JGP Wealth Management
Latest statistics and disclosures from JGP Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, AAPL, KLAC, DGRO, ITOT, and represent 34.47% of JGP Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: IVV (+$20M), DGRO (+$16M), IDEV (+$6.4M), TPL, MSFT, ITOT, QQQM, DVY, DFAS, WSM.
- Started 9 new stock positions in WIT, KR, SPOT, MPC, EFV, EWT, WMB, COP, SNDK.
- Reduced shares in these 10 stocks: CHD, KLAC, DGX, APD, PNC, MDT, JNJ, NEE, BIL, .
- Sold out of its positions in APP, ADSK, AVY, BLK, BSX, COF, CEG, CRWD, FI, GILD. IUSB, KMB, OMC, POOL, PSA, CRM, SNY, SCHF, VOOG, VXF, WEC.
- JGP Wealth Management was a net buyer of stock by $3.3M.
- JGP Wealth Management has $961M in assets under management (AUM), dropping by 0.20%.
- Central Index Key (CIK): 0001748278
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Portfolio Holdings for JGP Wealth Management
JGP Wealth Management holds 223 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 12.8 | $123M | +19% | 189k | 653.21 |
|
| Apple (AAPL) | 6.1 | $59M | 231k | 253.79 |
|
|
| Kla Corp Com New (KLAC) | 5.8 | $56M | -5% | 38k | 1472.39 |
|
| Ishares Tr Core Div Grwth (DGRO) | 5.3 | $51M | +44% | 727k | 70.18 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 4.4 | $42M | +4% | 297k | 142.43 |
|
| Microsoft Corporation (MSFT) | 3.3 | $31M | +6% | 85k | 370.17 |
|
| Analog Devices (ADI) | 2.5 | $24M | -5% | 75k | 318.14 |
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| JPMorgan Chase & Co. (JPM) | 2.5 | $24M | 80k | 294.16 |
|
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| PNC Financial Services (PNC) | 1.8 | $18M | -12% | 84k | 208.09 |
|
| Wal-Mart Stores (WMT) | 1.7 | $16M | 128k | 124.28 |
|
|
| W.W. Grainger (GWW) | 1.6 | $15M | 14k | 1090.82 |
|
|
| Raytheon Technologies Corp (RTX) | 1.6 | $15M | -10% | 79k | 192.90 |
|
| Amgen (AMGN) | 1.5 | $15M | 42k | 351.85 |
|
|
| L3harris Technologies (LHX) | 1.5 | $15M | -2% | 43k | 345.15 |
|
| Ishares Tr Select Divid Etf (DVY) | 1.5 | $14M | +9% | 92k | 151.41 |
|
| Automatic Data Processing (ADP) | 1.4 | $14M | +3% | 66k | 203.18 |
|
| Nextera Energy (NEE) | 1.4 | $13M | -15% | 143k | 92.88 |
|
| Quest Diagnostics Incorporated (DGX) | 1.4 | $13M | -17% | 68k | 195.98 |
|
| Comfort Systems USA (FIX) | 1.4 | $13M | 9.5k | 1378.93 |
|
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 1.3 | $12M | +9% | 172k | 71.13 |
|
| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 1.2 | $12M | +2% | 345k | 34.55 |
|
| Lowe's Companies (LOW) | 1.2 | $12M | -2% | 50k | 236.28 |
|
| Tractor Supply Company (TSCO) | 1.2 | $12M | -5% | 262k | 45.30 |
|
| Air Products & Chemicals (APD) | 1.2 | $11M | -19% | 38k | 290.49 |
|
| Illinois Tool Works (ITW) | 1.1 | $10M | 39k | 260.29 |
|
|
| NVIDIA Corporation (NVDA) | 1.0 | $10M | 57k | 174.40 |
|
|
| Ishares Tr Core Msci Intl (IDEV) | 1.0 | $9.6M | +194% | 115k | 83.57 |
|
| AFLAC Incorporated (AFL) | 0.9 | $8.9M | 81k | 109.71 |
|
|
| Texas Pacific Land Corp (TPL) | 0.9 | $8.7M | +81% | 18k | 474.56 |
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| Abbott Laboratories (ABT) | 0.9 | $8.7M | -2% | 85k | 102.67 |
|
| Intercontinental Exchange (ICE) | 0.9 | $8.5M | -14% | 54k | 157.28 |
|
| Williams-Sonoma (WSM) | 0.9 | $8.3M | +11% | 45k | 182.33 |
|
| Johnson & Johnson (JNJ) | 0.8 | $8.0M | -23% | 33k | 244.44 |
|
| Service Corporation International (SCI) | 0.8 | $7.2M | -13% | 88k | 82.51 |
|
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.7 | $7.1M | +2% | 147k | 48.46 |
|
| Nike CL B (NKE) | 0.7 | $6.9M | +12% | 130k | 52.82 |
|
| Paychex (PAYX) | 0.7 | $6.8M | -6% | 74k | 92.12 |
|
| Intuit (INTU) | 0.7 | $6.4M | -8% | 15k | 432.37 |
|
| Procter & Gamble Company (PG) | 0.7 | $6.3M | -11% | 44k | 144.44 |
|
| Matthews Asia Fds Emer Mkts Equity (MEM) | 0.6 | $6.1M | +6% | 165k | 37.14 |
|
| Pepsi (PEP) | 0.6 | $5.8M | -6% | 37k | 155.29 |
|
| Lennar Corp Cl A (LEN) | 0.5 | $5.3M | 61k | 86.84 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.5 | $5.3M | -10% | 53k | 99.27 |
|
| Jack Henry & Associates (JKHY) | 0.5 | $4.8M | -29% | 31k | 158.04 |
|
