$105 Million is the total value of Jackson, Grant Investment Advisers, Inc.'s 198 reported holdings in Q4 2015. The portfolio turnover from Q3 2015 to Q4 2015 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SDY | New | SPDR SERIES TRUSTs&p divid etf | $18,350,000 | – | 249,452 | +100.0% | 17.47% | – |
| RSP | New | RYDEX ETF TRUST GUGs&p500 eq wt | $11,339,000 | – | 148,008 | +100.0% | 10.79% | – |
| VO | New | VANGUARD INDEX FDSmid cap etf | $6,776,000 | – | 56,625 | +100.0% | 6.45% | – |
| VIG | New | VANGUARD SPECIALIZED PORTFOLdiv app etf | $6,355,000 | – | 81,725 | +100.0% | 6.05% | – |
| SPLV | New | POWERSHARES ETF TR IIs&p500 low vol | $5,474,000 | – | 142,153 | +100.0% | 5.21% | – |
| SPY | New | SPDR S&P 500 ETF TRtr unit | $5,339,000 | – | 26,434 | +100.0% | 5.08% | – |
| DVY | New | ISHARES TRselect divid etf | $4,497,000 | – | 59,843 | +100.0% | 4.28% | – |
| XLY | New | SELECT SECTOR SPDR TRsbi cons discr | $2,797,000 | – | 35,784 | +100.0% | 2.66% | – |
| IVV | New | ISHARES TRcore s&p500 etf | $2,327,000 | – | 11,358 | +100.0% | 2.22% | – |
| XLV | New | SELECT SECTOR SPDR TRsbi healthcare | $2,305,000 | – | 32,004 | +100.0% | 2.19% | – |
| AGG | New | ISHARES TR COREus aggbd et | $2,163,000 | – | 20,069 | +100.0% | 2.06% | – |
| ABBV | New | ABBVIE INC | $1,811,000 | – | 30,571 | +100.0% | 1.72% | – |
| XLI | New | SELECT SECTOR SPDR TRsbi int-inds | $1,591,000 | – | 30,018 | +100.0% | 1.52% | – |
| JNJ | New | JOHNSON & JOHNSON | $1,458,000 | – | 14,193 | +100.0% | 1.39% | – |
| MO | New | ALTRIA GROUP INC | $1,318,000 | – | 22,642 | +100.0% | 1.26% | – |
| GE | New | GENERAL ELECTRIC CO | $1,233,000 | – | 39,582 | +100.0% | 1.17% | – |
| IWO | New | ISHARES TRrus 2000 grw etf | $1,229,000 | – | 8,821 | +100.0% | 1.17% | – |
| XLF | New | SELECT SECTOR SPDR TRsbi int-finl | $1,163,000 | – | 48,800 | +100.0% | 1.11% | – |
| T | New | AT&T INC | $1,158,000 | – | 33,648 | +100.0% | 1.10% | – |
| KO | New | COCA COLA CO | $1,127,000 | – | 26,241 | +100.0% | 1.07% | – |
| CVS | New | CVS HEALTH CORP | $1,099,000 | – | 11,243 | +100.0% | 1.05% | – |
| TJX | New | TJX COS INC NEW | $1,059,000 | – | 14,933 | +100.0% | 1.01% | – |
| XOM | New | EXXON MOBIL CORP | $1,039,000 | – | 13,329 | +100.0% | 0.99% | – |
| MCD | New | MCDONALDS CORP | $932,000 | – | 7,885 | +100.0% | 0.89% | – |
| VOO | New | VANGUARD INDEX FDS | $887,000 | – | 4,744 | +100.0% | 0.84% | – |
| PFF | New | ISHARES TRu.s. pfd stk etf | $796,000 | – | 20,487 | +100.0% | 0.76% | – |
| PG | New | PROCTER & GAMBLE CO | $741,000 | – | 9,335 | +100.0% | 0.70% | – |
| IWC | New | ISHARES TRmicro-cap etf | $639,000 | – | 8,861 | +100.0% | 0.61% | – |
| PEP | New | PEPSICO INC | $635,000 | – | 6,350 | +100.0% | 0.60% | – |
| XLP | New | SELECT SECTOR SPDR TRsbi cons stpls | $607,000 | – | 12,016 | +100.0% | 0.58% | – |
