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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.41 Billion 0.94% of portfolio
32,497
Q1 2025 Added 73.28%
$14.9B
$2.37 Billion 0.93% of portfolio
44,638
Q1 2025 Added 17.8%
$5.58B
$2.36 Billion 0.92% of portfolio
2,091
Q1 2025 Added 27.16%
$77.6B
$2.35 Billion 0.92% of portfolio
4,914
Q1 2025 Added 20.92%
$135B
$2.3 Billion 0.9% of portfolio
31,429
Q1 2025 Added 12.61%
$20.4B
$2.27 Billion 0.89% of portfolio
6,593
Q1 2025 Added 18.43%
$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%
$136B
$2.19 Billion 0.86% of portfolio
8,919
Q1 2025 Added 11.56%
$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%
$121B
$2.02 Billion 0.79% of portfolio
41,499
Q1 2025 Added 21.83%
$0
$1.97 Billion 0.77% of portfolio
86,708
Q1 2025 Reduced 23.98%
$359B
$1.9 Billion 0.74% of portfolio
2,101
Q1 2025 Added 1,174.3%
$163B
$1.87 Billion 0.73% of portfolio
4,397
Q1 2025 Added 9.37%
$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%
$543B
$855 Million 0.33% of portfolio
1,407
Q1 2025 Added 2.77%
$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%
$168B
$603 Million 0.24% of portfolio
4,699
Q1 2025 Added 35.22%
$561B
$595 Million 0.23% of portfolio
4,736
Q1 2025 Reduced 1.98%
$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
$2.98B
$507 Million 0.2% of portfolio
32,373
Q1 2025 Reduced 0.05%
$0
$480 Million 0.19% of portfolio
5,088
Q1 2025 Added 49.91%
$585B
$473 Million 0.19% of portfolio
1,696
Q1 2025 Reduced 10.5%
$75.6B
$450 Million 0.18% of portfolio
4,791
Q1 2025 New
$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
$81.1B
$440 Million 0.17% of portfolio
6,445
Q1 2025 Reduced 0.25%
$475B
$427 Million 0.17% of portfolio
3,670
Q1 2025 Added 986.35%

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
Track This Portfolio

Track Jpl Wealth Management, LLC Portfolio

Follow Jpl Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jpl Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jpl Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email