Jpl Wealth Management, LLC New Holdings in Q3 2025

Jpl Wealth Management, LLC

  • $421 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AON
Aon PLC

Financial Services
323
New
$350.91 - $375.27 $113K - $121K
323 $115M
Bitwise Bitcoin ETF Tr
1.85K
New
N/A
1.85K $115M
UBER
Uber Technologies, Inc

Technology
1.13K
New
$86.91 - $99.57 $98.1K - $112K
1.13K $111M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
920
New
$108.46 - $120.63 $99.8K - $111K
920 $109M
Blackrock Inc
90
New
N/A
90 $106M
IVW
Ishares S&P 500 Growth ETF

ETFs
864
New
$108.97 - $121.65 $94.2K - $105K
864 $104M
MPC
Marathon Petroleum Corp

Energy
539
New
$158.59 - $198.69 $85.5K - $107K
539 $104M
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
470
New
$167.19 - $219.52 $78.6K - $103K
470 $103M
APP
App Lovin Corp

Technology
143
New
$335.1 - $718.54 $47.9K - $103K
143 $103M
TMUS
T Mobile Us, Inc.

Communication Services
427
New
$226.02 - $259.01 $96.5K - $111K
427 $102M
AJG
Arthur J. Gallagher & Co.

Financial Services
318
New
$284.17 - $319.49 $90.4K - $102K
318 $98.5M
TRV
Travelers Companies, Inc.

Financial Services
347
New
$250.62 - $279.43 $87K - $97K
347 $96.9M
Linde PLC
204
New
N/A
204 $96.8M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
2.17K
New
$40.04 - $45.11 $86.8K - $97.8K
2.17K $96.1M
BKNG
Booking Holdings Inc.

Consumer Cyclical
17
New
$5364.25 - $5815.92 $91.2K - $98.9K
17 $93.8M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
811
New
$107.27 - $113.94 $87K - $92.4K
811 $92.1M
CVS
Cvs Health Corp

Healthcare
1.21K
New
$58.75 - $76.5 $71.3K - $92.9K
1.21K $91.5M
QCOM
Qualcomm Inc

Technology
549
New
$145.84 - $173.55 $80.1K - $95.3K
549 $91.3M
BAC
Bank Of America Corp

Financial Services
1.74K
New
$44.92 - $52.42 $78.3K - $91.3K
1.74K $89.9M
VZ
Verizon Communications Inc

Communication Services
2.03K
New
$40.84 - $45.06 $82.7K - $91.2K
2.03K $89M
ICE
Intercontinental Exchange, Inc.

Financial Services
524
New
$167.28 - $188.45 $87.7K - $98.7K
524 $88.3M
VEA
Vanguard Ftse Developed Market

ETFs
1.47K
New
$56.02 - $60.3 $82.2K - $88.5K
1.47K $87.9M
IBTL
Ishares Tr Ibonds Dec 2031 Ter

ETFs
4.23K
New
$20.18 - $20.7 $85.4K - $87.6K
4.23K $87M
HOOD
Robinhood Markets, Inc.

Technology
602
New
$91.27 - $143.18 $54.9K - $86.2K
602 $86.2M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
1.85K
New
$43.65 - $46.42 $80.7K - $85.8K
1.85K $85.8M
ABT
Abbott Laboratories

Healthcare
632
New
$120.51 - $136.62 $76.2K - $86.3K
632 $84.7M
COF
Capital One Financial Corp

Financial Services
397
New
$207.29 - $229.74 $82.3K - $91.2K
397 $84.4M
MO
Altria Group, Inc.

Consumer Defensive
1.27K
New
$57.75 - $67.68 $73.5K - $86.2K
1.27K $84.1M
VBR
Vanguard Small Cap Value ETF

ETFs
401
New
$195.41 - $212.37 $78.4K - $85.2K
401 $83.7M
AMD
Advanced Micro Devices Inc

Technology
516
New
$134.8 - $184.42 $69.6K - $95.2K
516 $83.5M
TJX
Tjx Companies Inc

Consumer Cyclical
573
New
$121.35 - $144.54 $69.5K - $82.8K
573 $82.8M
LOW
Lowes Companies Inc

Consumer Cyclical
327
New
$215.01 - $273.02 $70.3K - $89.3K
327 $82.2M
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
4.12K
New
$19.57 - $19.98 $80.6K - $82.2K
4.12K $81.8M
AMP
Ameriprise Financial Inc

Financial Services
166
New
$486.13 - $544.55 $80.7K - $90.4K
166 $81.5M
CI
Cigna Corp

Healthcare
277
New
$262.23 - $334.39 $72.6K - $92.6K
277 $79.8M
PGR
Progressive Corp

Financial Services
313
New
$238.61 - $264.3 $74.7K - $82.7K
313 $77.3M
MU
Micron Technology Inc

Technology
461
New
$104.88 - $168.89 $48.3K - $77.9K
461 $77.1M
DFIV
Dimensional ETF Tr

ETFs
1.64K
New
$42.66 - $46.53 $70.1K - $76.4K
1.64K $75.8M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
959
New
$78.11 - $79.07 $74.9K - $75.8K
959 $75.7M
NTRS
Northern Trust Corp

Financial Services
560
New
$123.6 - $134.6 $69.2K - $75.4K
560 $75.4M
Super Micro Computer Inc
1.57K
New
N/A
1.57K $75.1M
MELI
Mercadolibre Inc

Consumer Cyclical
32
New
$2292.04 - $2514.05 $73.3K - $80.4K
32 $74.8M
PEY
Invesco Exchange Traded Fd Tr

ETFs
3.54K
New
$20.38 - $21.7 $72.1K - $76.8K
3.54K $74.6M
DFAT
Dimensional ETF Tr U S Target

ETFs
1.27K
New
$53.36 - $59.69 $67.9K - $75.9K
1.27K $74M
DGX
Quest Diagnostics Inc

Healthcare
387
New
N/A
387 $73.8M
ADI
Analog Devices Inc

Technology
299
New
$220.68 - $255.63 $66K - $76.4K
299 $73.5M
RMD
Resmed Inc

Healthcare
268
New
$252.01 - $293.73 $67.5K - $78.7K
268 $73.4M
WEC
Wec Energy Group, Inc.

Utilities
628
New
$103.66 - $114.59 $65.1K - $72K
628 $72M
CLF
Cleveland Cliffs Inc.

Basic Materials
5.9K
New
$8.12 - $12.84 $47.9K - $75.7K
5.9K $71.9M
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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