JMAC ENTERPRISES LLC Diversified Active

CIK: 0001907294 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Jan 23, 2023

Total Value ($000): $363,730 (100.0% shares, 0.0% debt)

Holdings (174)

AMGN AMGEN INC 6.8%
Value ($000) $24,610 Shares 93,703 Est. Cost $185.15 Unrealized +31.1%
IWD ISHARES TR 6.3%
Value ($000) $22,982 Shares 151,548 Est. Cost $165.18 Unrealized
QQQ INVESCO QQQ TR 5.2%
Value ($000) $18,883 Shares 70,912 Est. Cost $355.40 Unrealized
IWF ISHARES TR 4.8%
Value ($000) $17,312 Shares 80,805 Est. Cost $276.34 Unrealized
IJK ISHARES TR 3.6%
Value ($000) $13,227 Shares 193,667 Est. Cost $77.44 Unrealized
IJJ ISHARES TR 3.6%
Value ($000) $13,206 Shares 131,012 Est. Cost $107.23 Unrealized
SHY ISHARES TR 2.2%
Value ($000) $8,018 Shares 98,777 Est. Cost $84.38 Unrealized
VGT VANGUARD WORLD FDS 2.1%
Value ($000) $7,471 Shares 23,391 Est. Cost $418.06 Unrealized
XLI SELECT SECTOR SPDR TR 1.7%
Value ($000) $6,152 Shares 62,640 Est. Cost $100.84 Unrealized
AAPL APPLE INC 1.7%
Value ($000) $6,124 Shares 47,134 Est. Cost $154.60 Unrealized -9.0%
VBK VANGUARD INDEX FDS 1.5%
Value ($000) $5,510 Shares 27,478 Est. Cost $245.42 Unrealized
VBR VANGUARD INDEX FDS 1.5%
Value ($000) $5,494 Shares 34,600 Est. Cost $172.31 Unrealized
IJT ISHARES TR 1.4%
Value ($000) $4,997 Shares 46,240 Est. Cost $124.74 Unrealized
PAVE GLOBAL X FDS 1.3%
Value ($000) $4,753 Shares 179,432 Est. Cost $26.41 Unrealized
XLB SELECT SECTOR SPDR TR 1.2%
Value ($000) $4,404 Shares 56,695 Est. Cost $81.96 Unrealized
XAR SPDR SER TR 1.2%
Value ($000) $4,385 Shares 39,841 Est. Cost $109.72 Unrealized
VB VANGUARD INDEX FDS 1.2%
Value ($000) $4,312 Shares 23,495 Est. Cost $204.27 Unrealized
PDBC INVESCO ACTVELY MNGD ETC FD 1.2%
Value ($000) $4,198 Shares 284,017 Est. Cost $15.71 Unrealized
XLF SELECT SECTOR SPDR TR 1.2%
Value ($000) $4,194 Shares 122,630 Est. Cost $40.35 Unrealized
XLC SELECT SECTOR SPDR TR 1.1%
Value ($000) $4,147 Shares 86,420 Est. Cost $69.46 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 1.1%
Value ($000) $4,129 Shares 27,191 Est. Cost $163.01 Unrealized
MSFT MICROSOFT CORP 1.1%
Value ($000) $4,011 Shares 16,724 Est. Cost $309.94 Unrealized -24.5%
MTUM ISHARES TR 1.1%
Value ($000) $3,999 Shares 27,406 Est. Cost $167.07 Unrealized
VYM VANGUARD WHITEHALL FDS 1.0%
Value ($000) $3,616 Shares 33,414 Est. Cost $112.56 Unrealized
KIE SPDR SER TR 1.0%
Value ($000) $3,483 Shares 85,050 Est. Cost $40.91 Unrealized
VHT VANGUARD WORLD FDS 0.9%
Value ($000) $3,335 Shares 13,446 Est. Cost $247.07 Unrealized
XLE SELECT SECTOR SPDR TR 0.9%
Value ($000) $3,236 Shares 36,995 Est. Cost $72.57 Unrealized
IHI ISHARES TR 0.9%
