Jgp Wealth Management, LLC has filed its 13F form on July 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $701 Million distributed in 168 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $44M, Kla Corp with a value of $33.3M, Microsoft Corp with a value of $31.5M, Ishares Core S&P 500 ETF with a value of $26.3M, and Ishares Core S&P Total U.S. St with a value of $23.5M.
Examining the 13F form we can see an increase of $12.4M in the current position value, from $688M to 701M.
Below you can find more details about Jgp Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$701 Million
Technology: $180 Million
ETFs: $125 Million
Industrials: $94.5 Million
Healthcare: $72.6 Million
Consumer Cyclical: $70.1 Million
Financial Services: $68.6 Million
Consumer Defensive: $40.4 Million
Communication Services: $17.7 Million
Other: $32.4 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions