JGP Wealth Management, LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationbend, OR
- CIK0001748278
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
180 | $773.63M | AAPL, IVV, MSFT, ITOT | 13F-HR | Jan 14, 2025 | 000108514625000202 | ||
178 | $776.83M | AAPL, IVV, KLAC, MSFT | 13F-HR | Oct 9, 2024 | 000108514624004751 | ||
168 | $701.10M | AAPL, KLAC, MSFT, IVV | 13F-HR | Jul 12, 2024 | 000108514624002903 | ||
164 | $688.78M | AAPL, MSFT, KLAC, ITOT | 13F-HR | Apr 24, 2024 | 000108514624001984 | ||
166 | $673.53M | AAPL, MSFT, KLAC, ITOT | 13F-HR | Jan 10, 2024 | 000108514624000165 | ||
152 | $596.23M | AAPL, MSFT, KLAC, AUDP | 13F-HR | Oct 19, 2023 | 000108514623003799 | ||
149 | $611.81M | AAPL, MSFT, KLAC, AUDP | 13F-HR | Aug 10, 2023 | 000108514623003212 | ||
149 | $570.07M | AAPL, MSFT, KLAC, AUDP | 13F-HR | Apr 14, 2023 | 000108514623001689 | ||
145 | $544.28M | AAPL, MSFT, KLAC, AUDP | 13F-HR | Feb 10, 2023 | 000108514623000960 | ||
142 | $475.46M | AAPL, MSFT, AUDP, KLAC | 13F-HR | Oct 14, 2022 | 000108514622003421 | ||
142 | $495.46M | AAPL, MSFT, AUDP, KLAC | 13F-HR | Jul 19, 2022 | 000108514622002447 | ||
159 | $542.20M | AAPL, MSFT, AUDP, KLAC | 13F-HR | Apr 20, 2022 | 000108514622001453 | ||
159 | $537.11M | AAPL, KLAC, MSFT, NKE | 13F-HR | Jan 18, 2022 | 000108514622000140 | ||
155 | $462.82M | AAPL, KLAC, MSFT, NKE | 13F-HR | Oct 13, 2021 | 000108514621002762 | ||
155 | $465.03M | AAPL, KLAC, NKE, MSFT | 13F-HR | Aug 12, 2021 | 000108514621002389 | ||
149 | $446.28M | IGM, AAPL, SPY, MSFT | 13F-HR | Apr 28, 2021 | 000108514621001345 | ||
143 | $431.56M | IGM, AAPL, SPY, MSFT | 13F-HR | Feb 10, 2021 | 000108514621000567 | ||
133 | $376.59M | IGM, AAPL, SPY, MSFT | 13F-HR | Oct 13, 2020 | 000108514620002480 | ||
124 | $340.04M | IGM, AAPL, SPY, MSFT | 13F-HR | Jul 13, 2020 | 000108514620001763 | ||
121 | $282.18M | IGM, AAPL, MSFT, NKE | 13F-HR | Apr 14, 2020 | 000108514620001107 | ||
133 | $338.32M | AAPL, LQD, SPY, MSFT | 13F-HR | Jan 9, 2020 | 000108514620000057 | ||
129 | $288.48M | LQD, AAPL, SPY, MSFT | 13F-HR | Oct 24, 2019 | 000108514619002632 | ||
127 | $282.24M | LQD, AAPL, MSFT, CSCO | 13F-HR | Jul 15, 2019 | 000108514619001883 | ||
121 | $264.07M | LQD, AAPL, MSFT, CSCO | 13F-HR | May 13, 2019 | 000108514619001447 | ||
117 | $241.78M | EFA, LQD, AAPL, DEM | 13F-HR | Jan 17, 2019 | 000108514619000182 | ||
117 | $249.93M | DEM, LQD, MSFT, AAPL | 13F-HR | Nov 27, 2018 | 000108514618002811 | ||
117 | $239.64M | DEM, LQD, MSFT, AAPL | 13F-HR | Aug 10, 2018 | 000108514618001979 |