Jackson, Grant Investment Advisers, Inc. Portfolio Holdings
Jackson, Grant Investment Advisers, Inc.
- $295 Million
- Q3 2025
Jackson, Grant Investment Advisers, Inc. has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $295 Million distributed in 413 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 $40.2M, Invesco S&P 500 Equal Weight E with a value of $29M, Spdr Series Tr Spdr S&P Divide with a value of $24.6M, Vanguard Dividend Appreciation with a value of $18.6M, and Vanguard Mid Cap ETF with a value of $15M.
Examining the 13F form we can see an increase of $26.1M in the current position value, from $269M to 295M.
Below you can find more details about Jackson, Grant Investment Advisers, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 413
- Current Value $295 Million
- Prior Value $269 Million
- Filing
- Period Q3 2025
- Filing Date November 10, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 31 stocks
- Additional Purchases 151 stocks
- Sold out of 0 stocks
- Reduced holdings in 12 stocks