Jackson, Grant Investment Advisers

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

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Positions held by Jackson, Grant Investment Advisers consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Jackson, Grant Investment Advisers

Jackson, Grant Investment Advisers holds 353 positions in its portfolio as reported in the June 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) 11.6 $23M 62k 377.25
Spdr Ser Tr S&p Divid Etf (SDY) 9.2 $19M 156k 118.69
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 8.0 $16M -3% 120k 134.23
Vanguard Specialized Funds Div App Etf (VIG) 7.1 $14M 100k 143.47
Vanguard Index Fds Mid Cap Etf (VO) 5.2 $11M 53k 196.97
Ishares Tr Core Us Aggbd Et (AGG) 3.4 $6.8M -20% 67k 101.69
Ishares Tr Pfd And Incm Sec (PFF) 2.6 $5.3M -7% 161k 32.88
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 2.6 $5.2M -4% 84k 62.00
Microsoft Corporation (MSFT) 2.4 $4.9M 19k 256.83
Procter & Gamble Company (PG) 2.3 $4.7M -3% 33k 143.78
Abbvie (ABBV) 2.3 $4.6M 30k 153.15
Ishares Tr Select Divid Etf (DVY) 2.3 $4.6M +3% 39k 117.66
Apple (AAPL) 1.9 $3.9M -3% 29k 136.70
Select Sector Spdr Tr Sbi Healthcare (XLV) 1.6 $3.1M 25k 128.25

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Select Sector Spdr Tr Sbi Cons Discr (XLY) 1.5 $3.0M 22k 137.49
Ishares Tr Core S&p500 Etf (IVV) 1.4 $2.9M -11% 7.7k 379.13
Johnson & Johnson (JNJ) 1.3 $2.6M -5% 14k 177.50
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.2 $2.4M 6.8k 346.94
Vanguard Index Fds Total Stk Mkt (VTI) 1.1 $2.2M 12k 188.63
Proshares Tr S&p 500 Dv Arist (NOBL) 1.0 $2.0M +2% 23k 85.38
Amazon (AMZN) 0.9 $1.9M +1904% 18k 106.24
McDonald's Corporation (MCD) 0.9 $1.8M 7.2k 246.85
Ishares Tr Rus 2000 Grw Etf (IWO) 0.7 $1.3M 6.5k 206.28
Ishares Tr Russell 2000 Etf (IWM) 0.7 $1.3M -2% 7.9k 169.36
Coca-Cola Company (KO) 0.7 $1.3M -6% 21k 62.92
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.7 $1.3M +3% 26k 49.93
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.6 $1.2M -48% 15k 82.76
Eli Lilly & Co. (LLY) 0.6 $1.2M 3.8k 324.31
TJX Companies (TJX) 0.6 $1.2M 22k 55.85
Exxon Mobil Corporation (XOM) 0.6 $1.2M 14k 85.62
UnitedHealth (UNH) 0.5 $1.1M 2.1k 513.50
Vanguard Index Fds Growth Etf (VUG) 0.5 $1.1M -13% 4.9k 222.84
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $1.1M 4.0k 272.91
Select Sector Spdr Tr Financial (XLF) 0.5 $1.0M 33k 31.44
Abbott Laboratories (ABT) 0.5 $1.0M 9.4k 108.70
Merck & Co (MRK) 0.5 $1.0M 11k 91.16
Select Sector Spdr Tr Technology (XLK) 0.5 $993k -2% 7.8k 127.14
Alphabet Cap Stk Cl C (GOOG) 0.5 $962k 440.00 2186.36
Pepsi (PEP) 0.5 $944k 5.7k 166.73
Emerson Electric (EMR) 0.5 $925k 12k 79.56
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.4 $838k 12k 72.15
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.4 $835k 12k 70.15
