Jackson, Grant Investment Advisers, Inc. Incresed Positions in Q3 2024

Jackson, Grant Investment Advisers, Inc.

  • $265 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SMDV
Proshares Tr Russell 2000 Divi

ETFs
3
+ 0.09%
$61.04 - $71.27 $183 - $214
3.45K $238K
IVW
Ishares S&P 500 Growth ETF

ETFs
11
+ 0.15%
$84.77 - $97.13 $932 - $1.07K
7.13K $682K
IEFA
Ishares Tr

ETFs
83
+ 2.49%
$70.09 - $78.74 $5.82K - $6.54K
3.42K $266K
QUAL
Ishares Msci Usa Quality Facto

ETFs
6
+ 0.22%
$162.64 - $179.3 $976 - $1.08K
2.69K $481K
AMGN
Amgen Inc

Healthcare
1
+ 0.04%
$309.38 - $337.38 $309 - $337
2.38K $765K
JPM
Jpmorgan Chase & CO

Financial Services
9
+ 0.36%
$194.9 - $224.8 $1.75K - $2.02K
2.53K $533K
VOT
Vanguard Mid Cap Growth Index

ETFs
2
+ 0.13%
$218.05 - $243.47 $436 - $487
1.53K $371K
ED
Consolidated Edison Inc

Utilities
11
+ 0.79%
$88.42 - $104.97 $973 - $1.15K
1.41K $146K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
11
+ 0.41%
$85.03 - $94.56 $935 - $1.04K
2.72K $253K
VBR
Vanguard Small Cap Value ETF

ETFs
5
+ 0.47%
$179.99 - $201.6 $900 - $1.01K
1.08K $216K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
19
+ 1.18%
$105.53 - $118.34 $2.01K - $2.25K
1.63K $190K
TRV
Travelers Companies, Inc.

Financial Services
2
+ 0.33%
$201.87 - $242.35 $404 - $485
617 $144K
BND
Vanguard Bd Index Fd Inc Total

ETFs
46
+ 0.91%
$71.45 - $75.64 $3.29K - $3.48K
5.1K $383K
VOE
Vanguard Mid Cap Value Index F

ETFs
5
+ 0.48%
$149.02 - $167.67 $745 - $838
1.06K $177K
GILD
Gilead Sciences, Inc.

Healthcare
2
+ 0.18%
$66.59 - $83.99 $133 - $168
1.1K $92K
MDT
Medtronic PLC

Healthcare
3
+ 0.21%
$76.84 - $91.03 $231 - $273
1.44K $129K
MO
Altria Group, Inc.

Consumer Defensive
46
+ 1.85%
$45.95 - $54.71 $2.11K - $2.52K
2.53K $129K
GIS
General Mills Inc

Consumer Defensive
1
+ 0.07%
$62.5 - $75.15 $62.5 - $75.2
1.41K $104K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
9
+ 0.64%
$111.9 - $124.28 $1.01K - $1.12K
1.41K $173K
QQQ
Invesco Qqq Trust, Series 1

ETFs
1
+ 0.06%
$434.77 - $502.96 $435 - $503
1.55K $758K
VGT
Vanguard Information Technolog

ETFs
3
+ 0.26%
$514.43 - $606.85 $1.54K - $1.82K
1.16K $679K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1
+ 0.25%
$386.81 - $423.12 $387 - $423
395 $167K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
4
+ 0.36%
$127.29 - $141.5 $509 - $566
1.12K $156K
VBK
Vanguard Small Cap Growth ETF

ETFs
1
+ 0.13%
$240.48 - $267.94 $240 - $268
785 $209K
ITOT
Ishares Core S&P Total U.S. St

ETFs
3
+ 0.18%
$113.41 - $125.62 $340 - $377
1.69K $212K
PFE
Pfizer Inc

Healthcare
47
+ 0.45%
$27.7 - $31.39 $1.3K - $1.48K
10.5K $303K
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
379
+ 1.29%
$12.49 - $13.7 $4.73K - $5.19K
29.7K $407K
UNP
Union Pacific Corp

Industrials
3
+ 0.6%
$221.78 - $256.09 $665 - $768
501 $123K
VPU
Vanguard Utilities ETF

ETFs
7
+ 1.8%
$146.64 - $174.54 $1.03K - $1.22K
396 $68K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1
+ 0.38%
$523.84 - $572.02 $524 - $572
266 $151K
KMB
Kimberly Clark Corp

Consumer Defensive
11
+ 0.68%
$135.05 - $148.35 $1.49K - $1.63K
1.63K $232K
NEM
Newmont Corp

Basic Materials
3
+ 0.52%
$41.65 - $55.85 $125 - $168
576 $30K
PPG
Ppg Industries Inc

Basic Materials
5
+ 0.55%
$118.32 - $134.55 $592 - $673
921 $121K
GOLD
Barrick Gold Corp

Basic Materials
8
+ 0.42%
$16.56 - $21.01 $132 - $168
1.93K $38K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
2
+ 0.44%
$210.25 - $231.86 $421 - $464
456 $101K
IWP
Ishares Russell Mid Cap Growth

ETFs
1
+ 0.12%
$103.87 - $117.59 $104 - $118
837 $98K
VEA
Vanguard Ftse Developed Market

ETFs
4
+ 0.28%
$47.6 - $53.31 $190 - $213
1.42K $74K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
2
+ 0.32%
$71.9 - $79.86 $144 - $160
618 $49K
VB
Vanguard Small Cap ETF

ETFs
2
+ 0.96%
$214.77 - $237.72 $430 - $475
211 $50K
VT
Vanguard Total World Stk Index

ETFs
2
+ 0.37%
$107.72 - $119.96 $215 - $240
543 $64K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1
+ 0.12%
$116.79 - $133.54 $117 - $134
844 $111K
OTIS
Otis Worldwide Corp

Industrials
2
+ 0.4%
$91.43 - $104.43 $183 - $209
498 $51K
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.35%
$332.02 - $382.76 $332 - $383
287 $107K
IJK
Ishares S&P Midcap 400 Growth

ETFs
1
+ 0.14%
$84.81 - $93.54 $84.8 - $93.5
715 $65K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2
+ 0.42%
$41.02 - $46.01 $82 - $92
473 $21K
GD
General Dynamics Corp

Industrials
1
+ 0.56%
$279.51 - $308.09 $280 - $308
181 $54K
VXF
Vanguard Extended Market ETF

ETFs
1
+ 0.72%
$163.98 - $182.92 $164 - $183
140 $25K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2
+ 0.82%
$77.02 - $85.06 $154 - $170
245 $20K
IEMG
Ishares Inc

ETFs
51
+ 8.23%
$53.64 - $53.64 $2.74K - $2.74K
671 $35K
Activity Summary
Buys All Purchases 136 New Holdings 15 Increased Positions 121 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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