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 43.58% of Jackson, Grant Investment Advisers's stock portfolio.
- Added to shares of these 10 stocks: VXUS, SPXX, BND, VNQ, XLF, VO, SPTM, IWM, IWF, NVDA.
- Started 6 new stock positions in IWP, VSNT, SPXX, VWO, AZN, CDE.
- Reduced shares in these 10 stocks: , SPLV, XOM, SPY, BMY, LLY, TRI, SPYM, FRT, ABBV.
- Sold out of its positions in AstraZeneca, New Gold Inc Cda, Nuveen Equity Premium Income Fund.
- Jackson, Grant Investment Advisers was a net seller of stock by $-433k.
- Jackson, Grant Investment Advisers has $300M in assets under management (AUM), dropping by -1.39%.
- Central Index Key (CIK): 0001650300
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Portfolio Holdings for Jackson, Grant Investment Advisers
Jackson, Grant Investment Advisers holds 398 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 12.9 | $39M | 59k | 650.34 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 10.0 | $30M | 156k | 191.92 |
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| Spdr Series Trust State Street Spd (SDY) | 8.6 | $26M | 176k | 145.94 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 7.2 | $22M | 100k | 215.06 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 5.0 | $15M | 52k | 287.18 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 2.6 | $7.8M | -4% | 107k | 73.14 |
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| Microsoft Corporation (MSFT) | 2.3 | $6.8M | 18k | 370.17 |
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| Abbvie (ABBV) | 2.2 | $6.7M | 31k | 217.49 |
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| Ishares Tr Select Divid Etf (DVY) | 1.9 | $5.8M | 38k | 151.41 |
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| Spdr Series Trust State Street Spd (SPYM) | 1.8 | $5.5M | -2% | 72k | 76.54 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.8 | $5.5M | 9.1k | 597.52 |
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| Apple (AAPL) | 1.8 | $5.3M | 21k | 253.79 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 1.7 | $5.2M | 52k | 99.27 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.4 | $4.3M | 6.5k | 653.25 |
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| Procter & Gamble Company (PG) | 1.3 | $4.0M | 28k | 144.44 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 1.3 | $4.0M | 131k | 30.32 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 1.2 | $3.5M | 24k | 146.61 |
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| TJX Companies (TJX) | 1.2 | $3.5M | 22k | 159.70 |
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| Select Sector Spdr Tr State Street Con (XLY) | 1.2 | $3.5M | 32k | 108.98 |
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| Johnson & Johnson (JNJ) | 1.1 | $3.4M | 14k | 244.45 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 1.1 | $3.2M | 30k | 106.01 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.0 | $2.9M | 9.1k | 320.81 |
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| Spdr Series Trust State Street Spd (SPTM) | 0.9 | $2.8M | +4% | 35k | 79.06 |
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| Exxon Mobil Corporation (XOM) | 0.9 | $2.6M | -10% | 16k | 169.66 |
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| McDonald's Corporation (MCD) | 0.8 | $2.4M | 7.6k | 310.78 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.8 | $2.4M | +5% | 9.5k | 248.00 |
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| Eli Lilly & Co. (LLY) | 0.8 | $2.4M | -6% | 2.6k | 919.62 |
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| Wal-Mart Stores (WMT) | 0.8 | $2.3M | 18k | 124.28 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $1.8M | 3.2k | 577.15 |
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| Coca-Cola Company (KO) | 0.6 | $1.8M | 24k | 76.05 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $1.8M | 3.7k | 479.24 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.6 | $1.7M | 13k | 132.90 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.5 | $1.6M | 12k | 135.72 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.5 | $1.6M | 3.7k | 436.80 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.5 | $1.5M | -2% | 4.9k | 313.80 |
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| Emerson Electric (EMR) | 0.5 | $1.5M | 12k | 131.02 |
