Jpl Wealth Management, LLC Portfolio Holdings

Jpl Wealth Management, LLC

  • $349 Billion
  • Q4 2024

Jpl Wealth Management, LLC has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $349 Billion distributed in 140 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Unitedhealth Group Inc with a value of $21.9B, Broadcom Inc. with a value of $13.5B, Apple Inc. with a value of $12.9B, Schwab Short Term Us Treasury with a value of $12.4B, and Vanguard Total Stock Market Et with a value of $9.69B.

Examining the 13F form we can see an increase of $145B in the current position value, from $204B to 349B.

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 $349 Billion
ETFs: $120 Billion
Technology: $53.4 Billion
Healthcare: $39.2 Billion
Financial Services: $28.4 Billion
Industrials: $24.4 Billion
Consumer Defensive: $21.8 Billion
Consumer Cyclical: $16.5 Billion
Energy: $13.4 Billion
Other: $26.4 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$436B
$21.9 Billion 6.28% of portfolio
43,317
Q4 2024 Added 690.31%
$88.6B
$13.5 Billion 3.86% of portfolio
58,102
Q4 2024 Added 1,159.53%
$3.95T
$12.9 Billion 3.69% of portfolio
51,474
Q4 2024 Added 38.08%
$0
$12.4 Billion 3.55% of portfolio
515,478
Q4 2024 Added 361.84%
$0
$9.69 Billion 2.77% of portfolio
33,431
Q4 2024 Added 117.45%
$3.04T
$8.32 Billion 2.38% of portfolio
19,748
Q4 2024 Added 39.3%
$1.1T
$7.93 Billion 2.27% of portfolio
41,910
Q4 2024 Added 46.14%
$0
$7.04 Billion 2.01% of portfolio
136,078
Q4 2024 Added 79.48%
$0
$6.83 Billion 1.96% of portfolio
109,634
Q4 2024 Added 45.39%
$458B
$6.61 Billion 1.89% of portfolio
7,209
Q4 2024 Added 30.74%
$307B
$6.04 Billion 1.73% of portfolio
41,694
Q4 2024 Added 48.64%
$29.9B
$5.99 Billion 1.72% of portfolio
33,843
Q4 2024 Added 35.1%
$2.21T
$5.91 Billion 1.69% of portfolio
26,954
Q4 2024 Added 30.24%
$0
$5.85 Billion 1.68% of portfolio
11,447
Q4 2024 Added 44.7%
$257B
$5.26 Billion 1.51% of portfolio
58,200
Q4 2024 Added 29.18%
$180B
$4.91 Billion 1.41% of portfolio
13,536
Q4 2024 Added 30.67%
$0
$4.7 Billion 1.35% of portfolio
76,601
Q4 2024 Added 46.95%
Thomson Reuters Corp
-
$4.72 Billion 1.35% of portfolio
-
Q4 2024 Added 29.87%
$357B
$4.61 Billion 1.32% of portfolio
25,953
Q4 2024 Added 36.6%
$0
$4.58 Billion 1.31% of portfolio
127,868
Q4 2024 New
$0
$4.51 Billion 1.29% of portfolio
164,909
Q4 2024 Added 675.17%
$0
$4.33 Billion 1.24% of portfolio
234,200
Q4 2024 Added 179.31%
$0
$4.28 Billion 1.23% of portfolio
83,973
Q4 2024 Added 38.82%
$532B
$4.24 Billion 1.21% of portfolio
8,055
Q4 2024 Added 27.27%
$0
$4.13 Billion 1.18% of portfolio
35,710
Q4 2024 Added 142.27%
$627B
$4.09 Billion 1.17% of portfolio
9,031
Q4 2024 Added 74.92%
$461B
$4.04 Billion 1.16% of portfolio
37,581
Q4 2024 Added 47.93%
$775B
$4 Billion 1.15% of portfolio
16,703
Q4 2024 Added 41.05%
$0
$3.99 Billion 1.14% of portfolio
39,195
Q4 2024 Added 41.34%
$10.6B
$3.83 Billion 1.1% of portfolio
31,493
Q4 2024 Added 29.92%
$230B
$3.7 Billion 1.06% of portfolio
10,528
Q4 2024 Added 51.29%
$0
$3.66 Billion 1.05% of portfolio
52,142
Q4 2024 Added 127.91%
$177B
$3.66 Billion 1.05% of portfolio
19,504
Q4 2024 Added 34.79%
$53.5B
$3.67 Billion 1.05% of portfolio
26,145
Q4 2024 Added 42.05%
$0
$3.6 Billion 1.03% of portfolio
14,206
Q4 2024 Added 51.39%
$0
$3.54 Billion 1.01% of portfolio
16,410
Q4 2024 Added 47.04%
$43.8B
$3.53 Billion 1.01% of portfolio
25,217
Q4 2024 Added 61.88%
$148B
$3.5 Billion 1.0% of portfolio
8,256
Q4 2024 Added 47.3%
$47.5B
$3.46 Billion 0.99% of portfolio
19,487
Q4 2024 Added 31.92%
$60.9B
$3.41 Billion 0.98% of portfolio
6,560
Q4 2024 Added 57.13%
$335B
$3.38 Billion 0.97% of portfolio
25,172
Q4 2024 Added 11.11%
$36.2B
$3.39 Billion 0.97% of portfolio
53,222
Q4 2024 Added 38.21%
$234B
$3.34 Billion 0.96% of portfolio
15,215
Q4 2024 Added 39.17%
$0
$3.32 Billion 0.95% of portfolio
26,157
Q4 2024 Added 362.3%
$78B
$3.32 Billion 0.95% of portfolio
27,073
Q4 2024 Added 69.73%
$138B
$3.22 Billion 0.92% of portfolio
34,912
Q4 2024 Added 37.35%
$142B
$3.18 Billion 0.91% of portfolio
56,115
Q4 2024 Added 34.81%
$394B
$3.19 Billion 0.91% of portfolio
8,209
Q4 2024 Added 30.3%
$211B
$3.15 Billion 0.9% of portfolio
20,689
Q4 2024 Added 39.7%

Summary

  • Portfolio
  • No. of Stocks 140
  • Current Value $349 Billion
  • Prior Value $204 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 10, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 25 stocks
  • Additional Purchases 78 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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