Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
JGP WEALTH MANAGEMENT LLC 01-10-2024 12-31-2023 166 673,531,643
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
APPLE INC COM 1 $40,845,984 212,154 0.01 0.01 1,141 0.54 12-31-2023
MICROSOFT CORP COM 2 $28,555,483 75,937 0.00 0.00 -1,079 -1.40 12-31-2023
KLA CORP COM NEW 3 $26,995,571 46,440 0.00 0.00 -299 -0.64 12-31-2023
ISHARES TR CORE S&P TTL STK 4 $19,963,935 189,717 0.00 0.00 62,610 49.26 12-31-2023
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