Jackson, Grant Investment Advisers, Inc. Purchases in Q4 2024

Jackson, Grant Investment Advisers, Inc.

  • $257 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
94
New
$43.37 - $51.46 $4.08K - $4.84K
94 $4K
TRV
Travelers Companies, Inc.

Financial Services
1
+ 0.16%
$225.97 - $266.66 $226 - $267
618 $148K
BLOK
Amplify ETF Tr Trnsformational

ETFs
7
+ 1.33%
$36.5 - $53.22 $256 - $373
533 $23K
UBER
Uber Technologies, Inc

Technology
76
New
$59.93 - $86.34 $4.55K - $6.56K
76 $4K
BX
Blackstone Inc.

Financial Services
1
+ 0.91%
$148.45 - $199.05 $148 - $199
111 $19K
ALL
Allstate Corp

Financial Services
4
+ 0.49%
$181.25 - $208.2 $725 - $833
827 $159K
DLB
Dolby Laboratories, Inc.

Industrials
7
+ 0.38%
$70.91 - $81.98 $496 - $574
1.84K $143K
IJS
Ishares S&P Smallcap 600 Value

ETFs
9
+ 0.49%
$104.59 - $118.05 $941 - $1.06K
1.85K $201K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
7
+ 0.5%
$121.89 - $135.52 $853 - $949
1.41K $176K
COP
Conocophillips

Energy
40
+ 14.87%
$95.12 - $114.72 $3.8K - $4.59K
309 $30K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
834
+ 200.96%
$22.01 - $66.82 $18.4K - $55.7K
1.25K $28K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1
+ 0.25%
$417.69 - $450.94 $418 - $451
396 $168K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1
+ 0.38%
$563.99 - $620.12 $564 - $620
267 $152K
IEMG
Ishares Inc

ETFs
13
+ 1.94%
N/A
684 $36K
IJK
Ishares S&P Midcap 400 Growth

ETFs
2
+ 0.28%
$90.66 - $99.46 $181 - $199
717 $65K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
496
+ 202.45%
$26.93 - $84.95 $13.4K - $42.1K
741 $20K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
87
+ 3.2%
$89.9 - $100.66 $7.82K - $8.76K
2.81K $253K
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.41%
$29.46 - $32.64 $29.5 - $32.6
245 $7K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
4
+ 0.65%
$78.43 - $87.17 $314 - $349
622 $49K
Grayscale Ethereum Mini Tr E
24
New
N/A
24 $0
Grayscale Bitcoin Mini Tr Et
276
New
N/A
276 $0
IWR
Ishares Russell Mid Cap ETF

ETFs
1
+ 1.28%
$87.25 - $95.52 $87.3 - $95.5
79 $6K
VT
Vanguard Total World Stk Index

ETFs
4
+ 0.74%
$117.09 - $123.07 $468 - $492
547 $64K
Blackrock Inc
8
New
N/A
8 $0
PANW
Palo Alto Networks Inc

Technology
12
+ 100.0%
$181.96 - $405.9 $2.18K - $4.87K
24 $4K
Lam Research Corp
100
New
N/A
100 $0
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
2
+ 1.68%
$67.29 - $73.38 $135 - $147
121 $8K
VIS
Vanguard Industrial ETF

ETFs
1
+ 1.69%
$254.39 - $279.7 $254 - $280
60 $15K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
2
+ 1.08%
$20.55 - $23.26 $41.1 - $46.5
188 $3K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
18
+ 0.32%
$126.68 - $134.74 $2.28K - $2.43K
5.58K $712K
EFA
Ishares Tr Msci Eafe ETF

ETFs
2
+ 1.8%
$75.1 - $82.99 $150 - $166
113 $8K
QUAL
Ishares Msci Usa Quality Facto

ETFs
7
+ 0.26%
$176.42 - $186.91 $1.23K - $1.31K
2.69K $479K
PM
Philip Morris International Inc.

Consumer Defensive
7
+ 0.25%
$118.38 - $133.06 $829 - $931
2.77K $333K
VBR
Vanguard Small Cap Value ETF

ETFs
6
+ 0.56%
$197.36 - $217.3 $1.18K - $1.3K
1.08K $214K
VPU
Vanguard Utilities ETF

ETFs
3
+ 0.76%
$160.52 - $179.11 $482 - $537
399 $65K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2
+ 0.12%
$113.92 - $127.38 $228 - $255
1.63K $187K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
3
+ 0.27%
$134.53 - $150.65 $404 - $452
1.13K $152K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
2
+ 0.44%
$209.89 - $233.24 $420 - $466
458 $97K
OTIS
Otis Worldwide Corp

Industrials
2
+ 0.4%
$92.57 - $106.01 $185 - $212
500 $46K
SMDV
Proshares Tr Russell 2000 Divi

ETFs
4
+ 0.12%
$67.38 - $75.88 $270 - $304
3.45K $233K
VOE
Vanguard Mid Cap Value Index F

ETFs
6
+ 0.57%
$160.89 - $176.18 $965 - $1.06K
1.06K $171K
VEA
Vanguard Ftse Developed Market

ETFs
21
+ 1.48%
$47.57 - $52.44 $999 - $1.1K
1.44K $68K
TSCO
Tractor Supply CO

Consumer Cyclical
888
+ 400.0%
$52.59 - $303.74 $46.7K - $270K
1.11K $58K
GD
General Dynamics Corp

Industrials
1
+ 0.55%
$260.28 - $314.03 $260 - $314
182 $47K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
60
+ 0.6%
$80.18 - $88.79 $4.81K - $5.33K
10.1K $810K
GOLD
Barrick Gold Corp

Basic Materials
10
+ 0.52%
$15.23 - $21.19 $152 - $212
1.94K $30K
RTX
Raytheon Technologies Corp

Industrials
5
+ 0.32%
$114.45 - $127.21 $572 - $636
1.55K $179K
NEM
Newmont Corp

Basic Materials
4
+ 0.69%
$37.0 - $58.68 $148 - $235
580 $21K
UNP
Union Pacific Corp

Industrials
2
+ 0.4%
$223.15 - $249.32 $446 - $499
503 $114K
Activity Summary
Buys All Purchases 127 New Holdings 14 Increased Positions 113 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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