JGP Wealth Management, LLC Diversified Active

CIK: 0001748278 · Show all filings

Period: Q4 2019 (← Previous) (Next →)

Filing Date: Jan 9, 2020

Total Value ($000): $338,325 (100.0% shares, 0.0% debt)

Holdings (133)

AAPL APPLE INC 4.5%
Value ($000) $15,364 Shares 51,247 Est. Cost $44.66 Unrealized +38.9%
LQD ISHARES TR 4.0%
Value ($000) $13,410 Shares 104,572 Est. Cost $116.54 Unrealized
SPY SPDR S&P 500 ETF TR 3.3%
Value ($000) $11,229 Shares 34,696 Est. Cost $290.53 Unrealized
MSFT MICROSOFT CORP 3.2%
Value ($000) $10,812 Shares 67,988 Est. Cost $92.55 Unrealized +50.4%
JPM JPMORGAN CHASE & CO 2.5%
Value ($000) $8,534 Shares 61,736 Est. Cost $90.13 Unrealized +20.6%
NKE NIKE INC 2.4%
Value ($000) $8,155 Shares 80,088 Est. Cost $73.01 Unrealized +18.9%
APD AIR PRODS & CHEMS INC 2.1%
Value ($000) $7,194 Shares 31,844 Est. Cost $140.99 Unrealized +37.7%
PG PROCTER & GAMBLE CO 2.1%
Value ($000) $7,145 Shares 58,207 Est. Cost $64.17 Unrealized +64.0%
CSCO CISCO SYS INC 2.1%
Value ($000) $6,969 Shares 145,786 Est. Cost $36.07 Unrealized +6.9%
NEE NEXTERA ENERGY INC 2.0%
Value ($000) $6,821 Shares 28,242 Est. Cost $34.32 Unrealized +46.2%
KO COCA COLA CO 2.0%
Value ($000) $6,731 Shares 123,121 Est. Cost $35.21 Unrealized +26.4%
LHX L3HARRIS TECHNOLOGIES INC 1.9%
Value ($000) $6,368 Shares 30,079 Est. Cost $180.21 Unrealized -1.5%
ITW ILLINOIS TOOL WKS INC 1.8%
Value ($000) $6,108 Shares 34,212 Est. Cost $123.96 Unrealized +18.0%
JNJ JOHNSON & JOHNSON 1.8%
Value ($000) $6,059 Shares 42,046 Est. Cost $102.99 Unrealized +10.8%
USB US BANCORP DEL 1.8%
Value ($000) $6,022 Shares 104,349 Est. Cost $37.78 Unrealized +17.3%
BLACKROCK INC 1.8%
Value ($000) $6,004 Shares 11,912 Est. Cost $469.74 Unrealized
LOW LOWES COS INC 1.8%
Value ($000) $5,959 Shares 49,518 Est. Cost $81.90 Unrealized +25.0%
AMGN AMGEN INC 1.7%
Value ($000) $5,893 Shares 24,525 Est. Cost $146.52 Unrealized +24.7%
IJH ISHARES TR 1.7%
Value ($000) $5,822 Shares 28,396 Est. Cost $193.33 Unrealized
T AT&T INC 1.6%
Value ($000) $5,540 Shares 141,696 Est. Cost $14.72 Unrealized +28.1%
MDT MEDTRONIC PLC 1.6%
Value ($000) $5,477 Shares 47,672 Est. Cost $71.85 Unrealized +28.8%
UNITED TECHNOLOGIES CORP 1.6%
Value ($000) $5,465 Shares 35,561 Est. Cost $127.90 Unrealized
DIS DISNEY WALT CO 1.6%
Value ($000) $5,319 Shares 36,519 Est. Cost $103.96 Unrealized +30.5%
WMT WALMART INC 1.5%
Value ($000) $5,215 Shares 44,329 Est. Cost $26.60 Unrealized +36.7%
PEP PEPSICO INC 1.5%
Value ($000) $5,124 Shares 37,635 Est. Cost $83.64 Unrealized +34.8%
ADP AUTOMATIC DATA PROCESSING IN 1.5%
Value ($000) $5,065 Shares 29,758 Est. Cost $114.20 Unrealized +27.0%
CMCSA COMCAST CORP NEW 1.4%
Value ($000) $4,828 Shares 108,085 Est. Cost $32.07 Unrealized +18.1%
JKHY HENRY JACK & ASSOC INC 1.4%
Value ($000) $4,681 Shares 31,899 Est. Cost $123.38 Unrealized +9.9%
GD GENERAL DYNAMICS CORP 1.4%
Value ($000) $4,680 Shares 25,702 Est. Cost $165.46 Unrealized -5.8%
ABT ABBOTT LABS 1.3%
Value ($000) $4,485 Shares 51,947 Est. Cost $56.14 Unrealized +34.1%
AFL AFLAC INC 1.3%
Value ($000) $4,355 Shares 82,438 Est. Cost $38.84 Unrealized +18.0%
VFC V F CORP 1.3%