| PM | New | PHILIP MORRIS INTL INC | $592,000 | – | 6,738 | +100.0% | 0.56% | – |
| GIS | New | GENERAL MLS INC | $582,000 | – | 10,096 | +100.0% | 0.55% | – |
| MSFT | New | MICROSOFT CORP | $574,000 | – | 10,351 | +100.0% | 0.55% | – |
| XLK | New | SELECT SECTOR SPDR TRtechnology | $553,000 | – | 12,904 | +100.0% | 0.53% | – |
| BDJ | New | BLACKROCK ENHANCED EQT DIV T | $541,000 | – | 71,097 | +100.0% | 0.52% | – |
| ABT | New | ABBOTT LABS | $524,000 | – | 11,659 | +100.0% | 0.50% | – |
| BXMX | New | NUVEEN S&P 500 BUY-WRITE INC | $517,000 | – | 38,511 | +100.0% | 0.49% | – |
| KMB | New | KIMBERLY CLARK CORP | $514,000 | – | 4,038 | +100.0% | 0.49% | – |
| AAPL | New | APPLE INC | $504,000 | – | 4,789 | +100.0% | 0.48% | – |
| PFE | New | PFIZER INC | $455,000 | – | 14,085 | +100.0% | 0.43% | – |
| VZ | New | VERIZON COMMUNICATIONS INC | $405,000 | – | 8,755 | +100.0% | 0.39% | – |
| CL | New | COLGATE PALMOLIVE CO | $398,000 | – | 5,969 | +100.0% | 0.38% | – |
| IWM | New | ISHARES TRrussell 2000 etf | $385,000 | – | 3,430 | +100.0% | 0.37% | – |
| MDT | New | MEDTRONIC PLC | $372,000 | – | 4,837 | +100.0% | 0.35% | – |
| LLY | New | LILLY ELI & CO | $325,000 | – | 3,857 | +100.0% | 0.31% | – |
| CSX | New | CSX CORP | $303,000 | – | 11,694 | +100.0% | 0.29% | – |
| WFC | New | WELLS FARGO & CO NEW | $294,000 | – | 5,406 | +100.0% | 0.28% | – |
| XLU | New | SELECT SECTOR SPDR TRsbi int-utils | $290,000 | – | 6,702 | +100.0% | 0.28% | – |
| MRK | New | MERCK & CO INC NEW | $262,000 | – | 4,952 | +100.0% | 0.25% | – |
| IVE | New | ISHARES Ts&p 500 val etf | $242,000 | – | 2,728 | +100.0% | 0.23% | – |
| MDLZ | New | MONDELEZ INTL INCcl a | $239,000 | – | 5,336 | +100.0% | 0.23% | – |
| BRKB | New | BERKSHIRE HATHAWAY INCdel cl b new | $236,000 | – | 1,784 | +100.0% | 0.22% | – |
| UNH | New | UNITEDHEALTH GROUP INC | $232,000 | – | 1,972 | +100.0% | 0.22% | – |
| HD | New | HOME DEPOT INC | $223,000 | – | 1,687 | +100.0% | 0.21% | – |
| IJR | New | ISHARES TRcore s&p scp etf | $215,000 | – | 1,950 | +100.0% | 0.20% | – |
| WMT | New | WAL-MART STORES INC | $215,000 | – | 3,509 | +100.0% | 0.20% | – |
| TGT | New | TARGET CORP | $214,000 | – | 2,940 | +100.0% | 0.20% | – |
| ITM | New | MARKET VECTORS ETF TRmktvec intmuetf | $211,000 | – | 8,800 | +100.0% | 0.20% | – |
| MDY | New | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $207,000 | – | 815 | +100.0% | 0.20% | – |
| MMM | New | 3M CO | $186,000 | – | 1,233 | +100.0% | 0.18% | – |
| CMCSA | New | COMCAST CORP NEWcl a | $186,000 | – | 3,289 | +100.0% | 0.18% | – |
| SSO | New | PROSHARES TR PSHSult s&p 500 | $165,000 | – | 2,615 | +100.0% | 0.16% | – |
| BMY | New | BRISTOL MYERS SQUIBB CO | $160,000 | – | 2,329 | +100.0% | 0.15% | – |
| SO | New | SOUTHERN CO | $156,000 | – | 3,328 | +100.0% | 0.15% | – |
| IVW | New | ISHARES TRs&p 500 grwt etf | $154,000 | – | 1,333 | +100.0% | 0.15% | – |
