Jgp Wealth Management, LLC Purchases and Sells in Q1 2025

Jgp Wealth Management, LLC

$750 Million
Q1 2025

Top Buys

Incresed Positions

68 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	49.6K + 57.96%	$554.06 - $615.85 $27.5M - $30.5M	135K $75.4M
DGRO	166K + 59.32%	$60.46 - $64.42 $10M - $10.7M	446K $27.3M
KLAC	268 + 0.66%	$636.62 - $777.63 $171K - $208K	40.9K $27.8M
JPST	28.8K + 43.27%	$50.39 - $50.66 $1.45M - $1.46M	95.3K $4.82M
DVY	4.33K + 5.42%	$128.58 - $138.1 $557K - $598K	84.2K $11.2M
QQQM	3.77K + 76.36%	$192.82 - $222.1 $726K - $836K	8.7K $1.68M

New Holdings

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DHI	5.23K New	$125.29 - $147.65 $655K - $772K	5.23K $664K
MKL	161 New	$1660.14 - $2059.83 $267K - $332K	161 $301K
GLD	1.02K New	$243.19 - $288.14 $248K - $294K	1.02K $293K
MCHI	4.66K New	$43.71 - $58.65 $204K - $273K	4.66K $254K
IEI	2.12K New	$114.57 - $117.99 $243K - $250K	2.12K $250K
GS	394 New	$524.81 - $672.19 $207K - $265K	394 $215K

Top Sells

Reduced Positions

89 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VSS	-73K - 95.95%	$110.75 - $119.78 $8.08M - $8.74M	3.08K $358K
AAPL	-2.19K - 0.99%	$209.68 - $247.1 $458K - $540K	219K $48.7M
INTU	-7.58K - 32.66%	$555.63 - $630.23 $4.21M - $4.78M	15.6K $9.6M
PNC	-7.32K - 7.23%	$168.84 - $202.89 $1.24M - $1.48M	94K $16.5M
JNJ	-26.8K - 39.26%	$142.06 - $167.7 $3.8M - $4.49M	41.4K $6.87M
LEN	-5.87K - 7.4%	$113.93 - $141.54 $669K - $831K	73.5K $8.44M

Activity Summary All Purchases 80 New Holdings 12 Increased Positions 68 All Sells 89 Reductions 89 Sold out 0 Calls 0 Puts 0

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