Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2018 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 22 | Q3 2023 | 6.6% |
MICROSOFT CORP | 22 | Q3 2023 | 4.2% |
NIKE INC | 22 | Q3 2023 | 3.5% |
CISCO SYS INC | 22 | Q3 2023 | 2.7% |
NEXTERA ENERGY INC | 22 | Q3 2023 | 2.7% |
JPMORGAN CHASE & CO | 22 | Q3 2023 | 2.5% |
AUTOMATIC DATA PROCESSING IN | 22 | Q3 2023 | 3.3% |
JOHNSON & JOHNSON | 22 | Q3 2023 | 2.5% |
AIR PRODS & CHEMS INC | 22 | Q3 2023 | 2.6% |
LOWES COS INC | 22 | Q3 2023 | 2.3% |
View JGP Wealth Management, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-24 |
13F-HR | 2024-01-10 |
13F-HR | 2023-10-19 |
13F-HR | 2023-08-10 |
13F-HR | 2023-04-14 |
13F-HR | 2023-02-10 |
13F-HR | 2022-10-14 |
13F-HR | 2022-07-19 |
13F-HR | 2022-04-20 |
13F-HR | 2022-01-18 |
View JGP Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.