Jgp Wealth Management
$1.1B 13F equity value
242 Holdings
Latest filing 2026-06-30
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES TR | 214,133 | $160M | 14.4% |
| KLAC | KLA CORP | 346,796 | $105M | 9.4% |
| AAPL | APPLE INC | 232,818 | $67M | 6.0% |
| DGRO | ISHARES TR | 752,651 | $57M | 5.1% |
| ITOT | ISHARES TR | 306,602 | $50M | 4.5% |
| MSFT | MICROSOFT CORP | 87,309 | $33M | 2.9% |
| ADI | ANALOG DEVICES INC | 75,458 | $30M | 2.7% |
| JPM | JPMORGAN CHASE & CO | 81,331 | $27M | 2.4% |
| PNC | PNC FINL SVCS GROUP INC | 84,568 | $21M | 1.9% |
| GWW | WW GRAINGER INC | 14,195 | $19M | 1.7% |
Track Jgp Wealth Management's 13F portfolio: $1.1B in reported holdings, 242 positions. Top holdings and quarterly changes on SentiSense.
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