Jackson, Grant Investment Advisers

Latest statistics and disclosures from Jackson, Grant Investment Advisers's latest quarterly 13F-HR filing:

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Portfolio Holdings for Jackson, Grant Investment Advisers

Jackson, Grant Investment Advisers holds 315 positions in its portfolio as reported in the December 2022 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) 11.4 $24M 62k 382.43
Spdr Ser Tr S&p Divid Etf (SDY) 9.6 $20M 160k 125.11
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 8.2 $17M 120k 141.25
Vanguard Specialized Funds Div App Etf (VIG) 7.4 $15M 101k 151.85
Vanguard Index Fds Mid Cap Etf (VO) 5.2 $11M 53k 203.81
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 2.6 $5.4M 84k 63.90
Procter & Gamble Company (PG) 2.4 $4.9M 32k 151.56
Abbvie (ABBV) 2.4 $4.9M 30k 161.61
Ishares Tr Select Divid Etf (DVY) 2.3 $4.7M 39k 120.60
Ishares Tr Core Us Aggbd Et (AGG) 2.2 $4.6M -28% 48k 96.99
Microsoft Corporation (MSFT) 2.2 $4.6M 19k 239.82
Spdr Ser Tr Portfolio S&p500 (SPLG) 1.9 $3.9M +7967% 86k 44.98
Apple (AAPL) 1.8 $3.7M 29k 129.93
Ishares Tr Pfd And Incm Sec (PFF) 1.7 $3.5M -30% 113k 30.53

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Select Sector Spdr Tr Sbi Healthcare (XLV) 1.6 $3.4M 25k 135.85
Ishares Tr Core S&p500 Etf (IVV) 1.4 $3.0M 7.7k 384.23
Select Sector Spdr Tr Sbi Cons Discr (XLY) 1.3 $2.7M 21k 129.16
Johnson & Johnson (JNJ) 1.2 $2.6M 15k 176.66
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.2 $2.5M 7.1k 351.35
Proshares Tr S&p 500 Dv Arist (NOBL) 1.1 $2.3M +8% 26k 89.99
Vanguard Index Fds Total Stk Mkt (VTI) 0.9 $1.9M -10% 10k 191.20
McDonald's Corporation (MCD) 0.9 $1.9M 7.3k 263.53
TJX Companies (TJX) 0.8 $1.8M 22k 79.60
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.8 $1.7M +521% 148k 11.18
Exxon Mobil Corporation (XOM) 0.8 $1.6M 14k 110.30
Ishares Tr Core High Dv Etf (HDV) 0.7 $1.4M +13% 14k 104.24
Eli Lilly & Co. (LLY) 0.7 $1.4M 3.8k 365.80
Ishares Tr Russell 2000 Etf (IWM) 0.7 $1.4M 8.0k 174.36
Ishares Tr Rus 2000 Grw Etf (IWO) 0.7 $1.4M 6.4k 214.52
Coca-Cola Company (KO) 0.6 $1.3M 21k 63.61
Merck & Co (MRK) 0.6 $1.2M 11k 110.95
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $1.2M 4.0k 308.90
UnitedHealth (UNH) 0.5 $1.1M 2.1k 530.19
Select Sector Spdr Tr Financial (XLF) 0.5 $1.1M 33k 34.20
Emerson Electric (EMR) 0.5 $1.1M 12k 96.06
Pepsi (PEP) 0.5 $1.0M 5.6k 180.67
Select Sector Spdr Tr Technology (XLK) 0.5 $1.0M +7% 8.1k 124.44
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.5 $953k -27% 19k 49.49
Abbott Laboratories (ABT) 0.5 $941k 8.6k 109.79
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.5 $937k 2.00 468711.00
Deere & Company (DE) 0.4 $892k 2.1k 428.70
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.4 $873k 12k 74.55
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.4 $847k 12k 70.50
Chevron Corporation (CVX) 0.4 $844k 4.7k 179.48
