Jackson, Grant Investment Advisers, Inc. Reduced Holdings in Q2 2025

Jackson, Grant Investment Advisers, Inc.

  • $269 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-352
- 1.66%
$172.42 - $223.89 $60.7K - $78.8K
20.8K $4.27M
PG
Procter & Gamble CO

Consumer Defensive
-333
- 1.14%
$157.66 - $172.39 $52.5K - $57.4K
28.8K $4.59M
XLV
Select Sector Spdr Fund Health

ETFs
-99
- 0.41%
$128.77 - $144.3 $12.7K - $14.3K
23.9K $3.22M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-1.95K
- 1.12%
$121.58 - $136.74 $237K - $266K
171K $23.3M
IEFA
Ishares Tr

ETFs
-3.11K
- 90.99%
$67.83 - $84.09 $211K - $261K
308 $25K
LLY
Eli Lilly & CO

Healthcare
-6
- 0.21%
$713.71 - $898.95 $4.28K - $5.39K
2.79K $2.17M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-997
- 6.99%
$48.13 - $49.85 $48K - $49.7K
13.3K $650K
PFF
Ishares Trust Ishares Pfd And

ETFs
-636
- 0.39%
$29.0 - $30.68 $18.4K - $19.5K
164K $5.03M
GIS
General Mills Inc

Consumer Defensive
-100
- 10.37%
$50.37 - $60.97 $5.04K - $6.1K
864 $44K
WLK
Westlake Corp

Basic Materials
-109
- 90.83%
$69.83 - $102.01 $7.61K - $11.1K
11 $0
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-493
- 1.04%
$10.78 - $11.28 $5.31K - $5.56K
47.1K $524K
ADBE
Adobe Inc.

Technology
-17
- 14.78%
$340.0 - $420.68 $5.78K - $7.15K
98 $37K
DOW
Dow Inc.

Basic Materials
-35
- 4.59%
$25.81 - $34.89 $903 - $1.22K
727 $19K
IEMG
Ishares Inc

ETFs
-64
- 9.36%
N/A
620 $33K
DGRO
Ishares Core Dividend Growth E

ETFs
-39
- 3.17%
$55.22 - $63.94 $2.15K - $2.49K
1.19K $76K
VOE
Vanguard Mid Cap Value Index F

ETFs
-11
- 1.03%
$141.87 - $164.49 $1.56K - $1.81K
1.06K $173K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-9
- 3.36%
$468.22 - $566.51 $4.21K - $5.1K
259 $146K
CSX
Csx Corp

Industrials
-366
- 2.88%
$26.69 - $32.91 $9.77K - $12K
12.4K $403K
GOOGL
Alphabet Inc.

Communication Services
-13
- 0.47%
$144.7 - $178.6 $1.88K - $2.32K
2.72K $480K
GOOG
Alphabet Inc.

Communication Services
-15
- 0.49%
$146.58 - $180.01 $2.2K - $2.7K
3.07K $544K
JPM
Jpmorgan Chase & CO

Financial Services
-6
- 0.35%
$210.28 - $289.91 $1.26K - $1.74K
1.69K $490K
XLY
Select Sector Spdr Consumer Di

ETFs
-1.25K
- 7.15%
$176.34 - $218.59 $220K - $273K
16.2K $3.53M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-60
- 1.12%
$224.16 - $285.86 $13.4K - $17.2K
5.29K $1.51M
VTI
Vanguard Total Stock Market Et

ETFs
-53
- 0.58%
$243.75 - $303.93 $12.9K - $16.1K
9.11K $2.77M
Activity Summary
Buys All Purchases 119 New Holdings 7 Increased Positions 112 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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