| Amazon (AMZN) | 0.5 | $4.8M | -4% | 23k | 208.27 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.5 | $4.6M | +47% | 19k | 237.62 |
|
| Costco Wholesale Corporation (COST) | 0.4 | $4.2M | -5% | 4.2k | 996.33 |
|
| Home Depot (HD) | 0.4 | $4.1M | 12k | 328.90 |
|
|
| Medtronic SHS (MDT) | 0.4 | $4.0M | -38% | 46k | 86.65 |
|
| Ishares Tr Core Intl Aggr (IAGG) | 0.4 | $4.0M | +3% | 80k | 50.04 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $4.0M | -10% | 14k | 287.55 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.4 | $3.9M | -12% | 78k | 50.61 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.4 | $3.8M | 46k | 82.57 |
|
|
| Abbvie (ABBV) | 0.4 | $3.8M | +2% | 17k | 217.50 |
|
| Ishares Core Msci Emkt (IEMG) | 0.4 | $3.6M | 52k | 69.75 |
|
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| PPG Industries (PPG) | 0.4 | $3.6M | 34k | 106.88 |
|
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.4 | $3.5M | 5.4k | 650.31 |
|
|
| Ishares Tr Mbs Etf (MBB) | 0.4 | $3.5M | -3% | 37k | 94.95 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $3.2M | +7% | 35k | 90.53 |
|
| Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 0.3 | $3.1M | +8% | 61k | 50.49 |
|
| Exxon Mobil Corporation (XOM) | 0.3 | $2.6M | -11% | 15k | 169.66 |
|
| Stryker Corporation (SYK) | 0.3 | $2.5M | -25% | 7.5k | 328.59 |
|
| Lockheed Martin Corporation (LMT) | 0.3 | $2.4M | 4.0k | 604.43 |
|
|
| Spdr Series Trust State Street Spd (BIL) | 0.3 | $2.4M | -49% | 26k | 91.64 |
|
| Oracle Corporation (ORCL) | 0.2 | $2.4M | -8% | 16k | 147.11 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $2.4M | 8.3k | 286.86 |
|
|
| Texas Instruments Incorporated (TXN) | 0.2 | $2.3M | +18% | 12k | 194.14 |
|
| McDonald's Corporation (MCD) | 0.2 | $2.2M | 7.0k | 310.77 |
|
|
| Cummins (CMI) | 0.2 | $2.2M | -5% | 4.0k | 538.02 |
|
| Waste Management (WM) | 0.2 | $2.1M | 9.1k | 229.78 |
|
|
| Ishares Tr Core Msci Total (IXUS) | 0.2 | $2.0M | -16% | 23k | 86.64 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $1.9M | +11% | 5.9k | 320.82 |
|
| Coca-Cola Company (KO) | 0.2 | $1.8M | 24k | 76.05 |
|
|
| Deere & Company (DE) | 0.2 | $1.8M | -4% | 3.1k | 563.38 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $1.6M | 1.7k | 919.88 |
|
|
| Donaldson Company (DCI) | 0.2 | $1.6M | 19k | 84.87 |
|
|
| Dover Corporation (DOV) | 0.2 | $1.5M | 7.4k | 208.44 |
|
|
| Tesla Motors (TSLA) | 0.2 | $1.5M | 4.0k | 371.77 |
|
|
| Merck & Co (MRK) | 0.2 | $1.5M | -5% | 12k | 120.29 |
|
| Visa Com Cl A (V) | 0.1 | $1.4M | -2% | 4.6k | 302.24 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $1.4M | 2.9k | 479.12 |
|
|
| American Electric Power Company (AEP) | 0.1 | $1.4M | -7% | 11k | 131.08 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.4M | +7% | 2.4k | 577.06 |
|
| Packaging Corporation of America (PKG) | 0.1 | $1.4M | 6.4k | 212.20 |
|
|
| Ishares Msci Japan Etf (EWJ) | 0.1 | $1.3M | +4% | 16k | 84.44 |
|
| Meta Platforms Cl A (META) | 0.1 | $1.3M | -2% | 2.3k | 572.20 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $1.3M | -4% | 12k | 103.43 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $1.3M | -5% | 8.6k | 146.28 |
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| Cisco Systems (CSCO) | 0.1 | $1.2M | -5% | 16k | 77.59 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $1.2M | 6.4k | 191.91 |
|
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $1.2M | -3% | 3.6k | 337.94 |
|
| Fortinet (FTNT) | 0.1 | $1.2M | 15k | 81.72 |
|
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| Snap-on Incorporated (SNA) | 0.1 | $1.2M | -4% | 3.2k | 363.23 |
|
| Broadcom (AVGO) | 0.1 | $1.1M | 3.7k | 309.52 |
|
|
| Hubbell (HUBB) | 0.1 | $1.1M | -5% | 2.3k | 490.76 |
|
| Ishares Tr Usd Inv Grde Etf (USIG) | 0.1 | $1.1M | -17% | 22k | 51.23 |
|
| Chevron Corporation (CVX) | 0.1 | $1.1M | -43% | 5.4k | 206.91 |
|
| Intel Corporation (INTC) | 0.1 | $1.1M | 25k | 44.13 |
|
|
| Us Bancorp Com New (USB) | 0.1 | $1.0M | 20k | 52.01 |
|
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| Verizon Communications (VZ) | 0.1 | $1.0M | -6% | 20k | 50.20 |
