Jackson, Grant Investment Advisers, Inc. has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $269 Million distributed in 385 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 $37.5M, Invesco S&P 500 Equal Weight E with a value of $26.8M, Spdr Series Tr Spdr S&P Divide with a value of $23.3M, Vanguard Dividend Appreciation with a value of $18.5M, and Vanguard Mid Cap ETF with a value of $14.3M.
Examining the 13F form we can see an increase of $12.6M in the current position value, from $256M to 269M.
Below you can find more details about Jackson, Grant Investment Advisers, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$269 Million
ETFs: $200 Million
Technology: $17.5 Million
Healthcare: $14.5 Million
Consumer Defensive: $10.3 Million
Financial Services: $7.47 Million
Consumer Cyclical: $6.6 Million
Industrials: $5.39 Million
Communication Services: $2.66 Million
Other: $4.09 Million
Stock Holdings Table Market Cap. of $200 Billions or more
