Jackson Wealth Management, LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 20, 2026), Jackson Wealth Management, LLC reported 148 stock positions worth $1.0 billion. Its top holding was Treasury Bill (b 0 03/05/26) at 9.8% of the portfolio, followed by Microsoft (MSFT, 6.4%) and Broadcom (AVGO, 5.6%). Compared with Q3 2025, it opened 8 new positions, sold out of 22, added to 72 and reduced 42. The biggest buy was a new position in Treasury Bill (b 0 03/05/26) and the biggest sale an exit from Treasury Bill (b 0 12/04/25).

Most Recent 13F
Q2 2026
Location
LAKE MARY, FL
CIK
0001536799
Portfolio Value
$1.0B (Q4 2025)
SEC Filing
0001536799-26-000001 ↗ filed Jan 20, 2026

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $800.3M Q1 2024 Q2 2024: $466.4M Q2 2024 Q3 2024: $837.8M Q3 2024 Q4 2024: $881.9M Q4 2024 Q1 2025: $823.2M Q1 2025 Q2 2025: $918.9M Q2 2025 Q3 2025: $1.0B Q3 2025 Q4 2025: $1.0B $1.0B Q4 2025 Q1 2026: $972.1M Q1 2026 Q2 2026: $169.9M Q2 2026

Holdings 148 stocks · $1.0B
TREASURY BILL (B 0 03/05/26) filed as UNITED STATES TREAS BILLS 9.81% 101,371,000 $100.8M New
MSFT Microsoft Corp. 6.39% 135,600 $65.6M Add +1.4%
AVGO Broadcom Inc. 5.60% 166,160 $57.5M Reduce -1.9%
AAPL Apple Inc. 5.43% 205,198 $55.8M Add +1.7%
SWVXX Schwa Prime Adv Money FD-Inv filed as SCHWAB PRIME ADVANTAGE MONEY INVESTOR 4.86% 49,935,279 $49.9M Reduce -3.8%
SPYM Ste STR SPDR PT S&P 500 ETF 4.15% 530,805 $42.6M Reduce -5.9%
VOO Vanguard S&P 500 ETF 3.96% 64,811 $40.6M Add +6.3%
KLAC KLA Corp. 2.61% 22,077 $26.8M Add +0.4%
SWOXX Schwab Municipal Money-Ult 2.41% 24,793,268 $24.8M Add +6.5%
IVV iShares Core S&P 500 ETF 2.36% 35,369 $24.2M Add +8.0%
OEF iShares S&P 100 ETF 1.99% 59,447 $20.4M Add +6.3%
QQQM Invesco Nasdaq 100 ETF 1.87% 75,888 $19.2M Add +3.0%
GOOGL Alphabet Inc. Class A 1.83% 59,950 $18.8M Add +1.9%
LRCX Lam Research Corp. 1.76% 105,571 $18.1M Add +1.5%
MA Mastercard Inc. Class A 1.76% 31,587 $18.0M Add +3.7%
COST Costco Wholesale Corp. 1.68% 19,959 $17.2M Add +0.0%
DGRO iShares Core Dividend Growth 1.57% 232,238 $16.1M Add +2.6%
META Meta Platforms Inc. Class A 1.42% 22,071 $14.6M Add +17.7%
SMH Vaneck Semiconductor ETF 1.34% 38,323 $13.8M Add +1.1%
NVDA Nvidia Corp. 1.34% 73,935 $13.8M Add +1.5%
EVR Evercore Inc. Class A 1.33% 40,105 $13.6M Add +1.6%
GOOG Alphabet Inc. Class C 1.31% 43,004 $13.5M Add +2.2%
QQQ Invesco QQQ Trust Series 1 1.30% 21,703 $13.3M Add +5.3%
TSM Taiwan Semiconductor-SP ADR 1.07% 36,284 $11.0M Add +2.1%
SPHQ Invesco S&P 500 Quality ETF 1.06% 145,703 $10.9M Add +0.9%
ORCL Oracle Corp. 1.05% 55,441 $10.8M Add +9.2%
IYW iShares Ustechnology ETF 1.05% 53,941 $10.8M Add +4.6%
