Jpl Wealth Management, LLC Incresed Positions in Q2 2024

Jpl Wealth Management, LLC

  • $204 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
CAT
Caterpillar Inc

Industrials
1.16K
+ 12.59%
$321.47 - $379.3 $372K - $439K
10.4K $3.45B
ORCL
Oracle Corp

Technology
30
+ 0.67%
$113.75 - $144.64 $3.41K - $4.34K
4.49K $633M
EMR
Emerson Electric CO

Industrials
1.08K
+ 6.75%
$105.97 - $115.59 $114K - $124K
17K $1.88B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2.58K
+ 3.18%
$37.19 - $39.82 $96.1K - $103K
83.8K $3.22B
SDOG
Alps Sector Dividend Dogs ETF

ETFs
1.51K
+ 4.74%
$50.92 - $54.4 $76.9K - $82.1K
33.3K $1.76B
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
3.31K
+ 5.79%
$45.6 - $48.78 $151K - $162K
60.5K $2.83B
PEP
Pepsico Inc

Consumer Defensive
1.06K
+ 7.68%
$163.33 - $183.11 $172K - $193K
14.8K $2.44B
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
954
+ 3.62%
$71.43 - $75.61 $68.1K - $72.1K
27.3K $2.03B
GILD
Gilead Sciences, Inc.

Healthcare
1.89K
+ 8.05%
$63.15 - $72.88 $120K - $138K
25.4K $1.74B
PG
Procter & Gamble CO

Consumer Defensive
60
+ 4.53%
$155.33 - $168.56 $9.32K - $10.1K
1.38K $228M
MRK
Merck & Co., Inc.

Healthcare
1.08K
+ 6.4%
$123.8 - $132.96 $133K - $143K
17.9K $2.22B
V
Visa Inc.

Financial Services
52
+ 3.46%
$262.47 - $281.5 $13.6K - $14.6K
1.56K $408M
NOC
Northrop Grumman Corp

Industrials
328
+ 8.77%
$423.42 - $488.06 $139K - $160K
4.07K $1.77B
PEY
Invesco Exchange Traded Fd Tr

ETFs
5.54K
+ 4.36%
$19.3 - $20.66 $107K - $114K
132K $2.6B
FTNT
Fortinet, Inc.

Technology
332
+ 5.14%
$57.94 - $71.32 $19.2K - $23.7K
6.79K $409M
DE
Deere & CO

Industrials
403
+ 7.75%
$364.98 - $414.02 $147K - $167K
5.61K $2.09B
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
3.46K
+ 3.39%
$30.34 - $32.53 $105K - $113K
106K $3.29B
FNF
Fidelity National Financial, Inc.

Financial Services
1.2K
+ 3.58%
$47.02 - $52.95 $56.3K - $63.4K
34.7K $1.71B
ACN
Accenture PLC

Technology
675
+ 10.74%
$281.76 - $339.17 $190K - $229K
6.96K $2.11B
GIS
General Mills Inc

Consumer Defensive
2.6K
+ 7.24%
$63.26 - $71.61 $164K - $186K
38.5K $2.44B
UNP
Union Pacific Corp

Industrials
216
+ 3.17%
$221.38 - $247.4 $47.8K - $53.4K
7.04K $1.59B
MA
Mastercard Inc

Financial Services
278
+ 4.59%
$441.1 - $479.43 $123K - $133K
6.33K $2.79B
DHI
Horton D R Inc

Consumer Cyclical
1.43K
+ 10.13%
$139.4 - $161.88 $200K - $232K
15.6K $2.2B
HD
Home Depot, Inc.

Consumer Cyclical
270
+ 4.48%
$325.1 - $368.03 $87.8K - $99.4K
6.3K $2.17B
WAT
Waters Corp

Healthcare
364
+ 7.61%
$286.47 - $361.79 $104K - $132K
5.15K $1.49B
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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