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CIK: 0001650300
Total reported value
$322.0M
$322.0M
385 檔
38.1%
The Q2 2025 SEC filing reveals that Jackson, Grant Investment Advisers, Inc. held a total portfolio value of $322.0M, covering 385 public equity positions.
During Q2 2025, 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 385 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 | 13.78% | +0.49% | +0.33% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 9.86% | +0.15% | +1.22% | |
| 3 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 8.54% | -0.51% | -1.12% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 7.64% | -0.01% | +2.79% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-Other | 5.24% | +0.27% | +0.42% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.02% | -0.18% | +0.01% | |
| 7 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 2.84% | -0.27% | +0.50% | |
| 8 | ABBV | Abbvie Inc | Stock-Healthcare | 2.13% | +0.15% | +0.47% | |
| 9 | DVY | Ishares Select Dividend ETF | ETF-Other | 2.00% | -0.25% | +1.23% | |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.96% | +0.12% | +0.79% | |
| 11 | PFF | Ishares Preferred & Income S | ETF-Other | 1.85% | -0.12% | -0.39% | |
| 12 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.69% | -0.12% | -1.14% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.68% | -0.14% | +1.97% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.66% | +0.19% | +1.01% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.59% | +0.09% | +0.48% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.57% | +0.09% | -1.66% | |
| 17 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.30% | +0.01% | -7.15% | |
| 18 | XLV | Ss Health Care Select Sector | ETF-Other | 1.18% | +0.01% | -0.41% | |
| 19 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.12% | -0.12% | +3.49% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.02% | +0.07% | -0.58% | |
| 21 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.00% | -0.15% | +0.21% | |
| 22 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.80% | -0.01% | -0.21% | |
| 23 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.78% | -0.15% | +0.41% | |
| 24 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.76% | +0.11% | +7.08% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.73% | -0.05% | +0.60% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.72% | +0.22% | +0.32% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.66% | -0.03% | — | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.62% | +0.11% | +0.43% | |
| 29 | WMT | Walmart Inc | Stock-Consumer Staples | 0.60% | -0.12% | +0.05% | |
| 30 | XLK | Ss Technology Select Sector | ETF-Tech | 0.59% | +0.20% | +0.59% | |
| 31 | HDV | Ishares Core High Dividend E | ETF-Other | 0.59% | -0.03% | +0.78% | |
| 32 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.57% | -0.01% | +0.21% | |
| 33 | EMR | Emerson Electric Co | Stock-Industrials | 0.56% | — | +0.06% | |
| 34 | VUG | Vanguard Growth ETF | ETF-Other | 0.56% | +0.05% | +25.21% | |
| 35 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.56% | +0.09% | -1.12% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.54% | -0.25% | +0.32% | |
| 37 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.54% | -0.01% | — | |
| 38 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.48% | +0.07% | +0.18% | |
| 39 | XLF | Ss Financial Select Sector | ETF-Other | 0.46% | -0.02% | +2.32% | |
| 40 | ABT | Abbott Laboratories | Stock-Healthcare | 0.41% | -0.05% | +0.07% | |
| 41 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.40% | -0.02% | +43.15% | |
| 42 | DE | Deere & Co | Stock-Industrials | 0.39% | +0.02% | — | |
| 43 | NVDA | Nvidia CORP | Stock-Tech | 0.39% | +0.03% | — | |
| 44 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.35% | — | +0.54% | |
| 45 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.35% | -0.03% | +0.34% | |
| 46 | IBM | Intl Business Machines CORP | Stock-Tech | 0.33% | +0.02% | +0.13% | |
| 47 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.31% | -0.03% | +0.39% | |
| 48 | VTV | Vanguard Value ETF | ETF-Other | 0.31% | +0.01% | +0.19% | |
| 49 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-Other | 0.30% | — | +0.23% | |
| 50 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.29% | +0.04% | +0.11% |
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 385 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, RSP, SDY) accounted for 38.1% of total reported equity market value during Q2 2025.
During Q2 2025, Jackson, Grant Investment Advisers, Inc.'s top holdings by market value included SPY (13.8%)、RSP (9.9%)、SDY (8.5%). The largest single position, SPY, represented 13.8% of total portfolio value.
In Q2 2025, 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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