Jgp Wealth Management, LLC Purchases and Sells in Q3 2024

Jgp Wealth Management, LLC

$774 Million
Q3 2024

Top Buys

Incresed Positions

111 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	10.9K + 5.24%	$207.23 - $234.82 $2.27M - $2.57M	220K $51.2M
IVV	9.02K + 18.79%	$520.18 - $576.82 $4.69M - $5.2M	57K $32.9M
PNC	56 + 0.06%	$156.14 - $187.2 $8.74K - $10.5K	101K $18.7M
LEN	202 + 0.26%	$142.5 - $192.45 $28.8K - $38.9K	78.1K $14.6M
APD	900 + 2.01%	$247.34 - $300.11 $223K - $270K	45.6K $13.6M
ITOT	5.17K + 2.62%	$113.41 - $125.62 $586K - $649K	203K $25.5M

New Holdings

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ADSK	3.27K New	$245.83 - $245.83 $803K - $803K	3.27K $802K
PLTR	7.36K New	$24.09 - $37.95 $177K - $279K	7.36K $273K
VUG	628 New	$341.08 - $391.94 $214K - $246K	628 $241K
AXP	864 New	$225.92 - $271.17 $195K - $234K	864 $234K
WY	6.75K New	$27.05 - $33.84 $183K - $228K	6.75K $228K
CEG	812 New	$167.08 - $262.86 $136K - $213K	812 $211K

Top Sells

Reduced Positions

47 operations

Stock	Shares change	Price Range	Shares Held	Trade History
KLAC	-461 - 1.14%	$696.17 - $892.35 $321K - $411K	39.9K $30.9M
BLK	-411 - 61.25%	$782.27 - $949.51 $322K - $390K	260 $246K
LRCX	-4 - 0.97%	$731.56 - $1127.3 $2.93K - $4.51K	410 $334K
NVDA	-150 - 0.39%	$98.91 - $134.91 $14.8K - $20.2K	37.9K $4.6M
GOOG	-73 - 1.46%	$149.54 - $192.66 $10.9K - $14.1K	4.93K $823K
BDX	-416 - 29.32%	$221.47 - $242.41 $92.1K - $101K	1K $241K

Activity Summary All Purchases 122 New Holdings 11 Increased Positions 111 All Sells 47 Reductions 47 Sold out 0 Calls 0 Puts 0

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