Jackson, Grant Investment Advisers, Inc. Top Holdings and 13F Report (2026)

About Jackson, Grant Investment Advisers, Inc.

Investment Activity

Jackson, Grant Investment Advisers, Inc. has $299.51 million in total holdings as of March 31, 2026.
Jackson, Grant Investment Advisers, Inc. owns shares of 398 different stocks, but just 37 companies or ETFs make up 80% of its holdings.
Approximately 1.03% of the portfolio was purchased this quarter.
About 1.18% of the portfolio was sold this quarter.
This quarter, Jackson, Grant Investment Advisers, Inc. has purchased 395 new stocks and bought additional shares in 116 stocks.
Jackson, Grant Investment Advisers, Inc. sold shares of 45 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

SPDR S&P 500 ETF Trust: $38,626,764
Invesco S&P 500 Equal Weight ETF: $29,949,566
SPDR S&P Dividend ETF: $25,614,560
Vanguard Dividend Appreciation ETF: $21,495,176
Vanguard Mid-Cap ETF: $14,836,830

Largest New Holdings this Quarter

6706EW100 - Nuveen S&P 500 Dynamic Overwrite Fund: $431,817 Holding
192108504 - Coeur Mining: $37,221 Holding
G0593M107 - AstraZeneca: $25,954 Holding
922042858 - Vanguard FTSE Emerging Markets ETF: $11,080 Holding
464287481 - iShares Russell Mid-Cap Growth ETF: $6,662 Holding

Largest Purchases this Quarter

Vanguard Total International Stock ETF: 7,886 shares (about $608.07K)
Nuveen S&P 500 Dynamic Overwrite Fund: 26,871 shares (about $431.82K)
Vanguard Total Bond Market ETF: 4,111 shares (about $302.74K)
Vanguard Real Estate ETF: 3,337 shares (about $295.99K)
Financial Select Sector SPDR Fund: 4,571 shares (about $225.67K)

Largest Sales this Quarter

Invesco S&P 500 Low Volatility ETF: 4,857 shares (about $355.24K)
ExxonMobil: 1,761 shares (about $298.78K)
SPDR S&P 500 ETF Trust: 361 shares (about $234.77K)
Bristol Myers Squibb: 3,050 shares (about $184.99K)
Eli Lilly and Company: 188 shares (about $172.89K)

