Jackson Wealth Management, LLC New Holdings in Q3 2025

Jackson Wealth Management, LLC

  • $725 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
WMB
Williams Companies, Inc.

Energy
81.2K
New
$56.52 - $64.01 $4.59M - $5.2M
81.2K $5.14M
HSBC
Hsbc Holdings PLC

Financial Services
50.2K
New
$60.27 - $70.98 $3.02M - $3.56M
50.2K $3.56M
TDIV
First Trust Nasdaq Technology

ETFs
26.1K
New
$89.27 - $100.33 $2.33M - $2.62M
26.1K $2.57M
WDC
Western Digital Corp

Technology
5.6K
New
$63.84 - $120.06 $357K - $672K
5.6K $672K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
2.02K
New
$301.44 - $365.84 $610K - $740K
2.02K $654K
STX
Seagate Technology Holdings PLC

Technology
2.74K
New
$142.01 - $236.06 $389K - $647K
2.74K $647K
DASH
Door Dash, Inc.

Communication Services
2.03K
New
$234.5 - $272.5 $477K - $554K
2.03K $553K
HWM
Howmet Aerospace Inc.

Industrials
2.81K
New
$171.0 - $196.23 $480K - $550K
2.81K $550K
TPR
Tapestry, Inc.

Consumer Cyclical
4.62K
New
$86.48 - $116.14 $400K - $537K
4.62K $523K
JBL
Jabil Inc

Technology
2.4K
New
$202.08 - $234.45 $485K - $563K
2.4K $521K
NRG
Nrg Energy, Inc.

Utilities
3.21K
New
$144.77 - $173.91 $464K - $558K
3.21K $519K
VST
Vistra Corp.

Utilities
2.59K
New
$182.0 - $217.92 $472K - $565K
2.59K $508K
CEG
Constellation Energy Corp

Utilities
1.54K
New
$298.82 - $354.89 $460K - $547K
1.54K $507K
RL
Ralph Lauren Corp

Consumer Cyclical
1.56K
New
$272.1 - $320.75 $424K - $500K
1.56K $488K
AXON
Axon Enterprise, Inc.

Industrials
676
New
$698.02 - $870.97 $472K - $589K
676 $485K
CCL
Carnival Corp

Consumer Cyclical
16K
New
$28.37 - $32.49 $453K - $519K
16K $461K
UAL
United Airlines Holdings, Inc.

Industrials
4.61K
New
$80.05 - $109.36 $369K - $505K
4.61K $445K
WPC
W. P. Carey Inc.

Real Estate
5.23K
New
$61.29 - $68.7 $321K - $360K
5.23K $353K
ZOM
Zomedica Corp.

Healthcare
640K
New
N/A
640K $38K
United States Treas Bills
94.2M
New
N/A
94.2M $0
Tidal Trust Ii Roundhill Gener
3.48K
New
N/A
3.48K $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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