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $818k 2.00 409000.00
Proshares Tr S&p Mdcp 400 Div (REGL) 0.3 $701k 10k 67.47
Spdr Gold Tr Gold Shs (GLD) 0.3 $699k +69% 4.1k 168.56
International Business Machines (IBM) 0.3 $699k 4.9k 141.27
CSX Corporation (CSX) 0.3 $698k 24k 29.07
Vanguard Index Fds Value Etf (VTV) 0.3 $695k +64% 5.3k 131.95
Chevron Corporation (CVX) 0.3 $678k 4.7k 144.69
Wal-Mart Stores (WMT) 0.3 $673k 5.5k 121.57
Deere & Company (DE) 0.3 $623k 2.1k 299.38
Pfizer (PFE) 0.3 $607k 12k 52.45
Walt Disney Company (DIS) 0.3 $590k 6.2k 94.46
At&t (T) 0.3 $572k -4% 27k 20.96
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.3 $559k 11k 52.29
Ishares Tr Micro-cap Etf (IWC) 0.3 $553k 5.3k 103.87
Amgen (AMGN) 0.3 $546k 2.2k 243.10
Bristol Myers Squibb (BMY) 0.3 $514k 6.7k 76.98
Colgate-Palmolive Company (CL) 0.3 $506k -7% 6.3k 80.22
Nextera Energy (NEE) 0.2 $480k 6.2k 77.41
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $474k 4.7k 101.67
Vanguard World Fds Inf Tech Etf (VGT) 0.2 $457k -9% 1.4k 326.43
Alphabet Cap Stk Cl A (GOOGL) 0.2 $449k 206.00 2179.61
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $439k 3.2k 137.53
Verizon Communications (VZ) 0.2 $420k 8.3k 50.72
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.2 $415k -2% 8.9k 46.48
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $412k 6.8k 60.34
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $400k 1.4k 279.92
Thomson Reuters Corp. Com New (TRI) 0.2 $396k 3.8k 104.13
Ishares Tr Core High Dv Etf (HDV) 0.2 $389k +36% 3.9k 100.34
Home Depot (HD) 0.2 $369k 1.3k 274.55
BlackRock Enhanced Dividend Achievers Tr (BDJ) 0.2 $361k 41k 8.83
Visa Com Cl A (V) 0.2 $340k 1.7k 196.99
Nuveen Equity Premium Income Fund (BXMX) 0.2 $326k 26k 12.36
Medtronic SHS (MDT) 0.2 $323k 3.6k 89.72
Cisco Systems (CSCO) 0.1 $297k 7.0k 42.71
Comcast Corp Cl A (CMCSA) 0.1 $295k 7.5k 39.23
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.1 $294k -32% 24k 12.36
Intel Corporation (INTC) 0.1 $282k 7.5k 37.41
JPMorgan Chase & Co. (JPM) 0.1 $280k +2% 2.5k 112.54
Norfolk Southern (NSC) 0.1 $278k 1.2k 227.68
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $269k 1.5k 175.47
Broadcom (AVGO) 0.1 $267k +6% 549.00 486.34
salesforce (CRM) 0.1 $254k -7% 1.5k 165.15
Corning Incorporated (GLW) 0.1 $236k 7.5k 31.48
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $230k 2.1k 111.49
Tesla Motors (TSLA) 0.1 $227k 337.00 673.59
Proshares Tr Russ 2000 Divd (SMDV) 0.1 $226k 3.8k 58.82
Ishares Tr Cre U S Reit Etf (USRT) 0.1 $225k 4.2k 53.47
Philip Morris International (PM) 0.1 $225k -3% 2.3k 98.64
Automatic Data Processing (ADP) 0.1 $215k 1.0k 210.37
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $214k -18% 4.2k 51.57
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $212k 1.5k 144.91
