Jgp Wealth Management, LLC Reduced Holdings in Q1 2025

Jgp Wealth Management, LLC

  • $750 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
USB
Us Bancorp \De\

Financial Services
-439
- 2.34%
$40.92 - $50.9 $18K - $22.3K
18.3K $774K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-69
- 4.63%
$468.34 - $539.52 $32.3K - $37.2K
1.42K $666K
SNA
Snap On Inc

Industrials
-180
- 5.54%
$324.09 - $358.62 $58.3K - $64.6K
3.07K $1.03M
CPRT
Copart Inc

Consumer Cyclical
-827
- 4.1%
$52.3 - $59.83 $43.3K - $49.5K
19.3K $1.09M
CSCO
Cisco Systems, Inc.

Technology
-1.82K
- 8.89%
$58.74 - $64.87 $107K - $118K
18.7K $1.15M
CSX
Csx Corp

Industrials
-127
- 0.81%
$29.11 - $33.67 $3.7K - $4.28K
15.6K $457K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-32
- 3.62%
$360.07 - $417.26 $11.5K - $13.4K
853 $307K
BALL
Ball Corp

Consumer Cyclical
-2
- 0.01%
$49.04 - $56.53 $98.1 - $113
13.8K $711K
RMD
Resmed Inc

Healthcare
-45
- 1.09%
$219.7 - $257.65 $9.89K - $11.6K
4.1K $900K
SYK
Stryker Corp

Healthcare
-450
- 4.3%
$355.18 - $399.9 $160K - $180K
10K $3.73M
ASML
Asml Holding Nv

Technology
-19
- 3.23%
$662.63 - $776.99 $12.6K - $14.8K
569 $377K
INDA
Ishares Msci India Index Fund

ETFs
-277
- 5.06%
$47.8 - $53.4 $13.2K - $14.8K
5.2K $266K
BA
Boeing CO

Industrials
-22
- 1.3%
$148.15 - $186.25 $3.26K - $4.1K
1.67K $284K
IWR
Ishares Russell Mid Cap ETF

ETFs
-10
- 0.29%
$82.81 - $92.93 $828 - $929
3.38K $286K
FISV
Fiserv Inc

Technology
-110
- 1.36%
N/A
8K $1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-512
- 14.33%
$442.66 - $534.52 $227K - $274K
3.06K $1.61M
ADSK
Autodesk, Inc.

Technology
-32
- 1.83%
N/A
1.72K $422K
EWJ
Ishares Msci Japan ETF

ETFs
-297
- 4.09%
$65.24 - $71.7 $19.4K - $21.3K
6.96K $481K
WFC
Wells Fargo & Company

Financial Services
-65
- 1.84%
$66.78 - $81.42 $4.34K - $5.29K
3.47K $248K
KR
Kroger CO

Consumer Defensive
-250
- 6.08%
$58.36 - $67.72 $14.6K - $16.9K
3.87K $261K
WEC
Wec Energy Group, Inc.

Utilities
-247
- 8.47%
$92.12 - $108.98 $22.8K - $26.9K
2.67K $290K
NFLX
Netflix Inc

Communication Services
-13
- 1.59%
$828.4 - $1058.6 $10.8K - $13.8K
803 $748K
INTC
Intel Corp

Technology
-1.46K
- 6.62%
$19.1 - $27.39 $27.9K - $40.1K
20.6K $468K
KMB
Kimberly Clark Corp

Consumer Defensive
-14
- 0.6%
$124.46 - $147.4 $1.74K - $2.06K
2.34K $332K
IXUS
Ishares Tr

ETFs
-11
- 0.14%
$65.06 - $72.31 $716 - $795
7.96K $559K
NOC
Northrop Grumman Corp

Industrials
-4
- 0.47%
$433.45 - $513.82 $1.73K - $2.06K
841 $430K
LLY
Eli Lilly & CO

Healthcare
-38
- 2.11%
$725.72 - $929.72 $27.6K - $35.3K
1.76K $1.45M
APD
Air Products & Chemicals, Inc.

Basic Materials
-503
- 1.09%
$283.24 - $338.07 $142K - $170K
45.8K $13.5M
AEP
American Electric Power CO Inc

Utilities
-1.51K
- 10.51%
$90.32 - $109.27 $136K - $165K
12.8K $1.4M
VZ
Verizon Communications Inc

Communication Services
-340
- 1.7%
$37.81 - $46.49 $12.9K - $15.8K
19.6K $890K
COST
Costco Wholesale Corp

Consumer Defensive
-20
- 0.53%
$890.62 - $1076.86 $17.8K - $21.5K
3.75K $3.55M
MCD
Mcdonalds Corp

Consumer Cyclical
-223
- 2.9%
$279.74 - $321.29 $62.4K - $71.6K
7.47K $2.33M
KO
Coca Cola CO

Consumer Defensive
-316
- 1.39%
$60.81 - $72.32 $19.2K - $22.9K
22.4K $1.61M
TSCO
Tractor Supply CO

Consumer Cyclical
-3.52K
- 1.34%
$51.66 - $57.94 $182K - $204K
259K $14.3M
ABBV
Abb Vie Inc.

Healthcare
-218
- 1.22%
$169.2 - $216.66 $36.9K - $47.2K
17.7K $3.71M
MDT
Medtronic PLC

Healthcare
-77
- 0.11%
$79.84 - $94.5 $6.15K - $7.28K
70.5K $6.34M
ABT
Abbott Laboratories

Healthcare
-7.38K
- 7.98%
$111.1 - $140.22 $820K - $1.03M
85K $11.3M
RTX
Raytheon Technologies Corp

Industrials
-5.12K
- 5.42%
$114.1 - $135.66 $584K - $694K
89.2K $11.8M
Activity Summary
Buys All Purchases 80 New Holdings 12 Increased Positions 68 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Jgp Wealth Management, LLC Portfolio

Follow Jgp Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jgp Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jgp Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email