Jgp Wealth Management, LLC Incresed Positions in Q3 2025

Jgp Wealth Management, LLC

  • $886 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
9.75K
+ 7.46%
$620.67 - $670.08 $6.05M - $6.53M
140K $94M
AAPL
Apple Inc.

Technology
1.36K
+ 0.62%
$202.38 - $256.87 $274K - $348K
220K $56M
WSM
Williams Sonoma Inc

Consumer Cyclical
27.3K
+ 249.79%
$163.62 - $210.2 $4.47M - $5.75M
38.3K $7.48M
ITOT
Ishares Core S&P Total U.S. St

ETFs
8.1K
+ 3.07%
$135.0 - $146.02 $1.09M - $1.18M
272K $39.6M
DGRO
Ishares Core Dividend Growth E

ETFs
18.8K
+ 4.01%
$64.12 - $68.08 $1.21M - $1.28M
488K $33.2M
LHX
L3 Harris Technologies, Inc.

Industrials
25
+ 0.06%
$252.18 - $305.41 $6.3K - $7.64K
43.3K $13.2M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
23K
+ 90.56%
$97.75 - $100.75 $2.25M - $2.32M
48.5K $4.86M
RTX
Raytheon Technologies Corp

Industrials
23
+ 0.03%
$144.19 - $167.33 $3.32K - $3.85K
88.9K $14.9M
MSFT
Microsoft Corp

Technology
260
+ 0.34%
$491.09 - $535.64 $128K - $139K
76K $39.4M
LOW
Lowes Companies Inc

Consumer Cyclical
596
+ 1.17%
$215.01 - $273.02 $128K - $163K
51.7K $13M
TSCO
Tractor Supply CO

Consumer Cyclical
2.75K
+ 1.04%
$54.08 - $62.65 $148K - $172K
266K $15.1M
ORCL
Oracle Corp

Technology
621
+ 3.74%
$218.96 - $328.33 $136K - $204K
17.2K $4.85M
NVDA
Nvidia Corp

Technology
16
+ 0.04%
$153.3 - $186.58 $2.45K - $2.99K
41K $7.66M
GOOG
Alphabet Inc.

Communication Services
3.37K
+ 68.2%
$175.16 - $255.24 $591K - $861K
8.32K $2.03M
NEE
Nextera Energy Inc

Utilities
1.4K
+ 0.82%
$69.77 - $77.54 $97.7K - $109K
172K $13M
GOOGL
Alphabet Inc.

Communication Services
417
+ 2.81%
$174.36 - $254.72 $72.7K - $106K
15.2K $3.71M
IXUS
Ishares Tr

ETFs
10.3K
+ 107.29%
$76.35 - $82.58 $783K - $847K
19.8K $1.64M
MDT
Medtronic PLC

Healthcare
2.64K
+ 3.7%
$87.67 - $95.74 $232K - $253K
74K $7.05M
MBB
Ishares Tr

ETFs
8.38K
+ 44.72%
$92.46 - $95.73 $774K - $802K
27.1K $2.58M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
15.1K
+ 51.29%
$50.29 - $50.86 $761K - $770K
44.6K $2.27M
ADI
Analog Devices Inc

Technology
676
+ 0.86%
$220.68 - $255.63 $149K - $173K
78.9K $19.4M
WMT
Walmart Inc.

Consumer Defensive
406
+ 0.32%
$94.4 - $104.27 $38.3K - $42.3K
126K $13M
AFL
Aflac Inc

Financial Services
348
+ 0.44%
$98.09 - $111.7 $34.1K - $38.9K
79.7K $8.91M
TSLA
Tesla, Inc.

Consumer Cyclical
28
+ 0.73%
$293.94 - $444.72 $8.23K - $12.5K
3.87K $1.72M
CMI
Cummins Inc

Industrials
234
+ 6.0%
$327.85 - $426.39 $76.7K - $99.8K
4.13K $1.75M
NKE
Nike, Inc.

Consumer Cyclical
7.75K
+ 7.14%
$69.24 - $79.24 $536K - $614K
116K $8.1M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
633
+ 6.39%
$225.11 - $247.9 $142K - $157K
10.5K $2.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
459
+ 28.67%
$546.99 - $602.2 $251K - $276K
2.06K $1.24M
PEP
Pepsico Inc

Consumer Defensive
174
+ 0.46%
$133.81 - $152.16 $23.3K - $26.5K
37.8K $5.31M
PLTR
Palantir Technologies Inc.

Technology
100
+ 1.52%
$130.68 - $186.97 $13.1K - $18.7K
6.7K $1.22M
IEFA
Ishares Tr

ETFs
1K
+ 1.67%
$81.7 - $87.53 $81.9K - $87.7K
61.1K $5.34M
EA
Electronic Arts Inc.

Communication Services
21
+ 0.31%
$147.79 - $202.05 $3.1K - $4.24K
6.71K $1.35M
CVX
Chevron Corp

Energy
929
+ 10.21%
$145.57 - $161.83 $135K - $150K
10K $1.56M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
260
+ 8.78%
$224.68 - $282.71 $58.4K - $73.5K
3.22K $899K
AMGN
Amgen Inc

Healthcare
306
+ 0.72%
$271.18 - $309.22 $83K - $94.6K
42.8K $12.1M
AVGO
Broadcom Inc.

Technology
22
+ 0.63%
$264.74 - $369.57 $5.82K - $8.13K
3.49K $1.15M
BAC
Bank Of America Corp

Financial Services
2.54K
+ 20.17%
$44.92 - $52.42 $114K - $133K
15.1K $780K
LRGF
Ishares Tr

ETFs
1.98K
+ 33.85%
$64.13 - $69.24 $127K - $137K
7.82K $539K
VUG
Vanguard Growth ETF

ETFs
271
+ 34.26%
$433.97 - $484.08 $118K - $131K
1.06K $509K
WST
West Pharmaceutical Services Inc

Healthcare
277
+ 13.83%
$210.08 - $279.1 $58.2K - $77.3K
2.28K $598K
SNA
Snap On Inc

Industrials
138
+ 4.43%
$313.01 - $346.53 $43.2K - $47.8K
3.26K $1.13M
LMT
Lockheed Martin Corp

Industrials
3
+ 0.07%
$410.74 - $499.21 $1.23K - $1.5K
4.21K $2.1M
MRK
Merck & Co., Inc.

Healthcare
1.13K
+ 9.64%
$77.6 - $87.37 $87.7K - $98.7K
12.9K $1.08M
CDNS
Cadence Design Systems Inc

Technology
58
+ 1.93%
$309.46 - $373.37 $17.9K - $21.7K
3.06K $1.08M
EWJ
Ishares Msci Japan ETF

ETFs
1.25K
+ 13.21%
$71.69 - $81.49 $89.6K - $102K
10.7K $858K
XOM
Exxon Mobil Corp

Energy
563
+ 3.33%
$105.83 - $117.22 $59.6K - $66K
17.4K $1.97M
QUAL
Ishares Msci Usa Quality Facto

ETFs
567
+ 26.36%
$182.33 - $194.5 $103K - $110K
2.72K $528K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.77K
+ 34.41%
$62.09 - $66.51 $110K - $118K
6.93K $452K
MCHI
Ishares Msci China ETF

ETFs
1.03K
+ 17.14%
$54.58 - $65.85 $56.4K - $68.1K
7.07K $465K
Activity Summary
Buys All Purchases 124 New Holdings 24 Increased Positions 100 Sells All Sells 72 Reductions 72 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Jgp Wealth Management, LLC Portfolio

Follow Jgp Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jgp Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jgp Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email