JGP Wealth Management, LLC - Portfolio overview

JGP Wealth Management, LLC has 246 reported holdings in this dataset, with the latest filing dated 2026-04-08.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 12.55%
2. AAPL - APPLE INC, 5.98%
3. KLAC - KLA CORP, 5.72%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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