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| M&T Bank Corporation (MTB) | 0.1 | $995k | 4.8k | 206.72 |
|
|
| Sherwin-Williams Company (SHW) | 0.1 | $995k | +7% | 3.1k | 320.53 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $978k | 2.1k | 460.99 |
|
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| ResMed (RMD) | 0.1 | $977k | -3% | 4.4k | 224.51 |
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| Starbucks Corporation (SBUX) | 0.1 | $957k | 11k | 89.59 |
|
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| Applied Materials (AMAT) | 0.1 | $953k | 2.8k | 341.79 |
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| Marsh & McLennan Companies | 0.1 | $937k | -2% | 5.4k | 173.45 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $931k | 705.00 | 1320.83 |
|
|
| Ishares Tr Morningstar Grwt (ILCG) | 0.1 | $909k | -30% | 9.5k | 95.48 |
|
| Netflix (NFLX) | 0.1 | $906k | -7% | 9.4k | 96.15 |
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| Cadence Design Systems (CDNS) | 0.1 | $889k | 3.2k | 277.87 |
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| Church & Dwight (CHD) | 0.1 | $884k | -84% | 9.5k | 93.32 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $861k | 4.0k | 213.66 |
|
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| Mccormick & Co Com Non Vtg (MKC) | 0.1 | $852k | 17k | 50.44 |
|
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| Antero Midstream Corp antero midstream (AM) | 0.1 | $845k | -6% | 37k | 22.80 |
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| Danaher Corporation (DHR) | 0.1 | $814k | +15% | 4.3k | 189.61 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $814k | +7% | 4.1k | 198.27 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $814k | -22% | 16k | 52.56 |
|
| Ishares U S Etf Tr Short Duration B (NEAR) | 0.1 | $813k | +52% | 16k | 50.84 |
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| Copart (CPRT) | 0.1 | $764k | 23k | 33.20 |
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| Bank of America Corporation (BAC) | 0.1 | $716k | -12% | 15k | 48.75 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $703k | 3.3k | 215.08 |
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| Ball Corporation (BALL) | 0.1 | $702k | 12k | 59.11 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $689k | -5% | 5.8k | 118.63 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $689k | 7.4k | 92.74 |
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| Ishares Tr U S Equity Factr (LRGF) | 0.1 | $681k | 10k | 66.00 |
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| Emerson Electric (EMR) | 0.1 | $676k | 5.2k | 131.02 |
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| FedEx Corporation (FDX) | 0.1 | $643k | 1.8k | 356.18 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $642k | +18% | 1.5k | 430.29 |
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| CSX Corporation (CSX) | 0.1 | $635k | 16k | 41.05 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $627k | 2.5k | 248.00 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $601k | +2% | 881.00 | 682.57 |
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| Ishares Tr Msci China Etf (MCHI) | 0.1 | $601k | +13% | 11k | 56.18 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $591k | 1.6k | 367.55 |
|
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $587k | +18% | 982.00 | 597.68 |
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| Ishares Msci Sth Kor Etf (EWY) | 0.1 | $583k | +11% | 4.7k | 123.01 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $582k | 4.7k | 124.31 |
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| Micron Technology (MU) | 0.1 | $581k | +38% | 1.7k | 337.75 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $547k | 4.8k | 113.10 |
|
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| Ishares Tr Esg Msci Leadr (SUSL) | 0.1 | $542k | 4.8k | 113.60 |
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| Ishares Tr Msci Intl Qualty (IQLT) | 0.1 | $537k | 12k | 46.23 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $526k | +3% | 2.7k | 191.81 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $525k | -3% | 7.8k | 67.53 |
