Jackson Wealth Management, LLC Reduced Holdings in Q1 2025

Jackson Wealth Management, LLC

  • $572 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-72.5K
- 55.18%
$507.05 - $563.67 $36.8M - $40.9M
58.9K $30.3M
AVGO
Broadcom Inc.

Technology
-5.4K
- 2.98%
$167.43 - $244.7 $904K - $1.32M
176K $29.4M
MSFT
Microsoft Corp

Technology
-641
- 0.48%
$375.39 - $447.2 $241K - $287K
134K $50.4M
AAPL
Apple Inc.

Technology
-1K
- 0.49%
$209.68 - $247.1 $210K - $247K
201K $44.7M
VUG
Vanguard Growth ETF

ETFs
-9.32K
- 32.95%
$369.1 - $427.61 $3.44M - $3.99M
19K $7.03M
LLY
Eli Lilly & CO

Healthcare
-5.85K
- 93.13%
$725.72 - $929.72 $4.25M - $5.44M
432 $356K
EVR
Evercore Inc.

Financial Services
-508
- 1.28%
$190.28 - $291.27 $96.7K - $148K
39.3K $7.85M
BX
Blackstone Inc.

Financial Services
-912
- 1.53%
$136.53 - $186.74 $125K - $170K
58.8K $8.22M
ETN
Eaton Corp PLC

Industrials
-319
- 1.16%
$271.83 - $371.23 $86.7K - $118K
27.2K $7.38M
GOOGL
Alphabet Inc.

Communication Services
-750
- 1.69%
$154.33 - $206.19 $116K - $155K
43.5K $6.73M
ARES
Ares Management Corp

Financial Services
-560
- 1.29%
$140.19 - $198.28 $78.5K - $111K
42.7K $6.27M
IVV
Ishares Core S&P 500 ETF

ETFs
-79
- 0.24%
$554.06 - $615.85 $43.8K - $48.7K
32.5K $18.3M
URI
United Rentals, Inc.

Industrials
-90
- 1.04%
$594.17 - $789.56 $53.5K - $71.1K
8.54K $5.35M
AXP
American Express CO

Financial Services
-1.72K
- 18.72%
$255.39 - $325.87 $439K - $560K
7.46K $2.01M
XLG
Invesco Exchange Traded Fd Tr

ETFs
-442
- 0.31%
$45.72 - $51.73 $20.2K - $22.9K
140K $6.45M
META
Meta Platforms, Inc.

Communication Services
-614
- 4.91%
$576.36 - $736.67 $354K - $452K
11.9K $6.85M
OEF
Ishares S&P 100 ETF

ETFs
-1.29K
- 2.35%
N/A
53.6K $14.2M
USMC
Principal ETF U S Mega Cap

ETFs
-23
- 0.02%
$55.72 - $63.13 $1.28K - $1.45K
99.5K $5.65M
MGC
Vanguard Mega Cap ETF

ETFs
-153
- 0.81%
$199.2 - $222.69 $30.5K - $34.1K
18.7K $3.77M
PH
Parker Hannifin Corp

Industrials
-87
- 1.85%
$591.65 - $707.05 $51.5K - $61.5K
4.62K $2.81M
PANW
Palo Alto Networks Inc

Technology
-226
- 1.86%
$167.82 - $208.28 $37.9K - $47.1K
12K $2.04M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-580
- 2.38%
$91.76 - $103.26 $53.2K - $59.9K
23.7K $2.2M
UNH
Unitedhealth Group Inc

Healthcare
-128
- 18.91%
$461.52 - $548.18 $59.1K - $70.2K
549 $287K
FISV
Fiserv Inc

Technology
-276
- 10.79%
N/A
2.28K $285K
GE
General Electric CO

Industrials
-671
- 22.12%
$168.59 - $212.13 $113K - $142K
2.36K $472K
IWL
Ishares Tr Russell 200 ETF

ETFs
-76
- 2.72%
$135.83 - $151.73 $10.3K - $11.5K
2.71K $372K
PLTR
Palantir Technologies Inc.

Technology
-1.07K
- 15.42%
$64.98 - $124.62 $69.7K - $134K
5.89K $496K
ABC
Amerisourcebergen Corp

Healthcare
-13
- 0.04%
N/A
29.1K $5.38M
Vanguard Dividend Growth Fd
-1.28K
- 5.48%
N/A
22.1K $0
Taaegonusgovsec
-3.51K
- 1.0%
N/A
349K $0
RYU
Invesco S&P 500 Equal Weight U

ETFs
-91
- 0.28%
N/A
32.4K $0
Schwab Value Advantage Money Ultra
-1.57M
- 39.14%
N/A
2.44M $0
Schwab Government Money
-4.56K
- 30.52%
N/A
10.4K $0
Frk Inc Fd Cl A1
-11.9K
- 49.72%
N/A
12K $0
Met Life Stock Index Portfolio
-1.04K
- 2.31%
N/A
43.9K $0
Met Life Stock Index Portfolio
-142
- 0.45%
N/A
31.3K $0
Tajpmgnenindx
-3.21K
- 0.95%
N/A
335K $0
Tawmcusgrowth
-290
- 0.1%
N/A
283K $0
Taaegonusgovsec
-3.06K
- 1.3%
N/A
233K $0
Dws Govt Money Market Vip
-906
- 3.12%
N/A
28.1K $0
Jennison Growth Port
-13
- 0.33%
N/A
3.93K $0
Tawmcusgrowth
-229
- 3.94%
N/A
5.58K $0
Met Life Stock Index Portfolio
-22
- 0.45%
N/A
4.92K $0
Amerfundaafund
-1.32K
- 1.77%
N/A
72.9K $0
Dws Equity 500 Index Vip
-2.63K
- 1.84%
N/A
140K $0
Tajpmgnenindx
-6.79K
- 0.58%
N/A
1.17M $0
Schwab Charles Famil Muni Money
-3.77M
- 16.55%
N/A
19M $0
Professionally Managed Portf Cngr Lgc Instl
-663
- 4.39%
N/A
14.4K $0
NFLX
Netflix Inc

Communication Services
-12
- 2.15%
$828.4 - $1058.6 $9.94K - $12.7K
547 $510K
Activity Summary
Buys All Purchases 83 New Holdings 39 Increased Positions 44 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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