Jackson Thornton Asset Management
Latest statistics and disclosures from Jackson Thornton Asset Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DFAT, DFAC, DFUV, DFIV, DFAX, and represent 75.88% of Jackson Thornton Asset Management's stock portfolio.
- Added to shares of these 10 stocks: DFAU, AVDV, DFSV, SCHH, AVDE, DFEM, VGIT, DFUS, AVSC, DFAI.
- Started 9 new stock positions in IVV, DFEM, DFSD, AVSC, SPY, AVRE, DFAI, V, DFGR.
- Reduced shares in these 10 stocks: DFAC, DFIV, DFAT, DFAX, DFUV, JNJ, CVX, DISV, GOOGL, GOOG.
- Sold out of its positions in CVX, JNJ.
- Jackson Thornton Asset Management was a net buyer of stock by $7.7M.
- Jackson Thornton Asset Management has $544M in assets under management (AUM), dropping by 12.69%.
- Central Index Key (CIK): 0001903880
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Jackson Thornton Asset Management holds 52 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Past Filings by Jackson Thornton Asset Management
SEC 13F filings are viewable for Jackson Thornton Asset Management going back to 2021
- Jackson Thornton Asset Management 2023 Q4 filed Feb. 14, 2024
- Jackson Thornton Asset Management 2023 Q3 filed Nov. 7, 2023
- Jackson Thornton Asset Management 2023 Q2 filed Aug. 3, 2023
- Jackson Thornton Asset Management 2023 Q1 restated filed Aug. 3, 2023
- Jackson Thornton Asset Management 2023 Q1 filed May 15, 2023
- Jackson Thornton Asset Management 2022 Q4 filed Feb. 14, 2023
- Jackson Thornton Asset Management 2022 Q3 filed Nov. 1, 2022
- Jackson Thornton Asset Management 2022 Q2 filed Aug. 2, 2022
- Jackson Thornton Asset Management 2021 Q4 restated filed June 1, 2022
- Jackson Thornton Asset Management 2022 Q1 filed May 12, 2022
- Jackson Thornton Asset Management 2021 Q4 filed Feb. 7, 2022