Jackson Wealth Management, LLC Purchases in Q3 2024

Jackson Wealth Management, LLC

  • $589 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
87.9K
+ 80.08%
$207.23 - $234.82 $18.2M - $20.6M
198K $46M
MSFT
Microsoft Corp

Technology
54.2K
+ 68.56%
$395.15 - $467.56 $21.4M - $25.3M
133K $57.3M
AVGO
Broadcom Inc.

Technology
172K
+ 1623.38%
$136.27 - $1745.86 $23.4M - $300M
182K $31.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
14.9K
+ 18.93%
$475.2 - $527.7 $7.08M - $7.86M
93.6K $49.4M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
122K
+ 99.45%
$60.84 - $67.51 $7.41M - $8.22M
244K $16.5M
COST
Costco Wholesale Corp

Consumer Defensive
8.49K
+ 72.36%
$801.83 - $917.05 $6.8M - $7.78M
20.2K $17.9M
IVV
Ishares Core S&P 500 ETF

ETFs
12.2K
+ 75.53%
$520.18 - $576.82 $6.37M - $7.06M
28.5K $16.4M
MA
Mastercard Inc

Financial Services
13.3K
+ 74.76%
$429.6 - $500.99 $5.69M - $6.64M
31K $15.3M
KLAC
Kla Corp

Technology
9.54K
+ 74.85%
$696.17 - $892.35 $6.64M - $8.52M
22.3K $17.3M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
29.8K
+ 82.1%
$178.94 - $207.0 $5.32M - $6.16M
66K $13.3M
DGRO
Ishares Core Dividend Growth E

ETFs
81.6K
+ 61.34%
$57.47 - $62.76 $4.69M - $5.12M
215K $13.5M
ABBV
Abb Vie Inc.

Healthcare
28.5K
New
$163.84 - $199.33 $4.67M - $5.68M
28.5K $5.63M
OEF
Ishares S&P 100 ETF

ETFs
20.5K
+ 68.7%
$266.03 - $266.03 $5.46M - $5.46M
50.4K $13.4M
NXPI
Nxp Semiconductors N.V.

Technology
23.5K
+ 355.64%
$225.14 - $290.78 $5.29M - $6.83M
30.1K $7.23M
EVR
Evercore Inc.

Financial Services
15.7K
+ 66.02%
$211.0 - $258.67 $3.32M - $4.07M
39.6K $10M
NEE
Nextera Energy Inc

Utilities
48.8K
+ 79.01%
$69.9 - $84.97 $3.41M - $4.15M
111K $9.34M
BX
Blackstone Inc.

Financial Services
25.2K
+ 72.72%
$120.77 - $159.66 $3.04M - $4.02M
59.9K $9.17M
LMT
Lockheed Martin Corp

Industrials
6.2K
+ 64.09%
$460.3 - $584.56 $2.86M - $3.63M
15.9K $9.28M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
61.1K
+ 71.76%
$61.47 - $67.36 $3.75M - $4.11M
146K $9.83M
ETN
Eaton Corp PLC

Industrials
11.8K
+ 73.77%
$272.52 - $333.02 $3.21M - $3.93M
27.8K $9.2M
URI
United Rentals, Inc.

Industrials
3.52K
+ 69.15%
$627.41 - $814.1 $2.21M - $2.86M
8.6K $6.96M
XLG
Invesco Exchange Traded Fd Tr

ETFs
73.5K
+ 110.37%
$42.54 - $47.97 $3.13M - $3.53M
140K $6.66M
IWY
Ishares Tr Russell 200 Growth

ETFs
15.4K
+ 69.74%
$194.66 - $225.97 $3M - $3.49M
37.5K $8.26M
ARES
Ares Management Corp

Financial Services
19K
+ 77.56%
$133.73 - $158.05 $2.54M - $3.01M
43.5K $6.78M
AJG
Arthur J. Gallagher & Co.

Financial Services
11.2K
+ 71.43%
$259.22 - $299.75 $2.9M - $3.35M
26.8K $7.55M
WMB
Williams Companies, Inc.

