Jackson Wealth Management, LLC Reduced Holdings in Q4 2024

Jackson Wealth Management, LLC

  • $639 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NXPI
Nxp Semiconductors N.V.

Technology
-19K
- 62.98%
$207.27 - $255.58 $3.93M - $4.85M
11.1K $2.32M
LMT
Lockheed Martin Corp

Industrials
-6.29K
- 39.62%
$479.66 - $614.62 $3.02M - $3.87M
9.59K $4.66M
XOM
Exxon Mobil Corp

Energy
-30K
- 77.56%
$105.51 - $125.37 $3.16M - $3.76M
8.67K $932K
KLAC
Kla Corp

Technology
-102
- 0.46%
$614.46 - $829.55 $62.7K - $84.6K
22.2K $14M
AMD
Advanced Micro Devices Inc

Technology
-5.45K
- 29.68%
$118.88 - $172.8 $648K - $942K
12.9K $1.56M
MPWR
Monolithic Power Systems Inc

Technology
-327
- 12.75%
$560.06 - $942.58 $183K - $308K
2.24K $1.32M
LLY
Eli Lilly & CO

Healthcare
-344
- 5.19%
$727.2 - $932.06 $250K - $321K
6.29K $4.85M
AMGN
Amgen Inc

Healthcare
-1.96K
- 31.19%
$258.78 - $328.31 $507K - $643K
4.32K $1.13M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-46
- 1.3%
$396.64 - $516.74 $18.2K - $23.8K
3.5K $1.41M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-1.54K
- 1.06%
$65.67 - $69.79 $101K - $108K
145K $9.69M
ETN
Eaton Corp PLC

Industrials
-302
- 1.09%
$326.96 - $377.52 $98.7K - $114K
27.5K $9.12M
HD
Home Depot, Inc.

Consumer Cyclical
-2
- 0.05%
$385.02 - $431.37 $770 - $863
3.67K $1.43M
WPC
W. P. Carey Inc.

Real Estate
-151
- 2.8%
$53.44 - $61.33 $8.07K - $9.26K
5.23K $285K
ABC
Amerisourcebergen Corp

Healthcare
-194
- 0.66%
N/A
29.1K $5.39M
IWL
Ishares Tr Russell 200 ETF

ETFs
-243
- 8.01%
$138.92 - $149.97 $33.8K - $36.4K
2.79K $403K
Amerfundaafund
-1.32K
- 1.75%
N/A
74.3K $0
Eq/Quality Bond Plus
-857
- 0.98%
N/A
87K $0
500 Index
-28
- 0.5%
N/A
5.54K $0
Western Asset Management U.S. Governme
-110
- 0.42%
N/A
26K $0
Tawmcusgrowth
-1.04K
- 0.44%
N/A
235K $0
Tajpmgnenindx
-3.38K
- 0.99%
N/A
338K $0
Af U.S. Government Money Market R3
-6.61K
- 25.78%
N/A
19K $0
Schwab Value Advantage Money Ultra
-4.31M
- 51.8%
N/A
4.01M $0
Schwab Charles Famil Trsy Obl V
-399K
- 25.51%
N/A
1.17M $0
American Funds Is Growth Fund Class 4
-9.1K
- 63.76%
N/A
5.17K $0
Schwab Value Advantage Money Inv
-20.1M
- 36.63%
N/A
34.7M $0
Metlife Stock Index Portfolio
-1.04K
- 2.26%
N/A
44.9K $0
Avip Federated Core Plus Bond
-2.02K
- 1.12%
N/A
178K $0
Vanguard Index Tr Valu Index Adm
-471
- 9.1%
N/A
4.71K $0
Taaegonusgovsec
-930
- 0.39%
N/A
236K $0
Avip S&P 500(R) Index (Geode)
-614
- 1.43%
N/A
42.3K $0
Tawmcusgrowth
-1
- 0.02%
N/A
5.43K $0
Taaegonusgovsec
-3.62K
- 1.02%
N/A
352K $0
Eq/Growth Strategy
-1.04K
- 4.42%
N/A
22.4K $0
Eq/Ab Short Dur Gov Bond
-1.42K
- 1.07%
N/A
132K $0
Schwab Charles Famil Treas Obl
-18.4K
- 1.45%
N/A
1.25M $0
Tawmcusgrowth
-1.01K
- 0.35%
N/A
283K $0
Eq/Equity 500 Index
-45
- 1.43%
N/A
3.1K $0
Metlife Stock Index Portfolio
-327
- 0.42%
N/A
77.7K $0
Dws Equity 500 Index Vip
-322
- 0.23%
N/A
142K $0
Tajpmgnenindx
-3.76K
- 0.32%
N/A
1.17M $0
Schwab Charles Famil Muni Money
-12.5M
- 35.47%
N/A
22.8M $0
Dws Govt Money Market Vip
-114
- 0.39%
N/A
29K $0
Eq/Equity 500 Index
-47
- 0.88%
N/A
5.29K $0
IWY
Ishares Tr Russell 200 Growth

ETFs
-1.21K
- 3.23%
$216.72 - $244.71 $262K - $296K
36.3K $8.55M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-95
- 0.56%
$316.94 - $357.88 $30.1K - $34K
16.8K $5.78M
ARES
Ares Management Corp

Financial Services
-234
- 0.54%
$153.38 - $183.7 $35.9K - $43K
43.3K $7.66M
BX
Blackstone Inc.

Financial Services
-181
- 0.3%
$148.45 - $199.05 $26.9K - $36K
59.7K $10.3M
AVGO
Broadcom Inc.

Technology
-913
- 0.5%
$159.67 - $250.0 $146K - $228K
181K $42M
Activity Summary
Buys All Purchases 87 New Holdings 25 Increased Positions 62 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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