Jackson Wealth Management, LLC Reduced Holdings in Q3 2025

Jackson Wealth Management, LLC

  • $725 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PG
Procter & Gamble CO

Consumer Defensive
-3.06K
- 20.95%
$150.47 - $161.22 $461K - $494K
11.6K $1.78M
JPM
Jpmorgan Chase & CO

Financial Services
-1.79K
- 61.79%
$282.78 - $316.06 $506K - $566K
1.11K $349K
WMT
Walmart Inc.

Consumer Defensive
-5.32K
- 35.23%
$94.4 - $104.27 $502K - $554K
9.77K $1.01M
NFLX
Netflix Inc

Communication Services
-11
- 2.2%
$1147.87 - $1297.18 $12.6K - $14.3K
488 $585K
SGOL
Abrdn Gold ETF Trust

ETFs
-1.26K
- 16.84%
$31.18 - $36.81 $39.4K - $46.5K
6.24K $229K
IAU
Ishares Gold Trust

ETFs
-640
- 16.71%
$61.62 - $72.77 $39.4K - $46.6K
3.19K $232K
GLD
Spdr Gold Trust

ETFs
-123
- 15.02%
$300.96 - $355.47 $37K - $43.7K
696 $247K
Tajpmgnenindx
-2.22K
- 0.19%
N/A
1.15M $0
Eq/Quality Bond Plus
-1K
- 1.17%
N/A
84.9K $0
American Balanced Fund 529 A
-371
- 4.33%
N/A
8.2K $0
Schwab Value Advantage Money Ultra
-269K
- 12.81%
N/A
1.83M $0
Schwab Value Advantage Money Inv
-8.5M
- 14.08%
N/A
51.9M $0
Schwab Charles Famil Trsy Obl V
-124K
- 9.55%
N/A
1.17M $0
Dws Equity 500 Index Vip
-3.48K
- 2.49%
N/A
136K $0
Avip S&P 500(R) Index (Geode)
-47
- 0.11%
N/A
41.8K $0
Eq/Equity 500 Index
-86
- 0.51%
N/A
16.8K $0
Amerfundaafund
-1.22K
- 1.73%
N/A
69.5K $0
Fidelitycontrafund
-108
- 0.26%
N/A
41K $0
500 Index
-223
- 4.02%
N/A
5.32K $0
Dws Govt Money Market Vip
-1.65K
- 5.86%
N/A
26.4K $0
Eq/Equity 500 Index
-89
- 1.72%
N/A
5.08K $0
Avip Federated Core Plus Bond
-679
- 0.29%
N/A
230K $0
Taaegonusgovsec
-1.32K
- 0.58%
N/A
226K $0
Eq/Growth Strategy
-356
- 1.65%
N/A
21.3K $0
Tajpmgnenindx
-198
- 0.31%
N/A
64.3K $0
Met Life Stock Index Portfolio
-2.78K
- 6.09%
N/A
42.9K $0
Taaegonusgovsec
-3.29K
- 0.96%
N/A
339K $0
Tajpmgnenindx
-3.01K
- 0.91%
N/A
326K $0
Eq/Ab Short Dur Gov Bond
-1.12K
- 0.88%
N/A
126K $0
IWL
Ishares Tr Russell 200 ETF

ETFs
-130
- 5.11%
$152.78 - $166.59 $19.9K - $21.7K
2.42K $395K
QRVO
Qorvo, Inc.

Technology
-227
- 1.3%
$83.6 - $96.31 $19K - $21.9K
17.2K $1.57M
HD
Home Depot, Inc.

Consumer Cyclical
-68
- 1.85%
$357.4 - $423.42 $24.3K - $28.8K
3.61K $1.46M
PLTR
Palantir Technologies Inc.

Technology
-303
- 7.4%
$130.68 - $186.97 $39.6K - $56.7K
3.79K $692K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-22
- 0.04%
$567.77 - $614.76 $12.5K - $13.5K
61K $37.3M
AVGO
Broadcom Inc.

Technology
-626
- 0.37%
$264.74 - $369.57 $166K - $231K
169K $55.9M
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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