Wal-Mart Stores (WMT) 0.4 $786k 5.5k 141.79
Alphabet Cap Stk Cl C (GOOG) 0.4 $781k 8.8k 88.73
Vanguard Index Fds Growth Etf (VUG) 0.4 $755k -6% 3.5k 213.09
Proshares Tr S&p Mdcp 400 Div (REGL) 0.4 $747k 10k 71.55
CSX Corporation (CSX) 0.4 $746k 24k 30.98
Vanguard Index Fds Value Etf (VTV) 0.4 $742k 5.3k 140.38
International Business Machines (IBM) 0.3 $700k 5.0k 140.88
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.3 $692k -43% 8.5k 81.17
Pfizer (PFE) 0.3 $596k 12k 51.24
Amgen (AMGN) 0.3 $590k 2.2k 262.62
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.3 $584k 12k 47.29
Walt Disney Company (DIS) 0.3 $583k +7% 6.7k 86.88
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.3 $545k 11k 50.67
Ishares Tr Micro-cap Etf (IWC) 0.3 $529k -8% 4.9k 107.82
Nextera Energy (NEE) 0.3 $519k 6.2k 83.60
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $504k 4.7k 108.20
Colgate-Palmolive Company (CL) 0.2 $501k 6.4k 78.79
Bristol Myers Squibb (BMY) 0.2 $470k 6.5k 71.95
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $469k 3.2k 145.07
Spdr Gold Tr Gold Shs (GLD) 0.2 $460k +3% 2.7k 169.64
At&t (T) 0.2 $447k -9% 24k 18.41
Thomson Reuters Corp. Com New (TRI) 0.2 $434k 3.8k 114.08
Home Depot (HD) 0.2 $424k 1.3k 315.88
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $401k 6.9k 58.50
Vanguard World Fds Inf Tech Etf (VGT) 0.2 $384k -5% 1.2k 319.34
BlackRock Enhanced Dividend Achievers Tr (BDJ) 0.2 $382k +2% 42k 9.01
Alphabet Cap Stk Cl A (GOOGL) 0.2 $367k 4.2k 88.23
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $363k -16% 1.4k 266.24
Visa Com Cl A (V) 0.2 $359k 1.7k 207.75
JPMorgan Chase & Co. (JPM) 0.2 $357k 2.7k 134.11
Nuveen Equity Premium Income Fund (BXMX) 0.2 $343k 27k 12.65
Cisco Systems (CSCO) 0.2 $335k 7.0k 47.64
Verizon Communications (VZ) 0.2 $325k 8.2k 39.40
Broadcom (AVGO) 0.1 $307k 549.00 559.13
Norfolk Southern (NSC) 0.1 $301k 1.2k 246.42
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $277k 1.5k 179.74
Comcast Corp Cl A (CMCSA) 0.1 $264k 7.5k 34.97
Trane Technologies SHS (TT) 0.1 $261k 1.6k 168.04
Principal Financial (PFG) 0.1 $258k 3.1k 83.92
Automatic Data Processing (ADP) 0.1 $246k 1.0k 238.86
Corning Incorporated (GLW) 0.1 $239k 7.5k 31.94
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $237k 2.1k 113.98
Proshares Tr Russ 2000 Divd (SMDV) 0.1 $236k 3.9k 61.36
Philip Morris International (PM) 0.1 $232k 2.3k 101.19
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $223k 1.5k 151.65
Bank of America Corporation (BAC) 0.1 $220k 6.6k 33.12
D.R. Horton (DHI) 0.1 $219k 2.5k 89.16
Canadian Pacific Railway (CP) 0.1 $215k 2.9k 74.59
Kimberly-Clark Corporation (KMB) 0.1 $213k 1.6k 135.73
Ishares Tr Cre U S Reit Etf (USRT) 0.1 $209k 4.2k 49.45
salesforce (CRM) 0.1 $204k 1.5k 132.59
American Electric Power Company (AEP) 0.1 $203k 2.1k 94.95
Raytheon Technologies Corp (RTX) 0.1 $203k 2.0k 100.93
Intel Corporation (INTC) 0.1 $200k 7.6k 26.43
