Jackson, Grant Investment Advisers, Inc. - Portfolio overview

Jackson, Grant Investment Advisers, Inc. has 430 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. SPY - STATE STR SPDR S&P 500 ETF T, 12.62%
2. RSP - INVESCO EXCHANGE TRADED FD T, 9.78%
3. SDY - SPDR SERIES TRUST, 8.37%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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