Avoid Fraud, Get The Facts, And Find The Best
Legal Name: JACKSON, GRANT INVESTMENT ADVISERS, INC.
Period of report:
Jun 30, 2019
Effectiveness Date:
Aug 13, 2019
Security |
Shares Held / Principal Amount |
Market Value |
Option |
INVESCO EXCHANGETRAD (46137V357)
|
137,279 |
$14,799k |
|
ISHARES (464287168)
|
69,393 |
$6,909k |
|
ISHARES U S ETF TR (46431W507)
|
134,729 |
$6,781k |
|
INVESCO EXCHNG TRADED FD TR (46138E354)
|
110,285 |
$6,068k |
|
ISHARES TR CORE US AGGBD ET (464287226)
|
47,210 |
$5,257k |
|
ISHARES TR (464288687)
|
126,228 |
$4,651k |
|
ISHARES TR CORE S&P500 ETF (464287200)
|
10,263 |
$3,025k |
|
ABBVIE INC (00287Y109)
|
34,250 |
$2,491k |
|
JOHNSON & JOHNSON (478160104)
|
15,821 |
$2,204k |
|
ISHARES TR RUS 2000 GRW ETF (464287648)
|
8,113 |
$1,630k |
|
AT&T INC (00206R102)
|
44,391 |
$1,488k |
|
COCA-COLA CO (191216100)
|
25,547 |
$1,301k |
|
Exxon Mobil Corp (30231G102)
|
14,610 |
$1,120k |
|
Apple Inc (037833100)
|
5,505 |
$1,090k |
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
6,450 |
$1,003k |
|
Berkshire Hathaway, Inc. (084670702)
|
4,604 |
$981k |
|
ABBOTT LABS (002824100)
|
10,673 |
$898k |
|
DISNEY WALT CO (254687106)
|
5,877 |
$821k |
|
ISHARES TR CORE HIGH DV ETF (46429B663)
|
8,635 |
$816k |
|
EMERSON ELEC CO (291011104)
|
11,278 |
$752k |
|
CSX CORP (126408103)
|
8,483 |
$656k |
|
ISHARES (464288869)
|
6,974 |
$650k |
|
BERKSHIRE HATHAWAY (084670108)
|
2 |
$637k |
|
INTL BUSINESS MCHN (459200101)
|
4,611 |
$636k |
|
AMGEN INC (031162100)
|
2,574 |
$474k |
|
INTEL CORP (458140100)
|
9,881 |
$473k |
|
COLGATE PALMOLIVE CO (194162103)
|
6,475 |
$464k |
|
BLACKROCK ENHNCD EQ (09251A104)
|
51,444 |
$456k |
|
ALTRIA GROUP INC (02209S103)
|
9,252 |
$438k |
|
LILLY ELI & CO (532457108)
|
3,454 |
$383k |
|
ISHARES TR S&P 500 VAL ETF (464287408)
|
2,985 |
$348k |
|
Deere & Co (244199105)
|
2,081 |
$345k |
|
Chevron Corp (166764100)
|
2,748 |
$342k |
|
HOME DEPOT INC (437076102)
|
1,597 |
$332k |
|
COMCAST CORP (20030N101)
|
7,618 |
$322k |
|
ISHARES TR S&P 500 GRWT ETF (464287309)
|
1,659 |
$297k |
|
ISHARES TR (46432F396)
|
2,352 |
$279k |
|
CISCO SYSTEMS INC (17275R102)
|
5,038 |
$276k |
|
Bristol-Myers Squibb Co (110122108)
|
6,062 |
$275k |
|
JPMORGAN CHASE & CO (46625H100)
|
2,445 |
$273k |
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
3,410 |
$267k |
|
KIMBERLY CLARK CORP (494368103)
|
2,003 |
$267k |
|
CORNING INCORPORATED (219350105)
|
7,391 |
$246k |
|
GENERAL MILLS INC (370334104)
|
4,380 |
$230k |
|
INGERSOLL-RAND PLC (G47791101)
|
1,553 |
$197k |
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
1,054 |
$197k |
|
ALPHABET INC (02079K305)
|
170 |
$184k |
|
HUNTINGTON BANCSHARE (446150104)
|
11,965 |
$165k |
|
Bank of America Corp. (060505104)
|
5,662 |
$164k |
|
LIVERAMP HLDGS INC (53815P108)
|
3,376 |
$164k |
|
3M CO (88579Y101)
|
889 |
$154k |
|
FEDERAL RLTY INVT TR (313747206)
|
1,165 |
$150k |
|
AEP (025537101)
|
1,690 |
$149k |
|
ADP (053015103)
|
858 |
$142k |
|
