Jackson, Grant Investment Advisers, Inc. Purchases in Q2 2025

Jackson, Grant Investment Advisers, Inc.

  • $269 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
201
+ 0.33%
$496.48 - $617.85 $99.8K - $124K
60.7K $37.5M
MSFT
Microsoft Corp

Technology
1
+ 0.01%
$354.56 - $497.45 $355 - $497
16.5K $8.22M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.78K
+ 1.22%
$152.93 - $181.74 $273K - $324K
148K $26.8M
VO
Vanguard Mid Cap ETF

ETFs
213
+ 0.42%
$228.54 - $279.83 $48.7K - $59.6K
51K $14.3M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
574
+ 0.79%
$58.41 - $72.69 $33.5K - $41.7K
73.5K $5.34M
VIG
Vanguard Dividend Appreciation

ETFs
2.76K
+ 2.79%
N/A
102K $18.5M
VUG
Vanguard Growth ETF

ETFs
700
+ 25.21%
$329.49 - $438.4 $231K - $307K
3.48K $1.52M
VGT
Vanguard Information Technolog

ETFs
501
+ 43.15%
$470.37 - $663.28 $236K - $332K
1.66K $1.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
80
+ 1.01%
$456.74 - $568.03 $36.5K - $45.4K
7.97K $4.53M
IVV
Ishares Core S&P 500 ETF

ETFs
33
+ 0.48%
$498.8 - $620.9 $16.5K - $20.5K
6.97K $4.32M
XLK
Technology Sector Spdr

ETFs
37
+ 0.59%
$179.73 - $253.23 $6.65K - $9.37K
6.36K $1.61M
EMR
Emerson Electric CO

Industrials
7
+ 0.06%
$94.15 - $133.33 $659 - $933
11.5K $1.53M
AVGO
Broadcom Inc.

Technology
61
+ 2.67%
$146.29 - $275.65 $8.92K - $16.8K
2.34K $646K
QQQ
Invesco Qqq Trust, Series 1

ETFs
13
+ 0.43%
$416.06 - $551.64 $5.41K - $7.17K
3.04K $1.68M
SPYG
Spdr Portfolio

ETFs
25
+ 0.18%
$71.83 - $95.32 $1.8K - $2.38K
13.7K $1.31M
VONG
Vanguard Russell 1000 Growth E

ETFs
1.6K
New
$82.51 - $109.2 $132K - $175K
1.6K $174K
WMT
Walmart Inc.

Consumer Defensive
9
+ 0.05%
$81.79 - $99.98 $736 - $900
16.7K $1.63M
IWM
Ishares Russell 2000 ETF

ETFs
29
+ 0.32%
$174.82 - $215.79 $5.07K - $6.26K
9.06K $1.96M
IBM
International Business Machines Corp

Technology
4
+ 0.13%
$221.03 - $294.78 $884 - $1.18K
3.06K $902K
IVW
Ishares S&P 500 Growth ETF

ETFs
8
+ 0.11%
$82.96 - $110.1 $664 - $881
7.16K $787K
VEU
Vanguard Ftse All World Ex Us

ETFs
1.51K
New
$54.19 - $67.22 $81.9K - $102K
1.51K $101K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
888
+ 1.97%
$96.84 - $99.46 $86K - $88.3K
46.1K $4.57M
IWC
Russell Micro Cap ETF

ETFs
11
+ 0.2%
$97.43 - $127.66 $1.07K - $1.4K
5.5K $701K
ASML
Asml Holding Nv

Technology
43
+ 10.24%
$595.37 - $815.24 $25.6K - $35.1K
463 $371K
XLF
Financial Sector Spdr

ETFs
547
+ 2.32%
$43.92 - $52.37 $24K - $28.6K
24.2K $1.26M
PM
Philip Morris International Inc.

Consumer Defensive
6
+ 0.22%
$149.23 - $184.95 $895 - $1.11K
2.78K $506K
GLD
Spdr Gold Trust

ETFs
114
+ 6.25%
$273.71 - $316.29 $31.2K - $36.1K
1.94K $590K
CSCO
Cisco Systems, Inc.

Technology
40
+ 0.54%
$53.19 - $69.38 $2.13K - $2.78K
7.44K $516K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1.02K
+ 3.49%
$90.85 - $102.31 $93K - $105K
30.4K $3.06M
DLR
Digital Realty Trust, Inc.

Real Estate
276
+ 159.54%
$136.11 - $177.69 $37.6K - $49K
449 $78K
TJX
Tjx Companies Inc

Consumer Cyclical
47
+ 0.21%
$119.13 - $135.03 $5.6K - $6.35K
22K $2.72M
XLU
Utilities Sector Spdr

ETFs
39
+ 0.34%
$73.09 - $82.77 $2.85K - $3.23K
11.5K $942K
QUAL
Ishares Msci Usa Quality Facto

ETFs
12
+ 0.43%
$152.42 - $182.82 $1.83K - $2.19K
2.8K $511K
XLC
Select Sector Spdr Tr Communic

ETFs
267
+ 218.85%
$86.13 - $108.53 $23K - $29K
389 $42K
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
456
+ 1.49%
$11.71 - $13.88 $5.34K - $6.33K
31.1K $431K
ABT
Abbott Laboratories

Healthcare
6
+ 0.07%
$123.95 - $138.08 $744 - $828
8.28K $1.13M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
16
+ 0.29%
$114.78 - $133.31 $1.84K - $2.13K
5.62K $748K
ITOT
Ishares Core S&P Total U.S. St

ETFs
2
+ 0.11%
$108.12 - $135.04 $216 - $270
1.77K $239K
RTX
Raytheon Technologies Corp

Industrials
5
+ 0.32%
$113.75 - $148.48 $569 - $742
1.56K $227K
IVE
Ishares S&P 500 Value ETF

ETFs
25
+ 0.73%
$168.34 - $195.42 $4.21K - $4.89K
3.45K $674K
HON
Honeywell International Inc

Industrials
1
+ 0.1%
$182.86 - $232.88 $183 - $233
962 $224K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
752
+ 1.55%
$7.6 - $8.89 $5.72K - $6.69K
49.3K $438K
VTV
Vanguard Value ETF

ETFs
9
+ 0.19%
$153.67 - $176.74 $1.38K - $1.59K
4.73K $836K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
8
+ 0.28%
$72.61 - $88.75 $581 - $710
2.88K $255K
VEA
Vanguard Ftse Developed Market

ETFs
140
+ 9.68%
$45.65 - $57.01 $6.39K - $7.98K
1.59K $90K
CARR
Carrier Global Corp

Industrials
3
+ 0.19%
$55.55 - $75.83 $167 - $227
1.55K $113K
BND
Vanguard Bd Index Fd Inc Total

ETFs
144
+ 2.77%
$72.02 - $73.82 $10.4K - $10.6K
5.34K $393K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
3
+ 0.27%
$108.87 - $133.04 $327 - $399
1.13K $150K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
23
+ 0.23%
$72.71 - $82.56 $1.67K - $1.9K
10.1K $823K
Activity Summary
Buys All Purchases 119 New Holdings 7 Increased Positions 112 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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