Jpl Wealth Management, LLC has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $255 Billion distributed in 129 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $7.76B, Broadcom Inc. with a value of $7.01B, Microsoft Corp with a value of $6.77B, Chevron Corp with a value of $5.71B, and Vanguard Index Fds S&P 500 ETF with a value of $5.34B.
Examining the 13F form we can see an decrease of $93.7B in the current position value, from $349B to 255B.
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
$255 Billion
ETFs: $101 Billion
Technology: $34.5 Billion
Healthcare: $21 Billion
Industrials: $20.4 Billion
Consumer Defensive: $17.1 Billion
Financial Services: $17 Billion
Consumer Cyclical: $13 Billion
Energy: $12 Billion
Other: $15.8 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
