Jackson Thornton Asset Management, LLC Incresed Positions in Q2 2025

Jackson Thornton Asset Management, LLC

  • $856 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFUS
Dimensional ETF Tr U S Equity

ETFs
6.43K
+ 1.51%
$53.65 - $67.02 $345K - $431K
432K $29M
DFAS
Dimensional ETF Tr U S Small C

ETFs
5.26K
+ 1.7%
$52.31 - $63.72 $275K - $335K
314K $20M
DFSV
Dimensional ETF Tr Dimensional

ETFs
13K
+ 1.45%
$24.21 - $29.47 $315K - $383K
908K $26.7M
NVDA
Nvidia Corp

Technology
3.04K
+ 16.12%
$94.31 - $157.99 $287K - $481K
21.9K $3.46M
DFAU
Dimensional ETF Tr

ETFs
2.6K
+ 0.86%
$34.04 - $42.36 $88.4K - $110K
305K $12.9M
AVUV
American Centy ETF Tr Avantis

ETFs
10.1K
+ 16.69%
$75.17 - $91.21 $760K - $922K
70.7K $6.44M
DFSD
Dimensional ETF Tr Short Durat

ETFs
19.7K
+ 5.0%
$47.09 - $48.01 $927K - $945K
413K $19.9M
AVDV
American Centy ETF Tr Avantis

ETFs
529
+ 0.51%
$61.76 - $79.32 $32.7K - $42K
104K $8.26M
VGIT
Vanguard Intermediate Term Tre

ETFs
13.4K
+ 2.39%
$58.63 - $59.9 $784K - $801K
573K $34.3M
DFAR
Dimensional ETF Tr Dimensional

ETFs
42.7K
+ 13.63%
$20.99 - $23.93 $897K - $1.02M
356K $8.36M
DFAI
Dimensional ETF Tr

ETFs
4.44K
+ 3.27%
$28.02 - $34.71 $124K - $154K
140K $4.84M
AVGO
Broadcom Inc.

Technology
279
+ 6.64%
$146.29 - $275.65 $40.8K - $76.9K
4.48K $1.24M
IVV
Ishares Core S&P 500 ETF

ETFs
682
+ 140.62%
$498.8 - $620.9 $340K - $423K
1.17K $724K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
5.82K
+ 2.15%
$49.57 - $50.27 $288K - $293K
276K $13.9M
DUHP
Dimensional ETF Tr Dimensional

ETFs
4.13K
+ 4.18%
$29.36 - $35.56 $121K - $147K
103K $3.66M
META
Meta Platforms, Inc.

Communication Services
96
+ 5.72%
$484.66 - $738.09 $46.5K - $70.9K
1.78K $1.31M
PEP
Pepsico Inc

Consumer Defensive
2.62K
+ 170.76%
$128.02 - $151.37 $335K - $396K
4.15K $547K
AMZN
Amazon Com Inc

Consumer Cyclical
35
+ 0.44%
$167.32 - $223.3 $5.86K - $7.82K
7.91K $1.74M
DIHP
Dimensional ETF Tr Dimensional

ETFs
2.23K
+ 3.4%
$24.32 - $29.74 $54.1K - $66.2K
67.6K $1.99M
TSLA
Tesla, Inc.

Consumer Cyclical
375
+ 22.59%
$221.86 - $362.89 $83.2K - $136K
2.04K $646K
GOOG
Alphabet Inc.

Communication Services
532
+ 14.09%
$146.58 - $180.01 $78K - $95.8K
4.31K $764K
GOOGL
Alphabet Inc.

Communication Services
265
+ 6.47%
$144.7 - $178.6 $38.3K - $47.3K
4.36K $768K
BKNG
Booking Holdings Inc.

Consumer Cyclical
13
+ 28.89%
$4164.15 - $5789.24 $54.1K - $75.3K
58 $335K
NFLX
Netflix Inc

Communication Services
14
+ 5.2%
$855.86 - $1339.13 $12K - $18.7K
283 $378K
COST
Costco Wholesale Corp

Consumer Defensive
74
+ 16.52%
$908.13 - $1056.85 $67.2K - $78.2K
522 $516K
WMT
Walmart Inc.

Consumer Defensive
595
+ 18.15%
$81.79 - $99.98 $48.7K - $59.5K
3.87K $378K
VNQ
Vanguard Specialized Funds Van

ETFs
751
+ 23.27%
$79.79 - $91.42 $59.9K - $68.7K
3.98K $354K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
1.09K
+ 4.76%
$46.77 - $47.89 $50.7K - $52K
23.9K $1.13M
LYG
Lloyds Banking Group PLC

Financial Services
9.06K
+ 59.72%
$3.32 - $4.29 $30.1K - $38.9K
24.2K $102K
MA
Mastercard Inc

Financial Services
40
+ 6.41%
$479.92 - $590.74 $19.2K - $23.6K
664 $373K
MRK
Merck & Co., Inc.

Healthcare
688
+ 23.02%
$73.47 - $87.12 $50.5K - $59.9K
3.68K $291K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
920
+ 7.76%
$13.71 - $15.46 $12.6K - $14.2K
12.8K $197K
SAN
Banco Santander, S.A.

Financial Services
12
+ 0.1%
$5.72 - $8.32 $68.6 - $99.8
12.6K $104K
HD
Home Depot, Inc.

Consumer Cyclical
41
+ 4.13%
$335.24 - $380.78 $13.7K - $15.6K
1.03K $379K
SO
Southern CO

Utilities
43
+ 0.31%
$84.91 - $92.56 $3.65K - $3.98K
14K $1.28M
Dimensional ETF Trust
698
+ 3.73%
N/A
19.4K $0
ABBV
Abb Vie Inc.

Healthcare
82
+ 5.97%
$170.16 - $206.27 $14K - $16.9K
1.46K $270K
NEWT
Newtek Business Services Corp.

Financial Services
79
+ 0.3%
$9.54 - $12.17 $754 - $961
26.2K $295K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
58
+ 4.01%
$483.48 - $539.8 $28K - $31.3K
1.51K $731K
UNH
Unitedhealth Group Inc

Healthcare
326
+ 40.1%
$274.35 - $599.47 $89.4K - $195K
1.14K $355K
Activity Summary
Buys All Purchases 102 New Holdings 61 Increased Positions 41 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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