JSF Financial, LLC Q1 2025 Filing
Filed May 7, 2025
Portfolio Value
$379.1B
Holdings
121
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (121 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | MDYSPDR S&P MIDCAP 400 ETF TR | 518 | $276.1M | 0.07% | |
| 102 | PEPPEPSICO INC | 1,828 | $274.1M | 0.07% | |
| 103 | SCHXSCHWAB STRATEGIC TR | 11,768 | $259.8M | 0.07% | |
| 104 | KKRKKR & CO INC | 2,232 | $258.0M | 0.07% | |
| 105 | PLTRPALANTIR TECHNOLOGIES INC | 3,048 | $257.3M | 0.07% | |
| 106 | VEAVANGUARD TAX-MANAGED FDS | 5,058 | $257.1M | 0.07% | |
| 107 | XLFISELECT SECTOR SPDR TR | 3,016 | $246.4M | 0.06% | |
| 108 | XLESELECT SECTOR SPDR TR | 2,477 | $231.4M | 0.06% | |
| 109 | NTNXNUTANIX INC | 3,175 | $221.6M | 0.06% | |
| 110 | CSCOCISCO SYS INC | 3,576 | $220.7M | 0.06% | |
| 111 | BXBLACKSTONE INC | 1,564 | $218.6M | 0.06% | |
| 112 | MOALTRIA GROUP INC | 3,581 | $214.9M | 0.06% | |
| 113 | VTVVANGUARD INDEX FDS | 1,227 | $212.0M | 0.06% | |
| 114 | RSPINVESCO EXCHANGE TRADED FD T | 1,222 | $211.8M | 0.06% | |
| 115 | SBUXSTARBUCKS CORP | 2,144 | $210.3M | 0.06% | |
| 116 | MCDMCDONALDS CORP | 672 | $210.0M | 0.06% | |
| 117 | KOCOCA COLA CO | 2,913 | $208.6M | 0.06% | |
| 118 | IVWISHARES TR | 2,189 | $203.2M | 0.05% | |
| 119 | KYNKAYNE ANDERSON ENERGY INFRST | 10,615 | $136.2M | 0.04% | |
| 120 | ALXOALX ONCOLOGY HLDGS INC | 17,500 | $10.9M | 0.00% | |
| 121 | HYMCHYCROFT MINING HOLDING CORP | 10,000 | $25K | 0.00% |
PreviousPage 2 of 2