JACKSON WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 205K | $55.78M |
 | AVGO | 166K | $57.51M |
 | MSFT | 136K | $65.58M |
 | KMI | 119K | $3.28M |
 | LRCX | 106K | $18.07M |
 | WMB | 84K | $5.04M |
 | NVDA | 74K | $13.79M |
 | BX | 68K | $10.46M |
 | GOOGL | 60K | $18.76M |
 | ORCL | 55K | $10.81M |
 | HSBC | 53K | $4.16M |
 | BSX | 48K | $4.54M |
 | ABBV | 46K | $10.49M |
 | ARES | 44K | $7.13M |
 | GOOG | 43K | $13.49M |
 | EVR | 40K | $13.65M |
 | TSM | 36K | $11.03M |
 | MA | 32K | $18.03M |
 | BTI | 30K | $1.72M |
 | AMZN | 30K | $6.83M |
Apple Inc.
AAPL
Shares Held
205K
Value
$55.78M
Broadcom Inc.
AVGO
Shares Held
166K
Value
$57.51M
Microsoft Corporation
MSFT
Shares Held
136K
Value
$65.58M
Kinder Morgan, Inc.
KMI
Shares Held
119K
Value
$3.28M
Lam Research Corporation
LRCX
Shares Held
106K
Value
$18.07M
The Williams Companies, Inc.
WMB
Shares Held
84K
Value
$5.04M
NVIDIA Corporation
NVDA
Shares Held
74K
Value
$13.79M
Blackstone Inc.
BX
Shares Held
68K
Value
$10.46M
Alphabet Inc.
GOOGL
Shares Held
60K
Value
$18.76M
Oracle Corporation
ORCL
Shares Held
55K
Value
$10.81M
HSBC Holdings plc
HSBC
Shares Held
53K
Value
$4.16M
Boston Scientific Corporation
BSX
Shares Held
48K
Value
$4.54M
AbbVie Inc.
ABBV
Shares Held
46K
Value
$10.49M
Ares Management Corporation
ARES
Shares Held
44K
Value
$7.13M
Alphabet Inc.
GOOG
Shares Held
43K
Value
$13.49M
Evercore Inc.
EVR
Shares Held
40K
Value
$13.65M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
36K
Value
$11.03M
Mastercard Incorporated
MA
Shares Held
32K
Value
$18.03M
British American Tobacco p.l.c.
BTI
Shares Held
30K
Value
$1.72M
Amazon.com, Inc.
AMZN
Shares Held
30K
Value
$6.83M