Filer Name: JACKSON, GRANT INVESTMENT ADVISERS, INC.
CIK: 1650300
Period: 2024-12-31
Filed At: 2025-01-27
Number of Holdings: 396
Portfolio Value: $0.26B

Jackson, Grant Investment Advisers, Inc. Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
SPY US SPDR S&P 500 ETF TRUST 60,945 $36M 13.74% -2.1% -
RSP US INVESCO S&P 500 EQUAL WEIGHT 144,950 $25M 9.77% 1.4% -
SDY US SPDR S&P DIVIDEND ETF 176,516 $23M 8.97% -0.6% -
VIG US VANGUARD DIVIDEND APPREC ETF 100,233 $20M 7.55% 1.0% -
VO US VANGUARD MID-CAP ETF 51,538 $14M 5.24% 3.3% -
SPLV US INVESCO S&P 500 LOW VOLATILI 106,903 $7M 2.88% 0.1% -
MSFT US MICROSOFT CORP 16,909 $7M 2.74% -1.8% -
ABBV US ABBVIE INC 31,134 $6M 2.13% 0.9% -
DVY US ISHARES SELECT DIVIDEND ETF 40,803 $5M 2.06% 0.8% -
AAPL US APPLE INC 21,167 $5M 2.04% -2.6% -
SPLG US SPDR PORTFOLIO S&P 500 ETF 72,959 $5M 1.94% 0.1% -
PG US PROCTER & GAMBLE CO/THE 29,589 $5M 1.91% -1.7% -
PFF US ISHARES PREFERRED & INCOME S 155,320 $5M 1.88% 6.0% -
VOO US VANGUARD S&P 500 ETF 8,078 $4M 1.67% -5.0% -
XLY US CONSUMER DISCRETIONARY SELT 18,893 $4M 1.63% 0.0% -
IVV US ISHARES CORE S&P 500 ETF 7,205 $4M 1.63% -1.0% -
XLV US HEALTH CARE SELECT SECTOR 23,778 $3M 1.26% 0.3% -
AGG US ISHARES CORE U.S. AGGREGATE 31,956 $3M 1.19% -32.1% -
VTI US VANGUARD TOTAL STOCK MKT ETF 9,733 $3M 1.09% 17.3% -
TJX US TJX COMPANIES INC 22,049 $3M 1.02% 0.2% -
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