Jackson, Grant Investment Advisers, Inc. Incresed Positions in Q3 2024

Jackson, Grant Investment Advisers, Inc.

  • $265 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
6.66K
+ 4.89%
$162.83 - $179.16 $1.08M - $1.19M
143K $25.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
791
+ 1.29%
$517.38 - $573.86 $409K - $454K
62.3K $35.7M
VO
Vanguard Mid Cap ETF

ETFs
427
+ 0.86%
$237.84 - $263.83 $102K - $113K
49.9K $13.2M
ABBV
Abb Vie Inc.

Healthcare
150
+ 0.49%
$163.84 - $199.33 $24.6K - $29.9K
30.8K $6.09M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
522
+ 0.49%
$64.57 - $71.76 $33.7K - $37.5K
107K $7.66M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
858
+ 11.22%
$475.2 - $527.7 $408K - $453K
8.5K $4.49M
DVY
Ishares Tr

ETFs
661
+ 1.66%
$119.99 - $135.74 $79.3K - $89.7K
40.5K $5.47M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
7.3K
+ 56.87%
$63.28 - $70.06 $462K - $511K
20.1K $1.41M
AAPL
Apple Inc.

Technology
16
+ 0.07%
$207.23 - $234.82 $3.32K - $3.76K
21.7K $5.06M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.44K
+ 5.46%
$96.25 - $101.98 $235K - $249K
47K $4.76M
IBM
International Business Machines Corp

Technology
15
+ 0.33%
$175.1 - $223.38 $2.63K - $3.35K
4.58K $1.01M
WMT
Walmart Inc.

Consumer Defensive
4
+ 0.02%
$66.91 - $81.4 $268 - $326
16.7K $1.35M
XLV
Select Sector Spdr Fund Health

ETFs
57
+ 0.24%
$143.3 - $157.24 $8.17K - $8.96K
23.7K $3.65M
VIG
Vanguard Dividend Appreciation

ETFs
1.34K
+ 1.37%
$182.15 - $182.15 $244K - $244K
99.3K $18.1M
IWM
Ishares Russell 2000 ETF

ETFs
81
+ 0.8%
$200.87 - $224.6 $16.3K - $18.2K
10.2K $2.26M
KO
Coca Cola CO

Consumer Defensive
41
+ 0.19%
$62.69 - $73.01 $2.57K - $2.99K
21.8K $1.56M
VTI
Vanguard Total Stock Market Et

ETFs
172
+ 2.12%
$255.18 - $283.2 $43.9K - $48.7K
8.29K $2.35M
TJX
Tjx Companies Inc

Consumer Cyclical
48
+ 0.22%
$107.93 - $120.23 $5.18K - $5.77K
22K $2.59M
XLU
Utilities Sector Spdr

ETFs
46
+ 0.39%
$67.67 - $80.78 $3.11K - $3.72K
11.8K $956K
HDV
Ishares Core High Dividend ETF

ETFs
142
+ 1.04%
$107.62 - $118.76 $15.3K - $16.9K
13.8K $1.62M
GLD
Spdr Gold Trust

ETFs
402
+ 28.29%
$215.56 - $246.98 $86.7K - $99.3K
1.82K $443K
XLF
Financial Sector Spdr

ETFs
87
+ 0.31%
$40.84 - $45.74 $3.55K - $3.98K
28.4K $1.29M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
9
+ 0.17%
$256.4 - $289.78 $2.31K - $2.61K
5.28K $1.5M
UNH
Unitedhealth Group Inc

Healthcare
3
+ 0.2%
$488.01 - $604.18 $1.46K - $1.81K
1.51K $881K
PFG
Principal Financial Group Inc

Financial Services
924
+ 30.09%
$72.94 - $87.46 $67.4K - $80.8K
4K $343K
ASML
Asml Holding Nv

Technology
125
+ 235.85%
$749.82 - $1098.95 $93.7K - $137K
178 $148K
ABT
Abbott Laboratories

Healthcare
9
+ 0.1%
$100.07 - $118.13 $901 - $1.06K
8.77K $999K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
34
+ 0.34%
$72.52 - $82.35 $2.47K - $2.8K
9.99K $817K
VTV
Vanguard Value ETF

ETFs
27
+ 0.55%
$159.75 - $174.57 $4.31K - $4.71K
4.97K $867K
HD
Home Depot, Inc.

Consumer Cyclical
2
+ 0.17%
$333.64 - $405.2 $667 - $810
1.16K $468K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
445
+ 0.55%
$11.52 - $12.52 $5.13K - $5.57K
81.8K $1.01M
BMY
Bristol Myers Squibb CO

Healthcare
11
+ 0.18%
$39.66 - $51.75 $436 - $569
6.1K $315K
PM
Philip Morris International Inc.

Consumer Defensive
7
+ 0.25%
$101.25 - $127.45 $709 - $892
2.76K $335K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
17
+ 0.31%
$117.9 - $128.2 $2K - $2.18K
5.57K $713K
IVE
Ishares S&P 500 Value ETF

ETFs
20
+ 0.59%
$181.06 - $197.17 $3.62K - $3.94K
3.4K $669K
IWC
Russell Micro Cap ETF

ETFs
33
+ 0.61%
$112.21 - $129.46 $3.7K - $4.27K
5.47K $674K
XLK
Technology Sector Spdr

ETFs
225
+ 3.32%
$197.34 - $237.68 $44.4K - $53.5K
7K $1.58M
CL
Colgate Palmolive CO

Consumer Defensive
16
+ 0.26%
$95.54 - $108.77 $1.53K - $1.74K
6.19K $642K
CSCO
Cisco Systems, Inc.

Technology
45
+ 0.62%
$44.74 - $53.22 $2.01K - $2.39K
7.33K $389K
SPYG
Spdr Portfolio

ETFs
16
+ 0.12%
$73.38 - $84.1 $1.17K - $1.35K
13.5K $1.12M
VUG
Vanguard Growth ETF

ETFs
2
+ 0.06%
$341.08 - $391.94 $682 - $784
3.58K $1.37M
AEP
American Electric Power CO Inc

Utilities
7
+ 0.32%
$87.11 - $104.95 $610 - $735
2.2K $225K
USRT
Ishares Core U.S. Reit ETF

ETFs
6
+ 0.15%
$53.07 - $62.66 $318 - $376
3.98K $245K
ADP
Automatic Data Processing Inc

Industrials
3
+ 0.37%
$233.44 - $279.45 $700 - $838
822 $227K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
642
+ 1.36%
$8.04 - $8.65 $5.16K - $5.55K
47.8K $413K
AVGO
Broadcom Inc.

Technology
2.1K
+ 901.29%
$136.27 - $1745.86 $286K - $3.67M
2.33K $402K
CARR
Carrier Global Corp

Industrials
3
+ 0.19%
$61.9 - $80.88 $186 - $243
1.55K $124K
ALL
Allstate Corp

Financial Services
4
+ 0.49%
$158.43 - $192.86 $634 - $771
823 $156K
SO
Southern CO

Utilities
15
+ 0.75%
$77.0 - $90.52 $1.16K - $1.36K
2K $180K
Activity Summary
Buys All Purchases 136 New Holdings 15 Increased Positions 121 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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