$537 Million is the total value of JGP Wealth Management, LLC's 159 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 7.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Buy | APPLE INC | $33,777,000 | +26.6% | 193,099 | +2.5% | 6.29% | +9.1% |
| KLAC | Buy | KLA CORP | $23,986,000 | +28.0% | 57,008 | +1.8% | 4.47% | +10.3% |
| MSFT | Buy | MICROSOFT CORP | $19,656,000 | +16.0% | 62,128 | +3.3% | 3.66% | -0.1% |
| NKE | Buy | NIKE INCcl b | $16,713,000 | +12.2% | 103,010 | +0.4% | 3.11% | -3.3% |
| POOL | Buy | POOL CORP | $15,107,000 | +23.9% | 28,538 | +1.7% | 2.81% | +6.8% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $15,028,000 | +26.7% | 61,827 | +4.2% | 2.80% | +9.2% |
| CSCO | Buy | CISCO SYS INC | $14,176,000 | +14.4% | 235,172 | +3.3% | 2.64% | -1.5% |
| DGX | Buy | QUEST DIAGNOSTICS INC | $13,587,000 | +10.8% | 86,365 | +2.3% | 2.53% | -4.5% |
| NEE | Buy | NEXTERA ENERGY INC | $13,355,000 | +20.7% | 148,832 | +5.6% | 2.49% | +4.0% |
| LOW | Buy | LOWES COS INC | $11,973,000 | +29.0% | 46,998 | +2.7% | 2.23% | +11.2% |
| TSCO | Buy | TRACTOR SUPPLY CO | $11,430,000 | +16.3% | 49,748 | +2.6% | 2.13% | +0.2% |
| PAYX | Buy | PAYCHEX INC | $11,343,000 | +22.1% | 86,136 | +4.3% | 2.11% | +5.2% |
| BLK | Buy | BLACKROCK INC | $11,268,000 | +11.0% | 12,636 | +4.4% | 2.10% | -4.3% |
| JKHY | Buy | HENRY JACK & ASSOC INC | $10,890,000 | +12.2% | 62,978 | +6.5% | 2.03% | -3.3% |
| APD | Buy | AIR PRODS & CHEMS INC | $10,783,000 | +25.0% | 35,442 | +5.3% | 2.01% | +7.8% |
| JPM | Buy | JPMORGAN CHASE & CO | $10,620,000 | +3.1% | 64,843 | +3.1% | 1.98% | -11.1% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $10,377,000 | -4.9% | 206,639 | +5.9% | 1.93% | -18.0% |
| JNJ | Buy | JOHNSON & JOHNSON | $10,269,000 | +11.8% | 59,629 | +4.8% | 1.91% | -3.7% |
| DHI | Buy | D R HORTON INC | $10,155,000 | +142.5% | 98,522 | +97.5% | 1.89% | +109.0% |
| FDS | Buy | FACTSET RESH SYS INC | $9,810,000 | +17.4% | 21,738 | +2.7% | 1.83% | +1.2% |
| AWK | Buy | AMERICAN WTR WKS CO INC NEW | $9,786,000 | +8.4% | 54,949 | +2.9% | 1.82% | -6.6% |
| AMGN | Buy | AMGEN INC | $9,469,000 | +15.9% | 42,060 | +9.4% | 1.76% | -0.2% |
| ADI | Buy | ANALOG DEVICES INC | $9,236,000 | +9.9% | 53,437 | +6.5% | 1.72% | -5.3% |
| ITW | Buy | ILLINOIS TOOL WKS INC | $8,983,000 | +27.0% | 36,424 | +6.4% | 1.67% | +9.4% |
| ABT | Buy | ABBOTT LABS | $8,705,000 | +19.5% | 64,403 | +4.4% | 1.62% | +3.0% |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $8,510,000 | +15.0% | 80,929 | +7.6% | 1.58% | -0.9% |
| ICE | Buy | INTERCONTINENTAL EXCHANGE IN | $8,496,000 | +21.3% | 64,171 | +5.2% | 1.58% | +4.6% |
| MDT | Buy | MEDTRONIC PLC | $7,683,000 | -9.4% | 72,478 | +7.2% | 1.43% | -21.9% |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC | $7,592,000 | -0.1% | 36,257 | +5.1% | 1.41% | -13.9% |
| AFL | Buy | AFLAC INC | $7,207,000 | +19.2% | 119,954 | +3.4% | 1.34% | +2.7% |
| DLB | Buy | DOLBY LABORATORIES INC | $7,048,000 | +17.0% | 75,103 | +9.8% | 1.31% | +0.8% |
