StockDriftsStockDriftsTop 50 Jgp Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 12.81% | 188.6K | $123.2M | +19.07%(+30.21K) | $589.02(+23.42%) | 2026-03-31 | |
| AAPL | APPLE INC | 6.1% | 231.2K | $58.7M | -0.23%(-522) | $80.83(+251.59%) | 2026-03-31 | |
| KLAC | KLA CORP | 5.83% | 38.1K | $56.1M | -5.13%(-2.06K) | $332.41(+421.31%) | 2026-03-31 | |
| DGRO | ISHARES TR | 5.31% | 727.2K | $51.0M | +44.86%(+225.20K) | $62.95(+16.53%) | 2026-03-31 | |
| ITOT | ISHARES TR | 4.41% | 297.4K | $42.4M | +4.14%(+11.83K) | $105.50(+50.23%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.27% | 84.8K | $31.4M | +6.31%(+5.04K) | $198.07(+107.69%) | 2026-03-31 | |
| ADI | ANALOG DEVICES INC | 2.48% | 75.1K | $23.9M | -5.81%(-4.63K) | $144.39(+180.34%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 2.46% | 80.4K | $23.7M | -1.57%(-1.28K) | $119.43(+159.06%) | 2026-03-31 | |
| PNC | PNC FINL SVCS GROUP INC | 1.83% | 84.3K | $17.6M | -12.58%(-12.14K) | $146.78(+50.99%) | 2026-03-31 | |
| WMT | WALMART INC | 1.66% | 128.1K | $15.9M | +0.39%(+492) | $28.12(+365.14%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.03% | +44.41% |
| Top 20 Holdings Unweighted | +11.60% | +39.01% |
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