Jackson, Grant Investment Advisers, Inc. Top Holdings and 13F Report (2025)

About Jackson, Grant Investment Advisers, Inc.

Investment Activity

Jackson, Grant Investment Advisers, Inc. has $258.33 million in total holdings as of March 31, 2025.
Jackson, Grant Investment Advisers, Inc. owns shares of 380 different stocks, but just 31 companies or ETFs make up 80% of its holdings.
Approximately 1.50% of the portfolio was purchased this quarter.
About 1.29% of the portfolio was sold this quarter.
This quarter, Jackson, Grant Investment Advisers, Inc. has purchased 396 new stocks and bought additional shares in 103 stocks.
Jackson, Grant Investment Advisers, Inc. sold shares of 36 stocks and completely divested from 18 stocks this quarter.

Largest Holdings

SPDR S&P 500 ETF Trust: $33,860,047
Invesco S&P 500 Equal Weight ETF: $25,279,237
SPDR S&P Dividend ETF: $23,507,716
Vanguard Dividend Appreciation ETF: $19,180,666
Vanguard Mid-Cap ETF: $13,135,969

Largest New Holdings this Quarter

81369Y852 - Communication Services Select Sector SPDR Fund: $11,767 Holding
44951W106 - IES: $1,651 Holding

Largest Purchases this Quarter

iShares Core U.S. Aggregate Bond ETF: 13,232 shares (about $1.31M)
Vanguard Tax-Exempt Bond ETF: 12,096 shares (about $600.21K)
ProShares S&P 500 Aristocrats ETF: 4,452 shares (about $454.90K)
SPDR Portfolio S&P 1500 Composite Stock Market ETF: 5,308 shares (about $361.00K)
iShares Preferred and Income Securities ETF: 9,189 shares (about $282.38K)