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| Merck & Co (MRK) | 0.5 | $1.5M | -7% | 13k | 120.29 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.5 | $1.4M | 2.00 | 718140.00 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.5 | $1.4M | +18% | 29k | 49.37 |
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| Spdr Series Trust State Street Spd (SPYG) | 0.5 | $1.4M | 14k | 97.91 |
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| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.4 | $1.2M | -3% | 113k | 10.88 |
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| NVIDIA Corporation (NVDA) | 0.4 | $1.2M | +5% | 7.0k | 174.41 |
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| Deere & Company (DE) | 0.4 | $1.2M | 2.1k | 563.22 |
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| Vanguard World Inf Tech Etf (VGT) | 0.4 | $1.2M | 1.7k | 697.70 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $1.0M | +3% | 2.4k | 430.29 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 0.3 | $1.0M | -4% | 22k | 45.89 |
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| Corning Incorporated (GLW) | 0.3 | $1.0M | 7.5k | 135.97 |
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| Chevron Corporation (CVX) | 0.3 | $1.0M | 4.9k | 206.92 |
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| Amazon (AMZN) | 0.3 | $982k | +4% | 4.7k | 208.27 |
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| Vanguard Index Fds Value Etf (VTV) | 0.3 | $936k | 4.8k | 196.21 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.3 | $913k | +49% | 12k | 73.64 |
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| Ishares Tr Micro-cap Etf (IWC) | 0.3 | $883k | 5.5k | 159.61 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $881k | 3.1k | 286.88 |
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| Proshares Tr S&p Mdcp 400 Div (REGL) | 0.3 | $880k | 10k | 86.41 |
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| International Business Machines (IBM) | 0.3 | $866k | 3.6k | 242.40 |
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| Pepsi (PEP) | 0.3 | $864k | 5.6k | 155.29 |
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| Select Sector Spdr Tr State Street Con (XLP) | 0.3 | $847k | -3% | 10k | 81.98 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $839k | 5.7k | 148.10 |
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| Amgen (AMGN) | 0.3 | $838k | 2.4k | 351.82 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $825k | +5% | 2.9k | 287.58 |
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| Abbott Laboratories (ABT) | 0.3 | $821k | 8.0k | 102.66 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $793k | 7.0k | 113.12 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.3 | $765k | 579.00 | 1320.83 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $727k | 3.4k | 211.15 |
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| At&t (T) | 0.2 | $721k | 25k | 28.99 |
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| Home Depot (HD) | 0.2 | $713k | 2.2k | 328.86 |
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| Broadcom (AVGO) | 0.2 | $705k | 2.3k | 309.55 |
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| Cisco Systems (CSCO) | 0.2 | $668k | 8.6k | 77.59 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $662k | +4% | 13k | 49.89 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $650k | +1446% | 8.4k | 77.11 |
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| UnitedHealth (UNH) | 0.2 | $604k | -4% | 2.2k | 270.56 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $540k | 2.8k | 191.81 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $516k | +3% | 1.8k | 294.24 |
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| Bank of New York Mellon Corporation (BK) | 0.2 | $479k | 4.0k | 118.63 |
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| Colgate-Palmolive Company (CL) | 0.2 | $475k | 5.6k | 85.23 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $463k | 2.2k | 213.64 |
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| Philip Morris International (PM) | 0.2 | $463k | 2.8k | 165.35 |
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| Nextera Energy (NEE) | 0.2 | $458k | 4.9k | 92.87 |
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| BlackRock Enhanced Dividend Achievers Tr (BDJ) | 0.1 | $448k | 52k | 8.62 |
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| Nuveen Equity Premium and Growth Fund (SPXX) | 0.1 | $432k | NEW | 27k | 16.07 |
