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
MDT
Medtronic PLC

Healthcare
498
+ 0.67%
$90.06 - $98.43 $44.8K - $49K
74.5K $7.17M
ACN
Accenture PLC

Technology
562
+ 17.31%
$234.02 - $253.35 $132K - $142K
3.81K $919K
CAT
Caterpillar Inc

Industrials
125
+ 20.63%
$480.82 - $585.49 $60.1K - $73.2K
731 $403K
GWW
W.W. Grainger, Inc.

Industrials
510
+ 3.71%
$926.21 - $979.0 $472K - $499K
14.2K $13.2M
ASML
Asml Holding Nv

Technology
67
+ 10.53%
$936.19 - $1075.45 $62.7K - $72.1K
703 $717K
AVGO
Broadcom Inc.

Technology
168
+ 4.81%
$324.63 - $385.98 $54.5K - $64.8K
3.66K $1.25M
QQQ
Invesco Qqq Trust, Series 1

ETFs
156
+ 7.57%
$589.5 - $635.77 $92K - $99.2K
2.22K $1.34M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
973
+ 42.53%
$97.52 - $102.52 $94.9K - $99.8K
3.26K $318K
INDA
Ishares Msci India Index Fund

ETFs
1.33K
+ 21.84%
$52.3 - $55.29 $69.6K - $73.6K
7.43K $405K
NVS
Novartis Ag

Healthcare
618
+ 34.11%
$121.8 - $132.39 $75.3K - $81.8K
2.43K $319K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
1.06K
+ 36.14%
$71.9 - $75.9 $76.4K - $80.7K
4K $290K
AMAT
Applied Materials Inc

Technology
15
+ 0.54%
$209.95 - $240.89 $3.15K - $3.61K
2.81K $641K
HUBB
Hubbell Inc

Industrials
147
+ 6.39%
$408.46 - $472.57 $60K - $69.5K
2.45K $1.06M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.14K
+ 16.5%
$63.25 - $66.24 $72.3K - $75.7K
8.07K $518K
COST
Costco Wholesale Corp

Consumer Defensive
122
+ 2.83%
$910.94 - $954.99 $111K - $117K
4.43K $4.04M
IWR
Ishares Russell Mid Cap ETF

ETFs
670
+ 16.49%
$94.02 - $97.61 $63K - $65.4K
4.73K $447K
NOK
Nokia Corp

Technology
2.97K
+ 25.28%
$4.82 - $7.77 $14.3K - $23.1K
14.7K $99K
PFE
Pfizer Inc

Healthcare
1.87K
+ 8.22%
$24.23 - $27.37 $45.4K - $51.2K
24.7K $618K
MS
Morgan Stanley

Financial Services
224
+ 8.84%
$151.86 - $169.92 $34K - $38.1K
2.76K $439K
IBM
International Business Machines Corp

Technology
35
+ 2.05%
$275.97 - $314.98 $9.66K - $11K
1.75K $518K
FTNT
Fortinet, Inc.

Technology
719
+ 5.11%
$80.54 - $87.52 $57.9K - $62.9K
14.8K $1.22M
TGT
Target Corp

Consumer Defensive
320
+ 6.4%
$85.53 - $97.77 $27.4K - $31.3K
5.32K $478K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
713
+ 0.81%
$50.57 - $50.77 $36.1K - $36.2K
89K $4.51M
CPRT
Copart Inc

Consumer Cyclical
2.58K
+ 12.75%
$39.98 - $45.76 $103K - $118K
22.8K $938K
PANW
Palo Alto Networks Inc

Technology
102
+ 7.35%
$204.77 - $221.38 $20.9K - $22.6K
1.49K $305K
VUG
Vanguard Growth ETF

ETFs
35
+ 3.3%
$470.44 - $504.26 $16.5K - $17.6K
1.1K $530K
TJX
Tjx Companies Inc

Consumer Cyclical
109
+ 7.41%
$138.56 - $147.63 $15.1K - $16.1K
1.58K $230K
AXP
American Express CO

Financial Services
23
+ 2.57%
$316.26 - $372.77 $7.27K - $8.57K
918 $313K
CEG
Constellation Energy Corp

Utilities
8
+ 0.97%
$335.74 - $401.43 $2.69K - $3.21K
835 $282K
IWF
Ishares Russell 1000 Gr ETF

ETFs
14
+ 1.64%
$459.47 - $491.71 $6.43K - $6.88K
868 $408K
SHOP
Shopify Inc.

Technology
147
+ 2.46%
$146.04 - $179.01 $21.5K - $26.3K
6.13K $895K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
118
+ 2.58%
$114.27 - $121.15 $13.5K - $14.3K
4.69K $548K
IYW
Ishares Dj Us Tech ETF

ETFs
1
+ 0.08%
$192.8 - $211.27 $193 - $211
1.18K $235K
IVW
Ishares S&P 500 Growth ETF

ETFs
10
+ 0.21%
$118.29 - $126.28 $1.18K - $1.26K
4.84K $585K
FLR
Fluor Corp

Industrials
10
+ 0.17%
$42.39 - $50.73 $424 - $507
5.92K $251K
NEAR
Blackrock Short Maturity Bond

ETFs
60
+ 0.58%
$51.08 - $51.37 $3.06K - $3.08K
10.5K $535K
Ishares Bitcoin Trust ETF
1.02K
+ 16.54%
N/A
7.19K $0
ILCG
Ishares Morningstar Growth ETF
4.37K
+ 46.76%
N/A
13.7K $0
Lam Research Corp
41
+ 1.02%
N/A
4.08K $0
MEM
Matthews Asia Fds Emerging Mar
3.38K
+ 2.24%
N/A
154K $0
IDA
Idacorp Inc

Utilities
27
+ 1.43%
$127.98 - $137.7 $3.46K - $3.72K
1.92K $245K
LEN
Lennar Corp

Consumer Cyclical
2.36K
+ 4.02%
$117.91 - $130.07 $278K - $307K
61.1K $7.4M
RSP
Invesco S&P 500 Equal Weight E

ETFs
31
+ 0.48%
$185.12 - $192.11 $5.74K - $5.96K
6.43K $1.21M
SNA
Snap On Inc

Industrials
128
+ 3.93%
$327.33 - $349.13 $41.9K - $44.7K
3.38K $1.12M
EMR
Emerson Electric CO

Industrials
26
+ 0.5%
$126.01 - $140.03 $3.28K - $3.64K
5.19K $662K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
388
+ 7.52%
$176.58 - $207.02 $68.5K - $80.3K
5.55K $1M
VZ
Verizon Communications Inc

Communication Services
584
+ 2.81%
$38.4 - $43.83 $22.4K - $25.6K
21.3K $875K
NOC
Northrop Grumman Corp

Industrials
3
+ 0.35%
$558.0 - $637.95 $1.67K - $1.91K
863 $485K
USB
Us Bancorp \De\

Financial Services
336
+ 1.73%
$45.28 - $48.26 $15.2K - $16.2K
19.8K $900K
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
Track This Portfolio

Track Jgp Wealth Management, LLC Portfolio

Follow Jgp Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jgp Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jgp Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email