Notify me when Jackson, Grant Investment Advisers, Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 395 | $303,721,528 | +$7,879,059 | -$3,978,187 | +$3,900,872 | SPY, RSP, SDY, VIG, VO | 13F-HR | 27 Jan 2026, 06:01 |
| Q3 2025 | 413 | $299,431,235 | +$10,827,369 | -$502,220 | +$10,325,149 | SPY, RSP, SDY, VIG, VO | 13F-HR | 10 Nov 2025, 08:29 |
| Q2 2025 | 385 | $272,337,599 | +$2,994,190 | -$1,151,305 | +$1,842,885 | SPY, RSP, SDY, VIG, VO | 13F-HR | 17 Jul 2025, 12:38 |
| Q1 2025 | 380 | $258,332,190 | +$3,862,820 | -$3,325,331 | +$537,489 | SPY, RSP, SDY, VIG, VO | 13F-HR | 06 May 2025, 09:03 |
| Q4 2024 | 396 | $259,936,066 | +$3,420,745 | -$6,883,965 | -$3,463,220 | SPY, RSP, SDY, VIG, VO | 13F-HR | 27 Jan 2025, 13:16 |
| Q3 2024 | 399 | $267,430,720 | +$4,629,910 | -$3,402,224 | +$1,227,686 | SPY, RSP, SDY, VIG, VO | 13F-HR | 17 Oct 2024, 09:06 |
| Q2 2024 | 394 | $247,655,530 | +$5,351,342 | -$1,679,790 | +$3,671,552 | SPY, SDY, RSP, VIG, VO | 13F-HR | 16 Jul 2024, 16:02 |
| Q1 2024 | 392 | $244,057,400 | +$4,279,071 | -$2,492,760 | +$1,786,311 | SPY, SDY, RSP, VIG, VO | 13F-HR | 08 May 2024, 10:18 |
| Q4 2023 | 394 | $225,686,953 | +$2,343,478 | -$3,144,060 | -$800,582 | SPY, RSP, SDY, VIG, VO | 13F-HR | 01 Feb 2024, 08:58 |
| Q3 2023 | 395 | $207,467,639 | +$3,224,738 | -$2,403,259 | +$821,479 | SPY, SDY, RSP, VIG, VO | 13F-HR | 13 Oct 2023, 08:59 |
| Q2 2023 | 415 | $215,469,937 | +$3,192,723 | -$9,907,774 | -$6,715,051 | SPY, SDY, RSP, VIG, VO | 13F-HR | 01 Aug 2023, 16:15 |
| Q1 2023 | 462 | $212,841,913 | +$3,399,148 | -$3,634,923 | -$235,775 | SPY, SDY, RSP, VIG, VO | 13F-HR | 02 May 2023, 11:58 |
| Q4 2022 | 315 | $206,961,750 | +$6,458,325 | -$7,616,419 | -$1,158,094 | SPY, SDY, RSP, VIG, VO | 13F-HR | 26 Jan 2023, 09:57 |
| Q3 2022 | 345 | $191,173,000 | +$3,233,106 | -$1,298,541 | +$1,934,565 | SPY, SDY, RSP, VIG, VO | 13F-HR | 14 Nov 2022, 09:28 |
| Q2 2022 | 352 | $201,816,000 | +$3,260,942 | -$7,470,334 | -$4,209,392 | SPY, SDY, RSP, VIG, VO | 13F-HR | 04 Aug 2022, 08:55 |
| Q1 2022 | 351 | $237,718,000 | +$49,187,115 | -$1,355,638 | +$47,831,477 | SPY, SDY, RSP, VIG, VO | 13F-HR | 28 Apr 2022, 12:46 |
| Q4 2021 | 282 | $196,253,000 | +$1,123,723 | -$46,015,148 | -$44,891,425 | SPY, SDY, RSP, AGG, PFF | 13F-HR | 24 Jan 2022, 17:08 |
| Q3 2021 | 351 | $224,550,000 | +$1,793,373 | -$3,004,931 | -$1,211,558 | SPY, RSP, SDY, VIG, VO | 13F-HR | 13 Oct 2021, 10:18 |
| Q2 2021 | 375 | $227,554,000 | +$3,190,859 | -$4,273,274 | -$1,082,415 | SPY, SDY, RSP, VIG, VO | 13F-HR | 15 Jul 2021, 09:00 |
| Q1 2021 | 364 | $217,409,000 | +$12,081,035 | -$1,541,899 | +$10,539,136 | SPY, SDY, RSP, VIG, VO | 13F-HR | 22 Apr 2021, 08:54 |
