Jackson, Grant Investment Advisers, Inc.

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Stamford, CT
CIK
0001650300
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 394 225,686 SPY, RSP, SDY, VIG 13F-HR 2/1/2024 000110465924009189
Q3 2023 395 207,467 SPY, SDY, RSP, VIG 13F-HR 10/13/2023 000110465923108992
Q2 2023 415 215,469 SPY, SDY, RSP, VIG 13F-HR 8/1/2023 000110465923086369
Q1 2023 462 212,841 SPY, SDY, RSP, VIG 13F-HR 5/2/2023 000110465923054916
Q4 2022 315 206,961 SPY, SDY, RSP, VIG 13F-HR 1/26/2023 000110465923006807
Q3 2022 345 191,174 SPY, SDY, RSP, VIG 13F-HR 11/14/2022 000110465922117975
Q2 2022 353 201,817 SPY, SDY, RSP, VIG 13F-HR 8/4/2022 000110465922085924
Q1 2022 351 237,719 SPY, SDY, RSP, VIG 13F-HR 4/28/2022 000110465922051996
Q4 2021 282 196,254 SPY, SDY, RSP, AGG 13F-HR 1/24/2022 000110465922006986
Q3 2021 351 224,552 SPY, RSP, SDY, VIG 13F-HR 10/13/2021 000110465921125713
Q2 2021 376 227,563 SPY, SDY, RSP, VIG 13F-HR 7/15/2021 000110465921092377
Q1 2021 364 217,411 SPY, SDY, RSP, VIG 13F-HR 4/22/2021 000110465921053464
Q4 2020 337 196,046 SPY, SDY, RSP, VIG 13F-HR 3/3/2021 000110465921031313
Q3 2020 216 166,299 SPY, SDY, RSP, VIG 13F-HR 11/12/2020 000110465920124065
Q2 2020 215 157,168 SPY, SDY, RSP, VIG 13F-HR 8/14/2020 000110465920095152
Q1 2020 216 135,553 SPY, SDY, RSP, VIG 13F-HR 5/12/2020 000110465920059962
Q4 2019 219 184,695 SPY, SDY, RSP, VIG 13F-HR 2/5/2020 000110465920011307
Q3 2019 221 176,028 SPY, SDY, RSP, VIG 13F-HR 11/20/2019 000110465919065708
Q2 2019 224 171,588 SPY, SDY, RSP, VIG 13F-HR 8/13/2019 000114420419039391
Q1 2019 222 166,644 SPY, SDY, RSP, VIG 13F-HR 5/7/2019 000114420419024104
Q4 2018 243 142,260 SPY, SDY, RSP, VIG 13F-HR 1/23/2019 000114420419002401
Q3 2018 212 159,590 SPY, SDY, RSP, VO 13F-HR 11/15/2018 000114420418060147
Q2 2018 217 145,367 SPY, SDY, RSP, VO 13F-HR 8/2/2018 000114420418041542
Q1 2018 210 142,963 SDY, SPY, RSP.MX, VO 13F-HR 5/14/2018 000114420418027899
Q4 2017 210 147,862 SDY, SPY, RSP.MX, VO 13F-HR 2/1/2018 000114420418005056
Q3 2017 211 138,332 SDY, SPY, RSP.MX, VO 13F-HR 11/14/2017 000114420417058788
Q2 2017 184 128,900 SDY, SPY, RSP.MX, VO 13F-HR 8/10/2017 000114420417041943
Q1 2017 176 124,688 SDY, SPY, RSP.MX, VO 13F-HR 5/2/2017 000114420417023869
Q4 2016 173 117,629 SDY, SPY, RSP.MX, VO 13F-HR 3/8/2017 000114420417013408
Q3 2016 171 120,930 SDY, RSP.MX, VIG, SPY 13F-HR 11/14/2016 000114420416134397
Q2 2016 162 113,456 SDY, RSP.MX, VIG, SPLV RESTATEMENT 8/5/2016 000114420416116787
Q1 2016 160 109,453 SDY, RSP.MX, VIG, VO 13F-HR 8/4/2016 000114420416116573
Q4 2015 198 105,047 SDY, RSP.MX, VO, VIG 13F-HR 8/4/2016 000114420416116555
Additional filings from Jackson, Grant Investment Advisers, Inc. that have since been restated