Jackson, Grant Investment Advisers, Inc. - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on January 27, 2026, for the 2025 Q4 period, Jackson, Grant Investment Advisers, Inc. held in its portfolio 388 assets valued at $303,721,528 (i.e. $303.72M).

The most valuable assets in the portfolio included: SPDR S&P 500 ETF TR ($40.75M), SPDR SERIES TRUST ($35.00M), and INVESCO EXCHANGE TRADED FD T ($29.96M).

The chart below shows the top 10 valuable assets, and the table below shows the top 388 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in Jackson, Grant Investment Advisers, Inc. Portfolio
SPDR S&P 500 ETF TR
SPDR SERIES TRUST
INVESCO EXCHANGE TRADED FD T
VANGUARD SPECIALIZED FUNDS
VANGUARD INDEX FDS
MICROSOFT CORP
INVESCO EXCH TRADED FD TR II
ABBVIE INC
APPLE INC
VANGUARD INDEX FDS
Jackson, Grant Investment Advisers, Inc. - Stock Holdings in 13F Filings (SEC)
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Name of Issuer No. of Shares Value ($) Class
SPDR S&P 500 ETF TR 59756 40748555 TR UNIT
SPDR SERIES TRUST 301183 35002033 STATE STREET SPD
INVESCO EXCHANGE TRADED FD T 156374 29955033 S&P500 EQL WGT
VANGUARD SPECIALIZED FUNDS 100388 22063167 DIV APP ETF
VANGUARD INDEX FDS 51008 14803431 MID CAP ETF
MICROSOFT CORP 18384 8890742 COM
INVESCO EXCH TRADED FD TR II 111853 7988560 S&P500 LOW VOL
ABBVIE INC 31197 7128148 COM
APPLE INC 21166 5754163 COM
VANGUARD INDEX FDS 9160 5744316 S&P 500 ETF SHS
ISHARES TR 38927 5494107 SELECT DIVID ETF
ISHARES TR 51980 5191762 CORE US AGGBD ET
SELECT SECTOR SPDR TR 42593 4641384 STATE STREET CON
ISHARES TR 6584 4509486 CORE S&P500 ETF
ISHARES TR 131784 4080039 PFD AND INCM SEC
PROCTER AND GAMBLE CO 27570 3951056 COM
SELECT SECTOR SPDR TR 24210 3747701 STATE STREET HEA
TJX COS INC NEW 22125 3398627 COM
PROSHARES TR 29837 3105089 S&P 500 DV ARIST
VANGUARD INDEX FDS 9079 3044050 TOTAL STK MKT
ELI LILLY & CO 2755 2961180 COM
JOHNSON & JOHNSON 13912 2879000 COM
MCDONALDS CORP 7597 2321891 COM
ISHARES TR 9046 2226643 RUSSELL 2000 ETF
EXXON MOBIL CORP 17294 2081120 COM
WALMART INC 18076 2013854 COM
INVESCO QQQ TR 3203 1967428 UNIT SER 1
BERKSHIRE HATHAWAY INC DEL 3680 1849920 CL B NEW
SELECT SECTOR SPDR TR 12791 1841544 STATE STREET TEC
VANGUARD INDEX FDS 3702 1806179 GROWTH ETF
COCA COLA CO 23555 1646743 COM
ISHARES TR 5056 1633200 RUS 2000 GRW ETF
EMERSON ELEC CO 11478 1523380 COM
BERKSHIRE HATHAWAY INC DEL 2 1509600 CL A
ISHARES TR 11876 1444259 CORE HIGH DV ETF
MERCK & CO INC 13456 1416393 COM
SELECT SECTOR SPDR TR 24206 1325773 STATE STREET FIN
