Fund HoldingsJGP Wealth Management, LLC

Total Portfolio Value
$773.63M
Total Bought
$75.79M
Total Sold
$28.26M
Net Transaction
+$47.53M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
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
ISHARES U S ETF TR
SHOR DURA BD ETF
021,189+21,18901,0700.14%+1,070
AMAZON COM INC(AMZN)023,405+23,40505,1350.66%+5,135
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)038,198+38,19805,1300.66%+5,130
INTUIT(INTU)023,220+23,220014,5941.89%+14,594
ISHARES TR
MSCI INTL QUALTY
011,607+11,60704310.06%+431
ALPHABET INC(GOOG)014,971+14,97102,8340.37%+2,834
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
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)03,083+3,08306090.08%+609
ISHARES TR3,6255,271+1,6464246070.08%+183
SNAP ON INC(SNA)3,2063,247+419291,1020.14%+173
WEST PHARMACEUTICAL SVSC INC(WST)02,407+2,40707880.10%+788
CADENCE DESIGN SYSTEM INC(CDNS)02,874+2,87408640.11%+864
NETFLIX INC(NFLX)0816+81607270.09%+727
CHURCH & DWIGHT CO INC(CHD)72,10173,371+1,2707,5507,6830.99%+132
SHOPIFY INC(SHOP)05,006+5,00605320.07%+532
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
04,932+4,93201,0380.13%+1,038
ISHARES TR
CORE MSCI TOTAL
07,972+7,97205270.07%+527
COPART INC(CPRT)020,163+20,16301,1570.15%+1,157
ISHARES TR
0-5 YR TIPS ETF
03,958+3,95803980.05%+398
CISCO SYS INC(CSCO)020,473+20,47301,2120.16%+1,212
COSTCO WHSL CORP NEW(COST)3,7723,769-33,3443,4540.45%+109
SALESFORCE INC(CRM)01,116+1,11603730.05%+373
ALPHABET INC(GOOG)04,840+4,84009220.12%+922
ASML HOLDING N V
N Y REGISTRY SHS
0588+58804080.05%+408
ISHARES INC
CORE MSCI EMKT
37,27342,738+5,4652,1402,2320.29%+92
BOEING CO(BA)01,691+1,69102990.04%+299
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)03,396+3,39604270.06%+427
EMERSON ELEC CO(EMR)03,956+3,95604900.06%+490
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 TR01,491+1,49107620.10%+762
ELECTRONIC ARTS INC(EA)06,197+6,19709070.12%+907
VANGUARD INDEX FDS0606+60603270.04%+327
ISHARES TR05,957+5,95706050.08%+605
VANGUARD INDEX FDS628676+482412770.04%+36
ISHARES TR
CORE INTL AGGR
56,13658,974+2,8382,9092,9440.38%+35
VANGUARD WORLD FD01,620+1,62005560.07%+556
US BANCORP DEL(USB)18,97018,778-1928678980.12%+31
BANK AMERICA CORP010,984+10,98404830.06%+483
ISHARES TR0885+88503550.05%+355
ISHARES TR
U S EQUITY FACTR
04,696+4,69602830.04%+283
AMERICAN EXPRESS CO(AXP)864861-32342560.03%+21
PALO ALTO NETWORKS INC(PANW)01,334+1,33402430.03%+243
KROGER CO(KR)04,115+4,11502520.03%+252
ACCENTURE PLC IRELAND
SHS CLASS A
2,7902,848+589861,0020.13%+16
ISHARES TR04,728+4,72802950.04%+295
FEDEX CORP(FDX)01,814+1,81405100.07%+510
VANGUARD INTL EQUITY INDEX F08,571+8,57104920.06%+492
ISHARES TR
ESG MSCI LEADR
02,808+2,80802890.04%+289
SELECT SECTOR SPDR TR
ST STR TECHN ETF
01,830+1,83004260.06%+426
VANGUARD INDEX FDS01,556+1,55603740.05%+374
INTERNATIONAL BUSINESS MACHS(IBM)01,419+1,41903120.04%+312
ISHARES TR77,54779,851+2,30410,47410,4841.36%+9
FLUOR CORP NEW(FLR)05,313+5,31302620.03%+262
WISDOMTREE INC(WT)11,82811,82801181240.02%+6
CHEVRON CORP NEW(CVX)05,947+5,94708610.11%+861
SMARTRENT INC040,000+40,0000700.01%+70
STRYKER CORPORATION(SYK)10,43710,474+373,7713,7710.49%0
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