Kimberly-Clark Corporation (KMB) 0.1 $209k -8% 1.5k 135.28
Bank of America Corporation (BAC) 0.1 $206k 6.6k 31.07
Principal Financial (PFG) 0.1 $205k 3.1k 66.75
American Electric Power Company (AEP) 0.1 $204k 2.1k 95.82
Trane Technologies SHS (TT) 0.1 $202k 1.6k 130.07
Canadian Pacific Railway (CP) 0.1 $201k +2% 2.9k 69.79
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $192k 2.6k 75.15
Raytheon Technologies Corp (RTX) 0.1 $192k 2.0k 96.10
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.1 $190k 2.7k 70.47
Meta Platforms Cl A (META) 0.1 $189k 1.2k 161.26
NVIDIA Corporation (NVDA) 0.1 $188k 1.2k 151.25
Costco Wholesale Corporation (COST) 0.1 $183k 382.00 479.06
Adobe Systems Incorporated (ADBE) 0.1 $177k +4% 483.00 366.46
Xcel Energy (XEL) 0.1 $168k 2.4k 70.71
D.R. Horton (DHI) 0.1 $163k 2.5k 66.31
Altria (MO) 0.1 $162k 3.9k 41.88
Mondelez Intl Cl A (MDLZ) 0.1 $161k 2.6k 62.11
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $158k 1.8k 89.06
Illinois Tool Works (ITW) 0.1 $156k 855.00 182.46
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $154k 1.0k 150.24
Mastercard Incorporated Cl A (MA) 0.1 $153k 484.00 316.12
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $145k 734.00 197.55
PPG Industries (PPG) 0.1 $145k 1.3k 114.08
Texas Instruments Incorporated (TXN) 0.1 $144k 937.00 153.68
General Mills (GIS) 0.1 $143k -20% 1.9k 75.18
Nike CL B (NKE) 0.1 $141k 1.4k 102.10
Allstate Corporation (ALL) 0.1 $134k 1.1k 126.89
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $128k 991.00 129.16
Honeywell International (HON) 0.1 $128k 734.00 174.39
Southern Company (SO) 0.1 $127k 1.8k 71.43
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $127k 1.3k 94.56
Zoetis Cl A (ZTS) 0.1 $126k 733.00 171.90
Oracle Corporation (ORCL) 0.1 $126k 1.8k 70.04
Dolby Laboratories Com Cl A (DLB) 0.1 $125k -3% 1.7k 71.72
Consolidated Edison (ED) 0.1 $124k 1.3k 94.95
Booking Holdings (BKNG) 0.1 $119k +3% 68.00 1750.00
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $117k 379.00 308.71
Stryker Corporation (SYK) 0.1 $115k 576.00 199.65
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $115k 1.1k 105.22
Federal Rlty Invt Tr Sh Ben Int New (FRT) 0.1 $114k 1.2k 95.56
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.1 $108k +3% 1.2k 87.59
AutoZone (AZO) 0.1 $107k 50.00 2140.00
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $107k 259.00 413.13
Travelers Companies (TRV) 0.0 $98k 582.00 168.38
Union Pacific Corporation (UNP) 0.0 $98k 461.00 212.58
Accenture Plc Ireland Shs Class A (ACN) 0.0 $97k 351.00 276.35
M&T Bank Corporation (MTB) 0.0 $96k +710% 600.00 160.00
California Water Service (CWT) 0.0 $92k 1.7k 55.39
Liveramp Holdings (RAMP) 0.0 $87k 3.4k 25.77
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $86k 929.00 92.57
