Jgp Wealth Management, LLC Purchases in Q4 2024

Jgp Wealth Management, LLC

  • $771 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
28.5K
+ 49.9%
$570.51 - $610.59 $16.2M - $17.4M
85.5K $50.3M
AAPL
Apple Inc.

Technology
1.42K
+ 0.65%
$221.69 - $259.02 $316K - $369K
221K $55.4M
PPG
Ppg Industries Inc

Basic Materials
33.9K
New
$119.09 - $131.37 $4.04M - $4.45M
33.9K $4.05M
JPM
Jpmorgan Chase & CO

Financial Services
631
+ 0.69%
$205.18 - $250.29 $129K - $158K
92.4K $22.1M
ITOT
Ishares Core S&P Total U.S. St

ETFs
10.6K
+ 5.23%
$124.26 - $134.12 $1.32M - $1.42M
213K $27.4M
WMT
Walmart Inc.

Consumer Defensive
935
+ 0.72%
$79.1 - $95.7 $74K - $89.5K
130K $11.8M
ADP
Automatic Data Processing Inc

Industrials
405
+ 0.59%
$280.08 - $307.97 $113K - $125K
68.8K $20.1M
AMZN
Amazon Com Inc

Consumer Cyclical
792
+ 3.5%
$180.88 - $232.93 $143K - $184K
23.4K $5.13M
PNC
Pnc Financial Services Group, Inc.

Financial Services
304
+ 0.3%
$178.39 - $215.0 $54.2K - $65.4K
101K $19.5M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
8.41K
+ 65.37%
$96.64 - $101.23 $812K - $851K
21.3K $2.06M
PAYX
Paychex Inc

Industrials
620
+ 0.65%
$135.86 - $148.73 $84.2K - $92.2K
95.4K $13.4M
TSLA
Tesla, Inc.

Consumer Cyclical
147
+ 3.82%
$213.65 - $479.86 $31.4K - $70.5K
4K $1.61M
FDS
Factset Research Systems Inc

Financial Services
265
+ 1.29%
$449.69 - $495.72 $119K - $131K
20.8K $10M
NVDA
Nvidia Corp

Technology
287
+ 0.76%
$117.0 - $148.88 $33.6K - $42.7K
38.2K $5.13M
INTU
Intuit Inc

Technology
477
+ 2.1%
$602.01 - $706.25 $287K - $337K
23.2K $14.6M
IQLT
Ishares Msci Intl Quality Fact

ETFs
11.6K
New
$37.12 - $41.23 $431K - $479K
11.6K $430K
GOOGL
Alphabet Inc.

Communication Services
433
+ 2.98%
$161.86 - $196.66 $70.1K - $85.2K
15K $2.83M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.15K
New
$176.42 - $186.91 $379K - $402K
2.15K $383K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
4.73K
+ 47.75%
$81.68 - $82.93 $386K - $392K
14.6K $1.2M
PLTR
Palantir Technologies Inc.

Technology
1.02K
+ 13.91%
$36.46 - $82.38 $37.3K - $84.3K
8.38K $633K
NEAR
Blackrock Short Maturity Bond

ETFs
6.64K
+ 45.63%
$50.28 - $51.08 $334K - $339K
21.2K $1.07M
VTI
Vanguard Total Stock Market Et

ETFs
971
+ 23.81%
$280.04 - $302.45 $272K - $294K
5.05K $1.46M
MBB
Ishares Tr

ETFs
3.7K
+ 46.8%
$91.26 - $95.82 $337K - $354K
11.6K $1.06M
IWR
Ishares Russell Mid Cap ETF

ETFs
3.39K
New
$87.25 - $95.52 $296K - $324K
3.39K $300K
WSM
Williams Sonoma Inc

Consumer Cyclical
12
+ 0.12%
$129.13 - $198.21 $1.55K - $2.38K
9.65K $1.79M
IEMG
Ishares Inc

ETFs
5.47K
+ 14.66%
N/A
42.7K $2.29M
VLUE
Ishares Msci Usa Value Factor

ETFs
2.77K
New
$104.01 - $115.38 $288K - $319K
2.77K $292K
FTNT
Fortinet, Inc.

Technology
54
+ 0.34%
$76.49 - $99.21 $4.13K - $5.36K
16.1K $1.52M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
5.64K
+ 45.65%
$49.58 - $50.28 $279K - $283K
18K $894K
V
Visa Inc.

Financial Services
357
+ 10.48%
$273.87 - $320.91 $97.8K - $115K
3.76K $1.19M
WFC
Wells Fargo & Company

Financial Services
3.53K
New
$54.98 - $77.35 $194K - $273K
3.53K $248K
AVGO
Broadcom Inc.

Technology
303
+ 10.59%
$159.67 - $250.0 $48.4K - $75.8K
3.16K $733K
GWW
W.W. Grainger, Inc.

Industrials
18
+ 0.13%
$1023.06 - $1220.93 $18.4K - $22K
14.1K $14.9M
SCI
Service Corp International

Consumer Cyclical
1.41K
+ 1.22%
$73.36 - $88.6 $104K - $125K
118K $9.38M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
6.63K
+ 5.82%
$47.58 - $48.56 $315K - $322K
121K $5.76M
DIS
Walt Disney CO

Communication Services
1.88K
New
$92.39 - $117.6 $174K - $221K
1.88K $209K
IYW
Ishares Dj Us Tech ETF

ETFs
1.29K
New
$148.14 - $166.23 $192K - $215K
1.29K $206K
IDA
Idacorp Inc

Utilities
1.89K
New
$100.11 - $118.96 $189K - $225K
1.89K $206K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
694
+ 29.05%
$172.07 - $207.36 $119K - $144K
3.08K $608K
DGX
Quest Diagnostics Inc

Healthcare
1.4K
+ 1.42%
N/A
99.9K $13.7M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.65K
+ 45.41%
$113.92 - $127.38 $188K - $210K
5.27K $607K
SNA
Snap On Inc

Industrials
41
+ 1.28%
$285.44 - $371.35 $11.7K - $15.2K
3.25K $1.1M
WST
West Pharmaceutical Services Inc

Healthcare
303
+ 14.4%
$285.69 - $344.0 $86.6K - $104K
2.41K $788K
CDNS
Cadence Design Systems Inc

Technology
250
+ 9.53%
$249.1 - $324.54 $62.3K - $81.1K
2.87K $863K
NFLX
Netflix Inc

Communication Services
5
+ 0.62%
$687.65 - $936.56 $3.44K - $4.68K
816 $727K
CHD
Church & Dwight CO Inc

Consumer Defensive
1.27K
+ 1.76%
$99.11 - $112.25 $126K - $143K
73.4K $7.68M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
365
+ 7.99%
$198.04 - $221.51 $72.3K - $80.9K
4.93K $1.04M
IXUS
Ishares Tr

ETFs
2.36K
+ 42.05%
$65.95 - $72.56 $156K - $171K
7.97K $527K
CPRT
Copart Inc

Consumer Cyclical
239
+ 1.2%
$51.36 - $63.8 $12.3K - $15.2K
20.2K $1.16M
Activity Summary
Buys All Purchases 126 New Holdings 11 Increased Positions 115 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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