J.E. Simmons & Co., P.C. - Portfolio overview

J.E. Simmons & Co., P.C. has 66 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Healthcare and Financial Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 21.46%
2. SPTL - SPDR SERIES TRUST, 8.67%
3. FNDX - SCHWAB STRATEGIC TR, 7.76%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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