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Jerry Broussard

Broussard Financial Group Llc

Assets Managed
$124.989M
Holdings
29
Last Quarter
2026 - Q1
Filed Date
27d ago
Growth Rate
1.34%(2Q avg: 0.67%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Broussard Financial Group Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 29 positions.

Assets under management

The assets under management (AUM) of Broussard Financial Group Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 124.989M in assets, with a quarterly growth rate of 1.34% and a 2-quarter average growth rate of 0.67%. The portfolio is managed by Jerry Broussard, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
USFR
Wisdomtree Floating Rate Tre
Recent Activity
Increased 8.68%
15.03%
$18.774M
372,953 shares@ $50.34 avg price
UAUG
Innovator U.s. Equity Ultra
Recent Activity
Increased 4.61%
12.95%
$16.184M
411,343 shares@ $39.35 avg price
IAU
Ishares Gold Trust
Recent Activity
Decreased -6.18%
11.09%
$13.85M
157,102 shares@ $88.16 avg price
IOCT
Innovator Int Dev Power Buff
Recent Activity
Increased 3.19%
11.03%
$13.777M
393,075 shares@ $35.06 avg price
EOCT
Innovator Emer Mkt Pwr Buff
Recent Activity
Increased 4.19%
7.76%
$9.693M
303,370 shares@ $31.95 avg price
AGGY
Wisdomtree Yield Enhanced Us
Recent Activity
Increased 7.32%
6.39%
$7.979M
183,633 shares@ $43.46 avg price
TUA
Sim St Treas Fut Strat Etf
Recent Activity
Increased 7.55%
6.29%
$7.854M
372,250 shares@ $21.1 avg price
FXY
Invesco Currencyshares Japan
Recent Activity
Increased 22.57%
4.64%
$5.788M
100,008 shares@ $57.88 avg price
SPYV
Spdr Port S&p 500 Value
Recent Activity
Increased 6.4%
4.63%
$5.784M
102,234 shares@ $56.59 avg price
XLU
Utilities Select Sector Spdr
Recent Activity
Increased 2.03%
4.48%
$5.591M
121,839 shares@ $45.9 avg price

1-10 of 29