Jpl Wealth Management, LLC Portfolio Holdings

Jpl Wealth Management, LLC

  • $204 Billion
  • Q2 2024

Jpl Wealth Management, LLC has filed its 13F form on July 31, 2024 for Q2 2024 where it was disclosed a total value porftolio of $204 Billion distributed in 104 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $7.85B, Broadcom Inc. with a value of $7.41B, Microsoft Corp with a value of $6.34B, Schwab Short Term Us Treasury with a value of $5.37B, and Alphabet Inc. with a value of $5.22B.

Examining the 13F form we can see an increase of $23B in the current position value, from $181B to 204B.

Jpl Wealth Management, LLC is based out at Highlands Ranch, CO

Below you can find more details about Jpl Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $204 Billion
ETFs: $70.6 Billion
Technology: $32.3 Billion
Healthcare: $16.7 Billion
Industrials: $16.4 Billion
Consumer Defensive: $15.1 Billion
Financial Services: $14.3 Billion
Consumer Cyclical: $10.4 Billion
Energy: $9.32 Billion
Other: $15.3 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$5.37 Billion 2.63% of portfolio
111,613
Q2 2024 Added 155.93%
$0
$4.41 Billion 2.16% of portfolio
75,405
Q2 2024 Added 27.87%
$0
$4.11 Billion 2.01% of portfolio
15,374
Q2 2024 Added 113.62%
$0
$3.88 Billion 1.9% of portfolio
75,817
Q2 2024 Added 8.55%
$0
$3.79 Billion 1.86% of portfolio
7,911
Q2 2024 Added 9.07%
$0
$3.5 Billion 1.71% of portfolio
73,736
Q2 2024 Added 14.3%
$0
$3.29 Billion 1.61% of portfolio
105,625
Q2 2024 Added 3.39%
$0
$3.22 Billion 1.58% of portfolio
83,848
Q2 2024 Added 3.18%
$0
$3 Billion 1.47% of portfolio
52,127
Q2 2024 Added 5.16%
$0
$2.83 Billion 1.39% of portfolio
60,490
Q2 2024 Added 5.79%
$0
$2.81 Billion 1.38% of portfolio
5,618
Q2 2024 Added 112.88%
$0
$2.75 Billion 1.35% of portfolio
11,160
Q2 2024 Added 5.62%
$0
$2.62 Billion 1.28% of portfolio
27,731
Q2 2024 Added 2.06%
$0
$2.6 Billion 1.27% of portfolio
132,424
Q2 2024 Added 4.36%
$0
$2.15 Billion 1.06% of portfolio
9,384
Q2 2024 Added 8.05%
$0
$2.03 Billion 0.99% of portfolio
27,312
Q2 2024 Added 3.62%
$0
$1.76 Billion 0.86% of portfolio
33,345
Q2 2024 Added 4.74%
$0
$1.7 Billion 0.83% of portfolio
14,740
Q2 2024 Added 23.39%
$0
$1.65 Billion 0.81% of portfolio
21,274
Q2 2024 Added 29.26%
$0
$1.66 Billion 0.81% of portfolio
22,878
Q2 2024 Added 72.18%
$0
$1.04 Billion 0.51% of portfolio
1,918
Q2 2024 Reduced 8.71%
$0
$797 Million 0.39% of portfolio
3,017
Q2 2024 Added 232.27%
$0
$624 Million 0.31% of portfolio
5,658
Q2 2024 Added 36.96%
$0
$635 Million 0.31% of portfolio
19,492
Q2 2024 Added 52.32%
$0
$598 Million 0.29% of portfolio
2,009
Q1 2024 Added 90.61%
$0
$546 Million 0.27% of portfolio
15,355
Q2 2024 New
$0
$535 Million 0.26% of portfolio
1,467
Q1 2024 Added 51.86%
$0
$422 Million 0.21% of portfolio
772
Q2 2024 Reduced 7.32%
$0
$409 Million 0.2% of portfolio
1,810
Q2 2024 Reduced 10.0%
$0
$341 Million 0.17% of portfolio
6,363
Q2 2024 New
$0
$332 Million 0.16% of portfolio
2,280
Q2 2024 Reduced 13.14%
$0
$325 Million 0.16% of portfolio
6,582
Q2 2024 Reduced 13.1%
$0
$287 Million 0.14% of portfolio
1,575
Q2 2024 Reduced 3.2%
$0
$280 Million 0.14% of portfolio
3,571
Q1 2024 Added 10.05%
$0
$280 Million 0.14% of portfolio
3,073
Q2 2024 Reduced 10.25%
$0
$243 Million 0.12% of portfolio
1,482
Q1 2024 New
$0
$255 Million 0.12% of portfolio
682
Q2 2024 Reduced 12.68%
$0
$240 Million 0.12% of portfolio
4,199
Q1 2024 New
$0
$245 Million 0.12% of portfolio
2,010
Q2 2024 Reduced 13.73%
$0
$214 Million 0.11% of portfolio
2,795
Q2 2024 Reduced 16.24%
$0
$229 Million 0.11% of portfolio
2,668
Q1 2024 New
$0
$226 Million 0.11% of portfolio
1,407
Q2 2024 Reduced 12.17%
$0
$233 Million 0.11% of portfolio
2,053
Q1 2024 New
$0
$224 Million 0.11% of portfolio
1,487
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 104
  • Current Value $204 Billion
  • Prior Value $181 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 31, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 4 stocks
  • Additional Purchases 76 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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