Fund HoldingsJGP Wealth Management, LLC

Total Portfolio Value
$776.82M
Total Bought
$66.05M
Total Sold
$27.43M
Net Transaction
+$38.62M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
APPLE INC(AAPL)208,950219,895+10,94544,00951,2356.60%+7,226
ISHARES TR48,01657,039+9,02326,27632,9014.24%+6,626
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
067,851+67,85103,4430.44%+3,443
PNC FINL SVCS GROUP INC(PNC)0100,967+100,967018,6642.40%+18,664
LENNAR CORP(LEN)078,062+78,062014,6351.88%+14,635
LOWES COS INC(LOW)053,646+53,646014,5301.87%+14,530
AUTOMATIC DATA PROCESSING IN068,355+68,355018,9162.44%+18,916
NEXTERA ENERGY INC(NEE)176,449175,596-85312,49414,8431.91%+2,349
AFLAC INC(AFL)101,561101,271-2909,07011,3221.46%+2,252
AIR PRODS & CHEMS INC44,73845,638+90011,54513,5881.75%+2,044
ISHARES TR197,623202,792+5,16923,47425,4753.28%+2,001
GRAINGER W W INC(GWW)014,082+14,082014,6291.88%+14,629
INTERCONTINENTAL EXCHANGE IN(ICE)77,27977,743+46410,57912,4891.61%+1,910
RTX CORPORATION(RTX)94,32193,833-4889,46911,3691.46%+1,900
ISHARES TR
CORE DIV GRWTH
266,005273,106+7,10115,32517,1212.20%+1,796
QUEST DIAGNOSTICS INC(DGX)99,15898,457-70113,57315,2851.97%+1,713
WALMART INC(WMT)129,262129,318+568,75210,4421.34%+1,690
NIKE INC(NKE)0107,934+107,93409,5411.23%+9,541
PAYCHEX INC(PAYX)094,811+94,811012,7231.64%+12,723
POOL CORP(POOL)032,440+32,440012,2231.57%+12,223
ISHARES TR077,547+77,547010,4741.35%+10,474
ABBOTT LABS091,039+91,039010,3791.34%+10,379
MEDTRONIC PLC(MDT)082,201+82,20107,4010.95%+7,401
FACTSET RESH SYS INC(FDS)020,548+20,54809,4491.22%+9,449
ILLINOIS TOOL WKS INC(ITW)040,768+40,768010,6841.38%+10,684
SPDR S&P 500 ETF TR(SPY)8752,742+1,8674761,5730.20%+1,097
SERVICE CORP INTL(SCI)0116,132+116,13209,1661.18%+9,166
TRACTOR SUPPLY CO(TSCO)52,58652,230-35614,19815,1951.96%+997
VANGUARD INTL EQUITY INDEX F77,81880,204+2,3869,14310,1031.30%+960
AUTODESK INC03,265+3,26508990.12%+899
DIMENSIONAL ETF TRUST
EMERGING MKTS CO
372,405380,580+8,1759,95410,7131.38%+759
EXXON MOBIL CORP10,19016,109+5,9191,1731,8880.24%+715
HOME DEPOT INC(HD)011,064+11,06404,4830.58%+4,483
CDW CORP(CDW)048,799+48,799011,0431.42%+11,043
AMGEN INC(AMGN)52,33252,856+52416,35117,0312.19%+680
JPMORGAN CHASE & CO.(JPM)92,30191,756-54518,66919,3482.49%+679
ORACLE CORP(ORCL)18,36018,862+5022,5923,2140.41%+622
L3HARRIS TECHNOLOGIES INC(LHX)43,11143,309+1989,68210,3021.33%+620
PUBLIC STORAGE OPER CO(PSA)07,579+7,57902,7580.36%+2,758
PROCTER AND GAMBLE CO(PG)50,13150,814+6838,2688,8011.13%+533
HENRY JACK & ASSOC INC(JKHY)054,052+54,05209,5421.23%+9,542
ANALOG DEVICES INC(ADI)74,83976,099+1,26017,08317,5162.25%+433
LOCKHEED MARTIN CORP(LMT)3,9823,920-621,8602,2920.29%+432
ABBVIE INC(ABBV)017,669+17,66903,4890.45%+3,489
PEPSICO INC(PEP)044,719+44,71907,6040.98%+7,604
ISHARES TR
CORE MSCI EAFE