Value ($000) $4,345 Shares 43,800 Est. Cost $77.35 Unrealized +15.9%
PSX PHILLIPS 66 1.3%
Value ($000) $4,322 Shares 40,087 Est. Cost $82.45 Unrealized +6.0%
VZ VERIZON COMMUNICATIONS INC 1.3%
Value ($000) $4,302 Shares 71,371 Est. Cost $35.48 Unrealized +20.6%
WEC WEC ENERGY GROUP INC 1.3%
Value ($000) $4,231 Shares 46,335 Est. Cost $50.71 Unrealized +47.6%
INTC INTEL CORP 1.2%
Value ($000) $4,109 Shares 68,563 Est. Cost $44.95 Unrealized +9.6%
FDS FACTSET RESH SYS INC 1.2%
Value ($000) $4,101 Shares 15,352 Est. Cost $192.88 Unrealized +25.5%
PAYX PAYCHEX INC 1.2%
Value ($000) $4,073 Shares 48,029 Est. Cost $54.15 Unrealized +30.5%
SYY SYSCO CORP 1.2%
Value ($000) $4,027 Shares 47,802 Est. Cost $53.38 Unrealized +28.3%
XOM EXXON MOBIL CORP 1.2%
Value ($000) $3,933 Shares 55,502 Est. Cost $55.94 Unrealized -6.9%
CL COLGATE PALMOLIVE CO 1.1%
Value ($000) $3,849 Shares 56,203 Est. Cost $55.41 Unrealized +6.7%
MMM 3M CO 1.1%
Value ($000) $3,726 Shares 20,861 Est. Cost $126.33 Unrealized -11.5%
PII POLARIS INC 1.1%
Value ($000) $3,689 Shares 37,999 Est. Cost $106.24 Unrealized -8.7%
ADI ANALOG DEVICES INC 1.0%
Value ($000) $3,544 Shares 30,312 Est. Cost $84.50 Unrealized +19.4%
BDX BECTON DICKINSON & CO 1.0%
Value ($000) $3,474 Shares 12,706 Est. Cost $202.56 Unrealized +11.8%
GWW GRAINGER W W INC 0.9%
Value ($000) $3,015 Shares 8,933 Est. Cost $271.78 Unrealized +8.3%
CLX CLOROX CO DEL 0.9%
Value ($000) $2,992 Shares 19,506 Est. Cost $103.53 Unrealized +20.3%
HD HOME DEPOT INC 0.9%
Value ($000) $2,977 Shares 13,536 Est. Cost $155.65 Unrealized +25.3%
ITOT ISHARES TR 0.9%
Value ($000) $2,895 Shares 39,622 Est. Cost $65.02 Unrealized
PFE PFIZER INC 0.7%
Value ($000) $2,487 Shares 63,971 Est. Cost $24.35 Unrealized +9.7%
EATON VANCE CORP 0.7%
Value ($000) $2,409 Shares 51,652 Est. Cost $48.16 Unrealized
LMT LOCKHEED MARTIN CORP 0.7%
Value ($000) $2,271 Shares 5,498 Est. Cost $262.53 Unrealized +23.7%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.5%
Value ($000) $1,850 Shares 30,450 Est. Cost $63.03 Unrealized -10.6%
KMB KIMBERLY CLARK CORP 0.5%
Value ($000) $1,753 Shares 12,879 Est. Cost $79.41 Unrealized +37.0%
ABBV ABBVIE INC 0.5%
Value ($000) $1,596 Shares 17,850 Est. Cost $69.37 Unrealized -6.8%
UPS UNITED PARCEL SERVICE INC 0.5%
Value ($000) $1,534 Shares 13,204 Est. Cost $83.42 Unrealized +11.3%
MCHP MICROCHIP TECHNOLOGY INC 0.4%
Value ($000) $1,485 Shares 14,314 Est. Cost $39.47 Unrealized +8.9%
MKC MCCORMICK & CO INC 0.4%
Value ($000) $1,472 Shares 8,600 Est. Cost $45.42 Unrealized +61.3%
TGT TARGET CORP 0.4%
Value ($000) $1,452 Shares 11,749 Est. Cost $59.66 Unrealized +67.3%
STWD STARWOOD PPTY TR INC 0.4%
Value ($000) $1,388 Shares 56,045 Est. Cost $21.74 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.4%
Value ($000) $1,339 Shares 14,291 Est. Cost $51.48 Unrealized +44.2%
MCD MCDONALDS CORP 0.4%
Value ($000) $1,323 Shares 6,541 Est. Cost $135.53 Unrealized +26.9%
VIG VANGUARD GROUP 0.4%
Value ($000) $1,309 Shares 10,484 Est. Cost $105.59 Unrealized
D DOMINION ENERGY INC 0.4%
Value ($000) $1,297 Shares 15,738 Est. Cost $46.36 Unrealized +34.6%