Largest Sales this Quarter

SPDR S&P Dividend ETF: 3,257 shares (about $441.91K)
Consumer Discretionary Select Sector SPDR Fund: 1,413 shares (about $279.02K)
Vanguard Dividend Appreciation ETF: 1,358 shares (about $263.44K)
iShares Russell 2000 ETF: 1,235 shares (about $246.36K)
SPDR S&P 500 ETF Trust: 415 shares (about $232.15K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SPY SPDR S&P 500 ETF Trust	$33,860,047	$232,148 ▼	-0.7%	60,530	13.1%	Finance
RSP Invesco S&P 500 Equal Weight ETF	$25,279,237	$169,592 ▲	0.7%	145,929	9.8%	ETF
SDY SPDR S&P Dividend ETF	$23,507,716	$441,909 ▼	-1.8%	173,259	9.1%	ETF
VIG Vanguard Dividend Appreciation ETF	$19,180,666	$263,437 ▼	-1.4%	98,875	7.4%	ETF
VO Vanguard Mid-Cap ETF	$13,135,969	$192,670 ▼	-1.4%	50,793	5.1%	ETF
SPLV Invesco S&P 500 Low Volatility ETF	$7,886,932	$100,872 ▼	-1.3%	105,553	3.1%	ETF
ABBV AbbVie	$6,528,608	$5,447 ▲	0.1%	31,160	2.5%	Medical
MSFT Microsoft	$6,205,652	$141,899 ▼	-2.2%	16,531	2.4%	Computer and Technology
DVY iShares Select Dividend ETF	$5,429,387	$50,091 ▼	-0.9%	40,430	2.1%	ETF
PFF iShares Preferred and Income Securities ETF	$5,055,353	$282,377 ▲	5.9%	164,509	2.0%	ETF
PG Procter & Gamble	$4,966,765	$75,838 ▼	-1.5%	29,144	1.9%	Consumer Staples
SPLG SPDR Portfolio S&P 500 ETF	$4,796,532	$1,249 ▼	0.0%	72,940	1.9%	ETF
AAPL Apple	$4,705,186	$3,332 ▲	0.1%	21,182	1.8%	Computer and Technology
AGG iShares Core U.S. Aggregate Bond ETF	$4,470,007	$1,308,912 ▲	41.4%	45,188	1.7%	Finance
VOO Vanguard S&P 500 ETF	$4,055,262	$96,101 ▼	-2.3%	7,891	1.6%	ETF
IVV iShares Core S&P 500 ETF	$3,895,279	$153,406 ▼	-3.8%	6,932	1.5%	ETF
XLV Health Care Select Sector SPDR Fund	$3,498,315	$26,428 ▲	0.8%	23,959	1.4%	ETF
XLY Consumer Discretionary Select Sector SPDR Fund	$3,451,662	$279,016 ▼	-7.5%	17,480	1.3%	Finance
NOBL ProShares S&P 500 Aristocrats ETF	$3,001,009	$454,903 ▲	17.9%	29,370	1.2%	ETF
TJX TJX Companies	$2,678,841	$6,699 ▼	-0.2%	21,994	1.0%	Retail/Wholesale
VTI Vanguard Total Stock Market ETF	$2,517,759	$157,205 ▼	-5.9%	9,161	1.0%	ETF
LLY Eli Lilly and Company	$2,306,795	$2,478 ▲	0.1%	2,793	0.9%	Medical
MCD McDonald's	$2,263,873	$9,059 ▲	0.4%	7,247	0.9%	Retail/Wholesale
JNJ Johnson & Johnson	$2,150,942	$11,443 ▲	0.5%	12,970	0.8%	Medical
BRK.B Berkshire Hathaway	$1,960,073	$133,157 ▼	-6.4%	3,680	0.8%	Finance
IWM iShares Russell 2000 ETF	$1,802,103	$246,358 ▼	-12.0%	9,034	0.7%	Finance
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF	$1,744,282	$361,003 ▲	26.1%	25,647	0.7%	ETF
HDV iShares Core High Dividend ETF	$1,636,416	$46,872 ▼	-2.8%	13,511	0.6%	ETF
XOM Exxon Mobil	$1,611,032	$4,995 ▲	0.3%	13,546	0.6%	Energy
BRK.A Berkshire Hathaway	$1,596,883		0.0%	2	0.6%	Finance
KO Coca-Cola	$1,569,965	$3,151 ▲	0.2%	21,921	0.6%	Consumer Staples
WMT Walmart	$1,464,467	$263 ▲	0.0%	16,681	0.6%	Retail/Wholesale
QQQ Invesco QQQ	$1,419,461	$81,594 ▲	6.1%	3,027	0.5%	Finance
IWO iShares Russell 2000 Growth ETF	$1,367,826	$4,344 ▼	-0.3%	5,353	0.5%	ETF
XLK Technology Select Sector SPDR Fund	$1,305,496	$142,256 ▼	-9.8%	6,323	0.5%	ETF
EMR Emerson Electric	$1,256,259	$767 ▲	0.1%	11,458	0.5%	Industrials
XLF Financial Select Sector SPDR Fund	$1,175,825	$3,537 ▲	0.3%	23,606	0.5%	ETF
SPYG SPDR Portfolio S&P 500 Growth ETF	$1,100,805	$15,591 ▲	1.4%	13,697	0.4%	ETF
ABT Abbott Laboratories	$1,097,681	$663 ▲	0.1%	8,275	0.4%	Medical
MRK Merck & Co., Inc.	$1,077,197	$5,027 ▲	0.5%	12,001	0.4%	Medical
VUG Vanguard Growth ETF	$1,029,715	$51,912 ▼	-4.8%	2,777	0.4%	ETF
DE Deere & Company	$976,572		0.0%	2,081	0.4%	Industrials
XLU Utilities Select Sector SPDR Fund	$907,392	$3,627 ▲	0.4%	11,508	0.4%	ETF
XLP Consumer Staples Select Sector SPDR Fund	$848,430	$2,613 ▲	0.3%	10,389	0.3%	ETF
VTV Vanguard Value ETF	$816,107	$49,063 ▼	-5.7%	4,724	0.3%	ETF
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF	$813,133	$2,500 ▲	0.3%	10,082	0.3%	ETF
PEP PepsiCo	$789,731	$24,590 ▼	-3.0%	5,267	0.3%	Consumer Staples
UNH UnitedHealth Group	$761,678	$2,095 ▲	0.3%	1,454	0.3%	Medical
IBM International Business Machines	$760,458	$9,698 ▼	-1.3%	3,058	0.3%	Computer and Technology
