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
HUBB
Hubbell Inc

Industrials
50
+ 2.3%
$315.94 - $408.41 $15.8K - $20.4K
2.23K $909K
IXUS
Ishares Tr

ETFs
1.59K
+ 20.02%
$62.37 - $77.63 $99.4K - $124K
9.56K $738K
CDNS
Cadence Design Systems Inc

Technology
62
+ 2.11%
$231.64 - $323.08 $14.4K - $20K
3.01K $926K
RMD
Resmed Inc

Healthcare
74
+ 1.81%
$204.54 - $258.0 $15.1K - $19.1K
4.17K $1.08M
CSCO
Cisco Systems, Inc.

Technology
450
+ 2.41%
$53.19 - $69.38 $23.9K - $31.2K
19.1K $1.33M
V
Visa Inc.

Financial Services
413
+ 9.45%
$308.27 - $373.31 $127K - $154K
4.78K $1.7M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
1.63K
+ 2.4%
$50.09 - $51.09 $81.5K - $83.1K
69.5K $3.55M
IBM
International Business Machines Corp

Technology
299
+ 20.78%
$221.03 - $294.78 $66.1K - $88.1K
1.74K $512K
PPG
Ppg Industries Inc

Basic Materials
1
+ 0.0%
$91.66 - $115.04 $91.7 - $115
33.9K $3.86M
DE
Deere & CO

Industrials
44
+ 1.37%
$412.99 - $531.48 $18.2K - $23.4K
3.25K $1.65M
F
Ford Motor CO

Consumer Cyclical
12.7K
New
$8.69 - $10.85 $110K - $138K
12.7K $137K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.12K
+ 52.95%
$116.93 - $119.39 $131K - $134K
3.24K $386K
USB
Us Bancorp \De\

Financial Services
1.41K
+ 7.7%
$36.4 - $45.76 $51.4K - $64.6K
19.8K $893K
EA
Electronic Arts Inc.

Communication Services
107
+ 1.63%
$132.53 - $159.7 $14.2K - $17.1K
6.69K $1.07M
ISRG
Intuitive Surgical Inc

Healthcare
35
+ 1.82%
$451.58 - $565.94 $15.8K - $19.8K
1.96K $1.06M
ASML
Asml Holding Nv

Technology
41
+ 7.21%
$595.37 - $815.24 $24.4K - $33.4K
610 $488K
BA
Boeing CO

Industrials
205
+ 12.28%
$136.59 - $217.51 $28K - $44.6K
1.87K $392K
WST
West Pharmaceutical Services Inc

Healthcare
492
+ 32.56%
$190.39 - $227.7 $93.7K - $112K
2K $438K
LMT
Lockheed Martin Corp

Industrials
58
+ 1.4%
$430.82 - $486.45 $25K - $28.2K
4.21K $1.95M
VUG
Vanguard Growth ETF

ETFs
100
+ 14.47%
$329.49 - $438.4 $32.9K - $43.8K
791 $346K
HD
Home Depot, Inc.

Consumer Cyclical
246
+ 2.16%
$335.24 - $380.78 $82.5K - $93.7K
11.6K $4.26M
YUM
Yum Brands Inc

Consumer Cyclical
700
+ 32.11%
$138.36 - $161.45 $96.9K - $113K
2.88K $426K
MCHI
Ishares Msci China ETF

ETFs
1.38K
+ 29.51%
$45.22 - $55.86 $62.2K - $76.8K
6.03K $332K
CMI
Cummins Inc

Industrials
68
+ 1.77%
$267.12 - $336.65 $18.2K - $22.9K
3.9K $1.28M
IEMG
Ishares Inc

ETFs
1.37K
+ 2.95%
N/A
48K $2.57M
BAC
Bank Of America Corp

Financial Services
19
+ 0.15%
$34.39 - $47.46 $653 - $902
12.6K $595K
VEU
Vanguard Ftse All World Ex Us

ETFs
235
+ 2.74%
$54.19 - $67.22 $12.7K - $15.8K
8.81K $591K
ADBE
Adobe Inc.

Technology
152
+ 7.91%
$340.0 - $420.68 $51.7K - $63.9K
2.07K $802K
LRGF
Ishares Tr

ETFs
405
+ 7.45%
$51.37 - $64.13 $20.8K - $26K
5.84K $374K
WM
Waste Management Inc

Industrials
365
+ 4.01%
$216.47 - $242.1 $79K - $88.4K
9.46K $2.17M
IWR
Ishares Russell Mid Cap ETF

ETFs
297
+ 8.78%
$74.88 - $91.97 $22.2K - $27.3K
3.68K $338K
AXP
American Express CO

Financial Services
10
+ 1.13%
$231.39 - $318.98 $2.31K - $3.19K
896 $285K
VB
Vanguard Small Cap ETF

ETFs
88
+ 5.19%
$193.73 - $237.37 $17K - $20.9K
1.78K $422K
INDA
Ishares Msci India Index Fund

ETFs
385
+ 7.41%
$49.13 - $55.86 $18.9K - $21.5K
5.58K $310K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
164
+ 3.72%
$90.56 - $109.49 $14.9K - $18K
4.57K $499K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
317
+ 6.55%
$51.16 - $62.02 $16.2K - $19.7K
5.16K $319K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
5
+ 0.18%
$86.12 - $108.35 $431 - $542
2.81K $304K
WFC
Wells Fargo & Company

Financial Services
1
+ 0.03%
$60.98 - $80.12 $61 - $80.1
3.47K $277K
MMM
3 M CO

Industrials
100
+ 4.06%
$126.09 - $154.15 $12.6K - $15.4K
2.56K $390K
DHR
Danaher Corp

Healthcare
275
+ 7.14%
$174.64 - $205.16 $48K - $56.4K
4.13K $815K
INTC
Intel Corp

Technology
1.41K
+ 6.8%
$18.13 - $22.69 $25.5K - $31.9K
22.1K $493K
FISV
Fiserv Inc

Technology
160
+ 2.0%
N/A
8.16K $1.02M
SHW
Sherwin Williams CO

Basic Materials
86
+ 2.64%
$313.51 - $363.51 $27K - $31.3K
3.35K $1.15M
SSY
Sunlink Health Systems Inc

Healthcare
10K
New
$0.82 - $1.05 $8.2K - $10.5K
10K $8K
PFE
Pfizer Inc

Healthcare
1.19K
+ 5.36%
$21.59 - $24.84 $25.8K - $29.6K
23.4K $567K
T Rowe Price ETF Inc
9.75K
New
N/A
9.75K $0
Capital Group Equity ETF Tr
7.77K
New
N/A
7.77K $0
MEM
Matthews Asia Fds Emerging Mar
514
+ 0.34%
N/A
152K $0
Ishares Bitcoin Trust ETF
3.62K
New
N/A
3.62K $0
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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