Jgp Wealth Management, LLC Incresed Positions in Q3 2024

Jgp Wealth Management, LLC

  • $774 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
10.9K
+ 5.24%
$207.23 - $234.82 $2.27M - $2.57M
220K $51.2M
IVV
Ishares Core S&P 500 ETF

ETFs
9.02K
+ 18.79%
$520.18 - $576.82 $4.69M - $5.2M
57K $32.9M
PNC
Pnc Financial Services Group, Inc.

Financial Services
56
+ 0.06%
$156.14 - $187.2 $8.74K - $10.5K
101K $18.7M
LEN
Lennar Corp

Consumer Cyclical
202
+ 0.26%
$142.5 - $192.45 $28.8K - $38.9K
78.1K $14.6M
APD
Air Products & Chemicals, Inc.

Basic Materials
900
+ 2.01%
$247.34 - $300.11 $223K - $270K
45.6K $13.6M
ITOT
Ishares Core S&P Total U.S. St

ETFs
5.17K
+ 2.62%
$113.41 - $125.62 $586K - $649K
203K $25.5M
GWW
W.W. Grainger, Inc.

Industrials
46
+ 0.33%
$896.19 - $1044.18 $41.2K - $48K
14.1K $14.6M
ICE
Intercontinental Exchange, Inc.

Financial Services
464
+ 0.6%
$136.93 - $162.81 $63.5K - $75.5K
77.7K $12.5M
DGRO
Ishares Core Dividend Growth E

ETFs
7.1K
+ 2.67%
$57.47 - $62.76 $408K - $446K
273K $17.1M
WMT
Walmart Inc.

Consumer Defensive
56
+ 0.04%
$66.91 - $81.4 $3.75K - $4.56K
129K $10.4M
PAYX
Paychex Inc

Industrials
99
+ 0.1%
$116.17 - $135.19 $11.5K - $13.4K
94.8K $12.7M
DVY
Ishares Tr

ETFs
1.39K
+ 1.83%
$119.99 - $135.74 $167K - $189K
77.5K $10.5M
ABT
Abbott Laboratories

Healthcare
2.29K
+ 2.58%
$100.07 - $118.13 $229K - $270K
91K $10.4M
MDT
Medtronic PLC

Healthcare
2.82K
+ 3.55%
$76.84 - $91.03 $217K - $257K
82.2K $7.4M
FDS
Factset Research Systems Inc

Financial Services
214
+ 1.05%
$397.04 - $469.48 $85K - $100K
20.5K $9.45M
ITW
Illinois Tool Works Inc

Industrials
426
+ 1.06%
$233.14 - $263.97 $99.3K - $112K
40.8K $10.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.87K
+ 213.37%
$517.38 - $573.86 $966K - $1.07M
2.74K $1.57M
SCI
Service Corp International

Consumer Cyclical
1.67K
+ 1.46%
$69.55 - $80.63 $116K - $134K
116K $9.16M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
2.39K
+ 3.07%
$112.99 - $126.45 $270K - $302K
80.2K $10.1M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
8.18K
+ 2.2%
$25.21 - $28.46 $206K - $233K
381K $10.7M
XOM
Exxon Mobil Corp

Energy
5.92K
+ 58.09%
$109.72 - $119.0 $649K - $704K
16.1K $1.89M
HD
Home Depot, Inc.

Consumer Cyclical
96
+ 0.88%
$333.64 - $405.2 $32K - $38.9K
11.1K $4.48M
CDW
Cdw Corp

Technology
2.6K
+ 5.64%
$206.67 - $239.84 $538K - $625K
48.8K $11M
AMGN
Amgen Inc

Healthcare
524
+ 1.0%
$309.38 - $337.38 $162K - $177K
52.9K $17M
LHX
L3 Harris Technologies, Inc.

Industrials
198
+ 0.46%
$221.96 - $243.27 $43.9K - $48.2K
43.3K $10.3M
ORCL
Oracle Corp

Technology
502
+ 2.73%
$125.9 - $170.35 $63.2K - $85.5K
18.9K $3.21M
PG
Procter & Gamble CO

Consumer Defensive
683
+ 1.36%
$160.76 - $177.82 $110K - $121K
50.8K $8.8M
ADI
Analog Devices Inc

Technology
1.26K
+ 1.68%
$200.56 - $243.33 $253K - $307K
76.1K $17.5M
PEP
Pepsico Inc

Consumer Defensive
1.07K
+ 2.46%
$161.9 - $179.3 $174K - $193K
44.7K $7.6M
IEFA
Ishares Tr

ETFs
1.49K
+ 3.0%
$70.09 - $78.74 $104K - $117K
51.1K $3.99M
MCD
Mcdonalds Corp

Consumer Cyclical
32
+ 0.43%
$245.82 - $304.51 $7.87K - $9.74K
7.54K $2.3M
FTNT
Fortinet, Inc.

Technology
532
+ 3.43%
$55.39 - $77.55 $29.5K - $41.3K
16K $1.24M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
467
+ 32.75%
$405.19 - $478.57 $189K - $223K
1.89K $871K
MMM
3 M CO

Industrials
20
+ 0.24%
$99.69 - $139.42 $1.99K - $2.79K
8.35K $1.14M
SHW
Sherwin Williams CO

Basic Materials
90
+ 2.94%
$294.65 - $384.0 $26.5K - $34.6K
3.15K $1.2M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.21K
+ 20.79%
$96.25 - $101.98 $213K - $226K
12.9K $1.3M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
2.34K
+ 2.1%
$47.18 - $48.74 $111K - $114K
114K $5.55M
RMD
Resmed Inc

Healthcare
182
+ 4.63%
$186.94 - $252.92 $34K - $46K
4.11K $1M
TSLA
Tesla, Inc.

Consumer Cyclical
30
+ 0.78%
$191.76 - $263.26 $5.75K - $7.9K
3.85K $1.01M
SBUX
Starbucks Corp

Consumer Cyclical
187
+ 1.78%
$72.51 - $98.6 $13.6K - $18.4K
10.7K $1.04M
MKC
Mccormick & CO Inc

Consumer Defensive
6
+ 0.03%
$69.44 - $84.76 $417 - $509
17.6K $1.45M
IEMG
Ishares Inc

ETFs
3.6K
+ 10.7%
$53.64 - $53.64 $193K - $193K
37.3K $2M
ACN
Accenture PLC

Technology
170
+ 6.49%
$295.44 - $355.81 $50.2K - $60.5K
2.79K $986K
COST
Costco Wholesale Corp

Consumer Defensive
62
+ 1.67%
$801.83 - $917.05 $49.7K - $56.9K
3.77K $3.34M
HUBB
Hubbell Inc

Industrials
154
+ 7.98%
$355.55 - $428.48 $54.8K - $66K
2.08K $892K
DHR
Danaher Corp

Healthcare
287
+ 9.35%
$239.25 - $280.76 $68.7K - $80.6K
3.36K $932K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.83K
+ 22.58%
$81.31 - $83.29 $148K - $152K
9.91K $823K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
1.16K
+ 2.11%
$49.77 - $51.95 $57.7K - $60.2K
56.1K $2.91M
DE
Deere & CO

Industrials
79
+ 2.69%
$344.84 - $418.0 $27.2K - $33K
3.01K $1.26M
Activity Summary
Buys All Purchases 122 New Holdings 11 Increased Positions 111 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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