CIK 1748278
JGP Wealth Management, LLC
Institutional 13F holdings & portfolio
Holdings
235
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 235
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ABBV | ABBVIE INC | 17K | $1M+ | SH |
| IAGG | ISHARES TR | 77K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 4K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 5K | $1M+ | SH |
| MBB | ISHARES TR | 38K | $1M+ | SH |
| SYK | STRYKER CORPORATION | 10K | $1M+ | SH |
| IEMG | ISHARES INC | 52K | $1M+ | SH |
| PPG | PPG INDS INC | 34K | $1M+ | SH |
| ORCL | ORACLE CORP | 18K | $1M+ | SH |
| QQQM | INVESCO EXCH TRADED FD TR II | 13K | $1M+ | SH |
| IDEV | ISHARES TR | 39K | $1M+ | SH |
| IEFA | ISHARES TR | 32K | $1M+ | SH |
| TPL | TEXAS PACIFIC LAND CORPORATI | 10K | $1M+ | SH |
| SLQD | ISHARES TR | 56K | $1M+ | SH |
| GOOG | ALPHABET INC | 8K | $1M+ | SH |
| POOL | POOL CORP | 10K | $1M+ | SH |
| IXUS | ISHARES TR | 27K | $1M+ | SH |
| MCD | MCDONALDS CORP | 7K | $1M+ | SH |
| CMI | CUMMINS INC | 4K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 17K | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP | 4K | $1M+ | SH |
| WM | WASTE MGMT INC DEL | 9K | $1M+ | SH |
| LLY | ELI LILLY & CO | 2K | $1M+ | SH |
| TSLA | TESLA INC | 4K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 5K | $1M+ | SH |
| TXN | TEXAS INSTRS INC | 10K | $1M+ | SH |
| KO | COCA COLA CO | 24K | $1M+ | SH |
| V | VISA INC | 5K | $1M+ | SH |
| DCI | DONALDSON INC | 19K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 9K | $1M+ | SH |
| PSA | PUBLIC STORAGE OPER CO | 6K | $1M+ | SH |
| META | META PLATFORMS INC | 2K | $1M+ | SH |
| DE | DEERE & CO | 3K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 10K | $1M+ | SH |
| DOV | DOVER CORP | 7K | $1M+ | SH |
| ILCG | ISHARES TR | 14K | $1M+ | SH |
| USIG | ISHARES TR | 27K | $1M+ | SH |
| MRK | MERCK & CO INC | 13K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 2K | $1M+ | SH |
| OMC | OMNICOM GROUP INC | 16K | $1M+ | SH |
| STIP | ISHARES TR | 13K | $1M+ | SH |
| PKG | PACKAGING CORP AMER | 6K | $1M+ | SH |
| AEP | AMERICAN ELEC PWR CO INC | 11K | $1M+ | SH |
| CSCO | CISCO SYS INC | 17K | $1M+ | SH |
| AVGO | BROADCOM INC | 4K | $1M+ | SH |
| EWJ | ISHARES INC | 15K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 6K | $1M+ | SH |
| ISRG | INTUITIVE SURGICAL INC | 2K | $1M+ | SH |
| FTNT | FORTINET INC | 15K | $1M+ | SH |