Jackson, Grant Investment Advisers, Inc.

STAMFORD, CT · CIK 1650300 · 13F filing filed 2026-07-31

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyStamford, CT

$322.0m reported value +7.5% vs Q1 2026

421positions

54.8%in top 10

40 new 104 added 62 reduced 17 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	57,747	$43.1m13.39%	13.39%	Reduced -1.6k	-1,648 -2.8%
2	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	153,555	$32.7m10.15%	10.15%	Reduced -2.5k	-2,497 -1.6%
3	SPDR SER TR S&P DIVID ETF SDY	SDY	170,164	$25.9m8.04%	8.04%	Reduced -5.3k	-5,350 -3.0%
4	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	97,629	$23.1m7.17%	7.17%	Reduced -2.3k	-2,321 -2.3%
5	VANGUARD INDEX FDS MID CAP ETF VO	VO	208,499	$16.8m5.22%	5.22%	Added +1.8k	+1,843 0.9%
6	ABBVIE INC COM ABBV	ABBV	30,346	$7.6m2.37%	2.37%	Reduced -294	-294 -1.0%
7	INVESCO EXCH TRADED FD TR II S&P500 LOW VOL SPLV	SPLV	100,808	$7.6m2.34%	2.34%	Reduced -6.2k	-6,188 -5.8%
8	MICROSOFT CORP COM MSFT	MSFT	18,146	$6.8m2.10%	2.10%	Reduced -302	-302 -1.6%
9	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	9,434	$6.5m2.01%	2.01%	Added +303	+303 3.3%
10	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	71,895	$6.3m1.96%	1.96%	Added +61	+61 0.1%
11	APPLE INC COM AAPL	AAPL	20,639	$6.0m1.85%	1.85%	Reduced -152	-152 -0.7%
12	ISHARES TR SELECT DIVID ETF DVY	DVY	34,863	$5.4m1.69%	1.69%	Reduced -3.6k	-3,570 -9.3%
13	ISHARES TR CORE US AGGBD ET AGG	AGG	51,731	$5.1m1.59%	1.59%	Reduced -344	-344 -0.7%
14	ISHARES TR CORE S&P500 ETF IVV	IVV	6,473	$4.8m1.51%	1.51%	Reduced -41	-41 -0.6%
15	PROCTER AND GAMBLE CO COM PG	PG	26,520	$3.9m1.21%	1.21%	Reduced -1.0k	-1,024 -3.7%
16	ISHARES TR PFD AND INCM SEC PFF	PFF	127,007	$3.9m1.20%	1.20%	Reduced -3.5k	-3,518 -2.7%
17	SELECT SECTOR SPDR TR SBI HEALTHCARE XLV	XLV	24,067	$3.8m1.19%	1.19%	Reduced -35	-35 -0.1%
18	SELECT SECTOR SPDR TR SBI CONS DISCR XLY	XLY	32,008	$3.8m1.17%	1.17%	Added +36	+36 0.1%
19	JOHNSON & JOHNSON COM JNJ	JNJ	13,554	$3.4m1.07%	1.07%	Reduced -215	-215 -1.6%
20	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	9,052	$3.3m1.04%	1.04%	Reduced -16	-16 -0.2%
21	SPDR SERIES TRUST PORTFOLI S&P1500 SPTM	SPTM	36,635	$3.3m1.03%	1.03%	Added +1.7k	+1,748 5.0%
22	TJX COS INC NEW COM TJX	TJX	21,750	$3.3m1.02%	1.02%	Reduced -140	-140 -0.6%
23	ISHARES TR RUSSELL 2000 ETF IWM	IWM	10,791	$3.2m1.01%	1.01%	Added +1.3k	+1,257 13.2%
24	PROSHARES TR S&P 500 DV ARIST NOBL	NOBL	53,925	$3.0m0.94%	0.94%	Reduced -5.9k	-5,903 -9.9%
25	ELI LILLY & CO COM LLY	LLY	2,102	$2.5m0.78%	0.78%	Reduced -465	-465 -18.1%
26	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	12,968	$2.5m0.77%	0.77%	Added +163	+163 1.3%
27	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	3,204	$2.4m0.73%	0.73%	Unchanged
28	WALMART INC COM WMT	WMT	18,329	$2.1m0.64%	0.64%	Added +6	+6 0.0%
29	MCDONALDS CORP COM MCD	MCD	7,667	$2.1m0.64%	0.64%	Added +40	+40 0.5%
30	EXXON MOBIL CORP COM XOM	XOM	14,859	$2.0m0.63%	0.63%	Reduced -674	-674 -4.3%
31	ISHARES TR RUS 2000 GRW ETF IWO	IWO	4,949	$1.9m0.61%	0.61%	Added +33	+33 0.7%
32	COCA COLA CO COM KO	KO	23,934	$1.9m0.60%	0.60%	Added +38	+38 0.2%
33	CORNING INC COM GLW	GLW	7,502	$1.9m0.60%	0.60%	Added +6	+6 0.1%
