Jgp Wealth Management, LLC Purchases and Sells in Q3 2025

Jgp Wealth Management, LLC

$886 Million
Q3 2025

Top Buys

Incresed Positions

100 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	9.75K + 7.46%	$620.67 - $670.08 $6.05M - $6.53M	140K $94M
AAPL	1.36K + 0.62%	$202.38 - $256.87 $274K - $348K	220K $56M
WSM	27.3K + 249.79%	$163.62 - $210.2 $4.47M - $5.75M	38.3K $7.48M
ITOT	8.1K + 3.07%	$135.0 - $146.02 $1.09M - $1.18M	272K $39.6M
DGRO	18.8K + 4.01%	$64.12 - $68.08 $1.21M - $1.28M	488K $33.2M
LHX	25 + 0.06%	$252.18 - $305.41 $6.3K - $7.64K	43.3K $13.2M

New Holdings

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FIX	9.26K New	$521.66 - $825.18 $4.83M - $7.64M	9.26K $7.64M
BIL	72K New	$91.44 - $91.77 $6.58M - $6.61M	72K $6.6M
IGSB	21.7K New	$52.39 - $53.11 $1.13M - $1.15M	21.7K $1.15M
ICSH	19.3K New	$50.52 - $50.75 $974K - $978K	19.3K $978K
USIG	7.93K New	$50.73 - $52.47 $402K - $416K	7.93K $414K
APP	442 New	$335.1 - $718.54 $148K - $318K	442 $317K

Top Sells

Reduced Positions

72 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CMCSA	-170K - 96.12%	$31.41 - $36.33 $5.35M - $6.19M	6.88K $216K
FDS	-3.49K - 18.93%	$283.86 - $450.3 $992K - $1.57M	15K $4.29M
POOL	-8.88K - 26.05%	$292.13 - $333.62 $2.59M - $2.96M	25.2K $7.82M
JKHY	-426 - 0.93%	$148.45 - $182.09 $63.2K - $77.6K	45.2K $6.73M
LEN	-16K - 21.36%	$107.73 - $142.4 $1.72M - $2.27M	58.8K $7.41M
SHY	-8.99K - 19.08%	$82.38 - $83.0 $740K - $746K	38.1K $3.16M

Activity Summary All Purchases 124 New Holdings 24 Increased Positions 100 All Sells 72 Reductions 72 Sold out 0 Calls 0 Puts 0

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