INVESCO EXCH TRADED FD TR II 116840 1313282 PFD ETF
VANGUARD WORLD FD 1665 1254866 INF TECH ETF
NVIDIA CORPORATION 6670 1244037 COM
INTERNATIONAL BUSINESS MACHS 3568 1057007 COM
AMAZON COM INC 4513 1041691 COM
ABBOTT LABS 7991 1001230 COM
SELECT SECTOR SPDR TR 23256 992785 STATE STREET UTI
DEERE & CO 2081 968707 COM
ALPHABET INC 3071 963716 CAP STK CL C
SPDR GOLD TR 2324 921024 GOLD SHS
VANGUARD INDEX FDS 4760 909085 VALUE ETF
ISHARES TR 5528 871707 MICRO-CAP ETF
ISHARES TR 7002 863096 S&P 500 GRWT ETF
PROSHARES TR 10149 854741 S&P MDCP 400 DIV
ALPHABET INC 2728 853747 CAP STK CL A
VANGUARD WHITEHALL FDS 5647 810491 HIGH DIV YLD
PEPSICO INC 5498 789028 COM
BROADCOM INC 2277 787903 COM
AMGEN INC 2380 778969 COM
UNITEDHEALTH GROUP INC 2338 771884 COM
CHEVRON CORP NEW 4901 746917 COM
HOME DEPOT INC 2166 745219 COM
ISHARES TR 3429 727218 S&P 500 VAL ETF
CISCO SYS INC 8577 660710 COM
CORNING INC 7496 656346 COM
VANGUARD MUN BD FDS 12682 637788 TAX EXEMPT BD
AT&T INC 24818 616481 COM
ASML HOLDING N V 574 614100 N Y REGISTRY SHS
VANGUARD BD INDEX FDS 8284 613605 TOTAL BND MRKT
ISHARES TR 2811 558249 MSCI USA QLT FCT
JPMORGAN CHASE & CO. 1700 547617 COM
BLACKROCK ENHANCED EQUITY DI 51211 485481 COM
THOMSON REUTERS CORP 3664 484211 COM
DISNEY WALT CO 4169 474338 COM
NUVEEN S&P 500 BUY-WRITE INC 32004 470457 COM
BANK NEW YORK MELLON CORP 4037 468655 COM
ISHARES TR 2168 455945 RUS 1000 VAL ETF
PHILIP MORRIS INTL INC 2792 447900 COM
COLGATE PALMOLIVE CO 5564 439648 COM
VISA INC 1229 431176 COM CL A
NEXTERA ENERGY INC 4926 395423 COM
GOLDMAN SACHS ETF TR 4485 381763 EQUAL WEIGHT US
META PLATFORMS INC 577 380872 CL A
ORACLE CORP 1951 380237 COM
RTX CORPORATION 2068 379225 COM
CSX CORP 10087 365656 COM
DIMENSIONAL ETF TRUST 8990 355914 US CORE EQUITY 2
BRISTOL-MYERS SQUIBB CO 6566 354148 COM
NORFOLK SOUTHN CORP 1221 352527 COM
PRINCIPAL FINANCIAL GROUP IN 3995 352399 COM
VANGUARD INDEX FDS 1242 346773 MCAP GR IDXVIP
BANK AMERICA CORP 6280 345379 COM
D R HORTON INC 2242 322985 COM
AMERICAN ELEC PWR CO INC 2636 304000 COM
HONEYWELL INTL INC 1482 289105 COM
CATERPILLAR INC 500 286435 COM
SPROTT ASSET MANAGEMENT LP 6206 284235 PHYSICAL GOLD AN
WELLS FARGO CO NEW 3047 283980 COM
ISHARES TR 1776 264102 CORE S&P TTL STK
VANGUARD WORLD FD 574 236930 MEGA GRWTH IND
VANGUARD INDEX FDS 1106 234253 SM CP VAL ETF
GENERAL DYNAMICS CORP 685 230701 COM
ISHARES TR 4012 228523 CRE U S REIT ETF
PROSHARES TR 3441 227377 RUSS 2000 DIVD
PFIZER INC 8990 223852 COM
ALTRIA GROUP INC 3837 221238 COM
ISHARES TR 1885 214326 SP SMCP600VL ETF
