Jackson Grant Investment Advisers Inc.: Quarterly Portfolio Shifts

As of June 30th, 2026, Jackson Grant Investment Advisers Inc.'s portfolio experienced notable shifts in stock positions compared to the previous quarter. The firm's total assets under management stood at $321,272,426 as of this date.

Several holdings saw substantial increases during this period:

• VO, Vanguard Index Funds (ETF), increased its share count by over 48,000 shares and its value allocation within the portfolio jumped significantly to 5.2%.
• NOBL, ProShares Transparency SOCON ETF (NOBL), saw a massive increase of over 8,000% in its portfolio allocation (0.94%). This was achieved through adding nearly 25,000 shares.
• VUG, Vanguard Information Technology ETF (VUG), experienced a significant boost in its portfolio weight (0.59%) by adding over 18,000 shares.
• HDV, iShares Core Dividend Yield ETF (HDV), also saw a substantial increase in its portfolio allocation (0.51%) by adding nearly 48,000 shares.
• VGT, Vanguard Information Technology ETF (VGT), increased its position significantly (0.37%). This was achieved through a large purchase of over 8,000 shares.

In contrast, the firm also divested from several positions:

• BND, Vanguard Balanced Index Funds (ETF), was completely removed from the portfolio (0.0%). This involved selling nearly all of its previous holdings, totaling almost -98.9% change.
• VIG, Vanguard Small Cap Value Index (ETF), experienced a slight decrease in allocation (-2.3%). The firm sold over 2,000 shares during this quarter.
• RSP, iShares Core S&P Small Cap Growth ETF (ETF), saw a small decrease in allocation (-1.6%). The firm sold over 2,000 shares.
• SDY, SPDR Series Trust ETFs, experienced a slight decrease in allocation (-3.05%) due to selling nearly 6,000 shares.
• SPLV, iShares Core S&P Small Cap Value ETF (ETF), saw a decrease in allocation (-5.78%). The firm sold over 6,000 shares.

These changes reflect the firm's active management style and its focus on adjusting exposure to different asset classes within Technology and Healthcare sectors during this quarter ending June 30th, 2026. Further details can be explored by visiting Jackson Grant Investment Advisers Inc.'s profile or the individual stock pages linked above.