Jacksonville Wealth Management as of June 30, 2026
Portfolio Holdings for Jacksonville Wealth Management
Jacksonville Wealth Management holds 76 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 12.8 | $23M | 30k | 746.77 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 10.0 | $18M | 24k | 736.39 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 8.7 | $15M | 72k | 212.77 | |
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 8.1 | $14M | 27k | 522.39 | |
| NVIDIA Corporation (NVDA) | 7.0 | $12M | 62k | 200.09 | |
| Ishares Tr Russell 2000 Etf (IWM) | 4.6 | $8.1M | 27k | 300.45 | |
| Spdr Series Trust St Str P400mid (SPMD) | 3.8 | $6.7M | 99k | 67.56 | |
| Doubleline Etf Trust Secur Cr Etf (DSCO) | 3.1 | $5.6M | 223k | 24.93 | |
| Apple (AAPL) | 2.7 | $4.7M | 16k | 289.36 | |
| Spdr Series Trust St Str P500val (SPYV) | 2.5 | $4.5M | 74k | 60.79 | |
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 2.3 | $4.1M | 39k | 103.96 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 2.2 | $3.8M | 56k | 68.41 | |
| Deere & Company (DE) | 2.1 | $3.7M | 5.8k | 634.36 | |
| Ishares Tr Eafe Grwth Etf (EFG) | 2.0 | $3.5M | 29k | 124.42 | |
| Amazon (AMZN) | 1.7 | $3.0M | 12k | 238.34 | |
| Advanced Micro Devices (AMD) | 1.6 | $2.8M | 4.9k | 580.91 | |
| Axon Enterprise (AXON) | 1.4 | $2.5M | 4.5k | 560.61 | |
| Spdr Series Trust ST STR PR SP1500 (SPTM) | 1.3 | $2.3M | 26k | 90.79 | |
| Crowdstrike Hldgs Cl A (CRWD) | 1.3 | $2.2M | 2.9k | 763.14 | |
| Home Depot (HD) | 1.2 | $2.2M | 6.1k | 352.67 | |
| Caterpillar (CAT) | 1.2 | $2.2M | 2.0k | 1065.07 | |
| Monolithic Power Systems (MPWR) | 1.2 | $2.1M | 1.5k | 1382.63 | |
| Microsoft Corporation (MSFT) | 1.1 | $1.9M | 5.0k | 373.02 | |
| Fortinet (FTNT) | 0.9 | $1.6M | 10k | 153.62 | |
| Netflix (NFLX) | 0.9 | $1.5M | 21k | 71.40 | |
| Intuitive Surgical Com New (ISRG) | 0.8 | $1.5M | 3.7k | 397.63 | |
| Meta Platforms Cl A (META) | 0.8 | $1.3M | 2.4k | 563.27 | |
| MercadoLibre (MELI) | 0.6 | $1.0M | 600.00 | 1696.68 | |
| AFLAC Incorporated (AFL) | 0.5 | $949k | 8.1k | 117.25 | |
| Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) | 0.5 | $948k | 2.9k | 331.45 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.5 | $915k | 8.0k | 114.17 | |
| Wal-Mart Stores (WMT) | 0.5 | $864k | 7.6k | 113.27 | |
| Waste Management (WM) | 0.5 | $862k | 3.9k | 222.86 | |
| Johnson & Johnson (JNJ) | 0.5 | $806k | 3.2k | 253.99 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $778k | 2.2k | 357.37 | |
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.4 | $764k | 1.1k | 703.37 | |
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.4 | $758k | 381.00 | 1989.44 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $753k | 1.0k | 748.89 | |
| Tesla Motors (TSLA) | 0.4 | $721k | 1.7k | 420.60 | |
| Eli Lilly & Co. (LLY) | 0.3 | $606k | 505.00 | 1199.43 | |
| Cummins (CMI) | 0.3 | $597k | 836.00 | 713.62 | |
| Roku Com Cl A (ROKU) | 0.3 | $554k | 4.0k | 138.12 | |
| Palantir Technologies Cl A (PLTR) | 0.3 | $533k | 4.6k | 116.67 | |
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.3 | $526k | 8.5k | 62.20 | |
| Lowe's Companies (LOW) | 0.3 | $495k | 2.2k | 220.49 | |
| Applied Materials (AMAT) | 0.3 | $452k | 625.00 | 723.54 | |
| Paychex (PAYX) | 0.3 | $444k | 4.5k | 98.33 | |
| Walt Disney Company (DIS) | 0.2 | $441k | 4.6k | 96.25 | |
| International Business Machines (IBM) | 0.2 | $417k | 1.5k | 281.29 | |
| Costco Wholesale Corporation (COST) | 0.2 | $408k | 436.00 | 935.31 | |
| Wells Fargo & Company (WFC) | 0.2 | $407k | 4.9k | 82.64 | |
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.2 | $394k | 2.1k | 190.52 | |
| Illumina (ILMN) | 0.2 | $378k | 2.2k | 175.83 | |
| Boeing Company (BA) | 0.2 | $357k | 1.7k | 216.47 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $348k | 2.8k | 124.17 | |
| Tempus Ai Cl A (TEM) | 0.2 | $346k | 6.0k | 57.93 | |
| Amplify Etf Tr Amplify Cybersec (HACK) | 0.2 | $344k | 3.3k | 104.93 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $342k | 2.1k | 164.27 | |
| The Trade Desk Com Cl A (TTD) | 0.2 | $340k | 19k | 18.08 | |
| Ford Motor Company (F) | 0.2 | $335k | 24k | 13.90 | |
| Ameris Ban (ABCB) | 0.2 | $293k | 3.2k | 90.27 | |
| D. Boral Arc Acq I Corp. Shs Cl A (BCAR) | 0.2 | $287k | 28k | 10.43 | |
| Royal Caribbean Cruises (RCL) | 0.2 | $281k | 885.00 | 317.53 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $275k | 840.00 | 327.33 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $263k | 1.9k | 136.74 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $260k | 1.9k | 137.53 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $248k | 1.7k | 148.31 | |
| Palo Alto Networks (PANW) | 0.1 | $242k | 710.00 | 341.02 | |
| Coreweave Com Cl A (CRWV) | 0.1 | $237k | 2.4k | 99.54 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $220k | 7.5k | 29.43 | |
| Chevron Corporation (CVX) | 0.1 | $211k | 1.3k | 165.80 | |
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.1 | $210k | 1.5k | 141.89 | |
| Altria (MO) | 0.1 | $201k | 2.8k | 71.95 | |
| Abbvie (ABBV) | 0.1 | $201k | 798.00 | 251.64 | |
| Xeris Pharmaceuticals (XERS) | 0.1 | $135k | 17k | 7.92 | |
| Powerbank Corp Com Shs | 0.0 | $10k | 15k | 0.69 |