Jgp Wealth Management, LLC New Holdings in Q3 2024

Jgp Wealth Management, LLC

  • $774 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ADSK
Autodesk, Inc.

Technology
3.27K
New
$245.83 - $245.83 $803K - $803K
3.27K $802K
PLTR
Palantir Technologies Inc.

Technology
7.36K
New
$24.09 - $37.95 $177K - $279K
7.36K $273K
VUG
Vanguard Growth ETF

ETFs
628
New
$341.08 - $391.94 $214K - $246K
628 $241K
AXP
American Express CO

Financial Services
864
New
$225.92 - $271.17 $195K - $234K
864 $234K
WY
Weyerhaeuser CO

Real Estate
6.75K
New
$27.05 - $33.84 $183K - $228K
6.75K $228K
CEG
Constellation Energy Corp

Utilities
812
New
$167.08 - $262.86 $136K - $213K
812 $211K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.94K
New
$36.02 - $41.68 $178K - $206K
4.94K $203K
AMD
Advanced Micro Devices Inc

Technology
1.24K
New
$128.67 - $183.96 $159K - $227K
1.24K $202K
WETF
Wisdom Tree Investments, Inc.

Financial Services
11.8K
New
N/A
11.8K $64K
NOK
Nokia Corp

Technology
10.2K
New
$3.62 - $4.48 $36.9K - $45.7K
10.2K $44K
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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