Jackson, Grant Investment Advisers, Inc. Incresed Positions in Q3 2025

Jackson, Grant Investment Advisers, Inc.

  • $295 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
5.14K
+ 3.48%
$181.56 - $190.33 $932K - $978K
153K $29M
ABBV
Abb Vie Inc.

Healthcare
137
+ 0.44%
$184.85 - $231.54 $25.3K - $31.7K
31.4K $7.28M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
4.34K
+ 2.53%
$136.48 - $142.97 $592K - $620K
176K $24.6M
MSFT
Microsoft Corp

Technology
1.55K
+ 9.35%
$491.09 - $535.64 $759K - $828K
18.1K $9.36M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.21K
+ 15.12%
$567.77 - $614.76 $684K - $741K
9.18K $5.62M
AAPL
Apple Inc.

Technology
15
+ 0.07%
$202.38 - $256.87 $3.04K - $3.85K
20.8K $5.31M
VO
Vanguard Mid Cap ETF

ETFs
169
+ 0.33%
$279.83 - $293.74 $47.3K - $49.6K
51.2K $15M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
5.58K
+ 20.31%
$74.93 - $80.73 $418K - $450K
33K $2.66M
JNJ
Johnson & Johnson

Healthcare
568
+ 4.35%
$155.17 - $185.42 $88.1K - $105K
13.6K $2.52M
TJX
Tjx Companies Inc

Consumer Cyclical
44
+ 0.2%
$121.35 - $144.54 $5.34K - $6.36K
22.1K $3.19M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
5.15K
+ 4.86%
$72.01 - $74.44 $371K - $383K
111K $8.17M
AMZN
Amazon Com Inc

Consumer Cyclical
2K
+ 79.59%
$211.65 - $238.24 $423K - $476K
4.51K $990K
T
At&T Inc.

Communication Services
15.6K
+ 168.66%
$26.94 - $29.62 $419K - $461K
24.8K $699K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
70
+ 0.1%
$72.65 - $78.68 $5.09K - $5.51K
73.6K $5.76M
UNH
Unitedhealth Group Inc

Healthcare
1.01K
+ 68.86%
$237.77 - $353.61 $239K - $356K
2.47K $851K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.26K
+ 7.08%
$97.75 - $100.75 $319K - $329K
49.3K $4.95M
XLY
Select Sector Spdr Consumer Di

ETFs
17
+ 0.1%
$216.09 - $242.18 $3.67K - $4.12K
16.2K $3.89M
IVV
Ishares Core S&P 500 ETF

ETFs
7
+ 0.1%
$620.67 - $670.08 $4.34K - $4.69K
6.97K $4.67M
XOM
Exxon Mobil Corp

Energy
1.74K
+ 12.82%
$105.83 - $117.22 $184K - $204K
15.3K $1.73M
NEE
Nextera Energy Inc

Utilities
3.3K
+ 202.95%
$69.77 - $77.54 $230K - $256K
4.93K $371K
VUG
Vanguard Growth ETF

ETFs
222
+ 6.38%
$433.97 - $484.08 $96.3K - $107K
3.7K $1.77M
WMT
Walmart Inc.

Consumer Defensive
1.5K
+ 9.01%
$94.4 - $104.27 $142K - $157K
18.2K $1.87M
XLK
Technology Sector Spdr

ETFs
26
+ 0.41%
$250.97 - $282.66 $6.53K - $7.35K
6.39K $1.8M
MCD
Mcdonalds Corp

Consumer Cyclical
330
+ 4.53%
$291.67 - $316.99 $96.3K - $105K
7.61K $2.31M
ASML
Asml Holding Nv

Technology
111
+ 23.97%
$689.63 - $968.09 $76.5K - $107K
574 $555K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
5
+ 0.09%
$284.45 - $324.95 $1.42K - $1.62K
5.3K $1.7M
GOOGL
Alphabet Inc.

Communication Services
2
+ 0.07%
$174.36 - $254.72 $349 - $509
2.73K $662K
PFF
Ishares Trust Ishares Pfd And

ETFs
858
+ 0.52%
$30.67 - $32.13 $26.3K - $27.6K
165K $5.21M
GD
General Dynamics Corp

Industrials
500
+ 271.74%
$293.92 - $341.0 $147K - $171K
684 $233K
QQQ
Invesco Qqq Trust, Series 1

ETFs
10
+ 0.33%
$546.99 - $602.2 $5.47K - $6.02K
3.05K $1.83M
LOW
Lowes Companies Inc

Consumer Cyclical
600
+ 8571.43%
$215.01 - $273.02 $129K - $164K
607 $152K
ORCL
Oracle Corp

Technology
100
+ 5.4%
$218.96 - $328.33 $21.9K - $32.8K
1.95K $548K
VGT
Vanguard Information Technolog

ETFs
2
+ 0.12%
$656.44 - $753.15 $1.31K - $1.51K
1.66K $1.24M
SPYG
Spdr Portfolio

ETFs
15
+ 0.11%
$94.33 - $105.31 $1.41K - $1.58K
13.7K $1.44M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
472
+ 1.55%
$101.12 - $106.18 $47.7K - $50.1K
30.9K $3.18M
IWC
Russell Micro Cap ETF

ETFs
11
+ 0.2%
$127.86 - $151.39 $1.41K - $1.67K
5.51K $821K
CVX
Chevron Corp

Energy
427
+ 9.6%
$145.57 - $161.83 $62.2K - $69.1K
4.87K $756K
RTX
Raytheon Technologies Corp

Industrials
504
+ 32.31%
$144.19 - $167.33 $72.7K - $84.3K
2.06K $345K
XLV
Select Sector Spdr Fund Health

ETFs
70
+ 0.29%
$129.01 - $139.72 $9.03K - $9.78K
23.9K $3.33M
MRK
Merck & Co., Inc.

Healthcare
592
+ 4.91%
$77.6 - $87.37 $45.9K - $51.7K
12.7K $1.06M
MO
Altria Group, Inc.

Consumer Defensive
1.14K
+ 42.93%
$57.75 - $67.68 $65.9K - $77.2K
3.8K $250K
HON
Honeywell International Inc

Industrials
519
+ 53.95%
$207.7 - $240.4 $108K - $125K
1.48K $311K
HDV
Ishares Core High Dividend ETF

ETFs
105
+ 0.77%
$118.16 - $123.66 $12.4K - $13K
13.7K $1.68M
YUM
Yum Brands Inc

Consumer Cyclical
501
+ 169.83%
$139.5 - $153.94 $69.9K - $77.1K
796 $120K
IVW
Ishares S&P 500 Growth ETF

ETFs
8
+ 0.11%
$108.97 - $121.65 $872 - $973
7.17K $864K
PEP
Pepsico Inc

Consumer Defensive
234
+ 4.41%
$133.81 - $152.16 $31.3K - $35.6K
5.54K $777K
WFC
Wells Fargo & Company

Financial Services
800
+ 36.46%
$77.05 - $85.16 $61.6K - $68.1K
2.99K $250K
XLU
Utilities Sector Spdr

ETFs
39
+ 0.34%
$81.14 - $87.32 $3.16K - $3.41K
11.6K $1.01M
CSCO
Cisco Systems, Inc.

Technology
1.11K
+ 14.9%
$66.2 - $71.79 $73.3K - $79.5K
8.55K $584K
Activity Summary
Buys All Purchases 182 New Holdings 31 Increased Positions 151 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
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