Jpl Wealth Management, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $371 Billion distributed in 133 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Short Term Us Treasury with a value of $15.8B, Unitedhealth Group Inc with a value of $13.7B, Broadcom Inc. with a value of $13.1B, Vanguard Total Stock Market Et with a value of $11B, and Apple Inc. with a value of $10.7B.
Examining the 13F form we can see an increase of $20B in the current position value, from $351B to 371B.
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
$371 Billion
ETFs: $138 Billion
Technology: $48.8 Billion
Financial Services: $38.9 Billion
Healthcare: $32 Billion
Industrials: $27.4 Billion
Consumer Defensive: $18.8 Billion
Consumer Cyclical: $17 Billion
Energy: $14.2 Billion
Other: $27.9 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
