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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
PEPPepsico Inc
Recent Activity
Decreased -16.08%
0.74%
$5.706M
37,526 shares@ $152.07 avg price
MDTMedtronic Plc
Recent Activity
Decreased -14.11%
0.73%
$5.639M
70,597 shares@ $79.89 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 3.51%
0.67%
$5.135M
23,405 shares@ $219.4 avg price
NVDANvidia Corporation
Recent Activity
Increased 0.76%
0.67%
$5.13M
38,198 shares@ $134.29 avg price
HDHome Depot Inc
Recent Activity
Increased 1.04%
0.57%
$4.349M
11,179 shares@ $389.0 avg price
PPGPpg Inds Inc
Recent Activity
New Position
0.53%
$4.05M
33,903 shares@ $119.45 avg price
IEFAIshares Tr
Recent Activity
Increased 7.08%
0.5%
$3.845M
54,714 shares@ $70.29 avg price
SYKStryker Corporation
Recent Activity
Increased 0.36%
0.49%
$3.771M
10,474 shares@ $360.04 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -0.07%
0.45%
$3.454M
3,769 shares@ $916.39 avg price
JPSTJ P Morgan Exchange Traded F
Recent Activity
Decreased -1.98%
0.44%
$3.35M
66,504 shares@ $50.38 avg price