Jackson, Grant Investment Advisers, Inc. Buys iShares 1-3 Year Treasury Bond ETF, Vanguard Total Stock Market ETF, Amazon.com Inc, Sells Tesla Inc, Boeing Co, Facebook Inc

Investment company Jackson, Grant Investment Advisers, Inc. (Current Portfolio) buys iShares 1-3 Year Treasury Bond ETF, Vanguard Total Stock Market ETF, Amazon.com Inc, Alphabet Inc, Norfolk Southern Corp, sells Tesla Inc, Boeing Co, Facebook Inc, Splunk Inc, DocuSign Inc during the 3-months ended 2021Q1, according to the most recent filings of the investment company, Jackson, Grant Investment Advisers, Inc.. As of 2021Q1, Jackson, Grant Investment Advisers, Inc. owns 362 stocks with a total value of $217 million. These are the details of the buys and sells.

For the details of Jackson, Grant Investment Advisers, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/jackson%2C+grant+investment+advisers%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of Jackson, Grant Investment Advisers, Inc.
  1. S&P 500 ETF TRUST ETF (SPY) - 62,714 shares, 11.44% of the total portfolio. Shares reduced by 0.07%
  2. SPDR Dividend ETF (SDY) - 156,116 shares, 8.48% of the total portfolio. Shares added by 0.14%
  3. Invesco S&P 500 Equal Weight ETF (RSP) - 127,602 shares, 8.32% of the total portfolio. Shares added by 0.64%
  4. Vanguard Dividend Appreciation FTF (VIG) - 96,404 shares, 6.53% of the total portfolio. Shares added by 0.78%
  5. Vanguard Mid-Cap ETF (VO) - 53,891 shares, 5.49% of the total portfolio. Shares added by 1.15%
New Purchase: Broadcom Inc (AVGO)

Jackson, Grant Investment Advisers, Inc. initiated holding in Broadcom Inc. The purchase prices were between $421.25 and $489.96, with an estimated average price of $462.8. The stock is now traded at around $454.160000. The impact to a portfolio due to this purchase was 0.11%. The holding were 530 shares as of 2021-03-31.

New Purchase: Vanguard Total Bond Market ETF (BND)

Jackson, Grant Investment Advisers, Inc. initiated holding in Vanguard Total Bond Market ETF. The purchase prices were between $84.17 and $87.6, with an estimated average price of $85.92. The stock is now traded at around $85.440000. The impact to a portfolio due to this purchase was 0.1%. The holding were 2,593 shares as of 2021-03-31.

New Purchase: Principal Financial Group Inc (PFG)

Jackson, Grant Investment Advisers, Inc. initiated holding in Principal Financial Group Inc. The purchase prices were between $48.31 and $61.55, with an estimated average price of $55.71. The stock is now traded at around $61.640000. The impact to a portfolio due to this purchase was 0.08%. The holding were 3,071 shares as of 2021-03-31.

New Purchase: Wells Fargo & Co (WFC)

Jackson, Grant Investment Advisers, Inc. initiated holding in Wells Fargo & Co. The purchase prices were between $29.7 and $40.81, with an estimated average price of $35.37. The stock is now traded at around $42.710000. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,854 shares as of 2021-03-31.

New Purchase: Cognizant Technology Solutions Corp (CTSH)

Jackson, Grant Investment Advisers, Inc. initiated holding in Cognizant Technology Solutions Corp. The purchase prices were between $72.4 and $81.95, with an estimated average price of $77.25. The stock is now traded at around $79.040000. The impact to a portfolio due to this purchase was 0.02%. The holding were 570 shares as of 2021-03-31.

New Purchase: BCE Inc (BCE)

Jackson, Grant Investment Advisers, Inc. initiated holding in BCE Inc. The purchase prices were between $42.38 and $46.11, with an estimated average price of $44.11. The stock is now traded at around $46.510000. The impact to a portfolio due to this purchase was 0.02%. The holding were 740 shares as of 2021-03-31.

Added: iShares 1-3 Year Treasury Bond ETF (SHY)

Jackson, Grant Investment Advisers, Inc. added to a holding in iShares 1-3 Year Treasury Bond ETF by 16384.92%. The purchase prices were between $86.17 and $86.34, with an estimated average price of $86.28. The stock is now traded at around $86.280000. The impact to a portfolio due to this purchase was 0.82%. The holding were 20,771 shares as of 2021-03-31.

Added: Vanguard Total Stock Market ETF (VTI)

Jackson, Grant Investment Advisers, Inc. added to a holding in Vanguard Total Stock Market ETF by 90.83%. The purchase prices were between $191.23 and $208.16, with an estimated average price of $201.72. The stock is now traded at around $214.610000. The impact to a portfolio due to this purchase was 0.53%. The holding were 11,721 shares as of 2021-03-31.

Added: Amazon.com Inc (AMZN)

Jackson, Grant Investment Advisers, Inc. added to a holding in Amazon.com Inc by 49.48%. The purchase prices were between $2951.95 and $3380, with an estimated average price of $3171.97. The stock is now traded at around $3309.040000. The impact to a portfolio due to this purchase was 0.41%. The holding were 870 shares as of 2021-03-31.

Added: Alphabet Inc (GOOG)

Jackson, Grant Investment Advisers, Inc. added to a holding in Alphabet Inc by 137.50%. The purchase prices were between $1728.24 and $2128.31, with an estimated average price of $1986.11. The stock is now traded at around $2267.920000. The impact to a portfolio due to this purchase was 0.23%. The holding were 418 shares as of 2021-03-31.

Added: Norfolk Southern Corp (NSC)

Jackson, Grant Investment Advisers, Inc. added to a holding in Norfolk Southern Corp by 1151.55%. The purchase prices were between $233.44 and $272.91, with an estimated average price of $253.28. The stock is now traded at around $278.650000. The impact to a portfolio due to this purchase was 0.14%. The holding were 1,214 shares as of 2021-03-31.

Added: Salesforce.com Inc (CRM)

Jackson, Grant Investment Advisers, Inc. added to a holding in Salesforce.com Inc by 193.98%. The purchase prices were between $205.33 and $248.59, with an estimated average price of $222.91. The stock is now traded at around $231.350000. The impact to a portfolio due to this purchase was 0.13%. The holding were 1,955 shares as of 2021-03-31.

Sold Out: Boeing Co (BA)

Jackson, Grant Investment Advisers, Inc. sold out a holding in Boeing Co. The sale prices were between $194.03 and $269.19, with an estimated average price of $222.08.

Sold Out: Splunk Inc (SPLK)

Jackson, Grant Investment Advisers, Inc. sold out a holding in Splunk Inc. The sale prices were between $131.03 and $175.09, with an estimated average price of $156.24.

Sold Out: DocuSign Inc (DOCU)

Jackson, Grant Investment Advisers, Inc. sold out a holding in DocuSign Inc. The sale prices were between $192.84 and $265.16, with an estimated average price of $232.4.

Sold Out: NantKwest Inc (NK)

Jackson, Grant Investment Advisers, Inc. sold out a holding in NantKwest Inc. The sale prices were between $12.83 and $42.25, with an estimated average price of $24.09.

Sold Out: General Electric Co (GE)

Jackson, Grant Investment Advisers, Inc. sold out a holding in General Electric Co. The sale prices were between $10.47 and $14.17, with an estimated average price of $12.14.

Sold Out: Arrow Electronics Inc (ARW)

Jackson, Grant Investment Advisers, Inc. sold out a holding in Arrow Electronics Inc. The sale prices were between $97.62 and $110.82, with an estimated average price of $103.97.



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