34	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	22,234	$1.9m0.59%	0.59%	Added +10	+10 0.0%
35	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	3,599	$1.8m0.56%	0.56%	Reduced -81	-81 -2.2%
36	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	14,221	$1.7m0.53%	0.53%	Added +20	+20 0.1%
37	ISHARES TR CORE HIGH DV ETF HDV	HDV	60,152	$1.6m0.51%	0.51%	Added +397	+397 0.7%
38	EMERSON ELEC CO COM EMR	EMR	11,412	$1.6m0.51%	0.51%	Reduced -273	-273 -2.3%
39	MERCK & CO INC COM MRK	MRK	12,533	$1.6m0.50%	0.50%	Added +49	+49 0.4%
40	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	2	$1.5m0.47%	0.47%	Unchanged
41	AMAZON COM INC COM AMZN	AMZN	6,253	$1.5m0.46%	0.46%	Added +1.5k	+1,540 32.7%
42	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	26,998	$1.4m0.45%	0.45%	Reduced -1.8k	-1,779 -6.2%
43	NVIDIA CORPORATION COM NVDA	NVDA	7,147	$1.4m0.44%	0.44%	Added +102	+102 1.4%
44	DEERE & CO COM DE	DE	2,081	$1.3m0.41%	0.41%	Unchanged
45	VANGUARD WORLD FD INF TECH ETF VGT	VGT	10,093	$1.2m0.37%	0.37%	Reduced -3.2k	-3,235 -24.3%
46	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	579	$1.2m0.36%	0.36%	Unchanged
47	ISHARES TR MICRO-CAP ETF IWC	IWC	5,545	$1.1m0.34%	0.34%	Added +11	+11 0.2%
48	ALPHABET INC CAP STK CL C GOOG	GOOG	3,091	$1.1m0.34%	0.34%	Added +20	+20 0.7%
49	VANGUARD INDEX FDS VALUE ETF VTV	VTV	4,778	$1.0m0.32%	0.32%	Added +9	+9 0.2%
50	ALPHABET INC CAP STK CL A GOOGL	GOOGL	2,871	$1.0m0.32%	0.32%	Added +2	+2 0.1%
51	INVESCO EXCH TRADED FD TR II PFD ETF PGX	PGX	94,278	$1.0m0.32%	0.32%	Reduced -18.7k	-18,695 -16.6%
52	CISCO SYS INC COM CSCO	CSCO	8,634	$1.0m0.31%	0.31%	Added +26	+26 0.3%
53	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	3,576	$1.0m0.31%	0.31%	Added +4	+4 0.1%
54	SELECT SECTOR SPDR TR SBI INT-UTILS XLU	XLU	22,118	$1.0m0.31%	0.31%	Reduced -110	-110 -0.5%
55	ISHARES TR S&P 500 GRWT ETF IVW	IVW	7,015	$964.7k0.30%	0.30%	Added +7	+7 0.1%
56	PROSHARES TR S&P MDCP 400 DIV REGL	REGL	10,204	$934.4k0.29%	0.29%	Added +25	+25 0.2%
57	UNITEDHEALTH GROUP INC COM UNH	UNH	2,237	$929.9k0.29%	0.29%	Added +5	+5 0.2%
58	AMGEN INC COM AMGN	AMGN	2,382	$862.5k0.27%	0.27%	Added +1	+1 0.0%
59	BROADCOM INC COM AVGO	AVGO	2,278	$860.5k0.27%	0.27%	Added +1	+1 0.0%
60	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	5,359	$846.9k0.26%	0.26%	Reduced -303	-303 -5.3%
61	SELECT SECTOR SPDR TR SBI CONS STPLS XLP	XLP	9,853	$818.4k0.25%	0.25%	Reduced -476	-476 -4.6%
62	ISHARES TR S&P 500 VAL ETF IVE	IVE	3,455	$784.6k0.24%	0.24%	Added +13	+13 0.4%
63	HOME DEPOT INC COM HD	HD	2,170	$765.3k0.24%	0.24%	Added +2	+2 0.1%
64	SPDR GOLD TR GOLD SHS GLD	GLD	2,005	$738.6k0.23%	0.23%	Reduced -407	-407 -16.9%
65	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	8,591	$734.4k0.23%	0.23%	Added +160	+160 1.9%
66	PEPSICO INC COM PEP	PEP	5,367	$726.7k0.23%	0.23%	Reduced -195	-195 -3.5%
67	ABBOTT LABS COM ABT	ABT	7,927	$719.3k0.22%	0.22%	Reduced -70	-70 -0.9%
68	CHEVRON CORP NEW COM CVX	CVX	4,316	$715.4k0.22%	0.22%	Reduced -606	-606 -12.3%
69	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	13,139	$664.6k0.21%	0.21%	Reduced -134	-134 -1.0%
70	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	2,819	$618.5k0.19%	0.19%	Added +4	+4 0.1%
