IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Jackson, Grant Investment Advisers, Inc.

Q3 2016 Holdings

Filed 2016-11-14 | 171 holdings | $2.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Altria Group Inc(MO)COM02209S103$1.2K18,6380.1%
Ishares TR(IWO)RUS 2000 GRW ETF464287648$1.2K8,0390.1%
Exxon Mobil Corp(XOM)COM30231G102$1.3K15,3470.1%
General Electric CoCOM369604103$1.5K49,8360.1%
Johnson & Johnson(JNJ)COM478160104$1.6K13,1670.1%
Ishares TR(PFF)U.S. PFD STK ETF464288687$1.6K41,3710.1%
AT&T Inc(T)COM00206R102$2.0K49,5230.1%
Ishares TR(IVV)CORE S&P500 ETF464287200$2.4K11,0320.1%
Select Sector Spdr TR(XLV)SBI HEALTHCARE81369Y209$2.5K35,0900.1%
Select Sector Spdr TR(XLY)SBI CONS DISCR81369Y407$2.8K34,9970.1%
Ishares TR(AGG)CORE US AGGBD ET464287226$4.2K37,0500.2%
Ishares TR(DVY)SELECT DIVID ETF464287168$6.1K71,6910.3%
Powershares ETF TRII S&P500 LOW VOL73937B779$6.4K154,9940.3%
Vanguard Index FDS(VO)MID CAP ETF922908629$6.5K50,5750.3%
Spdr S&P 500 ETF TR(SPY)TR UNIT78462F103$7.8K36,2080.4%
Vanguard Specialized Portfol(VIG)DIV APP ETF921908844$8.1K96,1080.4%
Rydex ETF TrustGUG S&P500 EQ WT78355W106$11.3K135,5490.5%
Apple Hospitality REIT Inc(APLE)COM03784Y200$22.0K1,1791.0%
Spdr Series Trust(SDY)S&P DIVID ETF78464A763$22.5K267,1021.0%
Consolidated Edison Inc(ED)COM209115104$48.0K6362.2%
Abbvie Inc(ABBV)COM00287Y109$2.0M31,75791.4%
PreviousPage 4 of 4