Jackson, Grant Investment Advisers
Latest statistics and disclosures from Jackson, Grant Investment Advisers's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, RSP, SDY, VIG, VO, and represent 43.48% of Jackson, Grant Investment Advisers's stock portfolio.
- Added to shares of these 10 stocks: XLY, XLK, PGX, RSP, XLU, BK, AGG, XOM, BND, GSEW.
- Started 10 new stock positions in CNP, SOLS, Q, FTHI, BK, MUB, NVO, FUN, GM, BTI.
- Reduced shares in these 10 stocks: PFF, SPY, VIG, DVY, IVV, HDV, NOBL, PG, , CSX.
- Sold out of its positions in UHAL.B, COR, BBN, CVS, CGUS, CMG, DVN, DEO, D, EQIX.
- Jackson, Grant Investment Advisers was a net buyer of stock by $3.9M.
- Jackson, Grant Investment Advisers has $304M in assets under management (AUM), dropping by 1.43%.
- Central Index Key (CIK): 0001650300
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Portfolio Holdings for Jackson, Grant Investment Advisers
Jackson, Grant Investment Advisers holds 395 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 13.4 | $41M | 60k | 681.92 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 9.9 | $30M | +2% | 156k | 191.56 |
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| Spdr Series Trust State Street Spd (SDY) | 8.1 | $25M | 176k | 139.16 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 7.3 | $22M | 100k | 219.78 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 4.9 | $15M | 51k | 290.22 |
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| Microsoft Corporation (MSFT) | 2.9 | $8.9M | 18k | 483.61 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 2.6 | $8.0M | 112k | 71.42 |
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| Abbvie (ABBV) | 2.3 | $7.1M | 31k | 228.49 |
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| Spdr Series Trust State Street Spd (SPYM) | 1.9 | $5.9M | 74k | 80.22 |
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| Apple (AAPL) | 1.9 | $5.8M | 21k | 271.86 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.9 | $5.7M | 9.2k | 627.11 |
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| Ishares Tr Select Divid Etf (DVY) | 1.8 | $5.5M | -4% | 39k | 141.14 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 1.7 | $5.2M | +5% | 52k | 99.88 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.5 | $4.5M | -5% | 6.6k | 684.92 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 1.3 | $4.1M | -20% | 132k | 30.96 |
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| Procter & Gamble Company (PG) | 1.3 | $4.0M | -2% | 28k | 143.31 |
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| Select Sector Spdr Tr State Street Con (XLY) | 1.3 | $3.8M | +96% | 32k | 119.41 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 1.2 | $3.7M | 24k | 154.80 |
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| TJX Companies (TJX) | 1.1 | $3.4M | 22k | 153.61 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 1.0 | $3.1M | -3% | 30k | 104.07 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.0 | $3.0M | 9.1k | 335.28 |
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| Eli Lilly & Co. (LLY) | 1.0 | $3.0M | 2.8k | 1074.84 |
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| Johnson & Johnson (JNJ) | 0.9 | $2.9M | +2% | 14k | 206.94 |
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| Spdr Series Trust State Street Spd (SPTM) | 0.9 | $2.8M | 33k | 82.50 |
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| McDonald's Corporation (MCD) | 0.8 | $2.3M | 7.6k | 305.63 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.7 | $2.2M | 9.0k | 246.15 |
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| Exxon Mobil Corporation (XOM) | 0.7 | $2.1M | +12% | 17k | 120.34 |
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| Wal-Mart Stores (WMT) | 0.7 | $2.0M | 18k | 111.41 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $2.0M | +5% | 3.2k | 614.25 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $1.8M | 3.7k | 502.70 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.6 | $1.8M | +100% | 13k | 143.97 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.6 | $1.8M | 3.7k | 487.89 |
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| Coca-Cola Company (KO) | 0.5 | $1.6M | 24k | 69.91 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.5 | $1.6M | -4% | 5.1k | 323.02 |
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| Emerson Electric (EMR) | 0.5 | $1.5M | 12k | 132.72 |
