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 201–235 of 235
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| EWA | ISHARES INC | 10K | $100K–$500K | SH |
| GEV | GE VERNOVA INC | 391 | $100K–$500K | SH |
| IMTB | ISHARES TR | 6K | $100K–$500K | SH |
| DLN | WISDOMTREE TR | 3K | $100K–$500K | SH |
| EWU | ISHARES TR | 6K | $100K–$500K | SH |
| BK | BANK NEW YORK MELLON CORP | 2K | $100K–$500K | SH |
| TJX | TJX COS INC NEW | 2K | $100K–$500K | SH |
| IDA | IDACORP INC | 2K | $100K–$500K | SH |
| EWC | ISHARES INC | 4K | $100K–$500K | SH |
| AMD | ADVANCED MICRO DEVICES INC | 1K | $100K–$500K | SH |
| VXF | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| IYW | ISHARES TR | 1K | $100K–$500K | SH |
| FLR | FLUOR CORP NEW | 6K | $100K–$500K | SH |
| COF | CAPITAL ONE FINL CORP | 956 | $100K–$500K | SH |
| F | FORD MTR CO | 18K | $100K–$500K | SH |
| SPEM | SPDR INDEX SHS FDS | 5K | $100K–$500K | SH |
| TTE | TOTALENERGIES SE | 4K | $100K–$500K | SH |
| CGMM | CAPITAL GROUP EQUITY ETF TR | 8K | $100K–$500K | SH |
| GGN | GAMCO GLOBAL GOLD NAT RES & | 43K | $100K–$500K | SH |
| EFG | ISHARES TR | 2K | $100K–$500K | SH |
| C | CITIGROUP INC | 2K | $100K–$500K | SH |
| TRV | TRAVELERS COMPANIES INC | 763 | $100K–$500K | SH |
| LIN | LINDE PLC | 517 | $100K–$500K | SH |
| VOOG | VANGUARD ADMIRAL FDS INC | 483 | $100K–$500K | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 454 | $100K–$500K | SH |
| SCHF | SCHWAB STRATEGIC TR | 9K | $100K–$500K | SH |
| KMB | KIMBERLY-CLARK CORP | 2K | $100K–$500K | SH |
| GILD | GILEAD SCIENCES INC | 2K | $100K–$500K | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 3K | $100K–$500K | SH |
| IUSB | ISHARES TR | 4K | $100K–$500K | SH |
| FISV | FISERV INC | 3K | $100K–$500K | SH |
| BLK | BLACKROCK INC | 188 | $100K–$500K | SH |
| BSX | BOSTON SCIENTIFIC CORP | 2K | $100K–$500K | SH |
| NOK | NOKIA CORP | 15K | $50K–$100K | SH |
| FLUX | FLUX PWR HLDGS INC | 58K | $50K–$100K | SH |