$125 Million is the total value of Jackson, Grant Investment Advisers, Inc.'s 177 reported holdings in Q1 2017. The portfolio turnover from Q4 2016 to Q1 2017 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ENB | New | ENBRIDGE INC | $146,000 | – | 3,491 | +100.0% | 0.12% | – |
| PPL | New | PPL CORP | $33,000 | – | 881 | +100.0% | 0.03% | – |
| BCSPRDCL | New | BARCLAYS BANK PLCadr pfd sr 5 | $21,000 | – | 800 | +100.0% | 0.02% | – |
| BBT | New | BB&T CORP | $18,000 | – | 400 | +100.0% | 0.01% | – |
| BX | New | BLACKSTONE GROUP L P | $15,000 | – | 500 | +100.0% | 0.01% | – |
| NUE | New | NUCOR CORP | $12,000 | – | 200 | +100.0% | 0.01% | – |
| TRGP | New | TARGA RES CORP | $8,000 | – | 126 | +100.0% | 0.01% | – |
| RPG | New | RYDEX ETF TRUSTgug s&p500 pu gr | $8,000 | – | 92 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-05-02
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.