| Q4 2020 | 335 | $196,045,000 | +$14,022,855 | -$2,337,466 | +$11,685,389 | SPY, SDY, RSP, VIG, VO | 13F-HR | 03 Mar 2021, 14:04 |
| Q3 2020 | 216 | $166,299,000 | +$4,498,002 | -$3,795,780 | +$702,222 | SPY, SDY, RSP, VIG, VO | 13F-HR | 12 Nov 2020, 09:18 |
| Q2 2020 | 215 | $157,168,000 | +$2,986,900 | -$2,377,589 | +$609,311 | SPY, SDY, RSP, VIG, VO | 13F-HR | 14 Aug 2020, 10:09 |
| Q1 2020 | 215 | $135,547,000 | +$1,156,568 | -$14,753,516 | -$13,596,948 | SPY, SDY, RSP, VIG, VO | 13F-HR | 12 May 2020, 11:08 |
| Q4 2019 | 218 | $184,695,000 | +$2,552,865 | -$3,964,568 | -$1,411,703 | SPY, SDY, RSP, VIG, VO | 13F-HR | 05 Feb 2020, 16:58 |
| Q3 2019 | 220 | $176,027,000 | +$2,752,533 | -$1,340,404 | +$1,412,129 | SPY, SDY, RSP, VIG, VO | 13F-HR | 20 Nov 2019, 11:16 |
| Q2 2019 | 223 | $171,586,000 | +$3,006,859 | -$2,820,277 | +$186,582 | SPY, SDY, RSP, VIG, VO | 13F-HR | 13 Aug 2019, 11:51 |
| Q1 2019 | 221 | $166,643,000 | +$13,107,452 | -$4,480,237 | +$8,627,215 | SPY, SDY, RSP, VIG, VO | 13F-HR | 07 May 2019, 12:05 |
| Q4 2018 | 242 | $142,250,000 | +$3,178,115 | -$1,756,140 | +$1,421,975 | SPY, SDY, RSP, VIG, VO | 13F-HR | 23 Jan 2019, 13:56 |
| Q3 2018 | 211 | $159,589,000 | +$6,799,227 | -$1,273,775 | +$5,525,452 | SPY, SDY, RSP, VO, VIG | 13F-HR | 15 Nov 2018, 08:29 |
| Q2 2018 | 215 | $145,346,000 | +$22,853,590 | -$22,794,527 | +$59,063 | SPY, SDY, RSP, VO, VIG | 13F-HR | 02 Aug 2018, 09:14 |
| Q1 2018 | 209 | $142,961,000 | +$1,154,856 | -$2,571,999 | -$1,417,143 | SDY, SPY, RSP, VO, VIG | 13F-HR | 14 May 2018, 10:56 |
| Q4 2017 | 209 | $147,862,000 | +$6,954,098 | -$4,148,323 | +$2,805,775 | SDY, SPY, RSP, VO, VIG | 13F-HR | 01 Feb 2018, 11:14 |
| Q3 2017 | 210 | $138,330,000 | +$7,586,418 | -$1,839,064 | +$5,747,354 | SDY, SPY, RSP, VO, VIG | 13F-HR | 14 Nov 2017, 12:21 |
| Q2 2017 | 183 | $128,898,000 | +$3,442,558 | -$1,709,470 | +$1,733,088 | SDY, SPY, RSP, VO, VIG | 13F-HR | 10 Aug 2017, 12:02 |
| Q1 2017 | 176 | $124,686,000 | +$5,187,357 | -$3,019,895 | +$2,167,462 | SDY, SPY, RSP, VO, VIG | 13F-HR | 02 May 2017, 13:46 |
| Q4 2016 | 173 | $117,627,000 | +$9,567,897 | -$14,525,299 | -$4,957,402 | SDY, SPY, RSP, VO, VIG | 13F-HR | 08 Mar 2017, 13:28 |
| Q3 2016 | 170 | $120,929,000 | +$8,837,538 | -$2,191,601 | +$6,645,937 | SDY, RSP, VIG, SPY, VO | 13F-HR | 14 Nov 2016, 17:37 |
| Q2 2016 | 162 | $113,455,000 | +$5,173,847 | -$4,613,491 | +$560,356 | SDY, RSP, VIG, SPLV, SPY | Restatement | 05 Aug 2016, 11:07 |
| Q1 2016 | 158 | $109,453,000 | +$8,080,633 | -$7,657,452 | +$423,181 | SDY, RSP, VIG, VO, SPLV | 13F-HR | 04 Aug 2016, 15:22 |
| Q4 2015 | 193 | $105,004,000 | $0 | $0 | $0 | SDY, RSP, VO, VIG, SPLV | 13F-HR | 04 Aug 2016, 14:30 |