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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

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.6M 88k 52.47

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United States Treas Bills Tsrys58198
Microsoft Corp MSFT (MSFT)
Schwab Value Advantage Money Inv SWVXX (SWVXX)
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Apple Aapl (AAPL)
Schwab Charles Famil Muni Money 0 (SWOXX)
Broadcom Avgo (AVGO)
Costco Whsl Corp Cost (COST)
Kla Corp Klac (KLAC)
Spdr Ser Tr Portfolio S&p500 SPLG (SPLG)
Ishares Tr Core S&p500 Etf Ivv (IVV)
Eq/equity 500 Index 0
Mastercard Incorporated Cl A Ma (MA)
Ishares Tr S&p 100 Etf Oef (OEF)
Ishares Tr Core Div Grwth Dgro (DGRO)

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Top funds holding Eq/equity 500 Index

Jackson Wealth Management

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