| VEU | New | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $148,000 | – | 3,414 | +100.0% | 0.14% | – |
| RAI | New | REYNOLDS AMERICAN INC | $145,000 | – | 3,153 | +100.0% | 0.14% | – |
| D | New | DOMINION RES INC VA NEW | $141,000 | – | 2,087 | +100.0% | 0.13% | – |
| INTC | New | INTEL CORP | $126,000 | – | 3,644 | +100.0% | 0.12% | – |
| MTUM | New | ISHARES TR MSCIusamomfct | $118,000 | – | 1,629 | +100.0% | 0.11% | – |
| UTX | New | UNITED TECHNOLOGIES CORP | $117,000 | – | 1,213 | +100.0% | 0.11% | – |
| KHC | New | KRAFT HEINZ CO | $115,000 | – | 1,587 | +100.0% | 0.11% | – |
| DEO | New | DIAGEO P L C SPONadr | $113,000 | – | 1,038 | +100.0% | 0.11% | – |
| FOX | New | TWENTY FIRST CENTY FOX INCcl b | $110,000 | – | 4,025 | +100.0% | 0.10% | – |
| JPM | New | JPMORGAN CHASE & CO | $105,000 | – | 1,595 | +100.0% | 0.10% | – |
| NEE | New | NEXTERA ENERGY INC | $105,000 | – | 1,009 | +100.0% | 0.10% | – |
| MA | New | MASTERCARD INCcl a | $100,000 | – | 1,023 | +100.0% | 0.10% | – |
| AMGN | New | AMGEN INC | $100,000 | – | 618 | +100.0% | 0.10% | – |
| IBM | New | INTERNATIONAL BUSINESS MACHS | $98,000 | – | 716 | +100.0% | 0.09% | – |
| V | New | VISA INC COMcl a | $94,000 | – | 1,207 | +100.0% | 0.09% | – |
| VBR | New | VANGUARD INDEX FDSsm cp val etf | $89,000 | – | 896 | +100.0% | 0.08% | – |
| IJS | New | ISHARES TRsp smcp600vl etf | $87,000 | – | 802 | +100.0% | 0.08% | – |
| IR | New | INGERSOLL-RAND PLC | $86,000 | – | 1,553 | +100.0% | 0.08% | – |
| EPD | New | ENTERPRISE PRODS PARTNERS L | $84,000 | – | 3,268 | +100.0% | 0.08% | – |
| AEP | New | AMERICAN ELEC PWR INC | $83,000 | – | 1,433 | +100.0% | 0.08% | – |
| DIS | New | DISNEY WALT CO | $82,000 | – | 784 | +100.0% | 0.08% | – |
| NVS | New | NOVARTIS A G SPONSOREDadr | $79,000 | – | 922 | +100.0% | 0.08% | – |
| VBK | New | VANGUARD INDEX FDSsml cp grw etf | $78,000 | – | 639 | +100.0% | 0.07% | – |
| AXP | New | AMERICAN EXPRESS CO | $77,000 | – | 1,112 | +100.0% | 0.07% | – |
| IWD | New | ISHARES TRrus 1000 val etf | $76,000 | – | 775 | +100.0% | 0.07% | – |
| VOE | New | VANGUARD INDEX FDSmcap vl idxvip | $73,000 | – | 854 | +100.0% | 0.07% | – |
| IJJ | New | ISHARES TRs&p mc 400vl etf | $70,000 | – | 594 | +100.0% | 0.07% | – |
| PBCT | New | PEOPLES UNITED FINANCIAL INC | $69,000 | – | 4,292 | +100.0% | 0.07% | – |
| VOT | New | VANGUARD INDEX FDSmcap gr idxvip | $65,000 | – | 650 | +100.0% | 0.06% | – |
| IJT | New | ISHARES TRsp smcp600gr etf | $64,000 | – | 514 | +100.0% | 0.06% | – |
| VHT | New | VANGUARD WORLD FDShealth car etf | $64,000 | – | 485 | +100.0% | 0.06% | – |
| APU | New | AMERIGAS PARTNERS L P UNITl p int | $60,000 | – | 1,737 | +100.0% | 0.06% | – |
| CVX | New | CHEVRON CORP NEW | $60,000 | – | 666 | +100.0% | 0.06% | – |
| EMC | New | E M C CORP MASS | $59,000 | – | 2,314 | +100.0% | 0.06% | – |
