SEC Form 13F

JGP Wealth Management, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-08
Reported value$1,114,636,116
Positions231

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES TRIVVCORE S&P500 ETF$160,362,176214,133
KLA CORPKLACCOM NEW$104,631,806346,796
APPLE INCAAPLCOM$67,368,212232,818
ISHARES TRDGROCORE DIV GRWTH$57,043,450752,651
ISHARES TRITOTCORE S&P TTL STK$50,365,514306,602
MICROSOFT CORPMSFTCOM$32,568,08687,309
ANALOG DEVICES INCADICOM$29,969,59375,458
JPMORGAN CHASE & COJPMCOM$26,622,08481,331
PNC FINL SVCS GROUP INCPNCCOM$20,822,24584,568
WW GRAINGER INCGWWCOM$19,311,12314,195

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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