• 13F History

JBR Co Financial Management Inc

13F Filings History

Latest 13F report
Q1 2025 - Apr 21, 2025
Value $
$171M
Signature - Title
Kayla Tweedy - Partner
Location
Ardmore, OK
Summary
This page shows a list of all the recent 13F filings made by JBR Co Financial Management Inc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. JBR Co Financial Management Inc reported 114 stock holdings with total value $171M as of Q1 2025. Top holdings included NVDA, VGT, BIL, AAPL, and SPLG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 114 $171M +$20.2M -$2.76M +$17.4M NVDA, VGT, BIL, AAPL, SPLG 13F-HR 4/21/2025, 10:38 AM
Q4 2024 99 $164M +$12.7M -$4.74M +$7.94M NVDA, VGT, AAPL, SPLG, QQQM 13F-HR 2/3/2025, 05:42 PM
Q3 2024 105 $153M +$7.01M -$3.27M +$3.74M NVDA, VGT, AAPL, QQQM, SPLG 13F-HR 10/10/2024, 10:23 AM
Q2 2024 102 $142M +$31.8M -$2.26M +$29.6M NVDA, VGT, AAPL, QQQM, CVX 13F-HR 7/15/2024, 11:27 AM
Q1 2024 96 $125M +$10.5M -$6.56M +$3.96M NVDA, VGT, AAPL, CVX, QQQ 13F-HR 5/9/2024, 10:42 AM
Q4 2023 89 $106M $0 $0 NVDA, VGT, AAPL, CVX, QQQ 13F-HR 4/18/2024, 05:42 PM