Jackson Wealth Management LLC

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Assets, Funds, Holdings

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Jackson Wealth Management LLC
CRD #147642
SEC #801-69469
CIK #0001536799
AUM$437.8 MM
Employees12
Phone407-585-0235
Address755 Primera Blvd Suite 1001
Lake Mary, FL 32746
Links IAPDexternal EDGARexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
IVV 43.7
SPLG 23.1
SPTM 12.2
WMT 286,110.0 11.1
SPAB 10.6
SPYG 10.3
VTI 9.6
AAPL 843,560.0 9.6
SPYV 9.6
MSFT 865,660.0 9.5
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Holdings by Sector ($BB)