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| Spdr Series Trust State Street Spd (SPYG) | 0.5 | $1.5M | +3% | 14k | 106.70 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.5 | $1.5M | 2.00 | 754800.00 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.5 | $1.4M | -13% | 12k | 121.61 |
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| Merck & Co (MRK) | 0.5 | $1.4M | +6% | 14k | 105.26 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.4 | $1.3M | 24k | 54.77 |
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| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.4 | $1.3M | +154% | 117k | 11.24 |
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| Vanguard World Inf Tech Etf (VGT) | 0.4 | $1.3M | 1.7k | 753.67 |
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| NVIDIA Corporation (NVDA) | 0.4 | $1.2M | 6.7k | 186.51 |
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| International Business Machines (IBM) | 0.3 | $1.1M | +6% | 3.6k | 296.25 |
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| Amazon (AMZN) | 0.3 | $1.0M | 4.5k | 230.82 |
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| Abbott Laboratories (ABT) | 0.3 | $1.0M | -3% | 8.0k | 125.29 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 0.3 | $993k | +100% | 23k | 42.69 |
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| Deere & Company (DE) | 0.3 | $969k | 2.1k | 465.50 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $964k | 3.1k | 313.81 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $921k | +19% | 2.3k | 396.31 |
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| Vanguard Index Fds Value Etf (VTV) | 0.3 | $909k | 4.8k | 190.98 |
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| Ishares Tr Micro-cap Etf (IWC) | 0.3 | $872k | 5.5k | 157.69 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $863k | -2% | 7.0k | 123.26 |
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| Proshares Tr S&p Mdcp 400 Div (REGL) | 0.3 | $855k | 10k | 84.22 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $854k | 2.7k | 312.96 |
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| Select Sector Spdr Tr State Street Con (XLP) | 0.3 | $828k | 11k | 77.68 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $811k | 5.6k | 143.53 |
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| Pepsi (PEP) | 0.3 | $789k | 5.5k | 143.51 |
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| Broadcom (AVGO) | 0.3 | $788k | 2.3k | 346.03 |
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| Amgen (AMGN) | 0.3 | $779k | 2.4k | 327.30 |
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| UnitedHealth (UNH) | 0.3 | $772k | -5% | 2.3k | 330.15 |
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| Chevron Corporation (CVX) | 0.2 | $747k | 4.9k | 152.40 |
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| Home Depot (HD) | 0.2 | $745k | 2.2k | 344.05 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $727k | 3.4k | 212.08 |
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| Cisco Systems (CSCO) | 0.2 | $661k | 8.6k | 77.03 |
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| Corning Incorporated (GLW) | 0.2 | $656k | 7.5k | 87.56 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $638k | 13k | 50.29 |
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| At&t (T) | 0.2 | $617k | 25k | 24.84 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $614k | 574.00 | 1069.86 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $614k | +53% | 8.3k | 74.07 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $558k | 2.8k | 198.59 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $548k | 1.7k | 322.13 |
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| BlackRock Enhanced Dividend Achievers Tr (BDJ) | 0.2 | $486k | +2% | 51k | 9.48 |
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| Thomson Reuters Corp. (TRI) | 0.2 | $484k | 3.7k | 132.15 |
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| Walt Disney Company (DIS) | 0.2 | $474k | -10% | 4.2k | 113.78 |
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| Nuveen Equity Premium Income Fund (BXMX) | 0.2 | $471k | 32k | 14.70 |
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| Bank of New York Mellon Corporation (BK) | 0.2 | $469k | NEW | 4.0k | 116.09 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $456k | +31% | 2.2k | 210.31 |
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| Philip Morris International (PM) | 0.1 | $448k | 2.8k | 160.42 |
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| Colgate-Palmolive Company (CL) | 0.1 | $440k | -11% | 5.6k | 79.02 |
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| Visa Com Cl A (V) | 0.1 | $431k | 1.2k | 350.83 |
