Jackson, Grant Investment Advisers, Inc. has filed its 13F form on October 17, 2024 for Q3 2024 where it was disclosed a total value porftolio of $265 Million distributed in 399 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $35.7M, Invesco S&P 500 Equal Weight E with a value of $25.6M, Spdr Series Tr Spdr S&P Divide with a value of $25.2M, Vanguard Dividend Appreciation with a value of $18.1M, and Vanguard Mid Cap ETF with a value of $13.2M.
Examining the 13F form we can see an increase of $18.1M in the current position value, from $246M to 265M.
Below you can find more details about Jackson, Grant Investment Advisers, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$265 Million
ETFs: $195 Million
Technology: $16.8 Million
Healthcare: $16.3 Million
Consumer Defensive: $10.9 Million
Financial Services: $7.02 Million
Consumer Cyclical: $6.9 Million
Industrials: $4.83 Million
Energy: $2.46 Million
Other: $4.31 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
