$495 Million is the total value of JGP Wealth Management, LLC's 142 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 18.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Buy | APPLE INC | $28,890,000 | -13.2% | 202,142 | +3.4% | 5.83% | -5.0% |
| MSFT | Buy | MICROSOFT CORP | $18,488,000 | -5.7% | 69,449 | +5.2% | 3.73% | +3.2% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $14,909,000 | -5.5% | 68,622 | +3.4% | 3.01% | +3.4% |
| KLAC | Buy | KLA CORP | $13,939,000 | -10.8% | 47,575 | +3.8% | 2.81% | -2.4% |
| JKHY | Buy | HENRY JACK & ASSOC INC | $13,617,000 | -4.4% | 73,110 | +2.9% | 2.75% | +4.6% |
| NEE | Buy | NEXTERA ENERGY INC | $13,059,000 | -3.9% | 164,122 | +4.0% | 2.64% | +5.2% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $12,884,000 | -0.5% | 250,135 | +3.4% | 2.60% | +8.9% |
| DGX | Buy | QUEST DIAGNOSTICS INC | $12,802,000 | +0.8% | 94,171 | +3.8% | 2.58% | +10.3% |
| JNJ | Buy | JOHNSON & JOHNSON | $11,605,000 | +0.4% | 65,090 | +2.6% | 2.34% | +9.9% |
| AMGN | Buy | AMGEN INC | $11,486,000 | -0.1% | 46,835 | +2.7% | 2.32% | +9.3% |
| POOL | Buy | POOL CORP | $11,482,000 | -7.2% | 30,804 | +5.1% | 2.32% | +1.6% |
| NKE | Sell | NIKE INCcl b | $10,944,000 | -19.3% | 104,998 | -0.7% | 2.21% | -11.6% |
| PAYX | Buy | PAYCHEX INC | $10,815,000 | -13.7% | 92,458 | +2.8% | 2.18% | -5.5% |
| CSCO | Buy | CISCO SYS INC | $10,804,000 | -16.0% | 253,073 | +6.7% | 2.18% | -8.1% |
| TSCO | Buy | TRACTOR SUPPLY CO | $10,590,000 | -13.4% | 53,609 | +3.6% | 2.14% | -5.3% |
| APD | Buy | AIR PRODS & CHEMS INC | $9,696,000 | -1.0% | 40,875 | +4.9% | 1.96% | +8.4% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $9,545,000 | -10.9% | 239,631 | +6.1% | 1.93% | -2.5% |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC | $9,218,000 | -4.6% | 38,472 | +2.8% | 1.86% | +4.4% |
| LOW | Buy | LOWES COS INC | $9,074,000 | -8.1% | 50,677 | +6.1% | 1.83% | +0.5% |
| ADI | Buy | ANALOG DEVICES INC | $8,897,000 | -4.8% | 61,489 | +4.4% | 1.80% | +4.2% |
| AWK | Buy | AMERICAN WTR WKS CO INC NEW | $8,650,000 | -7.0% | 56,820 | +3.8% | 1.75% | +1.8% |
| FDS | Buy | FACTSET RESH SYS INC | $8,579,000 | -6.2% | 21,349 | +3.1% | 1.73% | +2.7% |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $8,516,000 | -7.2% | 100,153 | +8.7% | 1.72% | +1.5% |
| ABT | Buy | ABBOTT LABS | $7,833,000 | -7.2% | 72,063 | +5.2% | 1.58% | +1.5% |
| LEN | New | LENNAR CORPcl a | $7,752,000 | – | 101,165 | +100.0% | 1.56% | – |
| BLK | Buy | BLACKROCK INC | $7,674,000 | -11.9% | 12,484 | +5.5% | 1.55% | -3.5% |
| JPM | Buy | JPMORGAN CHASE & CO | $7,660,000 | -12.0% | 68,461 | +5.0% | 1.55% | -3.7% |
| ITW | Buy | ILLINOIS TOOL WKS INC | $7,325,000 | -6.1% | 40,197 | +4.9% | 1.48% | +2.7% |
| MDT | Buy | MEDTRONIC PLC | $7,244,000 | -16.4% | 80,826 | +4.9% | 1.46% | -8.5% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $7,178,000 | -4.4% | 76,432 | +2.2% | 1.45% | +4.6% |