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| Nextera Energy (NEE) | 0.1 | $395k | 4.9k | 80.27 |
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| Goldman Sachs Etf Tr Equal Weight Us (GSEW) | 0.1 | $382k | +95% | 4.5k | 85.12 |
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| Meta Platforms Cl A (META) | 0.1 | $381k | 577.00 | 660.09 |
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| Oracle Corporation (ORCL) | 0.1 | $380k | 2.0k | 194.89 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $379k | 2.1k | 183.38 |
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| CSX Corporation (CSX) | 0.1 | $366k | -18% | 10k | 36.25 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $356k | 9.0k | 39.59 |
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| Bristol Myers Squibb (BMY) | 0.1 | $354k | -6% | 6.6k | 53.94 |
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| Norfolk Southern (NSC) | 0.1 | $353k | 1.2k | 288.72 |
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| Principal Financial (PFG) | 0.1 | $352k | 4.0k | 88.21 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $347k | -9% | 1.2k | 279.21 |
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| Bank of America Corporation (BAC) | 0.1 | $345k | 6.3k | 55.00 |
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| D.R. Horton (DHI) | 0.1 | $323k | 2.2k | 144.06 |
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| American Electric Power Company (AEP) | 0.1 | $304k | 2.6k | 115.33 |
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| Honeywell International (HON) | 0.1 | $289k | 1.5k | 195.08 |
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| Caterpillar (CAT) | 0.1 | $286k | 500.00 | 572.87 |
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| Sprott Asset Management Physical Gold An (CEF) | 0.1 | $284k | 6.2k | 45.80 |
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| Wells Fargo & Company (WFC) | 0.1 | $284k | 3.0k | 93.20 |
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| Spdr Series Trust State Street Spd (SLYG) | 0.1 | $272k | 2.9k | 94.18 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $264k | 1.8k | 148.71 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $237k | -11% | 574.00 | 412.77 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $234k | 1.1k | 211.80 |
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| General Dynamics Corporation (GD) | 0.1 | $231k | 685.00 | 336.79 |
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| Ishares Tr Cre U S Reit Etf (USRT) | 0.1 | $229k | 4.0k | 56.96 |
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| Proshares Tr Russ 2000 Divd (SMDV) | 0.1 | $227k | 3.4k | 66.08 |
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| Pfizer (PFE) | 0.1 | $224k | -19% | 9.0k | 24.90 |
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| Altria (MO) | 0.1 | $221k | 3.8k | 57.66 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $214k | 1.9k | 113.70 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $213k | -4% | 2.1k | 100.89 |
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| Canadian Pacific Kansas City (CP) | 0.1 | $212k | 2.9k | 73.73 |
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| Illinois Tool Works (ITW) | 0.1 | $211k | 855.00 | 246.32 |
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| Stryker Corporation (SYK) | 0.1 | $205k | 583.00 | 351.34 |
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| Southern Company (SO) | 0.1 | $199k | +10% | 2.3k | 87.19 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $195k | 1.6k | 121.75 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $194k | 403.00 | 480.40 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $191k | 1.1k | 177.33 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $189k | 1.4k | 131.61 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $189k | +69% | 2.6k | 73.56 |
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| Travelers Companies (TRV) | 0.1 | $189k | +4% | 651.00 | 290.10 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $185k | 1.5k | 120.18 |
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| Consolidated Edison (ED) | 0.1 | $184k | 1.9k | 99.33 |
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| Global X Fds Us Infr Dev Etf (PAVE) | 0.1 | $179k | 3.7k | 47.79 |
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| AutoZone (AZO) | 0.1 | $176k | 52.00 | 3391.50 |
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| Allstate Corporation (ALL) | 0.1 | $176k | 843.00 | 208.22 |
