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Home > Institutional Investor > Jgp Wealth Management, Llc > Profile

Instuitional Investor - Jgp Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Jgp Wealth Management, Llc
Portfolio Value $773,632,686
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 221,319 $55,422,621 7.16%
2.
Ishares Trust
 IEF 85,503 $50,334,112 6.5%
3.
Microsoft Corp
 MSFT 72,863 $30,711,672 3.96%
4.
Ishares Trust
 IEF 213,403 $27,447,924 3.54%
5.
Kla Corp
 KLAC 40,670 $25,626,829 3.31%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)