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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$200B
$1.89 Billion 0.93% of portfolio
10,933
Q2 2024 New
$0
$1.89 Billion 0.92% of portfolio
63,576
Q2 2024 Added 15.99%
$76.9B
$1.88 Billion 0.92% of portfolio
17,030
Q2 2024 Added 6.75%
$77.1B
$1.77 Billion 0.87% of portfolio
1,676
Q2 2024 Added 14.09%
$76.5B
$1.77 Billion 0.87% of portfolio
4,066
Q2 2024 Added 8.77%
$0
$1.76 Billion 0.86% of portfolio
33,345
Q2 2024 Added 4.74%
$113B
$1.74 Billion 0.85% of portfolio
25,419
Q2 2024 Added 8.05%
$17.1B
$1.71 Billion 0.84% of portfolio
34,702
Q2 2024 Added 3.58%
$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%
$121B
$1.6 Billion 0.79% of portfolio
33,053
Q2 2024 Added 7.61%
$149B
$1.59 Billion 0.78% of portfolio
7,039
Q2 2024 Added 3.17%
$168B
$1.52 Billion 0.75% of portfolio
3,418
Q2 2024 Added 7.86%
$22.4B
$1.49 Billion 0.73% of portfolio
5,149
Q2 2024 Added 7.61%
$0
$1.04 Billion 0.51% of portfolio
1,918
Q2 2024 Reduced 8.71%
$150B
$874 Million 0.43% of portfolio
2,786
Q2 2024 Added 120.94%
$0
$797 Million 0.39% of portfolio
3,017
Q2 2024 Added 232.27%
$237B
$710 Million 0.35% of portfolio
4,972
Q2 2024 Reduced 0.56%
$711B
$709 Million 0.35% of portfolio
783
Q2 2024 Added 38.1%
$0
$624 Million 0.31% of portfolio
5,658
Q2 2024 Added 36.96%
$518B
$633 Million 0.31% of portfolio
4,485
Q2 2024 Added 0.67%
$0
$635 Million 0.31% of portfolio
19,492
Q2 2024 Added 52.32%
$1.26T
$605 Million 0.3% of portfolio
1,199
Q2 2024 Added 101.17%
$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%
$3.21B
$514 Million 0.25% of portfolio
32,358
Q2 2024 Reduced 0.05%
$1.01T
$508 Million 0.25% of portfolio
2,769
Q2 2024 Added 29.21%
$0
$422 Million 0.21% of portfolio
772
Q2 2024 Reduced 7.32%
$73.2B
$409 Million 0.2% of portfolio
6,792
Q2 2024 Added 5.14%
$0
$409 Million 0.2% of portfolio
1,810
Q2 2024 Reduced 10.0%
$507B
$408 Million 0.2% of portfolio
1,555
Q2 2024 Added 3.46%
$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
$97.5B
$239 Million 0.12% of portfolio
3,166
Q2 2024 Reduced 27.42%
$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
$418B
$228 Million 0.11% of portfolio
1,384
Q2 2024 Added 4.53%
$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

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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