Jackson, Grant Investment Advisers, Inc.
Q3 2025 13F Holdings
- Locationstamford, CT
- Num holdings
413
- Value ($000)
$299,431
- Date Filed11/10/2025
- Form type13F-HR
- CIK0001650300
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $40.18 M | 13 % | 60,317 | ||
RSP INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $29.00 M | 10 % | 152,849 | ||
KRE SPDR SERIES TRUST | S&P DIVID ETF | 78464A763 | $24.60 M | 8 % | 175,650 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $21.98 M | 7 % | 101,880 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $15.03 M | 5 % | 51,175 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $9.36 M | 3 % | 18,078 | ||
SPLV INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | 46138E354 | $8.17 M | 3 % | 111,232 | ||
ABBV ABBVIE INC | COM | 00287Y109 | $7.28 M | 2 % | 31,444 | ||
DVY ISHARES TR | SELECT DIVID ETF | 464287168 | $5.81 M | 2 % | 40,852 | ||
KRE SPDR SERIES TRUST | PORTFOLIO S&P500 | 78464A854 | $5.76 M | 2 % | 73,584 |
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