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
Ab Active Etfs Inc
5.55K
New
N/A
5.55K $0
ILCG
Ishares Morningstar Growth ETF
548
+ 18.58%
N/A
3.5K $0
KO
Coca Cola CO

Consumer Defensive
2
+ 0.01%
$68.37 - $73.9 $137 - $148
22.4K $1.59M
VZ
Verizon Communications Inc

Communication Services
101
+ 0.51%
$41.67 - $45.62 $4.21K - $4.61K
19.7K $853K
SBUX
Starbucks Corp

Consumer Cyclical
208
+ 1.92%
$79.69 - $99.41 $16.6K - $20.7K
11K $1.01M
SNA
Snap On Inc

Industrials
50
+ 1.63%
$292.36 - $342.2 $14.6K - $17.1K
3.12K $969K
CVX
Chevron Corp

Energy
873
+ 10.62%
$133.73 - $168.51 $117K - $147K
9.1K $1.3M
MRK
Merck & Co., Inc.

Healthcare
243
+ 2.12%
$73.47 - $87.12 $17.9K - $21.2K
11.7K $927K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
68
+ 1.37%
$212.1 - $244.27 $14.4K - $16.6K
5.03K $1.1M
MDT
Medtronic PLC

Healthcare
847
+ 1.2%
$80.68 - $88.86 $68.3K - $75.3K
71.4K $6.22M
LEN
Lennar Corp

Consumer Cyclical
1.22K
+ 1.66%
$102.76 - $115.66 $125K - $141K
74.7K $8.26M
NEE
Nextera Energy Inc

Utilities
30
+ 0.02%
$64.11 - $75.0 $1.92K - $2.25K
171K $11.9M
APD
Air Products & Chemicals, Inc.

Basic Materials
859
+ 1.88%
$248.61 - $294.96 $214K - $253K
46.7K $13.2M
TSCO
Tractor Supply CO

Consumer Cyclical
4.55K
+ 1.76%
$47.86 - $55.77 $218K - $254K
264K $13.9M
LOW
Lowes Companies Inc

Consumer Cyclical
847
+ 1.69%
$210.83 - $235.28 $179K - $199K
51.1K $11.3M
JNJ
Johnson & Johnson

Healthcare
719
+ 1.73%
$146.36 - $159.82 $105K - $115K
42.2K $6.44M
PEP
Pepsico Inc

Consumer Defensive
789
+ 2.14%
$128.02 - $151.37 $101K - $119K
37.6K $4.97M
POOL
Pool Corp

Industrials
151
+ 0.44%
$285.0 - $325.66 $43K - $49.2K
34.1K $9.94M
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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