Jpl Wealth Management, LLC Purchases and Sells in Q4 2024

Jpl Wealth Management, LLC

$349 Billion
Q4 2024

Top Buys

Incresed Positions

78 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UNH	37.8K + 690.31%	$485.52 - $625.25 $18.4M - $23.7M	43.3K $21.9B
SCHO	404K + 361.84%	$24.06 - $48.88 $9.72M - $19.7M	515K $12.4B
AVGO	53.5K + 1159.53%	$159.67 - $250.0 $8.54M - $13.4M	58.1K $13.5B
VTI	18.1K + 117.45%	$280.04 - $302.45 $5.06M - $5.46M	33.4K $9.69B
AAPL	14.2K + 38.08%	$221.69 - $259.02 $3.15M - $3.68M	51.5K $12.9B
OEF	13.4K + 443.42%	N/A	16.4K $4.74B

New Holdings

25 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SDVY	128K New	$35.45 - $40.33 $4.53M - $5.16M	128K $4.58B
PEG	32.1K New	$81.87 - $94.51 $2.63M - $3.04M	32.1K $2.72B
ADBE	5.93K New	$437.39 - $552.96 $2.59M - $3.28M	5.93K $2.64B
MS	17.6K New	$104.42 - $134.99 $1.84M - $2.38M	17.6K $2.21B
ING	131K New	$15.1 - $17.73 $1.98M - $2.32M	131K $2.05B
PSA	5.46K New	$289.33 - $360.21 $1.58M - $1.97M	5.46K $1.63B

Top Sells

Reduced Positions

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHA	-53K - 71.88%	$25.33 - $51.16 $1.34M - $2.71M	20.7K $536M
MRK	-13.6K - 76.12%	$96.31 - $114.76 $1.31M - $1.56M	4.27K $425M
VOO	-1.21K - 21.45%	$521.84 - $558.82 $629K - $673K	4.41K $2.38B
NVO	-1.5K - 30.11%	$85.0 - $120.04 $127K - $180K	3.48K $299M
HEFA	-3.25K - 21.13%	$34.42 - $35.88 $112K - $116K	12.1K $421M
ETN	-317 - 11.38%	$326.96 - $377.52 $104K - $120K	2.47K $819M

Activity Summary All Purchases 103 New Holdings 25 Increased Positions 78 All Sells 13 Reductions 13 Sold out 0 Calls 0 Puts 0

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