| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 35 | Q2 2024 | 19.6% |
| SPDR S&P 500 ETF TR | 35 | Q2 2024 | 15.0% |
| ISHARES TR | 35 | Q2 2024 | 5.4% |
| ISHARES TR CORE | 35 | Q2 2024 | 5.4% |
| ISHARES TR | 35 | Q2 2024 | 3.5% |
| SELECT SECTOR SPDR TR | 35 | Q2 2024 | 2.7% |
| MICROSOFT CORP | 35 | Q2 2024 | 3.3% |
| ISHARES TR | 35 | Q2 2024 | 2.2% |
| SELECT SECTOR SPDR TR | 35 | Q2 2024 | 2.3% |
| PROCTER & GAMBLE CO | 35 | Q2 2024 | 2.9% |
View Jackson, Grant Investment Advisers, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-07-17 |
| 13F-HR | 2024-07-16 |
| 13F-HR | 2024-05-08 |
| 13F-HR | 2024-02-01 |
| 13F-HR | 2023-10-13 |
| 13F-HR | 2023-08-01 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-01-26 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-04 |
View Jackson, Grant Investment Advisers, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.