Energy
76.4K
New
$41.24 - $46.22 $3.15M - $3.53M
76.4K $3.49M
QQQ
Invesco Qqq Trust, Series 1

ETFs
6.45K
+ 67.47%
$434.77 - $502.96 $2.8M - $3.24M
16K $7.81M
BRO
Brown & Brown, Inc.

Financial Services
30.2K
New
$89.11 - $105.82 $2.69M - $3.19M
30.2K $3.13M
META
Meta Platforms, Inc.

Communication Services
4.36K
+ 71.76%
$453.41 - $572.44 $1.97M - $2.49M
10.4K $5.97M
GOOGL
Alphabet Inc.

Communication Services
18.5K
+ 73.5%
$148.65 - $191.18 $2.75M - $3.54M
43.7K $7.25M
KMI
Kinder Morgan, Inc.

Energy
119K
New
$19.72 - $22.22 $2.35M - $2.65M
119K $2.64M
IYW
Ishares Dj Us Tech ETF

ETFs
17K
+ 67.73%
$133.16 - $158.73 $2.26M - $2.69M
42K $6.37M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
11K
+ 86.01%
$211.47 - $281.27 $2.33M - $3.1M
23.9K $5.86M
GOOG
Alphabet Inc.

Communication Services
16.8K
+ 69.53%
$149.54 - $192.66 $2.51M - $3.23M
40.9K $6.84M
MPWR
Monolithic Power Systems Inc

Technology
2.56K
New
$757.04 - $947.16 $1.94M - $2.43M
2.56K $2.37M
LLY
Eli Lilly & CO

Healthcare
2.72K
+ 69.71%
$772.14 - $960.02 $2.1M - $2.61M
6.63K $5.87M
AXP
American Express CO

Financial Services
8.41K
New
$225.92 - $271.17 $1.9M - $2.28M
8.41K $2.28M
MGK
Vanguard Mega Cap Growth ETF

ETFs
6.65K
+ 64.75%
$285.48 - $330.24 $1.9M - $2.2M
16.9K $5.45M
ABC
Amerisourcebergen Corp

Healthcare
11.8K
+ 67.52%
N/A
29.3K $5.42M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
4.11K
+ 75.71%
$405.19 - $478.57 $1.66M - $1.97M
9.53K $4.39M
UBS
Ubs Group Ag

Financial Services
64.1K
+ 73.39%
$27.97 - $31.42 $1.79M - $2.02M
152K $4.68M
KO
Coca Cola CO

Consumer Defensive
23.4K
+ 74.73%
$62.69 - $73.01 $1.46M - $1.71M
54.6K $3.93M
MGC
Vanguard Mega Cap ETF

ETFs
8.87K
+ 89.36%
$185.93 - $206.64 $1.65M - $1.83M
18.8K $3.88M
USMC
Principal ETF U S Mega Cap

ETFs
30.7K
+ 63.98%
$51.14 - $56.99 $1.57M - $1.75M
78.7K $4.49M
LRCX
Lam Research Corp

Technology
3.93K
+ 65.13%
$731.56 - $1127.3 $2.88M - $4.43M
9.97K $8.14M
PH
Parker Hannifin Corp

Industrials
2.1K
+ 81.38%
$501.01 - $635.92 $1.05M - $1.33M
4.68K $2.95M
AMZN
Amazon Com Inc

Consumer Cyclical
9.26K
+ 52.42%
$161.02 - $200.0 $1.49M - $1.85M
26.9K $5.02M
XOM
Exxon Mobil Corp

Energy
13.2K
+ 51.89%
$109.72 - $119.0 $1.45M - $1.57M
38.6K $4.53M
V
Visa Inc.

Financial Services
5.31K
+ 57.67%
$253.74 - $291.56 $1.35M - $1.55M
14.5K $3.99M
Activity Summary
Buys All Purchases 146 New Holdings 68 Increased Positions 78 Sells All Sells 3 Reductions 3 Sold out 0 Options Calls 0 Puts 0
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