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
$3.14T
$7.76 Billion 3.04% of portfolio
45,272
Q1 2025 Added 14.15%
$101B
$7.01 Billion 2.74% of portfolio
5,288
Q1 2025 Added 841.32%
$3.56T
$6.77 Billion 2.65% of portfolio
16,082
Q1 2025 Added 30.13%
$291B
$5.71 Billion 2.23% of portfolio
36,190
Q1 2025 Added 19.98%
$0
$5.34 Billion 2.09% of portfolio
11,112
Q1 2025 Reduced 55.22%
$993B
$5.16 Billion 2.02% of portfolio
34,158
Q1 2025 Added 23.41%
$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%
$433B
$4.46 Billion 1.75% of portfolio
6,089
Q1 2025 Added 16.09%
$189B
$4.36 Billion 1.71% of portfolio
11,901
Q1 2025 Added 17.3%
$28.4B
$4.31 Billion 1.69% of portfolio
32,404
Q1 2025 Added 5.62%
$0
$4.33 Billion 1.69% of portfolio
132,349
Q1 2025 New
$328B
$4.23 Billion 1.66% of portfolio
23,248
Q1 2025 Added 16.3%
$0
$4.15 Billion 1.63% of portfolio
9,357
Q1 2025 Added 27.38%
Thomson Reuters Corp.
-
$4.12 Billion 1.61% of portfolio
-
Q1 2025 Added 15.13%
$2.19T
$3.98 Billion 1.56% of portfolio
22,058
Q1 2025 Added 21.89%
$268B
$3.93 Billion 1.54% of portfolio
78,769
Q1 2025 New
$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%
$543B
$3.67 Billion 1.44% of portfolio
7,616
Q1 2025 Added 5.51%
$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
$31.5B
$3.33 Billion 1.3% of portfolio
47,617
Q1 2025 Reduced 10.53%
$289B
$3.3 Billion 1.29% of portfolio
6,662
Q1 2025 Added 560.81%
$10.4B
$3.28 Billion 1.28% of portfolio
27,450
Q1 2025 Added 19.81%
$0
$3.27 Billion 1.28% of portfolio
36,573
Q1 2025 Added 8.09%
$41.7B
$3.26 Billion 1.28% of portfolio
19,830
Q1 2025 Added 39.09%
$0
$3.23 Billion 1.27% of portfolio
12,437
Q1 2025 Added 186.12%
$256B
$3.22 Billion 1.26% of portfolio
53,545
Q1 2025 Reduced 2.01%
$0
$3.2 Billion 1.25% of portfolio
14,175
Q1 2025 Added 24.57%
$178B
$3.2 Billion 1.25% of portfolio
18,286
Q1 2025 Added 23.2%
$0
$3.13 Billion 1.23% of portfolio
11,942
Q1 2025 New
$59.6B
$3.02 Billion 1.18% of portfolio
5,394
Q1 2025 Added 27.36%
$197B
$3.01 Billion 1.18% of portfolio
8,677
Q1 2025 Added 25.4%
$357B
$2.93 Billion 1.15% of portfolio
7,638
Q1 2025 Added 7.7%
$198B
$2.88 Billion 1.13% of portfolio
21,792
Q1 2025 Reduced 85.38%
$177B
$2.85 Billion 1.12% of portfolio
16,372
Q1 2025 Added 25.81%
$158B
$2.86 Billion 1.12% of portfolio
6,961
Q1 2025 Added 16.92%
$0
$2.87 Billion 1.12% of portfolio
12,162
Q1 2025 Added 17.83%
$791B
$2.85 Billion 1.11% of portfolio
14,218
Q1 2025 Added 12.36%
$0
$2.77 Billion 1.08% of portfolio
36,370
Q1 2025 Added 23.21%
$73B
$2.71 Billion 1.06% of portfolio
21,161
Q1 2025 Added 34.99%
$158B
$2.64 Billion 1.03% of portfolio
52,671
Q1 2025 Added 9.22%
$50.6B
$2.62 Billion 1.02% of portfolio
18,176
Q1 2025 Added 11.9%
$55B
$2.58 Billion 1.01% of portfolio
21,016
Q1 2025 Added 29.99%
$96.3B
$2.58 Billion 1.01% of portfolio
35,926
Q1 2025 Added 10.83%
$75.3B
$2.44 Billion 0.96% of portfolio
21,550
Q1 2025 Added 13.87%
$155B
$2.43 Billion 0.95% of portfolio
8,557
Q1 2025 Added 17.51%

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