Vanguard World Fds Utilities Etf (VPU) 0.0 $84k 550.00 152.73
Intuit (INTU) 0.0 $79k 205.00 385.37
Essential Utils (WTRG) 0.0 $78k 1.7k 46.02
Vanguard World Fds Health Car Etf (VHT) 0.0 $77k 328.00 234.76
Progressive Corporation (PGR) 0.0 $76k 657.00 115.68
Iqvia Holdings (IQV) 0.0 $75k 345.00 217.39
Eversource Energy (ES) 0.0 $74k 874.00 84.67
Us Bancorp Del Com New (USB) 0.0 $74k 1.6k 46.25
Wells Fargo & Company (WFC) 0.0 $73k 1.9k 39.44
Charter Communications Inc N Cl A (CHTR) 0.0 $71k 151.00 470.20
Ishares Tr Core Div Grwth (DGRO) 0.0 $71k 1.5k 47.75
Ishares Tr Core S&p Us Gwt (IUSG) 0.0 $70k 841.00 83.23
Ingersoll Rand (IR) 0.0 $70k 1.7k 41.79
Marsh & McLennan Companies (MMC) 0.0 $69k 442.00 156.11
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $65k 825.00 78.79
Proshares Tr Shrt 20+yr Tre (TBF) 0.0 $64k NEW 3.2k 19.93
Duke Energy Corp Com New (DUK) 0.0 $63k 590.00 106.78
3M Company (MMM) 0.0 $63k 485.00 129.90
Servicenow (NOW) 0.0 $63k 132.00 477.27
Asml Holding N V N Y Registry Shs (ASML) 0.0 $63k 132.00 477.27
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $62k 282.00 219.86
Invesco Db Commdy Indx Trck Unit (DBC) 0.0 $62k NEW 2.3k 26.60
Carrier Global Corporation (CARR) 0.0 $61k 1.7k 35.47
Gilead Sciences (GILD) 0.0 $60k 964.00 62.24
Snap-on Incorporated (SNA) 0.0 $60k 304.00 197.37
Select Sector Spdr Tr Sbi Materials (XLB) 0.0 $59k 797.00 74.03
Enbridge (ENB) 0.0 $56k 1.3k 41.95
Eaton Corp SHS (ETN) 0.0 $55k 435.00 126.44
Vanguard Bd Index Fds Intermed Term (BIV) 0.0 $54k 700.00 77.14
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $54k 700.00 77.14
Chipotle Mexican Grill (CMG) 0.0 $54k 41.00 1317.07
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA) 0.0 $53k 1.3k 40.55
Edwards Lifesciences (EW) 0.0 $52k 548.00 94.89
Anthem (ANTM) 0.0 $51k 105.00 485.71
Northwest Natural Holdin (NWN) 0.0 $51k 961.00 53.07
Astrazeneca Sponsored Adr (AZN) 0.0 $51k 768.00 66.41
Align Technology (ALGN) 0.0 $50k -32% 211.00 236.97
Allegion Ord Shs (ALLE) 0.0 $50k 506.00 98.81
ON Semiconductor (ON) 0.0 $50k 986.00 50.71
Linde SHS (LIN) 0.0 $49k 169.00 289.94
Lauder Estee Cos Cl A (EL) 0.0 $48k 187.00 256.68
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $47k +12% 561.00 83.78
Warner Bros Discovery Com Ser A (WBD) 0.0 $47k NEW 3.5k 13.52
Equinix (EQIX) 0.0 $47k 71.00 661.97
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.0 $47k +4% 1.1k 43.93
Moody's Corporation (MCO) 0.0 $46k 169.00 272.19
Ligand Pharmaceuticals Com New (LGND) 0.0 $45k 500.00 90.00
Agilent Technologies Inc C ommon (A) 0.0 $45k 379.00 118.73
Tractor Supply Company (TSCO) 0.0 $45k +24% 233.00 193.13
CF Industries Holdings (CF) 0.0 $44k 517.00 85.11
Goldman Sachs (GS) 0.0 $44k 147.00 299.32
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $44k 698.00 63.04