Value ($000) $3,219 Shares 61,238 Est. Cost $59.41 Unrealized
EFA ISHARES TR 0.9%
Value ($000) $3,164 Shares 48,205 Est. Cost $73.47 Unrealized
MINT PIMCO ETF TR 0.8%
Value ($000) $3,088 Shares 31,299 Est. Cost $100.07 Unrealized
SPY SPDR S&P 500 ETF TR 0.8%
Value ($000) $3,079 Shares 8,052 Est. Cost $392.75 Unrealized
VONG VANGUARD SCOTTSDALE FDS 0.8%
Value ($000) $2,967 Shares 53,824 Est. Cost $56.28 Unrealized
XSD SPDR SER TR 0.8%
Value ($000) $2,909 Shares 17,393 Est. Cost $202.45 Unrealized
XLK SELECT SECTOR SPDR TR 0.8%
Value ($000) $2,822 Shares 22,677 Est. Cost $158.10 Unrealized
JNJ JOHNSON & JOHNSON 0.8%
Value ($000) $2,769 Shares 15,676 Est. Cost $145.51 Unrealized +7.9%
LMT LOCKHEED MARTIN CORP 0.8%
Value ($000) $2,755 Shares 5,663 Est. Cost $311.65 Unrealized +36.9%
VOT VANGUARD INDEX FDS 0.7%
Value ($000) $2,631 Shares 14,637 Est. Cost $175.38 Unrealized
ITA ISHARES TR 0.7%
Value ($000) $2,584 Shares 23,102 Est. Cost $104.74 Unrealized
IGIB ISHARES TR 0.7%
Value ($000) $2,567 Shares 51,849 Est. Cost $55.71 Unrealized
MRK MERCK & CO INC 0.7%
Value ($000) $2,501 Shares 22,538 Est. Cost $71.41 Unrealized +29.9%
CWB SPDR SER TR 0.7%
Value ($000) $2,488 Shares 38,673 Est. Cost $75.89 Unrealized
VTWV VANGUARD SCOTTSDALE FDS 0.7%
Value ($000) $2,433 Shares 19,983 Est. Cost $136.71 Unrealized
PFE PFIZER INC 0.7%
Value ($000) $2,423 Shares 47,280 Est. Cost $40.23 Unrealized -0.1%
VNQ VANGUARD INDEX FDS 0.6%
Value ($000) $2,304 Shares 27,928 Est. Cost $98.25 Unrealized
IYT ISHARES TR 0.6%
Value ($000) $2,289 Shares 10,719 Est. Cost $261.31 Unrealized
MCD MCDONALDS CORP 0.6%
Value ($000) $2,222 Shares 8,432 Est. Cost $230.27 Unrealized +6.5%
IGV ISHARES TR 0.6%
Value ($000) $2,169 Shares 8,478 Est. Cost $345.33 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.6%
Value ($000) $2,130 Shares 28,329 Est. Cost $79.90 Unrealized
AVGO BROADCOM INC 0.6%
Value ($000) $2,097 Shares 3,750 Est. Cost $52.15 Unrealized -8.7%
BSV VANGUARD BD INDEX FDS 0.5%
Value ($000) $1,994 Shares 26,484 Est. Cost $79.60 Unrealized
JPM JPMORGAN CHASE & CO 0.5%
Value ($000) $1,952 Shares 14,555 Est. Cost $144.73 Unrealized -18.7%
VDC VANGUARD WORLD FDS 0.5%
Value ($000) $1,943 Shares 10,145 Est. Cost $196.57 Unrealized
VO VANGUARD INDEX FDS 0.5%
Value ($000) $1,943 Shares 9,534 Est. Cost $197.02 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.5%
Value ($000) $1,891 Shares 37,710 Est. Cost $59.82 Unrealized
SJNK SPDR SER TR 0.5%
Value ($000) $1,862 Shares 76,829 Est. Cost $26.39 Unrealized
DVY ISHARES TR 0.5%
Value ($000) $1,861 Shares 15,429 Est. Cost $125.28 Unrealized
LQD ISHARES TR 0.5%
Value ($000) $1,839 Shares 17,444 Est. Cost $124.06 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 0.5%
