Jackson, Grant Investment Advisers, Inc. Incresed Positions in Q1 2025

Jackson, Grant Investment Advisers, Inc.

  • $256 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
13.2K
+ 41.41%
$95.85 - $99.25 $1.27M - $1.31M
45.2K $4.47M
ABBV
Abb Vie Inc.

Healthcare
26
+ 0.08%
$169.2 - $216.66 $4.4K - $5.63K
31.2K $6.53M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
12.1K
+ 558.96%
$49.25 - $50.66 $596K - $613K
14.3K $707K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
4.45K
+ 17.87%
$97.38 - $104.52 $434K - $465K
29.4K $3M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
5.31K
+ 26.1%
$67.03 - $74.61 $356K - $396K
25.6K $1.74M
JNJ
Johnson & Johnson

Healthcare
69
+ 0.53%
$142.06 - $167.7 $9.8K - $11.6K
13K $2.15M
XLV
Select Sector Spdr Fund Health

ETFs
181
+ 0.76%
$137.61 - $149.68 $24.9K - $27.1K
24K $3.5M
KO
Coca Cola CO

Consumer Defensive
44
+ 0.2%
$60.81 - $72.32 $2.68K - $3.18K
21.9K $1.57M
PFF
Ishares Trust Ishares Pfd And

ETFs
9.19K
+ 5.92%
$30.73 - $32.26 $282K - $296K
165K $5.06M
MCD
Mcdonalds Corp

Consumer Cyclical
29
+ 0.4%
$279.74 - $321.29 $8.11K - $9.32K
7.25K $2.26M
XOM
Exxon Mobil Corp

Energy
42
+ 0.31%
$105.44 - $118.93 $4.43K - $5K
13.5K $1.61M
LLY
Eli Lilly & CO

Healthcare
3
+ 0.11%
$725.72 - $929.72 $2.18K - $2.79K
2.79K $2.31M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
14K
+ 41.65%
$11.22 - $11.8 $157K - $165K
47.6K $534K
AMGN
Amgen Inc

Healthcare
1
+ 0.04%
$258.59 - $327.36 $259 - $327
2.38K $740K
PM
Philip Morris International Inc.

Consumer Defensive
7
+ 0.25%
$117.15 - $158.79 $820 - $1.11K
2.78K $440K
ASML
Asml Holding Nv

Technology
157
+ 59.7%
$662.63 - $776.99 $104K - $122K
420 $278K
T
At&T Inc.

Communication Services
44
+ 0.48%
$21.56 - $28.28 $949 - $1.24K
9.18K $259K
PAVE
Global X Fds Us Infrastructure

ETFs
1.38K
+ 58.39%
$37.31 - $43.82 $51.6K - $60.6K
3.75K $141K
AEP
American Electric Power CO Inc

Utilities
8
+ 0.31%
$90.32 - $109.27 $723 - $874
2.61K $284K
V
Visa Inc.

Financial Services
1
+ 0.08%
$306.92 - $362.71 $307 - $363
1.23K $430K
XLU
Utilities Sector Spdr

ETFs
46
+ 0.4%
$74.7 - $80.27 $3.44K - $3.69K
11.5K $907K
XLF
Financial Sector Spdr

ETFs
71
+ 0.3%
$47.32 - $52.19 $3.36K - $3.71K
23.6K $1.18M
ED
Consolidated Edison Inc

Utilities
12
+ 0.84%
$88.0 - $110.59 $1.06K - $1.33K
1.44K $158K
BMY
Bristol Myers Squibb CO

Healthcare
7
+ 0.11%
$53.9 - $63.11 $377 - $442
6.52K $397K
UNH
Unitedhealth Group Inc

Healthcare
4
+ 0.28%
$461.52 - $548.18 $1.85K - $2.19K
1.45K $761K
RTX
Raytheon Technologies Corp

Industrials
5
+ 0.32%
$114.1 - $135.66 $571 - $678
1.56K $205K
MO
Altria Group, Inc.

Consumer Defensive
45
+ 1.75%
$50.81 - $60.02 $2.29K - $2.7K
2.62K $157K
GILD
Gilead Sciences, Inc.

Healthcare
1
+ 0.09%
$89.14 - $117.41 $89.1 - $117
1.1K $123K
KMB
Kimberly Clark Corp

Consumer Defensive
11
+ 0.66%
$124.46 - $147.4 $1.37K - $1.62K
1.67K $238K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
716
+ 1.5%
$8.29 - $8.97 $5.94K - $6.42K
48.6K $417K
CSCO
Cisco Systems, Inc.

Technology
35
+ 0.48%
$58.74 - $64.87 $2.06K - $2.27K
7.4K $456K
SO
Southern CO

Utilities
15
+ 0.74%
$80.96 - $92.96 $1.21K - $1.39K
2.03K $186K
CL
Colgate Palmolive CO

Consumer Defensive
17
+ 0.27%
$85.68 - $97.5 $1.46K - $1.66K
6.22K $582K
VZ
Verizon Communications Inc

Communication Services
21
+ 0.7%
$37.81 - $46.49 $794 - $976
3.04K $137K
MDT
Medtronic PLC

Healthcare
3
+ 0.21%
$79.84 - $94.5 $240 - $284
1.45K $130K
TRV
Travelers Companies, Inc.

Financial Services
1
+ 0.16%
$232.43 - $265.13 $232 - $265
619 $163K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1
+ 0.22%
$208.48 - $244.03 $208 - $244
459 $112K
ALL
Allstate Corp

Financial Services
4
+ 0.48%
$180.99 - $210.18 $724 - $841
831 $172K
ADP
Automatic Data Processing Inc

Industrials
4
+ 0.54%
$286.85 - $318.64 $1.15K - $1.27K
747 $228K
BND
Vanguard Bd Index Fd Inc Total

ETFs
32
+ 0.62%
$71.17 - $73.66 $2.28K - $2.36K
5.2K $381K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
16
+ 0.29%
$126.11 - $135.06 $2.02K - $2.16K
5.6K $722K
NEM
Newmont Corp

Basic Materials
3
+ 0.52%
$37.79 - $48.39 $113 - $145
583 $28K
GOLD
Barrick Gold Corp

Basic Materials
9
+ 0.46%
$15.45 - $19.56 $139 - $176
1.95K $37K
UNP
Union Pacific Corp

Industrials
3
+ 0.6%
$225.21 - $254.42 $676 - $763
506 $119K
OTIS
Otis Worldwide Corp

Industrials
2
+ 0.4%
$90.77 - $104.01 $182 - $208
502 $51K
DLB
Dolby Laboratories, Inc.

Industrials
7
+ 0.38%
$76.37 - $87.32 $535 - $611
1.85K $148K
VEA
Vanguard Ftse Developed Market

ETFs
7
+ 0.49%
$47.4 - $52.99 $332 - $371
1.45K $73K
AEM
Agnico Eagle Mines LTD

Basic Materials
1
+ 0.91%
$79.66 - $108.41 $79.7 - $108
111 $12K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
31
+ 0.31%
$78.12 - $83.7 $2.42K - $2.59K
10.1K $813K
Activity Summary
Buys All Purchases 105 New Holdings 2 Increased Positions 103 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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