Jackson, Grant Investment Advisers, Inc. Portfolio Holdings
Jackson, Grant Investment Advisers, Inc.
- $269 Million
- Q2 2025
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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 385
- Current Value $269 Million
- Prior Value $256 Million
- Filing
- Period Q2 2025
- Filing Date July 17, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 7 stocks
- Additional Purchases 112 stocks
- Sold out of 0 stocks
- Reduced holdings in 25 stocks