United Parcel Service CL B (UPS) 0.0 $43k +4% 237.00 181.43
Vanguard Index Fds Large Cap Etf (VV) 0.0 $43k 251.00 171.31
Advanced Micro Devices (AMD) 0.0 $42k 552.00 76.09
Dupont De Nemours (DD) 0.0 $42k +4% 763.00 55.05
Otis Worldwide Corp (OTIS) 0.0 $42k 594.00 70.71
Qualcomm (QCOM) 0.0 $41k 322.00 127.33
Palo Alto Networks (PANW) 0.0 $41k -66% 83.00 493.98
Cognizant Technology Solutio Cl A (CTSH) 0.0 $41k +5% 602.00 68.11
Bk Nova Cad (BNS) 0.0 $41k 700.00 58.57
Nutrien (NTR) 0.0 $40k 500.00 80.00
Zimmer Holdings (ZBH) 0.0 $39k -38% 368.00 105.98
Dominion Resources (D) 0.0 $39k +11% 492.00 79.27
Msci (MSCI) 0.0 $39k 94.00 414.89
MetLife (MET) 0.0 $39k +7% 628.00 62.10
Dow (DOW) 0.0 $38k 727.00 52.27
Atlassian Corp Cl A (TEAM) 0.0 $38k 202.00 188.12
General Dynamics Corporation (GD) 0.0 $38k 172.00 220.93
Transunion (TRU) 0.0 $37k 460.00 80.43
Ball Corporation (BALL) 0.0 $37k 534.00 69.29
Ansys (ANSS) 0.0 $37k 155.00 238.71
Global X Fds Us Infr Dev Etf (PAVE) 0.0 $37k 1.6k 22.92
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.0 $36k 593.00 60.71
Coherent (COHR) 0.0 $36k 135.00 266.67
Cbre Group Cl A (CBRE) 0.0 $36k 494.00 72.87
Vanguard Index Fds Small Cp Etf (VB) 0.0 $36k 203.00 177.34
Bce Com New (BCE) 0.0 $36k 740.00 48.65
Rlj Lodging Tr Cum Conv Pfd A (RLJ.PA) 0.0 $35k 1.4k 25.77
Citigroup Com New (C) 0.0 $35k 766.00 45.69
Lululemon Athletica (LULU) 0.0 $34k 126.00 269.84
Northrop Grumman Corporation (NOC) 0.0 $33k 68.00 485.29
Lpl Financial Holdings (LPLA) 0.0 $33k 181.00 182.32
CoStar (CSGP) 0.0 $32k 530.00 60.38
Ferrari Nv Ord (RACE) 0.0 $32k 176.00 181.82
Mid-America Apartment (MAA) 0.0 $32k 183.00 174.86
Electronic Arts (EA) 0.0 $32k 263.00 121.67
AECOM Technology Corporation (ACM) 0.0 $32k 487.00 65.71
Albemarle Corporation (ALB) 0.0 $31k 150.00 206.67
Spdr Ser Tr Ice Pfd Sec Etf (PSK) 0.0 $31k 851.00 36.43
PNC Financial Services (PNC) 0.0 $30k +33% 190.00 157.89
Ishares Tr Us Treas Bd Etf (GOVT) 0.0 $29k 1.2k 23.83
Clorox Company (CLX) 0.0 $29k -25% 207.00 140.10
Ryder System (R) 0.0 $29k 408.00 71.08
CVS Caremark Corporation (CVS) 0.0 $28k +11% 301.00 93.02
Te Connectivity SHS (TEL) 0.0 $28k 249.00 112.45
Teledyne Technologies Incorporated (TDY) 0.0 $28k 75.00 373.33
Houlihan Lokey Cl A (HLI) 0.0 $28k 353.00 79.32
Nxp Semiconductors N V (NXPI) 0.0 $28k 189.00 148.15
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $27k -13% 243.00 111.11
Veeva Sys Cl A Com (VEEV) 0.0 $26k 132.00 196.97
Ishares Core Msci Emkt (IEMG) 0.0 $26k 520.00 50.00
American Express Company (AXP) 0.0 $26k 190.00 136.84
GATX Corporation (GATX) 0.0 $25k 266.00 93.98
Monolithic Power Systems (MPWR) 0.0 $25k 65.00 384.62
Select Sector Spdr Tr Energy (XLE) 0.0 $25k 344.00 72.67
Phillips Edison & Co Common Stock (PECO) 0.0 $24k 716.00 33.52
Diodes Incorporated (DIOD) 0.0 $24k 368.00 65.22
