Jackson Wealth Management, LLC Incresed Positions in Q4 2024

Jackson Wealth Management, LLC

  • $639 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
37.8K
+ 40.38%
$521.84 - $558.82 $19.7M - $21.1M
131K $70.8M
AAPL
Apple Inc.

Technology
4.66K
+ 2.36%
$221.69 - $259.02 $1.03M - $1.21M
202K $50.7M
BSX
Boston Scientific Corp

Healthcare
47.8K
+ 1201.08%
$83.62 - $91.5 $4M - $4.37M
51.8K $4.62M
VUG
Vanguard Growth ETF

ETFs
6.4K
+ 29.21%
$378.79 - $428.11 $2.42M - $2.74M
28.3K $11.6M
IVV
Ishares Core S&P 500 ETF

ETFs
4.11K
+ 14.44%
$570.51 - $610.59 $2.35M - $2.51M
32.6K $19.2M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
7.19K
+ 10.9%
$198.04 - $221.51 $1.42M - $1.59M
73.2K $15.4M
IYW
Ishares Dj Us Tech ETF

ETFs
8.37K
+ 19.9%
$148.14 - $166.23 $1.24M - $1.39M
50.4K $8.04M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.52K
+ 15.77%
$481.22 - $538.17 $1.21M - $1.36M
18.5K $9.47M
USMC
Principal ETF U S Mega Cap

ETFs
20.8K
+ 26.47%
$56.37 - $61.98 $1.17M - $1.29M
99.6K $5.98M
META
Meta Platforms, Inc.

Communication Services
2.07K
+ 19.85%
$554.08 - $632.68 $1.15M - $1.31M
12.5K $7.37M
NVDA
Nvidia Corp

Technology
2.84K
+ 4.14%
$117.0 - $148.88 $333K - $423K
71.5K $9.61M
OEF
Ishares S&P 100 ETF

ETFs
4.43K
+ 8.78%
N/A
54.8K $14.6M
GOOGL
Alphabet Inc.

Communication Services
567
+ 1.3%
$161.86 - $196.66 $91.8K - $112K
44.3K $8.38M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.83K
+ 43.59%
$567.81 - $607.81 $1.04M - $1.11M
6.02K $3.53M
MA
Mastercard Inc

Financial Services
151
+ 0.49%
$491.3 - $536.15 $74.2K - $81K
31.1K $16.4M
GOOG
Alphabet Inc.

Communication Services
697
+ 1.7%
$163.08 - $198.16 $114K - $138K
41.6K $7.93M
COST
Costco Wholesale Corp

Consumer Defensive
474
+ 2.35%
$873.59 - $994.69 $414K - $471K
20.7K $19M
AMZN
Amazon Com Inc

Consumer Cyclical
556
+ 2.07%
$180.88 - $232.93 $101K - $130K
27.5K $6.03M
EVR
Evercore Inc.

Financial Services
211
+ 0.53%
$247.66 - $315.67 $52.3K - $66.6K
39.8K $11M
WMB
Williams Companies, Inc.

Energy
3.14K
+ 4.11%
$46.37 - $59.74 $145K - $187K
79.5K $4.3M
KMI
Kinder Morgan, Inc.

Energy
2.83K
+ 2.37%
$22.59 - $28.54 $63.9K - $80.7K
122K $3.35M
V
Visa Inc.

Financial Services
87
+ 0.6%
$273.87 - $320.91 $23.8K - $27.9K
14.6K $4.61M
WMT
Walmart Inc.

Consumer Defensive
5.47K
+ 61.49%
$79.1 - $95.7 $433K - $524K
14.4K $1.3M
AXP
American Express CO

Financial Services
770
+ 9.16%
$267.35 - $305.57 $206K - $235K
9.18K $2.72M
XLG
Invesco Exchange Traded Fd Tr

ETFs
376
+ 0.27%
$46.94 - $51.62 $17.6K - $19.4K
141K $7.02M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.77K
+ 7.41%
$238.25 - $261.28 $421K - $462K
25.6K $6.21M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
1.68K
+ 7.41%
$89.97 - $98.59 $151K - $166K
24.3K $2.31M
GE
General Electric CO

Industrials
1.45K
+ 91.96%
$159.95 - $194.23 $232K - $282K
3.03K $505K
PGR
Progressive Corp

Financial Services
887
+ 79.98%
$239.6 - $268.88 $213K - $238K
2K $478K
ISRG
Intuitive Surgical Inc

Healthcare
325
+ 46.3%
$471.27 - $550.62 $153K - $179K
1.03K $536K
NFLX
Netflix Inc

Communication Services
122
+ 27.92%
$687.65 - $936.56 $83.9K - $114K
559 $498K
NOW
Service Now, Inc.

Technology
128
+ 41.16%
$867.18 - $1148.42 $111K - $147K
439 $465K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.47K
+ 7.47%
$126.68 - $134.74 $187K - $199K
21.2K $2.71M
KKR
Kkr & Co. Inc.

Financial Services
886
+ 38.07%
$129.87 - $162.87 $115K - $144K
3.21K $475K
VTI
Vanguard Total Stock Market Et

ETFs
506
+ 19.77%
$280.04 - $302.45 $142K - $153K
3.07K $888K
PANW
Palo Alto Networks Inc

Technology
6.1K
+ 100.26%
$181.96 - $405.9 $1.11M - $2.48M
12.2K $2.22M
MGC
Vanguard Mega Cap ETF

ETFs
77
+ 0.41%
$204.21 - $220.18 $15.7K - $17K
18.9K $4.01M
AJG
Arthur J. Gallagher & Co.

Financial Services
30
+ 0.11%
$278.49 - $315.16 $8.35K - $9.45K
26.9K $7.62M
QUAL
Ishares Msci Usa Quality Facto

ETFs
458
+ 4.34%
$176.42 - $186.91 $80.8K - $85.6K
11K $1.96M
DGRO
Ishares Core Dividend Growth E

ETFs
5.76K
+ 2.68%
$60.73 - $64.94 $350K - $374K
220K $13.5M
BRO
Brown & Brown, Inc.

Financial Services
1.06K
+ 3.51%
$100.93 - $113.42 $107K - $120K
31.2K $3.19M
PH
Parker Hannifin Corp

Industrials
33
+ 0.71%
$621.74 - $709.46 $20.5K - $23.4K
4.71K $3M
HDV
Ishares Core High Dividend ETF

ETFs
1.52K
+ 6.18%
$110.82 - $121.28 $169K - $185K
26.2K $2.94M
ABBV
Abb Vie Inc.

Healthcare
3.34K
+ 11.73%
$164.99 - $203.87 $552K - $682K
31.9K $5.66M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
195
+ 2.05%
$442.29 - $483.08 $86.2K - $94.2K
9.73K $4.41M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
6.12K
+ 199.97%
$22.01 - $66.82 $135K - $409K
9.18K $208K
Professionally Managed Portf Cngr Lgc Instl
815
+ 5.7%
N/A
15.1K $0
Tas&P500 Index
4.48K
+ 45.39%
N/A
14.3K $0
Guaranteed Interest Acct
5.6K
+ 0.87%
N/A
646K $0
Activity Summary
Buys All Purchases 87 New Holdings 25 Increased Positions 62 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Jackson Wealth Management, LLC Portfolio

Follow Jackson Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jackson Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jackson Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email