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The Analysis of Jacksonville Wealth Management, LLC's Holdings & P&L

Currently, Jacksonville Wealth Management, LLC holds 68 types of securities in its portfolio with a total value $148.1M. In the most recent quarter, they have increased their positions in N/A (+256.0K shares, valued at $6.4M), SPY (+2.9K shares, valued at $1.9M), N/A (+9.2K shares, valued at $1.8M); decreased their positions in NVDA (-2.5K shares, valued at $433.7K), SPTM (-1.4K shares, valued at $107.9K), AAPL (-360 shares, valued at $91.4K); initiated new positions in N/A (+256.0K shares, valued at $6.4M), CVX (+1.3K shares, valued at $262.7K), AMAT (+637 shares, valued at $217.9K).

1M P&L

+3.8M+3.00%

3M P&L

+8.0M+6.47%

HY P&L

+10.4M+8.64%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A61.7M

53.9%

2Semiconductors13.9M

12.1%

3Farm & Heavy Construction Machinery4.7M

4.1%

Top Industries by Stock Count

1N/A19 stocks

30.2%

2Software - Infrastructure4 stocks

6.3%

3Semiconductors3 stocks

4.8%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPY STATE STR SPDR S&P 500 ETF T28.7K shares11.00%2026-03-312026-04-28

INVESCO QQQ TR INVESCO QQQ TR23.2K shares8.64%2026-03-312026-04-28

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T68.7K shares15.43%2026-03-312026-04-28

DIA STATE STR SPDR DOW JONES IND26.0K shares11.00%2026-03-312026-04-28

NVDA NVIDIA CORPORATION63.7K shares-3.76%2026-03-312026-04-28

IWM ISHARES TR25.9K shares18.30%2026-03-312026-04-28

DOUBLELINE ETF TRUST DOUBLELINE ETF TRUST256.0K sharesnew addition2026-03-312026-04-28

