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CIK: 0001650300
Total reported value
$322.0M
$322.0M
396 檔
36.5%
As reported in its official Q4 2024 Form 13F filing, Jackson, Grant Investment Advisers, Inc.'s tracked investment portfolio stood at $322.0M with 396 total positions.
During Q4 2024, Jackson, Grant Investment Advisers, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 396 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 13.74% | +0.49% | -2.11% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 9.77% | +0.15% | +1.40% | |
| 3 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 8.97% | -0.51% | -0.60% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 7.55% | -0.01% | +0.98% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-Other | 5.24% | +0.27% | +3.26% | |
| 6 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 2.88% | -0.27% | +0.07% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.74% | -0.18% | -1.77% | |
| 8 | ABBV | Abbvie Inc | Stock-Healthcare | 2.13% | +0.15% | +0.92% | |
| 9 | DVY | Ishares Select Dividend ETF | ETF-Other | 2.06% | -0.25% | +0.78% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.04% | +0.09% | -2.64% | |
| 11 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.94% | +0.12% | +0.10% | |
| 12 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.91% | -0.12% | -1.66% | |
| 13 | PFF | Ishares Preferred & Income S | ETF-Other | 1.88% | -0.12% | +5.98% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.67% | +0.19% | -5.01% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.63% | +0.09% | -0.96% | |
| 16 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.63% | +0.01% | +0.03% | |
| 17 | XLV | Ss Health Care Select Sector | ETF-Other | 1.26% | +0.01% | +0.27% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.19% | -0.14% | -32.05% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.09% | +0.07% | +17.35% | |
| 20 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.02% | -0.15% | +0.20% | |
| 21 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.95% | -0.12% | +0.42% | |
| 22 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.87% | +0.22% | +0.51% | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.83% | -0.01% | -0.32% | |
| 24 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.80% | -0.15% | -1.38% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.72% | -0.05% | -6.04% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.69% | -0.03% | -0.41% | |
| 27 | XLK | Ss Technology Select Sector | ETF-Tech | 0.63% | +0.20% | +0.16% | |
| 28 | HDV | Ishares Core High Dividend E | ETF-Other | 0.60% | -0.03% | +1.00% | |
| 29 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.59% | +0.09% | +1.80% | |
| 30 | WMT | Walmart Inc | Stock-Consumer Staples | 0.58% | -0.12% | — | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.56% | +0.11% | +83.59% | |
| 32 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.56% | +0.11% | +1.06% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.56% | -0.25% | -2.13% | |
| 34 | EMR | Emerson Electric Co | Stock-Industrials | 0.55% | — | +0.06% | |
| 35 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.52% | -0.01% | +0.53% | |
| 36 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.52% | -0.01% | — | |
| 37 | VUG | Vanguard Growth ETF | ETF-Other | 0.46% | +0.05% | -18.50% | |
| 38 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.46% | — | +0.40% | |
| 39 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.46% | +0.07% | +0.16% | |
| 40 | XLF | Ss Financial Select Sector | ETF-Other | 0.44% | -0.02% | -17.12% | |
| 41 | ABT | Abbott Laboratories | Stock-Healthcare | 0.36% | -0.05% | -5.71% | |
| 42 | DE | Deere & Co | Stock-Industrials | 0.34% | +0.02% | — | |
| 43 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.33% | -0.03% | -3.15% | |
| 44 | VTV | Vanguard Value ETF | ETF-Other | 0.33% | +0.01% | +0.76% | |
| 45 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.32% | -0.06% | -3.10% | |
| 46 | NVDA | Nvidia CORP | Stock-Tech | 0.32% | +0.03% | — | |
| 47 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.31% | -0.03% | -5.05% | |
| 48 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-Other | 0.31% | — | +0.60% | |
| 49 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.28% | +0.09% | -3.85% | |
| 50 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.28% | +0.04% | +0.13% |
According to official SEC Form 13F filings, Jackson, Grant Investment Advisers, Inc. reported a total U.S. public equity portfolio value of $322.0M across 396 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, RSP, SDY) accounted for 36.5% of total reported equity market value during Q4 2024.
During Q4 2024, Jackson, Grant Investment Advisers, Inc.'s top holdings by market value included SPY (13.7%)、RSP (9.8%)、SDY (9.0%). The largest single position, SPY, represented 13.7% of total portfolio value.
In Q4 2024, Jackson, Grant Investment Advisers, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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