JGP Wealth Management
Latest statistics and disclosures from JGP Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, AAPL, DGRO, KLAC, ITOT, and represent 37.47% of JGP Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: IXUS (+$13M), IVV (+$12M), FLXR (+$9.4M), DGRO (+$9.1M), VNLA (+$7.9M), PGR (+$7.7M), SLQD, SHY, Exxon Mobil Corp, IDEV.
- Started 24 new stock positions in EWH, SHEL, SPTM, EWI, COP, WIT, VNLA, SPOT, BHP, ANET. FBTC, SPCX, PGR, ADBE, JPIB, SUSB, Exxon Mobil Corp, BBVA, RIVN, FLXR, EAGG, SAP, TXRH, PM.
- Reduced shares in these 10 stocks: KLAC (-$15M), ADP (-$7.1M), DFAS (-$6.4M), , AGG, LOW, MBB, LRCX, VZ, HD.
- Sold out of its positions in BALL, BLDR, CPRT, DHI, XOM, FLR, LRCX, XYZ, BND, VZ. WMB, LIN, UBS.
- JGP Wealth Management was a net buyer of stock by $46M.
- JGP Wealth Management has $1.1B in assets under management (AUM), dropping by 1.59%.
- Central Index Key (CIK): 0001748278
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Portfolio Holdings for JGP Wealth Management
JGP Wealth Management holds 242 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 15.5 | $176M | +7% | 229k | 765.85 |
|
| Apple (AAPL) | 6.9 | $78M | 234k | 333.02 |
|
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| Ishares Tr Core Div Grwth (DGRO) | 5.8 | $66M | +16% | 874k | 75.39 |
|
| Kla Corp Com New (KLAC) | 4.6 | $53M | -22% | 270k | 194.93 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 4.6 | $52M | +2% | 315k | 166.28 |
|
| Microsoft Corporation (MSFT) | 4.0 | $45M | 88k | 512.90 |
|
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| Analog Devices (ADI) | 2.6 | $30M | 75k | 396.71 |
|
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| JPMorgan Chase & Co. (JPM) | 2.4 | $27M | 81k | 330.83 |
|
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| PNC Financial Services (PNC) | 1.7 | $19M | 84k | 222.26 |
|
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| Amgen (AMGN) | 1.6 | $18M | 43k | 421.51 |
|
|
| W.W. Grainger (GWW) | 1.6 | $18M | 14k | 1245.74 |
|
|
| Comfort Systems USA (FIX) | 1.4 | $16M | 9.4k | 1654.15 |
|
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| Quest Diagnostics Incorporated (DGX) | 1.4 | $16M | 67k | 233.07 |
|
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| Raytheon Technologies Corp (RTX) | 1.4 | $16M | 83k | 185.65 |
|
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| Ishares Tr Select Divid Etf (DVY) | 1.3 | $15M | +10% | 101k | 152.07 |
|
| Ishares Tr Core Msci Total (IXUS) | 1.3 | $15M | +573% | 160k | 94.99 |
|
| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 1.3 | $14M | 357k | 39.72 |
|
|
| Wal-Mart Stores (WMT) | 1.2 | $14M | +2% | 135k | 103.92 |
|
| Williams-Sonoma (WSM) | 1.2 | $14M | +3% | 61k | 227.94 |
|
| Ishares Tr Core Msci Intl (IDEV) | 1.1 | $13M | +14% | 141k | 89.48 |
|
| NVIDIA Corporation (NVDA) | 1.1 | $12M | -2% | 54k | 228.38 |
|
| Nextera Energy (NEE) | 1.0 | $11M | 145k | 75.74 |
|
|
| L3harris Technologies (LHX) | 1.0 | $11M | +3% | 46k | 236.78 |
|
| Air Products & Chemicals (APD) | 1.0 | $11M | 39k | 278.23 |
|
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| Illinois Tool Works (ITW) | 0.9 | $10M | 40k | 257.28 |
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|
| Automatic Data Processing (ADP) | 0.9 | $10M | -41% | 39k | 258.06 |
|
| Tcw Etf Trust Flexible Income (FLXR) | 0.8 | $9.4M | NEW | 248k | 37.93 |
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| AFLAC Incorporated (AFL) | 0.8 | $9.0M | 80k | 111.78 |
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| Intercontinental Exchange (ICE) | 0.7 | $8.5M | 56k | 152.03 |
|
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| Johnson & Johnson (JNJ) | 0.7 | $8.4M | -2% | 32k | 264.74 |
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| Lowe's Companies (LOW) | 0.7 | $8.0M | -15% | 44k | 184.29 |
|
| Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) | 0.7 | $7.9M | NEW | 163k | 48.56 |
|
| Progressive Corporation (PGR) | 0.7 | $7.7M | NEW | 37k | 207.31 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.7 | $7.7M | +14% | 25k | 304.64 |
|
| Paychex (PAYX) | 0.7 | $7.6M | 77k | 98.50 |
|
|
