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
URI
United Rentals, Inc.

Industrials
75
New
$774.14 - $975.23 $58.1K - $73.1K
75 $71.6M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
500
New
$136.48 - $142.97 $68.2K - $71.5K
500 $70M
APH
Amphenol Corp

Technology
555
New
$97.39 - $125.4 $54.1K - $69.6K
555 $68.7M
IDXX
Idexx Laboratories Inc

Healthcare
106
New
$514.61 - $682.78 $54.5K - $72.4K
106 $67.7M
HPE
Hewlett Packard Enterprise CO

Technology
2.72K
New
$19.81 - $25.24 $53.9K - $68.7K
2.72K $66.9M
BA
Boeing CO

Industrials
307
New
$209.79 - $237.38 $64.4K - $72.9K
307 $66.3M
PSX
Phillips 66

Energy
485
New
$118.37 - $139.46 $57.4K - $67.6K
485 $66M
LNG
Cheniere Energy, Inc.

Energy
277
New
$222.68 - $244.28 $61.7K - $67.7K
277 $65M
XLE
Energy Sector Spdr

ETFs
726
New
$84.25 - $91.99 $61.2K - $66.8K
726 $64.9M
AZO
Autozone Inc

Consumer Cyclical
15
New
$3649.42 - $4354.54 $54.7K - $65.3K
15 $64.4M
NVO
Novo Nordisk A S

Healthcare
1.15K
New
$45.38 - $71.7 $52.1K - $82.3K
1.15K $63.7M
VEEV
Veeva Systems Inc

Healthcare
212
New
$269.2 - $297.91 $57.1K - $63.2K
212 $63.2M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
3.36K
New
$18.61 - $18.94 $62.4K - $63.5K
3.36K $63.1M
CTAS
Cintas Corp

Industrials
305
New
$199.29 - $226.27 $60.8K - $69K
305 $62.6M
TDG
Trans Digm Group Inc

Industrials
47
New
$1271.04 - $1620.83 $59.7K - $76.2K
47 $61.9M
KKR
Kkr & Co. Inc.

Financial Services
477
New
$129.95 - $152.16 $62K - $72.6K
477 $61.9M
KEY
Keycorp

Financial Services
3.27K
New
$17.37 - $19.39 $56.8K - $63.4K
3.27K $61.2M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
1.79K
New
$31.31 - $34.54 $55.9K - $61.7K
1.79K $60.1M
WELL
Welltower Inc.

Real Estate
335
New
$150.71 - $178.14 $50.5K - $59.7K
335 $59.8M
AMAT
Applied Materials Inc

Technology
291
New
$156.25 - $204.95 $45.5K - $59.6K
291 $59.7M
Arista Networks Inc
404
New
N/A
404 $58.9M
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.84K
New
$28.92 - $32.19 $53.2K - $59.2K
1.84K $58.7M
ACN
Accenture PLC

Technology
235
New
$232.56 - $304.78 $54.7K - $71.6K
235 $58M
CME
Cme Group Inc.

Financial Services
214
New
$258.83 - $287.1 $55.4K - $61.4K
214 $57.9M
SCHW
Schwab Charles Corp

Financial Services
604
New
$91.03 - $98.69 $55K - $59.6K
604 $57.7M
UNM
Unum Group

Financial Services
728
New
$68.55 - $82.12 $49.9K - $59.8K
728 $56.6M
IRM
Iron Mountain Inc

Real Estate
554
New
$89.46 - $104.46 $49.6K - $57.9K
554 $56.5M
ADP
Automatic Data Processing Inc

Industrials
192
New
$288.69 - $310.94 $55.4K - $59.7K
192 $56.4M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
217
New
$259.44 - $278.65 $56.3K - $60.5K
217 $56.3M
PH
Parker Hannifin Corp

Industrials
73
New
$697.13 - $769.67 $50.9K - $56.2K
73 $55.3M
PODD
Insulet Corp

Healthcare
175
New
$277.3 - $352.82 $48.5K - $61.7K
175 $54M
BK
Bank Of New York Mellon Corp

Financial Services
486
New
$90.65 - $109.75 $44.1K - $53.3K
486 $53M
MCO
Moodys Corp

Financial Services
111
New
$472.69 - $521.32 $52.5K - $57.9K
111 $52.9M
LGND
Ligand Pharmaceuticals Inc

Healthcare
296
New
$112.56 - $177.14 $33.3K - $52.4K
296 $52.4M
OXY
Occidental Petroleum Corp

Energy
1.1K
New
$42.54 - $48.1 $46.9K - $53.1K
1.1K $52.1M
CRWD
Crowd Strike Holdings, Inc.

Technology
106
New
$412.46 - $514.1 $43.7K - $54.5K
106 $52M
C
Citigroup Inc

Financial Services
497
New
$85.57 - $103.49 $42.5K - $51.4K
497 $50.4M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
128
New
$366.54 - $479.53 $46.9K - $61.4K
128 $50.2M
GS
Goldman Sachs Group Inc

Financial Services
63
New
$696.56 - $806.32 $43.9K - $50.8K
63 $50.2M
RSG
Republic Services, Inc.

Industrials
217
New
$225.33 - $246.01 $48.9K - $53.4K
217 $49.8M
PWR
Quanta Services, Inc.

Industrials
119
New
$372.29 - $421.68 $44.3K - $50.2K
119 $49.3M
SAP
Sap Se

Technology
183
New
$252.42 - $311.93 $46.2K - $57.1K
183 $48.9M
BX
Blackstone Inc.

Financial Services
285
New
$152.77 - $188.68 $43.5K - $53.8K
285 $48.7M
COIN
Coinbase Global, Inc.

Technology
144
New
$297.99 - $419.78 $42.9K - $60.4K
144 $48.6M
CSGP
Costar Group, Inc.

Real Estate
569
New
$81.42 - $96.83 $46.3K - $55.1K
569 $48M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
102
New
$435.72 - $463.74 $44.4K - $47.3K
102 $47.1M
AEP
American Electric Power CO Inc

Utilities
414
New
$103.26 - $115.0 $42.7K - $47.6K
414 $46.6M
FICO
Fair Isaac Corp

Technology
31
New
$1311.26 - $1869.83 $40.6K - $58K
31 $46.4M
Lam Research Corp
346
New
N/A
346 $46.3M
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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