KIMBERLY-CLARK CORP 2109 212787 COM
CANADIAN PACIFIC KANSAS CITY 2880 212333 COM
ILLINOIS TOOL WKS INC 855 210600 COM
STRYKER CORPORATION 583 204832 COM
SOUTHERN CO 2280 198794 COM
VANGUARD SCOTTSDALE FDS 1600 194800 VNG RUS1000GRW
SPDR DOW JONES INDL AVERAGE 403 193600 UT SER 1
VANGUARD INDEX FDS 1075 190635 MCAP VL IDXVIP
ISHARES TR 1438 189261 S&P MC 400VL ETF
VANGUARD INTL EQUITY INDEX F 2571 189126 ALLWRLD EX US
TRAVELERS COMPANIES INC 651 188854 COM
ISHARES TR 1542 185312 CORE S&P SCP ETF
CONSOLIDATED EDISON INC 1857 184448 COM
GLOBAL X FDS 3749 179171 US INFR DEV ETF
AUTOZONE INC 52 176358 COM
ALLSTATE CORP 843 175527 COM
XCEL ENERGY INC 2376 175491 COM
VERIZON COMMUNICATIONS INC 4240 172686 COM
ISHARES TR 2500 165000 CORE S&P MCP ETF
VANGUARD INDEX FDS 544 164364 SML CP GRW ETF
ISHARES TR 1136 160313 S&P SML 600 GWT
MEDTRONIC PLC 1637 157219 SHS
PROGRESSIVE CORP 685 155988 COM
FIDELITY COVINGTON TRUST 6291 155828 MSCI ENERGY IDX
SPDR S&P MIDCAP 400 ETF TR 258 155650 UTSER1 S&PDCRP
LOWES COS INC 607 146384 COM
GOLDMAN SACHS GROUP INC 163 143277 COM
ISHARES TR 845 141831 CORE S&P US GWT
EATON CORP PLC 435 138552 SHS
AUTOMATIC DATA PROCESSING IN 536 137802 COM
GILEAD SCIENCES INC 1107 135821 COM
COSTCO WHSL CORP NEW 157 135387 COM
FEDERAL RLTY INVT TR NEW 1333 134380 SH BEN INT NEW
TIDAL TRUST II 2278 134311 ROUNDHILL GENER
FIRST TR EXCHANGE-TRADED FD 3000 133020 SHS
ADVANCED MICRO DEVICES INC 616 131923 COM
MARRIOTT INTL INC NEW 400 124096 CL A
YUM BRANDS INC 796 120491 COM
GE AEROSPACE 387 119208 COM NEW
DOLBY LABORATORIES INC 1839 118105 COM CL A
TEXAS INSTRS INC 669 116094 COM
UNION PAC CORP 501 115862 COM
COMCAST CORP NEW 3862 115442 CL A
VULCAN MATLS CO 400 114088 COM
VANGUARD WORLD FD 376 108232 HEALTH CAR ETF
ACCENTURE PLC IRELAND 396 106249 SHS CLASS A
MASTERCARD INCORPORATED 183 104733 CL A
VANGUARD TAX-MANAGED FDS 1620 101192 VAN FTSE DEV MKT
MONDELEZ INTL INC 1848 99492 CL A
CONSTELLATION ENERGY CORP 272 96089 COM
GRAYSCALE BITCOIN TRUST ETF 1387 94815 SHS REP COM UT
PPG INDS INC 923 94566 COM
LIGAND PHARMACEUTICALS INC 500 94535 COM NEW
WASTE MGMT INC DEL 424 93258 COM
CITIGROUP INC 794 92652 COM NEW
S&P GLOBAL INC 168 87795 COM
MARSH & MCLENNAN COS INC 465 86313 COM
BLACKROCK ENHANCED GLOBAL DI 7365 86244 COM
BARRICK MNG CORP 1962 85442 COM SHS
US BANCORP DEL 1600 85390 COM NEW
SELECT SECTOR SPDR TR 536 83075 STATE STREET IND
ISHARES TR 1190 82610 CORE DIV GRWTH
KLA CORP 66 80195 COM NEW
VANGUARD INDEX FDS 251 78915 LARGE CAP ETF
VANGUARD INTL EQUITY INDEX F 557 78626 TT WRLD ST ETF
