Kevin Sanger

@Jgp Wealth Management, Llc

Latest period2024 - Q4

Reported3d ago

Managed Assets$773.633M

Total holdings180

Assets growth rate-0.41%

Assets growth rate (2-Q avg)5.2%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Jgp Wealth Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 180 positions.

Assets under management

The assets under management (AUM) of Jgp Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 773.633M in assets, with a quarterly growth rate of -0.41% and a 2-quarter average growth rate of 5.2%. The portfolio is managed by Kevin Sanger, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
CDWCdw Corp Recent Activity Exited	0%	$11.043M 48,799 shares@ $226.3 avg price	Exited
BRK.ABerkshire Hathaway Inc Del Recent Activity Exited	0%	$691,180 1 shares@ $691180.0 avg price	Exited
LRCXLam Research Corp Recent Activity Exited	0%	$334,593 410 shares@ $816.09 avg price	Exited
BLKBlackrock Inc Recent Activity Exited	0%	$247,252 260 shares@ $950.97 avg price	Exited
WYWeyerhaeuser Co Mtn Be Recent Activity Exited	0%	$228,589 6,751 shares@ $33.87 avg price	Exited
CEGConstellation Energy Corp Recent Activity Exited	0%	$211,136 812 shares@ $260.02 avg price	Exited
UPSUnited Parcel Service Inc Recent Activity Exited	0%	$205,873 1,510 shares@ $136.34 avg price	Exited
SPEMSpdr Index Shs Fds Recent Activity Exited	0%	$203,923 4,940 shares@ $41.28 avg price	Exited
AMDAdvanced Micro Devices Inc Recent Activity Exited	0%	$202,800 1,236 shares@ $164.08 avg price	Exited