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| CSX Corporation (CSX) | 0.1 | $415k | 10k | 41.05 |
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| Walt Disney Company (DIS) | 0.1 | $400k | 4.1k | 96.37 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $400k | 2.1k | 192.90 |
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| Goldman Sachs Etf Tr Equal Weight Us (GSEW) | 0.1 | $380k | 4.5k | 84.66 |
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| Visa Com Cl A (V) | 0.1 | $372k | 1.2k | 302.28 |
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| Principal Financial (PFG) | 0.1 | $360k | 4.0k | 90.11 |
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| Caterpillar (CAT) | 0.1 | $354k | 500.00 | 708.46 |
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| Norfolk Southern (NSC) | 0.1 | $350k | 1.2k | 287.00 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $349k | 9.0k | 38.86 |
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| American Electric Power Company (AEP) | 0.1 | $347k | 2.6k | 131.09 |
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| Meta Platforms Cl A (META) | 0.1 | $344k | +4% | 602.00 | 572.13 |
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| Honeywell International (HON) | 0.1 | $335k | 1.5k | 226.00 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $320k | 1.2k | 257.28 |
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| D.R. Horton (DHI) | 0.1 | $308k | 2.2k | 137.25 |
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| Bank of America Corporation (BAC) | 0.1 | $306k | 6.3k | 48.75 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $306k | +2953% | 3.5k | 88.70 |
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| Sprott Asset Management Physical Gold An (CEF) | 0.1 | $296k | 6.2k | 47.72 |
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| Oracle Corporation (ORCL) | 0.1 | $287k | 2.0k | 147.10 |
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| Spdr Series Trust State Street Spd (SLYG) | 0.1 | $279k | 2.9k | 96.62 |
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| Wells Fargo & Company (WFC) | 0.1 | $272k | +12% | 3.4k | 79.61 |
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| Altria (MO) | 0.1 | $256k | 3.9k | 66.00 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $253k | 1.8k | 142.43 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $242k | 1.1k | 217.34 |
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| Ishares Tr Cre U S Reit Etf (USRT) | 0.1 | $238k | 4.0k | 59.18 |
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| Proshares Tr Russ 2000 Divd (SMDV) | 0.1 | $237k | 3.4k | 68.78 |
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| General Dynamics Corporation (GD) | 0.1 | $236k | 686.00 | 343.25 |
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| Pfizer (PFE) | 0.1 | $235k | -6% | 8.4k | 28.08 |
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| Verizon Communications (VZ) | 0.1 | $227k | +6% | 4.5k | 50.20 |
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| Canadian Pacific Kansas City (CP) | 0.1 | $226k | 2.9k | 78.45 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $224k | 1.9k | 118.45 |
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| Illinois Tool Works (ITW) | 0.1 | $223k | 855.00 | 260.31 |
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| Southern Company (SO) | 0.1 | $222k | 2.3k | 96.50 |
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| Fidelity Covington Trust Msci Energy Idx (FENY) | 0.1 | $214k | 6.3k | 34.02 |
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| Bristol Myers Squibb (BMY) | 0.1 | $213k | -46% | 3.5k | 60.65 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $205k | 2.1k | 96.49 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $199k | 1.1k | 184.22 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $194k | 1.6k | 124.32 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $193k | 2.6k | 75.10 |
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| Stryker Corporation (SYK) | 0.1 | $192k | 583.00 | 328.47 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $191k | 1.4k | 132.51 |
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| Global X Fds Us Infr Dev Etf (PAVE) | 0.1 | $191k | 3.8k | 50.82 |
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| Travelers Companies (TRV) | 0.1 | $190k | 652.00 | 291.81 |
