Jackson Wealth Management, LLC Q3 2020 Filing

Filed October 13, 2020

Portfolio Value

$667.3M

Holdings

122

Report Date

Q3 2020

Filing Type

13F-HR

All Holdings (122 positions)

#StockSharesValue% PortfolioType
1
AMDADVANCED MICRO DEVICES INC
725,100$59.5M8.91%
2
BILSPDR SER TR
397,111$36.3M5.45%
3
AMZNAMAZON COM INC
10,838$34.1M5.11%
4
SHWSHERWIN WILLIAMS CO
48,000$33.4M5.01%
5
SHVISHARES TR
276,431$30.6M4.59%
6
AAPLAPPLE INC
241,707$28.0M4.19%
7
NDQINVESCO QQQ TR
98,737$27.4M4.11%
8
SHYISHARES TR
300,674$26.0M3.90%
9
MSFTMICROSOFT CORP
123,435$26.0M3.89%
10
XLGINVESCO EXCHANGE TRADED FD T
59,453$15.6M2.33%
11
VVVANGUARD INDEX FDS
90,555$14.2M2.12%
12
SPYMSPDR SER TR
298,830$11.8M1.76%
13
CRMSALESFORCE COM INC
42,224$10.6M1.59%
14
SCHXSCHWAB STRATEGIC TR
102,626$8.3M1.24%
15
DDOGDATADOG INC
80,000$8.2M1.22%
16
MAMASTERCARD INCORPORATED
23,240$7.9M1.18%
17
LMTLOCKHEED MARTIN CORP
20,189$7.7M1.16%
18
ADBEADOBE SYSTEMS INCORPORATED
15,239$7.5M1.12%
19
MGKVANGUARD WORLD FD
38,722$7.2M1.08%
20
OEFISHARES TR
44,970$7.0M1.05%
21
VOOVANGUARD INDEX FDS
22,700$7.0M1.05%
22
MCDMCDONALDS CORP
31,740$7.0M1.04%
23
SPYGSPDR SER TR
136,653$6.8M1.03%
24
KLACKLA CORP
34,832$6.7M1.01%
25
SPYSPDR S&P 500 ETF TR
20,119$6.7M1.01%
26
VVISA INC
33,685$6.7M1.01%
27
FTECFIDELITY COVINGTON TRUST
70,998$6.5M0.98%
28
IVVISHARES TR
17,993$6.0M0.91%
29
METAFACEBOOK INC
22,684$5.9M0.89%
30
BABAALIBABA GROUP HLDG LTD
19,676$5.8M0.87%
31
TSMTAIWAN SEMICONDUCTOR MFG LTD
70,000$5.7M0.85%
32
TXNTEXAS INSTRS INC
33,869$4.8M0.72%
33
HDHOME DEPOT INC
17,189$4.8M0.72%
34
NKENIKE INC
37,093$4.7M0.70%
35
MRKMERCK & CO. INC
55,643$4.6M0.69%
36
MXIMMAXIM INTEGRATED PRODS INC
67,365$4.6M0.68%
37
GOOGLALPHABET INC
3,018$4.4M0.66%
38
BLKCHFBLACKROCK INC
7,839$4.4M0.66%
39
APDAIR PRODS & CHEMS INC
14,708$4.4M0.66%
40
MGCVANGUARD WORLD FD
36,372$4.4M0.65%
41
MLB1MERCADOLIBRE INC
4,000$4.3M0.65%
42
VUGVANGUARD INDEX FDS
18,458$4.2M0.63%
43
AVGOBROADCOM INC
11,309$4.1M0.62%
44
UNHUNITEDHEALTH GROUP INC
13,148$4.1M0.61%
45
AMGNAMGEN INC
16,002$4.1M0.61%
46
QCOMQUALCOMM INC
33,330$3.9M0.59%
47
VGSHVANGUARD SCOTTSDALE FDS
61,430$3.8M0.57%
48
ETNEATON CORP PLC