| BBBY | New | BED BATH & BEYOND INC | $58,000 | – | 1,209 | +100.0% | 0.06% | – |
| FOXA | New | TWENTY FIRST CENTY FOX INCcl a | $55,000 | – | 2,012 | +100.0% | 0.05% | – |
| GOOGL | New | ALPHABET INCcap stk cl a | $54,000 | – | 69 | +100.0% | 0.05% | – |
| PKW | New | POWERSHARES ETF TRUSdyna buybk ach | $54,000 | – | 1,185 | +100.0% | 0.05% | – |
| HON | New | HONEYWELL INTL INC | $52,000 | – | 500 | +100.0% | 0.05% | – |
| BA | New | BOEING CO | $53,000 | – | 366 | +100.0% | 0.05% | – |
| GILD | New | GILEAD SCIENCES INC | $48,000 | – | 474 | +100.0% | 0.05% | – |
| GLD | New | SPDR GOLD TRUST | $48,000 | – | 470 | +100.0% | 0.05% | – |
| VGT | New | VANGUARD WORLD FDSinf tech etf | $47,000 | – | 435 | +100.0% | 0.04% | – |
| TD | New | TORONTO DOMINION BK ONT | $45,000 | – | 1,152 | +100.0% | 0.04% | – |
| GOOG | New | ALPHABET INCcap stk cl c | $45,000 | – | 59 | +100.0% | 0.04% | – |
| VUG | New | VANGUARD INDEX FDSgrowth etf | $44,000 | – | 415 | +100.0% | 0.04% | – |
| EOT | New | EATON VANCE NATL MUN OPPORT COM | $43,000 | – | 2,000 | +100.0% | 0.04% | – |
| SBUX | New | STARBUCKS CORP | $43,000 | – | 723 | +100.0% | 0.04% | – |
| ALB | New | ALBEMARLE CORP | $41,000 | – | 739 | +100.0% | 0.04% | – |
| SHY | New | ISHARES TR1-3 yr tr bd etf | $40,000 | – | 575 | +100.0% | 0.04% | – |
| SYY | New | SYSCO CORP | $40,000 | – | 978 | +100.0% | 0.04% | – |
| ORCL | New | ORACLE CORP | $38,000 | – | 1,027 | +100.0% | 0.04% | – |
| ITA | New | ISHARES TRu.s. aer&def etf | $36,000 | – | 309 | +100.0% | 0.03% | – |
| NGG | New | NATIONAL GRID PLC SPONadr | $35,000 | – | 510 | +100.0% | 0.03% | – |
| CLX | New | CLOROX CO DEL | $35,000 | – | 272 | +100.0% | 0.03% | – |
| O | New | REALTY INCOME CORP | $34,000 | – | 660 | +100.0% | 0.03% | – |
| LG | New | LACLEDE GROUP INC | $33,000 | – | 559 | +100.0% | 0.03% | – |
| MOO | New | MARKET VECTORS ETF TRagribus etf | $33,000 | – | 700 | +100.0% | 0.03% | – |
| ALLE | New | ALLEGION PUB LTD CO ORD | $33,000 | – | 506 | +100.0% | 0.03% | – |
| UNP | New | UNION PAC CORP | $31,000 | – | 400 | +100.0% | 0.03% | – |
| ZBH | New | ZIMMER BIOMET HLDGS INC | $30,000 | – | 294 | +100.0% | 0.03% | – |
| ANTM | New | ANTHEM INC | $29,000 | – | 209 | +100.0% | 0.03% | – |
| MYI | New | BLACKROCK MUNIYIELD QLTY FD | $29,000 | – | 2,000 | +100.0% | 0.03% | – |
| IXN | New | ISHARES TRglobal tech etf | $28,000 | – | 285 | +100.0% | 0.03% | – |
| URI | New | UNITED RENTALS INC | $28,000 | – | 380 | +100.0% | 0.03% | – |
| TRV | New | TRAVELERS COMPANIES INC | $28,000 | – | 250 | +100.0% | 0.03% | – |
| TEL | New | TE CONNECTIVITY LTD | $27,000 | – | 417 | +100.0% | 0.03% | – |
| IJK | New | ISHARES TRs&p mc 400gr etf | $26,000 | – | 163 | +100.0% | 0.02% | – |
| IYJ | New | ISHARES TRu.s. inds etf | $26,000 | – | 255 | +100.0% | 0.02% | – |
| BCSPRCCL | New | BARCLAYS BANK PLCads7.75%pfd s4 | $26,000 | – | 1,000 | +100.0% | 0.02% | – |