Value ($000) $1,839 Shares 47,500 Est. Cost $42.69 Unrealized
KO COCA COLA CO 0.5%
Value ($000) $1,815 Shares 28,531 Est. Cost $50.09 Unrealized +9.6%
PG PROCTER AND GAMBLE CO 0.5%
Value ($000) $1,805 Shares 11,908 Est. Cost $134.13 Unrealized -3.2%
RSPT INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $1,769 Shares 7,282 Est. Cost $293.46 Unrealized
PEP PEPSICO INC 0.5%
Value ($000) $1,711 Shares 9,470 Est. Cost $145.01 Unrealized +11.0%
IEMG ISHARES INC 0.5%
Value ($000) $1,637 Shares 35,050 Est. Cost $59.52 Unrealized
BBCB J P MORGAN EXCHANGE TRADED F 0.4%
Value ($000) $1,628 Shares 36,581 Est. Cost $46.72 Unrealized
HD HOME DEPOT INC 0.4%
Value ($000) $1,627 Shares 5,152 Est. Cost $340.84 Unrealized -17.5%
VCR VANGUARD WORLD FDS 0.4%
Value ($000) $1,616 Shares 7,377 Est. Cost $305.59 Unrealized
ICF ISHARES TR 0.4%
Value ($000) $1,594 Shares 29,074 Est. Cost $68.37 Unrealized
VTWG VANGUARD SCOTTSDALE FDS 0.4%
Value ($000) $1,588 Shares 10,196 Est. Cost $150.06 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.4%
Value ($000) $1,586 Shares 37,782 Est. Cost $40.81 Unrealized
GOOG ALPHABET INC 0.4%
Value ($000) $1,482 Shares 16,702 Est. Cost $112.41 Unrealized -15.7%
IEI ISHARES TR 0.4%
Value ($000) $1,363 Shares 11,861 Est. Cost $125.58 Unrealized
GIS GENERAL MLS INC 0.4%
Value ($000) $1,356 Shares 16,169 Est. Cost $55.25 Unrealized +32.0%
WTRG ESSENTIAL UTILS INC 0.4%
Value ($000) $1,328 Shares 27,816 Est. Cost $48.56 Unrealized -6.8%
WMT WALMART INC 0.4%
Value ($000) $1,312 Shares 9,251 Est. Cost $45.06 Unrealized +1.3%
IGSB ISHARES TR 0.4%
Value ($000) $1,293 Shares 25,955 Est. Cost $52.92 Unrealized
TIP ISHARES TR 0.3%
Value ($000) $1,267 Shares 11,907 Est. Cost $121.49 Unrealized
EEM ISHARES TR 0.3%
Value ($000) $1,251 Shares 33,000 Est. Cost $48.64 Unrealized
BAC BANK AMERICA CORP 0.3%
Value ($000) $1,248 Shares 37,672 Est. Cost $40.19 Unrealized -21.1%
CSCO CISCO SYS INC 0.3%
Value ($000) $1,226 Shares 25,736 Est. Cost $50.47 Unrealized -17.8%
BOND PIMCO ETF TR 0.3%
Value ($000) $1,149 Shares 12,703 Est. Cost $96.11 Unrealized
DIS DISNEY WALT CO 0.3%
Value ($000) $1,133 Shares 13,041 Est. Cost $156.98 Unrealized -40.5%
FXF INVESCO CURRENCYSHARES SWISS 0.3%
Value ($000) $1,132 Shares 11,732 Est. Cost $96.64 Unrealized
BA BOEING CO 0.3%
Value ($000) $1,087 Shares 5,707 Est. Cost $211.28 Unrealized -22.6%
SBUX STARBUCKS CORP 0.3%
Value ($000) $1,081 Shares 10,894 Est. Cost $100.44 Unrealized -12.8%
SYY SYSCO CORP 0.3%
Value ($000) $1,080 Shares 14,121 Est. Cost $69.68 Unrealized +6.1%
CVX CHEVRON CORP NEW 0.3%
Value ($000) $1,064 Shares 5,930 Est. Cost $97.20 Unrealized +57.6%