71	BANK NEW YORK MELLON CORP COM BNY	BNY	4,037	$583.8k0.18%	0.18%	Unchanged
72	CATERPILLAR INC COM CAT	CAT	500	$532.5k0.17%	0.17%	Unchanged
73	ISHARES TR RUS 1000 VAL ETF IWD	IWD	2,168	$525.5k0.16%	0.16%	Unchanged
74	AT&T INC COM T	T	24,925	$516.0k0.16%	0.16%	Added +63	+63 0.2%
75	COLGATE PALMOLIVE CO COM CL	CL	5,592	$512.7k0.16%	0.16%	Added +15	+15 0.3%
76	NUVEEN S&P 500 DYNAMIC OVERW COM XSSPX	XSSPX	27,374	$510.2k0.16%	0.16%	Added +503	+503 1.9%
77	PHILIP MORRIS INTL INC COM PM	PM	2,804	$507.3k0.16%	0.16%	Added +6	+6 0.2%
78	BLACKROCK ENHANCED EQUITY DI COM BDJ	BDJ	52,720	$504.5k0.16%	0.16%	Added +760	+760 1.5%
79	CSX CORP COM CSX	CSX	10,140	$481.9k0.15%	0.15%	Added +24	+24 0.2%
80	JPMORGAN CHASE & CO COM JPM	JPM	1,446	$473.4k0.15%	0.15%	Reduced -307	-307 -17.5%
81	NEXTERA ENERGY INC COM NEE	NEE	4,926	$432.3k0.13%	0.13%	Unchanged
82	PRINCIPAL FINANCIAL GROUP IN COM PFG	PFG	3,995	$430.6k0.13%	0.13%	Unchanged
83	VISA INC COM CL A V	V	1,253	$429.8k0.13%	0.13%	Added +23	+23 1.9%
84	GOLDMAN SACHS ETF TR EQUAL WEIGHT US GSEW	GSEW	4,485	$423.5k0.13%	0.13%	Unchanged
85	DISNEY WALT CO COM DIS	DIS	4,157	$400.1k0.12%	0.12%	Added +11	+11 0.3%
86	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	8,990	$398.8k0.12%	0.12%	Unchanged
87	NORFOLK SOUTHN CORP COM NSC	NSC	1,221	$384.1k0.12%	0.12%	Unchanged
88	VANGUARD INDEX FDS MCAP GR IDXVIP VOT	VOT	1,246	$381.7k0.12%	0.12%	Added +1	+1 0.1%
89	D R HORTON INC COM DHI	DHI	2,242	$365.3k0.11%	0.11%	Unchanged
90	AMERICAN ELEC PWR CO INC COM AEP	AEP	2,655	$363.2k0.11%	0.11%	Added +10	+10 0.4%
91	BANK AMERICA CORP COM BAC	BAC	6,344	$361.5k0.11%	0.11%	Added +64	+64 1.0%
92	ADVANCED MICRO DEVICES INC COM AMD	AMD	616	$357.8k0.11%	0.11%	Unchanged
93	SPDR SERIES TRUST S&P 600 SMCP GRW SLYG	SLYG	2,961	$352.7k0.11%	0.11%	Added +71	+71 2.5%
94	RTX CORPORATION COM RTX	RTX	1,822	$345.7k0.11%	0.11%	Reduced -249	-249 -12.0%
95	META PLATFORMS INC CL A META	META	602	$339.1k0.11%	0.11%	Unchanged
96	ISHARES TR CORE S&P TTL STK ITOT	ITOT	1,780	$292.4k0.09%	0.09%	Added +2	+2 0.1%
97	ORACLE CORP COM ORCL	ORCL	1,951	$285.9k0.09%	0.09%	Unchanged
98	WELLS FARGO CO NEW COM WFC	WFC	3,422	$282.8k0.09%	0.09%	Unchanged
99	ALTRIA GROUP INC COM MO	MO	3,930	$282.7k0.09%	0.09%	Added +47	+47 1.2%
100	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	1,117	$271.5k0.08%	0.08%	Added +5	+5 0.5%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
HONEYWELL INTL INC		742	$335.2k742 shares
THOMSON REUTERS CORP		1,829	$164.6k1.8k shares
VANGUARD INDEX FDS VV	VV	251	$74.9k251 shares
EVERSOURCE ENERGY ES	ES	874	$60.6k874 shares
DUPONT DE NEMOURS INC DWDP	DWDP	325	$44.7k325 shares
COGNIZANT TECHNOLOGY SOLUTIO CTSH	CTSH	602	$36.9k602 shares
REINSURANCE GRP OF AMERICA I RGA	RGA	71	$14.5k71 shares
BLACKROCK INC BLK	BLK	8	$7.7k8 shares
AUTODESK INC ADSK	ADSK	20	$4.8k20 shares
DANAHER CORPORATION DHR	DHR	21	$4.0k21 shares
SERVICENOW INC NOW	NOW	35	$3.7k35 shares
BROWN & BROWN INC BRO	BRO	48	$3.1k48 shares
INTUIT INTU	INTU	6	$2.6k6 shares
XYLEM INC XYL	XYL	20	$2.4k20 shares
BROADRIDGE FINL SOLUTIONS IN BR	BR	13	$2.1k13 shares
BERKLEY W R CORP WRB	WRB	24	$1.6k24 shares
NORTHWEST NAT HLDG CO NWN	NWN	1	$521 shares