Fund Holdings — JGP Wealth Management, LLC

Total Portfolio Value
$773.63M
Total Bought
$75.04M
Total Sold
$27.51M
Net Transaction
+$47.53M
Filing Period:
Securities
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SharesValue ($K)
Q3 2024
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Q4 2024
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Change
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Q3 2024
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Q4 2024
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Weight (%)
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Change
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ISHARES TR57,03985,503+28,46432,90150,3346.51%+17,433
APPLE INC(AAPL)219,895221,319+1,42451,23555,4237.16%+4,187
PPG INDS INC(PPG)033,903+33,90304,0500.52%+4,050
JPMORGAN CHASE & CO.(JPM)91,75692,387+63119,34822,1462.86%+2,798
ISHARES TR202,792213,403+10,61125,47527,4483.55%+1,973
WALMART INC(WMT)129,318130,253+93510,44211,7681.52%+1,326
AUTOMATIC DATA PROCESSING IN68,35568,760+40518,91620,1282.60%+1,212
AMAZON COM INC(AMZN)22,61323,405+7924,2135,1350.66%+921
PNC FINL SVCS GROUP INC(PNC)100,967101,271+30418,66419,5302.52%+866
ISHARES TR12,86021,267+8,4071,3022,0610.27%+758
BERKSHIRE HATHAWAY INC DEL1,8933,573+1,6808711,6200.21%+748
PAYCHEX INC(PAYX)94,81195,431+62012,72313,3811.73%+659
TESLA INC(TSLA)3,8523,999+1471,0081,6150.21%+607
FACTSET RESH SYS INC(FDS)20,54820,813+2659,4499,9961.29%+547
NVIDIA CORPORATION(NVDA)37,91138,198+2874,6045,1300.66%+526
INTUIT(INTU)22,74323,220+47714,12314,5941.89%+470
ISHARES TR
MSCI INTL QUALTY
011,607+11,60704310.06%+431
ALPHABET INC(GOOG)14,53814,971+4332,4112,8340.37%+423
ISHARES TR
MSCI USA QLT FCT
02,151+2,15103830.05%+383
ISHARES TR9,90614,636+4,7308241,2000.16%+376
PALANTIR TECHNOLOGIES INC(PLTR)7,3578,380+1,0232746340.08%+360
ISHARES U S ETF TR
SHOR DURA BD ETF
14,55021,189+6,6397461,0700.14%+325
VANGUARD INDEX FDS4,0785,049+9711,1551,4630.19%+309
ISHARES TR7,89611,591+3,6957561,0630.14%+306
ISHARES TR03,394+3,39403000.04%+300
WILLIAMS SONOMA INC(WSM)9,6399,651+121,4931,7870.23%+294
ISHARES TR
MSCI USA VALUE
02,769+2,76902920.04%+292
FORTINET INC(FTNT)16,03516,089+541,2441,5200.20%+277
ISHARES TR
0-5YR INVT GR CP
12,34717,984+5,6376238950.12%+272
MATTHEWS ASIA FDS09,195+9,19502660.03%+266
VISA INC(V)3,4053,762+3579361,1890.15%+253
WELLS FARGO CO NEW(WFC)03,533+3,53302480.03%+248
BROADCOM INC(AVGO)2,8603,163+3034937330.09%+240
GRAINGER W W INC(GWW)14,08214,100+1814,62914,8621.92%+234
ISHARES TR02,507+2,50702250.03%+225
SERVICE CORP INTL(SCI)116,132117,545+1,4139,1669,3821.21%+216
ISHARES TR
CORE 1 5 YR USD
113,976120,606+6,6305,5485,7610.74%+213
FISERV INC(FISV)8,0848,106+221,4521,6650.22%+213
DISNEY WALT CO(DIS)01,878+1,87802090.03%+209
IDACORP INC(IDA)01,888+1,88802060.03%+206
ISHARES TR01,293+1,29302060.03%+206
TAIWAN SEMICONDUCTOR MFG LTD(TSM)2,3893,083+6944156090.08%+194
ISHARES TR3,6255,271+1,6464246070.08%+183
SNAP ON INC(SNA)3,2063,247+419291,1020.14%+173