| Matthews Asia Fds Emer Mkts Equity (MEM) | 0.7 | $7.4M | 170k | 43.50 |
|
|
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.6 | $7.2M | +2% | 153k | 47.25 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.6 | $7.2M | -46% | 93k | 77.42 |
|
| Procter & Gamble Company (PG) | 0.6 | $6.7M | +4% | 46k | 145.28 |
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| Service Corporation International (SCI) | 0.6 | $6.6M | 87k | 76.15 |
|
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.6 | $6.6M | +65% | 81k | 81.20 |
|
| Tractor Supply Company (TSCO) | 0.6 | $6.3M | 202k | 31.29 |
|
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| Texas Pacific Land Corp (TPL) | 0.6 | $6.2M | +4% | 19k | 325.82 |
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| Abbott Laboratories (ABT) | 0.5 | $6.0M | 61k | 98.83 |
|
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| Amazon (AMZN) | 0.5 | $6.0M | +3% | 24k | 249.16 |
|
| Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 0.5 | $5.7M | +94% | 115k | 49.48 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.5 | $5.3M | -22% | 56k | 94.54 |
|
| Lennar Corp Cl A (LEN) | 0.5 | $5.2M | +13% | 64k | 81.59 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $5.1M | +6% | 15k | 344.09 |
|
| Nike CL B (NKE) | 0.5 | $5.1M | +13% | 144k | 35.40 |
|
| Ishares Core Msci Emkt (IEMG) | 0.4 | $4.7M | +3% | 58k | 81.16 |
|
| Abbvie (ABBV) | 0.4 | $4.5M | 17k | 261.59 |
|
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.4 | $4.1M | 5.4k | 762.65 |
|
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| Costco Wholesale Corporation (COST) | 0.4 | $4.1M | +5% | 4.5k | 910.31 |
|
| Medtronic SHS (MDT) | 0.4 | $4.0M | 47k | 86.29 |
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| Ishares Tr Core Intl Aggr (IAGG) | 0.4 | $4.0M | 82k | 49.20 |
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| Pepsi (PEP) | 0.3 | $3.9M | -14% | 31k | 126.72 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.3 | $3.8M | 76k | 50.37 |
|
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| PPG Industries (PPG) | 0.3 | $3.5M | 34k | 104.33 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $3.4M | 35k | 96.88 |
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| Intel Corporation (INTC) | 0.3 | $3.2M | -3% | 26k | 120.23 |
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| Texas Instruments Incorporated (TXN) | 0.3 | $2.9M | 11k | 280.10 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $2.8M | 8.3k | 340.74 |
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| Home Depot (HD) | 0.2 | $2.8M | -20% | 9.9k | 284.49 |
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| Ishares Tr Mbs Etf (MBB) | 0.2 | $2.8M | -26% | 31k | 89.62 |
|
| Fortinet (FTNT) | 0.2 | $2.7M | 15k | 178.76 |
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|
| Micron Technology (MU) | 0.2 | $2.5M | +19% | 2.4k | 1065.09 |
|
| Exxonmobil Holdings Corp Com Shs | 0.2 | $2.5M | NEW | 15k | 162.75 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.2 | $2.3M | +80% | 23k | 99.70 |
|
| Deere & Company (DE) | 0.2 | $2.3M | +4% | 3.4k | 671.65 |
|
| Coca-Cola Company (KO) | 0.2 | $2.2M | +5% | 25k | 86.08 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $2.1M | +6% | 1.9k | 1157.04 |
|
| Lockheed Martin Corporation (LMT) | 0.2 | $2.1M | 4.1k | 509.19 |
|
|
| Stryker Corporation (SYK) | 0.2 | $2.0M | -2% | 7.4k | 275.38 |
|
| Cummins (CMI) | 0.2 | $2.0M | 3.9k | 516.55 |
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| Oracle Corporation (ORCL) | 0.2 | $2.0M | -2% | 15k | 137.30 |
|
| Ishares Msci Japan Etf (EWJ) | 0.2 | $1.9M | +11% | 20k | 97.46 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.2 | $1.9M | +3% | 4.2k | 456.15 |
|
| Vanguard Index Fds MRNGSTR TTL STK (VTI) | 0.2 | $1.9M | -8% | 5.1k | 374.20 |
|
| Merck & Co (MRK) | 0.2 | $1.9M | +4% | 13k | 145.31 |
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| Waste Management (WM) | 0.2 | $1.8M | 8.7k | 203.92 |
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| Jack Henry & Associates (JKHY) | 0.2 | $1.7M | 12k | 143.25 |
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| Visa Com Cl A (V) | 0.2 | $1.7M | 4.7k | 359.33 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.7M | +2% | 2.2k | 739.74 |
