Jgp Wealth Management, LLC has filed its 13F form on April 24, 2024 for Q1 2024 where it was disclosed a total value porftolio of $688 Million distributed in 164 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $35.8M, Microsoft Corp with a value of $29.6M, Kla Corp with a value of $28.3M, Ishares Core S&P Total U.S. St with a value of $21.1M, and Jpmorgan Chase & CO with a value of $18.6M.
Examining the 13F form we can see an increase of $15M in the current position value, from $673M to 688M.
Below you can find more details about Jgp Wealth Management, LLC portfolio as well as his latest detailed transactions.