Jpl Wealth Management, LLC Sells in Q2 2025

Jpl Wealth Management, LLC

  • $371 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-124
- 0.28%
$274.35 - $599.47 $34K - $74.3K
43.9K $13.7B
TXN
Texas Instruments Inc

Technology
-17.5K
- 84.74%
N/A
3.14K $653M
VTV
Vanguard Value ETF

ETFs
-3.65K
- 74.89%
$153.67 - $176.74 $562K - $646K
1.23K $216M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-53
- 0.5%
$483.48 - $539.8 $25.6K - $28.6K
10.6K $5.13B
LLY
Eli Lilly & CO

Healthcare
-80
- 8.71%
$713.71 - $898.95 $57.1K - $71.9K
838 $653M
BSCW
Invesco Exg Tr Slf Indx Fd Tr
-4.78K
- 10.97%
N/A
38.8K $799M
BSCU
Invesco Exc Self Ind Tr

ETFs
-5.72K
- 10.39%
$16.31 - $16.78 $93.4K - $96K
49.4K $828M
MRK
Merck & Co., Inc.

Healthcare
-469
- 14.73%
$73.47 - $87.12 $34.5K - $40.9K
2.72K $215M
HEFA
Ishares Currency Hedged Msci E

ETFs
-1.85K
- 15.11%
$32.11 - $38.21 $59.3K - $70.6K
10.4K $394M
V
Visa Inc.

Financial Services
-148
- 9.75%
$308.27 - $373.31 $45.6K - $55.2K
1.37K $487M
IVV
Ishares Core S&P 500 ETF

ETFs
-113
- 15.89%
$498.8 - $620.9 $56.4K - $70.2K
598 $371M
IEMG
Ishares Inc

ETFs
-786
- 13.61%
N/A
4.99K $300M
ADBE
Adobe Inc.

Technology
-70
- 1.11%
$340.0 - $420.68 $23.8K - $29.4K
6.23K $2.41B
Ishares Tr
-100
- 0.54%
N/A
18.6K $455M
VUG
Vanguard Growth ETF

ETFs
-113
- 11.69%
$329.49 - $438.4 $37.2K - $49.5K
854 $374M
FTNT
Fortinet, Inc.

Technology
-4
- 0.06%
$84.71 - $108.69 $339 - $435
6.43K $679M
SPY
Spdr S&P 500 ETF Trust

ETFs
-62
- 2.39%
$496.48 - $617.85 $30.8K - $38.3K
2.54K $1.57B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-164
- 3.3%
$456.74 - $568.03 $74.9K - $93.2K
4.81K $2.73B
ETN
Eaton Corp PLC

Industrials
-45
- 1.8%
$246.52 - $356.99 $11.1K - $16.1K
2.45K $875M
COST
Costco Wholesale Corp

Consumer Defensive
-64
- 0.91%
$908.13 - $1056.85 $58.1K - $67.6K
7.01K $6.93B
META
Meta Platforms, Inc.

Communication Services
-47
- 2.66%
$484.66 - $738.09 $22.8K - $34.7K
1.72K $1.27B
DE
Deere & CO

Industrials
-18
- 0.22%
$412.99 - $531.48 $7.43K - $9.57K
8.12K $4.13B
ORCL
Oracle Corp

Technology
-88
- 1.9%
$122.82 - $218.63 $10.8K - $19.2K
4.55K $996M
JPM
Jpmorgan Chase & CO

Financial Services
-56
- 0.35%
$210.28 - $289.91 $11.8K - $16.2K
15.9K $4.62B
IBM
International Business Machines Corp

Technology
-8
- 0.05%
$221.03 - $294.78 $1.77K - $2.36K
15.5K $4.56B
Thomson Reuters Corp
-545
- 1.79%
N/A
29.9K $6.02B
PWB
Invesco Exchange Traded Fd Tr

ETFs
-16
- 0.04%
$86.24 - $117.44 $1.38K - $1.88K
39.5K $4.64B
MSFT
Microsoft Corp

Technology
-26
- 0.12%
$354.56 - $497.45 $9.22K - $12.9K
20.9K $10.4B
AVGO
Broadcom Inc.

Technology
-2.41K
- 4.85%
$146.29 - $275.65 $353K - $665K
47.4K $13.1B
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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