SPMD SPDR SERIES TRUST90.8K shares17.61%2026-03-312026-04-28

Sponsored

AAPL APPLE INC16.6K shares-2.12%2026-03-312026-04-28

SPYV SPDR SERIES TRUST61.9K shares34.05%2026-03-312026-04-28

MOAT VANECK ETF TRUST35.6K shares12.40%2026-03-312026-04-28

DE DEERE & CO5.9K shares-0.51%2026-03-312026-04-28

EEM ISHARES TR53.8K shares22.53%2026-03-312026-04-28

EFG ISHARES TR25.5K shares22.80%2026-03-312026-04-28

AMZN AMAZON COM INC12.4K shares0.98%2026-03-312026-04-28

SPTM SPDR SERIES TRUST26.2K shares-4.95%2026-03-312026-04-28

Sponsored

NFLX NETFLIX INC.21.5K shares-0.06%2026-03-312026-04-28

HD HOME DEPOT INC6.2K shares-0.19%2026-03-312026-04-28

MSFT MICROSOFT CORP5.2K shares1.00%2026-03-312026-04-28

AXON AXON ENTERPRISE INC4.3K shares-0.71%2026-03-312026-04-28

ISRG INTUITIVE SURGICAL INC3.9K shares0.00%2026-03-312026-04-28

MPWR MONOLITHIC PWR SYS INC1.6K shares-0.32%2026-03-312026-04-28

CAT CATERPILLAR INC2.0K shares-0.93%2026-03-312026-04-28

META META PLATFORMS INC2.5K shares-0.24%2026-03-312026-04-28

Sponsored

CRWD CROWDSTRIKE HLDGS INC3.0K shares0.78%2026-03-312026-04-28

MELI MERCADOLIBRE INC598 shares3.82%2026-03-312026-04-28

AMD ADVANCED MICRO DEVICES INC5.1K shares0.96%2026-03-312026-04-28

SHOP SHOPIFY INC8.1K shares0.35%2026-03-312026-04-28

WMT WALMART INC7.6K shares0.07%2026-03-312026-04-28

WM WASTE MGMT INC DEL4.1K shares-1.50%2026-03-312026-04-28

AFL AFLAC INC8.1K shares0.00%2026-03-312026-04-28

FTNT FORTINET INC10.6K shares1.78%2026-03-312026-04-28

Sponsored

VTHR VANGUARD SCOTTSDALE FDS2.9K shares-1.87%2026-03-312026-04-28

JNJ JOHNSON & JOHNSON3.4K shares-4.52%2026-03-312026-04-28

MDY STATE STR SPDR S&P MIDCAP 401.1K shares-1.51%2026-03-312026-04-28

PLTR PALANTIR TECHNOLOGIES INC4.6K shares-1.79%2026-03-312026-04-28

IVV ISHARES TR1.0K shares10.79%2026-03-312026-04-28

TSLA TESLA INC1.7K shares10.09%2026-03-312026-04-28

ALPHABET INC ALPHABET INC2.2K shares-8.72%2026-03-312026-04-28

LOW LOWES COS INC2.2K shares-0.88%2026-03-312026-04-28

Sponsored

COWZ PACER FDS TR8.5K shares0.94%2026-03-312026-04-28

ASML ASML HLDG NV381 shares0.00%2026-03-312026-04-28

CMI CUMMINS INC854 shares0.12%2026-03-312026-04-28

LLY ELI LILLY & CO498 shares0.40%2026-03-312026-04-28

PAYX PAYCHEX INC4.9K shares0.45%2026-03-312026-04-28

DIS DISNEY WALT CO4.7K shares-0.83%2026-03-312026-04-28

COST COSTCO WHOLESALE CORPORATION435 shares0.46%2026-03-312026-04-28

TTD THE TRADE DESK INC18.4K shares5.42%2026-03-312026-04-28

Sponsored

ROKU ROKU INC4.2K shares0.00%2026-03-312026-04-28

WFC WELLS FARGO & CO4.9K shares1.55%2026-03-312026-04-28

IBM INTERNATIONAL BUSINESS MACHS1.5K shares0.07%2026-03-312026-04-28

BA BOEING CO1.7K shares1.10%2026-03-312026-04-28

XOM EXXON MOBIL CORP1.9K shares3.56%2026-03-312026-04-28

IWF ISHARES TR701 shares0.00%2026-03-312026-04-28

ITOT ISHARES TR2.1K shares0.00%2026-03-312026-04-28

XLK SELECT SECTOR SPDR TR2.1K shares0.00%2026-03-312026-04-28

Sponsored

F FORD MTR CO24.1K shares0.00%2026-03-312026-04-28

ILMN ILLUMINA INC2.2K shares0.00%2026-03-312026-04-28

CVX CHEVRON CORPORATION1.3K sharesnew addition2026-03-312026-04-28

TEM TEMPUS AI INC5.7K shares46.67%2026-03-312026-04-28

ABCB AMERIS BANCORP3.2K shares0.19%2026-03-312026-04-28

HACK AMPLIFY ETF TR3.3K shares-0.80%2026-03-312026-04-28

JPM JPMORGAN CHASE & CO840 shares1.57%2026-03-312026-04-28

AMAT APPLIED MATLS INC637 sharesnew addition2026-03-312026-04-28

Sponsored

IVW ISHARES TR1.9K sharesnew addition2026-03-312026-04-28

IJR ISHARES TR1.7K shares0.00%2026-03-312026-04-28

XERS XERIS BIOPHARMA HOLDINGS INC17.0K shares0.00%2026-03-312026-04-28

POWERBANK CORP POWERBANK CORP15.0K sharesnew addition2026-03-312026-04-28

SPY

STATE STR SPDR S&P 500 ETF T

11.00%

Shares28.7K

Event2026-03-31

Filed2026-04-28

INVESCO QQQ TR

8.64%

Shares23.2K

Event2026-03-31

Filed2026-04-28

INVESCO EXCHANGE TRADED FD T

15.43%

Shares68.7K

Event2026-03-31

Filed2026-04-28

DIA

STATE STR SPDR DOW JONES IND

11.00%

Shares26.0K

Event2026-03-31

Filed2026-04-28

NVDA

NVIDIA CORPORATION

-3.76%

Shares63.7K

Event2026-03-31

Filed2026-04-28

IWM

ISHARES TR

18.30%

Shares25.9K

Event2026-03-31

Filed2026-04-28

DOUBLELINE ETF TRUST

New

Shares256.0K

Event2026-03-31

Filed2026-04-28

SPMD

SPDR SERIES TRUST

17.61%

Shares90.8K

Event2026-03-31

Filed2026-04-28

AAPL

APPLE INC

-2.12%

Shares16.6K

Event2026-03-31

Filed2026-04-28

SPYV

SPDR SERIES TRUST

34.05%

Shares61.9K

Event2026-03-31

Filed2026-04-28

MOAT

VANECK ETF TRUST

12.40%

Shares35.6K

Event2026-03-31

Filed2026-04-28

DEERE & CO

-0.51%

Shares5.9K

Event2026-03-31

Filed2026-04-28

EEM

ISHARES TR

22.53%

Shares53.8K

Event2026-03-31

Filed2026-04-28

EFG

ISHARES TR

22.80%

Shares25.5K

Event2026-03-31

Filed2026-04-28

AMZN

AMAZON COM INC

0.98%

Shares12.4K

Event2026-03-31

Filed2026-04-28

SPTM

SPDR SERIES TRUST

-4.95%

Shares26.2K

Event2026-03-31

Filed2026-04-28

NFLX

NETFLIX INC.

-0.06%

Shares21.5K

Event2026-03-31

Filed2026-04-28

HOME DEPOT INC

-0.19%

Shares6.2K

Event2026-03-31

Filed2026-04-28

MSFT

MICROSOFT CORP

1.00%

Shares5.2K

Event2026-03-31

Filed2026-04-28

AXON

AXON ENTERPRISE INC

-0.71%

Shares4.3K

Event2026-03-31

Filed2026-04-28

ISRG

INTUITIVE SURGICAL INC

0.00%

Shares3.9K

Event2026-03-31

Filed2026-04-28

MPWR

MONOLITHIC PWR SYS INC

-0.32%

Shares1.6K

Event2026-03-31

Filed2026-04-28

CAT

CATERPILLAR INC

-0.93%

Shares2.0K

Event2026-03-31

Filed2026-04-28