HoldingsChannel.com
| Entity | Amount | Change
09/30/2024 to 12/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SPDR S&P 500 ETF TR (SPY) |
60,945 | -1,312 | $35,718 |
| SPY | 60,945 | -1,312 | $35,718 |
| INVESCO EXCHANGE TRADED FD T (RSP) |
144,950 | +2,001 | $25,400 |
| RSP | 144,950 | +2,001 | $25,400 |
| SPDR SER TR (SDY) |
176,516 | -1,071 | $23,318 |
| SDY | 176,516 | -1,071 | $23,318 |
| VANGUARD SPECIALIZED FUNDS (VIG) |
100,233 | +971 | $19,629 |
| VIG | 100,233 | +971 | $19,629 |
| VANGUARD INDEX FDS (VO) |
51,538 | +1,626 | $13,613 |
| VO | 51,538 | +1,626 | $13,613 |
| INVESCO EXCH TRADED FD TR II (SPLV) |
106,903 | +78 | $7,483 |
| SPLV | 106,903 | +78 | $7,483 |
| MICROSOFT CORP |
16,909 | -304 | $7,127 |
| MSFT | 16,909 | -304 | $7,127 |
| ABBVIE INC |
31,134 | +285 | $5,533 |
| ABBV | 31,134 | +285 | $5,533 |
| ISHARES TR (DVY) |
40,803 | +314 | $5,357 |
| DVY | 40,803 | +314 | $5,357 |
| APPLE INC |
21,167 | -574 | $5,301 |
| AAPL | 21,167 | -574 | $5,301 |
| SPDR SER TR (SPLG) |
72,959 | +76 | $5,030 |
| SPLG | 72,959 | +76 | $5,030 |
| PROCTER AND GAMBLE CO |
29,589 | -498 | $4,961 |
| PG | 29,589 | -498 | $4,961 |
| ISHARES TR (PFF) |
155,320 | +8,762 | $4,883 |
| PFF | 155,320 | +8,762 | $4,883 |
| VANGUARD INDEX FDS (VOO) |
8,078 | -426 | $4,352 |
| VOO | 8,078 | -426 | $4,352 |
| ISHARES TR (IVV) |
7,205 | -70 | $4,241 |
| IVV | 7,205 | -70 | $4,241 |
| SELECT SECTOR SPDR TR (XLY) |
18,893 | +6 | $4,239 |
| XLY | 18,893 | +6 | $4,239 |
| SELECT SECTOR SPDR TR (XLV) |
23,778 | +65 | $3,271 |
| XLV | 23,778 | +65 | $3,271 |
 BERKSHIRE HATHAWAY INC DEL |
$3,144 | ||
| BRK.B | 3,930 | -16 | $1,782 |
| BRK.A | 2 | UNCH | $1,362 |
| ISHARES TR (AGG) |
31,956 | -15,076 | $3,097 |
| AGG | 31,956 | -15,076 | $3,097 |
| VANGUARD INDEX FDS (VTI) |
9,733 | +1,439 | $2,821 |
| VTI | 9,733 | +1,439 | $2,821 |
| TJX COS INC NEW |
22,049 | +43 | $2,664 |
| TJX | 22,049 | +43 | $2,664 |
| PROSHARES TR (NOBL) |
24,918 | +105 | $2,481 |
| NOBL | 24,918 | +105 | $2,481 |
| ISHARES TR (IWM) |
10,269 | +52 | $2,269 |
| IWM | 10,269 | +52 | $2,269 |
| ELI LILLY & CO |
2,790 | -9 | $2,154 |
| LLY | 2,790 | -9 | $2,154 |
| MCDONALDS CORP |
7,218 | -101 | $2,092 |
| MCD | 7,218 | -101 | $2,092 |
| JOHNSON & JOHNSON |
12,901 | -829 | $1,866 |
| JNJ | 12,901 | -829 | $1,866 |
| SELECT SECTOR SPDR TR (XLK) |
7,012 | +11 | $1,630 |
| XLK | 7,012 | +11 | $1,630 |
| ISHARES TR (HDV) |
13,898 | +137 | $1,560 |
| HDV | 13,898 | +137 | $1,560 |
| ISHARES TR (IWO) |
5,370 | +95 | $1,546 |
| IWO | 5,370 | +95 | $1,546 |
| WALMART INC |
16,678 | UNCH | $1,507 |
| WMT | 16,678 | UNCH | $1,507 |
| INVESCO QQQ TR |
2,853 | +1,299 | $1,459 |
| QQQ | 2,853 | +1,299 | $1,459 |
| SPDR SER TR (SPTM) |
20,339 | +213 | $1,453 |
| SPTM | 20,339 | +213 | $1,453 |
| EXXON MOBIL CORP |
13,504 | -294 | $1,453 |
| XOM | 13,504 | -294 | $1,453 |
| EMERSON ELEC CO |
11,451 | +7 | $1,419 |
| EMR | 11,451 | +7 | $1,419 |
| COCA COLA CO |
21,877 | +116 | $1,362 |
| KO | 21,877 | +116 | $1,362 |
| VANGUARD INDEX FDS (VUG) |
2,917 | -662 | $1,197 |
| VUG | 2,917 | -662 | $1,197 |
| MERCK & CO INC |
11,945 | +48 | $1,188 |
| MRK | 11,945 | +48 | $1,188 |
| SPDR SER TR (SPYG) |
13,503 | +21 | $1,187 |
| SPYG | 13,503 | +21 | $1,187 |
| SELECT SECTOR SPDR TR (XLF) |
23,535 | -4,861 | $1,137 |
| XLF | 23,535 | -4,861 | $1,137 |
| ABBOTT LABS |
8,270 | -501 | $935 |
| ABT | 8,270 | -501 | $935 |
| DEERE & CO |
2,081 | UNCH | $882 |
| DE | 2,081 | UNCH | $882 |
| SELECT SECTOR SPDR TR (XLU) |
11,462 | -373 | $868 |
| XLU | 11,462 | -373 | $868 |
| VANGUARD INDEX FDS (VTV) |
5,008 | +38 | $848 |
| VTV | 5,008 | +38 | $848 |
| PEPSICO INC |
5,431 | -174 | $826 |
| PEP | 5,431 | -174 | $826 |
| NVIDIA CORPORATION |
6,111 | UNCH | $821 |
| NVDA | 6,111 | UNCH | $821 |
| SELECT SECTOR SPDR TR (XLP) |
10,357 | -551 | $814 |
| XLP | 10,357 | -551 | $814 |
| PROSHARES TR (REGL) |
10,051 | +60 | $811 |
| REGL | 10,051 | +60 | $811 |
| UNITEDHEALTH GROUP INC |
1,450 | -58 | $734 |
| UNH | 1,450 | -58 | $734 |
| ISHARES TR (IVW) |
7,141 | +9 | $725 |
| IVW | 7,141 | +9 | $725 |
| VANGUARD WORLD FD (VGT) |
1,160 | +2 | $721 |
| VGT | 1,160 | +2 | $721 |
See Full List: All Stocks Held By Jackson Grant Investment Advisers Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Jackson Grant Investment Advisers Inc.
|
Size ($ in 1000's)
At 12/31/2024: $259,941 At 09/30/2024: $267,433 Jackson Grant Investment Advisers Inc. AUM history 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 |