| PG | Buy | PROCTER AND GAMBLE CO | $6,921,000 | +22.0% | 42,149 | +3.8% | 1.29% | +5.1% |
| GWW | Buy | GRAINGER W W INC | $6,779,000 | +36.4% | 13,336 | +5.4% | 1.26% | +17.5% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $6,472,000 | +9.0% | 72,261 | +4.6% | 1.20% | -6.1% |
| WEC | Buy | WEC ENERGY GROUP INC | $6,208,000 | +16.3% | 64,031 | +5.8% | 1.16% | +0.2% |
| PEP | Buy | PEPSICO INC | $6,129,000 | +19.8% | 35,258 | +3.6% | 1.14% | +3.2% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $5,308,000 | -46.7% | 98,253 | -46.7% | 0.99% | -54.1% |
| WMT | Buy | WALMART INC | $5,123,000 | +8.4% | 35,598 | +5.0% | 0.95% | -6.6% |
| HRL | Buy | HORMEL FOODS CORP | $4,640,000 | +27.3% | 93,480 | +5.1% | 0.86% | +9.6% |
| CLX | Buy | CLOROX CO DEL | $4,282,000 | +14.7% | 24,134 | +7.1% | 0.80% | -1.1% |
| HD | Buy | HOME DEPOT INC | $4,272,000 | +30.9% | 10,489 | +5.5% | 0.80% | +12.8% |
| PSA | Buy | PUBLIC STORAGE | $3,897,000 | +23.4% | 10,773 | +1.3% | 0.73% | +6.5% |
| AMZN | Buy | AMAZON COM INC | $3,087,000 | +6.8% | 939 | +6.7% | 0.58% | -8.0% |
| INTC | Buy | INTEL CORP | $3,087,000 | +1.4% | 57,299 | +0.3% | 0.58% | -12.6% |
| TXN | Buy | TEXAS INSTRS INC | $2,942,000 | +5.3% | 15,750 | +8.4% | 0.55% | -9.3% |
| ABBV | Buy | ABBVIE INC | $2,744,000 | +27.2% | 20,198 | +0.9% | 0.51% | +9.7% |
| PFE | Buy | PFIZER INC | $2,708,000 | +32.9% | 48,676 | +2.7% | 0.50% | +14.5% |
| COST | Buy | COSTCO WHSL CORP NEW | $2,699,000 | +29.2% | 4,908 | +5.5% | 0.50% | +11.5% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $2,617,000 | +13.5% | 15,355 | +2.3% | 0.49% | -2.2% |
| JPST | Sell | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $2,593,000 | -18.0% | 51,379 | -17.6% | 0.48% | -29.3% |
| ISTB | Buy | ISHARES TRcore 1 5 yr usd | $2,483,000 | +22.6% | 49,419 | +24.6% | 0.46% | +5.5% |
| TROW | Buy | PRICE T ROWE GROUP INC | $2,184,000 | -2.5% | 11,651 | +2.3% | 0.41% | -15.9% |
| NVDA | Buy | NVIDIA CORPORATION | $2,144,000 | +88.2% | 7,768 | +41.3% | 0.40% | +62.2% |
| OMC | Sell | OMNICOM GROUP INC | $2,119,000 | +1.6% | 27,967 | -2.8% | 0.40% | -12.4% |
| MCD | Buy | MCDONALDS CORP | $1,838,000 | +13.5% | 6,880 | +2.4% | 0.34% | -2.3% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $1,827,000 | +10.3% | 22,578 | +0.7% | 0.34% | -5.0% |
| MKC | Buy | MCCORMICK & CO INC | $1,786,000 | +19.7% | 18,423 | +0.0% | 0.33% | +3.4% |
| IEFA | Buy | ISHARES TRcore msci eafe | $1,751,000 | +28.5% | 23,392 | +27.4% | 0.33% | +10.9% |
| KMB | Buy | KIMBERLY-CLARK CORP | $1,697,000 | +13.1% | 11,783 | +4.1% | 0.32% | -2.5% |
| CERN | Buy | CERNER CORP | $1,663,000 | +48.6% | 17,964 | +13.2% | 0.31% | +28.1% |
| KO | Buy | COCA COLA CO | $1,613,000 | +15.9% | 26,535 | +0.0% | 0.30% | -0.3% |
| HAS | Buy | HASBRO INC | $1,489,000 | +21.3% | 14,416 | +4.8% | 0.28% | +4.5% |
| TGT | Buy | TARGET CORP | $1,465,000 | +1.6% | 6,400 | +1.5% | 0.27% | -12.5% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $1,400,000 | +45.1% | 2,977 | +32.9% | 0.26% | +24.9% |