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.1 $194k 2.7k 72.25
Illinois Tool Works (ITW) 0.1 $188k 855.00 220.31
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $183k -13% 2.6k 71.84
Medtronic SHS (MDT) 0.1 $181k -17% 2.3k 77.71
Amazon (AMZN) 0.1 $175k -88% 2.1k 84.00
Costco Wholesale Corporation (COST) 0.1 $174k 382.00 456.50
Mondelez Intl Cl A (MDLZ) 0.1 $174k 2.6k 66.64
Mastercard Incorporated Cl A (MA) 0.1 $168k 484.00 347.77
Xcel Energy (XEL) 0.1 $167k 2.4k 70.11
Diageo Spon Adr New (DEO) 0.1 $166k NEW 929.00 178.19
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $165k 1.0k 158.85
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $163k 1.8k 91.29
Nike CL B (NKE) 0.1 $162k 1.4k 117.01
General Mills (GIS) 0.1 $160k 1.9k 83.83
PPG Industries (PPG) 0.1 $160k 1.3k 125.77
Honeywell International (HON) 0.1 $158k 736.00 214.17
Texas Instruments Incorporated (TXN) 0.1 $155k 937.00 165.25
Altria (MO) 0.1 $149k -14% 3.3k 45.71
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $148k 737.00 200.41
Oracle Corporation (ORCL) 0.1 $147k 1.8k 81.73
Allstate Corporation (ALL) 0.1 $145k 1.1k 135.55
Stryker Corporation (SYK) 0.1 $141k 576.00 244.40
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $137k 1.4k 100.83
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $136k 1.0k 135.30
Booking Holdings (BKNG) 0.1 $133k 66.00 2015.27
Southern Company (SO) 0.1 $129k 1.8k 71.40
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $127k 382.00 331.74
Consolidated Edison (ED) 0.1 $126k 1.3k 95.28
Dolby Laboratories Com Cl A (DLB) 0.1 $124k 1.8k 70.53
AutoZone (AZO) 0.1 $123k 50.00 2466.18
Tesla Motors (TSLA) 0.1 $123k 996.00 123.18
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.1 $122k 1.2k 98.22
Federal Rlty Invt Tr Sh Ben Int New (FRT) 0.1 $121k 1.2k 101.03
Adobe Systems Incorporated (ADBE) 0.1 $121k 358.00 336.53
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $119k 1.1k 108.03
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $115k 261.00 442.00
Travelers Companies (TRV) 0.1 $110k 585.00 187.45
Zoetis Cl A (ZTS) 0.1 $107k 733.00 146.55
California Water Service (CWT) 0.0 $101k 1.7k 60.64
Union Pacific Corporation (UNP) 0.0 $97k 467.00 207.04
Accenture Plc Ireland Shs Class A (ACN) 0.0 $94k 351.00 266.85
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $89k 938.00 94.67
M&T Bank Corporation (MTB) 0.0 $88k 608.00 144.98
Ingersoll Rand (IR) 0.0 $88k 1.7k 52.25
Vanguard World Fds Utilities Etf (VPU) 0.0 $86k 560.00 153.26
Progressive Corporation (PGR) 0.0 $85k 657.00 129.71
Gilead Sciences (GILD) 0.0 $83k 964.00 85.83
NVIDIA Corporation (NVDA) 0.0 $83k -54% 565.00 146.14
Essential Utils (WTRG) 0.0 $81k 1.7k 47.73
Intuit (INTU) 0.0 $80k 205.00 389.22
Wells Fargo & Company (WFC) 0.0 $76k 1.9k 41.29
Ishares Tr Core Div Grwth (DGRO) 0.0 $75k 1.5k 50.01
Marsh & McLennan Companies (MMC) 0.0 $74k 445.00 165.44
Eversource Energy (ES) 0.0 $73k 874.00 83.88
