Jackson, Grant Investment Advisers, Inc.
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationstamford, CT
- CIK0001650300
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
380 | $258.33 M | SPY, RSP, KRE, VIG | 13F-HR | May 6, 2025 | 000110465925044858 | ||
396 | $259.94 M | SPY, RSP, KRE, VIG | 13F-HR | Jan 27, 2025 | 000110465925006241 | ||
399 | $267.43 M | SPY, RSP, KRE, VIG | 13F-HR | Oct 17, 2024 | 000110465924109397 | ||
394 | $247.66 M | SPY, KRE, RSP, VIG | 13F-HR | Jul 16, 2024 | 000110465924080197 | ||
392 | $244.06 M | SPY, KRE, RSP, VIG | 13F-HR | May 8, 2024 | 000110465924058508 | ||
394 | $225.69 M | SPY, RSP, KRE, VIG | 13F-HR | Feb 1, 2024 | 000110465924009189 | ||
395 | $207.47 M | SPY, KRE, RSP, VIG | 13F-HR | Oct 13, 2023 | 000110465923108992 | ||
415 | $215.47 M | SPY, KRE, RSP, VIG | 13F-HR | Aug 1, 2023 | 000110465923086369 | ||
462 | $212.84 M | SPY, KRE, RSP, VIG | 13F-HR | May 2, 2023 | 000110465923054916 | ||
315 | $206.96 M | SPY, KRE, RSP, VIG | 13F-HR | Jan 26, 2023 | 000110465923006807 | ||
345 | $191.17 M | SPY, KRE, RSP, VIG | 13F-HR | Nov 14, 2022 | 000110465922117975 | ||
353 | $201.82 M | SPY, KRE, RSP, VIG | 13F-HR | Aug 4, 2022 | 000110465922085924 | ||
351 | $237.72 M | SPY, KRE, RSP, VIG | 13F-HR | Apr 28, 2022 | 000110465922051996 | ||
282 | $196.25 M | SPY, KRE, RSP, AGG | 13F-HR | Jan 24, 2022 | 000110465922006986 | ||
351 | $224.55 M | SPY, RSP, KRE, VIG | 13F-HR | Oct 13, 2021 | 000110465921125713 | ||
376 | $227.56 M | SPY, KRE, RSP, VIG | 13F-HR | Jul 15, 2021 | 000110465921092377 | ||
364 | $217.41 M | SPY, KRE, RSP, VIG | 13F-HR | Apr 22, 2021 | 000110465921053464 | ||
337 | $196.05 M | SPY, KRE, RSP, VIG | 13F-HR | Mar 3, 2021 | 000110465921031313 | ||
216 | $166.30 M | SPY, KRE, RSP, VIG | 13F-HR | Nov 12, 2020 | 000110465920124065 | ||
215 | $157.17 M | SPY, KRE, RSP, VIG | 13F-HR | Aug 14, 2020 | 000110465920095152 | ||
216 | $135.55 M | SPY, KRE, RSP, VIG | 13F-HR | May 12, 2020 | 000110465920059962 | ||
219 | $184.69 M | SPY, KRE, RSP, VIG | 13F-HR | Feb 5, 2020 | 000110465920011307 | ||
221 | $176.03 M | SPY, KRE, RSP, VIG | 13F-HR | Nov 20, 2019 | 000110465919065708 | ||
224 | $171.59 M | SPY, KRE, RSP, VIG | 13F-HR | Aug 13, 2019 | 000114420419039391 | ||
222 | $166.64 M | SPY, KRE, RSP, VIG | 13F-HR | May 7, 2019 | 000114420419024104 | ||
243 | $142.26 M | SPY, KRE, RSP, VIG | 13F-HR | Jan 23, 2019 | 000114420419002401 | ||
212 | $159.59 M | SPY, KRE, RSP, VO | 13F-HR | Nov 15, 2018 | 000114420418060147 | ||
217 | $145.37 M | SPY, KRE, RSP, VO | 13F-HR | Aug 2, 2018 | 000114420418041542 | ||
210 | $142.96 M | KRE, SPY, 9000039D, VO | 13F-HR | May 14, 2018 | 000114420418027899 | ||
210 | $147.86 M | KRE, SPY, 9000039D, VO | 13F-HR | Feb 1, 2018 | 000114420418005056 | ||
211 | $138.33 M | KRE, SPY, 9000039D, VO | 13F-HR | Nov 14, 2017 | 000114420417058788 | ||
184 | $128.90 M | KRE, SPY, 9000039D, VO | 13F-HR | Aug 10, 2017 | 000114420417041943 | ||
176 | $124.69 M | KRE, SPY, 9000039D, VO | 13F-HR | May 2, 2017 | 000114420417023869 | ||
173 | $117.63 M | KRE, SPY, 9000039D, VO | 13F-HR | Mar 8, 2017 | 000114420417013408 | ||
171 | $120.93 M | KRE, 9000039D, VIG, SPY | 13F-HR | Nov 14, 2016 | 000114420416134397 | ||
162 | $113.46 M | KRE, 9000039D, VIG, POWERSHARES ETF TR II | RESTATEMENT | Aug 5, 2016 | 000114420416116787 | ||
160 | $109.45 M | KRE, 9000039D, VIG, VO | 13F-HR | Aug 4, 2016 | 000114420416116573 | ||
198 | $105.05 M | KRE, 9000039D, VO, VIG | 13F-HR | Aug 4, 2016 | 000114420416116555 |