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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
42
2
9
1
3
1
29
4
6
JACOBUS WEALTH MANAGEMENT INC

Time Period2017-09-30

Total Holdings207

Total Value ($x1000)381,967
Activities
New4

Increased41

Unchanged128

Decreased34

Sold Out2

Top 10 Stock Holdingstotal 36.46%
SPY5.31

JPM4.87

DGRW4.17

MDY3.86

IHDG3.84

 
VIG3.55

DON3.24

IJR2.93

DES2.36

BP2.33

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SPY
5.31%
TR UNIT
JPM
4.87%
COM
DGRW
4.17%
US DIVD GRT FD
MDY
3.86%
UTSER1 S&PDCRP
IHDG
3.84%
ITL HDG DIV GT
VIG
3.55%
DIV APP ETF
DON
3.24%
MIDCAP DIVI FD
IJR
2.93%
CORE S&P SCP ETF
DES
2.36%
SMALLCAP DIVID
BP
2.33%
SPONSORED ADR
SPLV
2.24%
S&P500 LOW VOL
HEDJ
2.16%
EUROPE HEDGED EQ
VO
2.13%
MID CAP ETF
CSFL
2.12%
COM
DXJ
1.97%
JAPN HEDGE EQT
JPC
1.83%
COM
FEI
1.83%
COM
IWP
1.72%
RUS MD CP GR ETF
PFF
1.51%
U.S. PFD STK ETF
VEU
1.45%
ALLWRLD EX US
DTN
1.45%
DIV EX-FINL FD
IWF
1.43%
RUS 1000 GRW ETF
ABBV
1.38%
COM
DBEF
1.2%
XTRAK MSCI EAFE
VGT
1.16%
INF TECH ETF
JPI
1.02%
COM
GDV
0.98%
COM
FEN
0.97%
COM
FMO
0.91%
COM
IWR
0.88%
RUS MID-CAP ETF
CHY
0.88%
COM SHS
JMF
0.84%
COM
ABT
0.83%
COM
ETV
0.79%
COM
VTR
0.79%
COM
KMI
0.79%
COM
IVV
0.73%
CORE S&P500 ETF
BGY
0.7%
COM BENE INTER
USB
0.68%
COM NEW
FISV
0.66%
COM
KYN
0.65%
COM
MSFT
0.63%
COM
BMY
0.62%
COM
JTD
0.6%
COM
IGA
0.57%
COM
VB
0.55%
SMALL CP ETF
FIS
0.54%
COM
AAPL
0.48%
COM
ITW
0.47%
COM
NTRS
0.45%
COM
SIVB
0.44%
COM
BRK.A
0.43%
CL A
WFC
0.42%
COM
VUG
0.42%
GROWTH ETF
IWB
0.42%
RUS 1000 ETF
MMP
0.42%
COM UNIT RP LP
CHW
0.41%
COM
JMLP
0.35%
COM
RPM
0.35%
COM
KSU
0.34%
COM NEW
TYG
0.33%
COM
MBFI
0.32%
COM
GAB
0.3%
COM
DHR
0.3%
COM
RY
0.29%
COM
JCE
0.28%
COM
W P CARE...
0.27%
COM
WATERSTO...
0.27%
COM
RJF
0.26%
COM
CWB
0.26%
BRC CNV SECS ETF
SCHF
0.26%
INTL EQTY ETF
EPD
0.25%
COM
VEA
0.25%
FTSE DEV MKT ETF
ADP
0.25%
COM
JNJ
0.25%
COM
EEMV
0.23%
EM MK MINVOL ETF
PEY
0.23%
HI YLD EQ DVDN
TXN
0.22%
COM
SRCE
0.2%
COM
CFR
0.2%
COM
FAST
0.2%
COM
BHBK
0.19%
COM
MTB
0.19%
COM
SXL
0.19%
COM UNITS
MINT
0.18%
ENHAN SHRT MAT
PB
0.18%
COM
TRV
0.18%
COM
IBB
0.18%
NASDQ BIOTEC ETF
SON
0.18%