ABBV Abbvie Inc. 1.02% 45,911 $10.5M Add +3.5%
BX Blackstone Inc. 1.02% 67,835 $10.5M Reduce -2.8%
COR Cencora Inc. 0.95% 28,856 $9.7M Add +1.4%
Jp Morgan Enhanced Index filed as TAJPMGNENINDX 0.94% 1,145,621 $9.6M Reduce -0.3%
IWF iShares Russell 1000 Growth 0.84% 18,261 $8.6M Reduce -15.8%
ETN Eaton Corp. PLC 0.84% 27,031 $8.6M Reduce -0.5%
XLG Invesco S&P 500 Top 50 ETF 0.83% 143,580 $8.5M Add +1.1%
SPMO Invesco S&P 500 Momentum ETF 0.79% 67,918 $8.1M Add +13.6%
Scudder Vit Equity 500 Index filed as DWS EQUITY 500 INDEX VIP 0.78% 135,788 $8.0M Reduce -0.2%
SPYG SS SPDR P S&P 500 Growth ETF 0.74% 71,119 $7.6M New
ARES Ares Management Corp. Class A 0.69% 44,080 $7.1M Add +2.4%
URI United Rentals Inc. 0.68% 8,595 $7.0M Add +2.0%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.67% 26,549 $6.9M Add +0.9%
AMZN Amazon.com Inc. 0.67% 29,596 $6.8M Add +2.3%
FEZ State Street SPDR Euro Stoxx 0.55% 88,062 $5.7M Reduce -0.9%
SPY SS SPDR S&P 500 ETF Trust-US 0.54% 8,166 $5.6M Add +2.7%
MGK Vngrd Mrgstr MG CP GR ETF-Ui 0.53% 13,073 $5.4M Add +0.7%
AVIP CORE PLUS BOND I 0.51% 227,849 $5.2M Reduce -1.0%
V Visa Inc. Class A 0.49% 14,400 $5.0M Add +2.1%
BRK.B Berkshire Hathaway Inc. Class B 0.49% 10,028 $5.0M Add +3.5%
WMB Williams Cos Inc. 0.49% 83,755 $5.0M Add +3.1%
LMT Lockheed Martin Corp. 0.49% 10,350 $5.0M Add +3.1%
MV076195X filed as MetLife Stock Index Portfolio 0.47% 77,401 $4.8M Reduce -0.4%
MGC Vngrd Mrngstr MG Cap ETF-Usd 0.45% 18,357 $4.6M Reduce -0.9%
BSX Boston Scientific Corp. 0.44% 47,607 $4.5M Add +1.8%
EQ/AB SHORT DUR GOV BOND filed as EQ/EQUITY 500 INDEX 0.44% 77,402 $4.5M Reduce -38.7%
SNAXX Schwa Prime Adv Money FD-Ult filed as SCHWAB PRIME ADVANTAGE MONEY ULTRA 0.42% 4,314,586 $4.3M Add +135.7%
HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC 0.41% 52,890 $4.2M Add +5.4%
EQ/LARGE CAP GROWTH INDEX 0.40% 79,914 $4.2M Reduce -5.9%
BLK BlackRock Inc. 0.40% 3,837 $4.1M Add +5.5%
PH Parker Hannifin Corp. 0.39% 4,613 $4.1M Add +1.4%
HDV iShares Core High Dividend E 0.35% 29,417 $3.6M Add +5.3%
MAGS Roundhill Magnificent Seven 0.34% 53,534 $3.5M Add +6.2%
VYM Vanguard High DVD Yield ETF 0.34% 24,248 $3.5M Add +5.5%
AMP Ameriprise Financial Inc. 0.33% 6,933 $3.4M Reduce -22.3%
KMI Kinder Morgan Inc. 0.32% 119,346 $3.3M Add +1.9%
USMC Principal US Mega-Cap ETF 0.30% 44,418 $3.0M Add +2.2%
AXP American Express Co. 0.27% 7,512 $2.8M Add +2.0%
TDIV FT Nasdaq Tech DVD Index FD 0.26% 27,616 $2.7M Add +5.8%
AVIP S&P 500(R) INDEX (GEODE) I 0.25% 41,225 $2.6M Reduce -1.4%
EQ/EQUITY 500 INDEX 0.25% 16,778 $2.5M No change
RSPU Invesco S&P 500 Equal Weight 0.24% 33,230 $2.5M Add +3.5%