Workday Cl A (WDAY) 0.0 $24k 174.00 137.93
Syneos Health Cl A (SYNH) 0.0 $23k 324.00 70.99
Raymond James Financial (RJF) 0.0 $23k 256.00 89.84
Etf Managers Tr Prime Cybr Scrty (HACK) 0.0 $23k 499.00 46.09
Vaneck Etf Trust Semiconductr Etf (SMH) 0.0 $23k 112.00 205.36
United Rentals (URI) 0.0 $22k 89.00 247.19
Bio Rad Labs Cl A (BIO) 0.0 $21k 42.00 500.00
Kla Corp Com New (KLAC) 0.0 $21k 66.00 318.18
Knight-swift Transn Hldgs In Cl A (KNX) 0.0 $21k 453.00 46.36
Hologic (HOLX) 0.0 $21k 303.00 69.31
Black Knight (BKI) 0.0 $20k 306.00 65.36
Vmware Cl A Com (VMW) 0.0 $20k 176.00 113.64
Centene Corporation (CNC) 0.0 $20k 231.00 86.58
Myriad Genetics (MYGN) 0.0 $19k 1.0k 18.41
Cdw (CDW) 0.0 $19k 119.00 159.66
Genpact SHS (G) 0.0 $19k 438.00 43.38
Magna Intl Inc cl a (MGA) 0.0 $19k 347.00 54.76
Dell Technologies CL C (DELL) 0.0 $19k 401.00 47.38
Global X Fds Autonmous Ev Etf (DRIV) 0.0 $18k 837.00 21.51
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $18k 401.00 44.89
Republic Services (RSG) 0.0 $18k 137.00 131.39
Starbucks Corporation (SBUX) 0.0 $18k +33% 241.00 74.69
Yum! Brands (YUM) 0.0 $18k 160.00 112.50
Dover Corporation (DOV) 0.0 $18k 150.00 120.00
Vanguard World Fds Financials Etf (VFH) 0.0 $18k 239.00 75.31
American Campus Communities (ACC) 0.0 $18k 281.00 64.06
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.0 $17k 478.00 35.56
Key (KEY) 0.0 $17k 991.00 17.15
Moog Cl A (MOG.A) 0.0 $17k 210.00 80.95
Regeneron Pharmaceuticals (REGN) 0.0 $17k 28.00 607.14
Webster Financial Corporation (WBS) 0.0 $17k 400.00 42.50
Cubesmart (CUBE) 0.0 $17k 400.00 42.50
Cigna Corp (CI) 0.0 $17k +20% 64.00 265.62
Sba Communications Corp Cl A (SBAC) 0.0 $17k 54.00 314.81
Pembina Pipeline Corp (PBA) 0.0 $16k 450.00 35.56
Block Cl A (SQ) 0.0 $16k 265.00 60.38
Akamai Technologies (AKAM) 0.0 $16k 175.00 91.43
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $16k 225.00 71.11
L3harris Technologies (LHX) 0.0 $16k 65.00 246.15
Penn National Gaming (PENN) 0.0 $15k 503.00 29.82
Digital Realty Trust (DLR) 0.0 $15k -87% 113.00 132.74
Cirrus Logic (CRUS) 0.0 $15k 204.00 73.53
Woodward Governor Company (WWD) 0.0 $14k 156.00 89.74
Eastman Chemical Company (EMN) 0.0 $14k 160.00 87.50
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.0 $14k 92.00 152.17
Wec Energy Group (WEC) 0.0 $14k 139.00 100.72
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $13k 146.00 89.04
Deckers Outdoor Corporation (DECK) 0.0 $13k 50.00 260.00
Wisdomtree Tr Us High Dividend (DHS) 0.0 $13k 159.00 81.76
Darden Restaurants (DRI) 0.0 $13k 113.00 115.04
Blackstone Group Inc Com Cl A (BX) 0.0 $13k 140.00 92.86
Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ) 0.0 $12k -27% 528.00 22.73
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.0 $12k 298.00 40.27
