Jgp Wealth Management, LLC New Holdings in Q4 2025

Jgp Wealth Management, LLC

  • $938 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
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
IDEV
Ishares Core Msci Intl Develop

ETFs
39.1K
New
$79.1 - $82.39 $3.09M - $3.22M
39.1K $3.18M
DCI
Donaldson CO Inc

Industrials
18.6K
New
$79.88 - $88.21 $1.48M - $1.64M
18.6K $1.59M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
7.45K
New
$92.34 - $95.43 $688K - $711K
7.45K $701K
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
BDX
Becton Dickinson & CO

Healthcare
1.98K
New
$176.39 - $193.93 $349K - $384K
1.98K $378K
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
14.8K
New
$22.38 - $22.69 $331K - $336K
14.8K $331K
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
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
EWA
Ishares Msci Australia ETF

ETFs
9.87K
New
$25.94 - $27.52 $256K - $272K
9.87K $256K
EWU
Ishs Msci Utd Kingdom ETF

ETFs
5.75K
New
$41.73 - $43.65 $240K - $251K
5.75K $245K
CRWD
Crowd Strike Holdings, Inc.

Technology
454
New
$482.23 - $557.53 $219K - $253K
454 $244K
BK
Bank Of New York Mellon Corp

Financial Services
2.13K
New
$104.54 - $112.64 $222K - $239K
2.13K $234K
VXF
Vanguard Extended Market ETF

ETFs
1.14K
New
$204.22 - $215.05 $233K - $245K
1.14K $232K
EWC
Ishares Msci Canada ETF

ETFs
4.49K
New
$49.72 - $51.75 $223K - $232K
4.49K $228K
EFG
Msci Eafe Growth ETF

ETFs
1.96K
New
$112.91 - $117.61 $221K - $230K
1.96K $224K
BSX
Boston Scientific Corp

Healthcare
2.1K
New
$94.95 - $104.98 $199K - $221K
2.1K $215K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
43.3K
New
$4.65 - $5.25 $202K - $228K
43.3K $212K
GILD
Gilead Sciences, Inc.

Healthcare
1.69K
New
$110.56 - $125.2 $186K - $211K
1.69K $209K
VEA
Vanguard Ftse Developed Market

ETFs
3.3K
New
$59.18 - $62.09 $196K - $205K
3.3K $202K
COF
Capital One Financial Corp

Financial Services
956
New
$201.01 - $225.01 $192K - $215K
956 $192K
C
Citigroup Inc

Financial Services
1.9K
New
$93.93 - $102.87 $179K - $196K
1.9K $186K
FLUX
Flux Power Holdings, Inc.

Industrials
58.2K
New
$1.84 - $6.66 $107K - $387K
58.2K $107K
TOTB.DE
Total Energies Se

Energy
3.53K
New
N/A
3.53K $0
Ge Vernova Inc
391
New
N/A
391 $0
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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