Jpl Wealth Management, LLC Reduced Holdings in Q1 2025

Jpl Wealth Management, LLC

  • $255 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-36.7K
- 84.62%
$461.52 - $548.18 $16.9M - $20.1M
6.66K $3.3B
SCHO
Schwab Short Term Us Treasury

ETFs
-435K
- 84.32%
$24.1 - $24.34 $10.5M - $10.6M
80.8K $3.9B
AVGO
Broadcom Inc.

Technology
-52.8K
- 90.9%
$167.43 - $244.7 $8.84M - $12.9M
5.29K $7.01B
VTI
Vanguard Total Stock Market Et

ETFs
-21K
- 62.8%
$271.18 - $303.12 $5.69M - $6.36M
12.4K $3.23B
AAPL
Apple Inc.

Technology
-6.2K
- 12.05%
$209.68 - $247.1 $1.3M - $1.53M
45.3K $7.76B
OEF
Ishares S&P 100 ETF

ETFs
-13.8K
- 84.43%
N/A
2.55K $631M
XOM
Exxon Mobil Corp

Energy
-33.9K
- 90.23%
$105.44 - $118.93 $3.58M - $4.03M
3.67K $427M
GOOGL
Alphabet Inc.

Communication Services
-7.75K
- 18.5%
$154.33 - $206.19 $1.2M - $1.6M
34.2K $5.16B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-5.6K
- 62.05%
$442.66 - $534.52 $2.48M - $3M
3.43K $1.44B
IWP
Ishares Russell Mid Cap Growth

ETFs
-18.5K
- 70.89%
$114.9 - $139.6 $2.13M - $2.59M
7.61K $869M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-137K
- 83.27%
$27.01 - $28.54 $3.71M - $3.92M
27.6K $2.22B
COST
Costco Wholesale Corp

Consumer Defensive
-1.12K
- 15.54%
$890.62 - $1076.86 $997K - $1.21M
6.09K $4.46B
WMT
Walmart Inc.

Consumer Defensive
-4.66K
- 8.0%
$84.5 - $105.05 $393K - $489K
53.5K $3.22B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-38.4K
- 28.23%
$51.52 - $52.37 $1.98M - $2.01M
97.7K $5.01B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-17.3K
- 48.31%
$114.57 - $118.14 $1.98M - $2.04M
18.5K $2.14B
AMZN
Amazon Com Inc

Consumer Cyclical
-4.9K
- 18.16%
$190.26 - $242.06 $932K - $1.19M
22.1K $3.98B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-28K
- 25.55%
$57.21 - $65.8 $1.6M - $1.84M
81.6K $4.96B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-2.09K
- 18.26%
$468.34 - $539.52 $979K - $1.13M
9.36K $4.15B
ARES
Ares Management Corp

Financial Services
-1.44K
- 4.25%
$140.19 - $198.28 $202K - $285K
32.4K $4.31B
MSFT
Microsoft Corp

Technology
-3.67K
- 18.56%
$375.39 - $447.2 $1.38M - $1.64M
16.1K $6.77B
NVDA
Nvidia Corp

Technology
-23.1K
- 91.65%
$106.98 - $149.43 $2.47M - $3.45M
2.1K $1.9B
IEFA
Ishares Tr

ETFs
-19.6K
- 37.68%
$69.57 - $78.65 $1.37M - $1.55M
32.5K $2.41B
JPM
Jpmorgan Chase & CO

Financial Services
-2.49K
- 14.88%
$225.19 - $279.95 $560K - $696K
14.2K $2.85B
PAYX
Paychex Inc

Industrials
-5.13K
- 19.62%
$136.06 - $154.52 $698K - $793K
21K $2.58B
SPIB
Spdr Portfolio Intermediate Te

ETFs
-31.3K
- 56.82%
$32.5 - $33.3 $1.02M - $1.04M
23.8K $777M
GILD
Gilead Sciences, Inc.

Healthcare
-3.48K
- 9.98%
$89.14 - $117.41 $310K - $409K
31.4K $2.3B
DGRO
Ishares Core Dividend Growth E

ETFs
-10.9K
- 14.18%
$60.46 - $64.42 $657K - $700K
65.7K $3.82B
DLR
Digital Realty Trust, Inc.

Real Estate
-1.31K
- 6.73%
$142.1 - $183.56 $186K - $241K
18.2K $2.62B
TXN
Texas Instruments Inc

Technology
-3.13K
- 16.06%
N/A
16.4K $2.85B
DFAI
Dimensional ETF Tr

ETFs
-28.6K
- 28.64%
$28.88 - $32.4 $826K - $927K
71.3K $2.15B
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-542
- 20.58%
$1187.71 - $1432.58 $644K - $776K
2.09K $2.36B
VOT
Vanguard Mid Cap Growth Index

ETFs
-2.04K
- 14.39%
$237.72 - $276.98 $486K - $566K
12.2K $2.87B
PWB
Invesco Exchange Traded Fd Tr

ETFs
-2.62K
- 6.69%
$94.5 - $110.71 $248K - $290K
36.6K $3.27B
ACN
Accenture PLC

Technology
-1.85K
- 17.58%
$300.91 - $398.25 $557K - $737K
8.68K $3.01B
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-10.1K
- 11.97%
$48.02 - $53.02 $483K - $533K
73.9K $3.6B
META
Meta Platforms, Inc.

Communication Services
-1.02K
- 61.06%
$576.36 - $736.67 $588K - $752K
651 $316M
WAT
Waters Corp

Healthcare
-1.26K
- 16.07%
$362.16 - $417.28 $457K - $527K
6.59K $2.27B
DE
Deere & CO

Industrials
-1.3K
- 15.69%
$408.57 - $509.27 $529K - $660K
6.96K $2.86B
EMR
Emerson Electric CO

Industrials
-3.22K
- 13.0%
$108.64 - $131.17 $350K - $422K
21.6K $2.44B
EOG
Eog Resources Inc

Energy
-5.91K
- 21.84%
$120.54 - $138.05 $713K - $816K
21.2K $2.71B
Thomson Reuters Corp.
-2.98K
- 10.12%
N/A
26.5K $4.12B
SO
Southern CO

Utilities
-2.42K
- 6.32%
$80.96 - $92.96 $196K - $225K
35.9K $2.58B
MA
Mastercard Inc

Financial Services
-439
- 5.45%
$504.67 - $576.31 $222K - $253K
7.62K $3.67B
LAMR
Lamar Advertising CO

Real Estate
-4.04K
- 12.84%
$110.65 - $132.9 $447K - $537K
27.5K $3.28B
CAT
Caterpillar Inc

Industrials
-1.64K
- 12.08%
$326.75 - $407.63 $534K - $666K
11.9K $4.36B
UL
Unilever PLC

Consumer Defensive
-3.44K
- 6.14%
$54.72 - $60.29 $188K - $208K
52.7K $2.64B
SPGI
S&P Global Inc.

Financial Services
-402
- 8.38%
$478.26 - $543.77 $192K - $219K
4.4K $1.87B
FNF
Fidelity National Financial, Inc.

Financial Services
-5.54K
- 11.03%
$54.25 - $65.27 $300K - $361K
44.6K $2.37B
NFLX
Netflix Inc

Communication Services
-29
- 2.02%
$828.4 - $1058.6 $24K - $30.7K
1.41K $855M
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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