Jackson Thornton Asset Management, LLC Purchases in Q1 2025

Jackson Thornton Asset Management, LLC

  • $789 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DISV
Dimensional ETF Tr Dimensional

ETFs
46.1K
+ 4.74%
$26.09 - $30.21 $1.2M - $1.39M
1.02M $29.7M
AVUV
American Centy ETF Tr Avantis

ETFs
40.1K
+ 195.74%
$84.95 - $100.62 $3.4M - $4.03M
60.6K $5.28M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
105K
+ 16.22%
$25.35 - $27.46 $2.67M - $2.89M
753K $19.9M
DFAU
Dimensional ETF Tr

ETFs
67.2K
+ 28.61%
$37.84 - $42.29 $2.54M - $2.84M
302K $11.6M
VGIT
Vanguard Intermediate Term Tre

ETFs
7.22K
+ 1.31%
$57.44 - $59.4 $415K - $429K
560K $33.3M
DFIC
Dimensional ETF Tr Dimensional

ETFs
23.3K
+ 8.32%
$25.54 - $28.79 $594K - $670K
303K $8.41M
DFAI
Dimensional ETF Tr

ETFs
29.7K
+ 28.03%
$28.88 - $32.4 $857K - $962K
136K $4.23M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
11K
+ 4.23%
$48.43 - $49.9 $531K - $547K
270K $13.5M
DUHP
Dimensional ETF Tr Dimensional

ETFs
28.3K
+ 40.19%
$32.57 - $35.82 $922K - $1.01M
98.8K $3.27M
DFSD
Dimensional ETF Tr Short Durat

ETFs
12.5K
+ 3.27%
$46.74 - $47.55 $583K - $594K
394K $18.7M
DIHP
Dimensional ETF Tr Dimensional

ETFs
23K
+ 54.25%
$25.1 - $27.85 $577K - $640K
65.4K $1.76M
DFAR
Dimensional ETF Tr Dimensional

ETFs
22.7K
+ 7.82%
$22.35 - $24.52 $508K - $557K
313K $7.45M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
22.6K
+ 5.16%
$20.2 - $22.24 $457K - $503K
461K $9.91M
DFIS
Dimensional ETF Tr Dimensional

ETFs
24K
+ 53.89%
$23.92 - $26.89 $573K - $644K
68.4K $1.77M
XOM
Exxon Mobil Corp

Energy
5.27K
+ 124.82%
$105.44 - $118.93 $556K - $627K
9.49K $1.13M
VLUE
Ishares Msci Usa Value Factor

ETFs
5.74K
+ 24.54%
$104.89 - $113.56 $602K - $652K
29.2K $3.11M
KO
Coca Cola CO

Consumer Defensive
8.54K
New
$60.81 - $72.32 $519K - $618K
8.54K $611K
ADP
Automatic Data Processing Inc

Industrials
1.8K
New
$286.85 - $318.64 $515K - $572K
1.8K $548K
JNJ
Johnson & Johnson

Healthcare
2.55K
+ 181.95%
$142.06 - $167.7 $362K - $428K
3.95K $655K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
8.15K
+ 55.56%
$47.35 - $48.24 $386K - $393K
22.8K $1.09M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.25K
New
$168.16 - $186.21 $379K - $419K
2.25K $384K
PG
Procter & Gamble CO

Consumer Defensive
1.89K
+ 102.94%
$158.56 - $176.26 $300K - $333K
3.72K $634K
IBM
International Business Machines Corp

Technology
1.23K
New
$217.4 - $264.74 $268K - $326K
1.23K $306K
IVV
Ishares Core S&P 500 ETF

ETFs
485
New
$554.06 - $615.85 $269K - $299K
485 $272K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
9.74K
New
$27.01 - $28.54 $263K - $278K
9.74K $272K
CSCO
Cisco Systems, Inc.

Technology
4.14K
New
$58.74 - $64.87 $243K - $269K
4.14K $255K
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.75K
New
$56.12 - $68.15 $210K - $255K
3.75K $254K
SPY
Spdr S&P 500 ETF Trust

ETFs
455
New
$551.42 - $612.93 $251K - $279K
455 $254K
IDEV
Ishares Core Msci Intl Develop

ETFs
3.04K
+ 30.07%
$63.77 - $71.36 $194K - $217K
13.1K $905K
NFLX
Netflix Inc

Communication Services
269
New
$828.4 - $1058.6 $223K - $285K
269 $250K
COP
Conocophillips

Energy
2.3K
New
$88.6 - $105.85 $204K - $244K
2.3K $241K
DFAE
Dimensional ETF Tr

ETFs
4.43K
+ 1.88%
$24.64 - $26.86 $109K - $119K
240K $6.22M
CPB
Campbell Soup CO

Consumer Defensive
5.99K
New
$37.29 - $42.04 $223K - $252K
5.99K $239K
SCHG
Schwab Strategic Tr Us Large C

ETFs
9.49K
New
$24.91 - $29.02 $236K - $275K
9.49K $237K
IWD
Ishares Russell 1000 Val ETF

ETFs
1.25K
New
$182.82 - $196.21 $228K - $244K
1.25K $234K
KMB
Kimberly Clark Corp

Consumer Defensive
1.64K
New
$124.46 - $147.4 $205K - $242K
1.64K $233K
PEP
Pepsico Inc

Consumer Defensive
1.53K
New
$142.64 - $156.42 $219K - $240K
1.53K $229K
CRM
Salesforce, Inc.

Technology
832
New
$268.36 - $359.95 $223K - $299K
832 $223K
UNP
Union Pacific Corp

Industrials
912
New
$225.21 - $254.42 $205K - $232K
912 $215K
VTI
Vanguard Total Stock Market Et

ETFs
777
New
$271.18 - $303.12 $211K - $236K
777 $213K
ABT
Abbott Laboratories

Healthcare
1.59K
New
$111.1 - $140.22 $176K - $222K
1.59K $210K
BKNG
Booking Holdings Inc.

Consumer Cyclical
45
New
$4295.4 - $5141.88 $193K - $231K
45 $207K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
11.9K
New
$12.89 - $15.19 $153K - $180K
11.9K $176K
UNH
Unitedhealth Group Inc

Healthcare
306
+ 60.36%
$461.52 - $548.18 $141K - $168K
813 $425K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
1.41K
+ 28.07%
$110.75 - $119.78 $156K - $169K
6.43K $743K
JPM
Jpmorgan Chase & CO

Financial Services
589
+ 22.71%
$225.19 - $279.95 $133K - $165K
3.18K $780K
SO
Southern CO

Utilities
34
+ 0.24%
$80.96 - $92.96 $2.75K - $3.16K
13.9K $1.28M
COST
Costco Wholesale Corp

Consumer Defensive
134
+ 42.68%
$890.62 - $1076.86 $119K - $144K
448 $423K
HD
Home Depot, Inc.

Consumer Cyclical
400
+ 67.45%
$347.25 - $424.87 $139K - $170K
993 $363K
Activity Summary
Buys All Purchases 68 New Holdings 22 Increased Positions 46 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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