| HSBCPRA | New | HSBC HLDGS PLCadr a 1/40pf a | $26,000 | – | 1,000 | +100.0% | 0.02% | – |
| GS | New | GOLDMAN SACHS GROUP INC | $26,000 | – | 1,000 | +100.0% | 0.02% | – |
| FCHPRA | New | FELCOR LODGING TR INCpfd cv a $1.95 | $25,000 | – | 1,000 | +100.0% | 0.02% | – |
| AMP | New | AMERIPRISE FINL INC | $25,000 | – | 233 | +100.0% | 0.02% | – |
| IYR | New | ISHARES TRu.s. real es etf | $25,000 | – | 331 | +100.0% | 0.02% | – |
| APLE | New | APPLE HOSPITALITY REIT INC | $24,000 | – | 1,178 | +100.0% | 0.02% | – |
| PSX | New | PHILLIPS 66 | $22,000 | – | 268 | +100.0% | 0.02% | – |
| MMC | New | MARSH & MCLENNAN COS INC | $22,000 | – | 394 | +100.0% | 0.02% | – |
| GD | New | GENERAL DYNAMICS CORP | $21,000 | – | 150 | +100.0% | 0.02% | – |
| MDYV | New | SPDR SERIES TRUSTs&p 400 mdcp val | $19,000 | – | 253 | +100.0% | 0.02% | – |
| SLB | New | SCHLUMBERGER LTD | $18,000 | – | 254 | +100.0% | 0.02% | – |
| WEC | New | WEC ENERGY GROUP INC | $17,000 | – | 341 | +100.0% | 0.02% | – |
| IYZ | New | ISHARES TR U.S. | $16,000 | – | 545 | +100.0% | 0.02% | – |
| TWX | New | TIME WARNER INC | $16,000 | – | 243 | +100.0% | 0.02% | – |
| MVV | New | PROSHARES TR PSHS ULTmcap400 | $16,000 | – | 229 | +100.0% | 0.02% | – |
| BME | New | BLACKROCK HEALTH SCIENCES TR | $14,000 | – | 351 | +100.0% | 0.01% | – |
| CSCO | New | CISCO SYS INC | $14,000 | – | 500 | +100.0% | 0.01% | – |
| SPXL | New | DIREXION SHS ETF TRdrx s&p500bull | $14,000 | – | 173 | +100.0% | 0.01% | – |
| NWS | New | NEWS CORP NEWcl b | $14,000 | – | 1,006 | +100.0% | 0.01% | – |
| SRE | New | SEMPRA ENERGY | $13,000 | – | 136 | +100.0% | 0.01% | – |
| SWK | New | STANLEY BLACK & DECKER INC | $13,000 | – | 500 | +100.0% | 0.01% | – |
| ED | New | CONSOLIDATED EDISON INC | $13,000 | – | 200 | +100.0% | 0.01% | – |
| TEVA | New | TEVA PHARMACEUTICAL INDS LTDltd | $13,000 | – | 200 | +100.0% | 0.01% | – |
| IWF | New | ISHARES TRrus 1000 grw etf | $13,000 | – | 135 | +100.0% | 0.01% | – |
| ALL | New | ALLSTATE CORP | $12,000 | – | 188 | +100.0% | 0.01% | – |
| HPE | New | HEWLETT PACKARD ENTERPRISE C COM A | $12,000 | – | 797 | +100.0% | 0.01% | – |
| TXN | New | TEXAS INSTRS INC | $11,000 | – | 200 | +100.0% | 0.01% | – |
| C | New | CITIGROUP INC | $10,000 | – | 196 | +100.0% | 0.01% | – |
| QCOM | New | QUALCOMM INC | $10,000 | – | 200 | +100.0% | 0.01% | – |
| RY | New | ROYAL BK CDA MONTREAL QUE | $11,000 | – | 200 | +100.0% | 0.01% | – |
| SCG | New | SCANA CORP NEW | $9,000 | – | 153 | +100.0% | 0.01% | – |
| QQQ | New | POWERSHARES QQQ TRUSTunit ser 1 | $9,000 | – | 83 | +100.0% | 0.01% | – |
| IBB | New | ISHARES TRnasdq biotec etf | $9,000 | – | 27 | +100.0% | 0.01% | – |
| HPQ | New | HP INC | $9,000 | – | 797 | +100.0% | 0.01% | – |
| DHR | New | DANAHER CORP DEL | $9,000 | – | 101 | +100.0% | 0.01% | – |