| WEC | Buy | WEC ENERGY GROUP INC | $7,175,000 | -0.7% | 70,861 | +2.5% | 1.45% | +8.6% |
| CMA | Buy | COMERICA INC | $6,916,000 | -12.5% | 94,139 | +5.5% | 1.40% | -4.3% |
| GWW | Buy | GRAINGER W W INC | $6,745,000 | -6.5% | 14,347 | +3.1% | 1.36% | +2.3% |
| ICE | Buy | INTERCONTINENTAL EXCHANGE IN | $6,505,000 | -23.2% | 68,120 | +4.5% | 1.31% | -15.9% |
| DLB | Buy | DOLBY LABORATORIES INC | $6,416,000 | -2.1% | 88,514 | +4.3% | 1.30% | +7.2% |
| PEP | Buy | PEPSICO INC | $6,288,000 | -0.2% | 36,838 | +1.2% | 1.27% | +9.2% |
| PG | Buy | PROCTER AND GAMBLE CO | $6,227,000 | -6.5% | 42,635 | +2.5% | 1.26% | +2.3% |
| HBAN | New | HUNTINGTON BANCSHARES INC | $5,816,000 | – | 479,437 | +100.0% | 1.17% | – |
| HRL | Buy | HORMEL FOODS CORP | $5,202,000 | -6.2% | 108,334 | +3.0% | 1.05% | +2.6% |
| AFL | Buy | AFLAC INC | $5,166,000 | -13.3% | 92,350 | +1.6% | 1.04% | -5.0% |
| WMT | Buy | WALMART INC | $4,719,000 | -17.3% | 37,713 | +4.0% | 0.95% | -9.6% |
| New | CORE SCIENTIFIC INC | $4,341,000 | – | 2,696,357 | +100.0% | 0.88% | – | |
| CLX | Buy | CLOROX CO DEL | $4,004,000 | +4.1% | 27,301 | +4.0% | 0.81% | +13.8% |
| HD | Buy | HOME DEPOT INC | $3,181,000 | -5.9% | 11,217 | +3.3% | 0.64% | +3.0% |
| PSA | Buy | PUBLIC STORAGE | $2,985,000 | -20.8% | 9,417 | +2.2% | 0.60% | -13.4% |
| ABBV | Buy | ABBVIE INC | $2,917,000 | -11.8% | 19,127 | +1.1% | 0.59% | -3.4% |
| TXN | Buy | TEXAS INSTRS INC | $2,751,000 | -11.1% | 18,241 | +2.6% | 0.56% | -2.8% |
| INTC | Buy | INTEL CORP | $2,660,000 | -19.4% | 71,916 | +2.5% | 0.54% | -11.8% |
| PFE | Buy | PFIZER INC | $2,581,000 | -3.3% | 48,926 | +1.1% | 0.52% | +5.9% |
| ISTB | Buy | ISHARES TRcore 1 5 yr usd | $2,558,000 | -0.6% | 53,958 | +0.7% | 0.52% | +8.6% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $2,516,000 | -8.2% | 17,368 | +3.0% | 0.51% | +0.4% |
| AMZN | Buy | AMAZON COM INC | $2,218,000 | -22.7% | 19,402 | +1988.5% | 0.45% | -15.3% |
| COST | Buy | COSTCO WHSL CORP NEW | $2,172,000 | -17.7% | 4,408 | +0.3% | 0.44% | -10.1% |
| OMC | Buy | OMNICOM GROUP INC | $1,938,000 | -15.9% | 30,546 | +3.2% | 0.39% | -8.0% |
| MCD | Buy | MCDONALDS CORP | $1,882,000 | +3.4% | 7,483 | +3.4% | 0.38% | +13.1% |
| IEFA | Buy | ISHARES TRcore msci eafe | $1,744,000 | -10.8% | 30,202 | +6.2% | 0.35% | -2.5% |
| LMT | Buy | LOCKHEED MARTIN CORP | $1,673,000 | -5.9% | 3,928 | +2.0% | 0.34% | +3.0% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $1,645,000 | -11.7% | 26,501 | +6.0% | 0.33% | -3.5% |
| KMB | Buy | KIMBERLY-CLARK CORP | $1,619,000 | +10.6% | 11,821 | +1.8% | 0.33% | +21.1% |
| MKC | Buy | MCCORMICK & CO INC | $1,541,000 | -18.2% | 18,471 | +0.2% | 0.31% | -10.4% |
| HAS | Buy | HASBRO INC | $1,462,000 | +1.4% | 17,784 | +4.0% | 0.30% | +10.9% |
| MTB | Buy | M & T BK CORP | $1,439,000 | -1.1% | 9,162 | +2.7% | 0.29% | +8.2% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $1,439,000 | -12.2% | 628 | +2.1% | 0.29% | -4.0% |