| LMT | Buy | LOCKHEED MARTIN CORP | $1,373,000 | +7.8% | 3,834 | +3.8% | 0.26% | -6.9% |
| WM | Buy | WASTE MGMT INC DEL | $1,373,000 | +12.2% | 8,484 | +3.6% | 0.26% | -3.0% |
| NUE | Buy | NUCOR CORP | $1,355,000 | +28.0% | 11,041 | +2.7% | 0.25% | +10.0% |
| DOV | Buy | DOVER CORP | $1,346,000 | +18.6% | 7,507 | +2.8% | 0.25% | +2.4% |
| USB | Buy | US BANCORP DEL | $1,310,000 | -1.5% | 22,415 | +0.2% | 0.24% | -15.0% |
| IAGG | Buy | ISHARES TRcore intl aggr | $1,285,000 | +21.5% | 23,699 | +23.2% | 0.24% | +4.4% |
| MTB | Sell | M & T BK CORP | $1,286,000 | -1.2% | 7,782 | -10.8% | 0.24% | -14.9% |
| AEP | Buy | AMERICAN ELEC PWR CO INC | $1,262,000 | +15.4% | 14,101 | +4.6% | 0.24% | -0.4% |
| SBUX | Buy | STARBUCKS CORP | $1,211,000 | +0.2% | 10,965 | +0.1% | 0.22% | -13.8% |
| PYPL | Buy | PAYPAL HLDGS INC | $1,059,000 | -15.3% | 5,656 | +17.6% | 0.20% | -27.0% |
| ACN | Buy | ACCENTURE PLC IRELAND | $1,035,000 | +53.1% | 2,606 | +23.4% | 0.19% | +32.2% |
| IEMG | Buy | ISHARES INCcore msci emkt | $975,000 | +26.5% | 16,495 | +32.2% | 0.18% | +9.0% |
| FTNT | Buy | FORTINET INC | $971,000 | +16.6% | 3,199 | +12.2% | 0.18% | +0.6% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $967,000 | +8.9% | 351 | +5.7% | 0.18% | -6.2% |
| SHW | Buy | SHERWIN WILLIAMS CO | $956,000 | +51.0% | 2,841 | +25.5% | 0.18% | +29.9% |
| RMD | Buy | RESMED INC | $904,000 | +12.6% | 3,692 | +21.2% | 0.17% | -3.4% |
| MMC | Buy | MARSH & MCLENNAN COS INC | $889,000 | +32.5% | 5,396 | +21.7% | 0.17% | +14.5% |
| ALL | Buy | ALLSTATE CORP | $880,000 | +18.0% | 7,268 | +24.0% | 0.16% | +1.9% |
| IP | Buy | INTERNATIONAL PAPER CO | $874,000 | -12.4% | 17,947 | +0.5% | 0.16% | -24.5% |
| GSIE | Buy | GOLDMAN SACHS ETF TRactivebeta int | $848,000 | +4.8% | 24,125 | +1.9% | 0.16% | -9.7% |
| CPRT | Buy | COPART INC | $814,000 | +24.5% | 5,749 | +21.9% | 0.15% | +7.8% |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $789,000 | +14.8% | 14,620 | +0.2% | 0.15% | -0.7% |
| CMI | Buy | CUMMINS INC | $791,000 | +10.9% | 3,484 | +9.7% | 0.15% | -4.5% |
| DOW | Buy | DOW INC | $753,000 | +1.3% | 12,905 | +0.0% | 0.14% | -13.0% |
| ETSY | Buy | ETSY INC | $720,000 | +9.8% | 3,823 | +21.2% | 0.13% | -5.6% |
| ILMN | Buy | ILLUMINA INC | $717,000 | +17.0% | 1,950 | +29.1% | 0.13% | +0.8% |
| EA | Buy | ELECTRONIC ARTS INC | $695,000 | +5.5% | 5,192 | +12.1% | 0.13% | -9.2% |
| VTI | New | VANGUARD INDEX FDStotal stk mkt | $648,000 | – | 2,732 | +100.0% | 0.12% | – |
| FB | Buy | META PLATFORMS INCcl a | $617,000 | -2.7% | 1,903 | +1.9% | 0.12% | -16.1% |
| CSX | Buy | CSX CORP | $573,000 | +26.2% | 15,299 | +0.1% | 0.11% | +9.2% |
| XOM | Buy | EXXON MOBIL CORP | $550,000 | +17.3% | 8,237 | +3.2% | 0.10% | +1.0% |
| V | Sell | VISA INC | $537,000 | -1.6% | 2,440 | -0.4% | 0.10% | -15.3% |
| ORCL | Buy | ORACLE CORP | $538,000 | 0.0% | 6,226 | +0.7% | 0.10% | -13.8% |
| QQQ | New | INVESCO QQQ TRunit ser 1 | $506,000 | – | 1,316 | +100.0% | 0.09% | – |