| JNK | New | SPDR SERIES TRUST BRChgh yld bd | $8,000 | – | 221 | +100.0% | 0.01% | – |
| NWSA | New | NEWS CORP NEWcl a | $7,000 | – | 503 | +100.0% | 0.01% | – |
| PTY | New | PIMCO CORPORATE & INCOME OPP | $7,000 | – | 500 | +100.0% | 0.01% | – |
| AFL | New | AFLAC INC | $6,000 | – | 100 | +100.0% | 0.01% | – |
| AN | New | AUTONATION INC | $6,000 | – | 100 | +100.0% | 0.01% | – |
| DIA | New | SPDR DOW JONES INDL AVRG ETFut ser 1 | $6,000 | – | 35 | +100.0% | 0.01% | – |
| DOV | New | DOVER CORP | $6,000 | – | 100 | +100.0% | 0.01% | – |
| MS | New | MORGAN STANLEY | $5,000 | – | 158 | +100.0% | 0.01% | – |
| XLE | New | SELECT SECTOR SPDR TRsbi int-energy | $5,000 | – | 85 | +100.0% | 0.01% | – |
| DFS | New | DISCOVER FINL SVCS | $4,000 | – | 79 | +100.0% | 0.00% | – |
| PCL | New | PLUM CREEK TIMBER CO INC | $3,000 | – | 68 | +100.0% | 0.00% | – |
| NI | New | NISOURCE INC | $3,000 | – | 160 | +100.0% | 0.00% | – |
| HPT | New | HOSPITALITY PPTYS TR | $3,000 | – | 100 | +100.0% | 0.00% | – |
| GXP | New | GREAT PLAINS ENERGY INC | $3,000 | – | 100 | +100.0% | 0.00% | – |
| CPGX | New | COLUMBIA PIPELINE GROUP INC | $3,000 | – | 160 | +100.0% | 0.00% | – |
| RBSPRTCL | New | ROYAL BK SCOTLAND GROUP PLC SPadr pref t | $3,000 | – | 100 | +100.0% | 0.00% | – |
| AMAT | New | APPLIED MATLS INC | $2,000 | – | 100 | +100.0% | 0.00% | – |
| XEL | New | XCEL ENERGY INC | $2,000 | – | 66 | +100.0% | 0.00% | – |
| NS | New | NUSTAR ENERGY LP UNIT | $1,000 | – | 33 | +100.0% | 0.00% | – |
| BAC | New | BANK AMER CORP | $1,000 | – | 80 | +100.0% | 0.00% | – |
| NYT | New | NEW YORK TIMES COcl a | $1,000 | – | 100 | +100.0% | 0.00% | – |
| DUK | New | DUKE ENERGY CORP NEW | $1,000 | – | 11 | +100.0% | 0.00% | – |
| XLB | New | SELECT SECTOR SPDR TRsbi materials | $1,000 | – | 27 | +100.0% | 0.00% | – |
| AIGWS | New | AMERICAN INTL GROUP INC*w exp 01/19/202 | $0 | – | 4 | +100.0% | 0.00% | – |
| TA | New | TRAVELCENTERS AMER LLC | $0 | – | 10 | +100.0% | 0.00% | – |
| SE | New | SPECTRA ENERGY CORP | $0 | – | 16 | +100.0% | 0.00% | – |
| RMR | New | RMR GROUP INCcl a | $0 | – | 1 | +100.0% | 0.00% | – |
| EFA | New | ISHARES TRmsci eafe etf | $0 | – | 89 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-08-04
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 32 | Q3 2023 | 19.6% |
| SPDR S&P 500 ETF TR | 32 | Q3 2023 | 15.0% |
| ISHARES TR | 32 | Q3 2023 | 5.4% |
| ISHARES TR CORE | 32 | Q3 2023 | 5.4% |
| ISHARES TR | 32 | Q3 2023 | 3.5% |
| SELECT SECTOR SPDR TR | 32 | Q3 2023 | 2.7% |
| ISHARES TR | 32 | Q3 2023 | 2.2% |
| SELECT SECTOR SPDR TR | 32 | Q3 2023 | 2.3% |
| MICROSOFT CORP | 32 | Q3 2023 | 3.3% |
| PROCTER & GAMBLE CO | 32 | Q3 2023 | 2.9% |
View Jackson, Grant Investment Advisers, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-04-28 |
| 13F-HR | 2022-01-24 |
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.