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Jackson Wealth Management, LLC Buys Sherwin-Williams Co, Invesco S&P 500 Top 50, Penn National Gaming Inc, Sells SPDR Bloomberg Barclays 1-3 Month T-Bill, Vanguard Total World Stock Index, Vanguard High Dividend Yield

Lake Mary, FL, based Investment company Jackson Wealth Management, LLC (Current Portfolio) buys Sherwin-Williams Co, Invesco S&P 500 Top 50, Penn National Gaming Inc, Amazon.com Inc, Schwab U.S. Large-Cap, sells SPDR Bloomberg Barclays 1-3 Month T-Bill, Vanguard Total World Stock Index, Vanguard High Dividend Yield, iShares 1-3 Year Treasury Bond ETF, Cisco Systems Inc during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Jackson Wealth Management, LLC. As of 2020Q2, Jackson Wealth Management, LLC owns 122 stocks with a total value of $562 million. These are the details of the buys and sells.

For the details of Jackson Wealth Management, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/jackson+wealth+management%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Jackson Wealth Management, LLC
  1. SPDR Bloomberg Barclays 1-3 Month T-Bill (BIL) - 668,832 shares, 10.89% of the total portfolio. Shares reduced by 28.59%
  2. iShares Short Treasury Bond ETF (SHV) - 275,404 shares, 5.43% of the total portfolio. Shares reduced by 10%
  3. PowerShares QQQ Trust Ser 1 (QQQ) - 105,259 shares, 4.64% of the total portfolio. Shares reduced by 10.62%
  4. Sherwin-Williams Co (SHW) - 45,000 shares, 4.63% of the total portfolio. Shares added by 181.11%
  5. Microsoft Corp (MSFT) - 118,196 shares, 4.28% of the total portfolio. Shares added by 5.13%
New Purchase: Invesco S&P 500 Top 50 (XLG)

Jackson Wealth Management, LLC initiated holding in Invesco S&P 500 Top 50. The purchase prices were between $188.01 and $242.75, with an estimated average price of $222.97. The stock is now traded at around $247.89. The impact to a portfolio due to this purchase was 2.58%. The holding were 61,014 shares as of .

New Purchase: Penn National Gaming Inc (PENN)

Jackson Wealth Management, LLC initiated holding in Penn National Gaming Inc. The purchase prices were between $9.21 and $37.37, with an estimated average price of $22.73. The stock is now traded at around $32.62. The impact to a portfolio due to this purchase was 1.58%. The holding were 290,000 shares as of .

New Purchase: Schwab U.S. Large-Cap (SCHX)

Jackson Wealth Management, LLC initiated holding in Schwab U.S. Large-Cap. The purchase prices were between $58.5 and $77.51, with an estimated average price of $69.74. The stock is now traded at around $77.49. The impact to a portfolio due to this purchase was 1.37%. The holding were 103,857 shares as of .

New Purchase: iShares S&P 100 (OEF)

Jackson Wealth Management, LLC initiated holding in iShares S&P 100. The purchase prices were between $113.55 and $146.76, with an estimated average price of $134.21. The stock is now traded at around $148.18. The impact to a portfolio due to this purchase was 1.26%. The holding were 49,723 shares as of .

New Purchase: Vanguard S&P 500 (VOO)

Jackson Wealth Management, LLC initiated holding in Vanguard S&P 500. The purchase prices were between $226.15 and $297.17, with an estimated average price of $268.51. The stock is now traded at around $296.26. The impact to a portfolio due to this purchase was 1.14%. The holding were 22,526 shares as of .

New Purchase: Fidelity MSCI Information Technology Index (FTEC)

Jackson Wealth Management, LLC initiated holding in Fidelity MSCI Information Technology Index. The purchase prices were between $59.52 and $82.42, with an estimated average price of $73.41. The stock is now traded at around $84.04. The impact to a portfolio due to this purchase was 1.06%. The holding were 72,187 shares as of .