CARRIER GLOBAL CORPORATION 1455 76863 COM
VANGUARD WORLD FD 410 75895 UTILITIES ETF
AMERICAN EXPRESS CO 203 75100 COM
DUKE ENERGY CORP NEW 636 74542 COM NEW
ISHARES TR 690 73906 NATIONAL MUN ETF
UNITED RENTALS INC 89 72029 COM
CALIFORNIA WTR SVC GROUP 1661 71965 COM
ISHARES TR 722 69957 S&P MC 400GR ETF
SNAP ON INC 200 68920 COM
ISHARES TR 144 68124 RUS 1000 GRW ETF
ESSENTIAL UTILS INC 1695 65021 COM
LPL FINL HLDGS INC 181 64648 COM
GE VERNOVA INC 96 62743 COM
ARCHER DANIELS MIDLAND CO 1043 59962 COM
EVERSOURCE ENERGY 874 58876 COM
QUALCOMM INC 344 58841 COM
NEWMONT CORP 589 58770 COM
GENERAL MLS INC 1264 58763 COM
CONOCOPHILLIPS 609 57008 COM
TRACTOR SUPPLY CO 1110 55511 COM
VANGUARD INDEX FDS 214 55318 SMALL CP ETF
ENBRIDGE INC 1087 52082 COM
ROYAL BK CDA 303 51736 COM
BANK NOVA SCOTIA HALIFAX 700 51583 COM
DELL TECHNOLOGIES INC 401 50478 CL C
DIMENSIONAL ETF TRUST 1539 50371 WORLD EX US CORE
COGNIZANT TECHNOLOGY SOLUTIO 602 49966 CL A
METLIFE INC 628 49574 COM
ZOETIS INC 369 46428 CL A
AECOM 487 46426 COM
ETF SER SOLUTIONS 1022 46360 HOYA CAP HOUSI
SELECT SECTOR SPDR TR 389 45793 STATE STREET COM
PHILLIPS 66 350 45164 COM
NORTHWEST NAT HLDG CO 961 44916 COM
NORTHROP GRUMMAN CORP 76 43336 COM
ISHARES INC 630 42380 CORE MSCI EMKT
VANGUARD STAR FDS 545 41097 VG TL INTL STK F
NXP SEMICONDUCTORS N V 189 41024 COM
OTIS WORLDWIDE CORP 464 40531 COM
QNITY ELECTRONICS INC 487 39764 COMMON STOCK
PNC FINL SVCS GROUP INC 190 39659 COM
DUPONT DE NEMOURS INC 976 39235 COM
3M CO 243 38834 COM
ROYAL CARIBBEAN GROUP 136 37933 COM
STANLEY BLACK & DECKER INC 500 37140 COM
EXELON CORP 817 35613 COM
INTERCONTINENTAL EXCHANGE IN 217 35145 COM
NEW GOLD INC CDA 4000 34840 COM
TESLA INC 77 34628 COM
RLJ LODGING TR 1358 33813 CUM CONV PFD A
DOVER CORP 172 33664 COM
AMPLIFY ETF TR 590 33546 BLOCKCHAIN TECHN
SCHWAB STRATEGIC TR 1264 33166 US BRD MKT ETF
GRAYSCALE BITCOIN MINI TR ET 849 32882 SHS NEW
EDWARDS LIFESCIENCES CORP 385 32821 COM
INVESCO EXCHANGE TRADED FD T 204 31953 AEROSPACE DEFN
DECKERS OUTDOOR CORP 300 31101 COM
NUTRIEN LTD 500 30906 COM
VANGUARD INDEX FDS 142 29682 EXTEND MKT ETF
NOVO-NORDISK A S 561 28544 ADR
YUM CHINA HLDGS INC 596 28430 COM
NIKE INC 441 28096 CL B
CORTEVA INC 413 27683 COM
STARWOOD PPTY TR INC 1500 27015 COM
DIGITAL RLTY TR INC 173 26765 COM
VANECK ETF TRUST 73 26417 SEMICONDUCTR ETF
ELECTRONIC ARTS INC 126 25746 COM
PHILLIPS EDISON & CO INC 716 25468 COMMON STOCK
ASTRAZENECA PLC 269 24707 SPONSORED ADR
L3HARRIS TECHNOLOGIES INC 83 24366 COM
INGERSOLL RAND INC 306 24241 COM