COM
TROW
0.18%
COM
AMJ
0.18%
ALERIAN ML ETN
HACK
0.18%
ISE CYBER SEC
GE
0.17%
COM
CBSH
0.17%
COM
AXP
0.17%
COM
CVX
0.16%
COM
HD
0.16%
COM
KMB
0.16%
COM
GMZ
0.15%
SHS
TEGP
0.15%
CL A
DOO
0.15%
INTL DIV EX FINL
MCD
0.14%
COM
WABC
0.14%
COM
STT
0.14%
COM
VZ
0.13%
COM
HHC
0.13%
COM
ETE
0.13%
COM UT LTD PTN
BBT
0.13%
COM
ENB
0.13%
COM
AMGN
0.13%
COM
QQQ
0.13%
UNIT SER 1
BMO
0.12%
COM
AMT
0.12%
COM
FTV
0.12%
COM
HYS
0.12%
0-5 HIGH YIELD
VTI
0.12%
TOTAL STK MKT
MRK
0.11%
COM
XLK
0.11%
TECHNOLOGY
IJK
0.11%
S&P MC 400GR ETF
EWT
0.1%
MSCI TAIWAN ETF
MGEE
0.1%
COM
PEP
0.1%
COM
WAG
0.09%
COM
GIS
0.08%
COM
ISBC
0.08%
COM
IJJ
0.08%
S&P MC 400VL ETF
BMRC
0.08%
COM
XOM
0.08%
COM
CELG
0.08%
COM
MVC
0.08%
COM
CHTR
0.08%
CL A
INDY
0.08%
INDIA 50 ETF
FB
0.08%
CL A
IWM
0.08%
RUSSELL 2000 ETF
SBRA
0.07%
COM
WY
0.07%
COM
WBB
0.07%
COM
RSP
0.07%
GUG S&P500 EQ WT
LMT
0.07%
COM
CEQP
0.07%
PARTNER
MPLX
0.07%
COM UNIT REP LTD
MO
0.07%
COM
SCHM
0.07%
US MID-CAP ETF
D
0.07%
COM
BPL
0.07%
UNIT LTD PARTN
OXY
0.07%
COM
UL
0.07%
SPON ADR NEW
NOVO NOR...
0.07%
ADR
PFE
0.07%
COM
PG
0.07%
COM
WBT
0.06%
COM
MMC
0.06%
COM
SCHA
0.06%
US SML CAP ETF
HDGE
0.06%
RANGER EQUITY BE
KO
0.06%
COM
EMR
0.06%
COM
AMAT
0.06%
COM
DIS
0.06%
COM DISNEY
AMZN
0.06%
COM
IJH
0.06%
CORE S&P MCP ETF
JKF
0.05%
MRNGSTR LG-CP VL
BRK.B
0.05%
CL B NEW
GOOGL
0.05%
CAP STK CL A
MA
0.05%
CL A
SPH
0.05%
UNIT LTD PARTN
STI
0.05%
COM
DPM
0.05%
COM UT LTD PTN
PNC
0.05%
COM
VV
0.05%
LARGE CAP ETF
AYI
0.05%
COM
VOT
0.05%
MCAP GR IDXVIP
PSX
0.05%
COM
CMI
0.05%
COM
EQM
0.05%
UNIT LTD PARTN
COP
0.05%
COM
NFBK
0.05%
COM
CONE
0.04%
COM
SNH
0.04%
SH BEN INT
CDK
0.04%
COM
T
0.04%
COM
GEL
0.04%
UNIT LTD PARTN
MCHP
0.04%
COM
MIC
0.04%
MEMBERSHIP INT
SPGI
0.04%
COM
SBUX
0.04%
COM
INTC
0.04%
COM
MPC
0.04%
COM
CEF
0.04%
CL A
WMT
0.04%
COM
LLY
0.04%
COM
CITIGROU...
0.04%
COM
GOOG
0.04%
CAP STK CL C
CCE
0.03%
SHS
XLV
0.03%
SBI HEALTHCARE
VNQ
0.03%
REIT ETF
PRU
0.03%
COM
SCHG
0.03%
US LCAP GR ETF
GLW
0.03%
COM
ROK
0.03%
COM
GS
0.03%
COM
BUD
0.03%
SPONSORED ADR
ADI
0.03%
COM
TPZ
0.03%
COM
BAX
0.03%
COM
YUM
0.03%
COM
COST
0.03%
COM
POWERSHA...
0.03%
UBI
GGP INC....
0.16%
COM
CCP
0.08%
COM