Jpl Wealth Management, LLC Top Holdings and 13F Report (2025) About Jpl Wealth Management, LLCInvestment ActivityJpl Wealth Management, LLC has $349.18 million in total holdings as of December 31, 2024.Jpl Wealth Management, LLC owns shares of 121 different stocks, but just 53 companies or ETFs make up 80% of its holdings.Approximately 45.30% of the portfolio was purchased this quarter.About 3.19% of the portfolio was sold this quarter.This quarter, Jpl Wealth Management, LLC has purchased 104 new stocks and bought additional shares in 78 stocks.Jpl Wealth Management, LLC sold shares of 13 stocks and completely divested from 8 stocks this quarter.Largest Holdings UnitedHealth Group $21,912,391Broadcom $13,470,308Apple $12,890,203Schwab Short-Term U.S. Treasury ETF $12,402,404Vanguard Total Stock Market ETF $9,688,685 Largest New Holdings this Quarter First Trust SMID Cap Rising Dividend Archievers ETF $4,584,065 HoldingPublic Service Enterprise Group $2,715,640 HoldingAdobe $2,635,123 HoldingMorgan Stanley $2,213,007 HoldingING Groep $2,054,084 Holding Largest Purchases this Quarter UnitedHealth Group 37,836 shares (about $19.14M)Broadcom 53,489 shares (about $12.40M)Schwab Short-Term U.S. Treasury ETF 403,865 shares (about $9.72M)Vanguard Total Stock Market ETF 18,057 shares (about $5.23M)First Trust SMID Cap Rising Dividend Archievers ETF 127,868 shares (about $4.58M) Largest Sales this Quarter Schwab US Small-Cap ETF 53,004 shares (about $1.37M)Merck & Co., Inc. 13,622 shares (about $1.36M)Vanguard S&P 500 ETF 1,205 shares (about $649.28K)Novo Nordisk A/S 1,497 shares (about $128.77K)iShares Currency Hedged MSCI EAFE ETF 3,245 shares (about $112.76K) Sector Allocation Over TimeMap of 500 Largest Holdings ofJpl Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorUNHUnitedHealth Group$21,912,391$19,139,766 ▲690.3%43,3176.3%MedicalAVGOBroadcom$13,470,308$12,400,835 ▲1,159.5%58,1023.9%Computer and TechnologyAAPLApple$12,890,203$3,554,735 ▲38.1%51,4743.7%Computer and TechnologySCHOSchwab Short-Term U.S. Treasury ETF$12,402,404$9,716,995 ▲361.8%515,4783.6%ETFVTIVanguard Total Stock Market ETF$9,688,685$5,233,124 ▲117.5%33,4312.8%ETFMSFTMicrosoft$8,323,984$2,348,233 ▲39.3%19,7482.4%Computer and TechnologyGOOGLAlphabet$7,933,580$2,505,012 ▲46.1%41,9102.3%Computer and TechnologyIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$7,035,229$3,115,492 ▲79.5%136,0782.0%ManufacturingIJHiShares Core S&P Mid-Cap ETF$6,831,266$2,132,800 ▲45.4%109,6342.0%ETFCOSTCostco Wholesale$6,605,364$1,553,071 ▲30.7%7,2091.9%Retail/WholesaleCVXChevron$6,038,916$1,976,183 ▲48.6%41,6941.7%Oils/EnergyARESAres Management$5,991,149$1,556,428 ▲35.1%33,8431.7%FinanceAMZNAmazon.com$5,913,387$1,373,150 ▲30.2%26,9541.7%Retail/WholesaleQQQInvesco QQQ$5,851,918$1,807,669 ▲44.7%11,4471.7%FinanceWMTWalmart$5,258,385$1,187,744 ▲29.2%58,2001.5%Retail/WholesaleCATCaterpillar$4,910,179$1,152,456 ▲30.7%13,5361.4%Industrial ProductsOEFiShares S&P 100 