Jackson Wealth Management, LLC has filed its 13F form on June 11, 2024 for Q1 2024 where it was disclosed a total value porftolio of $535 Million distributed in 150 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 $56.2M, Microsoft Corp with a value of $56.2M, Apple Inc. with a value of $33.9M, Broadcom Inc. with a value of $24.3M, and Kla Corp with a value of $15.8M.
Examining the 13F form we can see an increase of $47.3M in the current position value, from $488M to 535M.
Below you can find more details about Jackson Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$535 Million
ETFs: $196 Million
Technology: $161 Million
Financial Services: $55.7 Million
Industrials: $30.1 Million
Healthcare: $28.9 Million
Consumer Defensive: $20.1 Million
Communication Services: $15.9 Million
Consumer Cyclical: $14.4 Million
Other: $13 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions