HoldingsChannel.com
| Entity | Amount | Change
03/31/2022 to 06/30/2022 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SPDR S&P 500 ETF TR (SPY) |
61,887 | -997 | $23,347 |
| SPY | 61,887 | -997 | $23,347 |
| SPDR SER TR (SDY) |
156,035 | -2,261 | $18,520 |
| SDY | 156,035 | -2,261 | $18,520 |
| INVESCO EXCHANGE TRADED FD T (RSP) |
120,267 | -3,925 | $16,143 |
| RSP | 120,267 | -3,925 | $16,143 |
| VANGUARD SPECIALIZED FUNDS (VIG) |
99,524 | +80 | $14,279 |
| VIG | 99,524 | +80 | $14,279 |
| VANGUARD INDEX FDS (VO) |
53,388 | -59 | $10,516 |
| VO | 53,388 | -59 | $10,516 |
| ISHARES TR (AGG) |
67,217 | -17,463 | $6,835 |
| AGG | 67,217 | -17,463 | $6,835 |
| ISHARES TR (PFF) |
160,801 | -13,454 | $5,287 |
| PFF | 160,801 | -13,454 | $5,287 |
| INVESCO EXCH TRADED FD TR II (SPLV) |
83,870 | -3,674 | $5,200 |
| SPLV | 83,870 | -3,674 | $5,200 |
| MICROSOFT CORP |
19,149 | -114 | $4,918 |
| MSFT | 19,149 | -114 | $4,918 |
| PROCTER AND GAMBLE CO |
32,974 | -1,051 | $4,741 |
| PG | 32,974 | -1,051 | $4,741 |
| ABBVIE INC |
29,919 | +161 | $4,582 |
| ABBV | 29,919 | +161 | $4,582 |
| ISHARES TR (DVY) |
38,840 | +1,284 | $4,570 |
| DVY | 38,840 | +1,284 | $4,570 |
| APPLE INC |
28,756 | -1,033 | $3,931 |
| AAPL | 28,756 | -1,033 | $3,931 |
| SELECT SECTOR SPDR TR (XLV) |
24,499 | -48 | $3,142 |
| XLV | 24,499 | -48 | $3,142 |
| SELECT SECTOR SPDR TR (XLY) |
21,573 | -431 | $2,966 |
| XLY | 21,573 | -431 | $2,966 |
| ISHARES TR (IVV) |
7,715 | -989 | $2,925 |
| IVV | 7,715 | -989 | $2,925 |
| JOHNSON & JOHNSON |
14,428 | -870 | $2,561 |
| JNJ | 14,428 | -870 | $2,561 |
| VANGUARD INDEX FDS (VOO) |
6,834 | UNCH | $2,371 |
| VOO | 6,834 | UNCH | $2,371 |
| VANGUARD INDEX FDS (VTI) |
11,907 | +1 | $2,246 |
| VTI | 11,907 | +1 | $2,246 |
| PROSHARES TR (NOBL) |
23,202 | +485 | $1,981 |
| NOBL | 23,202 | +485 | $1,981 |
 BERKSHIRE HATHAWAY INC DEL |
$1,896 | ||
| BRK.B | 3,950 | UNCH | $1,078 |
| BRK.A | 2 | UNCH | $818 |
| AMAZON COM INC |
17,480 | +16,608 | $1,857 |
| AMZN | 17,480 | +16,608 | $1,857 |
| MCDONALDS CORP |
7,211 | -2 | $1,780 |
| MCD | 7,211 | -2 | $1,780 |
| ISHARES TR (IWO) |
6,496 | +7 | $1,340 |
| IWO | 6,496 | +7 | $1,340 |
| ISHARES TR (IWM) |
7,871 | -222 | $1,333 |
| IWM | 7,871 | -222 | $1,333 |
| COCA COLA CO |
20,898 | -1,471 | $1,315 |
| KO | 20,898 | -1,471 | $1,315 |
| VANGUARD MUN BD FDS (VTEB) |
26,317 | +1,002 | $1,314 |
| VTEB | 26,317 | +1,002 | $1,314 |
| ISHARES TR (SHY) |
15,091 | -14,499 | $1,249 |
| SHY | 15,091 | -14,499 | $1,249 |
| LILLY ELI & CO |
3,805 | +5 | $1,234 |
| LLY | 3,805 | +5 | $1,234 |
| TJX COS INC NEW |
21,897 | +87 | $1,223 |
| TJX | 21,897 | +87 | $1,223 |
| EXXON MOBIL CORP |
13,933 | -49 | $1,193 |
| XOM | 13,933 | -49 | $1,193 |
| UNITEDHEALTH GROUP INC |
2,111 | +10 | $1,084 |
| UNH | 2,111 | +10 | $1,084 |
| VANGUARD INDEX FDS (VUG) |
4,851 | -763 | $1,081 |
| VUG | 4,851 | -763 | $1,081 |
| SELECT SECTOR SPDR TR (XLF) |
32,542 | +125 | $1,023 |
| XLF | 32,542 | +125 | $1,023 |
| ABBOTT LABS |
9,356 | +9 | $1,017 |
| ABT | 9,356 | +9 | $1,017 |
| MERCK & CO INC |
11,134 | +97 | $1,015 |
| MRK | 11,134 | +97 | $1,015 |
| SELECT SECTOR SPDR TR (XLK) |
7,810 | -192 | $993 |
| XLK | 7,810 | -192 | $993 |
| ALPHABET INC |
440 | UNCH | $962 |
| GOOG | 440 | UNCH | $962 |
| PEPSICO INC |
5,662 | -53 | $944 |
| PEP | 5,662 | -53 | $944 |
| EMERSON ELEC CO |
11,627 | +10 | $925 |
| EMR | 11,627 | +10 | $925 |
| SELECT SECTOR SPDR TR (XLP) |
11,615 | +59 | $838 |
| XLP | 11,615 | +59 | $838 |
| SELECT SECTOR SPDR TR (XLU) |
11,903 | +68 | $835 |
| XLU | 11,903 | +68 | $835 |
| PROSHARES TR (REGL) |
10,390 | +18 | $701 |
| REGL | 10,390 | +18 | $701 |
| SPDR GOLD TR (GLD) |
4,147 | +1,703 | $699 |
| GLD | 4,147 | +1,703 | $699 |
| INTERNATIONAL BUSINESS MACHS |
4,948 | +21 | $699 |
| IBM | 4,948 | +21 | $699 |
| CSX CORP |
24,014 | +34 | $698 |
| CSX | 24,014 | +34 | $698 |
| VANGUARD INDEX FDS (VTV) |
5,267 | +2,064 | $695 |
| VTV | 5,267 | +2,064 | $695 |
| CHEVRON CORP NEW |
4,686 | +29 | $678 |
| CVX | 4,686 | +29 | $678 |
| WALMART INC |
5,536 | +2 | $673 |
| WMT | 5,536 | +2 | $673 |
| DEERE & CO |
2,081 | UNCH | $623 |
| DE | 2,081 | UNCH | $623 |
See Full List: All Stocks Held By Jackson Grant Investment Advisers Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Jackson Grant Investment Advisers Inc.
|
Size ($ in 1000's)
At 06/30/2022: $201,817 At 03/31/2022: $237,719 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 |
