13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001650300
Total reported value
$322.0M
$322.0M
380 檔
35.7%
According to the latest 13F quarterly dataset, Jackson, Grant Investment Advisers, Inc. managed an equity portfolio of $322.0M at the end of Q1 2025, spanning 380 distinct U.S. exchange-listed positions.
In Q1 2025, Jackson, Grant Investment Advisers, Inc. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 380 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 | 13.11% | +0.49% | -0.68% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 9.79% | +0.15% | +0.68% | |
| 3 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 9.10% | -0.51% | -1.85% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 7.42% | -0.01% | -1.35% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-Other | 5.08% | +0.27% | -1.45% | |
| 6 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 3.05% | -0.27% | -1.26% | |
| 7 | ABBV | Abbvie Inc | Stock-Healthcare | 2.53% | +0.15% | +0.08% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.40% | -0.18% | -2.24% | |
| 9 | DVY | Ishares Select Dividend ETF | ETF-Other | 2.10% | -0.25% | -0.91% | |
| 10 | PFF | Ishares Preferred & Income S | ETF-Other | 1.96% | -0.12% | +5.92% | |
| 11 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.92% | -0.12% | -1.50% | |
| 12 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.86% | +0.12% | -0.03% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.82% | +0.09% | +0.07% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.73% | -0.14% | +41.41% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.57% | +0.19% | -2.31% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.51% | +0.09% | -3.79% | |
| 17 | XLV | Ss Health Care Select Sector | ETF-Other | 1.35% | +0.01% | +0.76% | |
| 18 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.34% | +0.01% | -7.48% | |
| 19 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.16% | -0.12% | +17.87% | |
| 20 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.04% | -0.15% | -0.25% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.97% | +0.07% | -5.88% | |
| 22 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.89% | -0.01% | +0.11% | |
| 23 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.88% | -0.15% | +0.40% | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.83% | -0.05% | +0.53% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.76% | -0.03% | -6.36% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.70% | +0.22% | -12.03% | |
| 27 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.68% | +0.11% | +26.10% | |
| 28 | HDV | Ishares Core High Dividend E | ETF-Other | 0.63% | -0.03% | -2.78% | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 0.62% | -0.25% | +0.31% | |
| 30 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.62% | -0.01% | — | |
| 31 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.61% | -0.01% | +0.20% | |
| 32 | WMT | Walmart Inc | Stock-Consumer Staples | 0.57% | -0.12% | +0.02% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.55% | +0.11% | +6.10% | |
| 34 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.53% | +0.09% | -0.32% | |
| 35 | XLK | Ss Technology Select Sector | ETF-Tech | 0.51% | +0.20% | -9.83% | |
| 36 | EMR | Emerson Electric Co | Stock-Industrials | 0.49% | — | +0.06% | |
| 37 | XLF | Ss Financial Select Sector | ETF-Other | 0.46% | -0.02% | +0.30% | |
| 38 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.43% | +0.07% | +1.44% | |
| 39 | ABT | Abbott Laboratories | Stock-Healthcare | 0.42% | -0.05% | +0.06% | |
| 40 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.42% | — | +0.47% | |
| 41 | VUG | Vanguard Growth ETF | ETF-Other | 0.40% | +0.05% | -4.80% | |
| 42 | DE | Deere & Co | Stock-Industrials | 0.38% | +0.02% | — | |
| 43 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.35% | -0.03% | +0.40% | |
| 44 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.33% | -0.03% | +0.31% | |
| 45 | VTV | Vanguard Value ETF | ETF-Other | 0.32% | +0.01% | -5.67% | |
| 46 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-Other | 0.31% | — | +0.31% | |
| 47 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.31% | -0.06% | -3.02% | |
| 48 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.29% | +0.09% | +0.28% | |
| 49 | IBM | Intl Business Machines CORP | Stock-Tech | 0.29% | +0.02% | -1.26% | |
| 50 | AMGN | Amgen Inc | Stock-Healthcare | 0.29% | -0.01% | +0.04% |
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 380 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, RSP, SDY) accounted for 35.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
SPY
市值: $33.9M
During Q1 2025, Jackson, Grant Investment Advisers, Inc.'s top holdings by market value included SPY (13.1%)、RSP (9.8%)、SDY (9.1%). The largest single position, SPY, represented 13.1% of total portfolio value.
In Q1 2025, Jackson, Grant Investment Advisers, Inc. made 50 total portfolio adjustments, initiating 50 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.