AMGN Amgen	$740,461	$312 ▲	0.0%	2,377	0.3%	Medical
CVX Chevron	$739,434	$22,752 ▼	-3.0%	4,420	0.3%	Energy
NVDA NVIDIA	$722,920	$60,587 ▲	9.1%	6,670	0.3%	Computer and Technology
VYM Vanguard High Dividend Yield ETF	$722,167	$2,063 ▲	0.3%	5,600	0.3%	ETF
VTEB Vanguard Tax-Exempt Bond ETF	$707,585	$600,207 ▲	559.0%	14,260	0.3%	ETF
IVW iShares S&P 500 Growth ETF	$663,627	$743 ▲	0.1%	7,149	0.3%	ETF
IVE iShares S&P 500 Value ETF	$653,388	$2,478 ▲	0.4%	3,428	0.3%	ETF
TRI Thomson Reuters	$632,256		0.0%	3,664	0.2%	Business Services
VGT Vanguard Information Technology ETF	$629,725	$542 ▲	0.1%	1,161	0.2%	ETF
IWC iShares Micro-Cap ETF	$608,530	$444 ▲	0.1%	5,487	0.2%	ETF
CL Colgate-Palmolive	$582,760	$1,593 ▲	0.3%	6,219	0.2%	Consumer Staples
PGX Invesco Preferred ETF	$534,083	$157,046 ▲	41.7%	47,601	0.2%	ETF
GLD SPDR Gold Shares	$525,279		0.0%	1,823	0.2%	Finance
GOOG Alphabet	$482,090		0.0%	3,086	0.2%	Computer and Technology
AMZN Amazon.com	$478,123		0.0%	2,513	0.2%	Retail/Wholesale
QUAL iShares MSCI USA Quality Factor ETF	$476,466	$16,235 ▲	3.5%	2,788	0.2%	ETF
DIS Walt Disney	$457,708	$99 ▲	0.0%	4,637	0.2%	Consumer Discretionary
CSCO Cisco Systems	$456,547	$2,160 ▲	0.5%	7,398	0.2%	Computer and Technology
PM Philip Morris International	$440,652	$1,111 ▲	0.3%	2,776	0.2%	Consumer Staples
V Visa	$430,239	$350 ▲	0.1%	1,228	0.2%	Business Services
HD Home Depot	$425,222	$733 ▲	0.2%	1,160	0.2%	Retail/Wholesale
GOOGL Alphabet	$423,178	$464 ▲	0.1%	2,737	0.2%	Computer and Technology
BDJ BlackRock Enhanced Equity Dividend Trust	$417,624	$6,158 ▲	1.5%	48,561	0.2%	Financial Services
JPM JPMorgan Chase & Co.	$416,453	$62,787 ▼	-13.1%	1,698	0.2%	Finance
BXMX Nuveen S&P 500 Buy-Write Income Fund	$402,090	$6,258 ▲	1.6%	30,647	0.2%	Financial Services
BMY Bristol-Myers Squibb	$397,671	$427 ▲	0.1%	6,520	0.2%	Medical
AVGO Broadcom	$382,161	$8,202 ▲	2.2%	2,283	0.1%	Computer and Technology
BND Vanguard Total Bond Market ETF	$381,797	$2,350 ▲	0.6%	5,198	0.1%	ETF
CSX CSX	$374,467	$8,917 ▼	-2.3%	12,724	0.1%	Transportation
GLW Corning	$343,165		0.0%	7,496	0.1%	Computer and Technology
PFG Principal Financial Group	$337,058		0.0%	3,995	0.1%	Finance
VOT Vanguard Mid-Cap Growth ETF	$333,552	$40,623 ▼	-10.9%	1,363	0.1%	ETF
META Meta Platforms	$332,560		0.0%	577	0.1%	Computer and Technology
IWD iShares Russell 1000 Value ETF	$310,964		0.0%	1,653	0.1%	ETF
NSC Norfolk Southern	$289,194		0.0%	1,221	0.1%	Transportation
DHI D.R. Horton	$285,087		0.0%	2,242	0.1%	Construction
AEP American Electric Power	$284,618	$874 ▲	0.3%	2,605	0.1%	Utilities
ASML ASML	$278,305	$104,033 ▲	59.7%	420	0.1%	Computer and Technology
BAC Bank of America	$262,020		0.0%	6,279	0.1%	Finance
T AT&T	$259,677	$1,244 ▲	0.5%	9,182	0.1%	Computer and Technology
ORCL Oracle	$258,765		0.0%	1,851	0.1%	Computer and Technology
IEFA iShares Core MSCI EAFE ETF	$258,521		0.0%	3,417	0.1%	ETF
PFE Pfizer	$250,222	$1,292 ▲	0.5%	9,875	0.1%	Medical
KMB Kimberly-Clark	$238,125	$1,565 ▲	0.7%	1,674	0.1%	Consumer Staples
SLYG SPDR S&P 600 Small Cap Growth ETF	$237,982	$4,814 ▲	2.1%	2,867	0.1%	ETF
USRT iShares Core U.S. REIT ETF	$229,979	$173 ▲	0.1%	3,993	0.1%	ETF
ADP Automatic Data Processing	$228,121	$1,222 ▲	0.5%	747	0.1%	Business Services
SMDV ProShares Russell 2000 Dividend Growers ETF	$226,490	$131 ▲	0.1%	3,453	0.1%	ETF
SYK Stryker	$216,942		0.0%	583	0.1%	Medical
ITOT iShares Core S&P Total U.S. Stock Market ETF	$215,850	$9,273 ▲	4.5%	1,769	0.1%	ETF
ITW Illinois Tool Works	$212,062		0.0%	855	0.1%	Industrials

Showing largest 100 holdings. View all holdings.

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Jackson, Grant Investment Advisers, Inc. Top Holdings and 13F Report (2025)

About Jackson, Grant Investment Advisers, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Jackson, Grant Investment Advisers, Inc. Top Holdings and 13F Report (2025)

About Jackson, Grant Investment Advisers, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofJackson, Grant Investment Advisers, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools