Jpl Wealth Management, LLC Purchases in Q4 2024

Jpl Wealth Management, LLC

  • $349 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FNF
Fidelity National Financial, Inc.

Financial Services
15.5K
+ 44.58%
$55.19 - $63.83 $854K - $988K
50.2K $2.82B
ROP
Roper Technologies Inc

Industrials
2.39K
+ 57.13%
$519.85 - $575.95 $1.24M - $1.37M
6.56K $3.41B
DFAI
Dimensional ETF Tr

ETFs
36.3K
+ 57.17%
$29.0 - $31.6 $1.05M - $1.15M
99.9K $2.92B
HD
Home Depot, Inc.

Consumer Cyclical
1.91K
+ 30.3%
$385.02 - $431.37 $735K - $823K
8.21K $3.19B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
44.3K
New
$22.39 - $23.45 $991K - $1.04M
44.3K $1.02B
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
15K
+ 54.76%
$70.63 - $78.23 $1.06M - $1.17M
42.3K $3B
NOC
Northrop Grumman Corp

Industrials
1.78K
+ 43.65%
$466.52 - $543.88 $828K - $965K
5.84K $2.74B
GIS
General Mills Inc

Consumer Defensive
14.7K
+ 38.21%
$62.78 - $74.62 $924K - $1.1M
53.2K $3.39B
LAMR
Lamar Advertising CO

Real Estate
7.25K
+ 29.92%
$121.37 - $138.11 $880K - $1M
31.5K $3.83B
SO
Southern CO

Utilities
9.55K
+ 33.18%
$81.5 - $94.15 $779K - $900K
38.4K $3.16B
UL
Unilever PLC

Consumer Defensive
14.5K
+ 34.81%
$56.7 - $64.64 $822K - $937K
56.1K $3.18B
SPGI
S&P Global Inc.

Financial Services
1.38K
+ 40.4%
$480.36 - $529.17 $663K - $731K
4.8K $2.39B
EPI
Wisdomtree Tr India Earnings F

ETFs
19.1K
New
$45.09 - $50.08 $859K - $955K
19.1K $863M
TXN
Texas Instruments Inc

Technology
5.03K
+ 34.79%
N/A
19.5K $3.66B
SOXX
Ishares Semiconductor ETF

ETFs
5.25K
+ 47.04%
$211.27 - $239.8 $1.11M - $1.26M
16.4K $3.54B
SDOG
Alps Sector Dividend Dogs ETF

ETFs
10.8K
+ 32.49%
$55.73 - $61.23 $604K - $663K
44.2K $2.5B
PEP
Pepsico Inc

Consumer Defensive
5.88K
+ 39.7%
$151.29 - $176.1 $889K - $1.04M
20.7K $3.15B
SNY
Sanofi

Healthcare
14.2K
+ 42.84%
$45.89 - $57.31 $650K - $811K
47.2K $2.28B
BSCU
Invesco Exc Self Ind Tr

ETFs
40.5K
New
$16.32 - $16.99 $661K - $688K
40.5K $663M
UNP
Union Pacific Corp

Industrials
2.84K
+ 40.39%
$223.15 - $249.32 $634K - $709K
9.88K $2.25B
BSCW
Invesco Exg Tr Slf Indx Fd Tr
32.5K
New
N/A
32.5K $654M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
31.2K
New
$20.08 - $20.61 $627K - $644K
31.2K $629M
NVDA
Nvidia Corp

Technology
2.52K
+ 11.11%
$117.0 - $148.88 $294K - $375K
25.2K $3.38B
VTV
Vanguard Value ETF

ETFs
3.2K
+ 227.36%
$168.32 - $181.87 $538K - $582K
4.61K $780M
PLTR
Palantir Technologies Inc.

Technology
7.16K
New
$36.46 - $82.38 $261K - $590K
7.16K $542M
SPY
Spdr S&P 500 ETF Trust

ETFs
752
+ 39.21%
$567.81 - $607.81 $427K - $457K
2.67K $1.56B
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
9.89K
New
$51.33 - $53.74 $508K - $532K
9.89K $510M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
22.6K
New
$21.43 - $22.55 $484K - $510K
22.6K $487M
VO
Vanguard Mid Cap ETF

ETFs
1.84K
New
$261.5 - $284.63 $480K - $523K
1.84K $485M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.64K
New
$176.42 - $186.91 $466K - $494K
2.64K $471M
MAR
Marriott International Inc

Consumer Cyclical
1.66K
New
$246.06 - $292.59 $408K - $486K
1.66K $463M
AMGN
Amgen Inc

Healthcare
3.01K
+ 43.58%
$258.78 - $328.31 $779K - $988K
9.92K $2.58B
VBR
Vanguard Small Cap Value ETF

ETFs
1.82K
+ 115.49%
$197.36 - $217.3 $359K - $395K
3.39K $673M
META
Meta Platforms, Inc.

Communication Services
473
+ 39.45%
$554.08 - $632.68 $262K - $299K
1.67K $979M
TSLA
Tesla, Inc.

Consumer Cyclical
798
New
$213.65 - $479.86 $170K - $383K
798 $322M
PFE
Pfizer Inc

Healthcare
11.2K
New
$24.8 - $30.19 $278K - $338K
11.2K $297M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
14.3K
New
$19.42 - $19.76 $278K - $283K
14.3K $279M
HYDB
Ishares Tr Edge High Yield Def

ETFs
5.26K
New
$46.68 - $47.95 $246K - $252K
5.26K $247M
SCHG
Schwab Strategic Tr Us Large C

ETFs
8.76K
New
$25.93 - $105.3 $227K - $922K
8.76K $244M
Ishares Tr
10.2K
New
N/A
10.2K $242M
XEL
Xcel Energy Inc

Utilities
3.32K
New
$62.16 - $72.92 $207K - $242K
3.32K $224M
V
Visa Inc.

Financial Services
337
+ 21.67%
$273.87 - $320.91 $92.3K - $108K
1.89K $598M
VUG
Vanguard Growth ETF

ETFs
353
+ 51.76%
$378.79 - $428.11 $134K - $151K
1.04K $425M
ORCL
Oracle Corp

Technology
275
+ 6.13%
$165.41 - $192.43 $45.5K - $52.9K
4.76K $793M
GOOG
Alphabet Inc.

Communication Services
560
+ 20.22%
$163.08 - $198.16 $91.3K - $111K
3.33K $634M
IWF
Ishares Russell 1000 Gr ETF

ETFs
112
+ 7.63%
$370.24 - $418.94 $41.5K - $46.9K
1.58K $634M
IWB
Ishares Tr Russell 1000 ETF

ETFs
90
+ 4.48%
$311.11 - $335.64 $28K - $30.2K
2.1K $676M
XLC
Select Sector Spdr Tr Communic

ETFs
472
+ 17.69%
$89.66 - $102.16 $42.3K - $48.2K
3.14K $304M
RSP
Invesco S&P 500 Equal Weight E

ETFs
216
+ 14.57%
$174.22 - $187.62 $37.6K - $40.5K
1.7K $298M
Activity Summary
Buys All Purchases 103 New Holdings 25 Increased Positions 78 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
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