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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
IYWIshares Tr
| 0.03% | $206,227 1,293 shares@ $159.5 avg price | New Position |