Metlife Stock Index 0.24% 41,969 $2.5M Reduce -2.1%
PANW Palo Alto Networks Inc. 0.24% 13,146 $2.4M Add +8.4%
LPLA LPL Financial Holdings Inc. 0.21% 6,096 $2.2M Reduce -8.6%
Metlife Stock Index 0.20% 31,305 $2.0M No change
TA JPMorgan Enhanced Index V filed as TAJPMGNENINDX 0.17% 323,279 $1.7M Reduce -0.9%
BTI British American Tob-SP ADR 0.17% 30,397 $1.7M Add +5.8%
PG The Procter & Gamble Co. 0.16% 11,721 $1.7M Add +1.4%
TA WMC DIV GROWTH filed as TAWMCUSGROWTH 0.16% 234,206 $1.6M Reduce -0.4%
VUG Vanguard Mrngstar GR ETF-Sui 0.16% 3,280 $1.6M Reduce -4.0%
TA WMC DIV GROWTH filed as TAWMCUSGROWTH 0.14% 281,902 $1.5M Reduce -0.3%
QRVO Qorvo Inc. 0.14% 17,123 $1.4M Reduce -0.5%
SCOXX Schwab Trsry Obl MNY-Ult 0.14% 1,387,259 $1.4M Reduce -6.9%
HD Home Depot Inc. 0.12% 3,649 $1.3M Add +1.0%
JNL/MELLON S&P 500 INDEX 0.12% 21,951 $1.2M No change
SNOXX Schwab Trsry Obl MNY-Inv 0.11% 1,150,304 $1.1M Reduce -1.7%
IAI iShares U.S. Broker-Dealers 0.11% 6,407 $1.1M Add +22.5%
XMMO Invesco S&P Midcap Momentum 0.11% 7,908 $1.1M Add +24.1%
IWV iShares Russell 3000 ETF 0.11% 2,801 $1.1M No change
XOM Exxon Mobil Corp. 0.10% 8,816 $1.1M Add +1.7%
WMT Walmart Inc. 0.10% 9,481 $1.1M Reduce -3.0%
West Asset Management Us Govt filed as Western Asset Management U.S. Governme 0.10% 64,613 $1.0M Add +1.6%
VTI VG Morningstar TS MKT ETF-US 0.10% 3,064 $1.0M Reduce -10.5%
SSG S&P 500 INDEX 0.09% 3,434 $956K No change
PRGFX T Rowe PR Growth Stock-Inv filed as GROWTH STOCK 0.08% 7,495 $806K No change
CMLIX Congress Large Cap Grow-Inst 0.07% 15,481 $762K Add +7.2%
VDIGX Vanguard Dividend Growth-Inv 0.07% 22,061 $725K No change
GUARANTEED INTEREST ACCT 0.07% 669,798 $670K Add +0.9%
HARTFORD DISCIPLINED EQ 0.06% 79,659 $619K No change
EQ/GROWTH STRATEGY 0.06% 20,301 $602K Reduce -4.5%
SWPPX Schwab S&P 500 Index-Sel 0.05% 30,652 $538K Add +1.1%
PRK Park National Corp. 0.05% 3,384 $515K No change
LLY Eli Lilly & Co. 0.05% 460 $494K Add +6.5%
500 INDEX 0.05% 7,843 $470K No change
TA US Government Securities VP filed as TAAEGONUSGOVSEC 0.04% 336,031 $454K Reduce -1.0%
MV16519DV filed as Western Asset Management U.S. Governme 0.04% 25,878 $449K Reduce -0.4%
TAJPMGNENINDX 0.04% 64,262 $443K No change
LNAC3V014 filed as AMERICAN FUNDS GROWTH-INCOME-CLASS 2 0.04% 42,251 $435K No change
IWL iShares Russell Top 200 ETF 0.04% 2,535 $433K Add +4.9%
Transamerica Us Govt Securities filed as TAAEGONUSGOVSEC 0.04% 225,844 $423K Reduce -0.3%
AEG007156 filed as TAS&P500INDEX 0.04% 14,335 $403K No change
EQ/EQUITY 500 INDEX 0.04% 3,053 $394K Reduce -1.6%
DUK Duke Energy Corp. 0.03% 3,043 $357K Reduce -5.3%
VVIAX VNGD Mrgstr Value Idx FD-Adm 0.03% 4,705 $351K No change
