Jackson, Grant Investment Advisers, Inc. Portfolio Holdings
Jackson, Grant Investment Advisers, Inc.
- $246 Million
- Q2 2024
Jackson, Grant Investment Advisers, Inc. has filed its 13F form on July 16, 2024 for Q2 2024 where it was disclosed a total value porftolio of $246 Million distributed in 394 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 $33.5M, Spdr Series Tr Spdr S&P Divide with a value of $22.8M, Invesco S&P 500 Equal Weight E with a value of $22.4M, Vanguard Dividend Appreciation with a value of $17.9M, and Vanguard Mid Cap ETF with a value of $12M.
Examining the 13F form we can see an increase of $3.5M in the current position value, from $243M to 246M.
Below you can find more details about Jackson, Grant Investment Advisers, Inc. portfolio as well as his latest detailed transactions.