Jackson Wealth Management, LLC Portfolio Holdings
Jackson Wealth Management, LLC
- $647 Million
- Q2 2025
Jackson Wealth Management, LLC has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $647 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 $65.9M, Broadcom Inc. with a value of $46.9M, Apple Inc. with a value of $41M, Spdr Portfolio S&P 500 ETF (Ma with a value of $36.6M, and Vanguard Index Fds S&P 500 ETF with a value of $34.7M.
Examining the 13F form we can see an increase of $75.4M in the current position value, from $572M to 647M.
Below you can find more details about Jackson Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$647 Million
ETFs: $237 Million
Technology: $216 Million
Financial Services: $75.7 Million
Communication Services: $30.4 Million
Industrials: $28.4 Million
Consumer Defensive: $25 Million
Healthcare: $19.5 Million
Consumer Cyclical: $8.6 Million
Other: $6.98 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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