Jgp Wealth Management, LLC Incresed Positions 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
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
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
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
DVY
Ishares Tr

ETFs
2.13K
+ 2.53%
$118.37 - $134.86 $252K - $288K
86.3K $11.5M
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
EWJ
Ishares Msci Japan ETF

ETFs
2.5K
+ 35.89%
$61.32 - $75.28 $153K - $188K
9.46K $709K
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
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
86
+ 2.99%
$141.37 - $228.57 $12.2K - $19.7K
2.96K $670K
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
FTNT
Fortinet, Inc.

Technology
169
+ 1.24%
$84.71 - $108.69 $14.3K - $18.4K
13.8K $1.46M
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
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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