Jackson Wealth Management, LLC
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationlake mary, FL
- CIK0001536799
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
169 | $823.19 M | US TREASURY BILL25U S T BILL DUE 06/03/25, SCHWAB VALUE ADVANTAGE MONEY F, MSFT, AAPL | 13F-HR | Apr 29, 2025 | 000153679925000002 | ||
170 | $881.86 M | TREASURY BILL, VOO, MSFT, AAPL | 13F-HR | Jan 27, 2025 | 000153679925000001 | ||
168 | $837.75 M | US Treasury Bill 12/05/24, MSFT, SCHWAB VALUE ADVANTAGE MONEY F, VOO | 13F-HR | Oct 22, 2024 | 000153679924000005 | ||
118 | $466.42 M | US Treasury Bill 09/05/24, VOO, MSFT, AAPL | 13F-HR | Jul 1, 2024 | 000153679924000004 | ||
150 | $800.31 M | B 0 06/04/24, VOO, MSFT, SCHWAB VALUE ADVANTAGE MONEY F | 13F-HR | Jun 11, 2024 | 000153679924000003 | ||
147 | $759.60 M | B 0 02/13/24, VOO, MSFT, SNAXX | 13F-HR | Feb 14, 2024 | 000153679924000001 | ||
156 | $699.30 M | UNITED STS TREAS BILLS, MSFT, SCHWAB VALUE ADVANTAGE MONEY F, AAPL | 13F-HR | Nov 14, 2023 | 000153679923000007 | ||
130 | $681.12 M | B 0 07/11/23, MSFT, AAPL, KRE | 13F-HR | Aug 2, 2023 | 000153679923000006 | ||
131 | $132.95 M | GD, AFG, ON S&P 500(R) INDEX PORTFOLIO (GEODE), GOOG | 13F-HR | May 12, 2023 | 000153679923000005 | ||
85 | $272.13 M | MSFT, AAPL, LMT, NEE | 13F-HR | Feb 10, 2023 | 000153679923000001 | ||
101 | $507.79 M | AAPL, KRE, USFR, MSFT | 13F-HR | Nov 14, 2022 | 000153679922000006 | ||
87 | $215.84 M | KRE, MSFT, SHV, AAPL | 13F-HR | Aug 1, 2022 | 000153679922000004 | ||
110 | $720.33 M | MSFT, BRK.A, KRE, AAPL | 13F-HR | May 5, 2022 | 000153679922000003 | ||
113 | $790.18 M | MSFT, NDQ, AAPL, KRE | 13F-HR | Feb 9, 2022 | 000153679922000001 | ||
88 | $8.25 M | AMZN, GOOGL, GOOG, BLK | 13F-HR | Dec 10, 2021 | 000153679921000005 | ||
124 | $790.40 M | MSFT, AMZN, NDQ, AAPL | 13F-HR | Aug 3, 2021 | 000153679921000004 | ||
118 | $667.06 M | MSFT, KRE, NDQ, AMZN | 13F-HR | Apr 12, 2021 | 000153679921000003 | ||
128 | $733.31 M | AMD, KRE, SHW, AMZN | 13F-HR | Feb 2, 2021 | 000153679921000001 | ||
122 | $667.33 M | AMD, KRE, AMZN, SHW | 13F-HR | Oct 13, 2020 | 000153679920000005 | ||
124 | $562.70 M | KRE, SHV, NDQ, SHW | 13F-HR | Jul 27, 2020 | 000153679920000004 | ||
104 | $478.36 M | KRE, SHV, NDQ, MSFT | 13F-HR | May 13, 2020 | 000153679920000003 | ||
151 | $602.57 M | IVV, KRE, SPY, MSFT | 13F-HR | Feb 4, 2020 | 000153679920000002 | ||
121 | $477.48 M | KRE, KRE, IVV, KRE | 13F-HR | Nov 7, 2019 | 000153679919000005 | ||
90 | $459.75 M | KRE, KRE, IVV, AMD | 13F-HR | Jul 12, 2019 | 000153679919000004 | ||
86 | $409.07 M | KRE, IVV, KRE, AMD | 13F-HR | May 9, 2019 | 000153679919000003 | ||
81 | $333.92 M | KRE, IVV, JPST, SPYV | 13F-HR | Jan 24, 2019 | 000153679919000002 | ||
87 | $475.36 M | AMZN, IVV, KRE, AAPL | 13F-HR | Nov 14, 2018 | 000153679918000005 | ||
88 | $429.43 M | IVV, AAPL, AMZN, KRE | 13F-HR | Aug 8, 2018 | 000153679918000004 | ||
91 | $358.02 M | IVV, KRE, QQQ, SPDR SER TR | 13F-HR | May 3, 2018 | 000153679918000003 | ||
91 | $394.18 M | IVV, KRE, SPDR SER TR, QQQ | 13F-HR | Feb 5, 2018 | 000153679918000002 | ||
84 | $369.40 M | IVV, VCIT, VTI, IWV | 13F-HR | Nov 9, 2017 | 000153679917000006 | ||
73 | $315.77 M | IVV, VCIT, VTI, IWV | 13F-HR | Aug 10, 2017 | 000153679917000004 | ||
66 | $276.88 M | IVV, VCIT, VTI, IWV | 13F-HR | May 8, 2017 | 000153679917000003 | ||
65 | $256.16 M | IVV, AGG, VCIT, VYM | 13F-HR | Feb 8, 2017 | 000153679917000002 | ||
65 | $264.09 M | IVV, AGG, VCIT, BND | 13F-HR | Nov 3, 2016 | 000153679916000010 | ||
67 | $268.78 M | IVV, AGG, VCIT, VCSH | 13F-HR | Aug 4, 2016 | 000153679916000008 | ||
63 | $259.39 M | VCSH, IVV, AGG, MGK | 13F-HR | May 2, 2016 | 000153679916000007 | ||
65 | $252.93 M | VCSH, IVV, VTI, MGK | 13F-HR | Feb 4, 2016 | 000153679916000005 | ||
122 | $279.04 M | VCSH, IVV, VTI, IGSB | 13F-HR | Oct 30, 2015 | 000153679915000004 | ||
106 | $295.52 M | VCSH, IVV, VTI, QQQ | 13F-HR | Jul 29, 2015 | 000153679915000003 | ||
116 | $310.43 M | IVV, LQD, IWB, VTI | 13F-HR | May 4, 2015 | 000153679915000002 | ||
115 | $306.53 M | IVV, LQD, IWB, QQQ | 13F-HR | Feb 6, 2015 | 000101728415000003 |