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  Name: Jackson Grant Investment Advisers Inc.
  City: Stamford
  State: CT
  Zip: 06905
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $244,060,000
  Total Value Change : $18,375,000
  Securities Held Change : -2
   
All Securities Held : 392
  New Positions : 4
  Closed Positions : 6
  Increased Positions : 92
  Unchanged Positions : 257
  Decreased Positions : 39

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 4     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (GBTC)1 Year Chart         GBTC Grayscale Bitcoin 146 New $0.00 $88,000 1,387 0.04% 88,000 1,387 0    N/A
   (PPA)1 Year Chart         PPA Invesco Aerospace & Defense... 219 New $105.73 $21,000 204 0.01% 21,000 204 0.001    Closed - End Fund - Debt
   (XBI)1 Year Chart         XBI streetTRACKS Series Trust S... 223 New $91.57 $20,000 213 0.01% 20,000 213 0    Closed - End Fund - E...
   (XSD)1 Year Chart         XSD streetTRACKS Series Trust -... 222 New $240.88 $20,000 86 0.01% 20,000 86 0    Closed - End Fund - E...

      4 Records Found
  1    
Page 1 of 1
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