Jackson, Grant Investment Advisers, Inc. Reduced Holdings in Q1 2024

Jackson, Grant Investment Advisers, Inc.

  • $243 Million
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-169
- 0.86%
$169.0 - $195.18 $28.6K - $33K
19.4K $3.32M
GLD
Spdr Gold Trust

ETFs
-1.42K
- 50.02%
$184.42 - $205.72 $262K - $293K
1.42K $292K
MTB
M&T Bank Corp

Financial Services
-545
- 95.95%
$130.47 - $145.85 $71.1K - $79.5K
23 $3K
MO
Altria Group, Inc.

Consumer Defensive
-1.19K
- 32.81%
$39.73 - $44.95 $47.2K - $53.4K
2.44K $106K
GIS
General Mills Inc

Consumer Defensive
-582
- 29.25%
$62.34 - $69.97 $36.3K - $40.7K
1.41K $98K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-277
- 19.6%
$102.35 - $110.52 $28.4K - $30.6K
1.14K $125K
XLY
Select Sector Spdr Consumer Di

ETFs
-675
- 3.26%
$170.9 - $185.02 $115K - $125K
20K $3.68M
SBUX
Starbucks Corp

Consumer Cyclical
-122
- 50.62%
$90.12 - $97.3 $11K - $11.9K
119 $10K
UPS
United Parcel Service Inc

Industrials
-41
- 14.75%
$139.08 - $161.22 $5.7K - $6.61K
237 $35K
G
Genpact LTD

Technology
-25
- 10.0%
$31.88 - $36.53 $797 - $913
225 $7K
XLP
Consumer Staples Sector Spdr

ETFs
-569
- 4.97%
$71.59 - $76.36 $40.7K - $43.4K
10.9K $831K
XLU
Utilities Sector Spdr

ETFs
-337
- 2.79%
$59.95 - $65.65 $20.2K - $22.1K
11.7K $770K
TSCO
Tractor Supply CO

Consumer Cyclical
-17
- 7.11%
$212.65 - $266.17 $3.62K - $4.52K
222 $58K
XLK
Technology Sector Spdr

ETFs
-512
- 7.11%
$184.12 - $211.02 $94.3K - $108K
6.69K $1.39M
NEE
Nextera Energy Inc

Utilities
-190
- 3.18%
$54.97 - $63.91 $10.4K - $12.1K
5.78K $369K
GOOG
Alphabet Inc.

Communication Services
-150
- 4.64%
$132.56 - $154.84 $19.9K - $23.2K
3.09K $469K
BAC
Bank Of America Corp

Financial Services
-354
- 5.34%
$31.73 - $37.92 $11.2K - $13.4K
6.28K $238K
PEP
Pepsico Inc

Consumer Defensive
-52
- 0.87%
$162.04 - $175.01 $8.43K - $9.1K
5.92K $1.04M
IBM
International Business Machines Corp

Technology
-464
- 9.25%
$159.16 - $197.78 $73.9K - $91.8K
4.55K $869K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-35
- 0.27%
$57.38 - $64.15 $2.01K - $2.25K
12.8K $821K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-9
- 0.17%
$239.5 - $270.8 $2.16K - $2.44K
5.26K $1.42M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-465
- 1.81%
$93.48 - $101.41 $43.5K - $47.2K
25.2K $2.56M
XLF
Financial Sector Spdr

ETFs
-420
- 1.46%
$37.27 - $42.12 $15.7K - $17.7K
28.3K $1.19M
PFF
Ishares Trust Ishares Pfd And

ETFs
-985
- 0.67%
$31.12 - $32.54 $30.7K - $32.1K
145K $4.68M
DVY
Ishares Tr

ETFs
-958
- 2.35%
$113.31 - $123.18 $109K - $118K
39.7K $4.89M
TJX
Tjx Companies Inc

Consumer Cyclical
-283
- 1.27%
$91.7 - $101.42 $26K - $28.7K
22.1K $2.24M
XLV
Select Sector Spdr Fund Health

ETFs
-861
- 3.51%
$138.48 - $147.86 $119K - $127K
23.7K $3.5M
VTI
Vanguard Total Stock Market Et

ETFs
-5
- 0.06%
$232.77 - $260.14 $1.16K - $1.3K
7.95K $2.07M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-20
- 0.28%
$429.43 - $481.35 $8.59K - $9.63K
7.25K $3.48M
IVV
Ishares Core S&P 500 ETF

ETFs
-80
- 1.08%
$469.56 - $525.73 $37.6K - $42.1K
7.34K $3.86M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-105
- 0.15%
$54.97 - $61.53 $5.77K - $6.46K
72K $4.43M
PG
Procter & Gamble CO

Consumer Defensive
-363
- 1.16%
$147.42 - $162.61 $53.5K - $59K
30.8K $5M
VO
Vanguard Mid Cap ETF

ETFs
-1.19K
- 2.36%
$225.86 - $249.86 $269K - $298K
49.3K $12.3M
MSFT
Microsoft Corp

Technology
-158
- 0.89%
$367.75 - $429.37 $58.1K - $67.8K
17.6K $7.4M
ABBV
Abb Vie Inc.

Healthcare
-83
- 0.27%
$159.82 - $182.1 $13.3K - $15.1K
30.9K $5.63M
VIG
Vanguard Dividend Appreciation

ETFs
-766
- 0.76%
$168.47 - $182.98 $129K - $140K
99.6K $18.2M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.2K
- 0.92%
$153.84 - $169.37 $185K - $204K
130K $22.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
-513
- 0.84%
$467.28 - $523.17 $240K - $268K
60.8K $31.8M
Activity Summary
Buys All Purchases 97 New Holdings 5 Increased Positions 92 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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