Long-term investor
Jackson Wealth Management, LLC @jacksonwealthmanagementl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001536799).
Record
- Tracked since 2025-06-30 (449 days), 138 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +18.4% · 1 year n/a · all +25.8%
- Max drawdown n/a · win rate 63% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 808515696 · 31.4% · long · since 2025-06-30
- 808515605 · 5.6% · long · since 2025-06-30
- AEG063BJ0 · 5.6% · long · since 2025-06-30
- SCUDSXT00 · 4.8% · long · since 2025-06-30
- 482480100 · 3.5% · long · since 2025-06-30
- AVGO · 3.2% · long · since 2025-06-30
- MV076195X · 3.1% · long · since 2025-06-30
- AAPL · 2.6% · long · since 2025-06-30
- MSFT · 2.5% · long · since 2025-06-30
- 78464A854 · 2.3% · long · since 2025-06-30
- 512807306 · 2.0% · long · since 2025-06-30
- MV0761DQI · 1.5% · long · since 2025-06-30