Jpl Wealth Management, LLC Incresed Positions in Q1 2025

Jpl Wealth Management, LLC

  • $255 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHA
Schwab Strategic Tr Us Small C

ETFs
70.8K
+ 341.54%
$23.16 - $27.04 $1.64M - $1.91M
91.5K $4.51B
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
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
VEA
Vanguard Ftse Developed Market

ETFs
7.48K
+ 131.15%
$47.4 - $52.99 $354K - $396K
13.2K $661M
HEFA
Ishares Currency Hedged Msci E

ETFs
9.51K
+ 78.49%
$34.83 - $37.52 $331K - $357K
21.6K $754M
NVO
Novo Nordisk A S

Healthcare
1.22K
+ 35.22%
$69.3 - $90.95 $84.8K - $111K
4.7K $603M
VUG
Vanguard Growth ETF

ETFs
840
+ 81.16%
$369.1 - $427.61 $310K - $359K
1.88K $645M
XLE
Energy Sector Spdr

ETFs
1.69K
+ 49.91%
$85.7 - $93.96 $145K - $159K
5.09K $480M
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
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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