WEST PHARMACEUTICAL SVSC INC(WST)2,1042,407+3036327880.10%+157
CADENCE DESIGN SYSTEM INC(CDNS)2,6242,874+2507118640.11%+152
NETFLIX INC(NFLX)811816+55757270.09%+152
CHURCH & DWIGHT CO INC(CHD)72,10173,371+1,2707,5507,6830.99%+132
SHOPIFY INC(SHOP)5,0065,00604015320.07%+131
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
4,5674,932+3659171,0380.13%+121
ISHARES TR
CORE MSCI TOTAL
5,6127,972+2,3604085270.07%+120
COPART INC(CPRT)19,92420,163+2391,0441,1570.15%+113
ISHARES TR
0-5 YR TIPS ETF
2,8253,958+1,1332863980.05%+112
CISCO SYS INC(CSCO)20,70720,473-2341,1021,2120.16%+110
COSTCO WHSL CORP NEW(COST)3,7723,769-33,3443,4540.45%+109
SALESFORCE INC(CRM)9941,116+1222723730.05%+101
ALPHABET INC(GOOG)4,9274,840-878249220.12%+98
ASML HOLDING N V
N Y REGISTRY SHS
378588+2103154080.05%+93
ISHARES INC
CORE MSCI EMKT
37,27342,738+5,4652,1402,2320.29%+92
BOEING CO(BA)1,3981,691+2932132990.04%+87
INTUITIVE SURGICAL INC2,0512,095+441,0081,0940.14%+86
DEERE & CO(DE)3,0123,158+1461,2571,3380.17%+81
META PLATFORMS INC(META)1,4701,575+1058419220.12%+81
CUMMINS INC(CMI)3,7733,732-411,2221,3010.17%+79
ABBOTT LABS91,03992,423+1,38410,37910,4541.35%+75
M & T BK CORP(MTB)7,1647,146-181,2761,3430.17%+67
MORGAN STANLEY(MS)3,4503,396-543604270.06%+67
EMERSON ELEC CO(EMR)3,9593,956-34334900.06%+57
PACKAGING CORP AMER(PKG)6,9366,875-611,4941,5480.20%+54
ISHARES TR
CORE DIV GRWTH
273,106279,934+6,82817,12117,1712.22%+50
HENRY JACK & ASSOC INC(JKHY)54,05254,716+6649,5429,5921.24%+49
SPDR S&P 500 ETF TR(SPY)2,7422,762+201,5731,6180.21%+45
INVESCO QQQ TR1,4731,491+187197620.10%+43
ELECTRONIC ARTS INC6,0306,197+1678659070.12%+42
VANGUARD INDEX FDS540606+662853270.04%+42
ISHARES TR5,8965,957+615656050.08%+40
VANGUARD INDEX FDS628676+482412770.04%+36
ISHARES TR
CORE INTL AGGR
56,13658,974+2,8382,9092,9440.38%+35
VANGUARD WORLD FD1,6201,62005225560.07%+35
US BANCORP DEL(USB)18,97018,778-1928678980.12%+31
BANK AMERICA CORP11,56110,984-5774594830.06%+24
ISHARES TR88588503323550.05%+23
ISHARES TR
U S EQUITY FACTR
4,4404,696+2562612830.04%+22
AMERICAN EXPRESS CO(AXP)864861-32342560.03%+21
PALO ALTO NETWORKS INC(PANW)6531,334+6812232430.03%+20
KROGER CO(KR)4,1154,11502362520.03%+16
ACCENTURE PLC IRELAND
SHS CLASS A
2,7902,848+589861,0020.13%+16
ISHARES TR4,4824,728+2462792950.04%+15
FEDEX CORP(FDX)1,8141,81404965100.07%+14
VANGUARD INTL EQUITY INDEX F7,5958,571+9764784920.06%+14
ISHARES TR
ESG MSCI LEADR
2,7222,808+862762890.04%+13
SELECT SECTOR SPDR TR
ST STR TECHN ETF
1,8301,83004134260.06%+12
VANGUARD INDEX FDS1,5271,556+293623740.05%+12
INTERNATIONAL BUSINESS MACHS(IBM)1,3641,419+553013120.04%+10
ISHARES TR77,54779,851+2,30410,47410,4841.36%+9
FLUOR CORP NEW(FLR)5,3135,31302532620.03%+9
WISDOMTREE INC(WT)11,82811,82801181240.02%+6
CHEVRON CORP NEW(CVX)5,8245,947+1238588610.11%+4
SMARTRENT INC(SMRT)40,00040,000069700.01%+1
STRYKER CORPORATION(SYK)10,43710,474+373,7713,7710.49%0
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JGP Wealth Management, LLC — 13F Holdings — Q4 2024 | TickerTrail