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
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
Thomson Reuters Corp
6.77K
+ 29.87%
N/A
29.4K $4.72B
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
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
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
SPY
Spdr S&P 500 ETF Trust

ETFs
752
+ 39.21%
$567.81 - $607.81 $427K - $457K
2.67K $1.56B
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
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
EFA
Ishares Tr Msci Eafe ETF

ETFs
445
+ 12.46%
$75.1 - $82.99 $33.4K - $36.9K
4.02K $304M
XLE
Energy Sector Spdr

ETFs
321
+ 10.45%
$83.32 - $97.27 $26.7K - $31.2K
3.39K $291M
LLY
Eli Lilly & CO

Healthcare
116
+ 14.81%
$727.2 - $932.06 $84.4K - $108K
899 $694M
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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