DOV DOVER CORP 0.4%
Value ($000) $1,278 Shares 11,034 Est. Cost $68.01 Unrealized +44.7%
AMZN AMAZON COM INC 0.4%
Value ($000) $1,231 Shares 647 Est. Cost $82.35 Unrealized +7.5%
GPC GENUINE PARTS CO 0.4%
Value ($000) $1,216 Shares 11,907 Est. Cost $73.12 Unrealized +17.9%
WM WASTE MGMT INC DEL 0.3%
Value ($000) $1,161 Shares 10,015 Est. Cost $72.68 Unrealized +40.5%
GBX GREENBRIER COS INC 0.3%
Value ($000) $1,146 Shares 36,781 Est. Cost $37.83 Unrealized -34.9%
MAXIM INTEGRATED PRODS INC 0.3%
Value ($000) $1,116 Shares 18,533 Est. Cost $58.47 Unrealized
SBUX STARBUCKS CORP 0.3%
Value ($000) $997 Shares 11,311 Est. Cost $49.05 Unrealized +51.8%
DEO DIAGEO P L C 0.3%
Value ($000) $952 Shares 5,674 Est. Cost $143.99 Unrealized
PEOPLES UTD FINL INC 0.3%
Value ($000) $950 Shares 57,413 Est. Cost $17.90 Unrealized
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $942 Shares 3,228 Est. Cost $195.84 Unrealized +38.6%
HAS HASBRO INC 0.3%
Value ($000) $930 Shares 8,829 Est. Cost $66.83 Unrealized +23.0%
IVW ISHARES TR 0.3%
Value ($000) $909 Shares 4,640 Est. Cost $168.37 Unrealized
MTB M & T BK CORP 0.3%
Value ($000) $907 Shares 5,400 Est. Cost $140.95 Unrealized -5.7%
IP INTL PAPER CO 0.3%
Value ($000) $894 Shares 20,331 Est. Cost $36.35 Unrealized -12.3%
ISTB ISHARES TR 0.3%
Value ($000) $855 Shares 16,943 Est. Cost $49.91 Unrealized
DOW DOW INC 0.2%
Value ($000) $803 Shares 15,388 Est. Cost $35.31 Unrealized +3.9%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $709 Shares 5,882 Est. Cost $89.14 Unrealized +0.6%
WALGREENS BOOTS ALLIANCE INC 0.2%
Value ($000) $681 Shares 11,431 Est. Cost $60.14 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $680 Shares 2 Est. Cost $292921.40 Unrealized +11.2%
NUE NUCOR CORP 0.2%
Value ($000) $650 Shares 12,044 Est. Cost $54.10 Unrealized -10.9%
CERNER CORP 0.2%
Value ($000) $581 Shares 7,850 Est. Cost $59.75 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $570 Shares 2,511 Est. Cost $195.47 Unrealized +11.1%
IEFA ISHARES TR 0.2%
Value ($000) $569 Shares 8,701 Est. Cost $61.55 Unrealized
GSIE GOLDMAN SACHS ETF TR 0.2%
Value ($000) $547 Shares 18,135 Est. Cost $28.26 Unrealized
CVS CVS HEALTH CORP 0.1%
Value ($000) $486 Shares 6,586 Est. Cost $51.88 Unrealized +11.4%
V VISA INC 0.1%
Value ($000) $481 Shares 2,544 Est. Cost $122.08 Unrealized +41.3%
EMR EMERSON ELEC CO 0.1%
Value ($000) $460 Shares 5,967 Est. Cost $58.60 Unrealized +7.2%
IAGG ISHARES TR 0.1%
Value ($000) $457 Shares 8,289 Est. Cost $54.13 Unrealized
NWN NORTHWEST NAT HLDG CO 0.1%
Value ($000) $446 Shares 6,078 Est. Cost $66.85 Unrealized +3.3%
NVDA NVIDIA CORP 0.1%
Value ($000) $419 Shares 1,766 Est. Cost $4.22 Unrealized +22.7%
FIBK FIRST INTST BANCSYSTEM INC 0.1%
Value ($000) $417 Shares 10,024 Est. Cost $27.59 Unrealized +6.7%
META FACEBOOK INC 0.1%
Value ($000) $411 Shares 1,933 Est. Cost $179.62 Unrealized +7.1%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $410 Shares 3,725 Est. Cost $84.20 Unrealized +23.5%
GIGB GOLDMAN SACHS ETF TR 0.1%
Value ($000) $402 Shares 7,614 Est. Cost $48.37 Unrealized
CSX CSX CORP 0.1%
Value ($000) $369 Shares 5,094 Est. Cost $18.59 Unrealized +17.1%
