IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Jackson Wealth Management, LLC

Q1 2020 Holdings

Filed 2020-05-13 | 104 holdings | $478.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↓Shares% Portfolio
Spdr SER TR(BIL)SPDR BLOOMBERG78468R663$85.7K936,63417.9%
Ishares TR(SHV)SHORT TREAS BD464288679$33.9K305,9937.1%
Invesco QQQ TR(QQQ)UNIT SER 146090E103$26.7K117,7615.6%
Microsoft Corp(MSFT)COM594918104$21.0K112,4334.4%
Apple Inc(AAPL)COM037833100$17.4K55,0683.6%
Advanced Micro Devices Inc(AMD)COM007903107$14.3K256,0003.0%
Ishares TR(SHY)1 3 YR TREAS BD464287457$14.2K163,6573.0%
Vanguard Intl Equity Index F(VT)TT WRLD ST ETF922042742$13.5K193,4312.8%
Vanguard Whitehall FDS(VYM)HIGH DIV YLD921946406$12.4K160,9552.6%
Amazon COM Inc(AMZN)COM023135106$11.2K4,6672.3%
Spdr SER TR(SPYM)PORTFOLIO S&P50078464A854$10.4K301,2792.2%
Sherwin Williams Co(SHW)COM824348106$9.0K16,0081.9%
Spdr S&P 500 ETF TR(SPY)TR UNIT78462F103$7.5K25,6521.6%
Vanguard Index FDS(VV)LARGE CAP ETF922908637$7.2K52,9601.5%
Spdr SER TR(SPYG)PRTFLO S&P500 GW78464A409$6.6K157,2601.4%
Vanguard World FD(MGK)MEGA GRWTH IND921910816$6.2K41,1461.3%
Lockheed Martin Corp(LMT)COM539830109$6.2K16,4071.3%
Vanguard Scottsdale FDS(VGSH)SHORT TERM TREAS92206C102$6.0K96,7441.3%
Salesforce COM Inc(CRM)COM79466L302$5.9K32,4281.2%
Mastercard Inc(MA)CL A57636Q104$5.6K19,8481.2%
Visa Inc(V)COM CL A92826C839$5.3K28,9481.1%
Mcdonalds Corp(MCD)COM580135101$5.1K28,0521.1%
Adobe Inc(ADBE)COM00724F101$5.0K13,4031.0%
Merck & Co. Inc(MRK)COM58933Y105$4.8K61,1491.0%
Texas Instrs Inc(TXN)COM882508104$4.5K39,4230.9%
Ishares TR(IVV)CORE S&P500 ETF464287200$4.3K14,4990.9%
Alibaba Group Hldg LTD(BABA)SPONSORED ADS01609W102$4.1K20,0940.9%
Select Sector Spdr TR(XLK)TECHNOLOGY81369Y803$4.0K42,2430.8%
Facebook Inc(META)CL A30303M102$3.7K17,3870.8%
Amgen Inc(AMGN)COM031162100$3.6K14,7990.8%
Home Depot Inc(HD)COM437076102$3.5K14,9420.7%
KLA Corporation(KLAC)COM NEW482480100$3.5K20,5030.7%
Alphabet Inc(GOOGL)CAP STK CL A02079K305$3.4K2,4110.7%
Maxim Integrated Prods Inc(MXIM)COM57772K101$3.3K61,1760.7%
Wisdomtree TRFLOATNG RAT TREA97717X628$3.3K132,9910.7%
Abbott Labs(ABT)COM002824100$3.3K34,7120.7%
Unitedhealth Group Inc(UNH)COM91324P102$3.0K10,4010.6%
Broadcom Inc(AVGO)COM11135F101$2.8K10,2290.6%
Nike Inc(NKE)CL B654106103$2.8K30,9230.6%
Eaton Corp PLC(ETN)SHSG29183103$2.7K32,9650.6%
Gallagher Arthur J & Co(AJG)COM363576109$2.7K30,5330.6%
Verizon Communications Inc(VZ)COM92343V104$2.6K46,7590.6%
Zynga Inc(ZNGAEUR)CL A98986T108$2.5K310,2000.5%
Cisco SYS Inc(CSCO)COM17275R102$2.4K55,3830.5%
Duke Energy Corp New(DUK)COM NEW26441C204$2.4K29,2100.5%
Intercontinental Exchange in(ICE)COM45866F104$2.3K24,3630.5%
Gilead Sciences Inc(GILD)COM375558103$2.2K27,3220.5%
Qualcomm Inc(QCOM)COM747525103$2.2K26,9750.5%
Johnson & Johnson(JNJ)COM478160104$2.1K14,2720.4%
Unilever PLCSPON ADR NEW904767704$1.9K37,2250.4%
Page 1 of 3Next