Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Jackson Wealth Management, Llc > Profile

Instuitional Investor - Jackson Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Jackson Wealth Management, Llc
Portfolio Value $881,855,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
United States Treas Bills
 83,253,000 $82,642,000 9.37%
2.
Vanguard Index Fds S&P 500 Etf Shs
 131,402 $70,800,000 8.02%
3.
Microsoft Corp
 MSFT 134,908 $56,864,000 6.44%
4.
Apple Inc.
 AAPL 202,301 $50,660,000 5.74%
5.
Broadcom Inc.
 AVGO 181,214 $42,013,000 4.76%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through November 14th, 2024)