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| Xcel Energy (XEL) | 0.1 | $189k | 2.4k | 79.44 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.1 | $187k | 404.00 | 463.63 |
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| Allstate Corporation (ALL) | 0.1 | $176k | 848.00 | 207.25 |
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| AutoZone (AZO) | 0.1 | $176k | 52.00 | 3377.79 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $176k | 1.6k | 109.69 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $171k | 2.5k | 67.53 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $165k | 545.00 | 302.07 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $165k | 1.1k | 144.77 |
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| Thomson Reuters Corp. (TRI) | 0.1 | $165k | -50% | 1.8k | 89.98 |
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| Consolidated Edison (ED) | 0.1 | $161k | -23% | 1.4k | 113.22 |
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| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.1 | $160k | 259.00 | 616.27 |
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| Costco Wholesale Corporation (COST) | 0.1 | $156k | 157.00 | 996.43 |
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| Eaton Corp SHS (ETN) | 0.1 | $156k | 435.00 | 357.67 |
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| Gilead Sciences (GILD) | 0.1 | $154k | 1.1k | 139.42 |
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| First Tr Exchange-traded SHS (FDL) | 0.1 | $152k | 3.0k | 50.80 |
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| Goldman Sachs (GS) | 0.1 | $152k | +10% | 180.00 | 845.99 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $152k | -27% | 414.00 | 367.44 |
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| Lowe's Companies (LOW) | 0.0 | $143k | 607.00 | 236.28 |
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| Medtronic SHS (MDT) | 0.0 | $142k | 1.6k | 86.67 |
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| Tidal Trust Ii Roundhill Gener (CHAT) | 0.0 | $141k | 2.3k | 61.85 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $138k | +32% | 2.1k | 64.07 |
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| Progressive Corporation (PGR) | 0.0 | $136k | 685.00 | 198.24 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $134k | +118% | 314.00 | 426.49 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $131k | 845.00 | 155.05 |
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| Marriott Intl Cl A (MAR) | 0.0 | $131k | 400.00 | 327.07 |
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| Advanced Micro Devices (AMD) | 0.0 | $125k | 616.00 | 203.43 |
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| Yum! Brands (YUM) | 0.0 | $124k | 797.00 | 155.47 |
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| Union Pacific Corporation (UNP) | 0.0 | $122k | 504.00 | 242.49 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $114k | +25% | 229.00 | 499.02 |
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| Dolby Laboratories Com Cl A (DLB) | 0.0 | $111k | 1.8k | 60.06 |
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| Ge Aerospace Com New (GE) | 0.0 | $110k | 387.00 | 283.77 |
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| Automatic Data Processing (ADP) | 0.0 | $110k | 539.00 | 203.26 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $109k | 3.8k | 28.71 |
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| Vulcan Materials Company (VMC) | 0.0 | $109k | 400.00 | 272.30 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $107k | 1.9k | 57.63 |
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| Vanguard World Health Car Etf (VHT) | 0.0 | $102k | 376.00 | 272.33 |
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| Ligand Pharmaceuticals Com New (LGND) | 0.0 | $100k | 500.00 | 199.65 |
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| PPG Industries (PPG) | 0.0 | $99k | 929.00 | 106.90 |
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| Waste Management (WM) | 0.0 | $98k | 426.00 | 229.68 |
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| Kla Corp Com New (KLAC) | 0.0 | $97k | 66.00 | 1472.41 |
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| Citigroup Com New (C) | 0.0 | $90k | 794.00 | 113.41 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 0.0 | $87k | 536.00 | 161.60 |
