Jgp Wealth Management, LLC Purchases in Q3 2025

Jgp Wealth Management, LLC

  • $886 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
9.75K
+ 7.46%
$620.67 - $670.08 $6.05M - $6.53M
140K $94M
AAPL
Apple Inc.

Technology
1.36K
+ 0.62%
$202.38 - $256.87 $274K - $348K
220K $56M
FIX
Comfort Systems Usa Inc

Industrials
9.26K
New
$521.66 - $825.18 $4.83M - $7.64M
9.26K $7.64M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
72K
New
$91.44 - $91.77 $6.58M - $6.61M
72K $6.6M
WSM
Williams Sonoma Inc

Consumer Cyclical
27.3K
+ 249.79%
$163.62 - $210.2 $4.47M - $5.75M
38.3K $7.48M
ITOT
Ishares Core S&P Total U.S. St

ETFs
8.1K
+ 3.07%
$135.0 - $146.02 $1.09M - $1.18M
272K $39.6M
DGRO
Ishares Core Dividend Growth E

ETFs
18.8K
+ 4.01%
$64.12 - $68.08 $1.21M - $1.28M
488K $33.2M
LHX
L3 Harris Technologies, Inc.

Industrials
25
+ 0.06%
$252.18 - $305.41 $6.3K - $7.64K
43.3K $13.2M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
23K
+ 90.56%
$97.75 - $100.75 $2.25M - $2.32M
48.5K $4.86M
RTX
Raytheon Technologies Corp

Industrials
23
+ 0.03%
$144.19 - $167.33 $3.32K - $3.85K
88.9K $14.9M
LOW
Lowes Companies Inc

Consumer Cyclical
596
+ 1.17%
$215.01 - $273.02 $128K - $163K
51.7K $13M
PNC
Pnc Financial Services Group, Inc.

Financial Services
283
+ 0.3%
$185.88 - $207.44 $52.6K - $58.7K
95.3K $19.2M
TSCO
Tractor Supply CO

Consumer Cyclical
2.75K
+ 1.04%
$54.08 - $62.65 $148K - $172K
266K $15.1M
ORCL
Oracle Corp

Technology
621
+ 3.74%
$218.96 - $328.33 $136K - $204K
17.2K $4.85M
NVDA
Nvidia Corp

Technology
16
+ 0.04%
$153.3 - $186.58 $2.45K - $2.99K
41K $7.66M
GOOG
Alphabet Inc.

Communication Services
3.37K
+ 68.2%
$175.16 - $255.24 $591K - $861K
8.32K $2.03M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
21.7K
New
$52.39 - $53.11 $1.13M - $1.15M
21.7K $1.15M
NEE
Nextera Energy Inc

Utilities
1.4K
+ 0.82%
$69.77 - $77.54 $97.7K - $109K
172K $13M
GOOGL
Alphabet Inc.

Communication Services
417
+ 2.81%
$174.36 - $254.72 $72.7K - $106K
15.2K $3.71M
ICSH
Blackrock Ultra Short Term Bon

ETFs
19.3K
New
$50.52 - $50.75 $974K - $978K
19.3K $978K
IXUS
Ishares Tr

ETFs
10.3K
+ 107.29%
$76.35 - $82.58 $783K - $847K
19.8K $1.64M
MDT
Medtronic PLC

Healthcare
2.64K
+ 3.7%
$87.67 - $95.74 $232K - $253K
74K $7.05M
MBB
Ishares Tr

ETFs
8.38K
+ 44.72%
$92.46 - $95.73 $774K - $802K
27.1K $2.58M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
15.1K
+ 51.29%
$50.29 - $50.86 $761K - $770K
44.6K $2.27M
ADI
Analog Devices Inc

Technology
676
+ 0.86%
$220.68 - $255.63 $149K - $173K
78.9K $19.4M
WMT
Walmart Inc.

Consumer Defensive
406
+ 0.32%
$94.4 - $104.27 $38.3K - $42.3K
126K $13M
AFL
Aflac Inc

Financial Services
348
+ 0.44%
$98.09 - $111.7 $34.1K - $38.9K
79.7K $8.91M
TSLA
Tesla, Inc.

Consumer Cyclical
28
+ 0.73%
$293.94 - $444.72 $8.23K - $12.5K
3.87K $1.72M
CMI
Cummins Inc

Industrials
234
+ 6.0%
$327.85 - $426.39 $76.7K - $99.8K
4.13K $1.75M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
7.93K
New
$50.73 - $52.47 $402K - $416K
7.93K $414K
NKE
Nike, Inc.

Consumer Cyclical
7.75K
+ 7.14%
$69.24 - $79.24 $536K - $614K
116K $8.1M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
633
+ 6.39%
$225.11 - $247.9 $142K - $157K
10.5K $2.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
459
+ 28.67%
$546.99 - $602.2 $251K - $276K
2.06K $1.24M
PEP
Pepsico Inc

Consumer Defensive
174
+ 0.46%
$133.81 - $152.16 $23.3K - $26.5K
37.8K $5.31M
PLTR
Palantir Technologies Inc.

Technology
100
+ 1.52%
$130.68 - $186.97 $13.1K - $18.7K
6.7K $1.22M
IEFA
Ishares Tr

ETFs
1K
+ 1.67%
$81.7 - $87.53 $81.9K - $87.7K
61.1K $5.34M
APP
App Lovin Corp

Technology
442
New
$335.1 - $718.54 $148K - $318K
442 $317K
EA
Electronic Arts Inc.

Communication Services
21
+ 0.31%
$147.79 - $202.05 $3.1K - $4.24K
6.71K $1.35M
STX
Seagate Technology Holdings PLC

Technology
1.15K
New
$142.01 - $236.06 $163K - $271K
1.15K $270K
CVS
Cvs Health Corp

Healthcare
3.59K
New
$58.75 - $76.5 $211K - $274K
3.59K $270K
CVX
Chevron Corp

Energy
929
+ 10.21%
$145.57 - $161.83 $135K - $150K
10K $1.56M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
2.88K
New
$82.42 - $87.03 $238K - $251K
2.88K $250K
NVS
Novartis Ag

Healthcare
1.81K
New
$113.5 - $129.73 $206K - $235K
1.81K $232K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
260
+ 8.78%
$224.68 - $282.71 $58.4K - $73.5K
3.22K $899K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
2.29K
New
$92.97 - $100.18 $213K - $229K
2.29K $227K
EWY
Ishares Inc Msci South Korea E

ETFs
2.77K
New
$70.07 - $81.56 $194K - $226K
2.77K $222K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
9.52K
New
$21.69 - $23.34 $207K - $222K
9.52K $221K
NWN
Northwest Natural Holding CO

Utilities
4.92K
New
$39.48 - $44.93 $194K - $221K
4.92K $221K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
2.94K
New
$68.27 - $75.58 $201K - $222K
2.94K $218K
Activity Summary
Buys All Purchases 124 New Holdings 24 Increased Positions 100 Sells All Sells 72 Reductions 72 Sold out 0 Options Calls 0 Puts 0
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