Institutions / Jackson, Grant Investment Advisers, Inc.
Jackson, Grant Investment Advisers, Inc.
CIK 1650300 · Institution · as of Dec 31, 2025
Portfolio value
$303.72M
Positions
395
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 395 →
| Company | Value | % of portfolio |
|---|---|---|
| SPDR S&P 500 ETF Tr | $40.75M | 13.4% |
| Invesco Exchange Traded Fd T | $29.96M | 9.9% |
| SPDR Series Trust | $24.48M | 8.1% |
| Vanguard Specialized Funds | $22.06M | 7.3% |
| Vanguard Index Fds | $14.80M | 4.9% |
| Microsoft Corp | $8.89M | 2.9% |
| Invesco Exch Traded Fd Tr II | $7.99M | 2.6% |
| AbbVie Inc. | $7.13M | 2.3% |
| SPDR Series Trust | $5.91M | 1.9% |
| Apple Inc. | $5.75M | 1.9% |
| Vanguard Index Fds | $5.74M | 1.9% |
| iShares Tr | $5.49M | 1.8% |
| iShares Tr | $5.19M | 1.7% |
| iShares Tr | $4.51M | 1.5% |
| iShares Tr | $4.08M | 1.3% |
| PROCTER & GAMBLE Co | $3.95M | 1.3% |
| Select Sector SPDR Tr | $3.81M | 1.3% |
| Select Sector SPDR Tr | $3.75M | 1.2% |
| TJX Cos Inc/The | $3.40M | 1.1% |
| ProShares Tr | $3.11M | 1.0% |
| Vanguard Index Fds | $3.04M | 1.0% |
| ELI LILLY & Co | $2.96M | 1.0% |
| Johnson & Johnson | $2.88M | 0.9% |
| SPDR Series Trust | $2.75M | 0.9% |
| Mcdonald'S Corp | $2.32M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.