Jpl Wealth Management, LLC Incresed Positions in Q3 2025

Jpl Wealth Management, LLC

  • $421 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
3.33K
+ 7.59%
$237.77 - $353.61 $792K - $1.18M
47.2K $16.3B
ABBV
Abb Vie Inc.

Healthcare
679
+ 2.45%
$184.85 - $231.54 $126K - $157K
28.3K $6.56B
DHI
Horton D R Inc

Consumer Cyclical
167
+ 0.59%
$129.82 - $184.04 $21.7K - $30.7K
28.5K $4.83B
SCHO
Schwab Short Term Us Treasury

ETFs
27K
+ 4.16%
$24.23 - $24.42 $655K - $660K
676K $16.5B
NOC
Northrop Grumman Corp

Industrials
11
+ 0.18%
$498.9 - $609.32 $5.49K - $6.7K
6K $3.66B
CVX
Chevron Corp

Energy
319
+ 0.73%
$145.57 - $161.83 $46.4K - $51.6K
43.9K $6.82B
HD
Home Depot, Inc.

Consumer Cyclical
310
+ 3.71%
$357.4 - $423.42 $111K - $131K
8.68K $3.52B
DFAI
Dimensional ETF Tr

ETFs
4.51K
+ 3.92%
$34.05 - $36.55 $153K - $165K
119K $4.34B
ORCL
Oracle Corp

Technology
283
+ 6.21%
$218.96 - $328.33 $62K - $92.9K
4.84K $1.36B
DGRO
Ishares Core Dividend Growth E

ETFs
167
+ 0.2%
$64.12 - $68.08 $10.7K - $11.4K
81.7K $5.56B
GOOG
Alphabet Inc.

Communication Services
851
+ 45.73%
$175.16 - $255.24 $149K - $217K
2.71K $661M
XOM
Exxon Mobil Corp

Energy
1.07K
+ 2.55%
$105.83 - $117.22 $113K - $125K
42.9K $4.84B
TSLA
Tesla, Inc.

Consumer Cyclical
440
+ 47.77%
$293.94 - $444.72 $129K - $196K
1.36K $605M
FNF
Fidelity National Financial, Inc.

Financial Services
614
+ 1.15%
$51.22 - $61.07 $31.4K - $37.5K
53.8K $3.26B
PEP
Pepsico Inc

Consumer Defensive
526
+ 2.31%
$133.81 - $152.16 $70.4K - $80K
23.3K $3.27B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.98K
+ 4.63%
$117.65 - $120.08 $233K - $238K
44.8K $5.36B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
3.77K
+ 2.53%
$52.39 - $53.11 $198K - $200K
153K $8.11B
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
586
+ 0.65%
$50.02 - $53.28 $29.3K - $31.2K
90.1K $4.71B
SPIB
Spdr Portfolio Intermediate Te

ETFs
5.05K
+ 8.11%
$33.26 - $34.01 $168K - $172K
67.4K $2.28B
BSCU
Invesco Exc Self Ind Tr

ETFs
9.07K
+ 18.37%
$16.67 - $17.03 $151K - $154K
58.4K $988M
BSCW
Invesco Exg Tr Slf Indx Fd Tr
6.61K
+ 17.05%
N/A
45.4K $948M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
6.88K
+ 12.9%
$20.41 - $20.67 $140K - $142K
60.2K $1.24B
QMOM
Ea Ser Tr Momentumshares U S Q

ETFs
2.57K
+ 4.07%
$61.99 - $65.47 $159K - $168K
65.6K $4.23B
SO
Southern CO

Utilities
19
+ 0.05%
$90.83 - $96.0 $1.73K - $1.82K
40K $3.79B
V
Visa Inc.

Financial Services
341
+ 24.89%
$332.09 - $358.86 $113K - $122K
1.71K $584M
UNP
Union Pacific Corp

Industrials
84
+ 0.84%
$214.91 - $237.16 $18.1K - $19.9K
10.1K $2.4B
XEL
Xcel Energy Inc

Utilities
434
+ 13.03%
$67.56 - $80.65 $29.3K - $35K
3.77K $304M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
2.79K
+ 3.88%
$22.64 - $23.22 $63.1K - $64.7K
74.6K $1.73B
AMGN
Amgen Inc

Healthcare
107
+ 1.06%
$271.18 - $309.22 $29K - $33.1K
10.2K $2.89B
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
526
+ 4.03%
$52.55 - $54.37 $27.6K - $28.6K
13.6K $735M
MRK
Merck & Co., Inc.

Healthcare
286
+ 10.53%
$77.6 - $87.37 $22.2K - $25K
3K $252M
QUAL
Ishares Msci Usa Quality Facto

ETFs
96
+ 8.01%
$182.33 - $194.5 $17.5K - $18.7K
1.29K $252M
GILD
Gilead Sciences, Inc.

Healthcare
175
+ 0.49%
$108.22 - $120.47 $18.9K - $21.1K
35.7K $3.96B
PFE
Pfizer Inc

Healthcare
196
+ 1.74%
$23.29 - $25.88 $4.56K - $5.07K
11.5K $292M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
33
+ 0.09%
$21.77 - $22.57 $718 - $745
35.5K $797M
SNY
Sanofi

Healthcare
1.47K
+ 2.86%
$45.07 - $51.35 $66.3K - $75.5K
52.9K $2.5B
MAR
Marriott International Inc

Consumer Cyclical
71
+ 4.27%
$255.35 - $282.87 $18.1K - $20.1K
1.73K $452M
AXON
Axon Enterprise, Inc.

Industrials
30
+ 9.97%
$698.02 - $870.97 $20.9K - $26.1K
331 $238M
PSA
Public Storage

Real Estate
55
+ 0.91%
$271.94 - $298.09 $15K - $16.4K
6.1K $1.76B
PEG
Public Service Enterprise Group Inc

Utilities
122
+ 0.37%
$79.99 - $90.14 $9.76K - $11K
32.8K $2.73B
DLR
Digital Realty Trust, Inc.

Real Estate
21
+ 0.1%
$161.21 - $180.02 $3.39K - $3.78K
20.5K $3.54B
EMR
Emerson Electric CO

Industrials
8
+ 0.03%
$128.6 - $149.63 $1.03K - $1.2K
25.1K $3.29B
UL
Unilever PLC

Consumer Defensive
246
+ 0.42%
$58.43 - $65.01 $14.4K - $16K
58.6K $3.47B
FTNT
Fortinet, Inc.

Technology
377
+ 5.87%
$74.39 - $107.65 $28K - $40.6K
6.8K $572M
IBM
International Business Machines Corp

Technology
206
+ 1.33%
$234.77 - $292.47 $48.4K - $60.2K
15.7K $4.43B
SPGI
S&P Global Inc.

Financial Services
121
+ 2.49%
$484.94 - $564.15 $58.7K - $68.3K
4.98K $2.42B
ADBE
Adobe Inc.

Technology
1
+ 0.02%
$333.65 - $392.1 $334 - $392
6.23K $2.2B
EQH
Equitable Holdings, Inc.

Financial Services
1.01K
+ 1.47%
$50.09 - $55.88 $50.4K - $56.2K
69.6K $3.53B
OWL
Blue Owl Capital Inc.

Financial Services
2.99K
+ 1.86%
$16.93 - $20.8 $50.6K - $62.1K
163K $2.76B
Activity Summary
Buys All Purchases 1133 New Holdings 1080 Increased Positions 53 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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