Jgp Wealth Management, LLC Portfolio Holdings
Jgp Wealth Management, LLC
- $701 Million
- Q2 2024
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.