Jpl Wealth Management, LLC Purchases in Q1 2025

Jpl Wealth Management, LLC

  • $255 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
132K
New
$31.63 - $35.22 $4.19M - $4.66M
132K $4.33B
SCHA
Schwab Strategic Tr Us Small C

ETFs
70.8K
+ 341.54%
$23.16 - $27.04 $1.64M - $1.91M
91.5K $4.51B
CSCO
Cisco Systems, Inc.

Technology
78.8K
New
$58.74 - $64.87 $4.63M - $5.11M
78.8K $3.93B
PEY
Invesco Exchange Traded Fd Tr

ETFs
163K
New
$20.82 - $22.08 $3.39M - $3.59M
163K $3.36B
PXD
Pioneer Natural Resources CO

Energy
11.9K
New
N/A
11.9K $3.13B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6.7K
+ 151.8%
$507.05 - $563.67 $3.4M - $3.78M
11.1K $5.34B
MRK
Merck & Co., Inc.

Healthcare
17.5K
+ 409.87%
$83.01 - $101.02 $1.45M - $1.77M
21.8K $2.88B
VGSH
Vanguard

ETFs
24.7K
New
$58.07 - $58.69 $1.43M - $1.45M
24.7K $1.43B
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
25.6K
New
$48.31 - $49.23 $1.24M - $1.26M
25.6K $1.24B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
14.5K
New
$76.94 - $78.28 $1.12M - $1.14M
14.5K $1.11B
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
16.5K
New
$59.78 - $60.03 $986K - $990K
16.5K $983M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
42.4K
+ 95.82%
$22.25 - $23.0 $944K - $976K
86.7K $1.97B
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
31.5K
+ 139.18%
$21.23 - $22.14 $668K - $696K
54.1K $1.17B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
7.45K
New
$73.78 - $76.59 $549K - $570K
7.45K $561M
JNK
Spdr Bloomberg High Yield Bond

ETFs
5.9K
New
$94.86 - $97.12 $559K - $573K
5.9K $561M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.82K
New
$102.49 - $119.96 $494K - $579K
4.82K $533M
NKE
Nike, Inc.

Consumer Cyclical
4.79K
New
$63.29 - $81.72 $303K - $392K
4.79K $450M
XLV
Select Sector Spdr Fund Health

ETFs
2.84K
New
$137.61 - $149.68 $391K - $426K
2.84K $420M
VEA
Vanguard Ftse Developed Market

ETFs
7.48K
+ 131.15%
$47.4 - $52.99 $354K - $396K
13.2K $661M
SCHX
Schwab Strategic Tr Us Large C

ETFs
5.49K
New
$21.75 - $24.28 $119K - $133K
5.49K $340M
HEFA
Ishares Currency Hedged Msci E

ETFs
9.51K
+ 78.49%
$34.83 - $37.52 $331K - $357K
21.6K $754M
ACWI
Ishares Msci Acwi ETF

ETFs
2.95K
New
$115.16 - $124.13 $340K - $367K
2.95K $325M
NVO
Novo Nordisk A S

Healthcare
1.22K
+ 35.22%
$69.3 - $90.95 $84.8K - $111K
4.7K $603M
XLI
Industrial Sector Spdr

ETFs
2.33K
New
$128.78 - $141.67 $300K - $330K
2.33K $293M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
6.73K
New
$41.61 - $44.72 $280K - $301K
6.73K $275M
VUG
Vanguard Growth ETF

ETFs
840
+ 81.16%
$369.1 - $427.61 $310K - $359K
1.88K $645M
DIS
Walt Disney CO

Communication Services
1.78K
New
$96.87 - $114.0 $172K - $203K
1.78K $217M
JNJ
Johnson & Johnson

Healthcare
1.35K
New
$142.06 - $167.7 $191K - $226K
1.35K $213M
RTX
Raytheon Technologies Corp

Industrials
2.14K
New
$114.1 - $135.66 $244K - $291K
2.14K $209M
XLF
Financial Sector Spdr

ETFs
4.95K
New
$47.32 - $52.19 $234K - $258K
4.95K $208M
XLE
Energy Sector Spdr

ETFs
1.69K
+ 49.91%
$85.7 - $93.96 $145K - $159K
5.09K $480M
VBR
Vanguard Small Cap Value ETF

ETFs
1.05K
+ 31.03%
$183.02 - $207.75 $193K - $219K
4.45K $853M
IVV
Ishares Core S&P 500 ETF

ETFs
419
+ 55.06%
$554.06 - $615.85 $232K - $258K
1.18K $620M
XLK
Technology Sector Spdr

ETFs
997
+ 62.82%
$206.38 - $242.18 $206K - $241K
2.58K $538M
IEMG
Ishares Inc

ETFs
887
+ 15.37%
N/A
6.66K $344M
XLC
Select Sector Spdr Tr Communic

ETFs
890
+ 28.34%
$94.84 - $105.31 $84.4K - $93.7K
4.03K $329M
PG
Procter & Gamble CO

Consumer Defensive
180
+ 14.52%
$158.56 - $176.26 $28.5K - $31.7K
1.42K $230M
DNA
Ginkgo Bioworks Holdings, Inc.

Healthcare
10K
New
$5.7 - $16.36 $57K - $164K
10K $11.6M
RSP
Invesco S&P 500 Equal Weight E

ETFs
94
+ 5.54%
$169.43 - $182.84 $15.9K - $17.2K
1.79K $304M
SPY
Spdr S&P 500 ETF Trust

ETFs
323
+ 12.1%
$551.42 - $612.93 $178K - $198K
2.99K $1.57B
BNL
Broadstone Net Lease, Inc.

Real Estate
15
+ 0.05%
$15.2 - $17.25 $228 - $259
32.4K $507M
QUAL
Ishares Msci Usa Quality Facto

ETFs
147
+ 5.56%
$168.16 - $186.21 $24.7K - $27.4K
2.79K $458M
IWF
Ishares Russell 1000 Gr ETF

ETFs
52
+ 3.29%
$360.07 - $417.26 $18.7K - $21.7K
1.63K $550M
FTNT
Fortinet, Inc.

Technology
20
+ 0.31%
$92.49 - $114.57 $1.85K - $2.29K
6.45K $440M
Activity Summary
Buys All Purchases 45 New Holdings 23 Increased Positions 22 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
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