Jgp Wealth Management, LLC Reduced Holdings in Q2 2025

Jgp Wealth Management, LLC

  • $813 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-653
- 0.3%
$172.42 - $223.89 $113K - $146K
218K $44.8M
AMGN
Amgen Inc

Healthcare
-175
- 0.41%
$262.28 - $309.85 $45.9K - $54.2K
42.4K $11.9M
CHD
Church & Dwight CO Inc

Consumer Defensive
-752
- 1.15%
$91.57 - $110.76 $68.9K - $83.3K
64.4K $6.19M
PAYX
Paychex Inc

Industrials
-173
- 0.22%
$137.01 - $159.78 $23.7K - $27.6K
77.8K $11.3M
PG
Procter & Gamble CO

Consumer Defensive
-139
- 0.29%
$157.66 - $172.39 $21.9K - $24K
48.4K $7.71M
NEAR
Blackrock Short Maturity Bond

ETFs
-10.9K
- 51.17%
$50.41 - $51.17 $547K - $556K
10.4K $529K
AFL
Aflac Inc

Financial Services
-106
- 0.13%
$99.77 - $112.45 $10.6K - $11.9K
79.4K $8.37M
ABBV
Abb Vie Inc.

Healthcare
-118
- 0.67%
$170.16 - $206.27 $20.1K - $24.3K
17.6K $3.26M
CMCSA
Comcast Corp

Communication Services
-3.12K
- 1.73%
$32.84 - $36.72 $102K - $114K
177K $6.33M
UNH
Unitedhealth Group Inc

Healthcare
-304
- 29.8%
$274.35 - $599.47 $83.4K - $182K
716 $223K
XOM
Exxon Mobil Corp

Energy
-390
- 2.26%
$99.93 - $119.04 $39K - $46.4K
16.9K $1.82M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-3.46K
- 3.63%
$50.36 - $50.68 $174K - $175K
91.8K $4.65M
JKHY
Henry Jack & Associates Inc

Technology
-278
- 0.61%
$163.54 - $186.02 $45.5K - $51.7K
45.6K $8.22M
MCD
Mcdonalds Corp

Consumer Cyclical
-34
- 0.46%
$285.55 - $321.23 $9.71K - $10.9K
7.43K $2.17M
FDS
Factset Research Systems Inc

Financial Services
-46
- 0.25%
$398.85 - $473.32 $18.3K - $21.8K
18.5K $8.26M
PSA
Public Storage

Real Estate
-297
- 4.38%
$266.31 - $309.77 $79.1K - $92K
6.49K $1.9M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-10
- 0.33%
$483.48 - $539.8 $4.83K - $5.4K
3.05K $1.48M
TGT
Target Corp

Consumer Defensive
-899
- 14.73%
$88.76 - $105.77 $79.8K - $95.1K
5.2K $513K
AEP
American Electric Power CO Inc

Utilities
-489
- 3.81%
$98.59 - $109.11 $48.2K - $53.4K
12.3K $1.28M
BLDR
Builders First Source, Inc.

Industrials
-719
- 21.64%
$105.63 - $131.12 $75.9K - $94.3K
2.6K $303K
LLY
Eli Lilly & CO

Healthcare
-4
- 0.23%
$713.71 - $898.95 $2.85K - $3.6K
1.76K $1.37M
DGX
Quest Diagnostics Inc

Healthcare
-615
- 0.74%
N/A
82.4K $11.3M
TXN
Texas Instruments Inc

Technology
-396
- 3.42%
N/A
11.2K $2.18M
ACN
Accenture PLC

Technology
-91
- 2.88%
$279.23 - $323.21 $25.4K - $29.4K
3.07K $916K
PKG
Packaging Corp Of America

Consumer Cyclical
-13
- 0.19%
$175.97 - $201.36 $2.29K - $2.62K
6.69K $1.26M
VIG
Vanguard Dividend Appreciation

ETFs
-332
- 8.89%
N/A
3.4K $619K
ITW
Illinois Tool Works Inc

Industrials
-101
- 0.26%
$218.41 - $252.43 $22.1K - $25.5K
39.4K $9.74M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-797
- 25.89%
$104.23 - $134.39 $83.1K - $107K
2.28K $306K
AVY
Avery Dennison Corp

Industrials
-170
- 2.72%
$159.58 - $183.97 $27.1K - $31.3K
6.07K $1.07M
GLD
Spdr Gold Trust

ETFs
-133
- 13.05%
$273.71 - $316.29 $36.4K - $42.1K
886 $270K
KR
Kroger CO

Consumer Defensive
-500
- 12.94%
$64.62 - $74.0 $32.3K - $37K
3.37K $241K
CRM
Salesforce, Inc.

Technology
-75
- 5.82%
$236.26 - $291.15 $17.7K - $21.8K
1.21K $330K
NOC
Northrop Grumman Corp

Industrials
-7
- 0.83%
$456.3 - $540.39 $3.19K - $3.78K
834 $416K
Lam Research Corp
-3
- 0.07%
N/A
4.05K $0
Linde PLC
-43
- 7.56%
N/A
526 $0
Blackrock Inc
-36
- 13.38%
N/A
233 $0
ADSK
Autodesk, Inc.

Technology
-1
- 0.06%
N/A
1.72K $422K
T
At&T Inc.

Communication Services
-152
- 2.06%
$26.33 - $28.94 $4K - $4.4K
7.23K $209K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-370
- 5.22%
$152.93 - $181.74 $56.6K - $67.2K
6.72K $1.22M
BALL
Ball Corp

Consumer Cyclical
-998
- 7.22%
$44.94 - $56.99 $44.9K - $56.9K
12.8K $719K
IWM
Ishares Russell 2000 ETF

ETFs
-38
- 2.93%
$174.82 - $215.79 $6.64K - $8.2K
1.26K $271K
BSX
Boston Scientific Corp

Healthcare
-5
- 0.24%
$89.7 - $107.41 $449 - $537
2.08K $223K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-29
- 4.45%
$456.74 - $568.03 $13.2K - $16.5K
622 $353K
AM
Antero Midstream Corp

Energy
-660
- 1.61%
$15.88 - $18.99 $10.5K - $12.5K
40.4K $765K
GS
Goldman Sachs Group Inc

Financial Services
-44
- 11.17%
$462.22 - $707.75 $20.3K - $31.1K
350 $247K
PANW
Palo Alto Networks Inc

Technology
-84
- 5.67%
$152.44 - $204.64 $12.8K - $17.2K
1.4K $285K
MTB
M&T Bank Corp

Financial Services
-221
- 4.07%
$156.58 - $193.99 $34.6K - $42.9K
5.21K $1.01M
CSX
Csx Corp

Industrials
-18
- 0.12%
$26.69 - $32.91 $480 - $592
15.5K $507K
DOV
Dover Corp

Industrials
-37
- 0.47%
$151.14 - $186.7 $5.59K - $6.91K
7.82K $1.43M
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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