Jackson Wealth Management, LLC has filed its 13F form on April 29, 2025 for Q1 2025 where it was disclosed a total value porftolio of $572 Million distributed in 169 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $50.4M, Apple Inc. with a value of $44.7M, Vanguard Index Fds S&P 500 ETF with a value of $30.3M, Broadcom Inc. with a value of $29.4M, and Spdr S&P 500 ETF Trust with a value of $21.9M.
Examining the 13F form we can see an decrease of $67M in the current position value, from $639M to 572M .
Below you can find more details about Jackson Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$572 Million
$212 Million
$171 Million
$69.9 Million
$24.9 Million
$23.8 Million
$22.8 Million
$21.5 Million
$9.99 Million
$16.7 Million
Stock Market Cap.
Holding Value (Reported)
# of Shares.
Last Trade
Trade History
Schwab Value Advantage Money Inv
-
$0
0.0% of portfolio
-
Q1 2025
Added 68.64%
-
$0
0.0% of portfolio
-
Q1 2025
Reduced 30.52%
Schwab Charles Famil Trsy Obl V
-
$0
0.0% of portfolio
-
Q1 2025
Added 12.82%
$58.8M
$8,000
0.0% of portfolio
142,857
Q3 2024
New
United States Treas Bills
-
$0
0.0% of portfolio
-
Q4 2024
New
Vanguard 500 Index Fund Admiral Shares
-
$0
0.0% of portfolio
-
Q1 2025
New
United States Treas Bills
-
$0
0.0% of portfolio
-
Q1 2025
New
Us Treasury Bill25 U S T Bill Due 06/03/25
-
$0
0.0% of portfolio
-
Q1 2025
New
Schwab S&P 500 Index Fund Select Class
-
$0
0.0% of portfolio
-
Q1 2025
New
-
$0
0.0% of portfolio
-
Q4 2024
New
American Funds Growth Income Class 2
-
$0
0.0% of portfolio
-
Q1 2025
Added 34.91%
-
$0
0.0% of portfolio
-
Q3 2024
New
Avip Federated Core Plus Bond
-
$0
0.0% of portfolio
-
Q1 2025
New
-
$0
0.0% of portfolio
-
Q1 2025
New
-
$0
0.0% of portfolio
-
Q1 2025
Reduced 1.3%
-
$0
0.0% of portfolio
-
Q1 2025
Reduced 1.0%
Hartford Disciplined Equity Hls Fund
-
$0
0.0% of portfolio
-
Q1 2025
New
-
$0
0.0% of portfolio
-
Q1 2025
New
-
$0
0.0% of portfolio
-
Q1 2025
New
-
$0
0.0% of portfolio
-
Q1 2025
New
-
$0
0.0% of portfolio
-
Q1 2025
New
-
$0
0.0% of portfolio
-
Q1 2025
New
Western Asset Management U.S. Governme
-
$0
0.0% of portfolio
-
Q1 2025
Added 1.82%
-
$0
0.0% of portfolio
-
Q4 2024
Added 45.39%
-
$0
0.0% of portfolio
-
Q1 2025
New
Eq/Large Cap Growth Index
-
$0
0.0% of portfolio
-
Q1 2025
New
-
$0
0.0% of portfolio
-
Q1 2025
Reduced 1.77%
-
$0
0.0% of portfolio
-
Q4 2024
Reduced 0.02%
-
$0
0.0% of portfolio
-
Q1 2025
New
Met Life Stock Index Portfolio
-
$0
0.0% of portfolio
-
Q1 2025
Reduced 0.45%
-
$0
0.0% of portfolio
-
Q1 2025
Reduced 3.94%
-
$0
0.0% of portfolio
-
Q3 2024
New
-
$0
0.0% of portfolio
-
Q3 2024
New
-
$0
0.0% of portfolio
-
Q1 2025
Reduced 0.33%
-
$0
0.0% of portfolio
-
Q1 2025
New
-
$0
0.0% of portfolio
-
Q1 2025
New
-
$0
0.0% of portfolio
-
Q1 2025
New
Dws Govt Money Market Vip
-
$0
0.0% of portfolio
-
Q1 2025
Reduced 3.12%
-
$0
0.0% of portfolio
-
Q1 2025
Reduced 0.1%
-
$0
0.0% of portfolio
-
Q4 2024
Reduced 0.44%
Arista Networks Inc Com Shs
-
$0
0.0% of portfolio
-
Q1 2025
Added 23.26%
-
$0
0.0% of portfolio
-
Q1 2025
Added 0.55%
American Balanced Fund 529 A
-
$0
0.0% of portfolio
-
Q1 2025
Added 5.0%
Professionally Managed Portf Cngr Lgc Instl
-
$0
0.0% of portfolio
-
Q1 2025
Reduced 4.39%
Calmare Therapeutics Inc Com
-
$0
0.0% of portfolio
-
Q1 2023
New
Dfa Invt Dimensions Group In Us Core Eq 1 Pt
-
$0
0.0% of portfolio
-
Q1 2025
New
El Capitan Precious Metals I Com
-
$0
0.0% of portfolio
-
Q1 2023
New
-
$0
0.0% of portfolio
-
Q1 2025
Reduced 49.72%
Western Asset Management U.S. Governme
-
$0
0.0% of portfolio
-
Q4 2024
Reduced 0.42%
-
$0
0.0% of portfolio
-
Q4 2024
New