ADOBE INC 68 23799 COM
CAMECO CORP 248 22690 COM
TAIWAN SEMICONDUCTOR MFG LTD 73 22184 SPONSORED ADS
TC ENERGY CORP 393 21677 COM
INVESCO EXCHANGE TRADED FD T 461 21540 S&P500 PUR GWT
SCHWAB STRATEGIC TR 770 21127 US DIVIDEND EQ
FIRST TR EXCHANGE TRADED FD 300 20841 RISNG DIVD ACHIV
AMPLIFY ETF TR 236 18972 AMPLIFY CYBERSEC
AGNICO EAGLE MINES LTD 112 18920 COM
NETFLIX INC 200 18752 COM
WILLIAMS COS INC 300 18033 COM
VANGUARD WORLD FD 60 17974 INDUSTRIAL ETF
MORGAN STANLEY 100 17753 COM NEW
BLACKSTONE INC 114 17600 COM
FIRST TR EXCHANGE TRADED FD 734 17337 BUYWRIT INCM ETF
ELEVANCE HEALTH INC FORMERLY 49 17177 COM
PEMBINA PIPELINE CORP 450 17127 COM
LAM RESEARCH CORP 100 17118 COM NEW
BANK MONTREAL QUE 132 17089 COM
DOW INC 727 16997 COM
SOLSTICE ADVANCED MATLS INC 346 16809 COM SHS
CDW CORP 119 16208 COM
BROOKFIELD CORP 349 16047 CL A LTD VT SH
MADISON SQUARE GRDN SPRT COR 62 16036 CL A
REALTY INCOME CORP 283 15930 COM
MARATHON PETE CORP 97 15775 COM
WASTE CONNECTIONS INC 88 15456 COM
REINSURANCE GRP OF AMERICA I 71 14446 COM NEW
CUBESMART 400 14420 COM
CHARTER COMMUNICATIONS INC N 69 14404 CL A
BANCO BILBAO VIZCAYA ARGENTA 604 14079 SPONSORED ADR
AGILENT TECHNOLOGIES INC 100 13607 COM
INVITATION HOMES INC 484 13450 COM
SONY GROUP CORP 505 12928 SPONSORED ADR
STATE STR CORP 100 12901 COM
KNIGHT-SWIFT TRANSN HLDGS IN 245 12809 CL A
AIR PRODS & CHEMS INC 50 12351 COM
SLB LIMITED 320 12282 COM STK
GENERAL MTRS CO 147 11954 COM
MID-AMER APT CMNTYS INC 85 11807 COM
CENTERPOINT ENERGY INC 300 11502 COM
INVESCO EXCHANGE TRADED FD T 151 11333 S&P500 QUALITY
VANGUARD WHITEHALL FDS 126 11297 INTL HIGH ETF
ISHARES TR 117 11197 MSCI EAFE ETF
JOHNSON CTLS INTL PLC 93 11137 SHS
REGENERON PHARMACEUTICALS 14 10806 COM
J P MORGAN EXCHANGE TRADED F 188 10744 EQUITY PREMIUM
BOOKING HOLDINGS INC 2 10711 COM
FEDEX CORP 37 10688 COM
GENPACT LIMITED 225 10526 SHS
SHELL PLC 142 10434 SPON ADS
KEYSIGHT TECHNOLOGIES INC 50 10160 COM
STARBUCKS CORP 119 10021 COM
VANGUARD INDEX FDS 113 9999 REAL ESTATE ETF
PPL CORP 285 9981 COM
VODAFONE GROUP PLC NEW 749 9894 SPONSORED ADR
ISHARES TR 101 9692 RUS MID CAP ETF
MICRON TECHNOLOGY INC 33 9419 COM
INVESCO EXCH TRADED FD TR II 246 9063 NASDAQNXTGEN100
MAGNA INTL INC 167 8901 COM
NEWS CORP NEW 340 8881 CL A
GLOBAL X FDS 296 8767 AUTONMOUS EV ETF
THERMO FISHER SCIENTIFIC INC 15 8692 COM
CUMMINS INC 17 8678 COM
AMPHENOL CORP NEW 64 8649 CL A
BLACKROCK INC 8 8563 COM
THE CIGNA GROUP 30 8257 COM
UBER TECHNOLOGIES INC 101 8253 COM
VERTEX PHARMACEUTICALS INC 18 8160 COM