| DAL | New | DELTA AIR LINES INC DEL | $502,000 | – | 12,452 | +100.0% | 0.09% | – |
| GOOG | ALPHABET INCcap stk cl c | $498,000 | +3.3% | 181 | 0.0% | 0.09% | -10.6% | |
| BDX | Buy | BECTON DICKINSON & CO | $492,000 | +3.1% | 1,944 | +0.2% | 0.09% | -10.7% |
| SHOP | Buy | SHOPIFY INCcl a | $480,000 | -11.3% | 403 | +1.0% | 0.09% | -23.9% |
| FDX | Buy | FEDEX CORP | $475,000 | +19.6% | 1,811 | +0.1% | 0.09% | +2.3% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $467,000 | +13.6% | 1 | 0.0% | 0.09% | -2.2% | |
| UMPQ | UMPQUA HLDGS CORP | $469,000 | -3.3% | 23,943 | 0.0% | 0.09% | -17.1% | |
| MMM | Buy | 3M CO | $456,000 | +2.5% | 2,539 | +0.1% | 0.08% | -11.5% |
| BAC | Buy | BK OF AMERICA CORP | $449,000 | +12.2% | 9,509 | +1.0% | 0.08% | -2.3% |
| GEM | Buy | GOLDMAN SACHS ETF TRactivebeta eme | $453,000 | +1.3% | 12,363 | +2.7% | 0.08% | -13.4% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $444,000 | +11.6% | 1,433 | -1.6% | 0.08% | -3.5% |
| AGCO | AGCO CORP | $439,000 | -0.5% | 3,600 | 0.0% | 0.08% | -13.7% | |
| LLY | New | LILLY ELI & CO | $435,000 | – | 1,670 | +100.0% | 0.08% | – |
| FIBK | FIRST INTST BANCSYSTEM INC | $437,000 | +8.4% | 10,009 | 0.0% | 0.08% | -6.9% | |
| IJS | Buy | ISHARES TRsp smcp600vl etf | $427,000 | +6.2% | 4,055 | +1.6% | 0.08% | -8.0% |
| SQ | Buy | BLOCK INCcl a | $414,000 | +91.7% | 2,885 | +219.8% | 0.08% | +63.8% |
| DE | Buy | DEERE & CO | $410,000 | +11.7% | 1,101 | +0.6% | 0.08% | -3.8% |
| SAM | Sell | BOSTON BEER INCcl a | $399,000 | -5.0% | 794 | -3.6% | 0.07% | -18.7% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $386,000 | +45.7% | 1,384 | +37.6% | 0.07% | +26.3% |
| EMR | Buy | EMERSON ELEC CO | $371,000 | +1.6% | 3,879 | +0.1% | 0.07% | -12.7% |
| CVX | Buy | CHEVRON CORP NEW | $366,000 | +24.1% | 2,993 | +3.1% | 0.07% | +6.2% |
| CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $366,000 | -2.9% | 2,041 | +33.1% | 0.07% | -16.0% |
| MRK | Buy | MERCK & CO INC | $358,000 | +6.2% | 4,536 | +1.0% | 0.07% | -8.2% |
| FLR | Buy | FLUOR CORP NEW | $361,000 | +125.6% | 15,000 | +50.0% | 0.07% | +91.4% |
| GBX | GREENBRIER COS INC | $354,000 | +10.6% | 7,450 | 0.0% | 0.07% | -4.3% | |
| AMAT | Buy | APPLIED MATLS INC | $354,000 | +20.8% | 2,301 | +1.1% | 0.07% | +4.8% |
| GLD | Buy | SPDR GOLD TR | $350,000 | +12.9% | 2,071 | +9.6% | 0.06% | -3.0% |
| AM | Buy | ANTERO MIDSTREAM CORP | $342,000 | +6.2% | 34,432 | +11.5% | 0.06% | -8.6% |
| IAU | ISHARES GOLD TRishares new | $344,000 | +3.0% | 10,000 | 0.0% | 0.06% | -11.1% | |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $338,000 | -0.9% | 722 | -9.2% | 0.06% | -14.9% |
| AVGO | Buy | BROADCOM INC | $337,000 | +34.3% | 524 | +1.2% | 0.06% | +16.7% |
| MGK | VANGUARD WORLD FDmega grwth ind | $327,000 | +7.2% | 1,300 | 0.0% | 0.06% | -7.6% | |
| TSLA | Sell | TESLA INC | $328,000 | +14.7% | 301 | -18.2% | 0.06% | -1.6% |
| MS | Buy | MORGAN STANLEY | $324,000 | +5.5% | 3,190 | +1.0% | 0.06% | -9.1% |
