Jacobi Capital Management LLC Q4 2024 Filing

Filed February 5, 2025

Portfolio Value

$1.3B

Holdings

566

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (566 positions)

StockValue
SPYSPDR S&P 500 ETF TR
$195.3M
BRK/BBERKSHIRE HATHAWAY INC DEL
$75.9M
NDQINVESCO QQQ TR
$42.2M
VTIVANGUARD INDEX FDS
$28.4M
AAPLAPPLE INC
$24.9M
MSFTMICROSOFT CORP
$19.2M
BILSPDR SER TR
$19.0M
SCHXSCHWAB STRATEGIC TR
$18.3M
USFRWISDOMTREE TR
$18.0M
SPTMSPDR SER TR
$17.1M
IWMISHARES TR
$14.2M
METAMETA PLATFORMS INC
$13.3M
SPABSPDR SER TR
$11.4M
NVDANVIDIA CORPORATION
$11.4M
WMTWALMART INC
$11.0M
GQ9SPDR GOLD TR
$10.9M
LLYELI LILLY & CO
$10.6M
SPYMSPDR SER TR
$10.1M
JPMJPMORGAN CHASE & CO.
$10.1M
QUALISHARES TR
$10.1M
IYRISHARES TR
$9.3M
VSLUETF OPPORTUNITIES TRUST
$9.1M
GOOGALPHABET INC
$8.6M
BUFZFIRST TR EXCHNG TRADED FD VI
$8.5M
PEPPEPSICO INC
$8.4M
MDYVSPDR SER TR
$8.2M
BNDVANGUARD BD INDEX FDS
$8.2M
CGMUCAPITAL GRP FIXED INCM ETF T
$8.1M
DFAUDIMENSIONAL ETF TRUST
$8.0M
IVVISHARES TR
$8.0M
SCHMSCHWAB STRATEGIC TR
$7.8M
GOOGLALPHABET INC
$7.7M
BACBANK AMERICA CORP
$7.0M
NOBLPROSHARES TR
$7.0M
AMZNAMAZON COM INC
$6.8M
CBUCOMMUNITY FINANCIAL SYSTEM I
$6.5M
MRKMERCK & CO INC
$6.1M
IBMINTERNATIONAL BUSINESS MACHS
$6.0M
VEAVANGUARD TAX-MANAGED FDS
$6.0M
PGPROCTER AND GAMBLE CO
$5.9M
ABBVABBVIE INC
$5.9M
AFLAFLAC INC
$5.9M
CSCOCISCO SYS INC
$5.8M
BUFRFIRST TR EXCHNG TRADED FD VI
$5.8M
IJHISHARES TR
$5.6M
CVXCHEVRON CORP NEW
$5.4M
XOMEXXON MOBIL CORP
$5.3M
BACVERIZON COMMUNICATIONS INC
$5.2M
PNCPNC FINL SVCS GROUP INC
$5.1M
JNJJOHNSON & JOHNSON
$5.1M
DFAIDIMENSIONAL ETF TRUST
$4.8M
VVISA INC
$4.8M
VOOVANGUARD INDEX FDS
$4.6M
BUFDFIRST TR EXCHNG TRADED FD VI
$4.5M
CATCATERPILLAR INC
$4.4M
KOCOCA COLA CO
$4.4M
REGLPROSHARES TR
$4.4M
MCDMCDONALDS CORP
$4.3M
BTTBLACKROCK MUN TARGET TERM TR
$4.2M
WMWASTE MGMT INC DEL
$4.2M
AXPAMERICAN EXPRESS CO
$4.0M
BBINJ P MORGAN EXCHANGE TRADED F
$3.9M
DYHTARGET CORP
$3.9M
DISDISNEY WALT CO
$3.8M
BMYBRISTOL-MYERS SQUIBB CO
$3.7M
PPLPPL CORP
$3.7M
TSLATESLA INC
$3.7M
POCTINNOVATOR ETFS TRUST
$3.7M
CMICUMMINS INC
$3.7M
BBUSJ P MORGAN EXCHANGE TRADED F
$3.6M
ORCLORACLE CORP
$3.6M
IJRISHARES TR
$3.5M
PWRQUANTA SVCS INC
$3.5M
LMTLOCKHEED MARTIN CORP
$3.5M
RSPINVESCO EXCHANGE TRADED FD T
$3.5M
MINTPIMCO ETF TR
$3.5M
MAMASTERCARD INCORPORATED
$3.5M
BRK-BBERKSHIRE HATHAWAY INC DEL
$3.4M
LEADSIREN ETF TR
$3.4M
VGTVANGUARD WORLD FD
$3.3M
PFEPFIZER INC
$3.3M
SPBOSPDR SER TR
$3.3M
HDHOME DEPOT INC
$3.3M
APDAIR PRODS & CHEMS INC
$3.2M
PSEPINNOVATOR ETFS TRUST
$3.1M
NEENEXTERA ENERGY INC
$3.1M
RTXRTX CORPORATION
$3.1M
AMATAPPLIED MATLS INC
$3.1M
PNOVINNOVATOR ETFS TRUST
$3.0M
SCHDSCHWAB STRATEGIC TR
$3.0M
YOUCLEAR SECURE INC
$3.0M
EMREMERSON ELEC CO
$3.0M
AMGNAMGEN INC
$2.9M
COSTCOSTCO WHSL CORP NEW
$2.9M
QCOMQUALCOMM INC
$2.8M
UPSUNITED PARCEL SERVICE INC
$2.8M
COPCONOCOPHILLIPS
$2.8M
DIVOAMPLIFY ETF TR
$2.8M
AVGOBROADCOM INC
$2.8M
FENYFIDELITY COVINGTON TRUST
$2.7M
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