Jgp Wealth Management, LLC Purchases in Q2 2025

Jgp Wealth Management, LLC

  • $813 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
1.16K
+ 1.56%
$354.56 - $497.45 $413K - $579K
75.8K $37.7M
KLAC
Kla Corp

Technology
368
+ 0.9%
$576.53 - $902.94 $212K - $332K
41.3K $37M
ITOT
Ishares Core S&P Total U.S. St

ETFs
45.4K
+ 20.8%
$108.12 - $135.04 $4.91M - $6.13M
264K $35.6M
JPM
Jpmorgan Chase & CO

Financial Services
119
+ 0.15%
$210.28 - $289.91 $25K - $34.5K
81.8K $23.7M
ADI
Analog Devices Inc

Technology
626
+ 0.81%
$164.6 - $238.02 $103K - $149K
78.3K $18.6M
DGRO
Ishares Core Dividend Growth E

ETFs
23K
+ 5.15%
$55.22 - $63.94 $1.27M - $1.47M
469K $30M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
31.5K
+ 202.51%
$82.21 - $83.12 $2.59M - $2.62M
47.1K $3.9M
NVDA
Nvidia Corp

Technology
1.24K
+ 3.12%
$94.31 - $157.99 $117K - $196K
41K $6.48M
WMT
Walmart Inc.

Consumer Defensive
1.01K
+ 0.81%
$81.79 - $99.98 $82.9K - $101K
126K $12.3M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.09K
+ 1.16%
$149.76 - $186.42 $163K - $203K
95K $17.7M
GWW
W.W. Grainger, Inc.

Industrials
197
+ 1.49%
$919.93 - $1101.66 $181K - $217K
13.4K $13.9M
WSM
Williams Sonoma Inc

Consumer Cyclical
4.67K
+ 74.46%
$137.62 - $174.44 $643K - $815K
10.9K $1.79M
AMZN
Amazon Com Inc

Consumer Cyclical
93
+ 0.41%
$167.32 - $223.3 $15.6K - $20.8K
23K $5.04M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
6.38K
New
$94.78 - $95.97 $605K - $612K
6.38K $611K
META
Meta Platforms, Inc.

Communication Services
424
+ 23.11%
$484.66 - $738.09 $205K - $313K
2.26K $1.67M
COST
Costco Wholesale Corp

Consumer Defensive
428
+ 11.42%
$908.13 - $1056.85 $389K - $452K
4.18K $4.13M
MBB
Ishares Tr

ETFs
6.16K
+ 49.04%
$91.41 - $94.22 $563K - $581K
18.7K $1.76M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.21K
+ 13.85%
$171.4 - $227.1 $207K - $274K
9.9K $2.25M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
5.54K
+ 126.43%
$102.02 - $103.5 $565K - $573K
9.91K $1.02M
IEFA
Ishares Tr

ETFs
1.54K
+ 2.63%
$67.83 - $84.09 $105K - $130K
60.1K $5.02M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
10.2K
+ 52.88%
$49.79 - $50.59 $508K - $516K
29.5K $1.49M
NFLX
Netflix Inc

Communication Services
122
+ 15.19%
$855.86 - $1339.13 $104K - $163K
925 $1.24M
IEF
Ishares Barclays

ETFs
4.91K
New
$93.15 - $96.56 $458K - $474K
4.91K $470K
FDVV
Fidelity High Dividend ETF

ETFs
8.81K
New
$43.6 - $52.02 $384K - $458K
8.81K $458K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.18K
+ 19.67%
$96.84 - $99.46 $405K - $416K
25.5K $2.52M
AVGO
Broadcom Inc.

Technology
201
+ 6.15%
$146.29 - $275.65 $29.4K - $55.4K
3.47K $956K
SPY
Spdr S&P 500 ETF Trust

ETFs
375
+ 13.1%
$496.48 - $617.85 $186K - $232K
3.24K $2M
PLTR
Palantir Technologies Inc.

Technology
660
+ 11.11%
$74.01 - $144.25 $48.8K - $95.2K
6.6K $899K
TSLA
Tesla, Inc.

Consumer Cyclical
488
+ 14.57%
$221.86 - $362.89 $108K - $177K
3.84K $1.22M
VTI
Vanguard Total Stock Market Et

ETFs
439
+ 7.72%
$243.75 - $303.93 $107K - $133K
6.13K $1.86M
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.06K
New
$72.02 - $73.82 $292K - $300K
4.06K $298K
DVY
Ishares Tr

ETFs
2.13K
+ 2.53%
$118.37 - $134.86 $252K - $288K
86.3K $11.5M
SAP
Sap Se

Technology
951
New
$237.53 - $309.8 $226K - $295K
951 $289K
FLR
Fluor Corp

Industrials
5.31K
New
$30.86 - $51.42 $164K - $273K
5.31K $272K
CEG
Constellation Energy Corp

Utilities
827
New
$170.96 - $322.76 $141K - $267K
827 $266K
SYK
Stryker Corp

Healthcare
81
+ 0.81%
$337.37 - $395.63 $27.3K - $32K
10.1K $4M
EMR
Emerson Electric CO

Industrials
1.17K
+ 29.15%
$94.15 - $133.33 $110K - $155K
5.16K $688K
SPMD
Spdr Portfolio

ETFs
4.42K
New
$44.89 - $54.38 $198K - $240K
4.42K $240K
CAT
Caterpillar Inc

Industrials
605
New
$273.94 - $388.21 $166K - $235K
605 $234K
PVAL
Putnam ETF Tr Putnam Focused L
5.68K
New
$33.6 - $40.23 $191K - $228K
5.68K $228K
EWJ
Ishares Msci Japan ETF

ETFs
2.5K
+ 35.89%
$61.32 - $75.28 $153K - $188K
9.46K $709K
CGGR
Capital Group Growth ETF Shs C

ETFs
5.54K
New
$30.53 - $40.65 $169K - $225K
5.54K $225K
SHOP
Shopify Inc.

Technology
1.08K
+ 21.46%
$76.89 - $115.35 $83K - $125K
6.11K $705K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
3.59K
+ 2.74%
$47.89 - $48.65 $172K - $175K
135K $6.55M
QQQ
Invesco Qqq Trust, Series 1

ETFs
179
+ 12.59%
$416.06 - $551.64 $74.5K - $98.7K
1.6K $883K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.94K
New
$34.72 - $42.74 $172K - $211K
4.94K $211K
IYW
Ishares Dj Us Tech ETF

ETFs
1.17K
New
$122.57 - $173.27 $144K - $203K
1.17K $202K
PM
Philip Morris International Inc.

Consumer Defensive
1.11K
New
$149.23 - $184.95 $165K - $205K
1.11K $201K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
86
+ 2.99%
$141.37 - $228.57 $12.2K - $19.7K
2.96K $670K
Activity Summary
Buys All Purchases 119 New Holdings 21 Increased Positions 98 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 0 Puts 0
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