Jackson Wealth Management, LLC Purchases in Q3 2025

Jackson Wealth Management, LLC

  • $725 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
2.12K
+ 1.06%
$202.38 - $256.87 $429K - $545K
202K $51.4M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
60.7K
+ 12.05%
$72.65 - $78.68 $4.41M - $4.77M
564K $43.6M
GOOGL
Alphabet Inc.

Communication Services
15.2K
+ 34.66%
$174.36 - $254.72 $2.64M - $3.86M
58.9K $14.3M
WMB
Williams Companies, Inc.

Energy
81.2K
New
$56.52 - $64.01 $4.59M - $5.2M
81.2K $5.14M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
11.5K
+ 47.57%
$224.68 - $282.71 $2.57M - $3.24M
35.5K $9.93M
KLAC
Kla Corp

Technology
175
+ 0.8%
$843.9 - $1078.6 $148K - $189K
22K $23.7M
ORCL
Oracle Corp

Technology
3.06K
+ 6.41%
$218.96 - $328.33 $670K - $1M
50.8K $14.3M
HSBC
Hsbc Holdings PLC

Financial Services
50.2K
New
$60.27 - $70.98 $3.02M - $3.56M
50.2K $3.56M
MSFT
Microsoft Corp

Technology
1.35K
+ 1.02%
$491.09 - $535.64 $661K - $720K
134K $69.3M
BX
Blackstone Inc.

Financial Services
11.3K
+ 19.34%
$152.77 - $188.68 $1.73M - $2.13M
69.8K $11.9M
EVR
Evercore Inc.

Financial Services
503
+ 1.29%
$276.5 - $362.79 $139K - $182K
39.5K $13.3M
TDIV
First Trust Nasdaq Technology

ETFs
26.1K
New
$89.27 - $100.33 $2.33M - $2.62M
26.1K $2.57M
ABBV
Abb Vie Inc.

Healthcare
928
+ 2.14%
$184.85 - $231.54 $172K - $215K
44.4K $10.3M
NVDA
Nvidia Corp

Technology
727
+ 1.01%
$153.3 - $186.58 $111K - $136K
72.8K $13.6M
URI
United Rentals, Inc.

Industrials
99
+ 1.19%
$774.14 - $975.23 $76.6K - $96.5K
8.43K $8.04M
IVV
Ishares Core S&P 500 ETF

ETFs
18
+ 0.06%
$620.67 - $670.08 $11.2K - $12.1K
32.7K $21.9M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.75K
+ 8.77%
$420.11 - $472.68 $734K - $826K
21.7K $9.98M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
274
+ 0.37%
$225.11 - $247.9 $61.7K - $67.9K
73.7K $18.2M
IYW
Ishares Dj Us Tech ETF

ETFs
308
+ 0.6%
$171.38 - $197.01 $52.8K - $60.7K
51.6K $10.1M
QQQ
Invesco Qqq Trust, Series 1

ETFs
317
+ 1.56%
$546.99 - $602.2 $173K - $191K
20.6K $12.4M
DGRO
Ishares Core Dividend Growth E

ETFs
4.98K
+ 2.25%
$64.12 - $68.08 $319K - $339K
226K $15.3M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
174
+ 0.46%
$275.84 - $326.36 $48K - $56.8K
37.9K $11.5M
XLG
Invesco Exchange Traded Fd Tr

ETFs
2.56K
+ 1.84%
$51.78 - $57.89 $133K - $148K
142K $8.17M
WDC
Western Digital Corp

Technology
5.6K
New
$63.84 - $120.06 $357K - $672K
5.6K $672K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
2.02K
New
$301.44 - $365.84 $610K - $740K
2.02K $654K
STX
Seagate Technology Holdings PLC

Technology
2.74K
New
$142.01 - $236.06 $389K - $647K
2.74K $647K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
1.05K
+ 1.78%
$110.74 - $122.12 $116K - $128K
59.8K $7.24M
ETN
Eaton Corp PLC

Industrials
251
+ 0.93%
$342.99 - $392.76 $86.1K - $98.6K
27.2K $10.2M
DASH
Door Dash, Inc.

Communication Services
2.03K
New
$234.5 - $272.5 $477K - $554K
2.03K $553K
HWM
Howmet Aerospace Inc.

Industrials
2.81K
New
$171.0 - $196.23 $480K - $550K
2.81K $550K
TPR
Tapestry, Inc.

Consumer Cyclical
4.62K
New
$86.48 - $116.14 $400K - $537K
4.62K $523K
JBL
Jabil Inc

Technology
2.4K
New
$202.08 - $234.45 $485K - $563K
2.4K $521K
IBKR
Interactive Brokers Group, Inc.

Financial Services
7.57K
New
$56.32 - $68.81 $426K - $521K
7.57K $520K
NRG
Nrg Energy, Inc.

Utilities
3.21K
New
$144.77 - $173.91 $464K - $558K
3.21K $519K
LMT
Lockheed Martin Corp

Industrials
316
+ 3.25%
$410.74 - $499.21 $130K - $158K
10K $5.01M
VST
Vistra Corp.

Utilities
2.59K
New
$182.0 - $217.92 $472K - $565K
2.59K $508K
CEG
Constellation Energy Corp

Utilities
1.54K
New
$298.82 - $354.89 $460K - $547K
1.54K $507K
RL
Ralph Lauren Corp

Consumer Cyclical
1.56K
New
$272.1 - $320.75 $424K - $500K
1.56K $488K
AXON
Axon Enterprise, Inc.

Industrials
676
New
$698.02 - $870.97 $472K - $589K
676 $485K
SPY
Spdr S&P 500 ETF Trust

ETFs
159
+ 2.04%
$617.65 - $666.84 $98.2K - $106K
7.95K $5.3M
CCL
Carnival Corp

Consumer Cyclical
16K
New
$28.37 - $32.49 $453K - $519K
16K $461K
UAL
United Airlines Holdings, Inc.

Industrials
4.61K
New
$80.05 - $109.36 $369K - $505K
4.61K $445K
MA
Mastercard Inc

Financial Services
413
+ 1.37%
$550.18 - $598.96 $227K - $247K
30.5K $17.3M
MGK
Vanguard Mega Cap Growth ETF

ETFs
86
+ 0.67%
$362.31 - $405.74 $31.2K - $34.9K
13K $5.12M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
941
+ 0.66%
$70.77 - $73.59 $66.6K - $69.2K
144K $10.6M
WPC
W. P. Carey Inc.

Real Estate
5.23K
New
$61.29 - $68.7 $321K - $360K
5.23K $353K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.23K
+ 5.64%
$132.9 - $142.03 $163K - $174K
23K $3.25M
PH
Parker Hannifin Corp

Industrials
68
+ 1.52%
$697.13 - $769.67 $47.4K - $52.3K
4.55K $3.45M
HDV
Ishares Core High Dividend ETF

ETFs
1.29K
+ 4.82%
$118.16 - $123.66 $152K - $159K
27.9K $3.43M
Activity Summary
Buys All Purchases 94 New Holdings 22 Increased Positions 72 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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