Air Products & Chemicals (APD) 0.0 $12k 50.00 240.00
Direxion Shs Etf Tr Oil Gas Bl 2x Sh (GUSH) 0.0 $12k NEW 100.00 120.00
Cme (CME) 0.0 $12k 57.00 210.53
Stericycle (SRCL) 0.0 $12k 264.00 45.45
Select Sector Spdr Tr Communication (XLC) 0.0 $11k -94% 199.00 55.28
Universal Display Corporation (OLED) 0.0 $11k 106.00 103.77
Corteva (CTVA) 0.0 $11k 200.00 55.00
Westlake Chemical Corporation (WLK) 0.0 $11k 109.00 100.92
Morgan Stanley Com New (MS) 0.0 $10k 127.00 78.74
Amplify Etf Tr Blockchain Ldr (BLOK) 0.0 $10k 525.00 19.05
Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $9.0k 63.00 142.86
PPL Corporation (PPL) 0.0 $8.0k 285.00 28.07
Reinsurance Grp Of America I Com New (RGA) 0.0 $8.0k 71.00 112.68
Global X Fds Lithium Btry Etf (LIT) 0.0 $8.0k 104.00 76.92
Lyondellbasell Industries N Shs - A - (LYB) 0.0 $8.0k 91.00 87.91
FedEx Corporation (FDX) 0.0 $8.0k NEW 37.00 216.22
Southwest Airlines (LUV) 0.0 $8.0k +33% 230.00 34.78
Masco Corporation (MAS) 0.0 $8.0k 157.00 50.96
Pacer Fds Tr Bnchmrk Infra (SRVR) 0.0 $7.0k 199.00 35.18
Intercontinental Exchange (ICE) 0.0 $7.0k 74.00 94.59
Global Payments (GPN) 0.0 $7.0k +97% 67.00 104.48
Waste Management (WM) 0.0 $6.0k 37.00 162.16
State Street Corporation (STT) 0.0 $6.0k NEW 100.00 60.00
Robert Half International (RHI) 0.0 $6.0k 75.00 80.00
Proshares Tr Pshs Ultra Tech (ROM) 0.0 $6.0k +100% 200.00 30.00
Vanguard World Fds Consum Stp Etf (VDC) 0.0 $6.0k 30.00 200.00
Proshares Tr Pshs Ultra O&g (DIG) 0.0 $6.0k NEW 201.00 29.85
Allogene Therapeutics (ALLO) 0.0 $5.0k 469.00 10.66
ConocoPhillips (COP) 0.0 $5.0k NEW 54.00 92.59
Fidelity National Information Services (FIS) 0.0 $5.0k 58.00 86.21
Prologis (PLD) 0.0 $5.0k 40.00 125.00
International Paper Company (IP) 0.0 $5.0k 116.00 43.10
Marathon Petroleum Corp (MPC) 0.0 $4.0k NEW 44.00 90.91
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $4.0k 27.00 148.15
Wisdomtree Tr Us Midcap Fund (EZM) 0.0 $4.0k 81.00 49.38
ConAgra Foods (CAG) 0.0 $4.0k NEW 104.00 38.46
Invesco SHS (IVZ) 0.0 $3.0k NEW 171.00 17.54
Equity Residential Sh Ben Int (EQR) 0.0 $3.0k NEW 37.00 81.08
Spdr Ser Tr Aerospace Def (XAR) 0.0 $3.0k 25.00 120.00
Archer Daniels Midland Company (ADM) 0.0 $3.0k NEW 43.00 69.77
Shell Spon Ads (SHEL) 0.0 $3.0k NEW 58.00 51.72
Edison International (EIX) 0.0 $2.0k NEW 39.00 51.28
Intuitive Surgical Com New (ISRG) 0.0 $2.0k 12.00 166.67
Terex Corporation (TEX) 0.0 $2.0k 91.00 21.98
Vodafone Group Sponsored Adr (VOD) 0.0 $2.0k 154.00 12.99
Ess Tech Common Stock (GWH) 0.0 $1.0k 302.00 3.31
Dollar General (DG) 0.0 $1.0k 6.00 166.67
Teva Pharmaceutical Inds Sponsored Ads (TEVA) 0.0 $999.997400 NEW 122.00 8.20
Kyndryl Hldgs Common Stock (KD) 0.0 $0 NEW 2.00 0.00

Past Filings by Jackson, Grant Investment Advisers

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

View all past filings