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 151–200 of 235
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IBM | INTERNATIONAL BUSINESS MACHS | 2K | $500K+ | SH |
| EXG | EATON VANCE TAX-MANAGED GLOB | 53K | $500K+ | SH |
| GLD | SPDR GOLD TR | 1K | $100K–$500K | SH |
| NOC | NORTHROP GRUMMAN CORP | 863 | $100K–$500K | SH |
| MS | MORGAN STANLEY | 3K | $100K–$500K | SH |
| EVT | EATON VANCE TAX ADVT DIV INC | 19K | $100K–$500K | SH |
| FDVV | FIDELITY COVINGTON TRUST | 8K | $100K–$500K | SH |
| QCOM | QUALCOMM INC | 3K | $100K–$500K | SH |
| IWR | ISHARES TR | 5K | $100K–$500K | SH |
| YUM | YUM BRANDS INC | 3K | $100K–$500K | SH |
| CAT | CATERPILLAR INC | 731 | $100K–$500K | SH |
| EWY | ISHARES INC | 4K | $100K–$500K | SH |
| IWF | ISHARES TR | 868 | $100K–$500K | SH |
| SNY | SANOFI SA | 8K | $100K–$500K | SH |
| INDA | ISHARES TR | 7K | $100K–$500K | SH |
| MMM | 3M CO | 2K | $100K–$500K | SH |
| BA | BOEING CO | 2K | $100K–$500K | SH |
| GE | GE AEROSPACE | 1K | $100K–$500K | SH |
| BDX | BECTON DICKINSON & CO | 2K | $100K–$500K | SH |
| VLUE | ISHARES TR | 3K | $100K–$500K | SH |
| WFC | WELLS FARGO CO NEW | 4K | $100K–$500K | SH |
| AGCO | AGCO CORP | 4K | $100K–$500K | SH |
| NSC | NORFOLK SOUTHN CORP | 1K | $100K–$500K | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 7K | $100K–$500K | SH |
| MU | MICRON TECHNOLOGY INC | 1K | $100K–$500K | SH |
| AXP | AMERICAN EXPRESS CO | 918 | $100K–$500K | SH |
| EFA | ISHARES TR | 3K | $100K–$500K | SH |
| NVS | NOVARTIS AG | 2K | $100K–$500K | SH |
| NUBD | NUSHARES ETF TR | 15K | $100K–$500K | SH |
| MKL | MARKEL GROUP INC | 152 | $100K–$500K | SH |
| ADBE | ADOBE INC | 932 | $100K–$500K | SH |
| VSS | VANGUARD INTL EQUITY INDEX F | 2K | $100K–$500K | SH |
| NULG | NUSHARES ETF TR | 3K | $100K–$500K | SH |
| EWG | ISHARES INC | 7K | $100K–$500K | SH |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 1K | $100K–$500K | SH |
| GS | GOLDMAN SACHS GROUP INC | 349 | $100K–$500K | SH |
| SMLF | ISHARES TR | 4K | $100K–$500K | SH |
| CRM | SALESFORCE INC | 1K | $100K–$500K | SH |
| BND | VANGUARD BD INDEX FDS | 4K | $100K–$500K | SH |
| TOUS | T ROWE PRICE ETF INC | 9K | $100K–$500K | SH |
| CEG | CONSTELLATION ENERGY CORP | 835 | $100K–$500K | SH |
| APP | APPLOVIN CORP | 436 | $100K–$500K | SH |
| CVS | CVS HEALTH CORP | 4K | $100K–$500K | SH |
| ADSK | AUTODESK INC | 953 | $100K–$500K | SH |
| PANW | PALO ALTO NETWORKS INC | 1K | $100K–$500K | SH |
| NULV | NUSHARES ETF TR | 6K | $100K–$500K | SH |
| WT | WISDOMTREE INC | 22K | $100K–$500K | SH |
| BLDR | BUILDERS FIRSTSOURCE INC | 3K | $100K–$500K | SH |
| ESGD | ISHARES TR | 3K | $100K–$500K | SH |
| WEC | WEC ENERGY GROUP INC | 3K | $100K–$500K | SH |