JW

JPL Wealth Management, LLC

13F
JPL Wealth Management, LLC
Last update 2025-05-13 114 Stocks (4 new)
Value $351.00 Mil Turnover 5 %
Countries:
Top Holdings: UNH(6.58%)SCHO(4.01%)AAPL(3.27%)VTI(2.79%)AVGO(2.38%)
Summary Stock Picks Current Portfolio
JPL Wealth Management, LLC Top Holdings of 2025-03-31 View Full List
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
-35.57%
-39.50%
276,423.8
Healthcare Plans
SCHO 		Schwab Short-Term U.S. Treasury ETF
578,166
14,072.6
+12.16%
4.010
+0.43%
0.130
+0.56%
+2.05%
10,870.3
 
AAPL 		Apple Inc
51,678
11,479.3
+0.40%
3.270
+0.01%
0.000
-16.49%
-19.26%
3,012,556.1
Hardware
VTI 		Vanguard Total Stock Market ETF
35,585
9,780.1
+6.44%
2.790
+0.17%
0.000
-0.20%
+0.89%
452,082.7
 
AVGO 		Broadcom Inc
49,777
8,334.1
-14.33%
2.380
-0.55%
0.000
+25.09%
+7.60%
1,169,421.7
Semiconductors
MSFT 		Microsoft Corp
20,928
7,856.2
+5.98%
2.240
+0.13%
0.000
+16.58%
+10.02%
3,433,612.3
Software
IGSB 		iShares 1-3 Year Credit Bond ETF
143,325
7,505.9
+5.33%
2.140
+0.11%
0.040
+0.87%
+2.51%
21,125.6
 
CVX 		Chevron Corp
43,422
7,264.1
+4.14%
2.070
+0.08%
0.000
-12.04%
-2.61%
238,770.0
Oil & Gas
COST 		Costco Wholesale Corp
7,069
6,685.7
-1.94%
1.910
-0.04%
0.000
+0.92%
+15.62%
468,733.1
Retail - Defensive
GOOGL 		Alphabet Inc
42,156
6,519.1
+0.59%
1.860
+0.01%
0.000
-0.62%
-10.61%
2,057,100.9
Interactive Media

JPL Wealth Management, LLC's Historical Top Holdings Breakdowns

JPL Wealth Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
GIS 		General Mills Inc2025-03-31Sold Out
-0.97%
●
57.56 ($60.07) 65.3
$54.13
-9.89%
Sold Out
0
-53,222
OWL 		Blue Owl Capital Inc2025-03-31New Buy
+0.91%
●
18.49 ($22.49) 26.68
$18.55
-17.52%
New holding
158,863
158,863
AVGO 		Broadcom Inc2025-03-31Reduce
-0.55%
●
167.43 ($211.65) 244.7
$248.71
17.51%
Reduce -14.33%
49,777
-8,325
SCHO 		Schwab Short-Term U.S. Treasury ETF2025-03-31Add
+0.43%
●
24.1 ($24.21) 24.34
$24.21
0%
Add 12.16%
578,166
62,688
SPLG 		SPDR Portfolio S&P 500 ETF2025-03-31Sold Out
-0.39%
●
64.88 ($69.16) 72.1
$69.71
0.80%
Sold Out
0
-19,630
BRK.B 		Berkshire Hathaway Inc2025-03-31Add
+0.24%
●
442.66 ($486.15) 534.52
$502.81
3.43%
Add 17.51%
10,612
1,581
VBR 		Vanguard Small Cap Value ETF2025-03-31Sold Out
-0.19%
●
182.99 ($197.54) 207.75
$188.36
-4.65%
Sold Out
0
-3,394
VTI 		Vanguard Total Stock Market ETF2025-03-31Add
+0.17%
●
271.18 ($290.53) 303.12
$291.36
0.29%
Add 6.44%
35,585
2,154
WMT 		Walmart Inc2025-03-31Reduce
-0.15%
●
84.5 ($93.81) 105.05
$99.77
6.35%
Reduce -9.84%
52,471
-5,729
GOVT 		iShares U.S. Treasury Bond ETF2025-03-31Add
+0.14%
●
22.25 ($22.67) 23
$22.62
-0.22%
Add 48.86%
65,912
21,633

JPL Wealth Management, LLC Total Holding History ($B)

To

JPL Wealth Management, LLC's Asset Allocation

To

JPL Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

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

Size field:

JPL Wealth Management, LLC's Holdings Bubble Chart

JPL Wealth Management, LLC News

  • 1

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