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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.57T
$7.85 Billion 3.85% of portfolio
37,279
Q2 2024 Added 10.49%
$3.04T
$6.34 Billion 3.1% of portfolio
14,177
Q2 2024 Added 16.82%
$1.02T
$5.22 Billion 2.56% of portfolio
28,677
Q2 2024 Added 10.55%
$392B
$4.69 Billion 2.3% of portfolio
5,514
Q2 2024 Added 14.71%
$301B
$4.39 Billion 2.15% of portfolio
28,050
Q2 2024 Added 5.85%
$1.99T
$4 Billion 1.96% of portfolio
20,695
Q2 2024 Added 17.46%
$354B
$3.26 Billion 1.6% of portfolio
18,999
Q2 2024 Added 6.34%
$224B
$3.05 Billion 1.49% of portfolio
45,054
Q2 2024 Added 4.85%
$494B
$2.92 Billion 1.43% of portfolio
25,404
Q2 2024 Added 1,118.42%
$482B
$2.79 Billion 1.37% of portfolio
6,329
Q2 2024 Added 4.59%
$339B
$2.8 Billion 1.37% of portfolio
22,655
Q2 2024 Added 1,132.59%
$522B
$2.79 Billion 1.37% of portfolio
5,481
Q2 2024 Added 13.27%
$229B
$2.44 Billion 1.2% of portfolio
14,810
Q2 2024 Added 7.68%
$645B
$2.4 Billion 1.17% of portfolio
11,842
Q2 2024 Added 9.6%
$258B
$2.22 Billion 1.09% of portfolio
17,896
Q2 2024 Added 6.4%
$405B
$2.17 Billion 1.06% of portfolio
6,300
Q2 2024 Added 4.48%
$217B
$2.11 Billion 1.03% of portfolio
6,959
Q2 2024 Added 10.74%
$336B
$1.03 Billion 0.51% of portfolio
1,533
Q2 2024 Added 7.58%
$248B
$710 Million 0.35% of portfolio
4,972
Q2 2024 Reduced 0.56%
$766B
$709 Million 0.35% of portfolio
783
Q2 2024 Added 38.1%
$457B
$633 Million 0.31% of portfolio
4,485
Q2 2024 Added 0.67%
$1.28T
$605 Million 0.3% of portfolio
1,199
Q2 2024 Added 101.17%
$1.04T
$508 Million 0.25% of portfolio
2,769
Q2 2024 Added 29.21%
$477B
$408 Million 0.2% of portfolio
1,555
Q2 2024 Added 3.46%
$391B
$228 Million 0.11% of portfolio
1,384
Q2 2024 Added 4.53%

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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