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.

Portfolio value $295 Million
ETFs: $215 Million
Technology: $20.7 Million
Healthcare: $17.1 Million
Consumer Defensive: $10.5 Million
Consumer Cyclical: $8.63 Million
Financial Services: $8.01 Million
Industrials: $6.06 Million
Communication Services: $3.47 Million
Other: $5.22 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$300B
$851,000 0.29% of portfolio
2,467
Q3 2025 Added 68.86%
$0
$864,000 0.29% of portfolio
10,131
Q3 2025 Added 0.26%
$0
$821,000 0.28% of portfolio
5,509
Q3 2025 Added 0.2%
$0
$796,000 0.27% of portfolio
10,470
Q3 2025 Added 0.39%
$0
$793,000 0.27% of portfolio
5,631
Q3 2025 Added 0.27%
$139B
$759,000 0.26% of portfolio
2,301
Q3 2025 Reduced 1.83%
$204B
$777,000 0.26% of portfolio
5,537
Q3 2025 Added 4.41%
$303B
$756,000 0.26% of portfolio
4,874
Q3 2025 Added 9.6%
$1.74T
$747,000 0.25% of portfolio
3,071
Q2 2025 Reduced 0.49%
$181B
$699,000 0.24% of portfolio
24,773
Q3 2025 Added 168.66%
$0
$715,000 0.24% of portfolio
3,467
Q3 2025 Added 0.41%
$183B
$671,000 0.23% of portfolio
2,379
Q3 2025 Added 0.04%
$130B
$688,000 0.23% of portfolio
1,937
Q2 2025 Added 6.25%
$1.65T
$662,000 0.22% of portfolio
2,726
Q3 2025 Added 0.07%
$0
$634,000 0.22% of portfolio
12,678
Q3 2025 Reduced 4.41%
$69.4B
$614,000 0.21% of portfolio
7,496
Q4 2019 Added 0.71%
$0
$545,000 0.19% of portfolio
2,804
Q3 2025 Added 0.14%
$593B
$548,000 0.19% of portfolio
1,951
Q3 2025 Added 5.4%
$405B
$555,000 0.19% of portfolio
574
Q3 2025 Added 23.97%
$193B
$531,000 0.18% of portfolio
4,638
Q3 2025 Added 0.02%
$0
$533,000 0.18% of portfolio
45,993
Q3 2025 Reduced 2.37%
$881B
$534,000 0.18% of portfolio
1,696
Q3 2025 Added 0.24%
$65.7B
$500,000 0.17% of portfolio
6,257
Q3 2025 Added 0.3%
$73.4B
$440,000 0.15% of portfolio
12,399
Q3 2025 Added 0.33%
$0
$455,000 0.15% of portfolio
31,552
Q3 2025 Added 1.44%
$0
$455,000 0.15% of portfolio
50,042
Q3 2025 Added 1.48%
$237B
$451,000 0.15% of portfolio
2,786
Q3 2025 Added 0.14%
$533B
$419,000 0.14% of portfolio
1,229
Q3 2025 Added 0.08%
$0
$401,000 0.14% of portfolio
1,365
Q3 2025 Added 0.15%
$0
$401,000 0.14% of portfolio
5,394
Q3 2025 Added 0.97%
$1.37T
$423,000 0.14% of portfolio
577
Q1 2023 Added 11.61%
$49.5B
$379,000 0.13% of portfolio
2,242
Q2 2023 Reduced 9.34%
$168B
$371,000 0.13% of portfolio
4,926
Q3 2025 Added 202.95%
$0
$346,000 0.12% of portfolio
8,990
Q3 2025 New
$258B
$345,000 0.12% of portfolio
2,064
Q3 2025 Added 32.31%
$65.7B
$366,000 0.12% of portfolio
1,221
Q2 2021 Added 0.58%
$132B
$311,000 0.11% of portfolio
1,481
Q3 2025 Added 53.95%
$21.1B
$331,000 0.11% of portfolio
3,995
Q3 2024 Added 30.09%
$99.5B
$317,000 0.11% of portfolio
7,050
Q3 2025 Added 7.9%
$413B
$323,000 0.11% of portfolio
6,279
Q4 2024 Added 0.02%
$0
$336,000 0.11% of portfolio
1,653
Q4 2024 Reduced 13.68%
$141B
$283,000 0.1% of portfolio
11,130
Q3 2025 Added 12.1%
$62.3B
$295,000 0.1% of portfolio
2,626
Q3 2025 Added 0.38%
$0
$258,000 0.09% of portfolio
1,774
Q3 2025 Added 0.17%
$0
$271,000 0.09% of portfolio
2,881
Q3 2025 Added 0.21%
$35.1B
$273,000 0.09% of portfolio
2,199
Q3 2025 Added 30.5%
$0
$259,000 0.09% of portfolio
646
Q4 2024 Added 13.73%
$0
$230,000 0.08% of portfolio
3,457
Q3 2025 Added 0.06%
$73.2B
$223,000 0.08% of portfolio
52
Q1 2023 Added 4.0%

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
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