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
ASML
Asml Holding Nv

Technology
41
+ 7.21%
$595.37 - $815.24 $24.4K - $33.4K
610 $488K
BA
Boeing CO

Industrials
205
+ 12.28%
$136.59 - $217.51 $28K - $44.6K
1.87K $392K
WST
West Pharmaceutical Services Inc

Healthcare
492
+ 32.56%
$190.39 - $227.7 $93.7K - $112K
2K $438K
LMT
Lockheed Martin Corp

Industrials
58
+ 1.4%
$430.82 - $486.45 $25K - $28.2K
4.21K $1.95M
VUG
Vanguard Growth ETF

ETFs
100
+ 14.47%
$329.49 - $438.4 $32.9K - $43.8K
791 $346K
HD
Home Depot, Inc.

Consumer Cyclical
246
+ 2.16%
$335.24 - $380.78 $82.5K - $93.7K
11.6K $4.26M
YUM
Yum Brands Inc

Consumer Cyclical
700
+ 32.11%
$138.36 - $161.45 $96.9K - $113K
2.88K $426K
MCHI
Ishares Msci China ETF

ETFs
1.38K
+ 29.51%
$45.22 - $55.86 $62.2K - $76.8K
6.03K $332K
CMI
Cummins Inc

Industrials
68
+ 1.77%
$267.12 - $336.65 $18.2K - $22.9K
3.9K $1.28M
IEMG
Ishares Inc

ETFs
1.37K
+ 2.95%
N/A
48K $2.57M
VEU
Vanguard Ftse All World Ex Us

ETFs
235
+ 2.74%
$54.19 - $67.22 $12.7K - $15.8K
8.81K $591K
ADBE
Adobe Inc.

Technology
152
+ 7.91%
$340.0 - $420.68 $51.7K - $63.9K
2.07K $802K
LRGF
Ishares Tr

ETFs
405
+ 7.45%
$51.37 - $64.13 $20.8K - $26K
5.84K $374K
WM
Waste Management Inc

Industrials
365
+ 4.01%
$216.47 - $242.1 $79K - $88.4K
9.46K $2.17M
IWR
Ishares Russell Mid Cap ETF

ETFs
297
+ 8.78%
$74.88 - $91.97 $22.2K - $27.3K
3.68K $338K
AXP
American Express CO

Financial Services
10
+ 1.13%
$231.39 - $318.98 $2.31K - $3.19K
896 $285K
VB
Vanguard Small Cap ETF

ETFs
88
+ 5.19%
$193.73 - $237.37 $17K - $20.9K
1.78K $422K
INDA
Ishares Msci India Index Fund

ETFs
385
+ 7.41%
$49.13 - $55.86 $18.9K - $21.5K
5.58K $310K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
164
+ 3.72%
$90.56 - $109.49 $14.9K - $18K
4.57K $499K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
317
+ 6.55%
$51.16 - $62.02 $16.2K - $19.7K
5.16K $319K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
5
+ 0.18%
$86.12 - $108.35 $431 - $542
2.81K $304K
MMM
3 M CO

Industrials
100
+ 4.06%
$126.09 - $154.15 $12.6K - $15.4K
2.56K $390K
WFC
Wells Fargo & Company

Financial Services
1
+ 0.03%
$60.98 - $80.12 $61 - $80.1
3.47K $277K
DHR
Danaher Corp

Healthcare
275
+ 7.14%
$174.64 - $205.16 $48K - $56.4K
4.13K $815K
INTC
Intel Corp

Technology
1.41K
+ 6.8%
$18.13 - $22.69 $25.5K - $31.9K
22.1K $493K
FISV
Fiserv Inc

Technology
160
+ 2.0%
N/A
8.16K $1.02M
SHW
Sherwin Williams CO

Basic Materials
86
+ 2.64%
$313.51 - $363.51 $27K - $31.3K
3.35K $1.15M
PFE
Pfizer Inc

Healthcare
1.19K
+ 5.36%
$21.59 - $24.84 $25.8K - $29.6K
23.4K $567K
ILCG
Ishares Morningstar Growth ETF
548
+ 18.58%
N/A
3.5K $0
MEM
Matthews Asia Fds Emerging Mar
514
+ 0.34%
N/A
152K $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
CPRT
Copart Inc

Consumer Cyclical
405
+ 2.09%
$47.72 - $63.84 $19.3K - $25.9K
19.7K $968K
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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