CLBAX American Balanced Fund-529A 0.03% 9,141 $342K Add +11.4%
JPM JPMorgan Chase & Co. 0.03% 1,053 $339K Reduce -4.9%
WPC WP Carey Inc. 0.03% 5,233 $337K No change
AMD Advanced Micro Devices 0.03% 1,561 $334K New
DFEOX Dfa US Core Eqty 1 Port-Inst filed as DFA INVT DIMENSIONS GROUP IN US CORE EQ 1PT 0.03% 6,639 $329K No change
MV049191Y filed as JENNISON GROWTH PORT 0.03% 3,929 $329K No change
MFEGX MFS Growth Fund-A 0.03% 1,774 $310K Add +14.8%
Scudder Money Market filed as DWS GOVT MONEY MARKET VIP 0.03% 26,320 $308K Reduce -0.5%
500 INDEX 0.03% 5,292 $307K Reduce -0.5%
TA WMC DIV GROWTH filed as TAWMCUSGROWTH 0.03% 5,582 $307K No change
TA WMC DIV GROWTH filed as TAWMCUSGROWTH 0.03% 5,429 $293K Reduce -0.0%
JNJ Johnson & Johnson 0.03% 1,388 $287K Add +2.1%
Fidelity VIP Contrafund Svc Clas 0.03% 40,232 $285K Reduce -1.8%
Metlife Stock Index 0.03% 4,918 $278K No change
CHAT Roundhill Gen AI & Tech ETF 0.03% 4,506 $266K Add +29.4%
S&P500INDEXFUND 0.03% 264,476 $264K No change
AIQ Global X Art Intel & Tech 0.02% 4,876 $248K New
VFIAX Vanguard 500 Index-Adm 0.02% 390 $247K Add +0.3%
BR EQUITY INDEX 0.02% 2,241 $244K No change
IGPT Invesco AI and Next Gen Soft 0.02% 4,090 $243K New
SCHB Schwab US Broad Market ETF 0.02% 9,182 $241K No change
AMERFUNDAAFUND 0.02% 68,286 $238K Reduce -1.7%
GLD SPDR Gold Shares 0.02% 599 $237K Reduce -13.9%
IAU iShares Gold Trust 0.02% 2,723 $221K Reduce -14.7%
SGOL Abrdn Physical Gold Shares 0.02% 5,317 $218K Reduce -14.8%
APH Amphenol Corp. Class A 0.02% 1,589 $215K New
SYK Stryker Corp. 0.02% 608 $214K Add +1.3%
INTC Intel Corp. 0.02% 5,751 $212K New
ESGU iShares ESG Aware MSCI USA 0.02% 1,359 $202K New
ZOMDF Zomedica Corp. 0.01% 639,510 $65K No change
FKINX Franklin Income Fund-A1 0.00% 12,540 $31K Add +1.6%
AFAXX Amer FNDS US Govt MMKT-A filed as AF U.S. GOVERNMENT MONEY MARKET-A 0.00% 26,586 $27K Add +2.6%
RACXX Amer FNDS US Govt MMKT-R3 filed as AF U.S. GOVERNMENT MONEY MARKET-R3 0.00% 26,035 $26K Add +7.3%
CTTC Calmare Therapeutics Inc. 0.00% 126,906 $0 No change
ECPN El Capitan Precious Metals 0.00% 15,740 $0 No change
MMNFQ Medmen Enterprises Inc. Class B 0.00% 50,000 $0 No change

Portfolio Sells Q3 2025 → Q4 2025
TREASURY BILL (B 0 12/04/25) Sold out 0.00% −9.35
FTNT Fortinet Inc. Sold out 0.00% −0.56
SWVXX Schwa Prime Adv Money FD-Inv Reduce -3.8% 4.86% −0.33
SPYM Ste STR SPDR PT S&P 500 ETF Reduce -5.9% 4.15% −0.27
ETN Eaton Corp. PLC Reduce -0.5% 0.84% −0.18
BX Blackstone Inc. Reduce -2.8% 1.02% −0.17
IWF iShares Russell 1000 Growth Reduce -15.8% 0.84% −0.17
EQ/AB SHORT DUR GOV BOND Reduce -38.7% 0.44% −0.12
AMP Ameriprise Financial Inc. Reduce -22.3% 0.33% −0.11
