Jackson, Grant Investment Advisers, Inc. has disclosed 394 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2024-06-30. The current portfolio value is calculated to be $248.00 Mil. The turnover rate is 2%.
In Jackson, Grant Investment Advisers, Inc.'s current portfolio as of 2024-06-30, the top 5 holdings are
S&P 500 ETF TRUST ETF (SPY), SPDR Dividend ETF (SDY), Invesco S&P 500 Equal Weight ETF (RSP), Vanguard Dividend Appreciation FTF (VIG), Vanguard Mid-Cap ETF (VO), not including call and put options.
Jackson, Grant Investment Advisers, Inc. did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Jackson, Grant Investment Advisers, Inc., as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Jackson, Grant Investment Advisers, Inc., which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Jackson, Grant Investment Advisers, Inc..