Jackson Wealth Management »

Eq/equity 500 Index shares owned by Jackson Wealth Management

Quarter-by-quarter ownership of Eq/equity 500 Index shares owned by Jackson Wealth Management from 13F filings

Historical chart of Jackson Wealth Management investment in Eq/equity 500 Index

Tip: Access up to 7 years of quarterly data

All positions including Eq/equity 500 Index held by Jackson Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Eq/equity 500 Index by Jackson Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $288k 3.1k 91.52
2023-09-30 $263k 3.2k 82.34
2023-03-31 $253k 3.2k 79.27

More positions owned by Jackson Wealth Management

U S Treasury Bill Tsrys56663
Vanguard Index Fds Sp 500 Etf Voo (VOO)
Microsoft Corp MSFT (MSFT)
Schwab Value Advantage Money Ultra Snaxx (SNAXX)
Apple Aapl (AAPL)
Schwab Value Advantage Money Inv SWVXX (SWVXX)
Broadcom Avgo (AVGO)
Cash 0
Ishares Tr Core Sp500 Etf Ivv (IVV)
Spdr Ser Tr Portfolio Sp500 SPLG (SPLG)
Kla Corp Klac (KLAC)
Mastercard Incorporated Cl A Ma (MA)
Costco Whsl Corp Cost (COST)
Ishares Tr Morningstr Us Eq Ilcb (ILCB)
Vanguard Specialized Funds Div App Etf Vig (VIG)

View all positions for Jackson Wealth Management

Top funds holding Eq/equity 500 Index

Jackson Wealth Management

View all funds holding Eq/equity 500 Index