Jackson Wealth Management, LLC Portfolio Holdings
Jackson Wealth Management, LLC
- $589 Million
- Q3 2024
Jackson Wealth Management, LLC has filed its 13F form on October 22, 2024 for Q3 2024 where it was disclosed a total value porftolio of $589 Million distributed in 168 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $57.3M, Vanguard Index Fds S&P 500 ETF with a value of $49.4M, Apple Inc. with a value of $46M, Broadcom Inc. with a value of $31.4M, and Costco Wholesale Corp with a value of $17.9M.
Examining the 13F form we can see an increase of $248M in the current position value, from $340M to 589M.
Below you can find more details about Jackson Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$589 Million
ETFs: $203 Million
Technology: $190 Million
Financial Services: $69 Million
Industrials: $29 Million
Consumer Defensive: $22.6 Million
Healthcare: $22.5 Million
Communication Services: $20.4 Million
Utilities: $11.6 Million
Other: $20 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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