Jpl Wealth Management, LLC Portfolio Holdings

Jpl Wealth Management, LLC

  • $204 Billion
  • Q2 2024

Jpl Wealth Management, LLC has filed its 13F form on July 31, 2024 for Q2 2024 where it was disclosed a total value porftolio of $204 Billion distributed in 104 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $7.85B, Broadcom Inc. with a value of $7.41B, Microsoft Corp with a value of $6.34B, Schwab Short Term Us Treasury with a value of $5.37B, and Alphabet Inc. with a value of $5.22B.

Examining the 13F form we can see an increase of $23B in the current position value, from $181B to 204B.

Jpl Wealth Management, LLC is based out at Highlands Ranch, CO

Below you can find more details about Jpl Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $204 Billion
ETFs: $70.6 Billion
Technology: $32.3 Billion
Healthcare: $16.7 Billion
Industrials: $16.4 Billion
Consumer Defensive: $15.1 Billion
Financial Services: $14.3 Billion
Consumer Cyclical: $10.4 Billion
Energy: $9.32 Billion
Other: $15.3 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.74T
$7.85 Billion 3.85% of portfolio
37,279
Q2 2024 Added 10.49%
$66.8B
$7.41 Billion 3.63% of portfolio
4,613
Q2 2024 Added 13.85%
$3.12T
$6.34 Billion 3.1% of portfolio
14,177
Q2 2024 Added 16.82%
$984B
$5.22 Billion 2.56% of portfolio
28,677
Q2 2024 Added 10.55%
$425B
$4.69 Billion 2.3% of portfolio
5,514
Q2 2024 Added 14.71%
$314B
$4.39 Billion 2.15% of portfolio
28,050
Q2 2024 Added 5.85%
$2.05T
$4 Billion 1.96% of portfolio
20,695
Q2 2024 Added 17.46%
$214B
$3.45 Billion 1.69% of portfolio
10,359
Q2 2024 Added 12.59%
$30.3B
$3.34 Billion 1.64% of portfolio
25,051
Q2 2024 Added 4.49%
$313B
$3.26 Billion 1.6% of portfolio
18,999
Q2 2024 Added 6.34%
$243B
$3.05 Billion 1.49% of portfolio
45,054
Q2 2024 Added 4.85%
$500B
$2.92 Billion 1.43% of portfolio
25,404
Q2 2024 Added 1,118.42%
$11.6B
$2.9 Billion 1.42% of portfolio
24,241
Q2 2024 Added 13.79%
$177B
$2.81 Billion 1.38% of portfolio
14,470
Q2 2024 Added 15.67%
$502B
$2.79 Billion 1.37% of portfolio
6,329
Q2 2024 Added 4.59%
$339B
$2.8 Billion 1.37% of portfolio
22,655
Q2 2024 Added 1,132.59%
$225B
$2.44 Billion 1.2% of portfolio
14,810
Q2 2024 Added 7.68%
$38.9B
$2.44 Billion 1.19% of portfolio
38,507
Q2 2024 Added 7.24%
$734B
$2.4 Billion 1.17% of portfolio
11,842
Q2 2024 Added 9.6%
$59.1B
$2.35 Billion 1.15% of portfolio
4,175
Q2 2024 Added 9.47%
$149B
$2.29 Billion 1.12% of portfolio
41,625
Q2 2024 Added 3.66%
$55.4B
$2.25 Billion 1.1% of portfolio
14,772
Q2 2024 Added 3.17%
$96.3B
$2.23 Billion 1.09% of portfolio
28,796
Q2 2024 Added 4.48%
$256B
$2.22 Billion 1.09% of portfolio
17,896
Q2 2024 Added 6.4%
$60.1B
$2.2 Billion 1.08% of portfolio
15,578
Q2 2024 Added 10.13%
$52.4B
$2.18 Billion 1.07% of portfolio
18,405
Q2 2024 Added 17.69%
$439B
$2.17 Billion 1.06% of portfolio
6,300
Q2 2024 Added 4.48%
$157B
$2.16 Billion 1.06% of portfolio
6,907
Q2 2024 Added 11.05%
$140B
$2.09 Billion 1.03% of portfolio
5,605
Q2 2024 Added 7.75%
$620B
$2.1 Billion 1.03% of portfolio
5,163
Q2 2024 Added 152.84%
$228B
$2.11 Billion 1.03% of portfolio
6,959
Q2 2024 Added 10.74%
$77.3B
$2.01 Billion 0.98% of portfolio
15,951
Q2 2024 Added 8.22%
$203B
$1.89 Billion 0.93% of portfolio
10,933
Q2 2024 New
$78.5B
$1.88 Billion 0.92% of portfolio
17,030
Q2 2024 Added 6.75%
$77.8B
$1.77 Billion 0.87% of portfolio
1,676
Q2 2024 Added 14.09%
$74.7B
$1.77 Billion 0.87% of portfolio
4,066
Q2 2024 Added 8.77%
$113B
$1.74 Billion 0.85% of portfolio
25,419
Q2 2024 Added 8.05%
$17.6B
$1.71 Billion 0.84% of portfolio
34,702
Q2 2024 Added 3.58%
$121B
$1.6 Billion 0.79% of portfolio
33,053
Q2 2024 Added 7.61%
$153B
$1.59 Billion 0.78% of portfolio
7,039
Q2 2024 Added 3.17%
$170B
$1.52 Billion 0.75% of portfolio
3,418
Q2 2024 Added 7.86%
$22.6B
$1.49 Billion 0.73% of portfolio
5,149
Q2 2024 Added 7.61%
$385B
$1.03 Billion 0.51% of portfolio
1,533
Q2 2024 Added 7.58%
$150B
$874 Million 0.43% of portfolio
2,786
Q2 2024 Added 120.94%
$236B
$710 Million 0.35% of portfolio
4,972
Q2 2024 Reduced 0.56%
$717B
$709 Million 0.35% of portfolio
783
Q2 2024 Added 38.1%
$507B
$633 Million 0.31% of portfolio
4,485
Q2 2024 Added 0.67%
$1.26T
$605 Million 0.3% of portfolio
1,199
Q2 2024 Added 101.17%
$3.21B
$514 Million 0.25% of portfolio
32,358
Q2 2024 Reduced 0.05%

Summary

  • Portfolio
  • No. of Stocks 104
  • Current Value $204 Billion
  • Prior Value $181 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 31, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 4 stocks
  • Additional Purchases 76 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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