PLTR Palantir Technologies Inc. Class A Sold out 0.00% −0.07
WDC Western Digital Corp. Sold out 0.00% −0.07
RCL Royal Caribbean Cruises Ltd. Sold out 0.00% −0.07
STX Seagate Technology Holdings Sold out 0.00% −0.06
NFLX Netflix Inc. Sold out 0.00% −0.06
GEV GE Vernova Inc. Sold out 0.00% −0.06
DASH DoorDash Inc. Class A Sold out 0.00% −0.06
HWM Howmet Aerospace Inc. Sold out 0.00% −0.06
TPR Tapestry Inc. Sold out 0.00% −0.05
IBKR Interactive Brokers Gro Class A Sold out 0.00% −0.05
JBL Jabil Inc. Sold out 0.00% −0.05
NRG NRG Energy Inc. Sold out 0.00% −0.05
VST Vistra Corp. Sold out 0.00% −0.05
CEG Constellation Energy Sold out 0.00% −0.05
RL Ralph Lauren Corp. Sold out 0.00% −0.05
AXON Axon Enterprise Inc. Sold out 0.00% −0.05
CCL Carnival Corp. Sold out 0.00% −0.05
UAL United Airlines Holdings Inc. Sold out 0.00% −0.04
EQ/EQUITY 500 INDEX Sold out 0.00% −0.03
EQ/LARGE CAP GROWTH INDEX Reduce -5.9% 0.40% −0.02
QRVO Qorvo Inc. Reduce -0.5% 0.14% −0.02
SCOXX Schwab Trsry Obl MNY-Ult Reduce -6.9% 0.14% −0.01
VTI VG Morningstar TS MKT ETF-US Reduce -10.5% 0.10% −0.01
AVIP CORE PLUS BOND I Reduce -1.0% 0.51% −0.01
LPLA LPL Financial Holdings Inc. Reduce -8.6% 0.21% −0.01
Jp Morgan Enhanced Index Reduce -0.3% 0.94% −0.01
VUG Vanguard Mrngstar GR ETF-Sui Reduce -4.0% 0.16% −0.01
Metlife Stock Index Reduce -2.1% 0.24% −0.01
Scudder Vit Equity 500 Index Reduce -0.2% 0.78% −0.01
DUK Duke Energy Corp. Reduce -5.3% 0.03% −0.01
SNOXX Schwab Trsry Obl MNY-Inv Reduce -1.7% 0.11% −0.01
AVIP S&P 500(R) INDEX (GEODE) I Reduce -1.4% 0.25% −0.00
MV076195X Reduce -0.4% 0.47% −0.00
EQ/GROWTH STRATEGY Reduce -4.5% 0.06% −0.00
MGC Vngrd Mrngstr MG Cap ETF-Usd Reduce -0.9% 0.45% −0.00
TA WMC DIV GROWTH Reduce -0.4% 0.16% −0.00
TA JPMorgan Enhanced Index V Reduce -0.9% 0.17% −0.00
TA WMC DIV GROWTH Reduce -0.3% 0.14% −0.00
JPM JPMorgan Chase & Co. Reduce -4.9% 0.03% −0.00
SGOL Abrdn Physical Gold Shares Reduce -14.8% 0.02% −0.00
IAU iShares Gold Trust Reduce -14.7% 0.02% −0.00

Portfolio Buys Q3 2025 → Q4 2025
TREASURY BILL (B 0 03/05/26) New 9.81% +9.81
SPYG SS SPDR P S&P 500 Growth ETF New 0.74% +0.74
GOOGL Alphabet Inc. Class A Add +1.9% 1.83% +0.40
LRCX Lam Research Corp. Add +1.5% 1.76% +0.37
AAPL Apple Inc. Add +1.7% 5.43% +0.29
GOOG Alphabet Inc. Class C Add +2.2% 1.31% +0.29
KLAC KLA Corp. Add +0.4% 2.61% +0.24
SNAXX Schwa Prime Adv Money FD-Ult Add +135.7% 0.42% +0.24
VOO Vanguard S&P 500 ETF Add +6.3% 3.96% +0.22
IVV iShares Core S&P 500 ETF Add +8.0% 2.36% +0.17
OEF iShares S&P 100 ETF Add +6.3% 1.99% +0.12
SMH Vaneck Semiconductor ETF Add +1.1% 1.34% +0.11
SWOXX Schwab Municipal Money-Ult Add +6.5% 2.41% +0.09