Added: Sherwin-Williams Co (SHW)

Jackson Wealth Management, LLC added to a holding in Sherwin-Williams Co by 181.11%. The purchase prices were between $420.03 and $597.11, with an estimated average price of $539.48. The stock is now traded at around $625.82. The impact to a portfolio due to this purchase was 2.98%. The holding were 45,000 shares as of .

Added: Amazon.com Inc (AMZN)

Jackson Wealth Management, LLC added to a holding in Amazon.com Inc by 60.32%. The purchase prices were between $1906.59 and $2764.41, with an estimated average price of $2403.24. The stock is now traded at around $3039.80. The impact to a portfolio due to this purchase was 1.38%. The holding were 7,482 shares as of .

Added: Vanguard Large-Cap (VV)

Jackson Wealth Management, LLC added to a holding in Vanguard Large-Cap by 82.83%. The purchase prices were between $113.24 and $149.5, with an estimated average price of $134.86. The stock is now traded at around $149.69. The impact to a portfolio due to this purchase was 1.11%. The holding were 96,827 shares as of .

Added: Advanced Micro Devices Inc (AMD)

Jackson Wealth Management, LLC added to a holding in Advanced Micro Devices Inc by 28.91%. The purchase prices were between $42.59 and $57.44, with an estimated average price of $52.87. The stock is now traded at around $69.28. The impact to a portfolio due to this purchase was 0.69%. The holding were 330,000 shares as of .

Added: iShares Core S&P 500 (IVV)

Jackson Wealth Management, LLC added to a holding in iShares Core S&P 500 by 44.51%. The purchase prices were between $245.78 and $323.06, with an estimated average price of $292.09. The stock is now traded at around $323.72. The impact to a portfolio due to this purchase was 0.35%. The holding were 20,952 shares as of .

Added: iShares Russell 1000 (IWB)

Jackson Wealth Management, LLC added to a holding in iShares Russell 1000 by 103.12%. The purchase prices were between $134.82 and $179.11, with an estimated average price of $161.01. The stock is now traded at around $179.57. The impact to a portfolio due to this purchase was 0.3%. The holding were 19,160 shares as of .

Sold Out: Vanguard Total World Stock Index (VT)

Jackson Wealth Management, LLC sold out a holding in Vanguard Total World Stock Index. The sale prices were between $60.03 and $78.43, with an estimated average price of $70.29.

Sold Out: Vanguard High Dividend Yield (VYM)

Jackson Wealth Management, LLC sold out a holding in Vanguard High Dividend Yield. The sale prices were between $67.79 and $86.78, with an estimated average price of $77.62.

Sold Out: Cisco Systems Inc (CSCO)

Jackson Wealth Management, LLC sold out a holding in Cisco Systems Inc. The sale prices were between $38.33 and $48.13, with an estimated average price of $43.76.

Sold Out: Chesapeake Utilities Corp (CPK)

Jackson Wealth Management, LLC sold out a holding in Chesapeake Utilities Corp. The sale prices were between $78.75 and $93.18, with an estimated average price of $87.01.

Sold Out: Safety Insurance Group Inc (SAFT)

Jackson Wealth Management, LLC sold out a holding in Safety Insurance Group Inc. The sale prices were between $72.63 and $90.58, with an estimated average price of $78.49.

Sold Out: iShares 7-10 Year Treasury Bond ETF (IEF)

Jackson Wealth Management, LLC sold out a holding in iShares 7-10 Year Treasury Bond ETF. The sale prices were between $119.66 and $122.05, with an estimated average price of $121.27.



Here is the complete portfolio of Jackson Wealth Management, LLC. Also check out:

1. Jackson Wealth Management, LLC's Undervalued Stocks
2. Jackson Wealth Management, LLC's Top Growth Companies, and
3. Jackson Wealth Management, LLC's High Yield stocks
4. Stocks that Jackson Wealth Management, LLC keeps buying

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