Jgp Wealth Management, LLC Portfolio Holdings
Jgp Wealth Management, LLC
- $813 Million
- Q2 2025
Jgp Wealth Management, LLC has filed its 13F form on July 28, 2025 for Q2 2025 where it was disclosed a total value porftolio of $813 Million distributed in 201 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $81.1M, Apple Inc. with a value of $44.8M, Microsoft Corp with a value of $37.7M, Kla Corp with a value of $37M, and Ishares Core S&P Total U.S. St with a value of $35.6M.
Examining the 13F form we can see an increase of $63.6M in the current position value, from $750M to 813M.
Below you can find more details about Jgp Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$813 Million
ETFs: $225 Million
Technology: $184 Million
Industrials: $103 Million
Financial Services: $78.1 Million
Consumer Cyclical: $68.4 Million
Healthcare: $61.3 Million
Consumer Defensive: $39.5 Million
Basic Materials: $18.2 Million
Other: $35.8 Million