JGP Wealth Management, LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison

Apple, Microsoft, and KLA Corp Lead Changes in JGP Wealth Management's Q3 2023 vs. Q4 2023 Holdings

JGP Wealth Management, LLC is a prominent investment firm that closely monitors and analyzes the market to make informed investment decisions. As part of their due diligence, they are required to file a report known as the 13F with the Securities and Exchange Commission (SEC). The 13F report provides details of the company's investment holdings, including the number of shares held and their value.

In the Q3 2023 vs. Q4 2023 comparison, JGP Wealth Management made significant changes to its holdings. Let's take a closer look at some of the key changes in their portfolio.

1. Apple Inc (AAPL):

- Q3 2023 (Shares): 211,013

- Q4 2023 (Shares): 212,154

- Q3 2023 Value ($000): 36,127

- Q4 2023 Value ($000): 40,845

- Change %: 13.1

Apple, the tech giant, remains a top investment for JGP Wealth Management. Despite a marginal increase in the number of shares held, the value of their holdings in Apple saw a significant rise of 13.1% in Q4 2023. This demonstrates JGP's confidence in the company's continued growth prospects.

2. Microsoft Corp (MSFT):

- Q3 2023 (Shares): 77,016

- Q4 2023 (Shares): 75,937

- Q3 2023 Value ($000): 24,317

- Q4 2023 Value ($000): 28,555

- Change %: 17.4

Microsoft Corp, a leading software company, also witnessed interesting changes in JGP's portfolio. While the number of shares held slightly decreased, the value of their Microsoft holdings increased by 17.4%. This suggests JGP's confidence in the company's ability to generate strong returns for their investors.

3. KLA Corp (KLAC):

- Q3 2023 (Shares): 46,739

- Q4 2023 (Shares): 46,440

- Q3 2023 Value ($000): 21,437

- Q4 2023 Value ($000): 26,995

- Change %: 25.9

KLA Corp, a semiconductor equipment manufacturer, experienced a decrease in the number of shares held by JGP Wealth Management. However, the value of their holdings in KLA Corp increased significantly by 25.9%. This indicates JGP's belief in the long-term growth potential of the semiconductor industry.

4. iShares TR (ITOT):

- Q3 2023 (Shares): 127,107

- Q4 2023 (Shares): 189,717

- Q3 2023 Value ($000): 11,972

- Q4 2023 Value ($000): 19,963

- Change %: 66.8

JGP Wealth Management also made a substantial increase in their holdings of iShares TR. The number of shares held in ITOT nearly doubled, and the value of their ITOT holdings increased by an impressive 66.8%. This shows JGP's growing interest in a diversified investment approach through exchange-traded funds (ETFs).

It is important to note that the changes in JGP Wealth Management's holdings reflect their investment strategy and beliefs about the future performance of these companies. Investors can take inspiration from these changes but should conduct their thorough research before making any investment decisions.

JGP Wealth Management's Q3 2023 vs. Q4 2023 13F Holdings Comparison demonstrates their agility in adapting to market conditions and their commitment to maximizing returns for their clients. With a careful selection and management of their investment portfolio, JGP continues to position itself as a trusted partner in wealth management.

Please remember that the information provided in this article is for informational purposes only and does not constitute financial advice. Always consult with a professional advisor before making any investment decisions.