Jgp Wealth Management, LLC New Holdings in Q3 2025

Jgp Wealth Management, LLC

  • $886 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FIX
Comfort Systems Usa Inc

Industrials
9.26K
New
$521.66 - $825.18 $4.83M - $7.64M
9.26K $7.64M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
72K
New
$91.44 - $91.77 $6.58M - $6.61M
72K $6.6M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
21.7K
New
$52.39 - $53.11 $1.13M - $1.15M
21.7K $1.15M
ICSH
Blackrock Ultra Short Term Bon

ETFs
19.3K
New
$50.52 - $50.75 $974K - $978K
19.3K $978K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
7.93K
New
$50.73 - $52.47 $402K - $416K
7.93K $414K
APP
App Lovin Corp

Technology
442
New
$335.1 - $718.54 $148K - $318K
442 $317K
STX
Seagate Technology Holdings PLC

Technology
1.15K
New
$142.01 - $236.06 $163K - $271K
1.15K $270K
CVS
Cvs Health Corp

Healthcare
3.59K
New
$58.75 - $76.5 $211K - $274K
3.59K $270K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
2.88K
New
$82.42 - $87.03 $238K - $251K
2.88K $250K
NVS
Novartis Ag

Healthcare
1.81K
New
$113.5 - $129.73 $206K - $235K
1.81K $232K
EWY
Ishares Inc Msci South Korea E

ETFs
2.77K
New
$70.07 - $81.56 $194K - $226K
2.77K $222K
NWN
Northwest Natural Holding CO

Utilities
4.92K
New
$39.48 - $44.93 $194K - $221K
4.92K $221K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
9.52K
New
$21.69 - $23.34 $207K - $222K
9.52K $221K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
2.94K
New
$68.27 - $75.58 $201K - $222K
2.94K $218K
GE
General Electric CO

Industrials
723
New
$244.75 - $305.63 $177K - $221K
723 $217K
TRV
Travelers Companies, Inc.

Financial Services
763
New
$250.62 - $279.43 $191K - $213K
763 $213K
TJX
Tjx Companies Inc

Consumer Cyclical
1.47K
New
$121.35 - $144.54 $178K - $212K
1.47K $212K
MPC
Marathon Petroleum Corp

Energy
1.1K
New
$158.59 - $198.69 $174K - $218K
1.1K $211K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
483
New
$393.18 - $439.39 $190K - $212K
483 $210K
ALL
Allstate Corp

Financial Services
958
New
$192.0 - $214.65 $184K - $206K
958 $205K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
4.41K
New
$45.6 - $46.92 $201K - $207K
4.41K $205K
NSC
Norfolk Southern Corp

Industrials
682
New
$259.49 - $300.41 $177K - $205K
682 $204K
NOK
Nokia Corp

Technology
11.8K
New
$4.05 - $5.23 $47.6K - $61.5K
11.8K $56K
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
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