0001104659-24-058508.txt : 20240508 0001104659-24-058508.hdr.sgml : 20240508 20240508101836 ACCESSION NUMBER: 0001104659-24-058508 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240508 DATE AS OF CHANGE: 20240508 EFFECTIVENESS DATE: 20240508 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Jackson, Grant Investment Advisers, Inc. CENTRAL INDEX KEY: 0001650300 ORGANIZATION NAME: IRS NUMBER: 900891495 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17486 FILM NUMBER: 24924648 BUSINESS ADDRESS: STREET 1: 2 HIGH RIDGE PARK STREET 2: THIRD FLOOR CITY: STAMFORD STATE: CT ZIP: 06905 BUSINESS PHONE: 203-322-1198 MAIL ADDRESS: STREET 1: 2 HIGH RIDGE PARK STREET 2: THIRD FLOOR CITY: STAMFORD STATE: CT ZIP: 06905 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001650300 XXXXXXXX 03-31-2024 03-31-2024 false Jackson, Grant Investment Advisers, Inc.

2 High Ridge Park Third Floor Stamford CT 06905

13F HOLDINGS REPORT 028-17486 N Bob Carroll 203-322-1198 /s/ Bob Carroll Stamford CT 05-07-2024 0 392 244057400 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 25728 243 SH SOLE 0 0 243 ABBOTT LABS COM 002824100 994884 8753 SH SOLE 0 0 8753 ABBVIE INC COM 00287Y109 5629418 30914 SH SOLE 0 0 30914 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 137261 396 SH SOLE 0 0 396 ADOBE INC COM 00724F101 58029 115 SH SOLE 0 0 115 ADVANCED MICRO DEVICES INC COM 007903107 111182 616 SH SOLE 0 0 616 AECOM COM 00766T100 47765 487 SH SOLE 0 0 487 AGILENT TECHNOLOGIES INC COM 00846U101 14842 102 SH SOLE 0 0 102 AIR PRODS & CHEMS INC COM 009158106 15990 66 SH SOLE 0 0 66 ALCON AG ORD SHS H01301128 11952 144 SH SOLE 0 0 144 ALIGN TECHNOLOGY INC COM 016255101 1968 6 SH SOLE 0 0 6 ALLEGION PLC ORD SHS G0176J109 68163 506 SH SOLE 0 0 506 ALLSTATE CORP COM 020002101 191789 1109 SH SOLE 0 0 1109 ALPHABET INC CAP STK CL A 02079K305 411435 2726 SH SOLE 0 0 2726 ALPHABET INC CAP STK CL C 02079K107 469722 3085 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COM 369550108 50568 179 SH SOLE 0 0 179 GENERAL ELECTRIC CO COM NEW 369604301 6495 37 SH SOLE 0 0 37 GENERAL MLS INC COM 370334104 98533 1408 SH SOLE 0 0 1408 GENPACT LIMITED SHS G3922B107 7414 225 SH SOLE 0 0 225 GENUINE PARTS CO COM 372460105 2479 16 SH SOLE 0 0 16 GILEAD SCIENCES INC COM 375558103 70593 964 SH SOLE 0 0 964 GLOBAL PMTS INC COM 37940X102 10425 78 SH SOLE 0 0 78 GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 4770 105 SH SOLE 0 0 105 GLOBAL X FDS US INFR DEV ETF 37954Y673 64358 1617 SH SOLE 0 0 1617 GLOBAL X FDS AUTONMOUS EV ETF 37954Y624 7196 291 SH SOLE 0 0 291 GOLDMAN SACHS GROUP INC COM 38141G104 61400 147 SH SOLE 0 0 147 GRAINGER W W INC COM 384802104 7121 7 SH SOLE 0 0 7 GRAYSCALE BITCOIN TR BTC SHS REP COM UT 389637109 87617 1387 SH SOLE 0 0 1387 HALEON PLC SPON ADS 405552100 6775 798 SH SOLE 0 0 798 HALLIBURTON CO COM 406216101 2129 54 SH SOLE 0 0 54 HDFC BANK LTD SPONSORED ADS 40415F101 2239 40 SH SOLE 0 0 40 HOME DEPOT INC COM 437076102 450449 