Jpl Wealth Management, LLC Purchases in Q2 2024

Jpl Wealth Management, LLC

  • $204 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
SCHO
Schwab Short Term Us Treasury

ETFs
68K
+ 155.93%
$47.75 - $48.13 $3.25M - $3.27M
112K $5.37B
XOM
Exxon Mobil Corp

Energy
23.3K
+ 1118.42%
$108.36 - $122.2 $2.53M - $2.85M
25.4K $2.92B
VTI
Vanguard Total Stock Market Et

ETFs
8.18K
+ 113.62%
$245.23 - $269.4 $2.01M - $2.2M
15.4K $4.11B
AAPL
Apple Inc.

Technology
3.54K
+ 10.49%
$165.0 - $216.67 $584K - $767K
37.3K $7.85B
AVGO
Broadcom Inc.

Technology
561
+ 13.85%
$1204.71 - $1828.87 $676K - $1.03M
4.61K $7.41B
IBM
International Business Machines Corp

Technology
10.9K
New
$164.43 - $190.9 $1.8M - $2.09M
10.9K $1.89B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.98K
+ 112.88%
$455.1 - $504.28 $1.36M - $1.5M
5.62K $2.81B
GOOGL
Alphabet Inc.

Communication Services
2.74K
+ 10.55%
$150.53 - $185.41 $412K - $507K
28.7K $5.22B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.12K
+ 152.84%
$396.73 - $420.24 $1.24M - $1.31M
5.16K $2.1B
MSFT
Microsoft Corp

Technology
2.04K
+ 16.82%
$389.33 - $452.85 $795K - $924K
14.2K $6.34B
NVDA
Nvidia Corp

Technology
20.8K
+ 1132.59%
$118.11 - $1224.4 $2.46M - $25.5M
22.7K $2.8B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
16.4K
+ 27.87%
$56.43 - $60.79 $927K - $999K
75.4K $4.41B
AMZN
Amazon Com Inc

Consumer Cyclical
3.08K
+ 17.46%
$173.67 - $197.85 $534K - $609K
20.7K $4B
Thomson Reuters Corp.
2.6K
+ 12.95%
N/A
22.7K $3.82B
IEFA
Ishares Tr

ETFs
9.59K
+ 72.18%
$70.77 - $76.19 $679K - $731K
22.9K $1.66B
TXN
Texas Instruments Inc

Technology
1.96K
+ 15.67%
$159.68 - $202.54 $313K - $397K
14.5K $2.81B
OEF
Ishares S&P 100 ETF

ETFs
2.11K
+ 232.27%
$234.68 - $265.99 $495K - $561K
3.02K $797M
QQQ
Invesco Qqq Trust, Series 1

ETFs
658
+ 9.07%
$414.65 - $485.21 $273K - $319K
7.91K $3.79B
HEFA
Ishares Currency Hedged Msci E

ETFs
15.4K
New
$33.83 - $35.94 $519K - $552K
15.4K $546M
ETN
Eaton Corp PLC

Industrials
1.53K
+ 120.94%
$303.02 - $340.89 $462K - $520K
2.79K $874M
WMT
Walmart Inc.

Consumer Defensive
2.08K
+ 4.85%
$58.85 - $68.9 $123K - $143K
45.1K $3.05B
UNH
Unitedhealth Group Inc

Healthcare
642
+ 13.27%
$439.2 - $524.63 $282K - $337K
5.48K $2.79B
AMGN
Amgen Inc

Healthcare
687
+ 11.05%
$262.75 - $319.31 $181K - $219K
6.91K $2.16B
SOXX
Ishares Semiconductor ETF

ETFs
594
+ 5.62%
$198.39 - $259.28 $118K - $154K
11.2K $2.75B
LAMR
Lamar Advertising CO

Real Estate
2.94K
+ 13.79%
$110.64 - $121.82 $325K - $358K
24.2K $2.9B
IEMG
Ishares Inc

ETFs
6.36K
New
$50.02 - $54.95 $318K - $350K
6.36K $341M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
4.82K
+ 29.26%
$75.81 - $80.15 $365K - $386K
21.3K $1.65B
SCHA
Schwab Strategic Tr Us Small C

ETFs
9.23K
+ 14.3%
$45.24 - $49.04 $417K - $452K
73.7K $3.5B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
2.79K
+ 23.39%
$113.43 - $115.88 $317K - $324K
14.7K $1.7B
META
Meta Platforms, Inc.

Communication Services
603
+ 101.17%
$430.17 - $527.34 $259K - $318K
1.2K $605M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
5.97K
+ 8.55%
$50.64 - $51.3 $302K - $306K
75.8K $3.88B
UL
Unilever PLC

Consumer Defensive
1.47K
+ 3.66%
$46.47 - $56.38 $68.4K - $82.9K
41.6K $2.29B
LLY
Eli Lilly & CO

Healthcare
216
+ 38.1%
$724.87 - $909.04 $157K - $196K
783 $709M
PAYX
Paychex Inc

Industrials
2.77K
+ 17.69%
$117.39 - $126.98 $325K - $351K
18.4K $2.18B
SO
Southern CO

Utilities
1.23K
+ 4.48%
$67.77 - $80.71 $83.6K - $99.6K
28.8K $2.23B
JPM
Jpmorgan Chase & CO

Financial Services
1.04K
+ 9.6%
$180.08 - $204.79 $187K - $212K
11.8K $2.4B
DFAI
Dimensional ETF Tr

ETFs
8.77K
+ 15.99%
$28.93 - $30.91 $254K - $271K
63.6K $1.89B
SPIB
Spdr Portfolio Intermediate Te

ETFs
6.7K
+ 52.32%
$32.02 - $32.68 $214K - $219K
19.5K $635M
ROP
Roper Technologies Inc

Industrials
361
+ 9.47%
$510.82 - $563.66 $184K - $203K
4.18K $2.35B
CVX
Chevron Corp

Energy
1.55K
+ 5.85%
$152.57 - $166.33 $236K - $258K
28.1K $4.39B
RTX
Raytheon Technologies Corp

Industrials
1.99K
New
$97.55 - $108.44 $194K - $216K
1.99K $200M
PWB
Invesco Exchange Traded Fd Tr

ETFs
559
+ 2.06%
$83.83 - $94.82 $46.9K - $53K
27.7K $2.62B
DLR
Digital Realty Trust, Inc.

Real Estate
454
+ 3.17%
$135.75 - $152.05 $61.6K - $69K
14.8K $2.25B
GOOG
Alphabet Inc.

Communication Services
626
+ 29.21%
$151.94 - $186.86 $95.1K - $117K
2.77K $508M
SPGI
S&P Global Inc.

Financial Services
249
+ 7.86%
$408.56 - $448.91 $102K - $112K
3.42K $1.52B
NFLX
Netflix Inc

Communication Services
108
+ 7.58%
$550.64 - $686.12 $59.5K - $74.1K
1.53K $1.03B
IWP
Ishares Russell Mid Cap Growth

ETFs
1.53K
+ 36.96%
$105.7 - $113.43 $161K - $173K
5.66K $624M
ARES
Ares Management Corp

Financial Services
1.08K
+ 4.49%
$129.3 - $149.82 $139K - $161K
25.1K $3.34B
DGRO
Ishares Core Dividend Growth E

ETFs
2.56K
+ 5.16%
$55.23 - $58.55 $141K - $150K
52.1K $3B
Activity Summary
Buys All Purchases 80 New Holdings 4 Increased Positions 76 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
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