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| Xcel Energy (XEL) | 0.1 | $176k | 2.4k | 73.86 |
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| Verizon Communications (VZ) | 0.1 | $173k | +8% | 4.2k | 40.73 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $165k | 2.5k | 66.00 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $164k | 544.00 | 302.14 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $160k | 1.1k | 141.12 |
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| Medtronic SHS (MDT) | 0.1 | $157k | 1.6k | 96.04 |
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| Progressive Corporation (PGR) | 0.1 | $156k | 685.00 | 227.72 |
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| Fidelity Covington Trust Msci Energy Idx (FENY) | 0.1 | $156k | 6.3k | 24.77 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $156k | 258.00 | 603.29 |
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| Lowe's Companies (LOW) | 0.0 | $146k | 607.00 | 241.16 |
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| Goldman Sachs (GS) | 0.0 | $143k | 163.00 | 879.00 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $142k | 845.00 | 167.85 |
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| Eaton Corp SHS (ETN) | 0.0 | $139k | 435.00 | 318.51 |
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| Automatic Data Processing (ADP) | 0.0 | $138k | -28% | 536.00 | 257.09 |
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| Gilead Sciences (GILD) | 0.0 | $136k | 1.1k | 122.69 |
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| Costco Wholesale Corporation (COST) | 0.0 | $135k | 157.00 | 862.34 |
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| Federal Rlty Invt Tr Sh Ben Int New (FRT) | 0.0 | $134k | 1.3k | 100.81 |
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| Tidal Trust Ii Roundhill Gener (CHAT) | 0.0 | $134k | 2.3k | 58.96 |
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| First Tr Exchange-traded SHS (FDL) | 0.0 | $133k | 3.0k | 44.34 |
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| Advanced Micro Devices (AMD) | 0.0 | $132k | 616.00 | 214.16 |
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| Marriott Intl Cl A (MAR) | 0.0 | $124k | 400.00 | 310.24 |
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| Yum! Brands (YUM) | 0.0 | $121k | 796.00 | 151.37 |
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| Ge Aerospace Com New (GE) | 0.0 | $119k | +138% | 387.00 | 308.03 |
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| Dolby Laboratories Com Cl A (DLB) | 0.0 | $118k | 1.8k | 64.22 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $116k | 669.00 | 173.53 |
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| Union Pacific Corporation (UNP) | 0.0 | $116k | -2% | 501.00 | 231.26 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $115k | -13% | 3.9k | 29.89 |
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| Vulcan Materials Company (VMC) | 0.0 | $114k | 400.00 | 285.22 |
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| Vanguard World Health Car Etf (VHT) | 0.0 | $108k | 376.00 | 287.85 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $106k | 396.00 | 268.31 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $105k | 183.00 | 572.31 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $101k | 1.6k | 62.46 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $100k | 1.8k | 53.84 |
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| Constellation Energy (CEG) | 0.0 | $96k | +871% | 272.00 | 353.27 |
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| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.0 | $95k | 1.4k | 68.36 |
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| PPG Industries (PPG) | 0.0 | $95k | 923.00 | 102.45 |
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| Ligand Pharmaceuticals Com New (LGND) | 0.0 | $95k | 500.00 | 189.07 |
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| Waste Management (WM) | 0.0 | $93k | 424.00 | 219.95 |
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| Citigroup Com New (C) | 0.0 | $93k | +6% | 794.00 | 116.69 |
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| S&p Global (SPGI) | 0.0 | $88k | 168.00 | 522.59 |
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| Marsh & McLennan Companies | 0.0 | $86k | 465.00 | 185.62 |
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| BlackRock Global Opportunities Equity Tr (BOE) | 0.0 | $86k | 7.4k | 11.71 |
