Jgp Wealth Management, LLC Incresed Positions in Q1 2025

Jgp Wealth Management, LLC

  • $750 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
49.6K
+ 57.96%
$554.06 - $615.85 $27.5M - $30.5M
135K $75.4M
DGRO
Ishares Core Dividend Growth E

ETFs
166K
+ 59.32%
$60.46 - $64.42 $10M - $10.7M
446K $27.3M
KLAC
Kla Corp

Technology
268
+ 0.66%
$636.62 - $777.63 $171K - $208K
40.9K $27.8M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
28.8K
+ 43.27%
$50.39 - $50.66 $1.45M - $1.46M
95.3K $4.82M
DVY
Ishares Tr

ETFs
4.33K
+ 5.42%
$128.58 - $138.1 $557K - $598K
84.2K $11.2M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
3.77K
+ 76.36%
$192.82 - $222.1 $726K - $836K
8.7K $1.68M
IEFA
Ishares Tr

ETFs
3.87K
+ 7.07%
$69.57 - $78.65 $269K - $304K
58.6K $4.48M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
10.4K
+ 8.63%
$47.59 - $48.33 $495K - $503K
131K $6.33M
MRK
Merck & Co., Inc.

Healthcare
6.83K
+ 146.91%
$83.01 - $101.02 $567K - $690K
11.5K $1.03M
CVX
Chevron Corp

Energy
2.28K
+ 38.27%
$146.71 - $167.97 $334K - $382K
8.22K $1.38M
V
Visa Inc.

Financial Services
608
+ 16.16%
$306.92 - $362.71 $187K - $221K
4.37K $1.53M
WM
Waste Management Inc

Industrials
150
+ 1.68%
$200.54 - $233.78 $30.1K - $35.1K
9.1K $2.11M
XOM
Exxon Mobil Corp

Energy
332
+ 1.96%
$105.44 - $118.93 $35K - $39.5K
17.3K $2.05M
IEMG
Ishares Inc

ETFs
3.86K
+ 9.04%
N/A
46.6K $2.5M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
65
+ 1.33%
$208.48 - $244.03 $13.6K - $15.9K
4.97K $1.21M
DE
Deere & CO

Industrials
47
+ 1.49%
$408.57 - $509.27 $19.2K - $23.9K
3.21K $1.5M
META
Meta Platforms, Inc.

Communication Services
260
+ 16.51%
$576.74 - $736.67 $150K - $192K
1.84K $1.06M
MBB
Ishares Tr

ETFs
974
+ 8.4%
$90.37 - $94.08 $88K - $91.6K
12.6K $1.18M
VTI
Vanguard Total Stock Market Et

ETFs
639
+ 12.66%
$271.18 - $303.12 $173K - $194K
5.69K $1.56M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
930
+ 6.35%
$81.83 - $82.67 $76.1K - $76.9K
15.6K $1.29M
SBUX
Starbucks Corp

Consumer Cyclical
78
+ 0.73%
$91.75 - $115.81 $7.16K - $9.03K
10.8K $1.06M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
1.32K
+ 7.33%
$49.6 - $50.26 $65.4K - $66.3K
19.3K $970K
UNH
Unitedhealth Group Inc

Healthcare
109
+ 11.96%
$461.52 - $548.18 $50.3K - $59.8K
1.02K $534K
SHW
Sherwin Williams CO

Basic Materials
85
+ 2.67%
$330.16 - $365.55 $28.1K - $31.1K
3.26K $1.14M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
420
+ 10.61%
$100.59 - $103.38 $42.2K - $43.4K
4.38K $452K
IBM
International Business Machines Corp

Technology
20
+ 1.41%
$217.4 - $264.74 $4.35K - $5.29K
1.44K $357K
EA
Electronic Arts Inc.

Communication Services
381
+ 6.15%
$116.53 - $146.29 $44.4K - $55.7K
6.58K $950K
BAC
Bank Of America Corp

Financial Services
1.58K
+ 14.41%
$39.61 - $47.74 $62.7K - $75.6K
12.6K $524K
VIG
Vanguard Dividend Appreciation

ETFs
225
+ 6.41%
N/A
3.73K $679K
LRGF
Ishares Tr

ETFs
739
+ 15.74%
$56.95 - $63.95 $42.1K - $47.3K
5.44K $312K
RSP
Invesco S&P 500 Equal Weight E

ETFs
212
+ 3.08%
$169.43 - $182.84 $35.9K - $38.8K
7.09K $1.22M
PANW
Palo Alto Networks Inc

Technology
147
+ 11.02%
$167.82 - $208.28 $24.7K - $30.6K
1.48K $252K
NEAR
Blackrock Short Maturity Bond

ETFs
30
+ 0.14%
$50.4 - $50.89 $1.51K - $1.53K
21.2K $1.08M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
45
+ 7.43%
$507.05 - $563.67 $22.8K - $25.4K
651 $332K
MS
Morgan Stanley

Financial Services
290
+ 8.54%
$111.68 - $141.08 $32.4K - $40.9K
3.69K $430K
BDX
Becton Dickinson & CO

Healthcare
1
+ 0.1%
$222.79 - $249.08 $223 - $249
997 $228K
VB
Vanguard Small Cap ETF

ETFs
140
+ 9.0%
$217.89 - $252.64 $30.5K - $35.4K
1.7K $375K
ILCG
Ishares Morningstar Growth ETF
442
+ 17.63%
N/A
2.95K $0
MEM
Matthews Asia Fds Emerging Mar
142K
+ 1545.38%
N/A
151K $0
Linde PLC
54
+ 10.49%
N/A
569 $0
XLK
Technology Sector Spdr

ETFs
175
+ 9.56%
$206.38 - $242.18 $36.1K - $42.4K
2.01K $413K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
110
+ 2.33%
$57.21 - $65.8 $6.29K - $7.24K
4.84K $281K
ACN
Accenture PLC

Technology
309
+ 10.85%
$300.91 - $398.25 $93K - $123K
3.16K $985K
SPY
Spdr S&P 500 ETF Trust

ETFs
101
+ 3.66%
$551.42 - $612.93 $55.7K - $61.9K
2.86K $1.6M
AXP
American Express CO

Financial Services
25
+ 2.9%
$255.39 - $325.87 $6.38K - $8.15K
886 $238K
AVY
Avery Dennison Corp

Industrials
191
+ 3.16%
$174.58 - $195.91 $33.3K - $37.4K
6.24K $1.11M
VUG
Vanguard Growth ETF

ETFs
15
+ 2.22%
$369.1 - $427.61 $5.54K - $6.41K
691 $255K
CRM
Salesforce, Inc.

Technology
172
+ 15.41%
$268.36 - $359.95 $46.2K - $61.9K
1.29K $345K
AMAT
Applied Materials Inc

Technology
95
+ 3.37%
$145.06 - $195.51 $13.8K - $18.6K
2.92K $423K
Activity Summary
Buys All Purchases 80 New Holdings 12 Increased Positions 68 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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