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| Caterpillar (CAT) | 0.1 | $519k | 733.00 | 708.47 |
|
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $502k | +11% | 1.3k | 391.83 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $501k | +4% | 1.1k | 436.74 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $494k | 3.7k | 132.90 |
|
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| Eaton V.Tax-Advantaged Dividend Inc Fund (EVT) | 0.0 | $465k | 19k | 24.55 |
|
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| Fidelity Covington Trust High Divid Etf (FDVV) | 0.0 | $463k | 8.4k | 55.24 |
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| Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.0 | $455k | 53k | 8.66 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.0 | $449k | -18% | 3.8k | 118.60 |
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| Yum! Brands (YUM) | 0.0 | $448k | 2.9k | 155.48 |
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| Ishares Tr Ultra Short Dur (ICSH) | 0.0 | $448k | -46% | 8.8k | 50.62 |
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| Sandisk Corp (SNDK) | 0.0 | $447k | NEW | 704.00 | 635.03 |
|
| Totalenergies Se Act (TTE) | 0.0 | $432k | +34% | 4.7k | 90.98 |
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| International Business Machines (IBM) | 0.0 | $426k | 1.8k | 242.42 |
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| AGCO Corporation (AGCO) | 0.0 | $417k | 3.6k | 115.87 |
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| Ishares Tr Msci Usa Value (VLUE) | 0.0 | $394k | 2.8k | 142.19 |
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| Novartis Sponsored Adr (NVS) | 0.0 | $387k | +4% | 2.5k | 152.75 |
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| Ishares Msci Germany Etf (EWG) | 0.0 | $383k | +28% | 9.7k | 39.67 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $370k | 868.00 | 426.34 |
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| Boeing Company (BA) | 0.0 | $365k | 1.8k | 199.06 |
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| Norfolk Southern (NSC) | 0.0 | $364k | 1.3k | 287.00 |
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| 3M Company (MMM) | 0.0 | $361k | 2.5k | 145.20 |
|
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| Morgan Stanley Com New (MS) | 0.0 | $359k | -20% | 2.2k | 164.57 |
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| Ishares Tr Msci India Etf (INDA) | 0.0 | $358k | +2% | 7.6k | 46.84 |
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| Ge Aerospace Com New (GE) | 0.0 | $358k | 1.3k | 283.77 |
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| Qualcomm (QCOM) | 0.0 | $348k | 2.7k | 128.78 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $340k | 3.5k | 97.13 |
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| Nushares Etf Tr Nuveen Esg Us (NUBD) | 0.0 | $336k | +2% | 15k | 22.21 |
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| FactSet Research Systems (FDS) | 0.0 | $336k | -50% | 1.6k | 216.93 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $332k | -27% | 3.4k | 97.23 |
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| Ge Vernova (GEV) | 0.0 | $327k | -4% | 374.00 | 872.90 |
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| Wells Fargo & Company (WFC) | 0.0 | $322k | 4.0k | 79.61 |
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| WisdomTree Investments (WT) | 0.0 | $320k | 22k | 14.56 |
|
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| Becton, Dickinson and (BDX) | 0.0 | $312k | 2.0k | 157.26 |
|
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| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 0.0 | $304k | +2% | 3.3k | 90.94 |
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| Ishares Msci Aust Etf (EWA) | 0.0 | $300k | +9% | 11k | 27.76 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $297k | NEW | 1.2k | 244.18 |
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| T Rowe Price Etf International Eq (TOUS) | 0.0 | $297k | 8.6k | 34.54 |