1174 SH SOLE 0 0 1174 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688807 1551 SH SOLE 0 0 1551 ISHARES INC CORE MSCI EMKT 46434G103 31723 615 SH SOLE 0 0 615 ISHARES TR S&P MC 400VL ETF 464287705 164424 1390 SH SOLE 0 0 1390 ISHARES TR S&P MC 400GR ETF 464287606 65027 713 SH SOLE 0 0 713 ISHARES TR CORE S&P SCP ETF 464287804 125587 1136 SH SOLE 0 0 1136 ISHARES TR SP SMCP600VL ETF 464287879 187504 1825 SH SOLE 0 0 1825 ISHARES TR S&P SML 600 GWT 464287887 145759 1115 SH SOLE 0 0 1115 ISHARES TR S&P 500 VAL ETF 464287408 628012 3362 SH SOLE 0 0 3362 ISHARES TR CORE S&P500 ETF 464287200 3856035 7335 SH SOLE 0 0 7335 ISHARES TR S&P 500 GRWT ETF 464287309 600848 7116 SH SOLE 0 0 7116 ISHARES TR RUS 1000 VAL ETF 464287598 347176 1938 SH SOLE 0 0 1938 ISHARES TR RUS 1000 GRW ETF 464287614 96446 286 SH SOLE 0 0 286 ISHARES TR RUSSELL 2000 ETF 464287655 1956846 9305 SH SOLE 0 0 9305 ISHARES TR CORE S&P US GWT 464287671 98840 843 SH SOLE 0 0 843 ISHARES TR RUS 2000 GRW ETF 464287648 1424190 5259 SH SOLE 0 0 5259 ISHARES TR RUS MD CP GR ETF 464287481 95286 835 SH SOLE 0 0 835 ISHARES TR CORE US AGGBD ET 464287226 4256019 43455 SH SOLE 0 0 43455 ISHARES TR SELECT DIVID ETF 464287168 4894021 39731 SH SOLE 0 0 39731 ISHARES TR MICRO-CAP ETF 464288869 657742 5427 SH SOLE 0 0 5427 ISHARES TR CORE S&P TTL STK 464287150 243523 2112 SH SOLE 0 0 2112 ISHARES TR PFD AND INCM SEC 464288687 4682279 145277 SH SOLE 0 0 145277 ISHARES TR CRE U S REIT ETF 464288521 213723 3973 SH SOLE 0 0 3973 ISHARES TR CORE HIGH DV ETF 46429B663 1488089 13502 SH SOLE 0 0 13502 ISHARES TR CORE MSCI EAFE 46432F842 93443 1259 SH SOLE 0 0 1259 ISHARES TR MSCI USA QLT FCT 46432F339 391883 2384 SH SOLE 0 0 2384 ISHARES TR CORE DIV GRWTH 46434V621 71356 1229 SH SOLE 0 0 1229 JOHNSON & JOHNSON COM 478160104 2265035 14318 SH SOLE 0 0 14318 JOHNSON CTLS INTL PLC SHS G51502105 4572 70 SH SOLE 0 0 70 JPMORGAN CHASE & CO COM 46625H100 588100 2936 SH SOLE 0 0 2936 JUNIPER NETWORKS INC COM 48203R104 3187 86 SH SOLE 0 0 86 KELLANOVA COM 487836108 12661 221 SH SOLE 0 0 221 KIMBERLY-CLARK 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761152107 1782 9 SH SOLE 0 0 9 RLJ LODGING TR CUM CONV PFD A 74965L200 33256 1358 SH SOLE 0 0 1358 ROCKWELL AUTOMATION INC COM 773903109 3496 12 SH SOLE 0 0 12 ROPER TECHNOLOGIES INC COM 776696106 5048 9 SH SOLE 0 0 9 ROYAL CARIBBEAN GROUP COM V7780T103 18905 136 SH SOLE 0 0 136 RTX CORPORATION COM 75513E101 203857 2090 SH SOLE 0 0 2090 S&P GLOBAL INC COM 78409V104 6382 15 SH SOLE 0 0 15 SALESFORCE INC COM 79466L302 6626 22 SH SOLE 0 0 22 SCHLUMBERGER LTD COM STK 806857108 6577 120 SH SOLE 0 0 120 SCHWAB CHARLES CORP COM 808513105 4485 62 SH SOLE 0 0 62 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 25177 412 SH SOLE 0 0 412 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 19358 240 SH SOLE 0 0 240 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 770409 11735 SH SOLE 0 0 11735 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 