Jackson, Grant Investment Advisers, Inc. has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $256 Million distributed in 380 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $33.9M, Invesco S&P 500 Equal Weight E with a value of $25.3M, Spdr Series Tr Spdr S&P Divide with a value of $23.5M, Vanguard Dividend Appreciation with a value of $18M, and Vanguard Mid Cap ETF with a value of $13.1M.
Examining the 13F form we can see an decrease of $1.46M in the current position value, from $257M to 256M.
Below you can find more details about Jackson, Grant Investment Advisers, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$256 Million
ETFs: $189 Million
Healthcare: $16.1 Million
Technology: $14.8 Million
Consumer Defensive: $10.6 Million
Financial Services: $7.54 Million
Consumer Cyclical: $6.6 Million
Industrials: $4.88 Million
Energy: $2.53 Million
Other: $4.15 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
