JW
| |
Jackson Wealth Management, LLC13F | |
| Jackson Wealth Management, LLC | |
| Last update 2025-04-29 | 101 Stocks (13 new) |
| Value $591.00 Mil | Turnover 10 % |
Jackson Wealth Management, LLC... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 134,267 | 50,402.0 | -0.48% | 8.530 | -0.04% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
AAPL | Apple Inc | 201,301 | 44,715.0 | -0.49% | 7.570 | -0.04% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
VOO | Vanguard S&P 500 ETF | 58,900 | 30,269.0 | -55.18% | 5.120 | -5.80% | 0.010 | +19.22% | +7.07% | 660,834.1 | ||
AVGO | Broadcom Inc | 175,816 | 29,437.0 | -2.98% | 4.980 | -0.19% | 0.000 | +66.10% | +22.87% | 1,332,681.5 | Semiconductors | |
SPY | SPDR S&P 500 ETF Trust | 39,193 | 21,924.0 | +551.59% | 3.710 | +3.14% | 0.000 | +19.57% | +7.72% | 643,289.7 | ||
COST | Costco Wholesale Corp | 20,359 | 19,255.0 | -1.58% | 3.260 | -0.04% | 0.000 | -4.25% | +4.03% | 421,724.5 | Retail - Defensive | |
IVV | iShares Core S&P 500 ETF | 32,495 | 18,259.0 | -0.24% | 3.090 | -0.01% | 0.000 | +19.29% | +7.13% | 634,518.9 | ||
SPLG | SPDR Portfolio S&P 500 ETF | 262,249 | 17,245.0 | +1.47% | 2.920 | +0.04% | 0.030 | +19.25% | +7.11% | 76,985.6 | ||
MA | Mastercard Inc | 30,643 | 16,796.0 | -1.59% | 2.840 | -0.04% | 0.000 | +6.97% | +5.42% | 501,860.7 | Credit Services | |
KLAC | KLA Corp | 21,977 | 14,940.0 | -0.96% | 2.530 | -0.02% | 0.020 | +47.12% | +48.46% | 123,132.6 | Semiconductors |
Jackson Wealth Management, LLC's Historical Top Holdings Breakdowns
Jackson Wealth Management, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Reduce Reduce | -5.80% | 507.05 ($540.58) 563.67 | $576.92 | 6.72% | Reduce -55.18% | 58,900 | -72,502 | |
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Add Add | +3.14% | 551.42 ($587.78) 612.93 | $627.58 | 6.77% | Add 551.59% | 39,193 | 33,178 | |
IWY | iShares Russell Top 200 Growth ETF | 2025-03-31 | Sold Out Sold Out | -1.27% | 210.19 ($230.05) 243.33 | $251.97 | 9.53% | Sold Out | 0 | -36,331 | |
VONE | Vanguard Russell 1000 Index Fund | 2025-03-31 | Sold Out Sold Out | -1.18% | 250.16 ($267.62) 279.43 | $285.48 | 6.67% | Sold Out | 0 | -29,719 | |
MGK | Vanguard Mega Cap Growth ETF | 2025-03-31 | Sold Out Sold Out | -0.86% | 307.43 ($337.36) 357.48 | $374.60 | 11.04% | Sold Out | 0 | -16,822 | |
IAK | iShares U.S. Insurance ETF | 2025-03-31 | New Buy New Buy | +0.85% | 121.85 ($130.69) 137.9 | $129.26 | -1.10% | New holding | 36,428 | 36,428 | |
FEZ | SPDR EURO Stoxx 50 ETF | 2025-03-31 | New Buy New Buy | +0.84% | 47.66 ($53.46) 57.45 | $59.24 | 10.81% | New holding | 91,533 | 91,533 | |
LLY | Eli Lilly and Co | 2025-03-31 | Reduce Reduce | -0.67% | 725.72 ($832.09) 929.72 | $771.71 | -7.26% | Reduce -93.13% | 432 | -5,853 | |
TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
| 2025-03-31 | New Buy New Buy | +0.65% | 165.25 ($194.34) 224.62 | $240.40 | 23.70% | New holding | 23,296 | 23,296 | |
ORCL | Oracle Corp | 2025-03-31 | Add Add | +0.58% | 139.81 ($162.81) 186.47 | $245.45 | 50.76% | Add 283.97% | 33,321 | 24,643 |
Jackson Wealth Management, LLC Total Holding History ($B)
Jackson Wealth Management, LLC's Asset Allocation
Jackson Wealth Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Jackson Wealth Management, LLC's Hypothetical Growth since 2025-03-31
Jackson Wealth Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Jackson Wealth Management, LLC's Holdings Heat Map
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Jackson Wealth Management, LLC's Holdings Bubble Chart
Jackson Wealth Management, LLC News
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