Jpl Wealth Management, LLC Portfolio Holdings

Jpl Wealth Management, LLC

  • $255 Billion
  • Q1 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$752B
$437 Million 0.17% of portfolio
562
Q1 2025 Added 63.35%
$0
$420 Million 0.16% of portfolio
2,843
Q1 2025 New
$132B
$418 Million 0.16% of portfolio
1,336
Q1 2025 Added 86.75%
$0
$321 Million 0.13% of portfolio
4,016
Q1 2025 Reduced 1.27%
$0
$325 Million 0.13% of portfolio
2,954
Q1 2025 New
$0
$329 Million 0.13% of portfolio
4,030
Q1 2025 Added 28.34%
$0
$340 Million 0.13% of portfolio
5,485
Q1 2025 New
$0
$344 Million 0.13% of portfolio
6,657
Q1 2025 Reduced 13.22%
$1.57T
$316 Million 0.12% of portfolio
651
Q1 2025 Added 171.89%
$1.08T
$305 Million 0.12% of portfolio
2,003
Q1 2025 Reduced 10.13%
$0
$304 Million 0.12% of portfolio
1,792
Q1 2025 Added 5.54%
$0
$275 Million 0.11% of portfolio
6,730
Q1 2025 New
$0
$286 Million 0.11% of portfolio
5,544
Q1 2025 Added 125.05%
$135B
$290 Million 0.11% of portfolio
10,459
Q1 2025 Added 7.46%
$0
$293 Million 0.11% of portfolio
2,330
Q1 2025 New
$0
$243 Million 0.1% of portfolio
2,053
Q1 2024 New
$178B
$230 Million 0.09% of portfolio
456
Q1 2025 Added 1,281.58%
$0
$232 Million 0.09% of portfolio
1,487
Q1 2024 New
$0
$240 Million 0.09% of portfolio
4,199
Q1 2024 New
$376B
$230 Million 0.09% of portfolio
1,420
Q1 2025 Added 14.52%
$398B
$213 Million 0.08% of portfolio
1,345
Q1 2025 New
$218B
$209 Million 0.08% of portfolio
2,142
Q1 2025 New
$0
$208 Million 0.08% of portfolio
4,945
Q1 2025 New
$709M
$32.5 Million 0.01% of portfolio
10,000
Q4 2023 New
$11.8B
$11.6 Million 0.0% of portfolio
10,000
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 129
  • Current Value $255 Billion
  • Prior Value $349 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 06, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 23 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 73 stocks
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