IFLN INVESCO EXCH TRADED FD TR II 0.3%
Value ($000) $1,041 Shares 60,784 Est. Cost $18.23 Unrealized
XOM EXXON MOBIL CORP 0.3%
Value ($000) $1,017 Shares 9,222 Est. Cost $60.15 Unrealized +60.1%
APD AIR PRODS & CHEMS INC 0.3%
Value ($000) $974 Shares 3,160 Est. Cost $260.28 Unrealized -0.3%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $963 Shares 24,438 Est. Cost $40.26 Unrealized -23.6%
ABBV ABBVIE INC 0.3%
Value ($000) $925 Shares 5,723 Est. Cost $102.92 Unrealized +33.3%
IYR ISHARES TR 0.3%
Value ($000) $916 Shares 10,884 Est. Cost $104.51 Unrealized
XLU SELECT SECTOR SPDR TR 0.3%
Value ($000) $915 Shares 12,985 Est. Cost $68.57 Unrealized
PGX INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $894 Shares 79,923 Est. Cost $13.77 Unrealized
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $849 Shares 6,257 Est. Cost $115.26 Unrealized -2.2%
GLD SPDR GOLD TR 0.2%
Value ($000) $827 Shares 4,878 Est. Cost $170.33 Unrealized
AMZN AMAZON COM INC 0.2%
Value ($000) $821 Shares 9,777 Est. Cost $127.26 Unrealized -22.4%
IVV ISHARES TR 0.2%
Value ($000) $802 Shares 2,087 Est. Cost $446.07 Unrealized
T AT&T INC 0.2%
Value ($000) $768 Shares 41,708 Est. Cost $14.77 Unrealized +2.2%
JAZZ JAZZ PHARMACEUTICALS PLC 0.2%
Value ($000) $765 Shares 4,800 Est. Cost $131.42 Unrealized +11.5%
PNC PNC FINL SVCS GROUP INC 0.2%
Value ($000) $742 Shares 4,697 Est. Cost $174.29 Unrealized -20.1%
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $720 Shares 2,900 Est. Cost $185.25 Unrealized +23.5%
HON HONEYWELL INTL INC 0.2%
Value ($000) $693 Shares 3,232 Est. Cost $183.95 Unrealized -2.8%
EMR EMERSON ELEC CO 0.2%
Value ($000) $634 Shares 6,600 Est. Cost $86.51 Unrealized -2.3%
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $631 Shares 8,773 Est. Cost $49.40 Unrealized +32.0%
PAYX PAYCHEX INC 0.2%
Value ($000) $612 Shares 5,300 Est. Cost $110.59 Unrealized -3.6%
BAX BAXTER INTL INC 0.2%
Value ($000) $594 Shares 11,649 Est. Cost $72.62 Unrealized -31.7%
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $591 Shares 4,043 Est. Cost $23.43 Unrealized -37.5%
LLY LILLY ELI & CO 0.2%
Value ($000) $578 Shares 1,580 Est. Cost $243.85 Unrealized +41.8%
FXY INVESCO CURRENCYSHARES JAPAN 0.2%
Value ($000) $559 Shares 7,857 Est. Cost $79.85 Unrealized
CRM SALESFORCE INC 0.1%
Value ($000) $537 Shares 4,049 Est. Cost $275.14 Unrealized -47.6%
NKE NIKE INC 0.1%
Value ($000) $536 Shares 4,582 Est. Cost $149.04 Unrealized -36.1%
FXA INVESCO CURRENCYSHARES AUSTR 0.1%
Value ($000) $530 Shares 7,860 Est. Cost $70.13 Unrealized
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $526 Shares 5,284 Est. Cost $88.83 Unrealized -2.4%
TSLA TESLA INC 0.1%