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $359 Shares 2,265 Est. Cost $111.60 Unrealized +7.7%
MRK MERCK & CO INC 0.1%
Value ($000) $345 Shares 3,768 Est. Cost $47.02 Unrealized +43.7%
FISV FISERV INC 0.1%
Value ($000) $337 Shares 2,884 Est. Cost $72.61 Unrealized +52.1%
ORCL ORACLE CORP 0.1%
Value ($000) $335 Shares 6,200 Est. Cost $47.07 Unrealized +7.2%
GEM GOLDMAN SACHS ETF TR 0.1%
Value ($000) $332 Shares 9,670 Est. Cost $30.86 Unrealized
GOOGL ALPHABET INC 0.1%
Value ($000) $331 Shares 237 Est. Cost $53.98 Unrealized +18.6%
SO SOUTHERN CO 0.1%
Value ($000) $328 Shares 5,225 Est. Cost $32.87 Unrealized +48.8%
BA BOEING CO 0.1%
Value ($000) $324 Shares 971 Est. Cost $352.04 Unrealized -0.3%
ALL ALLSTATE CORP 0.1%
Value ($000) $310 Shares 2,737 Est. Cost $78.43 Unrealized +20.1%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $299 Shares 796 Est. Cost $243.65 Unrealized +30.4%
FDX FEDEX CORP 0.1%
Value ($000) $277 Shares 1,810 Est. Cost $215.18 Unrealized -36.1%
AGCO AGCO CORP 0.1%
Value ($000) $275 Shares 3,600 Est. Cost $52.28 Unrealized +22.0%
IEMG ISHARES INC 0.1%
Value ($000) $268 Shares 4,995 Est. Cost $48.76 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $267 Shares 5,030 Est. Cost $43.12 Unrealized +3.7%
IVV ISHARES TR 0.1%
Value ($000) $267 Shares 820 Est. Cost $272.83 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $263 Shares 782 Est. Cost $34.10 Unrealized -13.0%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $256 Shares 2,018 Est. Cost $94.14 Unrealized +10.2%
ROST ROSS STORES INC 0.1%
Value ($000) $247 Shares 2,102 Est. Cost $99.17 Unrealized +6.8%
DGRO ISHARES TR 0.1%
Value ($000) $246 Shares 5,858 Est. Cost $38.24 Unrealized
KLAC KLA CORPORATION 0.1%
Value ($000) $244 Shares 1,395 Est. Cost $129.62 Unrealized +20.1%
IJS ISHARES TR 0.1%
Value ($000) $242 Shares 1,506 Est. Cost $148.91 Unrealized
GHYB GOLDMAN SACHS ETF TR 0.1%
Value ($000) $231 Shares 4,631 Est. Cost $48.88 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $230 Shares 165 Est. Cost $64.05 Unrealized 0.0%
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $228 Shares 3,702 Est. Cost $27.24 Unrealized -10.0%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $224 Shares 1,361 Est. Cost $149.81 Unrealized
YUM YUM BRANDS INC 0.1%
Value ($000) $223 Shares 2,192 Est. Cost $78.65 Unrealized +17.4%
WY WEYERHAEUSER CO 0.1%
Value ($000) $215 Shares 7,305 Est. Cost $25.53 Unrealized -9.5%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $213 Shares 1,154 Est. Cost $184.58 Unrealized
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $211 Shares 375 Est. Cost $180.64 Unrealized 0.0%
SYK STRYKER CORP 0.1%
Value ($000) $208 Shares 981 Est. Cost $177.80 Unrealized +9.2%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $206 Shares 1,536 Est. Cost $94.74 Unrealized +5.4%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $205 Shares 983 Est. Cost $178.42 Unrealized 0.0%
BAC BANK AMER CORP 0.1%
Value ($000) $202 Shares 5,806 Est. Cost $27.79 Unrealized 0.0%
F FORD MTR CO DEL 0.0%
Value ($000) $143 Shares 15,662 Est. Cost $6.71 Unrealized -0.4%