Jgp Wealth Management, LLC Closed Holding Positions

Jgp Wealth Management, LLC

  • $771 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
GD
General Dynamics Corp

Industrials
Q2 2020 Filed on Jul 13, 2020
8,185
$121.73 - $167.78 $996K - $1.37M
United Technologies Corp
Q2 2020 Filed on Jul 13, 2020
40,478
N/A
PII
Polaris Inc.

Consumer Cyclical
Q1 2020 Filed on Apr 14, 2020
37,999
$41.77 - $103.03 $1.59M - $3.92M
ROST
Ross Stores, Inc.

Consumer Cyclical
Q1 2020 Filed on Apr 14, 2020
2,102
$59.97 - $123.81 $126K - $260K
GHYB
Gs ETF Tr Access High Yield CO

ETFs
Q1 2020 Filed on Apr 14, 2020
4,631
$39.14 - $50.12 $181K - $232K
DD
Du Pont De Nemours, Inc.

Basic Materials
Q1 2020 Filed on Apr 14, 2020
3,702
$28.46 - $63.5 $105K - $235K
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q1 2020 Filed on Apr 14, 2020
104,572
$105.05 - $134.27 $11M - $14M
F
Ford Motor CO

Consumer Cyclical
Q1 2020 Filed on Apr 14, 2020
15,662
$4.01 - $9.42 $62.8K - $148K
SO
Southern CO

Utilities
Q1 2020 Filed on Apr 14, 2020
5,225
$43.23 - $70.85 $226K - $370K
GIGB
Goldman Sachs ETF Access Invt
Q1 2020 Filed on Apr 14, 2020
7,614
N/A
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
Q4 2019 Filed on Jan 09, 2020
4,076
$57.58 - $58.56 $235K - $239K
CTVA
Corteva, Inc.

Basic Materials
Q3 2019 Filed on Oct 24, 2019
8,011
$26.43 - $31.63 $212K - $253K
Harris Corp Del
Q3 2019 Filed on Oct 24, 2019
26,298
N/A
PM
Philip Morris International Inc.

Consumer Defensive
Q3 2019 Filed on Oct 24, 2019
3,134
$71.2 - $88.73 $223K - $278K
MCK
Mckesson Corp

Healthcare
Q3 2019 Filed on Oct 24, 2019
28,383
$134.24 - $148.53 $3.81M - $4.22M
ABC
Amerisourcebergen Corp

Healthcare
Q3 2019 Filed on Oct 24, 2019
52,338
$80.94 - $91.7 $4.24M - $4.8M
Dowdupont Inc
Q2 2019 Filed on Jul 15, 2019
32,833
N/A
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
Q1 2019 Filed on May 13, 2019
165,537
N/A
AOR
Ishares Tr Core Growth Allocat

ETFs
Q1 2019 Filed on May 13, 2019
5,615
N/A
NAK
Northern Dynasty Minerals LTD

Basic Materials
Q1 2019 Filed on May 13, 2019
11,100
$0.59 - $1.05 $6.55K - $11.7K
DVYE
Ishares Emerging Markets Divid

ETFs
Q1 2019 Filed on May 13, 2019
131,894
$39.77 - $41.36 $5.25M - $5.46M
GIS
General Mills Inc

Consumer Defensive
Q4 2018 Filed on Jan 17, 2019
45,427
$36.7 - $45.68 $1.67M - $2.08M
Northwest Nat Gas CO
Q4 2018 Filed on Jan 17, 2019
6,078
N/A
Express Scripts Hldg CO
Q4 2018 Filed on Jan 17, 2019
3,511
N/A
Praxair Inc
Q4 2018 Filed on Jan 17, 2019
22,517
N/A
Seagate Technology PLC
Q4 2018 Filed on Jan 17, 2019
56,376
N/A
Apergy Corp
Q3 2018 Filed on Nov 27, 2018
5,360
N/A
NVS
Novartis Ag

Healthcare
Q3 2018 Filed on Nov 27, 2018
30,203
$66.94 - $77.43 $2.02M - $2.34M
Bellatrix Exploration LTD
Q3 2018 Filed on Nov 27, 2018
10,000
N/A
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