Jackson Wealth Management, LLC
CIK Number: 0001536799
881.86M
Market Value
96
# of Holdings
8 months
Avg. Holding Period
42.34%
Win Rate
2.00%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard 500 In... | 536.20 | +1.08% | 131.4K | +40.38% | 70.8M | 467.93 | 8.03% | |
| 2 | Microsoft Corpo... | 400.99 | +3.19% | 134.91K | +1.31% | 56.86M | 378.97 | 6.45% | |
| 3 | Apple Inc. | 235.40 | -0.23% | 202.3K | +2.36% | 50.66M | 211.91 | 5.74% | |
| 4 | Broadcom Inc. | 191.44 | +2.11% | 181.21K | -0.5% | 42.01M | 123.45 | 4.76% | |
| 5 | iShares Core S&... | 585.83 | +1.06% | 32.57K | +14.44% | 19.18M | 512.76 | 2.17% |
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