Asml Holding N V N Y Registry Shs (ASML) 0.0 $72k 132.00 546.40
Carrier Global Corporation (CARR) 0.0 $71k 1.7k 41.25
Iqvia Holdings (IQV) 0.0 $71k 345.00 204.89
Us Bancorp Del Com New (USB) 0.0 $70k 1.6k 43.62
Snap-on Incorporated (SNA) 0.0 $70k 304.00 228.49
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $69k 829.00 83.60
Ishares Tr Core S&p Us Gwt (IUSG) 0.0 $69k 842.00 81.49
Eaton Corp SHS (ETN) 0.0 $68k 435.00 156.95
Vanguard World Fds Health Car Etf (VHT) 0.0 $67k -18% 268.00 248.07
Select Sector Spdr Tr Sbi Materials (XLB) 0.0 $63k 806.00 77.71
Meta Platforms Cl A (META) 0.0 $62k -55% 517.00 120.34
ON Semiconductor (ON) 0.0 $62k 986.00 62.37
Duke Energy Corp Com New (DUK) 0.0 $61k 590.00 102.98
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $61k 284.00 213.95
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $60k +21% 712.00 84.85
Chipotle Mexican Grill (CMG) 0.0 $57k 41.00 1387.49
Agilent Technologies Inc C ommon (A) 0.0 $57k 379.00 149.65
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $56k 1.3k 41.98
Linde SHS (LIN) 0.0 $55k 169.00 326.18
Anthem (ELV) 0.0 $54k 105.00 512.97
Allegion Ord Shs (ALLE) 0.0 $53k 506.00 105.26
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $53k 700.00 75.28
Tractor Supply Company (TSCO) 0.0 $52k 233.00 224.97
Dupont De Nemours (DD) 0.0 $52k 763.00 68.63
Enbridge (ENB) 0.0 $52k 1.3k 39.06
Astrazeneca Sponsored Adr (AZN) 0.0 $52k 768.00 67.80
Vanguard Bd Index Fds Intermed Term (BIV) 0.0 $52k 700.00 74.32
Goldman Sachs (GS) 0.0 $51k 147.00 343.38
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $48k 703.00 68.29
Moody's Corporation (MCO) 0.0 $47k 169.00 278.62
Zimmer Holdings (ZBH) 0.0 $47k 368.00 127.37
Otis Worldwide Corp (OTIS) 0.0 $47k 598.00 78.32
Equinix (EQIX) 0.0 $47k 71.00 655.03
Lauder Estee Cos Cl A (EL) 0.0 $46k 187.00 248.11
Northwest Natural Holdin (NWN) 0.0 $46k 961.00 47.59
MetLife (MET) 0.0 $45k 628.00 72.37
CF Industries Holdings (CF) 0.0 $44k 517.00 85.20
Msci (MSCI) 0.0 $44k 94.00 465.17
Vanguard Index Fds Large Cap Etf (VV) 0.0 $44k 251.00 173.98
General Dynamics Corporation (GD) 0.0 $43k 174.00 248.25
Global X Fds Us Infr Dev Etf (PAVE) 0.0 $43k 1.6k 26.49
AECOM Technology Corporation (ACM) 0.0 $41k 487.00 84.93
United Parcel Service CL B (UPS) 0.0 $41k 237.00 173.84
CoStar (CSGP) 0.0 $41k 530.00 77.28
Edwards Lifesciences (EW) 0.0 $41k 548.00 74.61
Lululemon Athletica (LULU) 0.0 $40k 126.00 320.38
Lpl Financial Holdings (LPLA) 0.0 $39k 181.00 216.17
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.0 $39k 600.00 64.67
Cbre Group Cl A (CBRE) 0.0 $38k 494.00 76.96
Vanguard Index Fds Small Cp Etf (VB) 0.0 $38k 205.00 183.63
Ansys (ANSS) 0.0 $37k 155.00 241.59
Northrop Grumman Corporation (NOC) 0.0 $37k 68.00 545.60
Dow (DOW) 0.0 $37k 727.00 50.39
Nutrien (NTR) 0.0 $37k 500.00 72.96
Advanced Micro Devices (AMD) 0.0 $36k 552.00 64.77
Qualcomm (QCOM) 0.0 $35k 322.00 109.94
