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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
14
2
7
0
2
0
15
3
4
JACKSON WEALTH MANAGEMENT LLC

Time Period2018-12-31

Total Holdings81

Total Value ($x1000)333,922
Activities
New17

Increased10

Unchanged2

Decreased52

Sold Out23

Top 10 Stock Holdingstotal 46.54%
BIL10.79

IVV7.95

JPST5.32

SPYV4.24

SPYG3.74

 
ONEK3.3

SCPB3.14

FLOT2.97

MSFT2.69

AMD2.4

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
BIL
10.79%
SPDR BLOOMBERG
IVV
7.95%
CORE S&P500 ETF
JPST
5.32%
ULTRA SHRT INC
SPYV
4.24%
S&P 500 VALUE
SPYG
3.74%
S&P 500 GROWTH
ONEK
3.3%
RUSSELL 1000 ETF
SCPB
3.14%
BARC SHT TR CP
FLOT
2.97%
FLTG RATE BD ETF
MSFT
2.69%
COM
AMD
2.4%
COM
USFR
2.35%
BLMBRG FL TRFD
VGSH
2.16%
SHTRM GVT BD ETF
MTUM
2.15%
MSCI USAMOMFCT
SHV
2.07%
SHRT TRS BD ETF
AAPL
1.61%
COM
QUAL
1.59%
MSCI USA QLT FAC
CSCO
1.54%
COM
THRK
1.47%
RUSSELL 3000 ETF
V
1.41%
COM CL A
QQQ
1.3%
UNIT SER 1
MCD
1.23%
COM
SH
1.23%
SHORT S&P 500 NE
MRK
1.22%
COM
NEAR
1.19%
SHT MAT BD ETF
CSJ
1.19%
1-3 YR CR BD ETF
IWB
1.18%
RUS 1000 ETF
FDN
1.17%
DJ INTERNT IDX
MA
1.11%
CL A
IWV
1.03%
RUSSELL 3000 ETF
VCSH
0.97%
SHRT TRM CORP BD
DUK
0.88%
COM NEW
DWDP
0.86%
COM
IWF
0.84%
RUS 1000 GRW ETF
CME
0.82%
COM
LOW
0.81%
COM
AJG
0.72%
COM
ALE
0.72%
COM NEW
VZ
0.71%
COM
HD
0.67%
COM
ETN
0.67%
SHS
VIG
0.63%
DIV APP ETF
ORI
0.62%
COM
UL
0.6%
SPON ADR NEW
EXR
0.59%
COM
BSV
0.58%
SHORT TRM BOND
TXN
0.58%
COM
KO
0.57%
COM
FB
0.56%
CL A
AOS
0.56%
COM
MXIM
0.54%
COM
JPM
0.52%
COM
DHR
0.52%
COM
HCN
0.5%
COM
MPC
0.5%
COM
ADP
0.49%
COM
ABT
0.48%
COM
CRM
0.48%
COM
CHD
0.48%
COM
CVS
0.46%
COM
KAR
0.45%
COM
ERIE
0.44%
CL A
SIX
0.42%
COM
ICE
0.41%
COM
VTI
0.4%
TOTAL STK MKT
HAS
0.39%
COM
OEF
0.38%
S&P 100 ETF
MPWR
0.37%
COM
IEF
0.34%
7-10 Y TR BD ETF
MSI
0.34%
COM NEW
SHY
0.33%
1-3 YR TR BD ETF
MMC
0.29%
COM
USMV
0.24%
USA MIN VOL ETF
FVD
0.24%
SHS
QRVO
0.24%
COM
FISV
0.22%
COM
INTC
0.21%
COM
ATVI
0.17%
COM
NI
0.15%
COM
WTR
0.14%
COM
MU
0.09%
COM
PSDO
0.06%
COM
AMZN
11.71%
COM
ORLY
1.32%
COM
MGK
1.15%
MEGA GRWTH IND
DIA
1.09%
UT SER 1
SHW
1.09%
COM
RSCO
0.85%
SM CAP COMPLETE
SPY
0.78%
TR UNIT
WSO
0.57%
COM
ITA
0.57%
U.S. AER&DEF ETF
TWOK
0.54%
SPDR RUSSEL 2000
SKYY
0.51%
ISE CLOUD COMP
AOR
0.45%
GRWT ALLOCAT ETF
AET
0.45%
COM
LVS
0.44%
COM
ANDV
0.42%
COM
BLKB
0.38%
COM
AOA
0.35%
AGGRES ALLOC ETF
ITW
0.3%
COM
RSP
0.29%
S&P500 EQL WGT
C
0.29%
COM NEW
PYPL
0.21%
COM
OZK
0.19%
COM
T
0.09%
COM