| AEP | Buy | AMERICAN ELEC PWR CO INC | $1,421,000 | -5.3% | 14,986 | +2.9% | 0.29% | +3.6% |
| IVV | ISHARES TRcore s&p500 etf | $1,395,000 | -14.3% | 3,622 | 0.0% | 0.28% | -6.0% | |
| IAGG | Buy | ISHARES TRcore intl aggr | $1,311,000 | -1.4% | 26,200 | +1.6% | 0.26% | +8.2% |
| WM | Buy | WASTE MGMT INC DEL | $1,315,000 | -4.5% | 8,511 | +2.1% | 0.26% | +4.3% |
| TROW | Buy | PRICE T ROWE GROUP INC | $1,290,000 | -17.0% | 11,045 | +3.8% | 0.26% | -9.4% |
| CMI | Buy | CUMMINS INC | $1,192,000 | +4.1% | 6,128 | +4.2% | 0.24% | +14.2% |
| NUE | Buy | NUCOR CORP | $1,128,000 | -28.8% | 10,652 | +1.4% | 0.23% | -21.9% |
| MRK | Buy | MERCK & CO INC | $1,119,000 | +7.8% | 12,017 | +1.5% | 0.23% | +18.3% |
| JPST | Sell | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $1,060,000 | -21.7% | 21,188 | -21.4% | 0.21% | -14.4% |
| USB | Buy | US BANCORP DEL | $1,048,000 | -10.8% | 22,541 | +0.3% | 0.21% | -2.3% |
| NVDA | Sell | NVIDIA CORPORATION | $1,026,000 | -55.0% | 6,783 | -31.3% | 0.21% | -50.8% |
| TGT | Buy | TARGET CORP | $945,000 | -34.7% | 6,526 | +5.2% | 0.19% | -28.5% |
| KO | Buy | COCA COLA CO | $945,000 | -0.6% | 14,899 | +0.0% | 0.19% | +9.1% |
| IEMG | Buy | ISHARES INCcore msci emkt | $936,000 | -7.5% | 19,502 | +6.7% | 0.19% | +1.1% |
| DOV | Buy | DOVER CORP | $919,000 | -15.9% | 7,528 | +3.9% | 0.18% | -8.4% |
| PKG | Buy | PACKAGING CORP AMER | $911,000 | -7.8% | 6,579 | +2.1% | 0.18% | +1.1% |
| ALL | Sell | ALLSTATE CORP | $902,000 | -9.5% | 6,880 | -2.1% | 0.18% | -1.1% |
| GSIE | Buy | GOLDMAN SACHS ETF TRactivebeta int | $803,000 | -13.6% | 29,455 | +2.8% | 0.16% | -5.3% |
| FTNT | Buy | FORTINET INC | $778,000 | -10.6% | 13,002 | +401.8% | 0.16% | -1.9% |
| MMC | Sell | MARSH & MCLENNAN COS INC | $755,000 | -9.7% | 4,788 | -1.1% | 0.15% | -1.3% |
| SBUX | Buy | STARBUCKS CORP | $747,000 | -2.6% | 9,467 | +0.6% | 0.15% | +7.1% |
| SHW | Buy | SHERWIN WILLIAMS CO | $735,000 | -6.8% | 3,027 | +1.2% | 0.15% | +1.4% |
| RMD | Buy | RESMED INC | $725,000 | -12.7% | 3,335 | +0.2% | 0.15% | -4.6% |
| EA | Sell | ELECTRONIC ARTS INC | $689,000 | -3.2% | 5,538 | -4.0% | 0.14% | +6.1% |
| DOW | Buy | DOW INC | $691,000 | -17.0% | 13,500 | +0.0% | 0.14% | -9.7% |
| CPRT | Buy | COPART INC | $684,000 | -8.7% | 6,065 | +1.7% | 0.14% | 0.0% |
| ACN | Buy | ACCENTURE PLC IRELAND | $677,000 | -17.1% | 2,453 | +1.7% | 0.14% | -9.3% |
| ORCL | Buy | ORACLE CORP | $656,000 | +25.0% | 9,148 | +41.0% | 0.13% | +36.1% |
| DHR | Buy | DANAHER CORPORATION | $643,000 | +12.2% | 2,474 | +29.2% | 0.13% | +22.6% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $641,000 | +12.7% | 1,675 | +31.1% | 0.13% | +22.9% |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $609,000 | -16.6% | 16,108 | +0.2% | 0.12% | -8.9% |
| CLTL | New | INVESCO EXCH TRADED FD TR IItreas colaterl | $609,000 | – | 5,770 | +100.0% | 0.12% | – |
| LLY | Buy | LILLY ELI & CO | $590,000 | +7.7% | 1,787 | +1.6% | 0.12% | +17.8% |
