Jpl Wealth Management, LLC Incresed Positions in Q4 2024

Jpl Wealth Management, LLC

  • $349 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
37.8K
+ 690.31%
$485.52 - $625.25 $18.4M - $23.7M
43.3K $21.9B
SCHO
Schwab Short Term Us Treasury

ETFs
404K
+ 361.84%
$24.06 - $48.88 $9.72M - $19.7M
515K $12.4B
AVGO
Broadcom Inc.

Technology
53.5K
+ 1159.53%
$159.67 - $250.0 $8.54M - $13.4M
58.1K $13.5B
VTI
Vanguard Total Stock Market Et

ETFs
18.1K
+ 117.45%
$280.04 - $302.45 $5.06M - $5.46M
33.4K $9.69B
AAPL
Apple Inc.

Technology
14.2K
+ 38.08%
$221.69 - $259.02 $3.15M - $3.68M
51.5K $12.9B
OEF
Ishares S&P 100 ETF

ETFs
13.4K
+ 443.42%
N/A
16.4K $4.74B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
60.3K
+ 79.48%
$51.54 - $52.55 $3.11M - $3.17M
136K $7.04B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
144K
+ 675.17%
$26.93 - $84.95 $3.87M - $12.2M
165K $4.51B
GOOGL
Alphabet Inc.

Communication Services
13.2K
+ 46.14%
$161.86 - $196.66 $2.14M - $2.6M
41.9K $7.93B
IWP
Ishares Russell Mid Cap Growth

ETFs
20.5K
+ 362.3%
$116.4 - $138.52 $2.39M - $2.84M
26.2K $3.32B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
21K
+ 142.27%
$115.08 - $119.55 $2.41M - $2.51M
35.7K $4.13B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
34.2K
+ 45.39%
$61.68 - $67.87 $2.11M - $2.32M
110K $6.83B
WMT
Walmart Inc.

Consumer Defensive
13.1K
+ 29.18%
$79.1 - $95.7 $1.04M - $1.26M
58.2K $5.26B
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.54K
+ 44.7%
$481.22 - $538.17 $1.7M - $1.9M
11.4K $5.85B
IEFA
Ishares Tr

ETFs
29.3K
+ 127.91%
$70.06 - $77.43 $2.05M - $2.27M
52.1K $3.66B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.87K
+ 74.92%
$442.29 - $483.08 $1.71M - $1.87M
9.03K $4.09B
MSFT
Microsoft Corp

Technology
5.57K
+ 39.3%
$406.35 - $454.46 $2.26M - $2.53M
19.7K $8.32B
COST
Costco Wholesale Corp

Consumer Defensive
1.7K
+ 30.74%
$873.59 - $994.69 $1.48M - $1.69M
7.21K $6.61B
AMZN
Amazon Com Inc

Consumer Cyclical
6.26K
+ 30.24%
$180.88 - $232.93 $1.13M - $1.46M
27K $5.91B
DGRO
Ishares Core Dividend Growth E

ETFs
24.5K
+ 46.95%
$60.73 - $64.94 $1.49M - $1.59M
76.6K $4.7B
CVX
Chevron Corp

Energy
13.6K
+ 48.64%
$141.15 - $162.53 $1.93M - $2.22M
41.7K $6.04B
JPM
Jpmorgan Chase & CO

Financial Services
4.86K
+ 41.05%
$205.18 - $250.29 $997K - $1.22M
16.7K $4B
ACN
Accenture PLC

Technology
3.57K
+ 51.29%
$343.9 - $376.86 $1.23M - $1.35M
10.5K $3.7B
PAYX
Paychex Inc

Industrials
7.74K
+ 42.05%
$135.86 - $148.73 $1.05M - $1.15M
26.1K $3.67B
GILD
Gilead Sciences, Inc.

Healthcare
9.49K
+ 37.35%
$83.95 - $97.9 $797K - $929K
34.9K $3.22B
CAT
Caterpillar Inc

Industrials
3.18K
+ 30.67%
$360.37 - $416.88 $1.14M - $1.32M
13.5K $4.91B
IBM
International Business Machines Corp

Technology
4.28K
+ 39.17%
$204.9 - $238.04 $877K - $1.02M
15.2K $3.34B
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
23.5K
+ 38.82%
$50.53 - $55.55 $1.19M - $1.3M
84K $4.28B
VOT
Vanguard Mid Cap Growth Index

ETFs
4.82K
+ 51.39%
$241.48 - $274.89 $1.16M - $1.33M
14.2K $3.6B
MA
Mastercard Inc

Financial Services
1.73K
+ 27.27%
$491.3 - $536.15 $848K - $925K
8.06K $4.24B
WAT
Waters Corp

Healthcare
2.71K
+ 52.55%
$323.11 - $392.01 $874K - $1.06M
7.86K $2.91B
DE
Deere & CO

Industrials
2.65K
+ 47.3%
$389.45 - $466.0 $1.03M - $1.24M
8.26K $3.5B
PWB
Invesco Exchange Traded Fd Tr

ETFs
11.5K
+ 41.34%
$98.04 - $108.11 $1.12M - $1.24M
39.2K $3.99B
ABBV
Abb Vie Inc.

Healthcare
6.95K
+ 36.6%
$164.99 - $203.87 $1.15M - $1.42M
26K $4.61B
ORLY
O Reilly Automotive Inc

Consumer Cyclical
957
+ 57.1%
$1146.59 - $1270.6 $1.1M - $1.22M
2.63K $3.12B
DHI
Horton D R Inc

Consumer Cyclical
9.64K
+ 61.88%
$137.24 - $194.56 $1.32M - $1.88M
25.2K $3.53B
EOG
Eog Resources Inc

Energy
11.1K
+ 69.73%
$118.22 - $136.54 $1.31M - $1.52M
27.1K $3.32B
DLR
Digital Realty Trust, Inc.

Real Estate
4.72K
+ 31.92%
$156.46 - $195.69 $738K - $923K
19.5K $3.46B
EMR
Emerson Electric CO

Industrials
7.74K
+ 45.45%
$108.13 - $134.33 $837K - $1.04M
24.8K $3.07B
SPIB
Spdr Portfolio Intermediate Te

ETFs
35.6K
+ 182.4%
$32.65 - $33.68 $1.16M - $1.2M
55K $1.8B
XOM
Exxon Mobil Corp

Energy
12.2K
+ 47.93%
$105.51 - $125.37 $1.28M - $1.53M
37.6K $4.04B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
150K
+ 179.31%
$18.41 - $40.87 $2.77M - $6.14M
234K $4.33B
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
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
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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