Jackson Wealth Management, LLC
Q2 2025 13F Holdings
- Locationlake mary, FL
- Num holdings
168
- Value ($000)
$918,927
- Date Filed07/21/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
UNITED STATES TREAS BILLS | TSRYS58798 | 912797MH7 | $95.02M | 10 % | 95,761,000 | ||
MSFT MICROSOFT CORP COM | MSFT | 594918104 | $65.87M | 7 % | 132,422 | ||
SCHWAB VALUE ADVANTAGE MONEY INV | SWVXX | 808515605 | $60.41M | 7 % | 60,409,348 | ||
AVGO BROADCOM INC COM | AVGO | 11135F101 | $46.86M | 5 % | 170,007 | ||
AAPL APPLE INC COM | AAPL | 037833100 | $40.98M | 5 % | 199,737 | ||
KRE SPDR SERIES TRUST PORTFOLIO S&P500 | SPLG | 78464A854 | $36.59M | 4 % | 503,396 | ||
VOO VANGUARD INDEX FDS S&P 500 ETF SHS | VOO | 922908363 | $34.65M | 4 % | 61,006 | ||
SWOXX SCHWAB CHARLES FAMIL MUNI MONEY | 0 | 808515753 | $22.74M | 3 % | 22,737,391 | ||
IVV ISHARES TR CORE S&P500 ETF | IVV | 464287200 | $20.32M | 2 % | 32,722 | ||
KLAC KLA CORP COM NEW | KLAC | 482480100 | $19.54M | 2 % | 21,818 |
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