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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 $759,837,347
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 135,063 $75,891,698 9.99%
2.
Apple Inc.
 AAPL 219,133 $48,676,073 6.41%
3.
Microsoft Corp
 MSFT 74,586 $27,998,909 3.68%
4.
Kla Corp
 KLAC 40,938 $27,829,535 3.66%
5.
Ishares Tr
 445,984 $27,552,910 3.63%
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%
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Returns since its inception in May 2014 (through February 19th, 2025)