Palo Alto Networks (PANW) 0.0 $35k 249.00 139.54
Cognizant Technology Solutio Cl A (CTSH) 0.0 $34k 602.00 57.19
Bk Nova Cad (BNS) 0.0 $34k 700.00 48.98
Ryder System (R) 0.0 $34k 408.00 83.57
Ligand Pharmaceuticals Com New (LGND) 0.0 $33k 500.00 66.80
Albemarle Corporation (ALB) 0.0 $33k 150.00 216.86
Bce Com New (BCE) 0.0 $33k 740.00 43.95
Rlj Lodging Tr Cum Conv Pfd A (RLJ.PA) 0.0 $32k 1.4k 23.79
Electronic Arts (EA) 0.0 $32k 263.00 122.18
United Rentals (URI) 0.0 $32k 89.00 355.42
Houlihan Lokey Cl A (HLI) 0.0 $31k 353.00 87.16
Select Sector Spdr Tr Energy (XLE) 0.0 $31k 352.00 87.37
Dominion Resources (D) 0.0 $31k 500.00 61.27
PNC Financial Services (PNC) 0.0 $30k 190.00 157.94
Teledyne Technologies Incorporated (TDY) 0.0 $30k 75.00 399.91
Nxp Semiconductors N V (NXPI) 0.0 $30k 189.00 158.03
3M Company (MMM) 0.0 $29k -29% 243.00 119.70
Mid-America Apartment (MAA) 0.0 $29k 183.00 156.99
GATX Corporation (GATX) 0.0 $28k 266.00 106.34
CVS Caremark Corporation (CVS) 0.0 $28k 303.00 93.30
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $28k -86% 545.00 51.70
American Express Company (AXP) 0.0 $28k 190.00 147.75
Diodes Incorporated (DIOD) 0.0 $28k 368.00 76.14
Ishares Tr Us Treas Bd Etf (GOVT) 0.0 $28k 1.2k 22.72
Warner Bros Discovery Com Ser A (WBD) 0.0 $28k -15% 2.9k 9.48
Clorox Company (CLX) 0.0 $28k 196.00 140.31
Raymond James Financial (RJF) 0.0 $27k 256.00 106.85
Kla Corp Com New (KLAC) 0.0 $25k 66.00 377.03
Ishares Core Msci Emkt (IEMG) 0.0 $25k 527.00 46.71
Starbucks Corporation (SBUX) 0.0 $24k 241.00 99.20
Knight-swift Transn Hldgs In Cl A (KNX) 0.0 $24k 453.00 52.41
Charter Communications Inc N Cl A (CHTR) 0.0 $23k -54% 69.00 339.10
Monolithic Power Systems (MPWR) 0.0 $23k 65.00 353.62
Vaneck Etf Trust Semiconductr Etf (SMH) 0.0 $23k 112.00 203.55
Phillips Edison & Co Common Stock (PECO) 0.0 $23k 716.00 31.84
Hologic (HOLX) 0.0 $23k 303.00 74.81
Etf Managers Tr Prime Cybr Scrty (HACK) 0.0 $22k 500.00 44.01
Vmware Cl A Com (VMW) 0.0 $22k 176.00 122.76
Veeva Sys Cl A Com (VEEV) 0.0 $21k 132.00 161.38
Cdw (CDW) 0.0 $21k 119.00 178.58
Cigna Corp (CI) 0.0 $21k 64.00 331.34
Align Technology (ALGN) 0.0 $21k -52% 100.00 210.90
Yum! Brands (YUM) 0.0 $21k 160.00 128.08
Dover Corporation (DOV) 0.0 $20k 151.00 135.26
Genpact SHS (G) 0.0 $20k 438.00 46.32
Regeneron Pharmaceuticals (REGN) 0.0 $20k 28.00 721.50
Deckers Outdoor Corporation (DECK) 0.0 $20k 50.00 399.16
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 0.0 $20k NEW 955.00 20.48
Magna Intl Inc cl a (MGA) 0.0 $20k 347.00 56.18
Centene Corporation (CNC) 0.0 $19k 231.00 82.01
Webster Financial Corporation (WBS) 0.0 $19k 400.00 47.34
Black Knight (BKI) 0.0 $19k 306.00 61.75
Moog Cl A (MOG.A) 0.0 $18k 210.00 87.76
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $18k 405.00 44.79
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.0 $18k 482.00 36.97
Republic Services (RSG) 0.0 $18k 137.00 128.99