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| Barrick Mng Corp Com Shs (B) | 0.0 | $85k | 2.0k | 43.55 |
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| Us Bancorp Del Com New (USB) | 0.0 | $85k | 1.6k | 53.37 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 0.0 | $83k | 536.00 | 154.99 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $83k | 1.2k | 69.42 |
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| Kla Corp Com New (KLAC) | 0.0 | $80k | 66.00 | 1215.08 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $79k | 251.00 | 314.40 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $79k | 557.00 | 141.16 |
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| Carrier Global Corporation (CARR) | 0.0 | $77k | -6% | 1.5k | 52.83 |
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| Vanguard World Utilities Etf (VPU) | 0.0 | $76k | 410.00 | 185.11 |
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| American Express Company (AXP) | 0.0 | $75k | 203.00 | 369.95 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $75k | 636.00 | 117.20 |
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| Ishares Tr National Mun Etf (MUB) | 0.0 | $74k | NEW | 690.00 | 107.11 |
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| United Rentals (URI) | 0.0 | $72k | 89.00 | 809.31 |
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| California Water Service (CWT) | 0.0 | $72k | 1.7k | 43.33 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $70k | 722.00 | 96.89 |
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| Snap-on Incorporated (SNA) | 0.0 | $69k | 200.00 | 344.60 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $68k | 144.00 | 473.08 |
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| Essential Utils (WTRG) | 0.0 | $65k | 1.7k | 38.36 |
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| Lpl Financial Holdings (LPLA) | 0.0 | $65k | 181.00 | 357.17 |
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| Ge Vernova (GEV) | 0.0 | $63k | +140% | 96.00 | 653.57 |
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| Archer Daniels Midland Company (ADM) | 0.0 | $60k | +2325% | 1.0k | 57.49 |
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| Eversource Energy (ES) | 0.0 | $59k | 874.00 | 67.36 |
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| Qualcomm (QCOM) | 0.0 | $59k | 344.00 | 171.05 |
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| Newmont Mining Corporation (NEM) | 0.0 | $59k | 589.00 | 99.78 |
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| General Mills (GIS) | 0.0 | $59k | 1.3k | 46.49 |
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| ConocoPhillips (COP) | 0.0 | $57k | 609.00 | 93.61 |
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| Tractor Supply Company (TSCO) | 0.0 | $56k | 1.1k | 50.01 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $55k | 214.00 | 258.50 |
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| Spdr Series Trust State Street Spd (MDYV) | 0.0 | $54k | 633.00 | 84.67 |
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| Enbridge (ENB) | 0.0 | $52k | 1.1k | 47.91 |
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| Rbc Cad (RY) | 0.0 | $52k | 303.00 | 170.75 |
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| Bk Nova Cad (BNS) | 0.0 | $52k | 700.00 | 73.69 |
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| Dell Technologies CL C (DELL) | 0.0 | $51k | 401.00 | 125.88 |
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| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.0 | $50k | 1.5k | 32.73 |
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| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $50k | 602.00 | 83.00 |
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| MetLife (MET) | 0.0 | $50k | 628.00 | 78.94 |
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| Zoetis Cl A (ZTS) | 0.0 | $46k | -4% | 369.00 | 125.82 |
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| AECOM Technology Corporation (ACM) | 0.0 | $46k | 487.00 | 95.33 |
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| Etf Ser Solutions Hoya Cap Housi (HOMZ) | 0.0 | $46k | 1.0k | 45.36 |
|
|
| Select Sector Spdr Tr State Street Com (XLC) | 0.0 | $46k | 389.00 | 117.72 |
|
|
| Phillips 66 (PSX) | 0.0 | $45k | 350.00 | 129.04 |
|
|
| Northwest Natural Holdin (NWN) | 0.0 | $45k | 961.00 | 46.74 |
|
|
| Northrop Grumman Corporation (NOC) | 0.0 | $43k | 76.00 | 570.21 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $42k | 630.00 | 67.27 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $41k | 545.00 | 75.41 |