1191312 28284 SH SOLE 0 0 28284 SELECT SECTOR SPDR TR INDL 81369Y704 67459 536 SH SOLE 0 0 536 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1392396 6686 SH SOLE 0 0 6686 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 831197 10885 SH SOLE 0 0 10885 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 3499904 23691 SH SOLE 0 0 23691 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 3678105 20002 SH SOLE 0 0 20002 SERVICENOW INC COM 81762P102 5337 7 SH SOLE 0 0 7 SHELL PLC SPON ADS 780259305 9520 142 SH SOLE 0 0 142 SIMON PPTY GROUP INC NEW COM 828806109 5947 38 SH SOLE 0 0 38 SNAP ON INC COM 833034101 59244 200 SH SOLE 0 0 200 SONY GROUP CORP SPONSORED ADR 835699307 8660 101 SH SOLE 0 0 101 SOUTHERN CO COM 842587107 141356 1970 SH SOLE 0 0 1970 SOUTHERN COPPER CORP COM 84265V105 1385 13 SH SOLE 0 0 13 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 155823 392 SH SOLE 0 0 392 SPDR GOLD TR GOLD SHS 78463V107 292328 1421 SH SOLE 0 0 1421 SPDR S&P 500 ETF TR TR UNIT 78462F103 31812055 60818 SH SOLE 0 0 60818 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 147377 265 SH SOLE 0 0 265 SPDR SER TR S&P 600 SMCP GRW 78464A201 237603 2724 SH SOLE 0 0 2724 SPDR SER TR PRTFLO S&P500 GW 78464A409 983779 13449 SH SOLE 0 0 13449 SPDR SER TR PORTFOLI S&P1500 78464A805 821244 12802 SH SOLE 0 0 12802 SPDR SER TR S&P DIVID ETF 78464A763 23032820 175502 SH SOLE 0 0 175502 SPDR SER TR S&P BIOTECH 78464A870 20212 213 SH SOLE 0 0 213 SPDR SER TR S&P 400 MDCP VAL 78464A839 46536 612 SH SOLE 0 0 612 SPDR SER TR S&P SEMICNDCTR 78464A862 19961 86 SH SOLE 0 0 86 SPDR SER TR PORTFOLIO S&P500 78464A854 4429723 71993 SH SOLE 0 0 71993 SPDR SER TR PORTFOLIO S&P600 78468R853 20168 469 SH SOLE 0 0 469 SPECTRUM BRANDS HLDGS INC NE COM 84790A105 1513 17 SH SOLE 0 0 17 STARBUCKS CORP COM 855244109 10875 119 SH SOLE 0 0 119 STATE STR CORP COM 857477103 7732 100 SH SOLE 0 0 100 STRYKER CORPORATION COM 863667101 208562 583 SH SOLE 0 0 583 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 9932 73 SH SOLE 0 0 73 TERADYNE INC COM 880770102 1015 9 SH SOLE 0 0 9 TEREX CORP NEW COM 880779103 5992 93 SH SOLE 0 0 93 TESLA INC COM 88160R101 13536 77 SH SOLE 0 0 77 TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 1721 122 SH SOLE 0 0 122 TEXAS INSTRS INC COM 882508104 116575 669 SH SOLE 0 0 669 THE CIGNA GROUP COM 125523100 30145 83 SH SOLE 0 0 83 THERMO FISHER SCIENTIFIC INC COM 883556102 8718 15 SH SOLE 0 0 15 THOMSON REUTERS CORP. COM 884903808 570816 3664 SH SOLE 0 0 3664 TJX COS INC NEW COM 872540109 2238117 22068 SH SOLE 0 0 22068 TRACTOR SUPPLY CO COM 892356106 58102 222 SH SOLE 0 0 222 TRANE TECHNOLOGIES PLC SHS G8994E103 469985 1566 SH SOLE 0 0 1566 TRAVELERS COMPANIES INC COM 89417E109 141291 614 SH SOLE 0 0 614 U HAUL HOLDING COMPANY COM SER N 023586506 2400 36 SH SOLE 0 0 36 ULTA BEAUTY INC COM 90384S303 15164 29 SH SOLE 0 0 29 UNION PAC CORP COM 907818108 121758 495 SH SOLE 0 0 495 UNITED PARCEL SERVICE