13F Filings History of Jacobus Wealth Management, Inc.

Latest 13F report
Q3 2017 - 31 Oct 2017
Value $
$381,967,000
Signature - Title
Robert R. Lapointe - Managing Director, CCO
Location
Milwaukee, WI
Summary
This page shows a list of all the recent 13F filings made by Jacobus Wealth Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Jacobus Wealth Management, Inc. reported 207 stock holdings with total value $381,967,000 as of Q3 2017. Top holdings included SPY, JPM, DGRW, MDY, and IHDG.

Notify me when Jacobus Wealth Management, Inc. files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2017 207 $381,967,000 +$7,642,953 -$9,022,671 -$1,379,718 SPY, JPM, DGRW, MDY, IHDG 13F-HR 31 Oct 2017, 14:29
Q2 2017 205 $370,281,000 +$15,080,804 -$6,049,602 +$9,031,202 SPY, JPM, DGRW, MDY, IHDG 13F-HR 14 Aug 2017, 13:59
Q1 2017 204 $356,755,000 +$13,090,420 -$6,455,926 +$6,634,494 JPM, SPY, MDY, DGRW, VIG 13F-HR 10 May 2017, 12:22
Q4 2016 201 $341,839,000 +$13,723,558 -$30,940,345 -$17,216,787 JPM, SPY, MDY, DGRW, VIG 13F-HR 03 Feb 2017, 17:20
Q3 2016 219 $343,280,000 +$14,819,667 -$9,136,028 +$5,683,639 SPY, JPM, DGRW, VIG, MDY 13F-HR 08 Nov 2016, 10:11
Q2 2016 212 $327,656,000 +$9,484,567 -$37,959,105 -$28,474,538 SPY, JPM, VIG, DGRW, MDY 13F-HR 05 Aug 2016, 11:23
Q1 2016 268 $341,439,000 +$10,895,073 -$16,715,861 -$5,820,788 SPY, JPM, VIG, MDY, DGRW 13F-HR 23 May 2016, 11:09
Q4 2015 280 $348,016,000 +$37,326,389 -$35,365,093 +$1,961,296 SPY, JPM, VIG, MDY, DGRW 13F-HR 08 Feb 2016, 12:54
Q3 2015 286 $342,115,000 +$12,669,338 -$25,681,503 -$13,012,165 SPY, JPM, MDY, VIG, BP 13F-HR 09 Nov 2015, 11:19
Q2 2015 315 $402,095,000 +$32,719,177 -$8,638,462 +$24,080,715 SPY, JPM, BP, KMI, VIG 13F-HR 03 Aug 2015, 10:33
Q1 2015 302 $386,666,000 +$15,809,504 -$13,723,851 +$2,085,653 SPY, KMI, JPM, VIG, BP 13F-HR 06 May 2015, 09:32
Q4 2014 299 $384,219,000 +$48,942,582 -$31,650,848 +$17,291,734 SPY, KMI, JPM, BP, VIG 13F-HR 06 Feb 2015, 09:52
Q3 2014 308 $362,140,000 +$10,129,661 -$32,354,519 -$22,224,858 SPY, JPM, FMO, VIG, MDY 13F-HR 30 Oct 2014, 11:21
Q2 2014 317 $390,059,000 +$20,273,008 -$58,983,857 -$38,710,849 BP, SPY, JPM, MDY, FMO 13F-HR 06 Aug 2014, 14:23
Q1 2014 304 $410,462,000 +$78,697,717 -$13,577,862 +$65,119,855 AIVL, DON, BP, SPY, JPM 13F-HR 14 May 2014, 11:05
Q4 2013 310 $343,658,000 $0 $0 $0 BP, JPM, SPY, VIG, MDY 13F-HR 13 Feb 2014, 17:57