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500 Index shares owned by Jackson Wealth Management

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

Historical chart of Jackson Wealth Management investment in 500 Index

Tip: Access up to 7 years of quarterly data

All positions including 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 500 Index by Jackson Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $302k 5.3k 56.79
2025-06-30 $293k 5.5k 52.88
2024-12-31 $279k 5.5k 50.35
2024-09-30 $275k 5.6k 49.38

More positions owned by Jackson Wealth Management

United States Treas Bills Tsrys60859
Microsoft Corp MSFT (MSFT)
Broadcom Avgo (AVGO)
Schwab Value Advantage Money Inv SWVXX (SWVXX)
Apple Aapl (AAPL)
Spdr Series Trust Portfolio S&p500 SPLG (SPLG)
Vanguard Index Fds S&p 500 Etf Voo (VOO)
Kla Corp Klac (KLAC)
Schwab Charles Famil Muni Money 0 (SWOXX)
Ishares Tr Core S&p500 Etf Ivv (IVV)
Ishares Tr S&p 100 Etf Oef (OEF)
Costco Whsl Corp Cost (COST)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf QQQM (QQQM)
Mastercard Incorporated Cl A Ma (MA)
Ishares Tr Core Div Grwth Dgro (DGRO)

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Top funds holding 500 Index

Jackson Wealth Management

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