ETF$4,735,650$3,864,198 ▲443.4%16,3951.4%ETFTRIThomson Reuters$4,721,842$1,086,078 ▲29.9%29,4421.4%Business ServicesDGROiShares Core Dividend Growth ETF$4,698,682$1,501,228 ▲47.0%76,6011.3%ETFABBVAbbVie$4,611,821$1,235,719 ▲36.6%25,9531.3%MedicalSDVYFirst Trust SMID Cap Rising Dividend Archievers ETF$4,584,065$4,584,065 ▲New Holding127,8681.3%ETFSCHDSchwab US Dividend Equity ETF$4,505,324$3,924,117 ▲675.2%164,9091.3%ETFSCHFSchwab International Equity ETF$4,332,699$2,781,511 ▲179.3%234,2001.2%ETFDONWisdomTree U.S. MidCap Dividend Fund$4,280,091$1,196,925 ▲38.8%83,9731.2%FinanceMAMastercard$4,241,735$908,906 ▲27.3%8,0551.2%Business ServicesIEIiShares 3-7 Year Treasury Bond ETF$4,126,244$2,423,056 ▲142.3%35,7101.2%ETFBRK.BBerkshire Hathaway$4,093,461$1,753,240 ▲74.9%9,0311.2%FinanceXOMExxon Mobil$4,042,535$1,309,863 ▲47.9%37,5811.2%Oils/EnergyJPMJPMorgan Chase & Co.$4,003,807$1,165,210 ▲41.0%16,7031.1%FinancePWBInvesco Large Cap Growth ETF$3,987,641$1,166,330 ▲41.3%39,1951.1%ETFLAMRLamar Advertising$3,833,855$882,835 ▲29.9%31,4931.1%FinanceACNAccenture$3,703,638$1,255,536 ▲51.3%10,5281.1%Computer and TechnologyPAYXPaychex$3,666,025$1,085,295 ▲42.1%26,1451.0%Business ServicesIEFAiShares Core MSCI EAFE ETF$3,664,549$2,056,679 ▲127.9%52,1421.0%ETFTXNTexas Instruments$3,657,198$943,926 ▲34.8%19,5041.0%Computer and TechnologyVOTVanguard Mid-Cap Growth ETF$3,604,668$1,223,547 ▲51.4%14,2061.0%ETFSOXXiShares Semiconductor ETF$3,536,257$1,131,344 ▲47.0%16,4101.0%ETFDHID.R. Horton$3,525,812$1,347,714 ▲61.9%25,2171.0%ConstructionDEDeere & Company$3,498,124$1,123,247 ▲47.3%8,2561.0%Industrial ProductsDLRDigital Realty Trust$3,455,633$836,112 ▲31.9%19,4871.0%FinanceROPRoper Technologies$3,410,276$1,239,864 ▲57.1%6,5601.0%Computer and TechnologyGISGeneral Mills$3,393,938$938,368 ▲38.2%53,2221.0%Consumer StaplesNVDANVIDIA$3,380,374$338,011 ▲11.1%25,1721.0%Computer and TechnologyIBMInternational Business Machines$3,344,708$941,311 ▲39.2%15,2151.0%Computer and TechnologyEOGEOG Resources$3,318,623$1,363,341 ▲69.7%27,0731.0%Oils/EnergyIWPiShares Russell Mid-Cap Growth ETF$3,315,420$2,598,264 ▲362.3%26,1570.9%ETFGILDGilead Sciences$3,224,845$876,875 ▲37.3%34,9120.9%MedicalHDHome Depot$3,193,341$742,610 ▲30.3%8,2090.9%Retail/WholesaleULUnilever$3,181,743$821,589 ▲34.8%56,1150.9%Consumer StaplesSOSouthern$3,156,957$786,482 ▲33.2%38,3500.9%UtilitiesPEPPepsiCo$3,145,963$893,959 ▲39.7%20,6890.9%Consumer StaplesORLYO'Reilly Automotive$3,122,559$1,134,937 ▲57.1%2,6330.9%Retail/WholesaleEMREmerson Electric$3,069,807$959,237 ▲45.4%24,7700.9%Industrial ProductsVPLVanguard FTSE Pacific ETF$3,002,743$1,062,483 ▲54.8%42,2680.9%ETFDFAIDimensional International Core Equity Market ETF$2,917,800$1,061,387 ▲57.2%99,9250.8%ETFWATWaters$2,914,048$1,003,872 ▲52.6%7,8550.8%MedicalFNFFidelity National Financial$2,816,692$868,536 ▲44.6%50,1730.8%FinanceNOCNorthrop Grumman$2,741,104$832,984 ▲43.7%5,8410.8%AerospacePEGPublic Service Enterprise Group$2,715,640$2,715,640 ▲New