JGP Wealth Management, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Bend, OR
CIK
0001748278
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 178 776,824 AAPL, IVV, KLAC, MSFT 13F-HR 10/9/2024 000108514624004751
Q2 2024 168 701,101 AAPL, KLAC, MSFT, IVV 13F-HR 7/12/2024 000108514624002903
Q1 2024 164 688,781 AAPL, MSFT, KLAC, ITOT 13F-HR 4/24/2024 000108514624001984
Q4 2023 166 673,531 AAPL, MSFT, KLAC, ITOT 13F-HR 1/10/2024 000108514624000165
Q3 2023 152 596,231 AAPL, MSFT, KLAC, ADP 13F-HR 10/19/2023 000108514623003799
Q2 2023 149 611,810 AAPL, MSFT, KLAC, ADP 13F-HR 8/10/2023 000108514623003212
Q1 2023 149 570,065 AAPL, MSFT, KLAC, ADP 13F-HR 4/14/2023 000108514623001689
Q4 2022 145 544,282 AAPL, MSFT, KLAC, ADP 13F-HR 2/9/2023 000108514623000960
Q3 2022 142 475,459 AAPL, MSFT, ADP, KLAC 13F-HR 10/14/2022 000108514622003421
Q2 2022 142 495,465 AAPL, MSFT, ADP, KLAC 13F-HR 7/18/2022 000108514622002447
Q1 2022 159 542,204 AAPL, MSFT, ADP, KLAC 13F-HR 4/19/2022 000108514622001453
Q4 2021 159 537,105 AAPL, KLAC, MSFT, NKE 13F-HR 1/18/2022 000108514622000140
Q3 2021 155 462,819 AAPL, KLAC, MSFT, NKE 13F-HR 10/12/2021 000108514621002762
Q2 2021 155 465,031 AAPL, KLAC, NKE, MSFT 13F-HR 8/11/2021 000108514621002389
Q1 2021 149 446,283 IGM, AAPL, SPY, MSFT 13F-HR 4/28/2021 000108514621001345
Q4 2020 143 431,561 IGM, AAPL, SPY, MSFT 13F-HR 2/10/2021 000108514621000567
Q3 2020 133 376,587 IGM, AAPL, SPY, MSFT 13F-HR 10/13/2020 000108514620002480
Q2 2020 124 340,035 IGM, AAPL, SPY, MSFT 13F-HR 7/13/2020 000108514620001763
Q1 2020 121 282,178 IGM, AAPL, MSFT, NKE 13F-HR 4/14/2020 000108514620001107
Q4 2019 133 338,325 AAPL, LQD, SPY, MSFT 13F-HR 1/9/2020 000108514620000057
Q3 2019 129 288,482 LQD, AAPL, SPY, MSFT 13F-HR 10/24/2019 000108514619002632
Q2 2019 127 282,243 LQD, AAPL, MSFT, CSCO 13F-HR 7/15/2019 000108514619001883
Q1 2019 121 264,066 LQD, AAPL, MSFT, CSCO 13F-HR 5/13/2019 000108514619001447
Q4 2018 117 241,777 EFA, LQD, AAPL, DEM 13F-HR 1/17/2019 000108514619000182
Q3 2018 117 249,927 DEM, LQD, MSFT, AAPL 13F-HR 11/27/2018 000108514618002811
Q2 2018 117 239,642 DEM, LQD, MSFT, AAPL 13F-HR 8/10/2018 000108514618001979