JW
| |
JPL Wealth Management, LLC13F | |
| JPL Wealth Management, LLC | |
| Last update 2025-05-13 | 114 Stocks (4 new) |
| Value $351.00 Mil | Turnover 5 % |
JPL Wealth Management, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UNH | UnitedHealth Group Inc | 44,023 | 23,057.1 | +1.63% | 6.580 | +0.11% | 0.000 | -41.72% | -39.29% | 275,453.2 | Healthcare Plans | |
SCHO | Schwab Short-Term U.S. Treasury ETF | 578,166 | 14,072.6 | +12.16% | 4.010 | +0.43% | 0.130 | +0.70% | +2.91% | 11,407.2 | ||
AAPL | Apple Inc | 51,678 | 11,479.3 | +0.40% | 3.270 | +0.01% | 0.000 | +16.43% | -15.54% | 3,151,459.3 | Hardware | |
VTI | Vanguard Total Stock Market ETF | 35,585 | 9,780.1 | +6.44% | 2.790 | +0.17% | 0.000 | +23.74% | +6.11% | 446,593.5 | ||
AVGO | Broadcom Inc | 49,777 | 8,334.1 | -14.33% | 2.380 | -0.55% | 0.000 | +79.80% | +19.90% | 1,300,462.7 | Semiconductors | |
MSFT | Microsoft Corp | 20,928 | 7,856.2 | +5.98% | 2.240 | +0.13% | 0.000 | +39.40% | +18.59% | 3,701,035.2 | Software | |
IGSB | iShares 1-3 Year Credit Bond ETF | 143,325 | 7,505.9 | +5.33% | 2.140 | +0.11% | 0.040 | +2.14% | +3.67% | 21,490.5 | ||
CVX | Chevron Corp | 43,422 | 7,264.1 | +4.14% | 2.070 | +0.08% | 0.000 | +5.69% | +3.40% | 253,493.9 | Oil & Gas | |
COST | Costco Wholesale Corp | 7,069 | 6,685.7 | -1.94% | 1.910 | -0.04% | 0.000 | +8.72% | +7.87% | 437,268.4 | Retail - Defensive | |
GOOGL | Alphabet Inc | 42,156 | 6,519.1 | +0.59% | 1.860 | +0.01% | 0.000 | +20.73% | -6.30% | 2,152,793.2 | Interactive Media |
JPL Wealth Management, LLC's Historical Top Holdings Breakdowns
JPL Wealth Management, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
GIS | General Mills Inc | 2025-03-31 | Sold Out Sold Out | -0.97% | 57.56 ($60.07) 65.3 | $52.04 | -13.37% | Sold Out | 0 | -53,222 | |
OWL | Blue Owl Capital Inc | 2025-03-31 | New Buy New Buy | +0.91% | 18.49 ($22.49) 26.68 | $19.25 | -14.43% | New holding | 158,863 | 158,863 | |
AVGO | Broadcom Inc | 2025-03-31 | Reduce Reduce | -0.55% | 167.43 ($211.65) 244.7 | $276.35 | 30.57% | Reduce -14.33% | 49,777 | -8,325 | |
SCHO | Schwab Short-Term U.S. Treasury ETF | 2025-03-31 | Add Add | +0.43% | 24.1 ($24.21) 24.34 | $24.25 | 0.17% | Add 12.16% | 578,166 | 62,688 | |
SPLG | SPDR Portfolio S&P 500 ETF | 2025-03-31 | Sold Out Sold Out | -0.39% | 64.88 ($69.16) 72.1 | $73.02 | 5.58% | Sold Out | 0 | -19,630 | |
BRK.B | Berkshire Hathaway Inc | 2025-03-31 | Add Add | +0.24% | 442.66 ($486.15) 534.52 | $479.07 | -1.46% | Add 17.51% | 10,612 | 1,581 | |
VBR | Vanguard Small Cap Value ETF | 2025-03-31 | Sold Out Sold Out | -0.19% | 182.99 ($197.54) 207.75 | $199.42 | 0.95% | Sold Out | 0 | -3,394 | |
VTI | Vanguard Total Stock Market ETF | 2025-03-31 | Add Add | +0.17% | 271.18 ($290.53) 303.12 | $305.60 | 5.19% | Add 6.44% | 35,585 | 2,154 | |
WMT | Walmart Inc | 2025-03-31 | Reduce Reduce | -0.15% | 84.5 ($93.81) 105.05 | $98.31 | 4.79% | Reduce -9.84% | 52,471 | -5,729 | |
GOVT | iShares U.S. Treasury Bond ETF | 2025-03-31 | Add Add | +0.14% | 22.25 ($22.67) 23 | $22.73 | 0.26% | Add 48.86% | 65,912 | 21,633 |
JPL Wealth Management, LLC Total Holding History ($B)
JPL Wealth Management, LLC's Asset Allocation
JPL Wealth Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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JPL Wealth Management, LLC's Hypothetical Growth since 2025-03-31
JPL Wealth Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
JPL Wealth Management, LLC's Holdings Heat Map
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JPL Wealth Management, LLC's Holdings Bubble Chart
JPL Wealth Management, LLC News
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