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	$38,626,764	$234,772 â–¼	-0.6%	59,395	12.9%	Finance
RSP Invesco S&P 500 Equal Weight ETF	$29,949,566	$61,798 â–¼	-0.2%	156,052	10.0%	ETF
SDY SPDR S&P Dividend ETF	$25,614,560	$53,414 â–¼	-0.2%	175,514	8.6%	ETF
VIG Vanguard Dividend Appreciation ETF	$21,495,176	$94,196 â–¼	-0.4%	99,950	7.2%	ETF
VO Vanguard Mid-Cap ETF	$14,836,830	$188,390 â–²	1.3%	51,664	5.0%	ETF
SPLV Invesco S&P 500 Low Volatility ETF	$7,825,688	$355,241 â–¼	-4.3%	106,996	2.6%	ETF
MSFT Microsoft	$6,828,915	$23,691 â–²	0.3%	18,448	2.3%	Computer and Technology
ABBV AbbVie	$6,663,799	$121,140 â–¼	-1.8%	30,640	2.2%	Medical
DVY iShares Select Dividend ETF	$5,819,136	$74,796 â–¼	-1.3%	38,433	1.9%	ETF
SPLG SPDR Portfolio S&P 500 ETF	$5,498,204	$138,921 â–¼	-2.5%	71,834	1.8%	ETF
VOO Vanguard S&P 500 ETF	$5,455,980	$17,328 â–¼	-0.3%	9,131	1.8%	ETF
AAPL Apple	$5,276,542	$95,171 â–¼	-1.8%	20,791	1.8%	Computer and Technology
AGG iShares Core U.S. Aggregate Bond ETF	$5,169,458	$9,431 â–²	0.2%	52,075	1.7%	Finance
IVV iShares Core S&P 500 ETF	$4,255,239	$45,727 â–¼	-1.1%	6,514	1.4%	ETF
PG Procter & Gamble	$3,978,466	$3,755 â–¼	-0.1%	27,544	1.3%	Consumer Staples
PFF iShares Preferred and Income Securities ETF	$3,957,529	$38,173 â–¼	-1.0%	130,525	1.3%	ETF
XLV Health Care Select Sector SPDR Fund	$3,533,612	$15,834 â–¼	-0.4%	24,102	1.2%	ETF
TJX TJX Companies	$3,495,850	$37,530 â–¼	-1.1%	21,890	1.2%	Retail/Wholesale
XLY Consumer Discretionary Select Sector SPDR Fund	$3,484,316	$3,705 â–²	0.1%	31,972	1.2%	Finance
JNJ Johnson & Johnson	$3,365,815	$34,956 â–¼	-1.0%	13,769	1.1%	Medical
NOBL ProShares S&P 500 Aristocrats ETF	$3,171,212	$8,163 â–²	0.3%	29,914	1.1%	ETF
VTI Vanguard Total Stock Market ETF	$2,909,084	$3,529 â–¼	-0.1%	9,068	1.0%	ETF
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF	$2,758,195	$121,675 â–²	4.6%	34,887	0.9%	ETF
XOM ExxonMobil	$2,635,395	$298,779 â–¼	-10.2%	15,533	0.9%	Energy
MCD McDonald's	$2,370,282	$9,323 â–²	0.4%	7,627	0.8%	Retail/Wholesale
IWM iShares Russell 2000 ETF	$2,364,442	$121,025 â–²	5.4%	9,534	0.8%	Finance
LLY Eli Lilly and Company	$2,360,671	$172,889 â–¼	-6.8%	2,567	0.8%	Medical
WALMART INC	$2,277,193	$30,697 â–²	1.4%	18,323	0.8%	COM
QQQ Invesco QQQ	$1,849,187	$577 â–²	0.0%	3,204	0.6%	Finance
KO CocaCola	$1,817,267	$25,933 â–²	1.4%	23,896	0.6%	Consumer Staples
BRK.B Berkshire Hathaway	$1,763,616		0.0%	3,680	0.6%	Finance
XLK Technology Select Sector SPDR Fund	$1,701,845	$1,861 â–²	0.1%	12,805	0.6%	ETF
HDV iShares Core High Dividend ETF	$1,621,931	$10,179 â–²	0.6%	11,951	0.5%	ETF
VUG Vanguard Growth ETF	$1,617,924	$874 â–²	0.1%	3,704	0.5%	ETF
IWO iShares Russell 2000 Growth ETF	$1,542,637	$43,932 â–¼	-2.8%	4,916	0.5%	ETF
EMR Emerson Electric	$1,530,952	$27,121 â–²	1.8%	11,685	0.5%	Industrials
MRK Merck & Co., Inc.	$1,501,744	$116,925 â–¼	-7.2%	12,484	0.5%	Medical
BRK.A Berkshire Hathaway	$1,436,280		0.0%	2	0.5%	Finance
XLF Financial Select Sector SPDR Fund	$1,420,744	$225,674 â–²	18.9%	28,777	0.5%	ETF
SPYG SPDR Portfolio S&P 500 Growth ETF	$1,390,396	$1,469 â–²	0.1%	14,201	0.5%	ETF
PGX Invesco Preferred ETF	$1,229,143	$42,073 â–¼	-3.3%	112,973	0.4%	ETF
NVDA NVIDIA	$1,228,733	$65,405 â–²	5.6%	7,045	0.4%	Computer and Technology
DE Deere & Company	$1,172,053		0.0%	2,081	0.4%	Industrials
VGT Vanguard Information Technology ETF	$1,162,368	$698 â–²	0.1%	1,666	0.4%	ETF
GLD SPDR Gold Shares	$1,037,859	$37,866 â–²	3.8%	2,412	0.3%	Finance
XLU Utilities Select Sector SPDR Fund	$1,020,028	$47,174 â–¼	-4.4%	22,228	0.3%	ETF
GLW Corning	$1,019,226		0.0%	7,496	0.3%	Computer and Technology
CVX Chevron	$1,018,447	$4,345 â–²	0.4%	4,922	0.3%	Energy
AMZN Amazon.com	$981,577	$41,654 â–²	4.4%	4,713	0.3%	Retail/Wholesale
VTV Vanguard Value ETF	$935,736	$1,766 â–²	0.2%	4,769	0.3%	ETF
BND Vanguard Total Bond Market ETF	$912,791	$302,742 â–²	49.6%	12,395	0.3%	ETF