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| Ge Vernova (GEV) | 0.0 | $84k | 96.00 | 872.90 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $84k | 1.2k | 70.18 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $83k | 636.00 | 130.93 |
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| Us Bancorp Com New (USB) | 0.0 | $83k | 1.6k | 52.02 |
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| Carrier Global Corporation (CARR) | 0.0 | $82k | 1.5k | 56.31 |
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| Vanguard World Utilities Etf (VPU) | 0.0 | $82k | 413.00 | 198.06 |
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| Marsh & McLennan Companies (MRSH) | 0.0 | $81k | 468.00 | 173.33 |
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| BlackRock Global Opportunities Equity Tr (BOE) | 0.0 | $81k | 7.4k | 10.96 |
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| Barrick Mng Corp Com Shs (B) | 0.0 | $81k | 2.0k | 40.73 |
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| ConocoPhillips (COP) | 0.0 | $80k | 609.00 | 132.00 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $79k | 396.00 | 198.30 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $77k | 559.00 | 138.25 |
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| Constellation Energy (CEG) | 0.0 | $76k | 272.00 | 279.25 |
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| Archer Daniels Midland Company (ADM) | 0.0 | $76k | 1.0k | 72.69 |
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| California Water Service (CWT) | 0.0 | $75k | 1.7k | 45.34 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $75k | 251.00 | 298.47 |
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| Ishares Tr National Mun Etf (MUB) | 0.0 | $73k | 690.00 | 106.15 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $73k | 723.00 | 100.60 |
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| Snap-on Incorporated (SNA) | 0.0 | $73k | 200.00 | 363.22 |
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| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.0 | $71k | -2% | 1.4k | 52.76 |
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| Essential Utils (WTRG) | 0.0 | $68k | 1.7k | 40.27 |
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| Dell Technologies CL C (DELL) | 0.0 | $66k | 401.00 | 164.13 |
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| S&p Global (SPGI) | 0.0 | $65k | -8% | 153.00 | 425.34 |
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| United Rentals (URI) | 0.0 | $65k | 89.00 | 728.56 |
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| Newmont Mining Corporation (NEM) | 0.0 | $64k | 590.00 | 108.26 |
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| Phillips 66 (PSX) | 0.0 | $64k | 350.00 | 182.18 |
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| American Express Company (AXP) | 0.0 | $61k | 203.00 | 302.48 |
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| Eversource Energy (ES) | 0.0 | $61k | 874.00 | 69.31 |
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| Enbridge (ENB) | 0.0 | $59k | 1.1k | 54.03 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $56k | 215.00 | 262.24 |
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| Qnity Electronics Common Stock (Q) | 0.0 | $56k | 487.00 | 115.38 |
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| Lpl Financial Holdings (LPLA) | 0.0 | $54k | 181.00 | 300.83 |
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| Spdr Series Trust State Street Spd (MDYV) | 0.0 | $54k | 636.00 | 85.16 |
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| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.0 | $52k | 1.5k | 33.97 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $52k | 76.00 | 682.24 |
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| Tractor Supply Company (TSCO) | 0.0 | $50k | 1.1k | 45.30 |
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| Rbc Cad (RY) | 0.0 | $49k | 305.00 | 162.04 |
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| Bk Nova Cad (BNS) | 0.0 | $49k | 700.00 | 69.31 |
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| General Mills (GIS) | 0.0 | $47k | 1.3k | 37.21 |
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| Dupont De Nemours (DD) | 0.0 | $45k | 976.00 | 45.80 |
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| MetLife (MET) | 0.0 | $44k | 628.00 | 70.72 |
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| Qualcomm (QCOM) | 0.0 | $44k | 344.00 | 128.78 |
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|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $44k | 630.00 | 69.80 |
|
|
| Etf Ser Solutions Hoya Cap Housi (HOMZ) | 0.0 | $43k | 1.0k | 42.20 |
|
|
| Select Sector Spdr Tr State Street Com (XLC) | 0.0 | $43k | 389.00 | 110.86 |
|
|
| AECOM Technology Corporation (ACM) | 0.0 | $41k | 487.00 | 84.82 |
|
|
| Exelon Corporation (EXC) | 0.0 | $40k | 817.00 | 49.02 |
|
|
| PNC Financial Services (PNC) | 0.0 | $40k | 190.00 | 208.09 |
|
|
| Nutrien (NTR) | 0.0 | $38k | 500.00 | 75.25 |
|
|
| Royal Caribbean Cruises (RCL) | 0.0 | $37k | 136.00 | 275.18 |
|
|
| Coeur Mng Com New (CDE) | 0.0 | $37k | NEW | 2.0k | 18.77 |
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $37k | 189.00 | 196.86 |
|
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $37k | 602.00 | 61.35 |
|
|
| Texas Instruments Incorporated (TXN) | 0.0 | $36k | -72% | 186.00 | 194.31 |
|
| Dover Corporation (DOV) | 0.0 | $36k | 173.00 | 208.06 |
|
|
| Otis Worldwide Corp (OTIS) | 0.0 | $36k | 466.00 | 77.13 |
|
|
| Stanley Black & Decker (SWK) | 0.0 | $36k | 500.00 | 71.06 |
|
|
| 3M Company (MMM) | 0.0 | $35k | 243.00 | 144.97 |
|
|
| Corteva (CTVA) | 0.0 | $35k | 413.00 | 83.71 |
|
|
| Intercontinental Exchange (ICE) | 0.0 | $34k | 217.00 | 157.28 |
|
|
| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.0 | $34k | 204.00 | 165.70 |
|
|
| Rlj Lodging Tr Cum Conv Pfd A (RLJ.PA) | 0.0 | $33k | 1.4k | 24.10 |
|
|
| Zoetis Cl A (ZTS) | 0.0 | $32k | -26% | 271.00 | 118.21 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $32k | 1.3k | 25.10 |
|
|
| Digital Realty Trust (DLR) | 0.0 | $31k | 173.00 | 180.21 |
|
|
| Edwards Lifesciences (EW) | 0.0 | $31k | 385.00 | 80.08 |
|
|
| Dow (DOW) | 0.0 | $30k | 727.00 | 41.65 |
|
|
| Deckers Outdoor Corporation (DECK) | 0.0 | $30k | 300.00 | 100.09 |
|
|
| Amplify Etf Tr Blockchain Techn (BLOK) | 0.0 | $29k | 590.00 | 49.78 |
|
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $29k | 142.00 | 206.36 |
|
|
| Spdr Series Trust State Street Spd (SPSM) | 0.0 | $29k | 604.00 | 48.29 |
|
|
| Yum China Holdings (YUMC) | 0.0 | $29k | 596.00 | 48.78 |
|
|
| L3harris Technologies (LHX) | 0.0 | $29k | 83.00 | 345.14 |
|
|
| Tesla Motors (TSLA) | 0.0 | $29k | 77.00 | 371.75 |
|
|
| Starbucks Corporation (SBUX) | 0.0 | $29k | +168% | 319.00 | 89.59 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $28k | 73.00 | 385.26 |
|
|
| Cameco Corporation (CCJ) | 0.0 | $27k | 248.00 | 108.61 |
|
|
| Phillips Edison & Co Common Stock (PECO) | 0.0 | $27k | 716.00 | 37.42 |
|
|
| Solstice Advanced Matls Com Shs (SOLS) | 0.0 | $26k | 346.00 | 76.16 |
|
|
| Astrazeneca Ord (AZN) | 0.0 | $26k | NEW | 134.00 | 193.69 |
|
| Starwood Property Trust (STWD) | 0.0 | $26k | 1.5k | 17.22 |
|
|
| Electronic Arts (EA) | 0.0 | $26k | 126.00 | 203.87 |
|
|
| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.0 | $25k | 842.00 | 29.99 |
|
|
| Tc Energy Corp (TRP) | 0.0 | $25k | 397.00 | 62.47 |
|
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $25k | 73.00 | 337.95 |
|
|
| Ingersoll Rand (IR) | 0.0 | $25k | 306.00 | 80.12 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $24k | 777.00 | 30.67 |
|
|
| Marathon Petroleum Corp (MPC) | 0.0 | $24k | 97.00 | 244.18 |
|
|
| Nike CL B (NKE) | 0.0 | $23k | 441.00 | 52.82 |
|
|
| Agnico (AEM) | 0.0 | $23k | 112.00 | 202.62 |
|
|
| Williams Companies (WMB) | 0.0 | $22k | 300.00 | 72.78 |
|
|
| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.0 | $22k | 461.00 | 46.79 |
|
|
| Lam Research Corp Com New (LRCX) | 0.0 | $21k | 100.00 | 213.66 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $21k | 561.00 | 36.75 |
|
|
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.0 | $21k | 300.00 | 68.28 |
|
|
| Pembina Pipeline Corp (PBA) | 0.0 | $20k | 450.00 | 44.76 |
|
|
| Madison Square Grdn Sprt Cor Cl A (MSGS) | 0.0 | $20k | 62.00 | 321.40 |
|
|
| Netflix (NFLX) | 0.0 | $19k | 200.00 | 96.15 |
|
|
| Vanguard World Industrial Etf (VIS) | 0.0 | $19k | 60.00 | 314.23 |
|
|
| salesforce (CRM) | 0.0 | $18k | +340% | 97.00 | 186.67 |
|
| Bank Of Montreal Cadcom (BMO) | 0.0 | $18k | 133.00 | 134.96 |
|
|
| Amplify Etf Tr Amplify Cybersec (HACK) | 0.0 | $18k | 236.00 | 75.11 |
|
|
| First Tr Exchange Traded Buywrit Incm Etf (FTHI) | 0.0 | $17k | 734.00 | 22.95 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $17k | 68.00 | 243.07 |
|
|
| Morgan Stanley Com New (MS) | 0.0 | $17k | 100.00 | 164.57 |
