Jpl Wealth Management, LLC Purchases and Sells in Q1 2025

Jpl Wealth Management, LLC

$255 Billion
Q1 2025

Top Buys

Incresed Positions

22 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHA	70.8K + 341.54%	$23.16 - $27.04 $1.64M - $1.91M	91.5K $4.51B
VOO	6.7K + 151.8%	$507.05 - $563.67 $3.4M - $3.78M	11.1K $5.34B
MRK	17.5K + 409.87%	$83.01 - $101.02 $1.45M - $1.77M	21.8K $2.88B
GOVT	42.4K + 95.82%	$22.25 - $23.0 $944K - $976K	86.7K $1.97B
SPMB	31.5K + 139.18%	$21.23 - $22.14 $668K - $696K	54.1K $1.17B
VEA	7.48K + 131.15%	$47.4 - $52.99 $354K - $396K	13.2K $661M

New Holdings

23 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DES	132K New	$31.63 - $35.22 $4.19M - $4.66M	132K $4.33B
CSCO	78.8K New	$58.74 - $64.87 $4.63M - $5.11M	78.8K $3.93B
PEY	163K New	$20.82 - $22.08 $3.39M - $3.59M	163K $3.36B
PXD	11.9K New	N/A	11.9K $3.13B
VGSH	24.7K New	$58.07 - $58.69 $1.43M - $1.45M	24.7K $1.43B
LMBS	25.6K New	$48.31 - $49.23 $1.24M - $1.26M	25.6K $1.24B

Top Sells

Reduced Positions

73 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UNH	-36.7K - 84.62%	$461.52 - $548.18 $16.9M - $20.1M	6.66K $3.3B
SCHO	-435K - 84.32%	$24.1 - $24.34 $10.5M - $10.6M	80.8K $3.9B
AVGO	-52.8K - 90.9%	$167.43 - $244.7 $8.84M - $12.9M	5.29K $7.01B
VTI	-21K - 62.8%	$271.18 - $303.12 $5.69M - $6.36M	12.4K $3.23B
AAPL	-6.2K - 12.05%	$209.68 - $247.1 $1.3M - $1.53M	45.3K $7.76B
OEF	-13.8K - 84.43%	N/A	2.55K $631M

Activity Summary All Purchases 45 New Holdings 23 Increased Positions 22 All Sells 73 Reductions 73 Sold out 0 Calls 0 Puts 0

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