Jackson, Grant Investment Advisers, Inc. has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $257 Million distributed in 396 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 $35.7M, Invesco S&P 500 Equal Weight E with a value of $25.4M, Spdr Series Tr Spdr S&P Divide with a value of $23.3M, Vanguard Dividend Appreciation with a value of $18.3M, and Vanguard Mid Cap ETF with a value of $13.6M.
Examining the 13F form we can see an decrease of $7.17M in the current position value, from $265M to 257M.
Below you can find more details about Jackson, Grant Investment Advisers, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$257 Million
ETFs: $191 Million
Technology: $16.5 Million
Healthcare: $14.4 Million
Consumer Defensive: $10.3 Million
Financial Services: $7.06 Million
Consumer Cyclical: $6.55 Million
Industrials: $4.99 Million
Communication Services: $2.54 Million
Other: $4.01 Million
Stock Holdings Table Market Cap. of $200 Billions or more
