Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| JACKSON GRANT INVESTMENT ADVISERS INC | 01-31-2024 | 12-31-2023 | 394 | 225,686,953 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| QUALCOMM INC | COM | 201 | $46,571 | 322 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| GENERAL DYNAMICS CORP | COM | 202 | $46,256 | 178 | 0.00 | 0.00 | 1 | 0.56 | 12-31-2023 |
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 203 | $45,469 | 602 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| DOW INC | COM | 204 | $45,024 | 821 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