Value ($000) $508 Shares 4,127 Est. Cost $295.30 Unrealized -35.9%
VTIP VANGUARD MALVERN FDS 0.1%
Value ($000) $508 Shares 10,871 Est. Cost $50.75 Unrealized
PFG PRINCIPAL FINANCIAL GROUP IN 0.1%
Value ($000) $504 Shares 6,000 Est. Cost $60.13 Unrealized +27.4%
EDEN ISHARES TR 0.1%
Value ($000) $501 Shares 5,171 Est. Cost $97.99 Unrealized
CVS CVS HEALTH CORP 0.1%
Value ($000) $496 Shares 5,327 Est. Cost $87.17 Unrealized -1.4%
SDY SPDR SER TR 0.1%
Value ($000) $493 Shares 3,938 Est. Cost $126.23 Unrealized
AFL AFLAC INC 0.1%
Value ($000) $488 Shares 6,781 Est. Cost $51.43 Unrealized +21.5%
CALAMOS STRATEGIC TOTAL RETU 0.1%
Value ($000) $486 Shares 36,217 Est. Cost $17.71 Unrealized
EWN ISHARES INC 0.1%
Value ($000) $461 Shares 12,381 Est. Cost $45.75 Unrealized
SJM SMUCKER J M CO 0.1%
Value ($000) $460 Shares 2,900 Est. Cost $111.01 Unrealized +20.3%
AON AON PLC 0.1%
Value ($000) $445 Shares 1,482 Est. Cost $289.30 Unrealized -1.2%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $437 Shares 3,100 Est. Cost $106.49 Unrealized +15.6%
ENOR ISHARES TR 0.1%
Value ($000) $426 Shares 17,347 Est. Cost $28.93 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $405 Shares 5,213 Est. Cost $94.80 Unrealized -22.5%
USB US BANCORP DEL 0.1%
Value ($000) $387 Shares 8,867 Est. Cost $48.53 Unrealized -24.4%
DOW DOW INC 0.1%
Value ($000) $384 Shares 7,613 Est. Cost $47.37 Unrealized -14.5%
CANADIAN PAC RY LTD 0.1%
Value ($000) $376 Shares 5,036 Est. Cost $71.20 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $363 Shares 2,200 Est. Cost $169.17 Unrealized -10.2%
KR KROGER CO 0.1%
Value ($000) $361 Shares 8,100 Est. Cost $44.08 Unrealized -2.8%
ABT ABBOTT LABS 0.1%
Value ($000) $360 Shares 3,279 Est. Cost $118.69 Unrealized -17.8%
ETR ENTERGY CORP NEW 0.1%
Value ($000) $352 Shares 3,132 Est. Cost $50.66 Unrealized -3.5%
CPB CAMPBELL SOUP CO 0.1%
Value ($000) $350 Shares 6,171 Est. Cost $36.19 Unrealized +30.2%
SCHP SCHWAB STRATEGIC TR 0.1%
Value ($000) $334 Shares 6,457 Est. Cost $60.39 Unrealized
AZN ASTRAZENECA PLC 0.1%
Value ($000) $323 Shares 4,757 Est. Cost $54.87 Unrealized
LYB LYONDELLBASELL INDUSTRIES N 0.1%
Value ($000) $316 Shares 3,800 Est. Cost $76.64 Unrealized -13.4%
NVO NOVO-NORDISK A S 0.1%
Value ($000) $315 Shares 2,328 Est. Cost $111.25 Unrealized
GPC GENUINE PARTS CO 0.1%
Value ($000) $312 Shares 1,800 Est. Cost $119.08 Unrealized +33.6%
IJS ISHARES TR 0.1%
Value ($000) $310 Shares 3,399 Est. Cost $100.30 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $308 Shares 1,285 Est. Cost $187.09 Unrealized +10.4%
ADM ARCHER DANIELS MIDLAND CO 0.1%