| WSM | New | WILLIAMS SONOMA INC | $590,000 | – | 4,871 | +100.0% | 0.12% | – |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $578,000 | -6.3% | 3,018 | +9.9% | 0.12% | +2.6% |
| XOM | Sell | EXXON MOBIL CORP | $571,000 | -14.6% | 6,857 | -11.0% | 0.12% | -6.5% |
| V | Buy | VISA INC | $533,000 | -5.5% | 2,649 | +1.9% | 0.11% | +3.8% |
| SAM | Buy | BOSTON BEER INCcl a | $493,000 | -16.3% | 1,609 | +3.1% | 0.10% | -8.3% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $491,000 | -10.6% | 213 | +3.9% | 0.10% | -2.0% |
| BDX | Buy | BECTON DICKINSON & CO | $478,000 | -9.8% | 1,942 | +0.8% | 0.10% | -2.0% |
| IJS | Buy | ISHARES TRsp smcp600vl etf | $449,000 | -8.6% | 5,084 | +2.9% | 0.09% | 0.0% |
| CSX | Buy | CSX CORP | $450,000 | -15.1% | 15,563 | +0.9% | 0.09% | -7.1% |
| ILMN | Buy | ILLUMINA INC | $452,000 | -42.1% | 2,315 | +7.5% | 0.09% | -36.8% |
| GEM | Buy | GOLDMAN SACHS ETF TRactivebeta eme | $433,000 | -10.5% | 14,869 | +3.9% | 0.09% | -2.2% |
| CVX | CHEVRON CORP NEW | $428,000 | -17.1% | 3,037 | 0.0% | 0.09% | -9.5% | |
| FDX | Buy | FEDEX CORP | $418,000 | +14.5% | 1,834 | +1.3% | 0.08% | +25.4% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $414,000 | -21.7% | 1 | 0.0% | 0.08% | -14.3% | |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $390,000 | -4.9% | 1,018 | +11.3% | 0.08% | +3.9% |
| FIBK | FIRST INTST BANCSYSTEM INC | $387,000 | +12.2% | 10,009 | 0.0% | 0.08% | +21.9% | |
| NOC | NORTHROP GRUMMAN CORP | $384,000 | +4.1% | 796 | 0.0% | 0.08% | +14.7% | |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $364,000 | -17.6% | 1,321 | +5.4% | 0.07% | -11.0% |
| AGCO | AGCO CORP | $343,000 | -29.9% | 3,600 | 0.0% | 0.07% | -23.3% | |
| MGK | Buy | VANGUARD WORLD FDmega grwth ind | $338,000 | +14.2% | 1,800 | +38.5% | 0.07% | +23.6% |
| DE | Buy | DEERE & CO | $339,000 | -28.0% | 1,173 | +4.1% | 0.07% | -21.8% |
| AM | Buy | ANTERO MIDSTREAM CORP | $332,000 | -14.4% | 37,216 | +4.5% | 0.07% | -6.9% |
| IAU | New | ISHARES GOLD TRishares new | $332,000 | – | 10,056 | +100.0% | 0.07% | – |
| FB | Sell | META PLATFORMS INCcl a | $331,000 | -27.7% | 1,947 | -5.4% | 0.07% | -20.2% |
| MMM | Buy | 3M CO | $329,000 | -13.2% | 2,532 | +0.2% | 0.07% | -5.7% |
| EMR | Buy | EMERSON ELEC CO | $322,000 | -15.0% | 4,040 | +0.9% | 0.06% | -7.1% |
| BAC | Buy | BK OF AMERICA CORP | $307,000 | -21.9% | 9,925 | +0.1% | 0.06% | -13.9% |
| GLD | SPDR GOLD TR | $306,000 | -10.8% | 1,889 | 0.0% | 0.06% | -1.6% | |
| CVS | Buy | CVS HEALTH CORP | $297,000 | -11.1% | 3,190 | +1.8% | 0.06% | -3.2% |
| NWN | Buy | NORTHWEST NAT HLDG CO | $282,000 | +3.7% | 5,316 | +0.6% | 0.06% | +14.0% |
| FISV | Buy | FISERV INC | $278,000 | -5.4% | 2,957 | +1.2% | 0.06% | +3.7% |
| TSLA | Sell | TESLA INC | $277,000 | -33.7% | 399 | -2.0% | 0.06% | -27.3% |
| MS | Buy | MORGAN STANLEY | $256,000 | -8.6% | 3,394 | +1.9% | 0.05% | 0.0% |
| IMTB | ISHARES TRcr 5 10 yr etf | $258,000 | -3.0% | 5,756 | 0.0% | 0.05% | +6.1% | |
