Jackson, Grant Investment Advisers, Inc. Incresed Positions in Q4 2024

Jackson, Grant Investment Advisers, Inc.

  • $257 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.3K
+ 83.59%
$481.22 - $538.17 $625K - $699K
2.85K $1.46M
VTI
Vanguard Total Stock Market Et

ETFs
1.44K
+ 17.35%
$280.04 - $302.45 $403K - $435K
9.73K $2.82M
XLY
Select Sector Spdr Consumer Di

ETFs
6
+ 0.03%
$194.8 - $239.43 $1.17K - $1.44K
18.9K $4.24M
VO
Vanguard Mid Cap ETF

ETFs
1.63K
+ 3.26%
$261.5 - $284.63 $425K - $463K
51.5K $13.6M
VIG
Vanguard Dividend Appreciation

ETFs
971
+ 0.98%
N/A
100K $18.3M
EMR
Emerson Electric CO

Industrials
7
+ 0.06%
$108.13 - $134.33 $757 - $940
11.5K $1.42M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
76
+ 0.1%
$66.77 - $71.52 $5.07K - $5.44K
73K $5.03M
TJX
Tjx Companies Inc

Consumer Cyclical
43
+ 0.2%
$112.15 - $127.2 $4.82K - $5.47K
22K $2.66M
DIS
Walt Disney CO

Communication Services
25
+ 0.54%
$92.39 - $117.6 $2.31K - $2.94K
4.64K $516K
GOOG
Alphabet Inc.

Communication Services
1
+ 0.03%
$163.08 - $198.16 $163 - $198
3.09K $587K
GOOGL
Alphabet Inc.

Communication Services
3
+ 0.11%
$161.86 - $196.66 $486 - $590
2.73K $517K
WM
Waste Management Inc

Industrials
312
+ 286.24%
$201.79 - $228.46 $63K - $71.3K
421 $84K
BMY
Bristol Myers Squibb CO

Healthcare
416
+ 6.82%
$51.92 - $59.94 $21.6K - $24.9K
6.51K $368K
V
Visa Inc.

Financial Services
1
+ 0.08%
$273.87 - $320.91 $274 - $321
1.23K $387K
XLK
Technology Sector Spdr

ETFs
11
+ 0.16%
$220.26 - $241.44 $2.42K - $2.66K
7.01K $1.63M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
95
+ 1.8%
$278.19 - $315.36 $26.4K - $30K
5.37K $1.55M
CSCO
Cisco Systems, Inc.

Technology
38
+ 0.52%
$52.45 - $60.02 $1.99K - $2.28K
7.36K $435K
HON
Honeywell International Inc

Industrials
131
+ 15.8%
$202.84 - $236.0 $26.6K - $30.9K
960 $216K
IVW
Ishares S&P 500 Growth ETF

ETFs
9
+ 0.13%
$94.43 - $105.47 $850 - $949
7.14K $725K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
213
+ 1.06%
$69.3 - $74.3 $14.8K - $15.8K
20.3K $1.45M
VGT
Vanguard Information Technolog

ETFs
2
+ 0.17%
$571.78 - $647.97 $1.14K - $1.3K
1.16K $721K
IWC
Russell Micro Cap ETF

ETFs
11
+ 0.2%
$120.3 - $138.84 $1.32K - $1.53K
5.48K $714K
MGK
Vanguard Mega Cap Growth ETF

ETFs
78
+ 13.73%
$316.94 - $357.88 $24.7K - $27.9K
646 $221K
ASML
Asml Holding Nv

Technology
85
+ 47.75%
$658.43 - $872.27 $56K - $74.1K
263 $182K
BAC
Bank Of America Corp

Financial Services
1
+ 0.02%
$39.22 - $47.77 $39.2 - $47.8
6.28K $275K
GS
Goldman Sachs Group Inc

Financial Services
16
+ 10.88%
$486.1 - $608.57 $7.78K - $9.74K
163 $93K
VOT
Vanguard Mid Cap Growth Index

ETFs
3
+ 0.2%
$241.48 - $274.89 $724 - $825
1.53K $387K
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
436
+ 1.47%
$13.54 - $14.25 $5.9K - $6.21K
30.2K $422K
AEP
American Electric Power CO Inc

Utilities
402
+ 18.31%
$90.91 - $102.21 $36.5K - $41.1K
2.6K $239K
IWM
Ishares Russell 2000 ETF

ETFs
52
+ 0.51%
$216.13 - $242.4 $11.2K - $12.6K
10.3K $2.27M
PFF
Ishares Trust Ishares Pfd And

ETFs
8.76K
+ 5.98%
$31.23 - $33.51 $274K - $294K
155K $4.88M
YUM
Yum Brands Inc

Consumer Cyclical
101
+ 52.06%
$130.36 - $139.54 $13.2K - $14.1K
295 $39K
FRT
Federal Realty Investment Trust

Real Estate
137
+ 11.48%
$109.55 - $117.53 $15K - $16.1K
1.33K $148K
VBK
Vanguard Small Cap Growth ETF

ETFs
1
+ 0.13%
$264.18 - $304.19 $264 - $304
786 $220K
GILD
Gilead Sciences, Inc.

Healthcare
1
+ 0.09%
$83.95 - $97.9 $84 - $97.9
1.1K $101K
T
At&T Inc.

Communication Services
48
+ 0.53%
$21.22 - $23.88 $1.02K - $1.15K
9.14K $208K
SLB
Schlumberger Limited

Energy
200
+ 166.67%
$36.83 - $45.59 $7.37K - $9.12K
320 $12K
MA
Mastercard Inc

Financial Services
1
+ 0.55%
$491.3 - $536.15 $491 - $536
183 $96K
MO
Altria Group, Inc.

Consumer Defensive
45
+ 1.78%
$49.06 - $57.74 $2.21K - $2.6K
2.57K $134K
ITOT
Ishares Core S&P Total U.S. St

ETFs
3
+ 0.18%
$124.26 - $134.12 $373 - $402
1.69K $217K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
119
+ 25.16%
$44.33 - $49.55 $5.28K - $5.9K
592 $26K
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
BX
Blackstone Inc.

Financial Services
1
+ 0.91%
$148.45 - $199.05 $148 - $199
111 $19K
DLB
Dolby Laboratories, Inc.

Industrials
7
+ 0.38%
$70.91 - $81.98 $496 - $574
1.84K $143K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
7
+ 0.5%
$121.89 - $135.52 $853 - $949
1.41K $176K
IJS
Ishares S&P Smallcap 600 Value

ETFs
9
+ 0.49%
$104.59 - $118.05 $941 - $1.06K
1.85K $201K
ALL
Allstate Corp

Financial Services
4
+ 0.49%
$181.25 - $208.2 $725 - $833
827 $159K
COP
Conocophillips

Energy
40
+ 14.87%
$95.12 - $114.72 $3.8K - $4.59K
309 $30K
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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