Jackson-Thornton-Wealth-Management
AI_NATIVE detailed information: This accession holds the following tickers:[ "ABT", "ABBV", "OBDC", "GOOGL", "UNIT", "SCHH", null, "AVDE", "AVGO", null, null, "SAN", null, null, null, null, null, "HD", null, null, "UNP", "HRZN", "BKNG", "META", "NEWT", null, "MA", "MSFT", "MDLZ", "DX", "IWD", null, null, "VGIT", "PEP", "IEMG", "IVV", "UNH", "AAPL", "SPY", null, "NVDA", "PG", "MRK", "MPW", "RITM", "IBM", "VNQ", null, "VSS", null, null, null, null, null, null, "LYG", null, "AMZN", null, null, null, "VUG", "BSV", "V", "WMT", null, "SCHD", "SCHG", "SO", "TAK", "CRM", "ARLP", null, "KMB", "ADP", "BRK-B", "CPB", "CVX", "CSCO", "KO", "CMCSA", "COP", "COTY", "COST", null, null, null, null, "DFAX", "DFAC", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "NFLX", "ITOT", "VTI", "JPM", "QUAL" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-29
- Total Holdings
- 187
- Total Value
- 753233741
- Accession Number
- 0001903880-25-000002
- Form Type
- 13F-HR
- Manager Name
- Jackson-Thornton-Wealth-Management
Data Enrichment
70% identified130 identified57 unidentified
Holdings
187 positions • $753.2M total value
Manager:
Search and click to pin securities to the top
Page 6 of 6
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
15.2K | YoY NEW(+15.2K) | All Managers (Combined) | $57.0K | 0.0% ($57.0K/$753.2M) | YoY NEW(+$57.0K) |