Jackson Wealth Management, LLC Portfolio Holdings
Jackson Wealth Management, LLC
- $340 Million
- Q2 2024
Jackson Wealth Management, LLC has filed its 13F form on July 01, 2024 for Q2 2024 where it was disclosed a total value porftolio of $340 Million distributed in 118 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $39.4M, Microsoft Corp with a value of $35.3M, Apple Inc. with a value of $23.1M, Broadcom Inc. with a value of $17M, and Kla Corp with a value of $10.5M.
Examining the 13F form we can see an decrease of $195M in the current position value, from $535M to 340M.
Below you can find more details about Jackson Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$340 Million
ETFs: $128 Million
Technology: $105 Million
Financial Services: $33.7 Million
Industrials: $16.8 Million
Healthcare: $14.1 Million
Consumer Defensive: $13.5 Million
Communication Services: $12.1 Million
Consumer Cyclical: $8.99 Million
Other: $8.63 Million