Bio Rad Labs Cl A (BIO) 0.0 $18k 42.00 420.50
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $17k 230.00 75.40
Global X Fds Autonmous Ev Etf (DRIV) 0.0 $17k 838.00 19.87
Dell Technologies CL C (DELL) 0.0 $16k 401.00 40.22
Cubesmart (CUBE) 0.0 $16k 400.00 40.25
Lyondellbasell Industries N Shs - A - (LYB) 0.0 $16k +109% 191.00 83.03
Darden Restaurants (DRI) 0.0 $16k 113.00 138.33
Citigroup Com New (C) 0.0 $16k -55% 344.00 45.23
Air Products & Chemicals (APD) 0.0 $15k 50.00 308.26
Pembina Pipeline Corp (PBA) 0.0 $15k 450.00 33.95
Cirrus Logic (CRUS) 0.0 $15k 204.00 74.48
Sba Communications Corp Cl A (SBAC) 0.0 $15k 54.00 280.31
Woodward Governor Company (WWD) 0.0 $15k 156.00 96.61
Akamai Technologies (AKAM) 0.0 $15k 175.00 84.30
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.0 $14k 92.00 152.41
L3harris Technologies (LHX) 0.0 $14k 65.00 208.22
Stericycle (SRCL) 0.0 $13k 264.00 49.89
Wec Energy Group (WEC) 0.0 $13k 139.00 93.76
Eastman Chemical Company (EMN) 0.0 $13k 160.00 81.44
Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ) 0.0 $13k 529.00 23.92
Corteva (CTVA) 0.0 $12k 200.00 58.78
Universal Display Corporation (OLED) 0.0 $12k 106.00 108.04
Digital Realty Trust (DLR) 0.0 $11k 113.00 100.27
Westlake Chemical Corporation (WLK) 0.0 $11k 109.00 102.54
Morgan Stanley Com New (MS) 0.0 $11k 127.00 85.02
Reinsurance Grp Of America I Com New (RGA) 0.0 $10k 71.00 142.08
Omniab 0.0 $8.8k NEW 2.5k 3.60
Intercontinental Exchange (ICE) 0.0 $8.6k 84.00 102.60
PPL Corporation (PPL) 0.0 $8.3k 285.00 29.22
Fidelity National Information Services (FIS) 0.0 $8.0k +16% 118.00 67.85
Amplify Etf Tr Blockchain Ldr (BLOK) 0.0 $7.9k 525.00 15.11
State Street Corporation (STT) 0.0 $7.8k 100.00 77.57
Global Payments (GPN) 0.0 $7.7k +16% 78.00 99.32
Blackstone Group Inc Com Cl A (BX) 0.0 $7.7k -26% 104.00 74.32
FedEx Corporation (FDX) 0.0 $6.4k 37.00 173.19
ConocoPhillips (COP) 0.0 $6.4k 54.00 118.00
Global X Fds Lithium Btry Etf (LIT) 0.0 $6.1k 104.00 58.70
Pacer Fds Tr Data And Infrast (SRVR) 0.0 $5.8k 201.00 28.96
Waste Management (WM) 0.0 $5.8k 37.00 156.89
Marathon Petroleum Corp (MPC) 0.0 $5.1k 44.00 116.39
Royal Caribbean Cruises (RCL) 0.0 $5.0k 101.00 49.43
Ingles Mkts Cl A (IMKTA) 0.0 $4.1k 43.00 96.47
ConAgra Foods (CAG) 0.0 $4.0k 104.00 38.70
Archer Daniels Midland Company (ADM) 0.0 $4.0k 43.00 92.86
Terex Corporation (TEX) 0.0 $3.9k 92.00 42.59
Shell Spon Ads (SHEL) 0.0 $3.3k 58.00 56.95
Intuitive Surgical Com New (ISRG) 0.0 $3.2k 12.00 265.33
Invesco SHS (IVZ) 0.0 $3.1k 171.00 17.99
Vodafone Group Sponsored Adr (VOD) 0.0 $1.6k 154.00 10.12
Teva Pharmaceutical Inds Sponsored Ads (TEVA) 0.0 $1.1k 122.00 9.12
Ess Tech Common Stock (GWH) 0.0 $734.011000 302.00 2.43

Past Filings by Jackson, Grant Investment Advisers

SEC 13F filings are viewable for Jackson, Grant Investment Advisers going back to 2016

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