Jpl Wealth Management, LLC New Holdings in Q1 2024

Jpl Wealth Management, LLC

  • $181 Billion
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
SCHO
Schwab Short Term Us Treasury

ETFs
43.6K
New
$48.05 - $48.63 $2.1M - $2.12M
43.6K $2.1B
VOT
Vanguard Mid Cap Growth Index

ETFs
8.69K
New
$212.21 - $235.79 $1.84M - $2.05M
8.69K $2.05B
DFAI
Dimensional ETF Tr

ETFs
54.8K
New
$27.74 - $30.27 $1.52M - $1.66M
54.8K $1.66B
SPIB
Spdr Portfolio Intermediate Te

ETFs
12.8K
New
$32.38 - $32.91 $414K - $421K
12.8K $418M
VEA
Vanguard Ftse Developed Market

ETFs
7.57K
New
$46.21 - $50.27 $350K - $381K
7.57K $380M
XLE
Energy Sector Spdr

ETFs
3.42K
New
$79.91 - $94.41 $274K - $323K
3.42K $323M
VBR
Vanguard Small Cap Value ETF

ETFs
1.63K
New
$172.45 - $191.88 $281K - $312K
1.63K $312M
XLI
Industrial Sector Spdr

ETFs
2.33K
New
$110.23 - $125.96 $257K - $293K
2.33K $293M
META
Meta Platforms, Inc.

Communication Services
596
New
$344.47 - $512.19 $205K - $305K
596 $290M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
3.34K
New
$76.34 - $77.25 $255K - $258K
3.34K $256M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
2.05K
New
$109.27 - $118.29 $224K - $243K
2.05K $243M
FV
First Trust Dorsey Wright Focu

ETFs
4.2K
New
$49.64 - $57.23 $208K - $240K
4.2K $240M
VOE
Vanguard Mid Cap Value Index F

ETFs
1.49K
New
$141.07 - $155.91 $210K - $232K
1.49K $232M
OEF
Ishares S&P 100 ETF

ETFs
908
New
$219.81 - $247.98 $200K - $225K
908 $225M
ADBE
Adobe Inc.

Technology
433
New
$492.46 - $634.76 $213K - $275K
433 $218M
XLC
Select Sector Spdr Tr Communic

ETFs
2.67K
New
$71.74 - $81.82 $191K - $218K
2.67K $218M
PG
Procter & Gamble CO

Consumer Defensive
1.32K
New
$147.42 - $162.61 $195K - $215K
1.32K $215M
XLF
Financial Sector Spdr

ETFs
4.95K
New
$37.27 - $42.12 $184K - $208K
4.95K $208M
DNA
Ginkgo Bioworks Holdings, Inc.

Healthcare
10K
New
$1.06 - $1.67 $10.6K - $16.7K
10K $11.6M
Activity Summary
Buys All Purchases 99 New Holdings 20 Increased Positions 79 Sells All Sells 10 Reductions 10 Sold out 0 Options Calls 0 Puts 0
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