Jpl Wealth Management, LLC Portfolio Holdings

Jpl Wealth Management, LLC

  • $255 Billion
  • Q1 2025

Jpl Wealth Management, LLC has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $255 Billion distributed in 129 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $7.76B, Broadcom Inc. with a value of $7.01B, Microsoft Corp with a value of $6.77B, Chevron Corp with a value of $5.71B, and Vanguard Index Fds S&P 500 ETF with a value of $5.34B.

Examining the 13F form we can see an decrease of $93.7B in the current position value, from $349B to 255B.

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 $255 Billion
ETFs: $101 Billion
Technology: $34.5 Billion
Healthcare: $21 Billion
Industrials: $20.4 Billion
Consumer Defensive: $17.1 Billion
Financial Services: $17 Billion
Consumer Cyclical: $13 Billion
Energy: $12 Billion
Other: $15.8 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$5.34 Billion 2.09% of portfolio
11,112
Q1 2025 Reduced 55.22%
$0
$5.01 Billion 1.96% of portfolio
97,669
Q1 2025 Added 46.75%
$0
$4.96 Billion 1.94% of portfolio
81,624
Q1 2025 Added 36.62%
$0
$4.51 Billion 1.76% of portfolio
91,540
Q1 2025 Reduced 82.65%
$0
$4.33 Billion 1.69% of portfolio
132,349
Q1 2025 New
$0
$4.15 Billion 1.63% of portfolio
9,357
Q1 2025 Added 27.38%
$0
$4.06 Billion 1.59% of portfolio
104,036
Q1 2025 Added 138.05%
$0
$3.9 Billion 1.53% of portfolio
80,847
Q1 2025 Added 615.14%
$0
$3.82 Billion 1.49% of portfolio
65,739
Q1 2025 Added 22.3%
$0
$3.6 Billion 1.41% of portfolio
73,918
Q1 2025 Added 19.04%
$0
$3.36 Billion 1.32% of portfolio
162,810
Q1 2025 New
$0
$3.27 Billion 1.28% of portfolio
36,573
Q1 2025 Added 8.09%
$0
$3.23 Billion 1.27% of portfolio
12,437
Q1 2025 Added 186.12%
$0
$3.2 Billion 1.25% of portfolio
14,175
Q1 2025 Added 24.57%
$0
$2.87 Billion 1.12% of portfolio
12,162
Q1 2025 Added 17.83%
$0
$2.77 Billion 1.08% of portfolio
36,370
Q1 2025 Added 23.21%
$0
$2.22 Billion 0.87% of portfolio
41,112
Q1 2025 Added 12.33%
$0
$2.22 Billion 0.87% of portfolio
27,591
Q1 2025 Added 530.59%
$0
$2.15 Billion 0.84% of portfolio
71,308
Q1 2025 Added 53.05%
$0
$2.14 Billion 0.84% of portfolio
18,459
Q1 2025 Added 108.33%
$0
$1.97 Billion 0.77% of portfolio
86,708
Q1 2025 Reduced 23.98%
$0
$1.57 Billion 0.61% of portfolio
2,993
Q1 2025 Reduced 13.23%
$0
$1.43 Billion 0.56% of portfolio
24,679
Q1 2025 New
$0
$1.24 Billion 0.48% of portfolio
25,642
Q1 2025 New
$0
$1.21 Billion 0.47% of portfolio
19,630
Q4 2024 New
$0
$1.17 Billion 0.46% of portfolio
54,053
Q1 2025 Reduced 38.53%
$0
$1.11 Billion 0.44% of portfolio
14,515
Q1 2025 New
$0
$986 Million 0.39% of portfolio
12,057
Q1 2025 New
$0
$983 Million 0.38% of portfolio
16,490
Q1 2025 New
$0
$869 Million 0.34% of portfolio
7,613
Q1 2025 Added 257.66%
$0
$853 Million 0.33% of portfolio
4,447
Q1 2025 Added 31.03%
$0
$777 Million 0.3% of portfolio
23,771
Q1 2025 Added 151.84%
$0
$754 Million 0.3% of portfolio
21,615
Q1 2025 Reduced 43.44%
$0
$661 Million 0.26% of portfolio
13,178
Q1 2025 Added 131.15%
$0
$652 Million 0.26% of portfolio
4,006
Q1 2025 Added 21.79%
$0
$645 Million 0.25% of portfolio
1,875
Q1 2025 Reduced 48.43%
$0
$631 Million 0.25% of portfolio
2,552
Q1 2025 Added 596.75%
$0
$620 Million 0.24% of portfolio
1,180
Q1 2025 Reduced 39.75%
$0
$605 Million 0.24% of portfolio
2,099
Q4 2024 Added 4.48%
$0
$550 Million 0.22% of portfolio
1,631
Q1 2025 Reduced 19.99%
$0
$561 Million 0.22% of portfolio
5,896
Q1 2025 New
$0
$561 Million 0.22% of portfolio
7,445
Q1 2025 New
$0
$538 Million 0.21% of portfolio
2,584
Q1 2025 Added 62.82%
$0
$533 Million 0.21% of portfolio
4,824
Q1 2025 New
$0
$480 Million 0.19% of portfolio
5,088
Q1 2025 Added 49.91%
$0
$458 Million 0.18% of portfolio
2,789
Q1 2025 Reduced 57.05%
$0
$459 Million 0.18% of portfolio
1,837
Q4 2024 New
$0
$420 Million 0.16% of portfolio
2,843
Q1 2025 New
$0
$321 Million 0.13% of portfolio
4,016
Q1 2025 Reduced 1.27%

Summary

  • Portfolio
  • No. of Stocks 129
  • Current Value $255 Billion
  • Prior Value $349 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 06, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 23 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 73 stocks
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