Jgp Wealth Management, LLC Purchases and Sells in Q4 2025

Jgp Wealth Management, LLC

$938 Million
Q4 2025

Top Buys

Incresed Positions

123 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	18K + 12.83%	$656.2 - $690.71 $11.8M - $12.4M	158K $107M
AAPL	11.9K + 5.41%	$245.27 - $275.25 $2.92M - $3.28M	232K $62M
NVDA	17.4K + 42.31%	$179.83 - $207.04 $3.12M - $3.6M	58.4K $10.9M
AMGN	20 + 0.05%	$290.13 - $341.71 $5.8K - $6.83K	42.8K $14.6M
ITOT	13.9K + 5.12%	$142.79 - $150.05 $1.99M - $2.09M	286K $41.8M
SPY	2.23K + 69.72%	$653.02 - $687.39 $1.46M - $1.53M	5.44K $3.62M

New Holdings

34 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAS	156K New	$66.04 - $69.67 $10.3M - $10.9M	156K $10.5M
TPL	10.1K New	$889.25 - $1022.65 $8.98M - $10.3M	10.1K $10.3M
IDEV	39.1K New	$79.1 - $82.39 $3.09M - $3.22M	39.1K $3.18M
DCI	18.6K New	$79.88 - $88.21 $1.48M - $1.64M	18.6K $1.59M
USMV	7.45K New	$92.34 - $95.43 $688K - $711K	7.45K $701K
EXG	52.5K New	$9.01 - $9.36 $473K - $491K	52.5K $475K

Top Sells

Reduced Positions

54 operations

Stock	Shares change	Price Range	Shares Held	Trade History
POOL	-15.2K - 60.28%	$242.32 - $312.05 $3.68M - $4.74M	10K $2.43M
FDS	-11.8K - 79.04%	$253.62 - $294.11 $3M - $3.48M	3.14K $858K
IEFA	-28.7K - 46.93%	$86.09 - $89.88 $2.47M - $2.58M	32.4K $2.88M
BIL	-19.8K - 27.52%	$91.46 - $91.76 $1.81M - $1.82M	52.2K $4.78M
NKE	-267 - 0.23%	$60.8 - $74.57 $16.2K - $19.9K	116K $7.29M
FISV	-5.42K - 64.05%	N/A	3.04K $380K

Activity Summary All Purchases 157 New Holdings 34 Increased Positions 123 All Sells 54 Reductions 54 Sold out 0 Calls 0 Puts 0

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