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Kevin Sanger

@Jgp Wealth Management, Llc

Latest period2024 - Q4ReportedManaged Assets$773.633MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
DGXQuest Diagnostics Inc
Recent Activity
Increased 1.43%
1.95%
$15.064M
99,857 shares@ $150.87 avg price
GWWGrainger W W Inc
Recent Activity
Increased 0.13%
1.93%
$14.862M
14,100 shares@ $1054.07 avg price
INTUIntuit
Recent Activity
Increased 2.1%
1.89%
$14.594M
23,220 shares@ $628.5 avg price
AMGNAmgen Inc
Recent Activity
Increased 3.06%
1.84%
$14.197M
54,470 shares@ $260.64 avg price
TSCOTractor Supply Co
Recent Activity
Increased 402.71%
1.81%
$13.931M
262,561 shares@ $53.07 avg price
APDAir Prods & Chems Inc
Recent Activity
Increased 1.44%
1.74%
$13.427M
46,295 shares@ $290.05 avg price
PAYXPaychex Inc
Recent Activity
Increased 0.66%
1.73%
$13.381M
95,431 shares@ $140.22 avg price
LOWLowes Cos Inc
Recent Activity
Increased 0.25%
1.72%
$13.272M
53,775 shares@ $246.81 avg price
NEENextera Energy Inc
Recent Activity
Increased 1.34%
1.65%
$12.756M
177,939 shares@ $71.7 avg price
WMTWalmart Inc
Recent Activity
Increased 0.73%
1.53%
$11.768M
130,253 shares@ $90.36 avg price