INC CL B 911312106 35225 237 SH SOLE 0 0 237 UNITED RENTALS INC COM 911363109 64179 89 SH SOLE 0 0 89 UNITEDHEALTH GROUP INC COM 91324P102 742577 1501 SH SOLE 0 0 1501 UNIVERSAL DISPLAY CORP COM 91347P105 17856 106 SH SOLE 0 0 106 US BANCORP DEL COM NEW 902973304 71532 1600 SH SOLE 0 0 1600 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 16420 73 SH SOLE 0 0 73 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 367100 5054 SH SOLE 0 0 5054 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2067119 7954 SH SOLE 0 0 7954 VANGUARD INDEX FDS VALUE ETF 922908744 803254 4932 SH SOLE 0 0 4932 VANGUARD INDEX FDS MID CAP ETF 922908629 12311865 49275 SH SOLE 0 0 49275 VANGUARD INDEX FDS SM CP VAL ETF 922908611 204738 1067 SH SOLE 0 0 1067 VANGUARD INDEX FDS SMALL CP ETF 922908751 47829 209 SH SOLE 0 0 209 VANGUARD INDEX FDS GROWTH ETF 922908736 1229911 3573 SH SOLE 0 0 3573 VANGUARD INDEX FDS SML CP GRW ETF 922908595 177511 681 SH SOLE 0 0 681 VANGUARD INDEX FDS LARGE CAP ETF 922908637 60103 251 SH SOLE 0 0 251 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 358753 1521 SH SOLE 0 0 1521 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 162921 1045 SH SOLE 0 0 1045 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 3484388 7249 SH SOLE 0 0 7249 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 1183610 23392 SH SOLE 0 0 23392 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 18184923 99583 SH SOLE 0 0 99583 VANGUARD STAR FDS VG TL INTL STK F 921909768 32849 545 SH SOLE 0 0 545 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 70290 1401 SH SOLE 0 0 1401 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 570350 4714 SH SOLE 0 0 4714 VANGUARD WORLD FD UTILITIES ETF 92204A876 83280 584 SH SOLE 0 0 584 VANGUARD WORLD FD INF TECH ETF 92204A702 558335 1065 SH SOLE 0 0 1065 VERALTO CORP COM SHS 92338C103 621 7 SH SOLE 0 0 7 VERIZON COMMUNICATIONS INC COM 92343V104 318984 7602 SH SOLE 0 0 7602 VERTEX PHARMACEUTICALS INC COM 92532F100 7524 18 SH SOLE 0 0 18 VISA INC COM CL A 92826C839 341923 1225 SH SOLE 0 0 1225 VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 1371 154 SH SOLE 0 0 154 WABTEC COM 929740108 3788 26 SH SOLE 0 0 26 WALMART INC COM 931142103 1002968 16669 SH SOLE 0 0 16669 WARNER BROS DISCOVERY INC COM SER A 934423104 25378 2907 SH SOLE 0 0 2907 WASTE CONNECTIONS INC COM 94106B101 15137 88 SH SOLE 0 0 88 WASTE MGMT INC DEL COM 94106L109 23233 109 SH SOLE 0 0 109 WELLS FARGO CO NEW COM 949746101 127164 2194 SH SOLE 0 0 2194 WEST PHARMACEUTICAL SVSC INC COM 955306105 1583 4 SH SOLE 0 0 4 WESTLAKE CORPORATION COM 960413102 18336 120 SH SOLE 0 0 120 WEYERHAEUSER CO MTN BE COM NEW 962166104 1688 47 SH SOLE 0 0 47 XCEL ENERGY INC COM 98389B100 127710 2376 SH SOLE 0 0 2376 XYLEM INC COM 98419M100 2585 20 SH SOLE 0 0 20 YUM BRANDS INC COM 988498101 26898 194 SH SOLE 0 0 194 ZIMMER BIOMET HOLDINGS INC COM 98956P102 48519 368 SH SOLE 0 0 368 ZOETIS INC CL A 98978V103 88497 523 SH SOLE 0 0 523