Jackson Wealth Management, LLC Reduced Holdings in Q2 2025

Jackson Wealth Management, LLC

  • $647 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-31.4K
- 80.12%
$496.48 - $617.85 $15.6M - $19.4M
7.79K $4.81M
NEE
Nextera Energy Inc

Utilities
-90.2K
- 77.55%
$64.11 - $75.0 $5.78M - $6.77M
26.1K $1.81M
VUG
Vanguard Growth ETF

ETFs
-15.6K
- 82.13%
$329.49 - $438.4 $5.13M - $6.83M
3.39K $1.49M
AAPL
Apple Inc.

Technology
-1.56K
- 0.78%
$172.42 - $223.89 $270K - $350K
200K $41M
USMC
Principal ETF U S Mega Cap

ETFs
-57.3K
- 57.55%
$50.94 - $62.56 $2.92M - $3.58M
42.3K $2.64M
ABBV
Abb Vie Inc.

Healthcare
-227
- 0.52%
$170.16 - $206.27 $38.6K - $46.8K
43.5K $8.07M
AJG
Arthur J. Gallagher & Co.

Financial Services
-254
- 0.97%
$310.86 - $348.77 $79K - $88.6K
25.9K $8.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-96
- 1.0%
$483.48 - $539.8 $46.4K - $51.8K
9.5K $4.62M
BRO
Brown & Brown, Inc.

Financial Services
-602
- 1.96%
$104.48 - $124.43 $62.9K - $74.9K
30.1K $3.34M
BSX
Boston Scientific Corp

Healthcare
-5.25K
- 10.3%
$89.7 - $107.41 $471K - $564K
45.7K $4.91M
V
Visa Inc.

Financial Services
-343
- 2.4%
$308.27 - $373.31 $106K - $128K
13.9K $4.95M
LVHI
Franklin International Low Vol

ETFs
-1.63K
- 2.1%
$28.91 - $33.28 $47.2K - $54.3K
76K $2.47M
TSLA
Tesla, Inc.

Consumer Cyclical
-435
- 20.06%
$221.86 - $362.89 $96.5K - $158K
1.73K $550K
KMI
Kinder Morgan, Inc.

Energy
-3.69K
- 3.11%
$25.21 - $29.4 $93.1K - $109K
115K $3.39M
Lam Research Corp Com New
-794
- 0.77%
N/A
102K $0
Western Asset Management U.S. Governme
-7.95K
- 12.38%
N/A
56.3K $0
Vanguard Index Tr Valu Index Adm
-1.12K
- 19.16%
N/A
4.71K $0
Schwab Charles Famil Trsy Obl V
-22.2K
- 1.69%
N/A
1.29M $0
Schwab Value Advantage Money Ultra
-341K
- 13.98%
N/A
2.1M $0
Vanguard 500 Index Fund Admiral Shares
-474
- 54.99%
N/A
388 $0
Taaegonusgovsec
-4.99K
- 2.14%
N/A
228K $0
Taaegonusgovsec
-6.2K
- 1.78%
N/A
343K $0
Tajpmgnenindx
-5.67K
- 1.69%
N/A
329K $0
Tajpmgnenindx
-14.4K
- 1.23%
N/A
1.15M $0
Amerfundaafund
-2.24K
- 3.07%
N/A
70.7K $0
Fidelitycontrafund
-1.2K
- 2.84%
N/A
41.1K $0
Dws Govt Money Market Vip
-17
- 0.06%
N/A
28.1K $0
RYU
Invesco S&P 500 Equal Weight U

ETFs
-1.05K
- 3.25%
N/A
31.3K $0
Dws Equity 500 Index Vip
-234
- 0.17%
N/A
140K $0
IWL
Ishares Tr Russell 200 ETF

ETFs
-167
- 6.16%
$122.36 - $153.12 $20.4K - $25.6K
2.55K $389K
APP
App Lovin Corp

Technology
-256
- 16.38%
$219.37 - $417.89 $56.2K - $107K
1.31K $457K
PM
Philip Morris International Inc.

Consumer Defensive
-88
- 2.72%
$149.23 - $184.95 $13.1K - $16.3K
3.15K $573K
PLTR
Palantir Technologies Inc.

Technology
-1.79K
- 30.39%
$74.01 - $144.25 $132K - $258K
4.1K $558K
GE
General Electric CO

Industrials
-247
- 10.46%
$166.81 - $257.39 $41.2K - $63.6K
2.12K $544K
VTI
Vanguard Total Stock Market Et

ETFs
-1
- 0.03%
$243.75 - $303.93 $244 - $304
3.06K $931K
MA
Mastercard Inc

Financial Services
-589
- 1.92%
$479.92 - $590.74 $283K - $348K
30.1K $16.9M
COST
Costco Wholesale Corp

Consumer Defensive
-803
- 3.94%
$908.13 - $1056.85 $729K - $849K
19.6K $19.4M
WMT
Walmart Inc.

Consumer Defensive
-212
- 1.39%
$81.79 - $99.98 $17.3K - $21.2K
15.1K $1.48M
NFLX
Netflix Inc

Communication Services
-48
- 8.78%
$855.86 - $1339.13 $41.1K - $64.3K
499 $668K
DGRO
Ishares Core Dividend Growth E

ETFs
-3.6K
- 1.6%
$55.22 - $63.94 $199K - $230K
221K $14.2M
AXP
American Express CO

Financial Services
-269
- 3.61%
$231.39 - $318.98 $62.2K - $85.8K
7.19K $2.29M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
-3.35K
- 3.65%
$48.22 - $60.41 $161K - $202K
88.2K $5.27M
PH
Parker Hannifin Corp

Industrials
-140
- 3.03%
$517.23 - $700.54 $72.4K - $98.1K
4.48K $3.13M
MGC
Vanguard Mega Cap ETF

ETFs
-236
- 1.26%
$179.23 - $224.92 $42.3K - $53.1K
18.5K $4.16M
PANW
Palo Alto Networks Inc

Technology
-78
- 0.65%
$152.44 - $204.64 $11.9K - $16K
11.9K $2.43M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-4.25K
- 2.88%
$59.24 - $71.39 $252K - $303K
144K $10.2M
BX
Blackstone Inc.

Financial Services
-280
- 0.48%
$120.07 - $151.11 $33.6K - $42.3K
58.5K $8.75M
FTNT
Fortinet, Inc.

Technology
-390
- 0.6%
$84.71 - $108.69 $33K - $42.4K
64.5K $6.82M
XLG
Invesco Exchange Traded Fd Tr

ETFs
-634
- 0.45%
$40.94 - $52.1 $26K - $33K
139K $7.27M
Activity Summary
Buys All Purchases 69 New Holdings 33 Increased Positions 36 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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