HoldingsChannel.com
| Entity | Amount | Change
12/31/2018 to 03/31/2019 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SPDR S&P 500 ETF TR (SPY) |
66,284 | -616 | $18,724 |
| SPY | 66,284 | -616 | $18,724 |
| SPDR SERIES TRUST (SDY) |
183,290 | +3,041 | $18,221 |
| SDY | 183,290 | +3,041 | $18,221 |
| INVESCO EXCHANGE TRADED FD T (RSP) |
137,667 | -3,959 | $14,378 |
| RSP | 137,667 | -3,959 | $14,378 |
| VANGUARD SPECIALIZED PORTFOL (VIG) |
85,648 | +4,264 | $9,390 |
| VIG | 85,648 | +4,264 | $9,390 |
| VANGUARD INDEX FDS (VO) |
55,987 | +1,628 | $9,000 |
| VO | 55,987 | +1,628 | $9,000 |
| ISHARES TR (DVY) |
68,225 | +523 | $6,698 |
| DVY | 68,225 | +523 | $6,698 |
| ISHARES U S ETF TR (NEAR) |
125,599 | +65,136 | $6,310 |
| NEAR | 125,599 | +65,136 | $6,310 |
| INVESCO EXCHNG TRADED FD TR (SPLV) |
118,429 | -2,488 | $6,234 |
| SPLV | 118,429 | -2,488 | $6,234 |
| ISHARES TR (AGG) |
46,530 | +21,438 | $5,075 |
| AGG | 46,530 | +21,438 | $5,075 |
| ISHARES TR (PFF) |
115,734 | +37,388 | $4,230 |
| PFF | 115,734 | +37,388 | $4,230 |
| PROCTER & GAMBLE CO |
38,232 | +30,283 | $3,978 |
| PG | 38,232 | +30,283 | $3,978 |
| SELECT SECTOR SPDR TR (XLY) |
31,334 | -2,248 | $3,567 |
| XLY | 31,334 | -2,248 | $3,567 |
| SELECT SECTOR SPDR TR (XLV) |
33,759 | -344 | $3,097 |
| XLV | 33,759 | -344 | $3,097 |
| ISHARES TR (IVV) |
10,216 | +48 | $2,907 |
| IVV | 10,216 | +48 | $2,907 |
| ABBVIE INC |
35,573 | +81 | $2,867 |
| ABBV | 35,573 | +81 | $2,867 |
| MICROSOFT CORP |
19,915 | -808 | $2,349 |
| MSFT | 19,915 | -808 | $2,349 |
| JOHNSON & JOHNSON |
15,825 | -216 | $2,212 |
| JNJ | 15,825 | -216 | $2,212 |
| VANGUARD INDEX FDS (VOO) |
6,568 | -607 | $1,705 |
| VOO | 6,568 | -607 | $1,705 |
| ISHARES TR (IWO) |
8,099 | -658 | $1,593 |
| IWO | 8,099 | -658 | $1,593 |
 BERKSHIRE HATHAWAY INC |
$1,527 | ||
| BRK.B | 4,604 | -405 | $925 |
| BRK.A | 2 | +1 | $602 |
| MCDONALDS CORP |
7,664 | -47 | $1,455 |
| MCD | 7,664 | -47 | $1,455 |
| SELECT SECTOR SPDR TR (XLF) |
56,415 | -3,585 | $1,450 |
| XLF | 56,415 | -3,585 | $1,450 |
| AT&T INC |
44,937 | -668 | $1,409 |
| T | 44,937 | -668 | $1,409 |
| TJX COS INC |
25,739 | -2,129 | $1,370 |
| TJX | 25,739 | -2,129 | $1,370 |
| SELECT SECTOR SPDR TR (XLK) |
16,826 | -2,065 | $1,245 |
| XLK | 16,826 | -2,065 | $1,245 |
| COCA COLA CO |
25,595 | -85 | $1,199 |
| KO | 25,595 | -85 | $1,199 |
| EXXON MOBIL CORP |
14,449 | -1,162 | $1,168 |
| XOM | 14,449 | -1,162 | $1,168 |
| APPLE INC |
5,557 | -677 | $1,056 |
| AAPL | 5,557 | -677 | $1,056 |
| SELECT SECTOR SPDR TR (XLP) |
18,562 | +927 | $1,042 |
| XLP | 18,562 | +927 | $1,042 |
| ISHARES TR (IWM) |
6,222 | -383 | $952 |
| IWM | 6,222 | -383 | $952 |
| VANGUARD INDEX FDS (VTI) |
6,103 | +2 | $883 |
| VTI | 6,103 | +2 | $883 |
| ABBOTT LABS |
10,657 | +22 | $852 |
| ABT | 10,657 | +22 | $852 |
| MERCK & CO INC |
9,763 | +34 | $812 |
| MRK | 9,763 | +34 | $812 |
| PEPSICO INC |
6,424 | -474 | $787 |
| PEP | 6,424 | -474 | $787 |
| EMERSON ELEC CO |
11,224 | +80 | $769 |
| EMR | 11,224 | +80 | $769 |
| ISHARES TR (HDV) |
7,882 | +69 | $735 |
| HDV | 7,882 | +69 | $735 |
| ISHARES TR (IWC) |
7,252 | +148 | $673 |
| IWC | 7,252 | +148 | $673 |
| VANGUARD INDEX FDS (VUG) |
4,186 | -518 | $655 |
| VUG | 4,186 | -518 | $655 |
| DISNEY WALT CO |
5,877 | +1,970 | $652 |
| DIS | 5,877 | +1,970 | $652 |
| INTERNATIONAL BUSINESS MACHS |
4,604 | +2,617 | $650 |
| IBM | 4,604 | +2,617 | $650 |
| CSX CORP |
8,470 | +13 | $634 |
| CSX | 8,470 | +13 | $634 |
| PFIZER INC |
14,526 | +80 | $617 |
| PFE | 14,526 | +80 | $617 |
| WAL MART STORES INC |
6,279 | +9 | $612 |
| WMT | 6,279 | +9 | $612 |
| SPDR SERIES TRUST (SLYG) |
9,706 | -529 | $579 |
| SLYG | 9,706 | -529 | $579 |
| SELECT SECTOR SPDR TR (XLU) |
9,846 | +139 | $573 |
| XLU | 9,846 | +139 | $573 |
| INTEL CORP |
9,860 | +17 | $529 |
| INTC | 9,860 | +17 | $529 |
| ALTRIA GROUP INC |
9,175 | +495 | $527 |
| MO | 9,175 | +495 | $527 |
| AMGEN INC |
2,571 | -4 | $488 |
| AMGN | 2,571 | -4 | $488 |
| LILLY ELI & CO |
3,435 | +17 | $446 |
| LLY | 3,435 | +17 | $446 |
| COLGATE PALMOLIVE CO |
6,435 | -779 | $441 |
| CL | 6,435 | -779 | $441 |
See Full List: All Stocks Held By Jackson Grant Investment Advisers Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Jackson Grant Investment Advisers Inc.
|
Size ($ in 1000's)
At 03/31/2019: $166,644 At 12/31/2018: $142,260 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 |
