IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Jackson Wealth Management, LLC

Q4 2014 Holdings

Filed 2015-02-06 | 115 holdings | $2.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Philip Morris Intl COM(PM)COM718172109$1.7K20,6590.1%
Western Digital Corp COM(WDC)COM958102105$1.7K15,2640.1%
Emerson Elec Co COM(EMR)COM291011104$1.7K27,6850.1%
Merck & Co Inc. COM(MRK)COM58933Y105$1.7K30,1180.1%
Unilever PLC ADRCOM904784501$1.7K42,6000.1%
Grainger W W Inc COM(GWW)COM384802104$1.7K6,7670.1%
Hasbro Inc COM(HAS)COM418056107$1.8K31,8920.1%
First Trust North American Infra Fund(EMLP)COM33738D101$1.8K62,5570.1%
Celgene Corp COM(CELG)COM151020104$1.8K15,8730.1%
Buffalo Wild Wings Inc COMCOM119848109$1.8K9,8650.1%
TJX Companies Inc CM(TJX)COM872540109$1.8K26,1330.1%
Proshares Large Cap Core Plus(CSM)COM74347R248$1.8K18,1390.1%
Powershares Buyback ACHCOM73935X286$1.9K38,5170.1%
General Mills Inc COM(GIS)COM370334104$1.9K35,2550.1%
Glaxo Smithkline PLC ADRCOM37733W105$1.9K44,5380.1%
KKR & Company LP COMCOM48248M102$1.9K82,1670.1%
US Bancorp COM (New)(USB)COM902973304$1.9K42,4490.1%
Realty Income Corporation COM(O)COM756109104$1.9K40,1500.1%
Amerigas Partners-LP COM(APU)COM030975106$1.9K40,0150.1%
Vanguard Total Bond Market ETF(BND)COM921937835$2.0K24,0980.1%
Gilead Sciences Inc COM(GILD)COM375558103$2.0K21,0900.1%
Colgate Palmolive Co COM(CL)COM194162103$2.0K29,1390.1%
Health Care REIT Inc COMCOM42217K106$2.0K26,8480.1%
Chevron Corp COM(CVX)COM166764100$2.1K19,0720.1%
Mastercard Inc COM(MA)COM57636Q104$2.2K25,7270.1%
Public SVC Enterprise Group COM(PEG)COM744573106$2.2K54,1090.1%
Berkshire Hathaway Inc del CLB(BRK/B)COM084670702$2.3K15,5800.1%
Omega Healthcare Investors Inc COM(OHI)COM681936100$2.4K60,2330.1%
Ishares Growth Allocation ETF(AOR)COM464289867$2.4K58,9570.1%
Spdr TR S&P 500 ETF TR(SPY)COM78462F103$2.4K11,8560.1%
HCP Inc COMCOM40414L109$2.5K56,4680.1%
V F Corp COM(VFC)COM918204108$2.5K33,3810.1%
Ishares Russell 1000 Value ETF(IWD)COM464287598$2.5K23,9510.1%
American Elec PWR Inc COM(AEP)COM025537101$2.6K42,5920.1%
The Blackstone Group LP COM(BXUSD)COM09253U108$2.6K77,4330.1%
Kraft Foods Group Inc COMCOM50076Q106$2.8K45,0910.1%
Ishares Russell 1000 Growth ETF(IWF)COM464287614$2.8K29,7370.1%
Energy Transfer Equity LP COMCOM29273R109$3.3K57,0420.1%
Mcdonalds Corp COM(MCD)COM580135101$3.5K37,5120.2%
Ishares Russell 3000 ETF(IWV)COM464287689$3.5K29,0110.2%
Ishares Russell 2000 ETF(IWM)COM464287655$3.6K30,0030.2%
Vanguard REIT ETF Index(VNQ)COM922908553$3.6K44,9440.2%
Wells Fargo & Co COM(WFC)COM949746101$3.8K69,7610.2%
Spdr S&P Midcap 400 ETF Trust(MDY)COM78467Y107$3.8K14,5420.2%
Coca Cola Co COM(KO)COM191216100$3.9K93,4690.2%
Altria Group Inc COM(MO)COM02209S103$4.0K80,6170.2%
Southern Co COM(SO)COM842587107$4.1K82,7000.2%
Johnson & Johnson COM(JNJ)COM478160104$4.1K38,8840.2%
Ishares Core US Aggregate Bond ETF(AGG)COM464287226$4.3K38,8080.2%
Sunoco Logistics Partners ComlpCOM86764L108$4.5K107,8880.2%
PreviousPage 2 of 3Next