JGP Wealth Management, LLC
Holdings in SCI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $7,942,803 | 101,870 | Shares | Sole | 2026-01-12 |
| 2025-09-30 | $8,325,079 | 100,037 | Shares | Sole | 2025-10-15 |
| 2025-06-30 | $8,156,280 | 100,200 | Shares | Sole | 2025-07-28 |
| 2025-03-31 | $8,070,205 | 100,626 | Shares | Sole | 2025-04-09 |
| 2024-12-31 | $9,382,441 | 117,545 | Shares | Sole | 2025-01-15 |
| 2024-09-30 | $9,166,298 | 116,132 | Shares | Sole | 2024-10-09 |
| 2024-06-30 | $8,141,966 | 114,466 | Shares | Sole | 2024-07-12 |
| 2024-03-31 | $8,431,294 | 113,614 | Shares | Sole | 2024-04-24 |
| 2023-12-31 | $9,011,031 | 131,644 | Shares | Sole | 2024-01-10 |
| 2023-09-30 | $7,296,549 | 127,696 | Shares | Sole | 2023-10-19 |
| 2023-06-30 | $7,818,813 | 121,053 | Shares | Sole | 2023-08-10 |
| 2023-03-31 | $7,648,198 | 111,198 | Shares | Sole | 2023-04-14 |
| 2022-12-31 | $6,903,629 | 99,850 | Shares | Sole | 2023-02-10 |