|
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $41k | 189.00 | 217.06 |
|
|
| Otis Worldwide Corp (OTIS) | 0.0 | $41k | -8% | 464.00 | 87.35 |
|
| Qnity Electronics Common Stock (Q) | 0.0 | $40k | NEW | 487.00 | 81.65 |
|
| PNC Financial Services (PNC) | 0.0 | $40k | 190.00 | 208.73 |
|
|
| Dupont De Nemours (DD) | 0.0 | $39k | -8% | 976.00 | 40.20 |
|
| 3M Company (MMM) | 0.0 | $39k | 243.00 | 159.81 |
|
|
| Royal Caribbean Cruises (RCL) | 0.0 | $38k | 136.00 | 278.92 |
|
|
| Stanley Black & Decker (SWK) | 0.0 | $37k | 500.00 | 74.28 |
|
|
| Exelon Corporation (EXC) | 0.0 | $36k | +861% | 817.00 | 43.59 |
|
| Intercontinental Exchange (ICE) | 0.0 | $35k | +14% | 217.00 | 161.96 |
|
| New Gold Inc Cda (NGD) | 0.0 | $35k | 4.0k | 8.71 |
|
|
| Tesla Motors (TSLA) | 0.0 | $35k | 77.00 | 449.71 |
|
|
| Rlj Lodging Tr Cum Conv Pfd A (RLJ.PA) | 0.0 | $34k | 1.4k | 24.90 |
|
|
| Dover Corporation (DOV) | 0.0 | $34k | 172.00 | 195.72 |
|
|
| Amplify Etf Tr Blockchain Techn (BLOK) | 0.0 | $34k | 590.00 | 56.86 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $33k | 1.3k | 26.24 |
|
|
| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.0 | $33k | 849.00 | 38.73 |
|
|
| Edwards Lifesciences (EW) | 0.0 | $33k | 385.00 | 85.25 |
|
|
| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.0 | $32k | 204.00 | 156.63 |
|
|
| Deckers Outdoor Corporation (DECK) | 0.0 | $31k | 300.00 | 103.67 |
|
|
| Nutrien (NTR) | 0.0 | $31k | 500.00 | 61.81 |
|
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $30k | 142.00 | 209.03 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $29k | NEW | 561.00 | 50.88 |
|
| Yum China Holdings (YUMC) | 0.0 | $28k | 596.00 | 47.70 |
|
|
| Spdr Series Trust State Street Spd (SPSM) | 0.0 | $28k | 602.00 | 46.82 |
|
|
| Nike CL B (NKE) | 0.0 | $28k | 441.00 | 63.71 |
|
|
| Corteva (CTVA) | 0.0 | $28k | -7% | 413.00 | 67.03 |
|
| Starwood Property Trust (STWD) | 0.0 | $27k | 1.5k | 18.01 |
|
|
| Digital Realty Trust (DLR) | 0.0 | $27k | -61% | 173.00 | 154.71 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $26k | 73.00 | 361.88 |
|
|
| Electronic Arts (EA) | 0.0 | $26k | 126.00 | 204.33 |
|
|
| Phillips Edison & Co Common Stock (PECO) | 0.0 | $26k | 716.00 | 35.57 |
|
|
| Astrazeneca Sponsored Adr | 0.0 | $25k | 269.00 | 91.85 |
|
|
| L3harris Technologies (LHX) | 0.0 | $24k | 83.00 | 293.57 |
|
|
| Ingersoll Rand (IR) | 0.0 | $24k | -3% | 306.00 | 79.22 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $24k | -30% | 68.00 | 349.99 |
|
| Cameco Corporation (CCJ) | 0.0 | $23k | 248.00 | 91.49 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $22k | 73.00 | 303.89 |
|
|
| Tc Energy Corp (TRP) | 0.0 | $22k | 393.00 | 55.16 |
|
|
| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.0 | $22k | 461.00 | 46.72 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $21k | 770.00 | 27.44 |
|
|
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.0 | $21k | 300.00 | 69.47 |
|
|
| Amplify Etf Tr Amplify Cybersec (HACK) | 0.0 | $19k | 236.00 | 80.39 |
|
|
| Agnico (AEM) | 0.0 | $19k | 112.00 | 168.93 |
|
|
| Netflix (NFLX) | 0.0 | $19k | +900% | 200.00 | 93.76 |
|
| Williams Companies (WMB) | 0.0 | $18k | 300.00 | 60.11 |
|
|
| Vanguard World Industrial Etf (VIS) | 0.0 | $18k | 60.00 | 299.57 |
|
|
| Morgan Stanley Com New (MS) | 0.0 | $18k | 100.00 | 177.53 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $18k | 114.00 | 154.39 |
|
|
| First Tr Exchange Traded Buywrit Incm Etf (FTHI) | 0.0 | $17k | NEW | 734.00 | 23.62 |
|
| Anthem (ELV) | 0.0 | $17k | -7% | 49.00 | 350.55 |
|
| Pembina Pipeline Corp (PBA) | 0.0 | $17k | 450.00 | 38.06 |
|
|
| Lam Research Corp Com New (LRCX) | 0.0 | $17k | 100.00 | 171.18 |
|
|
| Bank Of Montreal Cadcom (BMO) | 0.0 | $17k | 132.00 | 129.46 |
|
|
| Dow (DOW) | 0.0 | $17k | -22% | 727.00 | 23.38 |
|
| Solstice Advanced Matls Com Shs (SOLS) | 0.0 | $17k | NEW | 346.00 | 48.58 |
|
| Cdw (CDW) | 0.0 | $16k | 119.00 | 136.20 |
|
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $16k | +49% | 349.00 | 45.98 |
|
| Madison Square Grdn Sprt Cor Cl A (MSGS) | 0.0 | $16k | 62.00 | 258.65 |
|
|
| Realty Income (O) | 0.0 | $16k | -4% | 283.00 | 56.29 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $16k | 97.00 | 162.63 |
|
|
| Waste Connections (WCN) | 0.0 | $16k | 88.00 | 175.64 |
|
|
| Reinsurance Grp Of America I Com New (RGA) | 0.0 | $14k | 71.00 | 203.46 |
|
|
| Cubesmart (CUBE) | 0.0 | $14k | 400.00 | 36.05 |
|
|
| Charter Communications Inc N Cl A (CHTR) | 0.0 | $14k | 69.00 | 208.75 |
|
