Jackson Wealth Management, LLC Sells in Q4 2025

Jackson Wealth Management, LLC

  • $729 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
BX
Blackstone Inc.

Financial Services
-1.98K
- 2.83%
$138.42 - $168.45 $274K - $333K
67.8K $9.39M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-33.3K
- 5.9%
$76.84 - $80.86 $2.56M - $2.69M
531K $42M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-3.43K
- 15.81%
$459.47 - $491.71 $1.58M - $1.69M
18.3K $8.6M
AMP
Ameriprise Financial Inc

Financial Services
-1.99K
- 22.28%
$440.8 - $497.79 $876K - $990K
6.93K $3.06M
ETN
Eaton Corp PLC

Industrials
-141
- 0.52%
$352.39 - $387.75 $49.7K - $54.7K
27K $9.53M
QRVO
Qorvo, Inc.

Technology
-80
- 0.47%
$83.24 - $97.42 $6.66K - $7.79K
17.1K $1.46M
VTI
Vanguard Total Stock Market Et

ETFs
-361
- 10.54%
$321.8 - $337.95 $116K - $122K
3.06K $1.01M
JPM
Jpmorgan Chase & CO

Financial Services
-54
- 4.88%
$294.11 - $320.41 $15.9K - $17.3K
1.05K $316K
WMT
Walmart Inc.

Consumer Defensive
-292
- 2.99%
$101.18 - $109.03 $29.5K - $31.8K
9.48K $976K
VUG
Vanguard Growth ETF

ETFs
-137
- 4.01%
$470.44 - $504.26 $64.5K - $69.1K
3.28K $1.59M
GLD
Spdr Gold Trust

ETFs
-97
- 13.94%
$354.79 - $403.15 $34.4K - $39.1K
599 $225K
SGOL
Abrdn Gold ETF Trust

ETFs
-926
- 14.83%
$36.75 - $41.74 $34K - $38.7K
5.32K $207K
DUK
Duke Energy Corp

Utilities
-171
- 5.32%
$121.57 - $129.03 $20.8K - $22.1K
3.04K $380K
Eq/Equity 500 Index
-49
- 1.58%
N/A
3.05K $0
Dws Govt Money Market Vip
-120
- 0.45%
N/A
26.3K $0
Schwab Charles Famil Trsy Obl V
-19.6K
- 1.68%
N/A
1.15M $0
Tajpmgnenindx
-3.1K
- 0.95%
N/A
323K $0
Schwab Value Advantage Money Inv
-1.97M
- 3.79%
N/A
49.9M $0
500 Index
-26
- 0.49%
N/A
5.29K $0
Tawmcusgrowth
-1
- 0.02%
N/A
5.43K $0
Dws Equity 500 Index Vip
-333
- 0.24%
N/A
136K $0
Taaegonusgovsec
-573
- 0.25%
N/A
226K $0
Tawmcusgrowth
-926
- 0.39%
N/A
234K $0
Tawmcusgrowth
-908
- 0.32%
N/A
282K $0
Taaegonusgovsec
-3.33K
- 0.98%
N/A
336K $0
Tajpmgnenindx
-3.87K
- 0.34%
N/A
1.15M $0
Schwab Charles Famil Treas Obl
-103K
- 6.92%
N/A
1.39M $0
Eq/Ab Short Dur Gov Bond
-48.9K
- 38.72%
N/A
77.4K $0
Pimco Short Term Adm
-2.27K
- 0.99%
N/A
228K $0
Met Life Stock Index Portfolio
-341
- 0.44%
N/A
77.4K $0
Eq/Growth Strategy
-952
- 4.48%
N/A
20.3K $0
Western Asset Management U.S. Governme
-114
- 0.44%
N/A
25.9K $0
Fidelitycontrafund
-756
- 1.84%
N/A
40.2K $0
Avip S&P 500(R) Index (Geode) I
-581
- 1.39%
N/A
41.2K $0
Eq/Equity 500 Index
-4.99K
- 5.88%
N/A
79.9K $0
Amerfundaafund
-1.19K
- 1.72%
N/A
68.3K $0
Met Life Stock Index Portfolio
-902
- 2.1%
N/A
42K $0
LPLA
Lpl Financial Holdings Inc.

Financial Services
-574
- 8.61%
$312.18 - $378.94 $179K - $218K
6.1K $2.26M
MGC
Vanguard Mega Cap ETF

ETFs
-163
- 0.88%
$239.57 - $253.74 $39K - $41.4K
18.4K $4.54M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
-774
- 0.87%
$61.09 - $64.21 $47.3K - $49.7K
88.1K $5.57M
AVGO
Broadcom Inc.

Technology
-3.22K
- 1.9%
$324.63 - $385.98 $1.05M - $1.24M
166K $56.9M
Activity Summary
Buys All Purchases 80 New Holdings 8 Increased Positions 72 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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