Jackson Wealth Management, LLC
Q4 2024 13F Holdings
- Locationlake mary, FL
- Num holdings
170
- Value ($000)
$881,855
- Date Filed01/27/2025
- Form type13F-HR
- CIK0001536799
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
UNITED STATES TREAS BILLS | TSRYS58798 | 912797MM6 | $82.64M | 9 % | 83,253,000 | ||
VOO VANGUARD INDEX FDS S&P 500 ETF SHS | VOO | 922908363 | $70.80M | 8 % | 131,402 | ||
MSFT MICROSOFT CORP COM | MSFT | 594918104 | $56.86M | 6 % | 134,908 | ||
AAPL APPLE INC COM | AAPL | 037833100 | $50.66M | 6 % | 202,301 | ||
AVGO BROADCOM INC COM | AVGO | 11135F101 | $42.01M | 5 % | 181,214 | ||
SCHWAB VALUE ADVANTAGE MONEY INV | SWVXX | 808515605 | $34.73M | 4 % | 34,734,549 | ||
SWOXX SCHWAB CHARLES FAMIL MUNI MONEY | 0 | 808515753 | $22.77M | 3 % | 22,771,517 | ||
IVV ISHARES TR CORE S&P500 ETF | IVV | 464287200 | $19.18M | 2 % | 32,574 | ||
COST COSTCO WHSL CORP NEW COM | COST | 22160K105 | $18.95M | 2 % | 20,685 | ||
KRE SPDR SER TR PORTFOLIO S&P500 | SPLG | 78464A854 | $17.82M | 2 % | 258,458 |
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