| CVS | Buy | CVS HEALTH CORP | $323,000 | +25.2% | 3,048 | +0.4% | 0.06% | +7.1% |
| NFLX | Buy | NETFLIX INC | $319,000 | -3.0% | 562 | +4.1% | 0.06% | -16.9% |
| FISV | Buy | FISERV INC | $314,000 | +0.3% | 2,896 | +0.4% | 0.06% | -14.7% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $309,000 | +9.2% | 1,420 | +9.7% | 0.06% | -4.9% |
| VCIT | Sell | VANGUARD SCOTTSDALE FDSint-term corp | $309,000 | -11.7% | 3,363 | -9.2% | 0.06% | -23.7% |
| NOC | NORTHROP GRUMMAN CORP | $314,000 | +9.4% | 796 | 0.0% | 0.06% | -6.5% | |
| DIS | Buy | DISNEY WALT CO | $306,000 | -7.0% | 1,973 | +1.6% | 0.06% | -19.7% |
| XLK | SELECT SECTOR SPDR TRtechnology | $307,000 | +12.9% | 1,824 | 0.0% | 0.06% | -3.4% | |
| YUM | Buy | YUM BRANDS INC | $296,000 | +10.9% | 2,183 | +0.1% | 0.06% | -5.2% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $298,000 | +39.9% | 2,618 | +34.0% | 0.06% | +19.6% |
| WY | WEYERHAEUSER CO MTN BE | $293,000 | +12.7% | 7,305 | 0.0% | 0.06% | -1.8% | |
| LRCX | Buy | LAM RESEARCH CORP | $286,000 | +27.1% | 413 | +4.6% | 0.05% | +8.2% |
| T | Sell | AT&T INC | $274,000 | -17.7% | 10,463 | -15.2% | 0.05% | -29.2% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $276,000 | +11.7% | 1,706 | +3.6% | 0.05% | -3.8% |
| ABNB | Buy | AIRBNB INC | $274,000 | +30.5% | 1,691 | +35.2% | 0.05% | +13.3% |
| NWN | Buy | NORTHWEST NAT HLDG CO | $260,000 | +8.8% | 5,253 | +1.0% | 0.05% | -7.7% |
| EFA | ISHARES TRmsci eafe etf | $251,000 | +1.2% | 3,174 | 0.0% | 0.05% | -13.0% | |
| IWR | Buy | ISHARES TRrus mid cap etf | $250,000 | +5.0% | 3,087 | +1.4% | 0.05% | -7.8% |
| SLV | Sell | ISHARES SILVER TRishares | $246,000 | -18.5% | 11,714 | -20.4% | 0.05% | -29.2% |
| CCJ | CAMECO CORP | $242,000 | +11.5% | 10,000 | 0.0% | 0.04% | -4.3% | |
| DVY | ISHARES TRselect divid etf | $229,000 | +8.5% | 1,839 | 0.0% | 0.04% | -6.5% | |
| IMTB | New | ISHARES TRcr 5 10 yr etf | $223,000 | – | 4,451 | +100.0% | 0.04% | – |
| VOO | New | VANGUARD INDEX FDS | $209,000 | – | 486 | +100.0% | 0.04% | – |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $209,000 | – | 4,270 | +100.0% | 0.04% | – |
| ES | New | EVERSOURCE ENERGY | $210,000 | – | 2,348 | +100.0% | 0.04% | – |
| UEC | Buy | URANIUM ENERGY CORP | $116,000 | +274.2% | 30,000 | +200.0% | 0.02% | +214.3% |
| HEPA | HEPION PHARMACEUTICALS INC | $18,000 | -21.7% | 15,000 | 0.0% | 0.00% | -40.0% | |
| NOK | Exit | NOKIA CORPsponsored adr | $0 | – | -10,036 | -100.0% | -0.01% | – |
| GMBL | Exit | ESPORTS ENTMT GROUP INC | $0 | – | -10,000 | -100.0% | -0.01% | – |
| CNYA | Exit | ISHARES TRmsci china a | $0 | – | -7,000 | -100.0% | -0.06% | – |
| JOAN | Exit | JOANN INC | $0 | – | -122,303 | -100.0% | -0.29% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-18
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 | 2024-01-10 |
| 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 |
| 13F-HR | 2021-10-13 |
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.