Jackson Financial Management current holdings: USA Stocks
Jackson Financial Management reported $0.03 billion in share positions in stocks (listed in the US), 10 positions, in its Form 13F for the quarter ended 2019-12-31; the largest are GLD, AAPL, MCD.
- GLD: Country of operation United States; Class GOLD SHS; Shares 102,945; Value $14,711,000.
- AAPL: Country of operation United States; Class COM; Shares 15,815; Value $4,644,000.
- MCD: Country of operation United States; Class COM; Shares 12,752; Value $2,520,000.
- ATEC: Country of operation United States; Class COM NEW; Shares 250,000; Value $1,774,000.
Form 13F-HR as filed (SEC CIK 1730475): quarter ended 2019-12-31, filed 2020-01-17. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2019-12-31 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|---|---|---|---|---|---|---|---|
| GLD SPDR GOLD TRUST | United States | GOLD SHS | 102,945 | $14,711,000 | 57.49% | 2019-12-31 | 2020-01-17 | +167.94% |
| AAPL APPLE INC | United States | COM | 15,815 | $4,644,000 | 18.15% | 2019-12-31 | 2020-01-17 | |
| MCD MCDONALDS CORP | United States | COM | 12,752 | $2,520,000 | 9.85% | 2019-12-31 | 2020-01-17 | +18.40% |
| ATEC ALPHATEC HOLDINGS INC | United States | COM NEW | 250,000 | $1,774,000 | 6.93% | 2019-12-31 | 2020-01-17 | +46.06% |
| PRIM PRIMORIS SVCS CORP | United States | COM | 24,777 | $551,000 | 2.15% | 2019-12-31 | 2020-01-17 | — split 2026-05-06, ratio not on file |
| META FACEBOOK INC | United States | CL A | 2,148 | $441,000 | 1.72% | 2019-12-31 | 2020-01-17 | +259.95% |
| PPBI PACIFIC PREMIER BANCORP | United States | COM | 7,950 | $259,000 | 1.01% | 2019-12-31 | 2020-01-17 | |
| AMZN AMAZON COM INC | United States | COM | 133 | $246,000 | 0.96% | 2019-12-31 | 2020-01-17 | +166.99% |
| GOOGL ALPHABET INC | United States | CAP STK CL A | 179 | $240,000 | 0.94% | 2019-12-31 | 2020-01-17 | +409.06% |
| MSFT MICROSOFT CORP | United States | COM | 1,273 | $201,000 | 0.79% | 2019-12-31 | 2020-01-17 | +222.74% |
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Not available yet | |||