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| Pfizer (PFE) | 0.0 | $293k | -57% | 10k | 28.08 |
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| Ishares Tr Msci Uk Etf New (EWU) | 0.0 | $292k | +11% | 6.4k | 45.56 |
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| Goldman Sachs (GS) | 0.0 | $292k | 345.00 | 845.99 |
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| Markel Corporation (MKL) | 0.0 | $291k | 152.00 | 1913.47 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $285k | +30% | 2.6k | 111.37 |
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| American Express Company (AXP) | 0.0 | $283k | 935.00 | 302.48 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $280k | 7.3k | 38.42 |
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| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.0 | $278k | 6.1k | 45.50 |
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| Ida (IDA) | 0.0 | $274k | 1.9k | 142.97 |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.0 | $273k | -16% | 1.9k | 145.79 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $269k | 2.8k | 95.62 |
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| Palo Alto Networks (PANW) | 0.0 | $269k | +12% | 1.7k | 160.28 |
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| Ishares Tr Us Sml Cap Eqt (SMLF) | 0.0 | $265k | -12% | 3.5k | 75.50 |
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| Linde SHS (LIN) | 0.0 | $258k | 521.00 | 495.76 |
|
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| Wisdomtree Tr Us Largecap Divd (DLN) | 0.0 | $257k | 2.9k | 89.33 |
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| TJX Companies (TJX) | 0.0 | $256k | 1.6k | 159.70 |
|
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| Bank of New York Mellon Corporation (BK) | 0.0 | $252k | 2.1k | 118.63 |
|
|
| Ishares Tr Cr 5 10 Yr Etf (IMTB) | 0.0 | $252k | 5.8k | 43.82 |
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| Ishares Msci Cda Etf (EWC) | 0.0 | $249k | 4.5k | 54.79 |
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| Fluor Corporation (FLR) | 0.0 | $248k | -10% | 5.3k | 46.65 |
|
| Ishares Msci Taiwan Etf (EWT) | 0.0 | $246k | NEW | 3.5k | 70.92 |
|
| Advanced Micro Devices (AMD) | 0.0 | $241k | +5% | 1.2k | 203.43 |
|
| Kroger (KR) | 0.0 | $240k | NEW | 3.3k | 72.36 |
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| Spdr Index Shs Fds State Street Spd (SPEM) | 0.0 | $234k | 5.0k | 46.91 |
|
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| CVS Caremark Corporation (CVS) | 0.0 | $231k | -10% | 3.2k | 71.82 |
|
| Gamco Global Gold Nat Res & Com Sh Ben Int (GGN) | 0.0 | $231k | 43k | 5.32 |
|
|
| Capital Group Equity Etf Tr Us Small And Mid (CGMM) | 0.0 | $228k | 7.8k | 29.36 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $223k | 918.00 | 243.08 |
|
|
| ConocoPhillips (COP) | 0.0 | $223k | NEW | 1.7k | 131.97 |
|
| Travelers Companies (TRV) | 0.0 | $223k | 763.00 | 291.71 |
|
|
| Citigroup Com New (C) | 0.0 | $219k | 1.9k | 113.43 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $218k | 1.2k | 181.49 |
|
|
| Spotify Technology S A SHS (SPOT) | 0.0 | $218k | NEW | 449.00 | 484.91 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $216k | -26% | 2.9k | 73.64 |
|
| Builders FirstSource (BLDR) | 0.0 | $214k | 2.6k | 82.33 |
|
|
| Target Corporation (TGT) | 0.0 | $206k | -68% | 1.7k | 121.20 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $205k | -3% | 3.2k | 64.08 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $203k | NEW | 2.7k | 74.35 |
|
| Williams Companies (WMB) | 0.0 | $202k | NEW | 2.8k | 72.78 |
|
| Ford Motor Company (F) | 0.0 | $168k | -17% | 15k | 11.54 |
|
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $115k | -3% | 14k | 8.04 |
|
| Flux Pwr Hldgs Com New (FLUX) | 0.0 | $42k | -32% | 39k | 1.07 |
|
| Wipro Spon Adr 1 Sh (WIT) | 0.0 | $22k | NEW | 10k | 2.12 |
|
Past Filings by JGP Wealth Management
SEC 13F filings are viewable for JGP Wealth Management going back to 2018
- 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
- JGP Wealth Management 2022 Q3 filed Oct. 14, 2022
- JGP Wealth Management 2022 Q2 filed July 19, 2022