| PNC Financial Services (PNC) | 0.1 | $194k | 1.4k | 134.63 |
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| Suntrust Banks Inc $1.00 Par Cmn | 0.1 | $194k | 3.2k | 59.80 |
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| Berkshire Hathaway (BRK.B) | 0.1 | $202k | 1.1k | 183.64 |
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| Cummins (CMI) | 0.1 | $186k | 1.1k | 167.87 |
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| ConocoPhillips (COP) | 0.1 | $182k | 3.6k | 50.00 |
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| Acuity Brands (AYI) | 0.1 | $192k | 1.1k | 171.43 |
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| Dcp Midstream Partners | 0.1 | $194k | 5.6k | 34.64 |
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| Suburban Propane Partners (SPH) | 0.1 | $198k | 7.6k | 26.15 |
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| Vanguard Large-Cap ETF (VV) | 0.1 | $192k | 1.7k | 115.66 |
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| iShares Morningstar Large Value (ILCV) | 0.1 | $209k | 2.1k | 99.52 |
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| Vanguard Mid-Cap Growth ETF (VOT) | 0.1 | $189k | +12% | 1.6k | 121.94 |
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| Phillips 66 (PSX) | 0.1 | $187k | 2.0k | 91.44 |
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| Eqt Midstream Partners | 0.1 | $183k | 2.4k | 75.00 |
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| Northfield Bancorp (NFBK) | 0.1 | $174k | 10k | 17.40 |
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| Alphabet Inc Class A cs (GOOGL) | 0.1 | $201k | 206.00 | 975.73 |
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| Wal-Mart Stores (WMT) | 0.0 | $142k | 1.8k | 78.28 |
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| Eli Lilly & Co. (LLY) | 0.0 | $141k | 1.7k | 85.45 |
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| At&t (T) | 0.0 | $166k | 4.2k | 39.12 |
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| Microchip Technology (MCHP) | 0.0 | $159k | +10% | 1.8k | 89.83 |
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| Intel Corporation (INTC) | 0.0 | $154k | 4.1k | 38.02 |
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| Citi | 0.0 | $138k | 1.9k | 72.63 |
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| Starbucks Corporation (SBUX) | 0.0 | $155k | 2.9k | 53.69 |
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| Macquarie Infrastructure Company | 0.0 | $156k | 2.2k | 72.06 |
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| Genesis Energy (GEL) | 0.0 | $163k | 6.2k | 26.33 |
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| Senior Housing Properties Trust | 0.0 | $167k | 8.6k | 19.50 |
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| Central Fd Cda Ltd cl a | 0.0 | $146k | 12k | 12.70 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $147k | 2.6k | 55.89 |
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| Cyrusone | 0.0 | $169k | +8% | 2.9k | 58.89 |
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| Cdk Global Inc equities | 0.0 | $166k | 2.6k | 63.05 |
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| Alphabet Inc Class C cs (GOOG) | 0.0 | $134k | 140.00 | 957.14 |
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| S&p Global (SPGI) | 0.0 | $156k | 1.0k | 156.00 |
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| Corning Incorporated (GLW) | 0.0 | $120k | 4.0k | 30.00 |
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| Goldman Sachs (GS) | 0.0 | $119k | 500.00 | 238.00 |
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| Costco Wholesale Corporation (COST) | 0.0 | $103k | NEW | 625.00 | 164.80 |
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| Baxter International (BAX) | 0.0 | $113k | 1.8k | 62.81 |
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| Health Care SPDR (XLV) | 0.0 | $126k | 1.5k | 81.55 |
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| Analog Devices (ADI) | 0.0 | $118k | 1.4k | 85.82 |
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| Yum! Brands (YUM) | 0.0 | $110k | 1.5k | 73.73 |
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| Anheuser-Busch InBev NV (BUD) | 0.0 | $119k | 1.0k | 119.00 |
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| Prudential Financial (PRU) | 0.0 | $125k | 1.2k | 105.93 |
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| Rockwell Automation (ROK) | 0.0 | $119k | 665.00 | 178.95 |
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| Vanguard REIT ETF (VNQ) | 0.0 | $126k | 1.5k | 83.22 |
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| Tortoise Pwr & Energy (TPZ) | 0.0 | $114k | -17% | 5.4k | 21.23 |
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| Schwab U S Large Cap Growth ETF (SCHG) | 0.0 | $121k | NEW | 1.8k | 66.30 |
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| Powershares Db Commodity Index Tracking Etf ubi | 0.0 | $102k | NEW | 6.6k | 15.43 |
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| Coca Cola European Partners (CCEP) | 0.0 | $127k | 3.1k | 41.57 |
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Past Filings by Jacobus Wealth Management
SEC 13F filings are viewable for Jacobus Wealth Management going back to 2011
- Jacobus Wealth Management 2017 Q3 filed Oct. 31, 2017
- Jacobus Wealth Management 2017 Q2 filed Aug. 14, 2017
- Jacobus Wealth Management 2017 Q1 filed May 10, 2017
- Jacobus Wealth Management 2016 Q4 filed Feb. 3, 2017
- Jacobus Wealth Management 2016 Q3 filed Nov. 8, 2016
- Jacobus Wealth Management 2016 Q2 filed Aug. 5, 2016
- Jacobus Wealth Management 2016 Q1 filed May 23, 2016
- Jacobus Wealth Management 2015 Q4 filed Feb. 8, 2016
- Jacobus Wealth Management 2015 Q3 filed Nov. 9, 2015
- Jacobus Wealth Management 2015 Q2 filed Aug. 3, 2015
- Jacobus Wealth Management 2015 Q1 filed May 6, 2015
- Jacobus Wealth Management 2014 Q4 filed Feb. 6, 2015
- Jacobus Wealth Management 2014 Q3 filed Oct. 30, 2014
- Jacobus Wealth Management 2014 Q2 filed Aug. 6, 2014
- Jacobus Wealth Management 2014 Q1 filed May 14, 2014
- Jacobus Wealth Management 2013 Q4 filed Feb. 14, 2014