JACKSON WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 202K | $51.40M |
 | AVGO | 169K | $55.88M |
 | MSFT | 134K | $69.28M |
 | KMI | 117K | $3.32M |
 | LRCX | 104K | $13.93M |
 | WMB | 81K | $5.14M |
 | NVDA | 73K | $13.59M |
 | BX | 70K | $11.93M |
 | FTNT | 66K | $5.56M |
 | GOOGL | 59K | $14.31M |
 | ORCL | 51K | $14.28M |
 | HSBC | 50K | $3.56M |
 | BSX | 47K | $4.57M |
 | ABBV | 44K | $10.28M |
 | ARES | 43K | $6.88M |
 | GOOG | 42K | $10.25M |
 | EVR | 39K | $13.31M |
 | TSM | 36K | $9.93M |
 | MA | 30K | $17.33M |
 | AMZN | 29K | $6.35M |
Apple Inc.
AAPL
Shares Held
202K
Value
$51.40M
Broadcom Inc.
AVGO
Shares Held
169K
Value
$55.88M
Microsoft Corporation
MSFT
Shares Held
134K
Value
$69.28M
Kinder Morgan, Inc.
KMI
Shares Held
117K
Value
$3.32M
Lam Research Corporation
LRCX
Shares Held
104K
Value
$13.93M
The Williams Companies, Inc.
WMB
Shares Held
81K
Value
$5.14M
NVIDIA Corporation
NVDA
Shares Held
73K
Value
$13.59M
Blackstone Inc.
BX
Shares Held
70K
Value
$11.93M
Fortinet, Inc.
FTNT
Shares Held
66K
Value
$5.56M
Alphabet Inc.
GOOGL
Shares Held
59K
Value
$14.31M
Oracle Corporation
ORCL
Shares Held
51K
Value
$14.28M
HSBC Holdings plc
HSBC
Shares Held
50K
Value
$3.56M
Boston Scientific Corporation
BSX
Shares Held
47K
Value
$4.57M
AbbVie Inc.
ABBV
Shares Held
44K
Value
$10.28M
Ares Management Corporation
ARES
Shares Held
43K
Value
$6.88M
Alphabet Inc.
GOOG
Shares Held
42K
Value
$10.25M
Evercore Inc.
EVR
Shares Held
39K
Value
$13.31M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
36K
Value
$9.93M
Mastercard Incorporated
MA
Shares Held
30K
Value
$17.33M
Amazon.com, Inc.
AMZN
Shares Held
29K
Value
$6.35M