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| Donaldson Company (DCI) | 0.1 | $1.6M | 19k | 87.04 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $1.6M | +7% | 3.1k | 497.88 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $1.5M | +14% | 30k | 51.23 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $1.5M | 1.6k | 922.29 |
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| Cisco Systems (CSCO) | 0.1 | $1.5M | -13% | 14k | 107.63 |
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| Tesla Motors (TSLA) | 0.1 | $1.5M | +2% | 4.2k | 354.80 |
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| Packaging Corporation of America (PKG) | 0.1 | $1.4M | 6.2k | 229.27 |
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| Sandisk Corp (SNDK) | 0.1 | $1.4M | 799.00 | 1739.15 |
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| Broadcom (AVGO) | 0.1 | $1.4M | 3.9k | 351.23 |
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| Spdr Series Trust St Str Blo 1 Etf (BIL) | 0.1 | $1.4M | +461% | 15k | 91.64 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $1.3M | +20% | 739.00 | 1810.44 |
|
| Dover Corporation (DOV) | 0.1 | $1.3M | 7.1k | 187.05 |
|
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| Snap-on Incorporated (SNA) | 0.1 | $1.3M | +5% | 3.6k | 363.31 |
|
| Meta Platforms Cl A (META) | 0.1 | $1.3M | -18% | 1.8k | 725.38 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $1.2M | -6% | 5.9k | 208.04 |
|
| Ishares Tr Morningstar Grwt (ILCG) | 0.1 | $1.2M | +15% | 11k | 116.97 |
|
| Cadence Design Systems (CDNS) | 0.1 | $1.2M | +9% | 3.7k | 330.19 |
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| McDonald's Corporation (MCD) | 0.1 | $1.2M | -23% | 5.2k | 230.93 |
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| Us Bancorp Com New (USB) | 0.1 | $1.2M | 21k | 57.76 |
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| Hubbell (HUBB) | 0.1 | $1.2M | +6% | 2.6k | 453.62 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $1.2M | +3% | 6.3k | 187.06 |
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| American Electric Power Company (AEP) | 0.1 | $1.2M | 9.9k | 118.63 |
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| Ishares Msci Sth Kor Etf (EWY) | 0.1 | $1.2M | +11% | 6.3k | 182.78 |
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| Danaher Corporation (DHR) | 0.1 | $1.1M | +12% | 5.2k | 221.56 |
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| ResMed (RMD) | 0.1 | $1.1M | +7% | 5.1k | 221.08 |
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| Sherwin-Williams Company (SHW) | 0.1 | $1.1M | +10% | 3.4k | 323.30 |
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| Ishares Tr Usd Inv Grde Etf (USIG) | 0.1 | $1.1M | -13% | 22k | 48.71 |
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| Ishares Tr U S Equity Factr (LRGF) | 0.1 | $1.1M | +9% | 14k | 77.85 |
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| Marsh & McLennan Companies (MRSH) | 0.1 | $1.1M | +8% | 6.3k | 170.73 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $1.1M | +11% | 2.6k | 406.63 |
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| Starbucks Corporation (SBUX) | 0.1 | $1.0M | +2% | 11k | 93.96 |
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| Chevron Corporation (CVX) | 0.1 | $986k | -10% | 4.8k | 204.19 |
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| M&T Bank Corporation (MTB) | 0.1 | $985k | -3% | 4.5k | 217.58 |
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| Advanced Micro Devices (AMD) | 0.1 | $964k | +24% | 1.6k | 611.86 |
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| Ishares Tr Esg Msci Leadr (SUSL) | 0.1 | $889k | +30% | 6.5k | 136.29 |
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| Ishares Tr Msci Intl Qualty (IQLT) | 0.1 | $835k | 17k | 49.47 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $808k | 3.6k | 222.23 |
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| Emerson Electric (EMR) | 0.1 | $790k | 5.1k | 155.10 |
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| Ishares U S Etf Tr Shor Dura Bd Etf (NEAR) | 0.1 | $786k | 16k | 49.86 |