Value ($000) $304 Shares 3,273 Est. Cost $59.19 Unrealized +41.3%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $302 Shares 570 Est. Cost $424.22 Unrealized +18.0%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $282 Shares 1,058 Est. Cost $339.52 Unrealized -22.2%
PSX PHILLIPS 66 0.1%
Value ($000) $274 Shares 2,635 Est. Cost $64.72 Unrealized +41.2%
SO SOUTHERN CO 0.1%
Value ($000) $273 Shares 3,824 Est. Cost $54.72 Unrealized +9.0%
MTB M & T BK CORP 0.1%
Value ($000) $261 Shares 1,800 Est. Cost $139.40 Unrealized +6.0%
MMM 3M CO 0.1%
Value ($000) $259 Shares 2,163 Est. Cost $127.29 Unrealized -28.8%
BLACKROCK INC 0.1%
Value ($000) $259 Shares 365 Est. Cost $708.63 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $255 Shares 3,831 Est. Cost $55.31 Unrealized +4.9%
INTC INTEL CORP 0.1%
Value ($000) $243 Shares 9,192 Est. Cost $47.29 Unrealized -43.6%
CMS CMS ENERGY CORP 0.1%
Value ($000) $240 Shares 3,792 Est. Cost $61.40 Unrealized -12.8%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $240 Shares 2,461 Est. Cost $139.59 Unrealized -33.2%
C CITIGROUP INC 0.1%
Value ($000) $236 Shares 5,211 Est. Cost $54.07 Unrealized -25.0%
RACE FERRARI N V 0.1%
Value ($000) $235 Shares 1,097 Est. Cost $246.37 Unrealized -16.3%
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $228 Shares 3,323 Est. Cost $25.00 Unrealized 0.0%
ASML ASML HOLDING N V 0.1%
Value ($000) $227 Shares 415 Est. Cost $648.60 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $224 Shares 5,745 Est. Cost $38.98 Unrealized
IBB ISHARES TR 0.1%
Value ($000) $224 Shares 1,703 Est. Cost $130.36 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $224 Shares 3,001 Est. Cost $122.87 Unrealized
IYH ISHARES TR 0.1%
Value ($000) $223 Shares 786 Est. Cost $283.71 Unrealized
ALC ALCON AG 0.1%
Value ($000) $217 Shares 3,163 Est. Cost $63.16 Unrealized 0.0%
HSY HERSHEY CO 0.1%
Value ($000) $216 Shares 931 Est. Cost $184.39 Unrealized +15.0%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $206 Shares 2,470 Est. Cost $73.82 Unrealized 0.0%
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $205 Shares 5,500 Est. Cost $47.93 Unrealized
PLD PROLOGIS INC. 0.1%
Value ($000) $203 Shares 1,803 Est. Cost $100.19 Unrealized 0.0%
RMD RESMED INC 0.1%
Value ($000) $202 Shares 971 Est. Cost $250.23 Unrealized -14.7%
ORCL ORACLE CORP 0.1%
Value ($000) $200 Shares 2,451 Est. Cost $73.20 Unrealized 0.0%
F FORD MTR CO DEL 0.1%
Value ($000) $187 Shares 16,118 Est. Cost $13.70 Unrealized -26.5%
ELDN ELEDON PHARMACEUTICALS INC 0.0%
Value ($000) $124 Shares 54,538 Est. Cost $5.06 Unrealized -51.1%
BRAINSTORM CELL THERAPEUTICS 0.0%
Value ($000) $66 Shares 40,430 Est. Cost $3.37 Unrealized
MOLECULIN BIOTECH INC 0.0%
Value ($000) $14 Shares 13,132 Est. Cost $1.45 Unrealized