IWC iShares Micro-Cap ETF	$883,306	$958 â–²	0.1%	5,534	0.3%	ETF
GOOG Alphabet	$881,010		0.0%	3,071	0.3%	Computer and Technology
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF	$879,554	$2,592 â–²	0.3%	10,179	0.3%	ETF
IBM International Business Machines	$865,855	$970 â–²	0.1%	3,572	0.3%	Computer and Technology
PEP PepsiCo	$863,713	$9,938 â–²	1.2%	5,562	0.3%	Consumer Staples
XLP Consumer Staples Select Sector SPDR Fund	$846,800	$26,726 â–¼	-3.1%	10,329	0.3%	ETF
VYM Vanguard High Dividend Yield ETF	$838,528	$2,221 â–²	0.3%	5,662	0.3%	Financial Services
AMGN Amgen	$837,689	$352 â–²	0.0%	2,381	0.3%	Medical
GOOGL Alphabet	$825,054	$40,548 â–²	5.2%	2,869	0.3%	Computer and Technology
ABT Abbott Laboratories	$821,001	$616 â–²	0.1%	7,997	0.3%	Medical
IVW iShares S&P 500 Growth ETF	$792,715	$679 â–²	0.1%	7,008	0.3%	ETF
ASML ASML	$764,761	$6,604 â–²	0.9%	579	0.3%	Computer and Technology
IVE iShares S&P 500 Value ETF	$726,771	$2,745 â–²	0.4%	3,442	0.2%	ETF
T AT&T	$720,746	$1,276 â–²	0.2%	24,862	0.2%	Computer and Technology
HD Home Depot	$712,961	$658 â–²	0.1%	2,168	0.2%	Retail/Wholesale
AVGO Broadcom	$704,838		0.0%	2,277	0.2%	Computer and Technology
CSCO Cisco Systems	$667,867	$2,405 â–²	0.4%	8,608	0.2%	Computer and Technology
VTEB Vanguard Tax-Exempt Bond ETF	$662,204	$29,486 â–²	4.7%	13,273	0.2%	ETF
VXUS Vanguard Total International Stock ETF	$650,096	$608,072 â–²	1,447.0%	8,431	0.2%	ETF
UNH UnitedHealth Group	$603,890	$28,679 â–¼	-4.5%	2,232	0.2%	Medical
QUAL iShares MSCI USA Quality Factor ETF	$539,955	$767 â–²	0.1%	2,815	0.2%	ETF
JPM JPMorgan Chase & Co.	$515,803	$15,595 â–²	3.1%	1,753	0.2%	Finance
BANK NEW YORK MELLON CORP	$478,909		0.0%	4,037	0.2%	COM
CL Colgate-Palmolive	$475,343	$1,108 â–²	0.2%	5,577	0.2%	Consumer Staples
IWD iShares Russell 1000 Value ETF	$463,163		0.0%	2,168	0.2%	ETF
PM Philip Morris International	$462,638	$992 â–²	0.2%	2,798	0.2%	Consumer Staples
NEE NextEra Energy	$457,485		0.0%	4,926	0.2%	Utilities
BDJ BlackRock Enhanced Equity Dividend Trust	$447,892	$6,456 â–²	1.5%	51,960	0.1%	Financial Services
SPXX Nuveen S&P 500 Dynamic Overwrite Fund	$431,817	$431,817 â–²	New Holding	26,871	0.1%	Financial Services
CSX CSX	$415,250	$1,190 â–²	0.3%	10,116	0.1%	Transportation
DIS Walt Disney	$399,565	$2,217 â–¼	-0.6%	4,146	0.1%	Consumer Discretionary
RTX RTX	$399,496	$579 â–²	0.1%	2,071	0.1%	Aerospace
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF	$379,700		0.0%	4,485	0.1%	ETF
V Visa	$371,803	$302 â–²	0.1%	1,230	0.1%	Business Services
PRINCIPAL FINANCIAL GROUP IN	$359,989		0.0%	3,995	0.1%	COM
CAT Caterpillar	$354,230		0.0%	500	0.1%	Industrials
NSC Norfolk Southern	$350,427		0.0%	1,221	0.1%	Transportation
DFAC Dimensional U.S. Core Equity 2 ETF	$349,351		0.0%	8,990	0.1%	ETF
AEP American Electric Power	$346,744	$1,180 â–²	0.3%	2,645	0.1%	Utilities
META Meta Platforms	$344,422	$14,303 â–²	4.3%	602	0.1%	Computer and Technology
HON Honeywell International	$335,163	$226 â–²	0.1%	1,483	0.1%	Multi-Sector Conglomerates
VOT Vanguard Mid-Cap Growth ETF	$320,312	$772 â–²	0.2%	1,245	0.1%	ETF
DHI D.R. Horton	$307,713		0.0%	2,242	0.1%	Construction
BAC Bank of America	$306,143		0.0%	6,280	0.1%	Finance
VNQ Vanguard Real Estate ETF	$306,015	$295,992 â–²	2,953.1%	3,450	0.1%	ETF
SPROTT ASSET MANAGEMENT LP	$296,150		0.0%	6,206	0.1%	PHYSICAL GOLD AN
ORCL Oracle	$286,988		0.0%	1,951	0.1%	Computer and Technology
SLYG SPDR S&P 600 Small Cap Growth ETF	$279,234	$483 â–²	0.2%	2,890	0.1%	ETF
WFC Wells Fargo & Company	$272,425	$29,854 â–²	12.3%	3,422	0.1%	Finance

Showing largest 100 holdings. View all holdings.

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Jackson, Grant Investment Advisers, Inc. Top Holdings and 13F Report (2026)

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 (2026)

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