LINDE PLC 19 8101 SHS
ISHARES TR 88 7829 CORE MSCI EAFE
BRITISH AMERN TOB PLC 138 7814 SPONSORED ADR
NOVARTIS AG 56 7721 SPONSORED ADR
PITNEY BOWES INC 720 7610 COM
ULTA BEAUTY INC 12 7260 COM
CBRE GROUP INC 44 7075 CL A
WW GRAINGER INC 7 7063 COM
SIMON PPTY GROUP INC NEW 38 7034 COM
GLOBAL X FDS 106 6883 LITHIUM BTRY ETF
INTUITIVE SURGICAL INC 12 6796 COM NEW
MOODYS CORP 13 6641 COM
ZIMMER BIOMET HOLDINGS INC 74 6614 COM
CITIZENS FINL GROUP INC 112 6542 COM
GRAYSCALE ETHEREUM TRUST ETF 263 6409 SHS
AUTONATION INC 31 6401 COM
SCHWAB CHARLES CORP 62 6194 COM
AMETEK INC 30 6159 COM
ISHARES TR 34 6152 RUS 2000 VAL ETF
HEWLETT PACKARD ENTERPRISE C 253 6077 COM
PACER FDS TR 210 6006 DATA AND INFRAST
AMERICAN INTL GROUP INC 70 5989 COM NEW
AUTODESK INC 20 5920 COM
SALESFORCE INC 22 5828 COM
TE CONNECTIVITY PLC 25 5688 ORD SHS
HP INC 253 5637 COM
WABTEC 26 5550 COM
REPUBLIC SVCS INC 26 5510 COM
SERVICENOW INC 35 5362 COM
NUCOR CORP 32 5220 COM
PENSKE AUTOMOTIVE GRP INC 32 5065 COM
TRANE TECHNOLOGIES PLC 13 5060 SHS
TEREX CORP NEW 94 5037 COM
PACCAR INC 45 4928 COM
DANAHER CORPORATION 21 4807 COM
PRUDENTIAL FINL INC 42 4741 COM
ROCKWELL AUTOMATION INC 12 4669 COM
M & T BK CORP 23 4634 COM
OMNIAB INC 2450 4533 COM
CINTAS CORP 24 4514 COM
INVESCO LTD 171 4492 SHS
PALO ALTO NETWORKS INC 24 4421 COM
DARDEN RESTAURANTS INC 24 4416 COM
EQUITABLE HLDGS INC 90 4289 COM
DIAMONDBACK ENERGY INC 28 4209 COM
CHENIERE ENERGY INC 21 4082 COM NEW
SCHWAB STRATEGIC TR 194 4050 US REIT ETF
INTUIT 6 3975 COM
ISHARES TR 28 3905 RUS MDCP VAL ETF
BROWN & BROWN INC 48 3826 COM
ICICI BANK LIMITED 125 3725 ADR
KINDER MORGAN INC DEL 134 3684 COM
CARDINAL HEALTH INC 16 3288 COM
SELECT SECTOR SPDR TR 66 3002 STATE STREET MAT
NASDAQ INC 30 2914 COM
BROADRIDGE FINL SOLUTIONS IN 13 2901 COM
FREEPORT-MCMORAN INC 57 2895 CL B
RAYMOND JAMES FINL INC 18 2891 COM
XYLEM INC 20 2724 COM
ANALOG DEVICES INC 10 2712 COM
HUNTINGTON BANCSHARES INC 150 2603 COM
ONEOK INC NEW 33 2426 COM
MARRIOTT VACATIONS WORLDWIDE 35 2019 COM
BAKER HUGHES COMPANY 43 1958 CL A
MARVELL TECHNOLOGY INC 22 1870 COM
SOUTHERN COPPER CORP 13 1865 COM
TERADYNE INC 9 1742 COM
KROGER CO 27 1687 COM
BERKLEY W R CORP 24 1683 COM
ISHARES TR 22 1595 EAFE VALUE ETF
QUEST DIAGNOSTICS INC 9 1562 COM
HALLIBURTON CO 54 1526 COM
OWENS CORNING NEW 12 1343 COM
SIX FLAGS ENTERTAINMENT CORP 85 1304 COM
KRAFT HEINZ CO 46 1116 COM
UNITED PARCEL SERVICE INC 10 992 CL B
LUMEN TECHNOLOGIES INC 117 909 COM
GRAYSCALE ETHEREUM MINI TR E 24 673 SHS NEW
FRANKLIN TEMPLETON ETF TR 2 120 US EQUITY INDEX