Holding32,1420.8%UtilitiesADBEAdobe$2,635,123$2,635,123 ▲New Holding5,9260.8%Computer and TechnologyAMGNAmgen$2,584,886$784,563 ▲43.6%9,9170.7%MedicalSDOGALPS Sector Dividend Dogs ETF$2,496,623$612,246 ▲32.5%44,1790.7%ETFSPGIS&P Global$2,389,817$687,714 ▲40.4%4,7990.7%Business ServicesVOOVanguard S&P 500 ETF$2,377,802$649,275 ▼-21.4%4,4130.7%ETFSNYSanofi$2,277,035$682,889 ▲42.8%47,2120.7%MedicalUNPUnion Pacific$2,253,532$648,329 ▲40.4%9,8820.6%TransportationMSMorgan Stanley$2,213,007$2,213,007 ▲New Holding17,6030.6%FinanceINGING Groep$2,054,084$2,054,084 ▲New Holding131,0840.6%FinanceSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$1,803,314$1,164,754 ▲182.4%55,0460.5%ETFPSAPublic Storage$1,633,686$1,633,686 ▲New Holding5,4560.5%FinanceSPYSPDR S&P 500 ETF Trust$1,564,928$440,759 ▲39.2%2,6700.4%FinanceSPLGSPDR Portfolio S&P 500 ETF$1,353,263$1,353,263 ▲New Holding19,6300.4%ETFNFLXNetflix$1,279,963$86,460 ▼-6.3%1,4360.4%Consumer DiscretionaryGOVTiShares U.S. Treasury Bond ETF$1,017,539$1,017,539 ▲New Holding44,2790.3%ETFMETAMeta Platforms$979,188$277,007 ▲39.4%1,6720.3%Computer and TechnologyEPIWisdomTree India Earnings Fund$862,867$862,867 ▲New Holding19,0600.2%FinanceETNEaton$819,388$105,203 ▼-11.4%2,4690.2%Industrial ProductsORCLOracle$793,194$45,825 ▲6.1%4,7600.2%Computer and TechnologyVTVVanguard Value ETF$779,787$541,585 ▲227.4%4,6060.2%ETFLLYEli Lilly and Company$694,204$89,575 ▲14.8%8990.2%MedicalIWBiShares Russell 1000 ETF$676,214$28,994 ▲4.5%2,0990.2%ETFVBRVanguard Small-Cap Value ETF$672,709$360,536 ▲115.5%3,3940.2%ETFBSCUInvesco BulletShares 2030 Corporate Bond ETF$663,084$663,084 ▲New Holding40,5060.2%ManufacturingBSCWInvesco BulletShares 2032 Corporate Bond ETF$653,857$653,857 ▲New Holding32,5140.2%ETFIWFiShares Russell 1000 Growth ETF$634,095$44,977 ▲7.6%1,5790.2%ETFGOOGAlphabet$633,809$106,619 ▲20.2%3,3290.2%Computer and TechnologyBSCSInvesco BulletShares 2028 Corporate Bond ETF$629,043$629,043 ▲New Holding31,2490.2%ETFFTNTFortinet$607,034$34,674 ▼-5.4%6,4250.2%Computer and TechnologyVVisa$598,041$106,522 ▲21.7%1,8920.2%Business ServicesPALANTIR TECHNOLOGIES INC$541,814$541,814 ▲New Holding7,1640.2%CL ASCHASchwab US Small-Cap ETF$536,118$1,370,654 ▼-71.9%20,7320.2%ETFBNLBroadstone Net Lease$513,1980.0%32,3580.1%FinanceIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$509,585$509,585 ▲New Holding9,8930.1%ManufacturingSPMBSPDR Portfolio Mortgage Backed Bond ETF$487,002$487,002 ▲New Holding22,5990.1%ETFVOVanguard Mid-Cap ETF$485,282$485,282 ▲New Holding1,8370.1%ETFQUALiShares MSCI USA Quality Factor ETF$470,542$470,542 ▲New Holding2,6420.1%ETFMARMarriott International$463,041$463,041 ▲New Holding1,6600.1%Consumer DiscretionaryIVViShares Core S&P 500 ETF$448,186$6,478 ▼-1.4%7610.1%ETFMRKMerck & Co., Inc.$425,141$1,355,000 ▼-76.1%4,2740.1%MedicalVUGVanguard Growth ETF$424,694$144,847 ▲51.8%1,0350.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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