HoldingsChannel.com
| Entity | Amount | Change
03/31/2019 to 06/30/2019 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SPDR S&P 500 ETF TR (SPY) |
65,993 | -291 | $19,336 |
| SPY | 65,993 | -291 | $19,336 |
| SPDR SERIES TRUST (SDY) |
182,221 | -1,069 | $18,382 |
| SDY | 182,221 | -1,069 | $18,382 |
| INVESCO EXCHANGE TRADED FD T (RSP) |
137,279 | -388 | $14,799 |
| RSP | 137,279 | -388 | $14,799 |
| VANGUARD SPECIALIZED PORTFOL (VIG) |
86,767 | +1,119 | $9,992 |
| VIG | 86,767 | +1,119 | $9,992 |
| VANGUARD INDEX FDS (VO) |
54,562 | -1,425 | $9,121 |
| VO | 54,562 | -1,425 | $9,121 |
| ISHARES TR (DVY) |
69,393 | +1,168 | $6,909 |
| DVY | 69,393 | +1,168 | $6,909 |
| ISHARES U S ETF TR (NEAR) |
134,729 | +9,130 | $6,781 |
| NEAR | 134,729 | +9,130 | $6,781 |
| INVESCO EXCHNG TRADED FD TR (SPLV) |
110,285 | -8,144 | $6,068 |
| SPLV | 110,285 | -8,144 | $6,068 |
| ISHARES TR (AGG) |
47,210 | +680 | $5,257 |
| AGG | 47,210 | +680 | $5,257 |
| ISHARES TR (PFF) |
126,228 | +10,494 | $4,651 |
| PFF | 126,228 | +10,494 | $4,651 |
| PROCTER & GAMBLE CO |
38,254 | +22 | $4,195 |
| PG | 38,254 | +22 | $4,195 |
| SELECT SECTOR SPDR TR (XLY) |
29,602 | -1,732 | $3,529 |
| XLY | 29,602 | -1,732 | $3,529 |
| ISHARES TR (IVV) |
10,263 | +47 | $3,025 |
| IVV | 10,263 | +47 | $3,025 |
| SELECT SECTOR SPDR TR (XLV) |
30,924 | -2,835 | $2,865 |
| XLV | 30,924 | -2,835 | $2,865 |
| MICROSOFT CORP |
19,959 | +44 | $2,674 |
| MSFT | 19,959 | +44 | $2,674 |
| ABBVIE INC |
34,250 | -1,323 | $2,491 |
| ABBV | 34,250 | -1,323 | $2,491 |
| JOHNSON & JOHNSON |
15,821 | -4 | $2,204 |
| JNJ | 15,821 | -4 | $2,204 |
| VANGUARD INDEX FDS (VOO) |
6,568 | UNCH | $1,768 |
| VOO | 6,568 | UNCH | $1,768 |
| ISHARES TR (IWO) |
8,113 | +14 | $1,630 |
| IWO | 8,113 | +14 | $1,630 |
 BERKSHIRE HATHAWAY INC |
$1,618 | ||
| BRK.B | 4,604 | UNCH | $981 |
| BRK.A | 2 | UNCH | $637 |
| MCDONALDS CORP |
7,607 | -57 | $1,580 |
| MCD | 7,607 | -57 | $1,580 |
| AT&T INC |
44,391 | -546 | $1,488 |
| T | 44,391 | -546 | $1,488 |
| TJX COS INC |
24,918 | -821 | $1,318 |
| TJX | 24,918 | -821 | $1,318 |
| SELECT SECTOR SPDR TR (XLF) |
47,421 | -8,994 | $1,309 |
| XLF | 47,421 | -8,994 | $1,309 |
| COCA COLA CO |
25,547 | -48 | $1,301 |
| KO | 25,547 | -48 | $1,301 |
| SELECT SECTOR SPDR TR (XLK) |
14,820 | -2,006 | $1,157 |
| XLK | 14,820 | -2,006 | $1,157 |
| EXXON MOBIL CORP |
14,610 | +161 | $1,120 |
| XOM | 14,610 | +161 | $1,120 |
| APPLE INC |
5,505 | -52 | $1,090 |
| AAPL | 5,505 | -52 | $1,090 |
| SELECT SECTOR SPDR TR (XLP) |
17,899 | -663 | $1,039 |
| XLP | 17,899 | -663 | $1,039 |
| ISHARES TR (IWM) |
6,450 | +228 | $1,003 |
| IWM | 6,450 | +228 | $1,003 |
| VANGUARD INDEX FDS (VTI) |
6,104 | +1 | $916 |
| VTI | 6,104 | +1 | $916 |
| ABBOTT LABS |
10,673 | +16 | $898 |
| ABT | 10,673 | +16 | $898 |
| MERCK & CO INC |
9,812 | +49 | $823 |
| MRK | 9,812 | +49 | $823 |
| DISNEY WALT CO |
5,877 | UNCH | $821 |
| DIS | 5,877 | UNCH | $821 |
| ISHARES TR (HDV) |
8,635 | +753 | $816 |
| HDV | 8,635 | +753 | $816 |
| EMERSON ELEC CO |
11,278 | +54 | $752 |
| EMR | 11,278 | +54 | $752 |
| PEPSICO INC |
5,686 | -738 | $746 |
| PEP | 5,686 | -738 | $746 |
| WAL MART STORES INC |
6,297 | +18 | $696 |
| WMT | 6,297 | +18 | $696 |
| VANGUARD INDEX FDS (VUG) |
4,196 | +10 | $686 |
| VUG | 4,196 | +10 | $686 |
| CSX CORP |
8,483 | +13 | $656 |
| CSX | 8,483 | +13 | $656 |
| ISHARES TR (IWC) |
6,974 | -278 | $650 |
| IWC | 6,974 | -278 | $650 |
| INTERNATIONAL BUSINESS MACHS |
4,611 | +7 | $636 |
| IBM | 4,611 | +7 | $636 |
| PFIZER INC |
14,624 | +98 | $633 |
| PFE | 14,624 | +98 | $633 |
| SELECT SECTOR SPDR TR (XLU) |
9,904 | +58 | $591 |
| XLU | 9,904 | +58 | $591 |
| VANGUARD MUN BD FD INC (VTEB) |
11,113 | +11,113 | $590 |
| VTEB | 11,113 | +11,113 | $590 |
| AMGEN INC |
2,574 | +3 | $474 |
| AMGN | 2,574 | +3 | $474 |
| INTEL CORP |
9,881 | +21 | $473 |
| INTC | 9,881 | +21 | $473 |
| SPDR SERIES TRUST (SLYG) |
7,633 | -2,073 | $465 |
| SLYG | 7,633 | -2,073 | $465 |
| COLGATE PALMOLIVE CO |
6,475 | +40 | $464 |
| CL | 6,475 | +40 | $464 |
| BLACKROCK ENHANCED EQT DIV T |
51,444 | +589 | $456 |
| BDJ | 51,444 | +589 | $456 |
See Full List: All Stocks Held By Jackson Grant Investment Advisers Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Jackson Grant Investment Advisers Inc.
|
Size ($ in 1000's)
At 06/30/2019: $171,588 At 03/31/2019: $166,644 Jackson Grant Investment Advisers Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Jackson Grant Investment Advisers Inc. 13F filings. Link to 13F filings: SEC filings |
