StockDriftsStockDriftsTop 50 Jackson, Grant Investment Advisers, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 12.9% | 59.4K | $38.6M | -0.60%(-361) | $241.83(+207.98%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 10% | 156.1K | $29.9M | -0.21%(-322) | $105.62(+103.48%) | 2026-03-31 | |
| SDY | SPDR SERIES TRUST | 8.55% | 175.5K | $25.6M | -0.21%(-366) | $87.84(+77.21%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 7.18% | 100.0K | $21.5M | -0.44%(-438) | $96.82(+146.46%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 4.95% | 51.7K | $14.8M | +1.29%(+656) | $35.78(+125.00%) | 2026-03-31 | |
| SPLV | INVESCO EXCH TRADED FD TR II | 2.61% | 107.0K | $7.8M | -4.34%(-4.86K) | $49.07(+56.38%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.28% | 18.4K | $6.8M | +0.35%(+64) | $128.34(+204.25%) | 2026-03-31 | |
| ABBV | ABBVIE INC | 2.22% | 30.6K | $6.7M | -1.79%(-557) | $67.18(+288.62%) | 2026-03-31 | |
| DVY | ISHARES TR | 1.94% | 38.4K | $5.8M | -1.27%(-494) | $65.01(+144.70%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 1.84% | 71.8K | $5.5M | -2.46%(-1.81K) | $44.19(+98.38%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.31% | +34.22% |
| Top 20 Holdings Unweighted | +9.99% | +33.08% |
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