Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Jgp Wealth Management, Llc > Profile

Instuitional Investor - Jgp Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Jgp Wealth Management, Llc
Portfolio Value $825,243,187
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 130,627 $81,106,322 9.83%
2.
Apple Inc.
 AAPL 218,480 $44,825,454 5.43%
3.
Microsoft Corp
 MSFT 75,750 $37,678,876 4.57%
4.
Kla Corp
 KLAC 41,306 $36,999,495 4.48%
5.
Ishares Trust
 IEF 263,582 $35,594,118 4.31%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)