Jackson Thornton Asset Management, LLC Incresed Positions 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
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
PG
Procter & Gamble CO

Consumer Defensive
1.89K
+ 102.94%
$158.56 - $176.26 $300K - $333K
3.72K $634K
IDEV
Ishares Core Msci Intl Develop

ETFs
3.04K
+ 30.07%
$63.77 - $71.36 $194K - $217K
13.1K $905K
DFAE
Dimensional ETF Tr

ETFs
4.43K
+ 1.88%
$24.64 - $26.86 $109K - $119K
240K $6.22M
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
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.85K
+ 12.61%
$120.29 - $134.6 $222K - $248K
16.5K $2.01M
V
Visa Inc.

Financial Services
220
+ 21.38%
$306.92 - $362.71 $67.5K - $79.8K
1.25K $437K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
793
+ 4.0%
$26.71 - $31.58 $21.2K - $25K
20.6K $625K
ABBV
Abb Vie Inc.

Healthcare
173
+ 14.42%
$169.2 - $216.66 $29.3K - $37.5K
1.37K $287K
MA
Mastercard Inc

Financial Services
60
+ 10.64%
$504.67 - $576.31 $30.3K - $34.6K
624 $342K
VUG
Vanguard Growth ETF

ETFs
174
+ 25.89%
$369.1 - $427.61 $64.2K - $74.4K
846 $313K
SAN
Banco Santander, S.A.

Financial Services
873
+ 7.44%
$4.46 - $7.14 $3.89K - $6.23K
12.6K $84K
MRK
Merck & Co., Inc.

Healthcare
596
+ 24.91%
$83.01 - $101.02 $49.5K - $60.2K
2.99K $268K
LYG
Lloyds Banking Group PLC

Financial Services
2.57K
+ 20.43%
$2.58 - $3.9 $6.64K - $10K
15.2K $57K
IEMG
Ishares Inc

ETFs
142
+ 2.09%
N/A
6.93K $371K
Ea Series Trust
186
+ 0.12%
N/A
157K $0
COTY
Coty Inc.

Consumer Defensive
468
+ 3.57%
$5.43 - $7.61 $2.54K - $3.56K
13.6K $74K
AVSC
American Centy ETF Tr Avantis
950
+ 4.2%
$48.08 - $56.12 $45.7K - $53.3K
23.6K $1.14M
AMZN
Amazon Com Inc

Consumer Cyclical
354
+ 4.71%
$190.26 - $242.06 $67.4K - $85.7K
7.88K $1.5M
AVGO
Broadcom Inc.

Technology
63
+ 1.52%
$167.43 - $244.7 $10.5K - $15.4K
4.2K $703K
DFAS
Dimensional ETF Tr U S Small C

ETFs
15.8K
+ 5.4%
$58.81 - $68.2 $929K - $1.08M
308K $18.4M
DFUS
Dimensional ETF Tr U S Equity

ETFs
253
+ 0.06%
$59.61 - $66.71 $15.1K - $16.9K
426K $25.7M
DFSV
Dimensional ETF Tr Dimensional

ETFs
5.85K
+ 0.66%
$27.56 - $32.1 $161K - $188K
895K $25.2M
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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