|
|
| SLB Com Stk (SLB) | 0.0 | $16k | 320.00 | 51.39 |
|
|
| Realty Income (O) | 0.0 | $16k | -6% | 266.00 | 61.22 |
|
| Federal Rlty Invt Tr Sh Ben Int New (FRT) | 0.0 | $15k | -89% | 143.00 | 105.98 |
|
| Charter Communications Cl A (CHTR) | 0.0 | $15k | 69.00 | 215.88 |
|
|
| Air Products & Chemicals (APD) | 0.0 | $15k | 50.00 | 290.50 |
|
|
| Reinsurance Group Amer Com New (RGA) | 0.0 | $15k | 71.00 | 204.15 |
|
|
| Anthem (ELV) | 0.0 | $14k | 49.00 | 292.76 |
|
|
| Waste Connections (WCN) | 0.0 | $14k | 88.00 | 161.98 |
|
|
| Keysight Technologies (KEYS) | 0.0 | $14k | 50.00 | 282.38 |
|
|
| Knight-swift Transn Hldgs In Cl A (KNX) | 0.0 | $14k | 245.00 | 57.58 |
|
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $14k | 349.00 | 40.40 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $13k | 115.00 | 115.48 |
|
|
| Shell Spon Ads (SHEL) | 0.0 | $13k | 142.00 | 93.00 |
|
|
| FedEx Corporation (FDX) | 0.0 | $13k | 37.00 | 356.19 |
|
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.0 | $13k | 604.00 | 21.66 |
|
|
| CenterPoint Energy (CNP) | 0.0 | $13k | 300.00 | 43.16 |
|
|
| State Street Corporation (STT) | 0.0 | $13k | 100.00 | 126.56 |
|
|
| Johnson Controls Internation SHS (JCI) | 0.0 | $12k | 93.00 | 130.95 |
|
|
| Invitation Homes (INVH) | 0.0 | $12k | 484.00 | 24.85 |
|
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.0 | $12k | 126.00 | 94.61 |
|
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $12k | +189% | 81.00 | 145.32 |
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $11k | 100.00 | 113.98 |
|
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.0 | $11k | 151.00 | 75.19 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $11k | 117.00 | 96.79 |
|
|
| Vodafone Group Sponsored Adr (VOD) | 0.0 | $11k | 749.00 | 15.02 |
|
|
| Micron Technology (MU) | 0.0 | $11k | 33.00 | 337.85 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $11k | NEW | 205.00 | 54.05 |
|
| General Motors Company (GM) | 0.0 | $11k | 147.00 | 74.50 |
|
|
| PPL Corporation (PPL) | 0.0 | $11k | 285.00 | 38.20 |
|
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $11k | 191.00 | 56.79 |
|
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $11k | 14.00 | 772.64 |
|
|
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $11k | 505.00 | 20.70 |
|
|
| Mid-America Apartment (MAA) | 0.0 | $10k | 85.00 | 122.12 |
|
|
| Uber Technologies (UBER) | 0.0 | $10k | +41% | 143.00 | 71.93 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $10k | +55% | 53.00 | 189.75 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $9.8k | 101.00 | 97.13 |
|
|
| Linde SHS (LIN) | 0.0 | $9.4k | 19.00 | 495.74 |
|
|
| Magna Intl Inc cl a (MGA) | 0.0 | $9.3k | 167.00 | 55.81 |
|
|
| Cummins (CMI) | 0.0 | $9.1k | 17.00 | 538.00 |
|
|
| Global X Fds Autonmous Ev Etf (DRIV) | 0.0 | $9.1k | 297.00 | 30.54 |
|
|
| Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ) | 0.0 | $8.9k | 246.00 | 36.24 |
|
|
| Novartis Sponsored Adr (NVS) | 0.0 | $8.6k | 56.00 | 152.75 |
|
|
| News Corp Cl A (NWSA) | 0.0 | $8.5k | 340.00 | 24.93 |
|
|
| Booking Holdings (BKNG) | 0.0 | $8.4k | 2.00 | 4210.50 |
|
|
| Genpact SHS (G) | 0.0 | $8.4k | 225.00 | 37.25 |
|
|
| Amphenol Corp Cl A (APH) | 0.0 | $8.1k | 64.00 | 126.34 |
|
|
| British Amern Tob Sponsored Adr (BTI) | 0.0 | $8.1k | 138.00 | 58.47 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $8.0k | 18.00 | 446.56 |
|
|
| Cigna Corp (CI) | 0.0 | $8.0k | 30.00 | 266.77 |
|
|
| Pitney Bowes (PBI) | 0.0 | $8.0k | 720.00 | 11.05 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $7.9k | 88.00 | 90.03 |
|
|
| Global X Fds Lithium Btry Etf (LIT) | 0.0 | $7.9k | 106.00 | 74.55 |
|
|
| Blackrock (BLK) | 0.0 | $7.7k | 8.00 | 961.75 |
|
|
| W.W. Grainger (GWW) | 0.0 | $7.6k | 7.00 | 1090.86 |
|
|
| Thermo Fisher Scientific (TMO) | 0.0 | $7.4k | 15.00 | 491.53 |
|
|
| Simon Property (SPG) | 0.0 | $7.1k | 38.00 | 186.53 |
|
|
| Citizens Financial (CFG) | 0.0 | $6.7k | 112.00 | 59.97 |
|
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $6.7k | NEW | 52.00 | 128.12 |
|
| Zimmer Holdings (ZBH) | 0.0 | $6.7k | 74.00 | 89.86 |
|
|
| Pacer Fds Tr Data And Infrast (SRVR) | 0.0 | $6.6k | 213.00 | 31.17 |
|
|
| Wabtec Corporation (WAB) | 0.0 | $6.5k | 26.00 | 249.92 |
|
|
| Ametek (AME) | 0.0 | $6.4k | 30.00 | 214.37 |
|
|
| Cdw (CDW) | 0.0 | $6.4k | -55% | 53.00 | 121.02 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $6.3k | 12.00 | 522.75 |
|
|
