Jgp Wealth Management, LLC Purchases in Q4 2025

Jgp Wealth Management, LLC

  • $938 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
18K
+ 12.83%
$656.2 - $690.71 $11.8M - $12.4M
158K $107M
DFAS
Dimensional ETF Tr U S Small C

ETFs
156K
New
$66.04 - $69.67 $10.3M - $10.9M
156K $10.5M
TPL
Texas Pacific Land Corp

Energy
10.1K
New
$889.25 - $1022.65 $8.98M - $10.3M
10.1K $10.3M
AAPL
Apple Inc.

Technology
11.9K
+ 5.41%
$245.27 - $275.25 $2.92M - $3.28M
232K $62M
NVDA
Nvidia Corp

Technology
17.4K
+ 42.31%
$179.83 - $207.04 $3.12M - $3.6M
58.4K $10.9M
IDEV
Ishares Core Msci Intl Develop

ETFs
39.1K
New
$79.1 - $82.39 $3.09M - $3.22M
39.1K $3.18M
AMGN
Amgen Inc

Healthcare
20
+ 0.05%
$290.13 - $341.71 $5.8K - $6.83K
42.8K $14.6M
ITOT
Ishares Core S&P Total U.S. St

ETFs
13.9K
+ 5.12%
$142.79 - $150.05 $1.99M - $2.09M
286K $41.8M
DCI
Donaldson CO Inc

Industrials
18.6K
New
$79.88 - $88.21 $1.48M - $1.64M
18.6K $1.59M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.23K
+ 69.72%
$653.02 - $687.39 $1.46M - $1.53M
5.44K $3.62M
MSFT
Microsoft Corp

Technology
3.79K
+ 4.98%
$496.82 - $542.07 $1.88M - $2.05M
79.8K $40.5M
MBB
Ishares Tr

ETFs
11.2K
+ 41.3%
$94.9 - $96.23 $1.06M - $1.08M
38.3K $3.64M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
10.5K
+ 21.57%
$99.87 - $101.27 $1.04M - $1.06M
59K $5.9M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
18.7K
+ 235.71%
$51.77 - $52.69 $968K - $985K
26.6K $1.38M
FIX
Comfort Systems Usa Inc

Industrials
113
+ 1.22%
$790.72 - $1010.64 $89.4K - $114K
9.37K $8.52M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
8.94K
+ 23.45%
$82.69 - $83.12 $739K - $743K
47K $3.9M
JNJ
Johnson & Johnson

Healthcare
589
+ 1.4%
$185.98 - $199.58 $110K - $118K
42.6K $8.51M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
7.45K
New
$92.34 - $95.43 $688K - $711K
7.45K $701K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.64K
+ 25.03%
$242.67 - $261.79 $640K - $690K
13.2K $3.3M
IXUS
Ishares Tr

ETFs
7.24K
+ 36.56%
$81.21 - $85.27 $588K - $617K
27K $2.28M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
11.4K
+ 25.58%
$50.59 - $50.93 $578K - $582K
56.1K $2.84M
GOOGL
Alphabet Inc.

Communication Services
196
+ 1.29%
$236.57 - $291.31 $46.4K - $57.1K
15.4K $4.27M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
11.7K
+ 8.95%
$48.64 - $48.99 $571K - $575K
143K $6.96M
PEP
Pepsico Inc

Consumer Defensive
1.86K
+ 4.91%
$138.84 - $153.71 $258K - $285K
39.7K $5.86M
XLK
Technology Sector Spdr

ETFs
1.86K
+ 100.0%
$278.39 - $304.13 $518K - $566K
3.72K $1.07M
LLY
Eli Lilly & CO

Healthcare
72
+ 4.34%
$799.57 - $1025.28 $57.6K - $73.8K
1.73K $1.77M
AMZN
Amazon Com Inc

Consumer Cyclical
562
+ 2.41%
$213.04 - $254.0 $120K - $143K
23.9K $5.61M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
52.5K
New
$9.01 - $9.36 $473K - $491K
52.5K $475K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
18.9K
New
$24.01 - $24.68 $455K - $467K
18.9K $454K
QCOM
Qualcomm Inc

Technology
2.72K
New
$153.59 - $187.68 $418K - $510K
2.72K $453K
SNY
Sanofi

Healthcare
8.32K
New
$48.09 - $52.34 $400K - $435K
8.32K $430K
EWJ
Ishares Msci Japan ETF

ETFs
4.56K
+ 42.61%
$78.36 - $84.34 $358K - $385K
15.3K $1.28M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
1.88K
+ 0.56%
$31.28 - $33.46 $58.9K - $63K
339K $11.2M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
6.79K
+ 9.68%
$51.27 - $51.8 $348K - $352K
76.9K $3.97M
BDX
Becton Dickinson & CO

Healthcare
1.98K
New
$176.39 - $193.93 $349K - $384K
1.98K $378K
PLTR
Palantir Technologies Inc.

Technology
2.42K
+ 36.05%
$172.14 - $207.18 $416K - $500K
9.11K $1.59M
GOOG
Alphabet Inc.

Communication Services
5
+ 0.06%
$237.49 - $291.74 $1.19K - $1.46K
8.33K $2.38M
AFL
Aflac Inc

Financial Services
1.19K
+ 1.49%
$105.7 - $115.01 $125K - $136K
80.9K $9.25M
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.5K
New
$92.24 - $96.56 $322K - $338K
3.5K $333K
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
14.8K
New
$22.38 - $22.69 $331K - $336K
14.8K $331K
IWM
Ishares Russell 2000 ETF

ETFs
1.32K
+ 106.09%
$236.79 - $250.33 $314K - $331K
2.57K $610K
EWG
Ishares Msci Germany ETF

ETFs
7.49K
New
$40.34 - $42.47 $302K - $318K
7.49K $306K
MU
Micron Technology Inc

Technology
1.24K
New
$181.6 - $253.3 $225K - $314K
1.24K $305K
ADBE
Adobe Inc.

Technology
932
New
$325.07 - $359.91 $303K - $335K
932 $302K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
2.96K
+ 29.63%
$102.72 - $103.6 $304K - $307K
13K $1.33M
AMD
Advanced Micro Devices Inc

Technology
1.13K
New
$164.01 - $264.33 $185K - $298K
1.13K $271K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
6.07K
New
$42.88 - $45.39 $260K - $275K
6.07K $270K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
2.79K
New
$91.84 - $96.06 $256K - $268K
2.79K $264K
ISRG
Intuitive Surgical Inc

Healthcare
100
+ 4.87%
$429.59 - $576.2 $43K - $57.6K
2.15K $1.18M
Activity Summary
Buys All Purchases 157 New Holdings 34 Increased Positions 123 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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