Jpl Wealth Management, LLC Portfolio Holdings

Jpl Wealth Management, LLC

  • $181 Billion
  • Q1 2024

Jpl Wealth Management, LLC has filed its 13F form on May 10, 2024 for Q1 2024 where it was disclosed a total value porftolio of $181 Billion distributed in 111 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $5.79B, Broadcom Inc. with a value of $5.37B, Microsoft Corp with a value of $5.11B, Chevron Corp with a value of $4.18B, and Alphabet Inc. with a value of $3.92B.

Examining the 13F form we can see an increase of $42.3B in the current position value, from $139B to 181B.

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 $181 Billion
ETFs: $63.4 Billion
Technology: $26.5 Billion
Healthcare: $15.6 Billion
Industrials: $15.2 Billion
Consumer Defensive: $13.3 Billion
Financial Services: $12.7 Billion
Consumer Cyclical: $9.89 Billion
Energy: $8.72 Billion
Other: $12.7 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.38T
$5.79 Billion 3.19% of portfolio
33,741
Q1 2024 Added 36.49%
$650B
$5.37 Billion 2.96% of portfolio
4,052
Q1 2024 Added 14.79%
$3.33T
$5.11 Billion 2.82% of portfolio
12,136
Q1 2024 Added 20.98%
$306B
$4.18 Billion 2.31% of portfolio
26,500
Q1 2024 Added 35.89%
$1.09T
$3.92 Billion 2.16% of portfolio
25,940
Q1 2024 Added 28.9%
$0
$3.58 Billion 1.98% of portfolio
58,971
Q1 2024 Added 546.82%
$0
$3.58 Billion 1.98% of portfolio
69,845
Q1 2024 Added 22.27%
$376B
$3.52 Billion 1.94% of portfolio
4,807
Q1 2024 Added 20.66%
$176B
$3.37 Billion 1.86% of portfolio
9,201
Q1 2024 Added 13.69%
$0
$3.34 Billion 1.84% of portfolio
102,162
Q1 2024 Added 14.66%
$303B
$3.25 Billion 1.8% of portfolio
17,866
Q1 2024 Added 13.7%
$0
$3.22 Billion 1.78% of portfolio
7,253
Q1 2024 Added 32.96%
$22.9B
$3.19 Billion 1.76% of portfolio
23,975
Q1 2024 Added 15.63%
$0
$3.18 Billion 1.75% of portfolio
64,511
Q1 2024 Added 22.15%
$0
$3.17 Billion 1.75% of portfolio
81,265
Q1 2024 Added 20.08%
$1.97T
$3.18 Billion 1.75% of portfolio
17,619
Q1 2024 Added 119.66%
$195B
$2.98 Billion 1.65% of portfolio
59,761
Q1 2024 Added 14.09%
$421B
$2.91 Billion 1.61% of portfolio
6,051
Q1 2024 Added 13.27%
$0
$2.88 Billion 1.59% of portfolio
49,567
Q1 2024 Added 51.05%
$0
$2.79 Billion 1.54% of portfolio
57,179
Q1 2024 Added 29.4%
$0
$2.62 Billion 1.45% of portfolio
126,889
Q1 2024 Added 14.65%
$184B
$2.59 Billion 1.43% of portfolio
42,972
Q1 2024 Added 293.52%
$10.4B
$2.54 Billion 1.4% of portfolio
21,303
Q1 2024 Added 14.51%
$37.5B
$2.51 Billion 1.39% of portfolio
35,908
Q1 2024 Added 46.4%
$0
$2.43 Billion 1.34% of portfolio
27,172
Q1 2024 Added 20.9%
$227B
$2.41 Billion 1.33% of portfolio
13,754
Q1 2024 Added 59.19%
$0
$2.41 Billion 1.33% of portfolio
9,182
Q1 2024 Added 12.93%
$0
$2.39 Billion 1.32% of portfolio
10,566
Q1 2024 Added 256.96%
$476B
$2.39 Billion 1.32% of portfolio
4,839
Q1 2024 Added 63.48%
$352B
$2.31 Billion 1.28% of portfolio
6,030
Q1 2024 Added 12.17%
$49B
$2.33 Billion 1.28% of portfolio
14,145
Q1 2024 Added 32.7%
$314B
$2.22 Billion 1.23% of portfolio
16,820
Q1 2024 Added 19.58%
$191B
$2.18 Billion 1.2% of portfolio
6,284
Q1 2024 Added 34.56%
$177B
$2.18 Billion 1.2% of portfolio
12,510
Q1 2024 Added 17.4%
$593B
$2.16 Billion 1.19% of portfolio
10,805
Q1 2024 Added 23.15%
$59.8B
$2.14 Billion 1.18% of portfolio
3,814
Q1 2024 Added 36.12%
$113B
$2.14 Billion 1.18% of portfolio
5,202
Q1 2024 Added 28.7%
$0
$2.1 Billion 1.16% of portfolio
43,610
Q1 2024 New
$43.7B
$2.06 Billion 1.14% of portfolio
14,318
Q1 2024 Added 15.06%
$0
$2.05 Billion 1.13% of portfolio
8,685
Q1 2024 New
$139B
$2.02 Billion 1.11% of portfolio
40,154
Q1 2024 Added 36.06%
$0
$2 Billion 1.11% of portfolio
26,358
Q1 2024 Added 26.11%
$84.4B
$1.98 Billion 1.09% of portfolio
27,562
Q1 2024 Added 18.42%
$42.7B
$1.92 Billion 1.06% of portfolio
15,639
Q1 2024 Added 40.87%
$73.8B
$1.88 Billion 1.04% of portfolio
14,739
Q1 2024 Added 78.96%
$0
$1.87 Billion 1.03% of portfolio
7,197
Q1 2024 Added 16.06%
$65.1B
$1.81 Billion 1.0% of portfolio
15,953
Q1 2024 Added 22.34%
$67.1B
$1.79 Billion 0.99% of portfolio
3,738
Q1 2024 Added 29.3%
$13.7B
$1.78 Billion 0.98% of portfolio
33,504
Q1 2024 Added 14.81%

Summary

  • Portfolio
  • No. of Stocks 111
  • Current Value $181 Billion
  • Prior Value $139 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 10, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 20 stocks
  • Additional Purchases 79 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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