| Cubesmart (CUBE) | 0.0 | $6.1k | -58% | 166.00 | 36.65 |
|
| AutoNation (AN) | 0.0 | $6.1k | 31.00 | 195.26 |
|
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $6.0k | 253.00 | 23.81 |
|
|
| Cbre Group Cl A (CBRE) | 0.0 | $6.0k | 44.00 | 135.45 |
|
|
| Cheniere Energy Com New (LNG) | 0.0 | $6.0k | 21.00 | 283.76 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $5.8k | 62.00 | 93.98 |
|
|
| Republic Services (RSG) | 0.0 | $5.7k | 26.00 | 219.04 |
|
|
| Moody's Corporation (MCO) | 0.0 | $5.7k | 13.00 | 436.23 |
|
|
| Diamondback Energy (FANG) | 0.0 | $5.5k | 28.00 | 197.79 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $5.5k | 12.00 | 461.00 |
|
|
| Trane Technologies SHS (TT) | 0.0 | $5.4k | 13.00 | 416.77 |
|
|
| Nucor Corporation (NUE) | 0.0 | $5.4k | 32.00 | 169.09 |
|
|
| American Intl Group Com New (AIG) | 0.0 | $5.3k | 70.00 | 75.26 |
|
|
| Te Connectivity Ord Shs (TEL) | 0.0 | $5.2k | 25.00 | 209.04 |
|
|
| Paccar (PCAR) | 0.0 | $5.2k | 45.00 | 115.51 |
|
|
| Hp (HPQ) | 0.0 | $4.9k | 253.00 | 19.21 |
|
|
| Autodesk (ADSK) | 0.0 | $4.8k | 20.00 | 239.40 |
|
|
| Penske Automotive (PAG) | 0.0 | $4.8k | 32.00 | 149.53 |
|
|
| M&T Bank Corporation (MTB) | 0.0 | $4.8k | 23.00 | 206.74 |
|
|
| Darden Restaurants (DRI) | 0.0 | $4.7k | 24.00 | 196.04 |
|
|
| Kinder Morgan (KMI) | 0.0 | $4.5k | 134.00 | 33.53 |
|
|
| Rockwell Automation (ROK) | 0.0 | $4.3k | 12.00 | 358.92 |
|
|
| Versant Media Group Com Cl A (VSNT) | 0.0 | $4.3k | NEW | 116.00 | 37.02 |
|
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.0 | $4.2k | 195.00 | 21.48 |
|
|
| Invesco SHS (IVZ) | 0.0 | $4.2k | 171.00 | 24.29 |
|
|
| Prudential Financial (PRU) | 0.0 | $4.1k | 42.00 | 97.69 |
|
|
| Cintas Corporation (CTAS) | 0.0 | $4.1k | 24.00 | 169.12 |
|
|
| Danaher Corporation (DHR) | 0.0 | $4.0k | 21.00 | 189.62 |
|
|
| Palo Alto Networks (PANW) | 0.0 | $3.8k | 24.00 | 160.33 |
|
|
| Omniab (OABI) | 0.0 | $3.8k | 2.5k | 1.57 |
|
|
| Grayscale Ethereum Staking E SHS (ETHE) | 0.0 | $3.7k | -16% | 219.00 | 17.07 |
|
| Servicenow (NOW) | 0.0 | $3.7k | 35.00 | 104.54 |
|
|
| Cardinal Health (CAH) | 0.0 | $3.4k | 16.00 | 211.31 |
|
|
| Freeport Mcmoran CL B (FCX) | 0.0 | $3.3k | 57.00 | 58.77 |
|
|
| Equitable Holdings (EQH) | 0.0 | $3.3k | 90.00 | 37.11 |
|
|
| Select Sector Spdr Tr State Street Mat (XLB) | 0.0 | $3.3k | 66.00 | 50.35 |
|
|
| Icici Bank Adr (IBN) | 0.0 | $3.2k | 125.00 | 25.90 |
|
|
| Analog Devices (ADI) | 0.0 | $3.2k | 10.00 | 318.10 |
|
|
| Brown & Brown (BRO) | 0.0 | $3.1k | 48.00 | 65.21 |
|
|
| Oneok (OKE) | 0.0 | $3.0k | 33.00 | 90.39 |
|
|
| Teradyne (TER) | 0.0 | $2.7k | 9.00 | 296.44 |
|
|
| Baker Hughes Company Cl A (BKR) | 0.0 | $2.6k | 43.00 | 61.05 |
|
|
| Raymond James Financial (RJF) | 0.0 | $2.6k | 18.00 | 144.78 |
|
|
| Intuit (INTU) | 0.0 | $2.6k | 6.00 | 432.33 |
|
|
| Nasdaq Omx (NDAQ) | 0.0 | $2.5k | 30.00 | 84.90 |
|
|
| Xylem (XYL) | 0.0 | $2.4k | 20.00 | 119.50 |
|
|
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $2.3k | 150.00 | 15.65 |
|
|
| Marriott Vacations Wrldwde Cp (VAC) | 0.0 | $2.3k | 35.00 | 65.11 |
|
|
| Southern Copper Corporation (SCCO) | 0.0 | $2.2k | 13.00 | 172.08 |
|
|
| Marvell Technology (MRVL) | 0.0 | $2.2k | 22.00 | 99.05 |
|
|
| Broadridge Financial Solutions (BR) | 0.0 | $2.1k | 13.00 | 162.46 |
|
|
| Halliburton Company (HAL) | 0.0 | $2.1k | 54.00 | 38.98 |
|
|
| Kroger (KR) | 0.0 | $2.0k | 27.00 | 72.37 |
|
|
| Quest Diagnostics Incorporated (DGX) | 0.0 | $1.8k | 9.00 | 196.00 |
|
|
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $1.7k | 22.00 | 75.50 |
|
|
| W.R. Berkley Corporation (WRB) | 0.0 | $1.6k | 24.00 | 66.29 |
|
|
| Six Flags Entertainment Corp (FUN) | 0.0 | $1.5k | 85.00 | 17.75 |
|
|
| Terex Corporation (TEX) | 0.0 | $1.4k | -74% | 24.00 | 58.08 |
|
| Owens Corning (OC) | 0.0 | $1.3k | 12.00 | 108.25 |
|
|
| Kraft Heinz (KHC) | 0.0 | $1.0k | 46.00 | 22.50 |
|
|
| United Parcel Svcs CL B (UPS) | 0.0 | $984.000000 | 10.00 | 98.40 |
|
|
| Lumen Technologies (LUMN) | 0.0 | $812.997900 | 117.00 | 6.95 |
|
|
| Grayscale Ethereum Staking Shs New (ETH) | 0.0 | $397.000000 | -16% | 20.00 | 19.85 |
|
| Franklin Templeton Etf Tr Us Equity Index (USPX) | 0.0 | $114.000000 | 2.00 | 57.00 |
|
|
| Northwest Natural Holdin (NWN) | 0.0 | $52.000000 | -99% | 1.00 | 52.00 |
|
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 2026 Q1 filed May 8, 2026
- 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