Jackson, Grant Investment Advisers, Inc.
Q2 2025 13F Holdings
- Locationstamford, CT
- Num holdings
385
- Value ($000)
$272,338
- Date Filed07/17/2025
- Form type13F-HR
- CIK0001650300
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $37.52M | 14 % | 60,731 | ||
RSP INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $26.85M | 10 % | 147,713 | ||
KRE SPDR SERIES TRUST | S&P DIVID ETF | 78464A763 | $23.25M | 9 % | 171,313 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $20.80M | 8 % | 101,630 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $14.27M | 5 % | 51,006 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $8.22M | 3 % | 16,532 | ||
SPLV INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | 46138E354 | $7.72M | 3 % | 106,081 | ||
ABBV ABBVIE INC | COM | 00287Y109 | $5.81M | 2 % | 31,307 | ||
DVY ISHARES TR | SELECT DIVID ETF | 464287168 | $5.44M | 2 % | 40,926 | ||
KRE SPDR SERIES TRUST | PORTFOLIO S&P500 | 78464A854 | $5.34M | 2 % | 73,514 |
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