Jpl Wealth Management, LLC Purchases in Q3 2025

Jpl Wealth Management, LLC

  • $421 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
34.5K
New
$110.74 - $122.12 $3.82M - $4.21M
34.5K $4.17B
MSTR
Microstrategy Inc

Technology
9.4K
New
$300.7 - $455.9 $2.83M - $4.28M
9.4K $3.03B
UNH
Unitedhealth Group Inc

Healthcare
3.33K
+ 7.59%
$237.77 - $353.61 $792K - $1.18M
47.2K $16.3B
Ea Series Trust
35.4K
New
N/A
35.4K $1.91B
ABBV
Abb Vie Inc.

Healthcare
679
+ 2.45%
$184.85 - $231.54 $126K - $157K
28.3K $6.56B
DHI
Horton D R Inc

Consumer Cyclical
167
+ 0.59%
$129.82 - $184.04 $21.7K - $30.7K
28.5K $4.83B
SCHO
Schwab Short Term Us Treasury

ETFs
27K
+ 4.16%
$24.23 - $24.42 $655K - $660K
676K $16.5B
NOC
Northrop Grumman Corp

Industrials
11
+ 0.18%
$498.9 - $609.32 $5.49K - $6.7K
6K $3.66B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
7.97K
New
$72.65 - $78.68 $579K - $627K
7.97K $624M
CVX
Chevron Corp

Energy
319
+ 0.73%
$145.57 - $161.83 $46.4K - $51.6K
43.9K $6.82B
DFAI
Dimensional ETF Tr

ETFs
4.51K
+ 3.92%
$34.05 - $36.55 $153K - $165K
119K $4.34B
ORCL
Oracle Corp

Technology
283
+ 6.21%
$218.96 - $328.33 $62K - $92.9K
4.84K $1.36B
DGRO
Ishares Core Dividend Growth E

ETFs
167
+ 0.2%
$64.12 - $68.08 $10.7K - $11.4K
81.7K $5.56B
MS
Morgan Stanley

Financial Services
14
+ 0.08%
$139.09 - $161.16 $1.95K - $2.26K
18.4K $2.92B
GOOG
Alphabet Inc.

Communication Services
851
+ 45.73%
$175.16 - $255.24 $149K - $217K
2.71K $661M
XOM
Exxon Mobil Corp

Energy
1.07K
+ 2.55%
$105.83 - $117.22 $113K - $125K
42.9K $4.84B
TSLA
Tesla, Inc.

Consumer Cyclical
440
+ 47.77%
$293.94 - $444.72 $129K - $196K
1.36K $605M
FNF
Fidelity National Financial, Inc.

Financial Services
614
+ 1.15%
$51.22 - $61.07 $31.4K - $37.5K
53.8K $3.26B
PEP
Pepsico Inc

Consumer Defensive
526
+ 2.31%
$133.81 - $152.16 $70.4K - $80K
23.3K $3.27B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.98K
+ 4.63%
$117.65 - $120.08 $233K - $238K
44.8K $5.36B
WFC
Wells Fargo & Company

Financial Services
2.99K
New
$77.05 - $85.16 $230K - $255K
2.99K $251M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
4.14K
New
$54.35 - $59.32 $225K - $246K
4.14K $245M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
3.77K
+ 2.53%
$52.39 - $53.11 $198K - $200K
153K $8.11B
NEE
Nextera Energy Inc

Utilities
3.08K
New
$69.77 - $77.54 $215K - $239K
3.08K $233M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
586
+ 0.65%
$50.02 - $53.28 $29.3K - $31.2K
90.1K $4.71B
GE
General Electric CO

Industrials
737
New
$244.75 - $305.63 $180K - $225K
737 $222M
CSCO
Cisco Systems, Inc.

Technology
3.19K
New
$66.2 - $71.79 $211K - $229K
3.19K $218M
PG
Procter & Gamble CO

Consumer Defensive
1.36K
New
$150.47 - $161.22 $205K - $220K
1.36K $210M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
748
New
$224.68 - $282.71 $168K - $211K
748 $209M
AXP
American Express CO

Financial Services
619
New
$294.27 - $342.31 $182K - $212K
619 $206M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
2.68K
New
$72.01 - $74.44 $193K - $199K
2.68K $197M
INTU
Intuit Inc

Technology
287
New
$646.03 - $807.39 $185K - $232K
287 $196M
SPIB
Spdr Portfolio Intermediate Te

ETFs
5.05K
+ 8.11%
$33.26 - $34.01 $168K - $172K
67.4K $2.28B
LMT
Lockheed Martin Corp

Industrials
378
New
$410.74 - $499.21 $155K - $189K
378 $189M
RDVY
First Trust Rising Dividend Ac

ETFs
2.76K
New
$62.38 - $67.29 $172K - $186K
2.76K $186M
IVE
Ishares S&P 500 Value ETF

ETFs
893
New
$194.44 - $206.51 $174K - $184K
893 $184M
HWM
Howmet Aerospace Inc.

Industrials
928
New
$171.0 - $196.23 $159K - $182K
928 $182M
QVAL
Ea Ser Tr Alpha Architect U S

ETFs
3.88K
New
$42.62 - $46.98 $165K - $182K
3.88K $181M
SYK
Stryker Corp

Healthcare
476
New
$368.57 - $403.53 $175K - $192K
476 $176M
T
At&T Inc.

Communication Services
6.17K
New
$26.94 - $29.62 $166K - $183K
6.17K $174M
KO
Coca Cola CO

Consumer Defensive
2.63K
New
$65.67 - $71.67 $173K - $188K
2.63K $174M
PM
Philip Morris International Inc.

Consumer Defensive
1.05K
New
$157.77 - $183.27 $166K - $192K
1.05K $170M
DFUS
Dimensional ETF Tr U S Equity

ETFs
2.31K
New
$67.01 - $72.84 $155K - $168K
2.31K $167M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
8.32K
New
$19.61 - $19.79 $163K - $165K
8.32K $164M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
3.66K
New
$41.91 - $44.87 $153K - $164K
3.66K $164M
ENB
Enbridge Inc

Energy
3.17K
New
$43.79 - $50.46 $139K - $160K
3.17K $160M
BSCU
Invesco Exc Self Ind Tr

ETFs
9.07K
+ 18.37%
$16.67 - $17.03 $151K - $154K
58.4K $988M
IWD
Ishares Russell 1000 Val ETF

ETFs
766
New
$192.76 - $203.86 $148K - $156K
766 $156M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
7.34K
New
$20.66 - $20.74 $152K - $152K
7.34K $152M
Activity Summary
Buys All Purchases 1133 New Holdings 1080 Increased Positions 53 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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