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
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1.13K
+ 40.11%
$100.24 - $101.35 $114K - $115K
3.96K $398K
CRM
Salesforce, Inc.

Technology
122
+ 12.27%
$270.87 - $367.87 $33K - $44.9K
1.12K $373K
ASML
Asml Holding Nv

Technology
210
+ 55.56%
$658.43 - $872.27 $138K - $183K
588 $407K
BA
Boeing CO

Industrials
293
+ 20.96%
$138.14 - $180.72 $40.5K - $53K
1.69K $299K
META
Meta Platforms, Inc.

Communication Services
105
+ 7.14%
$554.08 - $632.68 $58.2K - $66.4K
1.58K $928K
ISRG
Intuitive Surgical Inc

Healthcare
44
+ 2.15%
$471.27 - $550.62 $20.7K - $24.2K
2.1K $1.09M
DE
Deere & CO

Industrials
146
+ 4.85%
$389.45 - $466.0 $56.9K - $68K
3.16K $1.34M
ABT
Abbott Laboratories

Healthcare
1.38K
+ 1.52%
$111.93 - $119.39 $155K - $165K
92.4K $10.5M
DGRO
Ishares Core Dividend Growth E

ETFs
6.83K
+ 2.5%
$60.73 - $64.94 $415K - $443K
280K $17.2M
JKHY
Henry Jack & Associates Inc

Technology
664
+ 1.23%
$171.12 - $186.18 $114K - $124K
54.7K $9.59M
QQQ
Invesco Qqq Trust, Series 1

ETFs
18
+ 1.22%
$481.22 - $538.17 $8.66K - $9.69K
1.49K $762K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
66
+ 12.22%
$521.84 - $558.82 $34.4K - $36.9K
606 $326K
EA
Electronic Arts Inc.

Communication Services
167
+ 2.77%
$140.69 - $167.97 $23.5K - $28.1K
6.2K $906K
IVW
Ishares S&P 500 Growth ETF

ETFs
61
+ 1.03%
$94.43 - $105.47 $5.76K - $6.43K
5.96K $604K
VUG
Vanguard Growth ETF

ETFs
48
+ 7.64%
$378.79 - $428.11 $18.2K - $20.5K
676 $277K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
2.84K
+ 5.06%
$49.87 - $52.46 $142K - $149K
59K $2.94M
TXN
Texas Instruments Inc

Technology
172
+ 1.11%
N/A
15.7K $3.06M
LRGF
Ishares Tr

ETFs
256
+ 5.77%
$58.25 - $63.26 $14.9K - $16.2K
4.7K $283K
PANW
Palo Alto Networks Inc

Technology
681
+ 104.29%
$181.96 - $405.9 $124K - $276K
1.33K $242K
ACN
Accenture PLC

Technology
58
+ 2.08%
$343.9 - $376.86 $19.9K - $21.9K
2.85K $1M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
246
+ 5.49%
$61.68 - $67.87 $15.2K - $16.7K
4.73K $294K
VEU
Vanguard Ftse All World Ex Us

ETFs
976
+ 12.85%
$57.29 - $63.1 $55.9K - $61.6K
8.57K $492K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
86
+ 3.16%
$100.38 - $107.86 $8.63K - $9.28K
2.81K $289K
VB
Vanguard Small Cap ETF

ETFs
29
+ 1.9%
$233.76 - $261.58 $6.78K - $7.59K
1.56K $373K
IBM
International Business Machines Corp

Technology
55
+ 4.03%
$204.9 - $238.04 $11.3K - $13.1K
1.42K $311K
DVY
Ishares Tr

ETFs
2.3K
+ 2.97%
$129.55 - $143.41 $298K - $330K
79.9K $10.5M
CVX
Chevron Corp

Energy
123
+ 2.11%
$141.15 - $162.53 $17.4K - $20K
5.95K $861K
FISV
Fiserv Inc

Technology
22
+ 0.27%
N/A
8.11K $1.01M
SYK
Stryker Corp

Healthcare
37
+ 0.35%
$345.14 - $392.15 $12.8K - $14.5K
10.5K $3.77M
VIG
Vanguard Dividend Appreciation

ETFs
6
+ 0.17%
N/A
3.51K $638K
ILCG
Ishares Morningstar Growth ETF
2.51K
New
N/A
2.51K $0
Linde PLC
53
+ 11.47%
N/A
515 $0
MEM
Matthews Asia Fds Emerging Mar
9.2K
New
N/A
9.2K $0
HUBB
Hubbell Inc

Industrials
26
+ 1.25%
$418.89 - $472.12 $10.9K - $12.3K
2.11K $883K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
146
+ 3.07%
$209.89 - $233.24 $30.6K - $34.1K
4.9K $1.04M
DOV
Dover Corp

Industrials
62
+ 0.77%
$184.72 - $206.51 $11.5K - $12.8K
8.08K $1.51M
WM
Waste Management Inc

Industrials
120
+ 1.36%
$201.79 - $228.46 $24.2K - $27.4K
8.95K $1.81M
NOC
Northrop Grumman Corp

Industrials
42
+ 5.23%
$466.52 - $543.88 $19.6K - $22.8K
845 $396K
UNH
Unitedhealth Group Inc

Healthcare
71
+ 8.45%
$485.52 - $625.25 $34.5K - $44.4K
911 $460K
CSX
Csx Corp

Industrials
47
+ 0.3%
$31.58 - $36.88 $1.48K - $1.73K
15.7K $506K
RMD
Resmed Inc

Healthcare
31
+ 0.75%
$228.69 - $256.07 $7.09K - $7.94K
4.14K $946K
SBUX
Starbucks Corp

Consumer Cyclical
69
+ 0.65%
$87.44 - $102.5 $6.03K - $7.07K
10.8K $980K
XOM
Exxon Mobil Corp

Energy
832
+ 5.16%
$105.51 - $125.37 $87.8K - $104K
16.9K $1.82M
ORCL
Oracle Corp

Technology
20
+ 0.11%
$165.41 - $192.43 $3.31K - $3.85K
18.9K $3.15M
MCD
Mcdonalds Corp

Consumer Cyclical
148
+ 1.96%
$288.47 - $316.54 $42.7K - $46.8K
7.69K $2.23M
MSFT
Microsoft Corp

Technology
1.3K
+ 1.81%
$406.35 - $454.46 $526K - $589K
72.9K $30.7M
DHR
Danaher Corp

Healthcare
303
+ 9.03%
$226.16 - $274.52 $68.5K - $83.2K
3.66K $839K
ADBE
Adobe Inc.

Technology
79
+ 4.44%
$437.39 - $552.96 $34.6K - $43.7K
1.86K $826K
AMAT
Applied Materials Inc

Technology
73
+ 2.66%
$161.44 - $213.89 $11.8K - $15.6K
2.82K $458K
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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