Jackson Wealth Management, LLC Portfolio Holdings
Jackson Wealth Management, LLC
- $725 Million
- Q3 2025
Jackson Wealth Management, LLC has filed its 13F form on October 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $725 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 $69.3M, Broadcom Inc. with a value of $55.9M, Apple Inc. with a value of $51.4M, Spdr Portfolio S&P 500 ETF (Ma with a value of $43.6M, and Vanguard Index Fds S&P 500 ETF with a value of $37.3M.
Examining the 13F form we can see an increase of $77.9M in the current position value, from $647M to 725M.
Below you can find more details about Jackson Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$725 Million
ETFs: $261 Million
Technology: $250 Million
Financial Services: $81.3 Million
Communication Services: $39.5 Million
Industrials: $28.2 Million
Consumer Defensive: $22.8 Million
Healthcare: $20.9 Million
Consumer Cyclical: $9.94 Million
Other: $11.7 Million