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.0 | $14k | 604.00 | 23.31 |
|
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $14k | 100.00 | 136.07 |
|
|
| Invitation Homes (INVH) | 0.0 | $14k | 484.00 | 27.79 |
|
|
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $13k | 505.00 | 25.60 |
|
|
| State Street Corporation (STT) | 0.0 | $13k | 100.00 | 129.01 |
|
|
| Knight-swift Transn Hldgs In Cl A (KNX) | 0.0 | $13k | 245.00 | 52.28 |
|
|
| Air Products & Chemicals (APD) | 0.0 | $12k | 50.00 | 247.02 |
|
|
| SLB Com Stk (SLB) | 0.0 | $12k | 320.00 | 38.38 |
|
|
| General Motors Company (GM) | 0.0 | $12k | NEW | 147.00 | 81.32 |
|
| Mid-America Apartment (MAA) | 0.0 | $12k | 85.00 | 138.91 |
|
|
| CenterPoint Energy (CNP) | 0.0 | $12k | NEW | 300.00 | 38.34 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.0 | $11k | 151.00 | 75.05 |
|
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.0 | $11k | 126.00 | 89.66 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $11k | 117.00 | 95.70 |
|
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $11k | 93.00 | 119.75 |
|
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $11k | -17% | 14.00 | 771.86 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $11k | +2% | 188.00 | 57.15 |
|
| Booking Holdings (BKNG) | 0.0 | $11k | 2.00 | 5355.50 |
|
|
| FedEx Corporation (FDX) | 0.0 | $11k | 37.00 | 288.86 |
|
|
| Genpact SHS (G) | 0.0 | $11k | 225.00 | 46.78 |
|
|
| Shell Spon Ads (SHEL) | 0.0 | $10k | 142.00 | 73.48 |
|
|
| Keysight Technologies (KEYS) | 0.0 | $10k | 50.00 | 203.20 |
|
|
| Starbucks Corporation (SBUX) | 0.0 | $10k | 119.00 | 84.21 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $10k | 113.00 | 88.49 |
|
|
| PPL Corporation (PPL) | 0.0 | $10k | 285.00 | 35.02 |
|
|
| Vodafone Group Sponsored Adr (VOD) | 0.0 | $9.9k | +18% | 749.00 | 13.21 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $9.7k | 101.00 | 95.96 |
|
|
| Micron Technology (MU) | 0.0 | $9.4k | 33.00 | 285.42 |
|
|
| Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ) | 0.0 | $9.1k | 246.00 | 36.84 |
|
|
| Magna Intl Inc cl a (MGA) | 0.0 | $8.9k | 167.00 | 53.30 |
|
|
| News Corp Cl A (NWSA) | 0.0 | $8.9k | 340.00 | 26.12 |
|
|
| Global X Fds Autonmous Ev Etf (DRIV) | 0.0 | $8.8k | 296.00 | 29.62 |
|
|
| Thermo Fisher Scientific (TMO) | 0.0 | $8.7k | 15.00 | 579.47 |
|
|
| Cummins (CMI) | 0.0 | $8.7k | 17.00 | 510.47 |
|
|
| Amphenol Corp Cl A (APH) | 0.0 | $8.6k | 64.00 | 135.14 |
|
|
| Blackrock (BLK) | 0.0 | $8.6k | 8.00 | 1070.38 |
|
|
| Cigna Corp (CI) | 0.0 | $8.3k | 30.00 | 275.23 |
|
|
| Uber Technologies (UBER) | 0.0 | $8.3k | +32% | 101.00 | 81.71 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $8.2k | 18.00 | 453.33 |
|
|
| Linde SHS (LIN) | 0.0 | $8.1k | -50% | 19.00 | 426.37 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $7.8k | -6% | 88.00 | 88.97 |
|
| British Amern Tob Sponsored Adr (BTI) | 0.0 | $7.8k | NEW | 138.00 | 56.62 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $7.7k | 56.00 | 137.88 |
|
|
| Pitney Bowes (PBI) | 0.0 | $7.6k | 720.00 | 10.57 |
|
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $7.3k | 12.00 | 605.00 |
|
|
| Cbre Group Cl A (CBRE) | 0.0 | $7.1k | 44.00 | 160.80 |
|
|
| W.W. Grainger (GWW) | 0.0 | $7.1k | 7.00 | 1009.00 |
|
|
| Simon Property (SPG) | 0.0 | $7.0k | 38.00 | 185.11 |
|
|
| Global X Fds Lithium Btry Etf (LIT) | 0.0 | $6.9k | 106.00 | 64.93 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $6.8k | 12.00 | 566.33 |
|
|
| Moody's Corporation (MCO) | 0.0 | $6.6k | 13.00 | 510.85 |
|
|
| Zimmer Holdings (ZBH) | 0.0 | $6.6k | 74.00 | 89.38 |
|
|
| Citizens Financial (CFG) | 0.0 | $6.5k | 112.00 | 58.41 |
|
|
| Grayscale Ethereum Trust Etf SHS (ETHE) | 0.0 | $6.4k | 263.00 | 24.37 |
|
|
| AutoNation (AN) | 0.0 | $6.4k | 31.00 | 206.48 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $6.2k | 62.00 | 99.90 |
|
|
| Ametek (AME) | 0.0 | $6.2k | 30.00 | 205.30 |
|
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $6.2k | 34.00 | 180.94 |
|
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $6.1k | 253.00 | 24.02 |
|
|
| Pacer Fds Tr Data And Infrast (SRVR) | 0.0 | $6.0k | 210.00 | 28.60 |
|
|
| American Intl Group Com New (AIG) | 0.0 | $6.0k | 70.00 | 85.56 |
|
|
| Autodesk (ADSK) | 0.0 | $5.9k | 20.00 | 296.00 |
|
|
| salesforce (CRM) | 0.0 | $5.8k | 22.00 | 264.91 |
|
|
| Te Connectivity Ord Shs (TEL) | 0.0 | $5.7k | 25.00 | 227.52 |
|
|
| Hp (HPQ) | 0.0 | $5.6k | 253.00 | 22.28 |
|
|
| Wabtec Corporation (WAB) | 0.0 | $5.5k | 26.00 | 213.46 |
|
|
| Republic Services (RSG) | 0.0 | $5.5k | 26.00 | 211.92 |