| YUM | YUM BRANDS INC | $255,000 | -1.9% | 2,180 | 0.0% | 0.05% | +6.2% | |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $252,000 | -2.3% | 1,856 | +12.8% | 0.05% | +6.2% |
| WY | Buy | WEYERHAEUSER CO MTN BE | $251,000 | -11.6% | 7,400 | +1.0% | 0.05% | -1.9% |
| GBX | Sell | GREENBRIER COS INC | $247,000 | -24.7% | 7,391 | -0.8% | 0.05% | -16.7% |
| XLK | SELECT SECTOR SPDR TRtechnology | $237,000 | -14.7% | 1,824 | 0.0% | 0.05% | -5.9% | |
| DIS | Buy | DISNEY WALT CO | $232,000 | -24.9% | 2,413 | +2.9% | 0.05% | -17.5% |
| IWM | ISHARES TRrussell 2000 etf | $222,000 | -13.3% | 1,295 | 0.0% | 0.04% | -4.3% | |
| DVY | ISHARES TRselect divid etf | $215,000 | -9.3% | 1,839 | 0.0% | 0.04% | -2.3% | |
| SLV | ISHARES SILVER TRishares | $214,000 | -22.7% | 12,123 | 0.0% | 0.04% | -15.7% | |
| IJR | ISHARES TRcore s&p scp etf | $209,000 | -11.4% | 2,260 | 0.0% | 0.04% | -4.5% | |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $205,000 | -1.4% | 2,690 | +0.8% | 0.04% | +7.9% |
| AMAT | Buy | APPLIED MATLS INC | $205,000 | -26.8% | 2,365 | +1.3% | 0.04% | -21.2% |
| HEPA | Exit | HEPION PHARMACEUTICALS INC | $0 | – | -15,000 | -100.0% | -0.00% | – |
| UEC | Exit | URANIUM ENERGY CORP | $0 | – | -31,419 | -100.0% | -0.03% | – |
| LRCX | Exit | LAM RESEARCH CORP | $0 | – | -418 | -100.0% | -0.04% | – |
| NFLX | Exit | NETFLIX INC | $0 | – | -581 | -100.0% | -0.04% | – |
| VO | Exit | VANGUARD INDEX FDSmid cap etf | $0 | – | -916 | -100.0% | -0.04% | – |
| T | Exit | AT&T INC | $0 | – | -9,284 | -100.0% | -0.04% | – |
| ES | Exit | EVERSOURCE ENERGY | $0 | – | -2,527 | -100.0% | -0.04% | – |
| IWR | Exit | ISHARES TRrus mid cap etf | $0 | – | -3,045 | -100.0% | -0.04% | – |
| SHOP | Exit | SHOPIFY INCcl a | $0 | – | -403 | -100.0% | -0.04% | – |
| EFA | Exit | ISHARES TRmsci eafe etf | $0 | – | -3,374 | -100.0% | -0.04% | – |
| VCIT | Exit | VANGUARD SCOTTSDALE FDSint-term corp | $0 | – | -2,966 | -100.0% | -0.05% | – |
| ABNB | Exit | AIRBNB INC | $0 | – | -1,729 | -100.0% | -0.05% | – |
| FLR | Exit | FLUOR CORP NEW | $0 | – | -10,030 | -100.0% | -0.05% | – |
| CCJ | Exit | CAMECO CORP | $0 | – | -10,030 | -100.0% | -0.06% | – |
| IJH | Exit | ISHARES TRcore s&p mcp etf | $0 | – | -1,209 | -100.0% | -0.06% | – |
| UMPQ | Exit | UMPQUA HLDGS CORP | $0 | – | -18,907 | -100.0% | -0.06% | – |
| SQ | Exit | BLOCK INCcl a | $0 | – | -2,897 | -100.0% | -0.07% | – |
| CRWD | Exit | CROWDSTRIKE HLDGS INCcl a | $0 | – | -1,906 | -100.0% | -0.08% | – |
| ETSY | Exit | ETSY INC | $0 | – | -4,935 | -100.0% | -0.11% | – |
| CERN | Exit | CERNER CORP | $0 | – | -8,842 | -100.0% | -0.15% | – |
| PYPL | Exit | PAYPAL HLDGS INC | $0 | – | -7,495 | -100.0% | -0.15% | – |
| CFG | Exit | CITIZENS FINL GROUP INC | $0 | – | -159,681 | -100.0% | -1.23% | – |
| DHI | Exit | D R HORTON INC | $0 | – | -102,128 | -100.0% | -1.33% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-19
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.