Jackson Thornton Asset Management, LLC has filed its 13F form on April 29, 2025 for Q1 2025 where it was disclosed a total value porftolio of $789 Million distributed in 187 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $164M, Dimensional ETF Tr U S Target with a value of $148M, Dimensional ETF Tr Us Marketwi with a value of $70.9M, Dimensional ETF Tr with a value of $66.8M, and Dimensional ETF Tr with a value of $40.2M.
Examining the 13F form we can see an increase of $2.35M in the current position value, from $787M to 789M.
Below you can find more details about Jackson Thornton Asset Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$789 Million
ETFs: $717 Million
Technology: $10.6 Million
Financial Services: $3.37 Million
Consumer Defensive: $2.98 Million
Communication Services: $2.67 Million
Healthcare: $2.62 Million
Consumer Cyclical: $2.5 Million
Energy: $1.99 Million
Other: $3.47 Million
Stock Holdings Table Market Cap. of $200 Billions or more