|
|
| Servicenow (NOW) | 0.0 | $5.4k | +400% | 35.00 | 153.20 |
|
| Nucor Corporation (NUE) | 0.0 | $5.2k | 32.00 | 163.12 |
|
|
| Penske Automotive (PAG) | 0.0 | $5.1k | 32.00 | 158.28 |
|
|
| Trane Technologies SHS (TT) | 0.0 | $5.1k | 13.00 | 389.23 |
|
|
| Terex Corporation (TEX) | 0.0 | $5.0k | 94.00 | 53.59 |
|
|
| Paccar (PCAR) | 0.0 | $4.9k | 45.00 | 109.51 |
|
|
| Danaher Corporation (DHR) | 0.0 | $4.8k | 21.00 | 228.90 |
|
|
| Prudential Financial (PRU) | 0.0 | $4.7k | 42.00 | 112.88 |
|
|
| Rockwell Automation (ROK) | 0.0 | $4.7k | 12.00 | 389.08 |
|
|
| M&T Bank Corporation (MTB) | 0.0 | $4.6k | 23.00 | 201.48 |
|
|
| Omniab (OABI) | 0.0 | $4.5k | 2.5k | 1.85 |
|
|
| Cintas Corporation (CTAS) | 0.0 | $4.5k | 24.00 | 188.08 |
|
|
| Invesco SHS (IVZ) | 0.0 | $4.5k | 171.00 | 26.27 |
|
|
| Palo Alto Networks (PANW) | 0.0 | $4.4k | 24.00 | 184.21 |
|
|
| Darden Restaurants (DRI) | 0.0 | $4.4k | 24.00 | 184.00 |
|
|
| Equitable Holdings (EQH) | 0.0 | $4.3k | 90.00 | 47.66 |
|
|
| Diamondback Energy (FANG) | 0.0 | $4.2k | 28.00 | 150.32 |
|
|
| Cheniere Energy Com New (LNG) | 0.0 | $4.1k | 21.00 | 194.38 |
|
|
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.0 | $4.1k | 194.00 | 20.88 |
|
|
| Intuit (INTU) | 0.0 | $4.0k | 6.00 | 662.50 |
|
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $3.9k | 28.00 | 139.46 |
|
|
| Brown & Brown (BRO) | 0.0 | $3.8k | 48.00 | 79.71 |
|
|
| Icici Bank Adr (IBN) | 0.0 | $3.7k | 125.00 | 29.80 |
|
|
| Kinder Morgan (KMI) | 0.0 | $3.7k | 134.00 | 27.49 |
|
|
| Cardinal Health (CAH) | 0.0 | $3.3k | 16.00 | 205.50 |
|
|
| Select Sector Spdr Tr State Street Mat (XLB) | 0.0 | $3.0k | +100% | 66.00 | 45.48 |
|
| Nasdaq Omx (NDAQ) | 0.0 | $2.9k | 30.00 | 97.13 |
|
|
| Broadridge Financial Solutions (BR) | 0.0 | $2.9k | 13.00 | 223.15 |
|
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $2.9k | 57.00 | 50.79 |
|
|
| Raymond James Financial (RJF) | 0.0 | $2.9k | 18.00 | 160.61 |
|
|
| Xylem (XYL) | 0.0 | $2.7k | 20.00 | 136.20 |
|
|
| Analog Devices (ADI) | 0.0 | $2.7k | 10.00 | 271.20 |
|
|
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $2.6k | 150.00 | 17.35 |
|
|
| Oneok (OKE) | 0.0 | $2.4k | 33.00 | 73.52 |
|
|
| Marriott Vacations Wrldwde Cp (VAC) | 0.0 | $2.0k | 35.00 | 57.69 |
|
|
| Baker Hughes Company Cl A (BKR) | 0.0 | $2.0k | 43.00 | 45.53 |
|
|
| Marvell Technology (MRVL) | 0.0 | $1.9k | 22.00 | 85.00 |
|
|
| Southern Copper Corporation (SCCO) | 0.0 | $1.9k | 13.00 | 143.46 |
|
|
| Teradyne (TER) | 0.0 | $1.7k | 9.00 | 193.56 |
|
|
| Kroger (KR) | 0.0 | $1.7k | 27.00 | 62.48 |
|
|
| W.R. Berkley Corporation (WRB) | 0.0 | $1.7k | 24.00 | 70.12 |
|
|
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $1.6k | 22.00 | 72.50 |
|
|
| Quest Diagnostics Incorporated (DGX) | 0.0 | $1.6k | 9.00 | 173.56 |
|
|
| Halliburton Company (HAL) | 0.0 | $1.5k | 54.00 | 28.26 |
|
|
| Owens Corning (OC) | 0.0 | $1.3k | 12.00 | 111.92 |
|
|
| Six Flags Entertainment Corp (FUN) | 0.0 | $1.3k | NEW | 85.00 | 15.34 |
|
| Kraft Heinz (KHC) | 0.0 | $1.1k | -78% | 46.00 | 24.26 |
|
| United Parcel Service CL B (UPS) | 0.0 | $992.000000 | 10.00 | 99.20 |
|
|
| Lumen Technologies (LUMN) | 0.0 | $908.996400 | 117.00 | 7.77 |
|
|
| Grayscale Ethereum Mini Tr E Shs New (ETH) | 0.0 | $673.000800 | 24.00 | 28.04 |
|
|
| Franklin Templeton Etf Tr Us Equity Index (USPX) | 0.0 | $120.000000 | 2.00 | 60.00 |
|
Past Filings by Jackson, Grant Investment Advisers
SEC 13F filings are viewable for Jackson, Grant Investment Advisers going back to 2016
- Jackson, Grant Investment Advisers 2025 Q4 filed Jan. 27, 2026
- Jackson, Grant Investment Advisers 2025 Q3 filed Nov. 10, 2025
- Jackson, Grant Investment Advisers 2025 Q2 filed July 17, 2025
- Jackson, Grant Investment Advisers 2025 Q1 filed May 6, 2025
- Jackson, Grant Investment Advisers 2024 Q4 filed Jan. 27, 2025
- Jackson, Grant Investment Advisers 2024 Q3 filed Oct. 17, 2024
- Jackson, Grant Investment Advisers 2024 Q2 filed July 16, 2024
- Jackson, Grant Investment Advisers 2024 Q1 filed May 8, 2024
- Jackson, Grant Investment Advisers 2023 Q4 filed Feb. 1, 2024
- Jackson, Grant Investment Advisers 2023 Q3 filed Oct. 13, 2023
- Jackson, Grant Investment Advisers 2023 Q2 filed Aug. 1, 2023
- Jackson, Grant Investment Advisers 2023 Q1 filed May 2, 2023
- Jackson, Grant Investment Advisers 2022 Q4 filed Jan. 26, 2023
- Jackson, Grant Investment Advisers 2022 Q3 filed Nov. 14, 2022
- Jackson, Grant Investment Advisers 2022 Q2 filed Aug. 4, 2022
- Jackson, Grant Investment Advisers 2022 Q1 filed April 28, 2022