Jpl Wealth Management, LLC Incresed Positions in Q2 2025

Jpl Wealth Management, LLC

  • $371 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHO
Schwab Short Term Us Treasury

ETFs
70.6K
+ 12.21%
$24.19 - $24.45 $1.71M - $1.73M
649K $15.8B
NVDA
Nvidia Corp

Technology
78
+ 0.29%
$94.31 - $157.99 $7.36K - $12.3K
26.9K $4.24B
VTI
Vanguard Total Stock Market Et

ETFs
610
+ 1.71%
$243.75 - $303.93 $149K - $185K
36.2K $11B
QQQ
Invesco Qqq Trust, Series 1

ETFs
421
+ 3.53%
$416.06 - $551.64 $175K - $232K
12.3K $6.81B
SOXX
Ishares Semiconductor ETF

ETFs
956
+ 5.41%
$154.86 - $239.07 $148K - $229K
18.6K $4.44B
GOOGL
Alphabet Inc.

Communication Services
517
+ 1.23%
$144.7 - $178.6 $74.8K - $92.3K
42.7K $7.52B
CAT
Caterpillar Inc

Industrials
265
+ 1.9%
$273.94 - $388.21 $72.6K - $103K
14.2K $5.52B
ARES
Ares Management Corp

Financial Services
21
+ 0.06%
$118.04 - $175.83 $2.48K - $3.69K
34.2K $5.93B
OEF
Ishares S&P 100 ETF

ETFs
1.01K
+ 5.65%
N/A
18.8K $5.72B
NFLX
Netflix Inc

Communication Services
197
+ 13.62%
$855.86 - $1339.13 $169K - $264K
1.64K $2.2B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
5.71K
+ 2.3%
$17.76 - $22.1 $101K - $126K
253K $5.6B
IWP
Ishares Russell Mid Cap Growth

ETFs
671
+ 2.46%
$104.34 - $138.68 $70K - $93.1K
27.9K $3.87B
EMR
Emerson Electric CO

Industrials
558
+ 2.27%
$94.15 - $133.33 $52.5K - $74.4K
25.1K $3.35B
DLR
Digital Realty Trust, Inc.

Real Estate
95
+ 0.47%
$136.11 - $177.69 $12.9K - $16.9K
20.4K $3.56B
WMT
Walmart Inc.

Consumer Defensive
1.24K
+ 2.37%
$81.79 - $99.98 $102K - $124K
53.7K $5.25B
PLTR
Palantir Technologies Inc.

Technology
2.08K
+ 34.6%
$74.01 - $144.25 $154K - $300K
8.08K $1.1B
VOT
Vanguard Mid Cap Growth Index

ETFs
72
+ 0.5%
$216.28 - $284.39 $15.6K - $20.5K
14.4K $4.1B
DFAI
Dimensional ETF Tr

ETFs
5.69K
+ 5.21%
$28.02 - $34.71 $159K - $197K
115K $3.97B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
4.38K
+ 11.39%
$116.93 - $119.39 $512K - $523K
42.8K $5.1B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.29K
+ 2.06%
$51.16 - $62.02 $117K - $142K
114K $7.06B
IEFA
Ishares Tr

ETFs
653
+ 1.16%
$67.83 - $84.09 $44.3K - $54.9K
57K $4.76B
MS
Morgan Stanley

Financial Services
376
+ 2.09%
$99.83 - $140.86 $37.5K - $53K
18.4K $2.59B
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
506
+ 1.13%
$65.04 - $82.18 $32.9K - $41.6K
45.3K $3.72B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
5.79K
+ 4.04%
$51.68 - $52.76 $299K - $306K
149K $7.87B
ING
Ing Groep Nv

Financial Services
1.94K
+ 1.43%
$16.62 - $21.98 $32.2K - $42.6K
138K $3.01B
LAMR
Lamar Advertising CO

Real Estate
760
+ 2.31%
$102.35 - $121.67 $77.8K - $92.5K
33.6K $4.08B
DGRO
Ishares Core Dividend Growth E

ETFs
1.11K
+ 1.38%
$55.22 - $63.94 $61.2K - $70.9K
81.5K $5.21B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
104
+ 0.08%
$29.52 - $35.31 $3.07K - $3.67K
132K $4.67B
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
11.4K
+ 27.09%
$20.16 - $20.49 $229K - $233K
53.3K $1.09B
MA
Mastercard Inc

Financial Services
203
+ 2.53%
$479.92 - $590.74 $97.4K - $120K
8.24K $4.63B
EPI
Wisdomtree Tr India Earnings F

ETFs
1.78K
+ 7.9%
$41.3 - $47.52 $73.3K - $84.3K
24.3K $1.15B
DHI
Horton D R Inc

Consumer Cyclical
775
+ 2.81%
$115.1 - $129.63 $89.2K - $100K
28.4K $3.66B
UL
Unilever PLC

Consumer Defensive
824
+ 1.43%
$57.9 - $65.43 $47.7K - $53.9K
58.3K $3.57B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
5.92K
+ 8.98%
$22.54 - $23.17 $133K - $137K
71.8K $1.65B
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
1.53K
+ 1.74%
$43.28 - $50.37 $66.2K - $77.1K
89.5K $4.49B
SPGI
S&P Global Inc.

Financial Services
47
+ 0.98%
$438.31 - $527.29 $20.6K - $24.8K
4.86K $2.56B
SPIB
Spdr Portfolio Intermediate Te

ETFs
2.44K
+ 4.08%
$32.62 - $33.58 $79.6K - $82K
62.3K $2.09B
PEG
Public Service Enterprise Group Inc

Utilities
364
+ 1.13%
$77.13 - $84.18 $28.1K - $30.6K
32.6K $2.75B
TSLA
Tesla, Inc.

Consumer Cyclical
127
+ 15.99%
$221.86 - $362.89 $28.2K - $46.1K
921 $293M
MAR
Marriott International Inc

Consumer Cyclical
1
+ 0.06%
$211.12 - $274.14 $211 - $274
1.66K $454M
HD
Home Depot, Inc.

Consumer Cyclical
139
+ 1.69%
$335.24 - $380.78 $46.6K - $52.9K
8.37K $3.07B
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
2.25K
+ 6.78%
$21.55 - $22.2 $48.5K - $50K
35.5K $784M
GOOG
Alphabet Inc.

Communication Services
61
+ 3.39%
$146.58 - $180.01 $8.94K - $11K
1.86K $330M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
587
+ 4.7%
$51.1 - $53.29 $30K - $31.3K
13.1K $696M
HYDB
Ishares Tr Edge High Yield Def

ETFs
455
+ 5.83%
$44.64 - $47.48 $20.3K - $21.6K
8.26K $392M
PSA
Public Storage

Real Estate
182
+ 3.11%
$266.31 - $309.77 $48.5K - $56.4K
6.04K $1.77B
SDOG
Alps Sector Dividend Dogs ETF

ETFs
640
+ 1.39%
$50.46 - $58.08 $32.3K - $37.2K
46.8K $2.69B
SO
Southern CO

Utilities
127
+ 0.32%
$84.91 - $92.56 $10.8K - $11.8K
39.9K $3.67B
XEL
Xcel Energy Inc

Utilities
8
+ 0.24%
$65.65 - $72.39 $525 - $579
3.33K $227M
Activity Summary
Buys All Purchases 72 New Holdings 3 Increased Positions 69 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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