49,60851,097+1,4893,6043,9880.51%+385
MCDONALDS CORP(MCD)07,540+7,54002,2960.30%+2,296
ISHARES INC
CORE MSCI EMKT
33,67037,273+3,6031,8022,1400.28%+337
FORTINET INC(FTNT)016,035+16,03501,2440.16%+1,244
FISERV INC(FISV)08,084+8,08401,4520.19%+1,452
BERKSHIRE HATHAWAY INC DEL01,893+1,89308710.11%+871
3M CO(MMM)8,3348,354+208521,1420.15%+290
SHERWIN WILLIAMS CO(SHW)03,153+3,15301,2040.15%+1,204
PALANTIR TECHNOLOGIES INC(PLTR)07,357+7,35702740.04%+274
OMNICOM GROUP INC(OMC)021,757+21,75702,2490.29%+2,249
ISHARES TR10,64712,860+2,2131,0341,3020.17%+269
ISHARES TR
CORE 1 5 YR USD
111,633113,976+2,3435,2885,5480.71%+260
TESLA INC(TSLA)3,8223,852+307561,0080.13%+251
RESMED INC(RMD)3,9274,109+1827521,0030.13%+251
BUILDERS FIRSTSOURCE INC(BLDR)04,498+4,49808720.11%+872
VANGUARD INDEX FDS0628+62802410.03%+241
AMERICAN EXPRESS CO(AXP)0864+86402340.03%+234
WEYERHAEUSER CO MTN BE(WY)06,751+6,75102290.03%+229
STARBUCKS CORP(SBUX)010,684+10,68401,0420.13%+1,042
LINDE PLC(LIN)0462+46202200.03%+220
CONSTELLATION ENERGY CORP(CEG)0812+81202110.03%+211
SPDR INDEX SHS FDS
ST PORT MARK ETF
04,940+4,94002040.03%+204
ADVANCED MICRO DEVICES INC(AMD)01,236+1,23602030.03%+203
MCCORMICK & CO INC(MKC)017,566+17,56601,4460.19%+1,446
ACCENTURE PLC IRELAND
SHS CLASS A
02,790+2,79009860.13%+986
COSTCO WHSL CORP NEW(COST)3,7103,772+623,1543,3440.43%+191
PACKAGING CORP AMER(PKG)06,936+6,93601,4940.19%+1,494
HUBBELL INC(HUBB)02,084+2,08408930.11%+893
STRYKER CORPORATION(SYK)010,437+10,43703,7710.49%+3,771
M & T BK CORP(MTB)07,164+7,16401,2760.16%+1,276
AMERICAN ELEC PWR CO INC014,350+14,35001,4720.19%+1,472
DANAHER CORPORATION(DHR)3,0683,355+2877679330.12%+166
ISHARES TR
CORE INTL AGGR
54,97756,136+1,1592,7442,9090.37%+165
COCA COLA CO(KO)22,96022,626-3341,4611,6260.21%+165
ISHARES TR8,0819,906+1,8256608240.11%+164
DEERE & CO(DE)03,012+3,01201,2570.16%+1,257
CHURCH & DWIGHT CO INC(CHD)71,28672,101+8157,3917,5500.97%+160
TARGET CORP(TGT)016,375+16,37502,5520.33%+2,552
VANGUARD INDEX FDS3,7434,078+3351,0011,1550.15%+153
WILLIAMS SONOMA INC(WSM)09,639+9,63901,4930.19%+1,493
TEXAS INSTRS INC(TXN)015,547+15,54703,2120.41%+3,212
META PLATFORMS INC(META)1,3891,470+817008410.11%+141
US BANCORP DEL(USB)018,970+18,97008670.11%+867
INTUITIVE SURGICAL INC1,9672,051+848751,0080.13%+133
ISHARES TR6,7977,896+1,0996247560.10%+132
SNAP ON INC(SNA)03,206+3,20609290.12%+929
CUMMINS INC(CMI)03,773+3,77301,2220.16%+1,222
WISDOMTREE INC(WT)011,828+11,82801180.02%+118
MARSH & MCLENNAN COS INC(MRSH)4,5014,755+2549481,0610.14%+112
BROADCOM INC(AVGO)02,860+2,86004930.06%+493
UNITEDHEALTH GROUP INC(UNH)749840+913814910.06%+110
ISHARES TR03,625+3,62504240.05%+424
ISHARES TR
0-5YR INVT GR CP
10,74912,347+1,5985296230.08%+93
VISA INC(V)03,405+3,40509360.12%+936
BALL CORP014,648+14,64809950.13%+995
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