Jackson, Grant Investment Advisers, Inc.

Q4 2024 13F Holdings

  • Location
    stamford, CT
  • Num holdings

    396

  • Value ($000)

    $259,936

  • Date Filed
    01/27/2025
  • Form type
    13F-HR
  • CIK
    0001650300
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$35.72M
14 %

60,945

RSP
RSP

INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT
46137V357
$25.40M
10 %

144,950

KRE
KRE

SPDR SER TR

S&P DIVID ETF
78464A763
$23.32M
9 %

176,516

VIG
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
921908844
$19.63M
8 %

100,233

VO
VO

VANGUARD INDEX FDS

MID CAP ETF
922908629
$13.61M
5 %

51,538

SPLV
SPLV

INVESCO EXCH TRADED FD TR II

S&P500 LOW VOL
46138E354
$7.48M
3 %

106,903

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$7.13M
3 %

16,909

ABBV
ABBV

ABBVIE INC

COM
00287Y109
$5.53M
2 %

31,134

DVY
DVY

ISHARES TR

SELECT DIVID ETF
464287168
$5.36M
2 %

40,803

AAPL
AAPL

APPLE INC

COM
037833100
$5.30M
2 %

21,167

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