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| Name: |
Jackson Wealth Management LLC |
| City: |
LAKE MARY |
| State: |
FL |
| Zip: |
32746 |
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data |
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Filing Period: |
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| Holdings
Found :
5 |
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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 |
|
JKD |
iShares Trust - Large Core ... |
11 |
New |
$72.09 |
$9,949,000 |
151,288 |
1.31% |
9,949,000 |
151,288 |
0.378 |
Closed - End Fund - E... |
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URI |
United Rentals Inc |
38 |
New |
$698.13 |
$4,322,000 |
7,537 |
0.57% |
4,322,000 |
7,537 |
0.01 |
Rental & Leasing Serv... |
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NXPI |
NXP Semiconductors NV |
58 |
New |
$261.73 |
$1,925,000 |
8,382 |
0.25% |
1,925,000 |
8,382 |
0.003 |
Semiconductor- Broad... |
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QQQM |
Invesco Nasdaq 100 Etf |
63 |
New |
$0.00 |
$1,616,000 |
9,589 |
0.21% |
1,616,000 |
9,589 |
0.011 |
N/A |
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EFA |
iShares TR MSCI EAFE Indx FD |
88 |
New |
$80.34 |
$203,000 |
2,700 |
0.03% |
203,000 |
2,700 |
0 |
Closed - End Fund - E... |
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