Jackson Wealth Management, LLC has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $639 Million distributed in 170 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 $70.8M, Microsoft Corp with a value of $56.9M, Apple Inc. with a value of $50.7M, Broadcom Inc. with a value of $42M, and Ishares Core S&P 500 ETF with a value of $19.2M.
Examining the 13F form we can see an increase of $50M in the current position value, from $589M to 639M .
Below you can find more details about Jackson Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$639 Million
$253 Million
$190 Million
$73.2 Million
$27.1 Million
$24.2 Million
$24.2 Million
$20.3 Million
$10.2 Million
$16.7 Million
Stock Market Cap.
Holding Value (Reported)
# of Shares.
Last Trade
Trade History
Af U.S. Government Money Market R3
-
$0
0.0% of portfolio
-
Q4 2024
Reduced 25.78%
$0
$0
0.0% of portfolio
32,463
Q4 2024
Added 1.78%
-
$0
0.0% of portfolio
-
Q3 2024
New
Vanguard Index Tr Valu Index Adm
-
$0
0.0% of portfolio
-
Q4 2024
Reduced 9.1%
Schwab Value Advantage Money Ultra
-
$0
0.0% of portfolio
-
Q4 2024
Reduced 51.8%
Schwab Charles Famil Trsy Obl V
-
$0
0.0% of portfolio
-
Q4 2024
Reduced 25.51%
United States Treas Bills
-
$0
0.0% of portfolio
-
Q4 2024
New
American Funds Is Growth Fund Class 4
-
$0
0.0% of portfolio
-
Q4 2024
Reduced 63.76%
-
$0
0.0% of portfolio
-
Q4 2024
Reduced 1.43%
-
$0
0.0% of portfolio
-
Q4 2024
Added 45.39%
Avip Federated Core Plus Bond
-
$0
0.0% of portfolio
-
Q4 2024
Reduced 1.12%
-
$0
0.0% of portfolio
-
Q3 2024
New
-
$0
0.0% of portfolio
-
Q3 2024
New
Western Asset Management U.S. Governme
-
$0
0.0% of portfolio
-
Q4 2024
Reduced 0.42%
-
$0
0.0% of portfolio
-
Q4 2024
Reduced 1.02%
Hartford Disciplined Equity Hls Fund
-
$0
0.0% of portfolio
-
Q3 2024
New
-
$0
0.0% of portfolio
-
Q4 2024
Reduced 4.42%
-
$0
0.0% of portfolio
-
Q4 2024
Added 0.87%
-
$0
0.0% of portfolio
-
Q3 2024
New
-
$0
0.0% of portfolio
-
Q4 2024
Reduced 1.07%
Dws Govt Money Market Vip
-
$0
0.0% of portfolio
-
Q4 2024
Reduced 0.39%
-
$0
0.0% of portfolio
-
Q4 2024
Reduced 0.88%
-
$0
0.0% of portfolio
-
Q4 2024
New
-
$0
0.0% of portfolio
-
Q4 2024
Reduced 0.98%
-
$0
0.0% of portfolio
-
Q4 2024
Reduced 1.75%
Metlife Stock Index Portfolio
-
$0
0.0% of portfolio
-
Q1 2024
New
-
$0
0.0% of portfolio
-
Q3 2024
New
-
$0
0.0% of portfolio
-
Q3 2024
New
Am Funds Washgtn Mut Inv Cl 2
-
$0
0.0% of portfolio
-
Q3 2024
New
-
$0
0.0% of portfolio
-
Q4 2024
Reduced 0.02%
-
$0
0.0% of portfolio
-
Q1 2024
Reduced 3.36%
American Funds Growth Income Class 2
-
$0
0.0% of portfolio
-
Q3 2024
New
-
$0
0.0% of portfolio
-
Q4 2024
Reduced 0.5%
-
$0
0.0% of portfolio
-
Q3 2024
New
Western Asset Management U.S. Governme
-
$0
0.0% of portfolio
-
Q4 2024
Added 1.76%
-
$0
0.0% of portfolio
-
Q3 2024
New
Schwab Charles Famil Treas Obl
-
$0
0.0% of portfolio
-
Q4 2024
Reduced 1.45%
-
$0
0.0% of portfolio
-
Q4 2024
New
American Balanced Fund 529 A
-
$0
0.0% of portfolio
-
Q4 2024
Added 6.22%
Calmare Therapeutics Inc Com
-
$0
0.0% of portfolio
-
Q1 2023
New
El Capitan Precious Metals I Com
-
$0
0.0% of portfolio
-
Q1 2023
New
-
$0
0.0% of portfolio
-
Q4 2024
Added 104.41%
-
$0
0.0% of portfolio
-
Q4 2024
New
-
$0
0.0% of portfolio
-
Q4 2024
Reduced 0.39%
-
$0
0.0% of portfolio
-
Q4 2024
New
Lam Research Corp Com New
-
$0
0.0% of portfolio
-
Q4 2024
New
Listed Fd Tr Roundhill Magnif
-
$0
0.0% of portfolio
-
Q4 2024
New
-
$0
0.0% of portfolio
-
Q4 2024
Added 13.41%
Professionally Managed Portf Cngr Lgc Instl
-
$0
0.0% of portfolio
-
Q4 2024
Added 5.7%
Arista Networks Inc Com Shs
-
$0
0.0% of portfolio
-
Q4 2024
New