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| Mccormick & Co Com Non Vtg (MKC) | 0.1 | $783k | 17k | 46.40 |
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| WisdomTree Investments (WT) | 0.1 | $774k | +44% | 32k | 24.29 |
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| Ishares Tr Msci Usa Value (VLUE) | 0.1 | $766k | 3.9k | 198.00 |
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| International Business Machines (IBM) | 0.1 | $765k | +84% | 3.5k | 219.94 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $762k | 3.3k | 233.34 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $746k | -7% | 5.0k | 148.31 |
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| Vanguard World Mrngstr Mega Cap (MGK) | 0.1 | $738k | 8.0k | 92.66 |
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| J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) | 0.1 | $728k | NEW | 16k | 46.70 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.1 | $726k | 3.7k | 195.75 |
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| CSX Corporation (CSX) | 0.1 | $720k | 16k | 46.51 |
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| Ishares Tr Msci Usa Min Etf (USMV) | 0.1 | $713k | 7.3k | 97.44 |
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| Vanguard Index Fds Mrngstr Grwt Etf (VUG) | 0.1 | $711k | +19% | 7.9k | 90.11 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $707k | 5.2k | 136.04 |
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| Palo Alto Networks (PANW) | 0.1 | $703k | 1.8k | 397.39 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $687k | 4.8k | 142.25 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $685k | 2.5k | 277.89 |
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| Antero Midstream Corp antero midstream (AM) | 0.1 | $684k | -4% | 34k | 20.16 |
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| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.1 | $668k | NEW | 4.4k | 150.84 |
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| Applied Materials (AMAT) | 0.1 | $658k | -36% | 1.3k | 511.38 |
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| Ishares Msci Taiwan Etf (EWT) | 0.1 | $649k | +35% | 5.8k | 112.90 |
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| Caterpillar (CAT) | 0.1 | $604k | 745.00 | 810.58 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $603k | +4% | 8.4k | 71.95 |
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| Netflix (NFLX) | 0.1 | $593k | +5% | 8.5k | 69.58 |
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| Church & Dwight (CHD) | 0.1 | $590k | -11% | 6.3k | 94.22 |
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| Nushares Etf Tr Nuveen Esg Us (NUBD) | 0.1 | $589k | +58% | 28k | 21.17 |
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| Marvell Technology (MRVL) | 0.1 | $574k | -6% | 2.2k | 264.25 |
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| Bank of America Corporation (BAC) | 0.0 | $559k | -32% | 10k | 54.43 |
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| Spdr Series Trust ST STR PR SP1500 (SPTM) | 0.0 | $544k | NEW | 5.9k | 92.05 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $540k | 1.4k | 380.84 |
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| Eaton V.Tax-Advantaged Dividend Inc Fund (EVT) | 0.0 | $529k | 19k | 27.91 |
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| FedEx Corporation (FDX) | 0.0 | $515k | 1.8k | 285.09 |
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| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 0.0 | $510k | +28% | 4.5k | 113.69 |
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| Ishares Tr Ultra Short Dur (ICSH) | 0.0 | $504k | +9% | 10k | 50.40 |
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| Fidelity Covington Trust High Divid Etf (FDVV) | 0.0 | $504k | +3% | 8.3k | 60.73 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $501k | -12% | 715.00 | 700.99 |
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| Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.0 | $494k | 53k | 9.41 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $482k | 1.2k | 395.42 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $480k | +4% | 993.00 | 483.33 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $460k | +326% | 1.7k | 264.72 |
