Jackson, Grant Investment Advisers, Inc.
Top Portfolio Positions
287 positions ·
$120,301,800 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
59,395 | $38,626,944 | 32.11% | |
| MSFT |
Microsoft Corp
Technology
|
18,448 | $6,828,896 | 5.68% | |
| ABBV |
AbbVie Inc.
Healthcare
|
30,640 | $6,663,893 | 5.54% | |
| AAPL |
Apple Inc.
Technology
|
20,791 | $5,276,547 | 4.39% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
27,544 | $3,978,455 | 3.31% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
21,890 | $3,495,833 | 2.91% | |
| JNJ |
Johnson & Johnson
Healthcare
|
13,769 | $3,365,694 | 2.80% | |
| XOM |
Exxon Mobil Corp
Energy
|
15,533 | $2,635,328 | 2.19% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
7,627 | $2,370,395 | 1.97% | |
| LLY |
ELI LILLY & Co
Healthcare
|
2,567 | $2,361,049 | 1.96% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BOE
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $80,720 | 7,365 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $86,244 | 7,365 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $84,622 | 7,314 | Shares | Sole | 2025-11-10 | |
| No 13F history on record for this holder in this stock. | ||||||