Jackson Wealth Management, LLC Incresed Positions in Q3 2025

Jackson Wealth Management, LLC

  • $725 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
2.12K
+ 1.06%
$202.38 - $256.87 $429K - $545K
202K $51.4M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
60.7K
+ 12.05%
$72.65 - $78.68 $4.41M - $4.77M
564K $43.6M
GOOGL
Alphabet Inc.

Communication Services
15.2K
+ 34.66%
$174.36 - $254.72 $2.64M - $3.86M
58.9K $14.3M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
11.5K
+ 47.57%
$224.68 - $282.71 $2.57M - $3.24M
35.5K $9.93M
KLAC
Kla Corp

Technology
175
+ 0.8%
$843.9 - $1078.6 $148K - $189K
22K $23.7M
ORCL
Oracle Corp

Technology
3.06K
+ 6.41%
$218.96 - $328.33 $670K - $1M
50.8K $14.3M
MSFT
Microsoft Corp

Technology
1.35K
+ 1.02%
$491.09 - $535.64 $661K - $720K
134K $69.3M
BX
Blackstone Inc.

Financial Services
11.3K
+ 19.34%
$152.77 - $188.68 $1.73M - $2.13M
69.8K $11.9M
GOOG
Alphabet Inc.

Communication Services
527
+ 1.27%
$175.16 - $255.24 $92.3K - $135K
42.1K $10.3M
EVR
Evercore Inc.

Financial Services
503
+ 1.29%
$276.5 - $362.79 $139K - $182K
39.5K $13.3M
NVDA
Nvidia Corp

Technology
727
+ 1.01%
$153.3 - $186.58 $111K - $136K
72.8K $13.6M
URI
United Rentals, Inc.

Industrials
99
+ 1.19%
$774.14 - $975.23 $76.6K - $96.5K
8.43K $8.04M
IVV
Ishares Core S&P 500 ETF

ETFs
18
+ 0.06%
$620.67 - $670.08 $11.2K - $12.1K
32.7K $21.9M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.75K
+ 8.77%
$420.11 - $472.68 $734K - $826K
21.7K $9.98M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
274
+ 0.37%
$225.11 - $247.9 $61.7K - $67.9K
73.7K $18.2M
IYW
Ishares Dj Us Tech ETF

ETFs
308
+ 0.6%
$171.38 - $197.01 $52.8K - $60.7K
51.6K $10.1M
QQQ
Invesco Qqq Trust, Series 1

ETFs
317
+ 1.56%
$546.99 - $602.2 $173K - $191K
20.6K $12.4M
DGRO
Ishares Core Dividend Growth E

ETFs
4.98K
+ 2.25%
$64.12 - $68.08 $319K - $339K
226K $15.3M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
174
+ 0.46%
$275.84 - $326.36 $48K - $56.8K
37.9K $11.5M
XLG
Invesco Exchange Traded Fd Tr

ETFs
2.56K
+ 1.84%
$51.78 - $57.89 $133K - $148K
142K $8.17M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
1.05K
+ 1.78%
$110.74 - $122.12 $116K - $128K
59.8K $7.24M
ETN
Eaton Corp PLC

Industrials
251
+ 0.93%
$342.99 - $392.76 $86.1K - $98.6K
27.2K $10.2M
LMT
Lockheed Martin Corp

Industrials
316
+ 3.25%
$410.74 - $499.21 $130K - $158K
10K $5.01M
SPY
Spdr S&P 500 ETF Trust

ETFs
159
+ 2.04%
$617.65 - $666.84 $98.2K - $106K
7.95K $5.3M
MA
Mastercard Inc

Financial Services
413
+ 1.37%
$550.18 - $598.96 $227K - $247K
30.5K $17.3M
MGK
Vanguard Mega Cap Growth ETF

ETFs
86
+ 0.67%
$362.31 - $405.74 $31.2K - $34.9K
13K $5.12M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
941
+ 0.66%
$70.77 - $73.59 $66.6K - $69.2K
144K $10.6M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.23K
+ 5.64%
$132.9 - $142.03 $163K - $174K
23K $3.25M
PH
Parker Hannifin Corp

Industrials
68
+ 1.52%
$697.13 - $769.67 $47.4K - $52.3K
4.55K $3.45M
HDV
Ishares Core High Dividend ETF

ETFs
1.29K
+ 4.82%
$118.16 - $123.66 $152K - $159K
27.9K $3.43M
MGC
Vanguard Mega Cap ETF

ETFs
36
+ 0.19%
$224.2 - $245.55 $8.07K - $8.84K
18.5K $4.45M
USMC
Principal ETF U S Mega Cap

ETFs
1.19K
+ 2.81%
$62.08 - $68.69 $73.8K - $81.6K
43.4K $2.93M
OEF
Ishares S&P 100 ETF

ETFs
1.06K
+ 1.92%
N/A
56K $14.9M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
188
+ 1.98%
$459.11 - $506.91 $86.3K - $95.3K
9.69K $4.87M
BTI
British American Tobacco P.L.C.

Consumer Defensive
1.48K
+ 5.43%
$46.69 - $59.27 $69.1K - $87.7K
28.7K $1.52M
VTI
Vanguard Total Stock Market Et

ETFs
361
+ 11.78%
$303.93 - $329.86 $110K - $119K
3.43K $1.11M
META
Meta Platforms, Inc.

Communication Services
322
+ 1.75%
$695.21 - $791.73 $224K - $255K
18.8K $13.8M
AXP
American Express CO

Financial Services
173
+ 2.41%
$294.27 - $342.31 $50.9K - $59.2K
7.36K $2.45M
AMZN
Amazon Com Inc

Consumer Cyclical
657
+ 2.32%
$211.65 - $238.24 $139K - $157K
28.9K $6.35M
VUG
Vanguard Growth ETF

ETFs
27
+ 0.8%
$433.97 - $484.08 $11.7K - $13.1K
3.42K $1.61M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
648
+ 0.73%
$57.15 - $62.12 $37K - $40.3K
88.8K $5.37M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
263
+ 4.31%
$128.6 - $136.01 $33.8K - $35.8K
6.37K $861K
IAI
Ishares Tr Us Broker Dealers &

ETFs
140
+ 2.75%
$168.93 - $178.7 $23.7K - $25K
5.23K $924K
ABC
Amerisourcebergen Corp

Healthcare
295
+ 1.05%
N/A
28.4K $5.27M
DUK
Duke Energy Corp

Utilities
171
+ 5.62%
$116.31 - $125.93 $19.9K - $21.5K
3.21K $397K
PANW
Palo Alto Networks Inc

Technology
249
+ 2.1%
$167.06 - $208.19 $41.6K - $51.8K
12.1K $2.47M
Listed Fds Tr Roundhill Magnif
439
+ 0.88%
N/A
50.4K $0
Schwab Government Money
663
+ 5.94%
N/A
11.8K $0
Af U.S. Government Money Market A
345
+ 1.35%
N/A
25.9K $0
Activity Summary
Buys All Purchases 94 New Holdings 22 Increased Positions 72 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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