Jackson, Grant Investment Advisers, Inc. New Holdings in Q3 2025

Jackson, Grant Investment Advisers, Inc.

  • $295 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
8.99K
New
$36.04 - $38.78 $324K - $349K
8.99K $346K
CAT
Caterpillar Inc

Industrials
500
New
$390.92 - $477.15 $195K - $239K
500 $238K
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
2.3K
New
$81.55 - $85.33 $187K - $196K
2.3K $195K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.5K
New
$62.09 - $66.51 $155K - $166K
2.5K $163K
FDL
First Tr Morningstar Dividend

ETFs
3K
New
$41.96 - $44.59 $126K - $134K
3K $130K
VMC
Vulcan Materials CO

Basic Materials
400
New
$260.62 - $307.62 $104K - $123K
400 $123K
MAR
Marriott International Inc

Consumer Cyclical
400
New
$255.35 - $282.87 $102K - $113K
400 $104K
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
7.31K
New
$11.19 - $11.74 $81.8K - $85.9K
7.31K $84K
CVS
Cvs Health Corp

Healthcare
1K
New
$58.75 - $76.5 $58.8K - $76.5K
1K $75K
DFAX
Dimensional ETF Tr
1.54K
New
$29.25 - $31.56 $45K - $48.6K
1.54K $48K
SWK
Stanley Black & Decker, Inc.

Industrials
500
New
$66.98 - $79.52 $33.5K - $39.8K
500 $37K
STWD
Starwood Property Trust, Inc.

Real Estate
1.5K
New
$19.37 - $20.97 $29.1K - $31.5K
1.5K $29K
SYY
Sysco Corp

Consumer Defensive
300
New
$76.33 - $82.51 $22.9K - $24.8K
300 $24K
RDVY
First Trust Rising Dividend Ac

ETFs
300
New
$62.38 - $67.29 $18.7K - $20.2K
300 $20K
WMB
Williams Companies, Inc.

Energy
300
New
$56.52 - $64.01 $17K - $19.2K
300 $19K
CGUS
Capital Group Core Equity ETF
500
New
$36.89 - $39.72 $18.4K - $19.9K
500 $19K
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
1K
New
$15.6 - $16.63 $15.6K - $16.6K
1K $16K
K
Kellogg CO

Consumer Defensive
200
New
$76.96 - $82.02 $15.4K - $16.4K
200 $16K
MS
Morgan Stanley

Financial Services
100
New
$139.09 - $161.16 $13.9K - $16.1K
100 $15K
PCG
Pg&E Corp

Utilities
950
New
$13.0 - $15.73 $12.4K - $14.9K
950 $14K
INVH
Invitation Homes Inc.

Real Estate
484
New
$28.9 - $32.78 $14K - $15.9K
484 $14K
PBI
Pitney Bowes Inc

Industrials
720
New
$10.92 - $12.79 $7.86K - $9.21K
720 $8K
KEYS
Keysight Technologies, Inc.

Technology
50
New
$158.51 - $178.15 $7.93K - $8.91K
50 $8K
DVN
Devon Energy Corp

Energy
200
New
$31.75 - $36.99 $6.35K - $7.4K
200 $7K
HPE
Hewlett Packard Enterprise CO

Technology
253
New
$19.81 - $25.24 $5.01K - $6.39K
253 $6K
HPQ
Hp Inc

Technology
253
New
$24.45 - $29.35 $6.19K - $7.43K
253 $6K
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
35
New
$66.56 - $84.85 $2.33K - $2.97K
35 $2K
LUMN
Lumen Technologies, Inc.

Communication Services
117
New
$3.7 - $6.22 $433 - $728
117 $0
NVT
N Vent Electric PLC

Industrials
5
New
$72.16 - $100.25 $361 - $501
5 $0
Te Connectivity PLC
25
New
N/A
25 $0
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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