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
PPG
Ppg Industries Inc

Basic Materials
5
+ 0.54%
$119.09 - $131.37 $595 - $657
926 $110K
BND
Vanguard Bd Index Fd Inc Total

ETFs
64
+ 1.25%
$71.75 - $75.11 $4.59K - $4.81K
5.17K $371K
MDT
Medtronic PLC

Healthcare
3
+ 0.21%
$79.61 - $92.24 $239 - $277
1.45K $115K
SO
Southern CO

Utilities
15
+ 0.75%
$81.5 - $94.15 $1.22K - $1.41K
2.02K $166K
KMB
Kimberly Clark Corp

Consumer Defensive
30
+ 1.84%
$130.37 - $146.09 $3.91K - $4.38K
1.66K $217K
CMCSA
Comcast Corp

Communication Services
9
+ 0.23%
$37.39 - $45.14 $337 - $406
3.96K $148K
USRT
Ishares Core U.S. Reit ETF

ETFs
7
+ 0.18%
$55.97 - $62.75 $392 - $439
3.99K $228K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
43
+ 0.09%
$8.1 - $9.04 $348 - $389
47.8K $396K
IVE
Ishares S&P 500 Value ETF

ETFs
18
+ 0.53%
$189.5 - $206.17 $3.41K - $3.71K
3.42K $651K
HD
Home Depot, Inc.

Consumer Cyclical
1
+ 0.09%
$385.02 - $431.37 $385 - $431
1.16K $450K
CARR
Carrier Global Corp

Industrials
3
+ 0.19%
$66.69 - $82.65 $200 - $248
1.55K $105K
VTV
Vanguard Value ETF

ETFs
38
+ 0.76%
$168.32 - $181.87 $6.4K - $6.91K
5.01K $847K
ED
Consolidated Edison Inc

Utilities
12
+ 0.85%
$88.87 - $107.38 $1.07K - $1.29K
1.42K $126K
IEFA
Ishares Tr

ETFs
1
+ 0.03%
$70.06 - $77.43 $70.1 - $77.4
3.42K $240K
CSX
Csx Corp

Industrials
37
+ 0.28%
$31.58 - $36.88 $1.17K - $1.36K
13K $420K
HDV
Ishares Core High Dividend ETF

ETFs
137
+ 1.0%
$110.82 - $121.28 $15.2K - $16.6K
13.9K $1.56M
CL
Colgate Palmolive CO

Consumer Defensive
17
+ 0.27%
$90.22 - $102.31 $1.53K - $1.74K
6.2K $563K
DVY
Ishares Tr

ETFs
314
+ 0.78%
$129.55 - $143.41 $40.7K - $45K
40.8K $5.36M
AMGN
Amgen Inc

Healthcare
1
+ 0.04%
$258.78 - $328.31 $259 - $328
2.38K $619K
MRK
Merck & Co., Inc.

Healthcare
48
+ 0.4%
$96.31 - $114.76 $4.62K - $5.51K
11.9K $1.19M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
105
+ 0.42%
$99.2 - $108.47 $10.4K - $11.4K
24.9K $2.48M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
78
+ 0.07%
$69.58 - $74.87 $5.43K - $5.84K
107K $7.48M
KO
Coca Cola CO

Consumer Defensive
116
+ 0.53%
$61.74 - $71.71 $7.16K - $8.32K
21.9K $1.36M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2K
+ 1.4%
$174.22 - $187.62 $349K - $375K
145K $25.4M
XLV
Select Sector Spdr Fund Health

ETFs
65
+ 0.27%
$136.28 - $154.74 $8.86K - $10.1K
23.8K $3.27M
ABBV
Abb Vie Inc.

Healthcare
285
+ 0.92%
$164.99 - $203.87 $47K - $58.1K
31.1K $5.53M
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
Track This Portfolio

Track Jackson, Grant Investment Advisers, Inc. Portfolio

Follow Jackson, Grant Investment Advisers, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jackson, Grant Investment Advisers, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Jackson, Grant Investment Advisers, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email