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| Totalenergies Se Act (TTE) | 0.0 | $457k | +10% | 5.3k | 85.50 |
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| Qualcomm (QCOM) | 0.0 | $448k | 2.4k | 184.06 |
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| Ishares Tr Msci China Etf (MCHI) | 0.0 | $435k | +41% | 8.3k | 52.19 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $435k | 3.5k | 125.25 |
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| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.0 | $434k | +30% | 8.2k | 52.65 |
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| FactSet Research Systems (FDS) | 0.0 | $417k | 1.5k | 269.95 |
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| AGCO Corporation (AGCO) | 0.0 | $411k | 3.6k | 114.23 |
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| 3M Company (MMM) | 0.0 | $409k | 2.5k | 164.12 |
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| Novartis Sponsored Adr (NVS) | 0.0 | $406k | +13% | 2.8k | 142.57 |
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| Ge Aerospace Com New (GE) | 0.0 | $400k | 1.3k | 312.29 |
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| Ishares Tr Msci Uk Etf New (EWU) | 0.0 | $400k | +33% | 8.6k | 46.53 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $398k | +31% | 3.9k | 103.05 |
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| Yum! Brands (YUM) | 0.0 | $393k | 2.9k | 136.34 |
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| Norfolk Southern (NSC) | 0.0 | $385k | 1.2k | 309.00 |
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| Ishares Msci Germany Etf (EWG) | 0.0 | $380k | +2% | 9.2k | 41.31 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $364k | 3.4k | 106.71 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $363k | 3.5k | 103.89 |
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| Ishares Tr Us Sml Cap Eqt (SMLF) | 0.0 | $362k | +19% | 4.3k | 83.56 |
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| Ge Vernova (GEV) | 0.0 | $361k | 380.00 | 950.49 |
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| Texas Roadhouse (TXRH) | 0.0 | $353k | NEW | 2.3k | 156.34 |
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| Boeing Company (BA) | 0.0 | $353k | +2% | 1.9k | 186.02 |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.0 | $350k | 2.3k | 155.25 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.0 | $350k | NEW | 4.8k | 72.64 |
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| Ishares Msci Aust Etf (EWA) | 0.0 | $339k | -4% | 12k | 28.31 |
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| T Rowe Price Exchange-traded Intl Equity Etf (TOUS) | 0.0 | $331k | 8.6k | 38.43 |
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| Morgan Stanley Com New (MS) | 0.0 | $326k | 1.7k | 188.08 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $324k | 1.2k | 264.98 |
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| Bank of New York Mellon Corporation (BNY) | 0.0 | $318k | 2.2k | 144.63 |
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| Goldman Sachs (GS) | 0.0 | $315k | -5% | 350.00 | 900.36 |
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| Becton, Dickinson and (BDX) | 0.0 | $304k | -14% | 1.7k | 179.04 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $298k | 2.5k | 119.83 |
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| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.0 | $295k | NEW | 12k | 24.43 |
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| Wells Fargo & Company (WFC) | 0.0 | $294k | 3.7k | 80.05 |
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| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.0 | $289k | NEW | 6.4k | 45.25 |
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| Philip Morris International (PM) | 0.0 | $287k | NEW | 1.5k | 190.79 |
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| American Express Company (AXP) | 0.0 | $286k | 941.00 | 304.10 |
|
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| Pfizer (PFE) | 0.0 | $286k | -4% | 10k | 28.52 |
