JACKSON THORNTON ASSET MANAGEMENT, LLC

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    montgomery, AL
  • CIK
    0001903880
  • Alternate names
    JACKSON THORNTON WEALTH MANAGEMENT, LLC
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

87

$791.24M
DFAC, DFAT, DFUV, DFIV
13F-HR
Feb 11, 2025
000190388025000001

63

$756.36M
DFAC, DFAT, DFUV, DFIV
13F-HR
Nov 13, 2024
000190388024000006

57

$653.19M
DFAC, DFAT, DFUV, DFIV
RESTATEMENT
Nov 7, 2024
000190388024000003

52

$589.74M
DFAC, DFAT, DFUV, DFIV
13F-HR
May 15, 2024
000172554724002164

52

$543.94M
DFAT, DFAC, DFUV, DFIV
13F-HR
Feb 14, 2024
000172554724000539

45

$482.70M
DFAC, DFAT, DFUV, DFIV
13F-HR
Nov 7, 2023
000172554723001740

40

$497.18M
DFAC, DFAT, DFUV, DFIV
13F-HR
Aug 3, 2023
000172554723000161

32

$442.64M
DFAC, DFAT, DFUV, DFIV
RESTATEMENT
Aug 3, 2023
000172554723000162

35

$418.53M
DFAC, DFAT, DFUV, DFIV
13F-HR
Feb 14, 2023
000172554723000078

29

$367.36M
DFAT, DFAC, DFUV, DFIV
13F-HR
Nov 1, 2022
000172554722000169

28

$352.71M
DFAC, DFAT, DFUV, DFIV
13F-HR
Aug 2, 2022
000172554722000133

25

$389.25M
DFAT, DFAC, DFIV, DFAX
13F-HR
May 12, 2022
000172554722000094

17

$349.18M
DFAC, DFAT, DFIV, DFAX
RESTATEMENT
Jun 1, 2022
000172554722000102