ISHARES TR RUS 1000 VAL ETF (464287598)
|
1,104 |
$140k |
|
INTERXION HOLDING N.V (N47279109)
|
1,783 |
$136k |
|
Alphabet Inc (02079K107)
|
125 |
$135k |
|
CDN PACIFIC RAILWAY (13645T100)
|
562 |
$132k |
|
ILLINOIS TOOL WORKS (452308109)
|
839 |
$127k |
|
ISHARES (464287879)
|
847 |
$126k |
|
Booking Holdings, Inc. (09857L108)
|
66 |
$124k |
|
DOLBY LABORATORIES INC-CL A (25659T107)
|
1,758 |
$114k |
|
CONSOLDTD EDISON INC (209115104)
|
1,164 |
$102k |
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
643 |
$101k |
|
ISHARES (464287705)
|
634 |
$101k |
|
ALLSTATE CORP (020002101)
|
979 |
$100k |
|
ISHARES (464287887)
|
533 |
$97k |
|
D R HORTON INC (23331A109)
|
2,207 |
$95k |
|
Boeing Co/The (097023105)
|
239 |
$87k |
|
CALIFORNIA WTR SVC (130788102)
|
1,642 |
$83k |
|
HONEYWELL INTL INC (438516106)
|
460 |
$80k |
|
DOMINION ENERGY INC (25746U109)
|
936 |
$72k |
|
ISHARES TR (46432F339)
|
765 |
$70k |
|
AQUA AMERICA INC (03836W103)
|
1,669 |
$69k |
|
ISHARES TR RUS MDCP VAL ETF (464287473)
|
745 |
$66k |
|
EVERSOURCE ENERGY (30040W108)
|
863 |
$65k |
|
ISHARES TR RUS MD CP GR ETF (464287481)
|
407 |
$58k |
|
LIGAND PHARMACEUTICALS (53220K504)
|
500 |
$57k |
|
GILEAD SCIENCES INC (375558103)
|
827 |
$56k |
|
ALLEGION PLC (G0176J109)
|
506 |
$56k |
|
ACCENTURE PLC IRELAND (G1151C101)
|
299 |
$55k |
|
ALIGN TECHNOLOGY INC (016255101)
|
200 |
$55k |
|
Fox Corp (35137L204)
|
1,341 |
$49k |
|
CLOROX CO (189054109)
|
298 |
$46k |
|
Facebook Inc (30303M102)
|
237 |
$46k |
|
BlackRock, Inc. (09247X101)
|
93 |
$44k |
|
DUKE ENERGY CORP (26441C204)
|
450 |
$40k |
|
ISHARES TR S&P MC 400GR ETF (464287606)
|
170 |
$39k |
|
ISHARES (464287242)
|
277 |
$34k |
|
ENBRIDGE INC (29250N105)
|
905 |
$33k |
|
HSBC HLDGS PLC (404280604)
|
1,214 |
$32k |
|
ISHARES TR (46429B267)
|
1,161 |
$30k |
|
GENERAL DYNAMICS (369550108)
|
160 |
$29k |
|
CHARTER COMMUNICATIO (16119P108)
|
69 |
$27k |
|
Amazon.com Inc (023135106)
|
14 |
$27k |
|
COSTCO WHSL CORP (22160K105)
|
94 |
$25k |
|
FOX CORPORATION (35137L105)
|
670 |
$25k |
|
AUTOZONE INC (053332102)
|
22 |
$24k |
|
ANTHEM INC (036752103)
|
83 |
$23k |
|
BB&T CORPORATION (054937107)
|
425 |
$21k |
|
ANSYS Inc (03662Q105)
|
100 |
$20k |
|
APPLE HOSPITALITY (03784Y200)
|
1,188 |
$19k |
|
ISHARES INC CORE MSCI EMKT (46434G103)
|
353 |
$18k |
|
DOVER CORP (260003108)
|
146 |
$15k |
|
EDWARDS LIFESCIENCE (28176E108)
|
82 |
$15k |
|
M & T BK CORP (55261F104)
|
90 |
$15k |
|
ADOBE INC (00724F101)
|
50 |
$15k |
|
DELTA AIR LINES (247361702)
|
217 |
$12k |
|
DIAGEO P L C (25243Q205)
|
63 |
$11k |
|
INVESCO EXCHANGE TRADED FD T (46137V266)
|
92 |
$11k |
|
ALLOGENE THERAPEUTICS INC COM (019770106)
|
400 |
$11k |
|
ISHARES TR (464287457)
|
123 |
$10k |
|
Lockheed Martin Corp (539830109)
|
21 |
$8k |
|
THE CHEMOURS COMPANY (163851108)
|
246 |
$6k |
|
BRIGHTHOUSE FINL INC COM (10922N103)
|
52 |
$2k |
|
INTUITIVE SURGIC INC (46120E602)
|
4 |
$2k |
|
FOOT LOCKER INC (344849104)
|
6 |
$0k |
|
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