Jackson, Grant Investment Advisers, Inc. Reduced Holdings in Q4 2024

Jackson, Grant Investment Advisers, Inc.

  • $257 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-1.07K
- 0.6%
$131.66 - $144.0 $141K - $154K
177K $23.3M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-15.1K
- 32.05%
$96.64 - $101.23 $1.46M - $1.53M
32K $3.1M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-18.8K
- 89.67%
$49.79 - $51.14 $935K - $961K
2.16K $108K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-48.2K
- 58.94%
$11.42 - $12.5 $551K - $603K
33.6K $387K
JNJ
Johnson & Johnson

Healthcare
-829
- 6.04%
$143.34 - $165.86 $119K - $137K
12.9K $1.87M
IBM
International Business Machines Corp

Technology
-1.48K
- 32.31%
$204.9 - $238.04 $303K - $352K
3.1K $680K
LLY
Eli Lilly & CO

Healthcare
-9
- 0.32%
$727.2 - $932.06 $6.54K - $8.39K
2.79K $2.15M
MSFT
Microsoft Corp

Technology
-304
- 1.77%
$406.35 - $454.46 $124K - $138K
16.9K $7.13M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-66
- 97.06%
$4100.99 - $5300.34 $271K - $350K
2 $9K
PG
Procter & Gamble CO

Consumer Defensive
-498
- 1.66%
$161.05 - $179.7 $80.2K - $89.5K
29.6K $4.96M
XOM
Exxon Mobil Corp

Energy
-294
- 2.13%
$105.51 - $125.37 $31K - $36.9K
13.5K $1.45M
XLF
Financial Sector Spdr

ETFs
-4.86K
- 17.12%
$44.89 - $51.34 $218K - $250K
23.5K $1.14M
UNH
Unitedhealth Group Inc

Healthcare
-58
- 3.85%
$485.52 - $625.25 $28.2K - $36.3K
1.45K $733K
MCD
Mcdonalds Corp

Consumer Cyclical
-101
- 1.38%
$288.47 - $316.54 $29.1K - $32K
7.22K $2.09M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-426
- 5.01%
$521.84 - $558.82 $222K - $238K
8.08K $4.35M
PEP
Pepsico Inc

Consumer Defensive
-174
- 3.1%
$151.29 - $176.1 $26.3K - $30.6K
5.43K $825K
XLU
Utilities Sector Spdr

ETFs
-373
- 3.15%
$74.89 - $82.93 $27.9K - $30.9K
11.5K $867K
VZ
Verizon Communications Inc

Communication Services
-1.17K
- 27.96%
$39.6 - $45.21 $46.3K - $52.9K
3.02K $120K
JPM
Jpmorgan Chase & CO

Financial Services
-578
- 22.83%
$205.18 - $250.29 $119K - $145K
1.95K $468K
ABT
Abbott Laboratories

Healthcare
-501
- 5.71%
$111.93 - $119.39 $56.1K - $59.8K
8.27K $935K
IWD
Ishares Russell 1000 Val ETF

ETFs
-262
- 13.68%
$183.23 - $199.79 $48K - $52.3K
1.65K $306K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-144
- 50.17%
$370.24 - $418.94 $53.3K - $60.3K
143 $57K
NEE
Nextera Energy Inc

Utilities
-284
- 14.87%
$69.77 - $85.43 $19.8K - $24.3K
1.63K $116K
PFE
Pfizer Inc

Healthcare
-648
- 6.19%
$24.8 - $30.19 $16.1K - $19.6K
9.82K $260K
XLP
Consumer Staples Sector Spdr

ETFs
-551
- 5.05%
N/A
10.4K $787K
GIS
General Mills Inc

Consumer Defensive
-418
- 29.65%
$62.78 - $74.62 $26.2K - $31.2K
992 $63K
ZTS
Zoetis Inc.

Healthcare
-138
- 26.39%
$162.24 - $194.42 $22.4K - $26.8K
385 $62K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-16
- 0.41%
$442.29 - $483.08 $7.08K - $7.73K
3.93K $1.78M
CVX
Chevron Corp

Energy
-98
- 2.11%
$141.15 - $162.53 $13.8K - $15.9K
4.56K $659K
CI
Cigna Corp

Healthcare
-53
- 63.86%
$265.59 - $358.58 $14.1K - $19K
30 $8K
IWP
Ishares Russell Mid Cap Growth

ETFs
-169
- 20.19%
$116.4 - $138.52 $19.7K - $23.4K
668 $84K
ADP
Automatic Data Processing Inc

Industrials
-79
- 9.61%
$280.08 - $307.97 $22.1K - $24.3K
743 $217K
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.31K
- 2.11%
$567.81 - $607.81 $745K - $797K
60.9K $35.7M
ENB
Enbridge Inc

Energy
-248
- 18.58%
$40.4 - $43.92 $10K - $10.9K
1.09K $46K
D
Dominion Energy, Inc

Utilities
-63
- 57.8%
$52.63 - $60.92 $3.32K - $3.84K
46 $2K
IVV
Ishares Core S&P 500 ETF

ETFs
-70
- 0.96%
$570.51 - $610.59 $39.9K - $42.7K
7.21K $4.24M
AVGO
Broadcom Inc.

Technology
-99
- 4.24%
$159.67 - $250.0 $15.8K - $24.8K
2.23K $517K
AAPL
Apple Inc.

Technology
-574
- 2.64%
$221.69 - $259.02 $127K - $149K
21.2K $5.3M
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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