Jackson Thornton Asset Management, LLC New Holdings in Q1 2025

Jackson Thornton Asset Management, LLC

  • $789 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.25K
New
$168.16 - $186.21 $379K - $419K
2.25K $384K
IBM
International Business Machines Corp

Technology
1.23K
New
$217.4 - $264.74 $268K - $326K
1.23K $306K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
9.74K
New
$27.01 - $28.54 $263K - $278K
9.74K $272K
IVV
Ishares Core S&P 500 ETF

ETFs
485
New
$554.06 - $615.85 $269K - $299K
485 $272K
CSCO
Cisco Systems, Inc.

Technology
4.14K
New
$58.74 - $64.87 $243K - $269K
4.14K $255K
SPY
Spdr S&P 500 ETF Trust

ETFs
455
New
$551.42 - $612.93 $251K - $279K
455 $254K
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.75K
New
$56.12 - $68.15 $210K - $255K
3.75K $254K
NFLX
Netflix Inc

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