TSM Taiwan Semiconductor-SP ADR Add +2.1% 1.07% +0.08
SPMO Invesco S&P 500 Momentum ETF Add +13.6% 0.79% +0.07
QQQ Invesco QQQ Trust Series 1 Add +5.3% 1.30% +0.06
COR Cencora Inc. Add +1.4% 0.95% +0.06
PH Parker Hannifin Corp. Add +1.4% 0.39% +0.05
HSBC HSBC Holdings PLC-Spons ADR Add +5.4% 0.41% +0.05
QQQM Invesco Nasdaq 100 ETF Add +3.0% 1.87% +0.05
META Meta Platforms Inc. Class A Add +17.7% 1.42% +0.04
IYW iShares Ustechnology ETF Add +4.6% 1.05% +0.04
AMD Advanced Micro Devices New 0.03% +0.03
AMZN Amazon.com Inc. Add +2.3% 0.67% +0.03
DGRO iShares Core Dividend Growth Add +2.6% 1.57% +0.03
AXP American Express Co. Add +2.0% 0.27% +0.03
AIQ Global X Art Intel & Tech New 0.02% +0.02
IGPT Invesco AI and Next Gen Soft New 0.02% +0.02
MA Mastercard Inc. Class A Add +3.7% 1.76% +0.02
APH Amphenol Corp. Class A New 0.02% +0.02
INTC Intel Corp. New 0.02% +0.02
XMMO Invesco S&P Midcap Momentum Add +24.1% 0.11% +0.02
ESGU iShares ESG Aware MSCI USA New 0.02% +0.02
IAI iShares U.S. Broker-Dealers Add +22.5% 0.11% +0.02
MAGS Roundhill Magnificent Seven Add +6.2% 0.34% +0.02
BTI British American Tob-SP ADR Add +5.8% 0.17% +0.02
LLY Eli Lilly & Co. Add +6.5% 0.05% +0.02
VYM Vanguard High DVD Yield ETF Add +5.5% 0.34% +0.01
SPY SS SPDR S&P 500 ETF Trust-US Add +2.7% 0.54% +0.01
XLG Invesco S&P 500 Top 50 ETF Add +1.1% 0.83% +0.01
V Visa Inc. Class A Add +2.1% 0.49% +0.01
SPHQ Invesco S&P 500 Quality ETF Add +0.9% 1.06% +0.01
HDV iShares Core High Dividend E Add +5.3% 0.35% +0.01
XOM Exxon Mobil Corp. Add +1.7% 0.10% +0.01
ARES Ares Management Corp. Class A Add +2.4% 0.69% +0.01
CHAT Roundhill Gen AI & Tech ETF Add +29.4% 0.03% +0.00
BRK.B Berkshire Hathaway Inc. Class B Add +3.5% 0.49% +0.00
MGK Vngrd Mrgstr MG CP GR ETF-Ui Add +0.7% 0.53% +0.00
TDIV FT Nasdaq Tech DVD Index FD Add +5.8% 0.26% +0.00
JNJ Johnson & Johnson Add +2.1% 0.03% +0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 86$169.9MSNAXX, SWVXX, Jp Morgan Enhanced Index, Scudder Vit Equity 500 Index, KLAC
Q1 2026 148$972.1MTREASURY BILL (B 0 06/09/26), AAPL, MSFT, AVGO, SWVXX
Q4 2025 148$1.0BTREASURY BILL (B 0 03/05/26), MSFT, AVGO, AAPL, SWVXX
Q3 2025 162$1.0BTREASURY BILL (B 0 12/04/25), MSFT, AVGO, SWVXX, AAPL
Q2 2025 162$918.9MTREASURY BILL (B 0 09/04/25), MSFT, SWVXX, AVGO, AAPL
Q1 2025 169$823.2MTREASURY BILL (B 0 06/03/25), SWVXX, MSFT, AAPL, VOO
Q4 2024 164$881.9MTREASURY BILL (B 0 03/06/25), VOO, MSFT, AAPL, AVGO
Q3 2024 161$837.8MTREASURY BILL (B 0 12/05/24), MSFT, SWVXX, VOO, AAPL
Q2 2024 118$466.4MTREASURY BILL (B 0 09/05/24), VOO, MSFT, AAPL, SWVXX
Q1 2024 150$800.3MTREASURY BILL (B 0 06/04/24), VOO, MSFT, SWVXX, TREASURY BILL (B 0 06/20/24)