Jackson Wealth Management, LLC
Q1 2025 13F Holdings
- Locationlake mary, FL
- Num holdings
169
- Value ($000)
$823,190
- Date Filed04/29/2025
- Form type13F-HR
- CIK0001536799
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
US TREASURY BILL25U S T BILL DUE 06/03/25 | TSRYS59892 | 912797PL5 | $89.42M | 11 % | 90,080,000 | ||
SCHWAB VALUE ADVANTAGE MONEY INV | SWVXX | 808515605 | $58.58M | 7 % | 58,576,367 | ||
MSFT MICROSOFT CORP COM | MSFT | 594918104 | $50.40M | 6 % | 134,267 | ||
AAPL APPLE INC COM | AAPL | 037833100 | $44.72M | 5 % | 201,301 | ||
VOO VANGUARD INDEX FDS S&P 500 ETF SHS | VOO | 922908363 | $30.27M | 4 % | 58,900 | ||
AVGO BROADCOM INC COM | AVGO | 11135F101 | $29.44M | 4 % | 175,816 | ||
SPY SPDR S&P 500 ETF TR TR UNIT | SPY | 78462F103 | $21.92M | 3 % | 39,193 | ||
COST COSTCO WHSL CORP NEW COM | COST | 22160K105 | $19.25M | 2 % | 20,359 | ||
SWOXX SCHWAB CHARLES FAMIL MUNI MONEY | 0 | 808515753 | $19.00M | 2 % | 19,002,070 | ||
IVV ISHARES TR CORE S&P500 ETF | IVV | 464287200 | $18.26M | 2 % | 32,495 |
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