Portfolio (Quarterly)
Guide ↗
Jackson, Grant Investment Advisers, Inc.
· CIK 0001650300| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | D | DOMINION ENERGY INC | Utilities | 46 | $3K | 0.00% | SOLD |
| 22 | — | U HAUL HOLDING COMPANY | — | 36 | $2K | 0.00% | SOLD |
| 23 | LULU | LULULEMON ATHLETICA INC | Consumer Cyclical | 10 | $2K | 0.00% | SOLD |
| 24 | PVH | PVH CORPORATION | Consumer Cyclical | 20 | $2K | 0.00% | SOLD |
| 25 | GEHC | GE HEALTHCARE TECHNOLOGIES I | Healthcare | 12 | $901.0 | — | SOLD |
| 26 | SPB | SPECTRUM BRANDS HLDGS INC NE | Consumer Defensive | 17 | $893.0 | — | SOLD |
| 27 | WLK | WESTLAKE CORPORATION | Basic Materials | 11 | $848.0 | — | SOLD |
| 28 | NVT | NVENT ELECTRIC PLC | Industrials | 5 | $493.0 | — | SOLD |
Sector Allocation
Financial Services
40.1%
Technology
17.2%
Healthcare
15.0%
Consumer Defensive
8.2%
Consumer Cyclical
7.1%
Industrials
4.7%
Communication Services
3.0%
Energy
2.5%
Utilities
1.5%
Basic Materials
0.4%