Jackson, Grant Investment Advisers, Inc. Portfolio Holdings
Jackson, Grant Investment Advisers, Inc.
- $265 Million
- Q3 2024
Jackson, Grant Investment Advisers, Inc. has filed its 13F form on October 17, 2024 for Q3 2024 where it was disclosed a total value porftolio of $265 Million distributed in 399 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 $25.6M, Spdr Series Tr Spdr S&P Divide with a value of $25.2M, Vanguard Dividend Appreciation with a value of $18.1M, and Vanguard Mid Cap ETF with a value of $13.2M.
Examining the 13F form we can see an increase of $18.1M in the current position value, from $246M to 265M.
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 399
- Current Value $265 Million
- Prior Value $246 Million
- Filing
- Period Q3 2024
- Filing Date October 17, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 15 stocks
- Additional Purchases 121 stocks
- Sold out of 0 stocks
- Reduced holdings in 25 stocks