Jgp Wealth Management, LLC Incresed Positions 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
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
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
SPY
Spdr S&P 500 ETF Trust

ETFs
2.23K
+ 69.72%
$653.02 - $687.39 $1.46M - $1.53M
5.44K $3.62M
DGRO
Ishares Core Dividend Growth E

ETFs
14.3K
+ 2.92%
$66.93 - $69.17 $954K - $986K
502K $34.4M
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
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
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
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
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
IWM
Ishares Russell 2000 ETF

ETFs
1.32K
+ 106.09%
$236.79 - $250.33 $314K - $331K
2.57K $610K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
2.96K
+ 29.63%
$102.72 - $103.6 $304K - $307K
13K $1.33M
ISRG
Intuitive Surgical Inc

Healthcare
100
+ 4.87%
$429.59 - $576.2 $43K - $57.6K
2.15K $1.18M
INTC
Intel Corp

Technology
6.49K
+ 34.8%
$34.71 - $41.53 $225K - $270K
25.1K $872K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.79K
+ 62.52%
$119.13 - $120.38 $213K - $215K
4.65K $555K
CMI
Cummins Inc

Industrials
91
+ 2.2%
$407.98 - $484.34 $37.1K - $44.1K
4.22K $1.95M
IEMG
Ishares Inc

ETFs
3.57K
+ 7.31%
N/A
52.4K $2.81M
KO
Coca Cola CO

Consumer Defensive
1.28K
+ 5.6%
$66.1 - $71.61 $84.3K - $91.3K
24.1K $1.7M
CSCO
Cisco Systems, Inc.

Technology
325
+ 1.96%
$67.46 - $78.0 $21.9K - $25.4K
16.9K $1.32M
EWY
Ishares Inc Msci South Korea E

ETFs
1.48K
+ 53.21%
$80.72 - $100.78 $119K - $149K
4.25K $400K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
1.42K
+ 41.88%
$115.02 - $121.67 $164K - $173K
4.82K $572K
GE
General Electric CO

Industrials
562
+ 77.73%
$291.49 - $314.28 $164K - $177K
1.29K $385K
LRGF
Ishares Tr

ETFs
2.45K
+ 31.29%
$67.34 - $70.85 $165K - $173K
10.3K $705K
GLD
Spdr Gold Trust

ETFs
372
+ 41.99%
$354.79 - $403.15 $132K - $150K
1.26K $472K
NSC
Norfolk Southern Corp

Industrials
590
+ 86.51%
$279.53 - $300.15 $165K - $177K
1.27K $361K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
479
+ 14.87%
$280.66 - $305.09 $134K - $146K
3.7K $1.04M
WMT
Walmart Inc.

Consumer Defensive
1.52K
+ 1.21%
$101.18 - $109.03 $154K - $166K
128K $13.1M
TSCO
Tractor Supply CO

Consumer Cyclical
9.54K
+ 3.58%
$52.49 - $56.37 $500K - $537K
276K $15.3M
MRK
Merck & Co., Inc.

Healthcare
188
+ 1.46%
$82.49 - $92.93 $15.5K - $17.5K
13K $1.21M
MCHI
Ishares Msci China ETF

ETFs
2.32K
+ 32.81%
$61.39 - $66.99 $142K - $155K
9.39K $596K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
199
+ 31.59%
$600.51 - $631.95 $120K - $126K
829 $512K
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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