Jackson Wealth Management, LLC Incresed Positions in Q3 2024

Jackson Wealth Management, LLC

  • $589 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
11.4K
+ 101.07%
$79.58 - $91.64 $906K - $1.04M
22.7K $2.05M
PANW
Palo Alto Networks Inc

Technology
2.96K
+ 94.69%
$294.18 - $368.01 $870K - $1.09M
6.08K $2.08M
AMGN
Amgen Inc

Healthcare
3K
+ 91.35%
$309.38 - $337.38 $928K - $1.01M
6.28K $2.02M
QRVO
Qorvo, Inc.

Technology
10.5K
+ 151.92%
$99.78 - $129.21 $1.05M - $1.36M
17.4K $1.8M
QUAL
Ishares Msci Usa Quality Facto

ETFs
5.2K
+ 96.81%
$162.64 - $179.3 $845K - $931K
10.6K $1.89M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1.68K
+ 90.14%
$460.0 - $505.78 $774K - $851K
3.55K $1.65M
HD
Home Depot, Inc.

Consumer Cyclical
896
+ 32.24%
$333.64 - $405.2 $299K - $363K
3.68K $1.49M
WMT
Walmart Inc.

Consumer Defensive
300
+ 3.49%
$66.91 - $81.4 $20.1K - $24.4K
8.9K $718K
UNH
Unitedhealth Group Inc

Healthcare
139
+ 21.42%
$488.01 - $604.18 $67.8K - $84K
788 $460K
WPC
W. P. Carey Inc.

Real Estate
801
+ 17.48%
$54.63 - $63.96 $43.8K - $51.2K
5.38K $335K
Schwab Value Advantage Money Ultra
6.94M
+ 501.77%
N/A
8.32M $0
Ta Aegon Us Gov Sec
12K
+ 3.49%
N/A
356K $0
Ta Aegon Us Gov Sec
84.2K
+ 55.2%
N/A
237K $0
Western Asset Management U.S. Governme
13.7K
+ 110.79%
N/A
26.1K $0
Dws Govt Money Market Vip
2.39K
+ 8.95%
N/A
29.1K $0
Af U.S. Government Money Market A
8.69K
+ 56.13%
N/A
24.2K $0
Western Asset Management U.S. Governme
2.29K
+ 3.83%
N/A
62K $0
Schwab Charles Famil Treas Obl
188K
+ 17.43%
N/A
1.27M $0
Tajpmgnenindx
317K
+ 36.86%
N/A
1.18M $0
Schwab Charles Famil Trsy Obl V
1.11M
+ 245.07%
N/A
1.57M $0
Ta Jpmgn En Indx
17.8K
+ 5.5%
N/A
342K $0
Schwab Value Advantage Money Inv
34.2M
+ 165.53%
N/A
54.8M $0
Metlife Stock Index Portfolio
13.1K
+ 71.1%
N/A
31.4K $0
Dws Equity 500 Index Vip
48.7K
+ 51.69%
N/A
143K $0
Linde PLC Shs
4K
+ 76.54%
N/A
9.22K $0
Metlife Stock Index Portfolio
36.5K
+ 87.82%
N/A
78.1K $0
Schwab Government Money
5.7K
+ 55.15%
N/A
16K $0
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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