36,442$3.7M0.56%
49
BACVERIZON COMMUNICATIONS INC
58,978$3.5M0.53%
50
AJGGALLAGHER ARTHUR J & CO
33,065$3.5M0.52%
51
ACNACCENTURE PLC IRELAND
15,247$3.4M0.52%
52
VEEVVEEVA SYS INC
11,809$3.3M0.50%
53
ZNGAEURZYNGA INC
350,000$3.2M0.48%
54
KODKEASTMAN KODAK CO
360,000$3.2M0.48%
55
ICEINTERCONTINENTAL EXCHANGE IN
30,911$3.1M0.46%
56
ABTABBOTT LABS
28,156$3.1M0.46%
57
DUKDUKE ENERGY CORP NEW
33,282$2.9M0.44%
58
VGTVANGUARD WORLD FDS
9,141$2.8M0.43%
59
CHDCHURCH & DWIGHT INC
29,763$2.8M0.42%
60
ULUNILEVER PLC
41,877$2.6M0.39%
61
NOWSERVICENOW INC
5,128$2.5M0.37%
62
JNJJOHNSON & JOHNSON
16,264$2.4M0.36%
63
UPSUNITED PARCEL SERVICE INC
14,337$2.4M0.36%
64
ITWILLINOIS TOOL WKS INC
12,343$2.4M0.36%
65
SBUXSTARBUCKS CORP
27,385$2.4M0.35%
66
KOCOCA COLA CO
45,441$2.2M0.34%
67
XLKSELECT SECTOR SPDR TR
18,308$2.1M0.32%
68
RNGRINGCENTRAL INC
7,549$2.1M0.31%
69
INTCINTEL CORP
39,996$2.1M0.31%
70
LRCXEURLAM RESEARCH CORP
6,114$2.0M0.30%
71
ADSKAUTODESK INC
8,694$2.0M0.30%
72
MRSHMARSH & MCLENNAN COS INC
17,442$2.0M0.30%
73
RKTROCKET COS INC
100,000$2.0M0.30%
74
GILDGILEAD SCIENCES INC
30,788$1.9M0.29%
75
SPLKCHFSPLUNK INC
10,241$1.9M0.29%
76
IWFISHARES TR
8,330$1.8M0.27%
77
CSGPCOSTAR GROUP INC
2,092$1.8M0.27%
78
STESTERIS PLC
9,977$1.8M0.26%
79
GRMNGARMIN LTD
18,129$1.7M0.26%
80
ROPROPER TECHNOLOGIES INC
4,339$1.7M0.26%
81
KELKELLOGG CO
26,358$1.7M0.26%
82
CSXCSX CORP
21,132$1.6M0.25%
83
PFEPFIZER INC
44,452$1.6M0.24%
84
AWCAMERICAN WTR WKS CO INC NEW
11,111$1.6M0.24%
85
NFLXNETFLIX INC
3,000$1.5M0.22%
86
IXNISHARES TR
5,561$1.5M0.22%
87
QRVOQORVO INC
11,357$1.5M0.22%
88
AEEAMEREN CORP
17,404$1.4M0.21%
89
LNTALLIANT ENERGY CORP
26,397$1.4M0.20%
90
IBMINTERNATIONAL BUSINESS MACHS
10,401$1.3M0.19%
91
AWRAMER STATES WTR CO
16,300$1.2M0.18%
92
AESAES CORP
66,480$1.2M0.18%
93
WTRGESSENTIAL UTILS INC
29,884$1.2M0.18%
94
DDOMINION ENERGY INC
14,961$1.2M0.18%
95
ELVANTHEM INC
4,389$1.2M0.18%
96
WECWEC ENERGY GROUP INC
12,112$1.2M0.18%
97
GOOGALPHABET INC
796$1.2M0.18%
98
NEENEXTERA ENERGY INC
4,081$1.1M0.17%
99
AEPAMERICAN ELEC PWR CO INC
13,719$1.1M0.17%
100
AZNASTRAZENECA PLC
20,027$1.1M0.16%
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