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| Wisdomtree Tr Us Largecap Divd (DLN) | 0.0 | $280k | 2.9k | 97.20 |
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| Ishares Tr Msci India Etf (INDA) | 0.0 | $280k | -21% | 6.0k | 46.68 |
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.0 | $277k | +30% | 3.4k | 81.07 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $275k | 3.2k | 85.69 |
|
|
| Ishares Msci Cda Etf (EWC) | 0.0 | $271k | -18% | 4.6k | 58.38 |
|
| Travelers Companies (TRV) | 0.0 | $269k | 755.00 | 356.55 |
|
|
| Markel Corporation (MKL) | 0.0 | $263k | 153.00 | 1716.77 |
|
|
| Spdr Index Shs Fds St Port Mark Etf (SPEM) | 0.0 | $258k | 5.0k | 51.76 |
|
|
| Arista Networks Com Shs (ANET) | 0.0 | $255k | NEW | 1.3k | 203.59 |
|
| Citigroup Com New (C) | 0.0 | $255k | 2.0k | 129.50 |
|
|
| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.0 | $254k | +32% | 5.2k | 48.53 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $251k | -3% | 3.6k | 70.60 |
|
| Sap Se Spon Adr (SAP) | 0.0 | $251k | NEW | 1.2k | 208.48 |
|
| Shell Spon Ads (SHEL) | 0.0 | $247k | NEW | 2.6k | 95.05 |
|
| Keurig Dr Pepper (KDP) | 0.0 | $247k | -31% | 8.2k | 30.34 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.0 | $247k | -43% | 2.2k | 113.43 |
|
| Ida (IDA) | 0.0 | $247k | 1.9k | 130.73 |
|
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $242k | +7% | 2.5k | 97.24 |
|
| Spotify Technology S A SHS (SPOT) | 0.0 | $241k | NEW | 494.00 | 487.38 |
|
| Capital Group Equity Etf Tr Us Sm Mi Ca Etf (CGMM) | 0.0 | $241k | 7.8k | 30.96 |
|
|
| Ishares Msci Switzerland (EWL) | 0.0 | $239k | +8% | 4.0k | 59.15 |
|
| Ishares Tr Cr 5 10 Yr Etf (IMTB) | 0.0 | $238k | 5.8k | 41.34 |
|
|
| Ishares Msci Hong Kg Etf (EWH) | 0.0 | $234k | NEW | 11k | 22.11 |
|
| Allstate Corporation (ALL) | 0.0 | $233k | +10% | 1.1k | 221.86 |
|
| Gamco Global Gold Nat Res & Com Sh Ben Int (GGN) | 0.0 | $229k | 43k | 5.28 |
|
|
| TJX Companies (TJX) | 0.0 | $225k | 1.7k | 132.31 |
|
|
| Vanguard Index Fds Mrngstr Val Etf (VTV) | 0.0 | $222k | 1.0k | 216.08 |
|
|
| Bhp Billiton Sponsored Ads (BHP) | 0.0 | $222k | NEW | 2.6k | 84.85 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $219k | NEW | 914.00 | 239.94 |
|
| Celestica (CLS) | 0.0 | $219k | +3% | 605.00 | 361.48 |
|
| UnitedHealth (UNH) | 0.0 | $217k | 590.00 | 367.06 |
|
|
| Ishares Msci Italy Etf (EWI) | 0.0 | $215k | NEW | 3.7k | 58.72 |
|
| ConocoPhillips (COP) | 0.0 | $209k | NEW | 1.7k | 125.17 |
|
| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.0 | $206k | 1.9k | 105.84 |
|
|
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $206k | -2% | 2.6k | 79.14 |
|
| Spdr Series Trust St Str P400mid (SPMD) | 0.0 | $204k | 3.2k | 63.04 |
|
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.0 | $203k | NEW | 7.3k | 27.87 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $203k | 2.1k | 97.43 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $200k | 3.4k | 59.30 |
|
|
| Rivian Automotive Com Cl A (RIVN) | 0.0 | $183k | NEW | 12k | 14.94 |
|
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $160k | +12% | 16k | 10.14 |
|
| Ford Motor Company (F) | 0.0 | $129k | -24% | 11k | 12.06 |
|
| Wipro Spon Adr 1 Sh (WIT) | 0.0 | $24k | NEW | 14k | 1.65 |
|
Past Filings by JGP Wealth Management
SEC 13F filings are viewable for JGP Wealth Management going back to 2018
- JGP Wealth Management 2026 Q3 filed Oct. 13, 2026
- JGP Wealth Management 2026 Q2 filed July 7, 2026
- JGP Wealth Management 2026 Q1 filed April 8, 2026
- JGP Wealth Management 2025 Q4 filed Jan. 12, 2026
- JGP Wealth Management 2025 Q3 filed Oct. 15, 2025
- JGP Wealth Management 2025 Q2 filed July 28, 2025
- JGP Wealth Management 2025 Q1 filed April 9, 2025
- JGP Wealth Management 2024 Q4 filed Jan. 15, 2025
- JGP Wealth Management 2024 Q3 filed Oct. 9, 2024
- JGP Wealth Management 2024 Q2 filed July 12, 2024
- JGP Wealth Management 2024 Q1 filed April 24, 2024
- JGP Wealth Management 2023 Q4 filed Jan. 10, 2024
- JGP Wealth Management 2023 Q3 filed Oct. 19, 2023
- JGP Wealth Management 2023 Q2 filed Aug. 10, 2023
- JGP Wealth Management 2023 Q1 filed April 14, 2023
- JGP Wealth Management 2022 Q4 filed Feb. 10, 2023