Jgp Wealth Management, LLC New Holdings in Q2 2025

Jgp Wealth Management, LLC

  • $813 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TFLO
Ishares Treasury Floating Rate

ETFs
18.1K
New
$50.47 - $50.66 $911K - $915K
18.1K $914K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
6.38K
New
$94.78 - $95.97 $605K - $612K
6.38K $611K
IEF
Ishares Barclays

ETFs
4.91K
New
$93.15 - $96.56 $458K - $474K
4.91K $470K
FDVV
Fidelity High Dividend ETF

ETFs
8.81K
New
$43.6 - $52.02 $384K - $458K
8.81K $458K
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.06K
New
$72.02 - $73.82 $292K - $300K
4.06K $298K
SAP
Sap Se

Technology
951
New
$237.53 - $309.8 $226K - $295K
951 $289K
FLR
Fluor Corp

Industrials
5.31K
New
$30.86 - $51.42 $164K - $273K
5.31K $272K
CEG
Constellation Energy Corp

Utilities
827
New
$170.96 - $322.76 $141K - $267K
827 $266K
SPMD
Spdr Portfolio

ETFs
4.42K
New
$44.89 - $54.38 $198K - $240K
4.42K $240K
CAT
Caterpillar Inc

Industrials
605
New
$273.94 - $388.21 $166K - $235K
605 $234K
CGGR
Capital Group Growth ETF Shs C

ETFs
5.54K
New
$30.53 - $40.65 $169K - $225K
5.54K $225K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.94K
New
$34.72 - $42.74 $172K - $211K
4.94K $211K
IYW
Ishares Dj Us Tech ETF

ETFs
1.17K
New
$122.57 - $173.27 $144K - $203K
1.17K $202K
PM
Philip Morris International Inc.

Consumer Defensive
1.11K
New
$149.23 - $184.95 $165K - $205K
1.11K $201K
F
Ford Motor CO

Consumer Cyclical
12.7K
New
$8.69 - $10.85 $110K - $138K
12.7K $137K
SSY
Sunlink Health Systems Inc

Healthcare
10K
New
$0.82 - $1.05 $8.2K - $10.5K
10K $8K
T Rowe Price ETF Inc
9.75K
New
N/A
9.75K $0
Capital Group Equity ETF Tr
7.77K
New
N/A
7.77K $0
Ishares Bitcoin Trust ETF
3.62K
New
N/A
3.62K $0
Ab Active Etfs Inc
5.55K
New
N/A
5.55K $0
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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