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
CB
Chubb LTD

Financial Services
163
New
$265.99 - $289.59 $43.4K - $47.2K
163 $46M
SHW
Sherwin Williams CO

Basic Materials
131
New
$330.88 - $375.23 $43.3K - $49.2K
131 $45.3M
FISV
Fiserv Inc

Technology
350
New
N/A
350 $45.1M
ISRG
Intuitive Surgical Inc

Healthcare
101
New
$433.66 - $544.47 $43.8K - $55K
101 $45.1M
NET
Cloudflare, Inc.

Technology
209
New
$181.39 - $228.28 $37.9K - $47.7K
209 $44.9M
ITOT
Ishares Core S&P Total U.S. St

ETFs
304
New
$135.0 - $146.02 $41K - $44.4K
304 $44.3M
ES
Eversource Energy

Utilities
618
New
$62.86 - $71.14 $38.8K - $44K
618 $44M
HPQ
Hp Inc

Technology
1.6K
New
$24.45 - $29.35 $39K - $46.8K
1.6K $43.4M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
299
New
$131.47 - $143.64 $39.3K - $42.9K
299 $42.3M
IWM
Ishares Russell 2000 ETF

ETFs
174
New
$214.92 - $244.84 $37.4K - $42.6K
174 $42.1M
HSBC
Hsbc Holdings PLC

Financial Services
580
New
$60.27 - $70.98 $35K - $41.2K
580 $41.2M
SRE
Sempra Energy

Utilities
456
New
$74.14 - $89.98 $33.8K - $41K
456 $41M
SNPS
Synopsys Inc

Technology
83
New
$387.78 - $645.35 $32.2K - $53.6K
83 $41M
IJS
Ishares S&P Smallcap 600 Value

ETFs
367
New
$98.99 - $112.2 $36.3K - $41.2K
367 $40.6M
KMI
Kinder Morgan, Inc.

Energy
1.41K
New
$26.23 - $28.5 $37K - $40.2K
1.41K $40M
KLAC
Kla Corp

Technology
37
New
$843.9 - $1078.6 $31.2K - $39.9K
37 $39.9M
GD
General Dynamics Corp

Industrials
117
New
$293.92 - $341.0 $34.4K - $39.9K
117 $39.9M
MDT
Medtronic PLC

Healthcare
417
New
$87.67 - $95.74 $36.6K - $39.9K
417 $39.7M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.01K
New
$38.58 - $58.24 $38.8K - $58.5K
1.01K $39.4M
SNOW
Snowflake Inc.

Technology
173
New
$191.73 - $241.0 $33.2K - $41.7K
173 $39M
AIG
American International Group, Inc.

Financial Services
494
New
$76.34 - $85.87 $37.7K - $42.4K
494 $38.8M
CL
Colgate Palmolive CO

Consumer Defensive
471
New
$79.36 - $93.33 $37.4K - $44K
471 $37.7M
UBS
Ubs Group Ag

Financial Services
908
New
$33.77 - $42.38 $30.7K - $38.5K
908 $37.2M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
115
New
$301.44 - $365.84 $34.7K - $42.1K
115 $37.2M
PNC
Pnc Financial Services Group, Inc.

Financial Services
185
New
$185.88 - $207.44 $34.4K - $38.4K
185 $37.2M
ITB
Ishares Tr

ETFs
340
New
$94.18 - $117.14 $32K - $39.8K
340 $36.5M
MSCI
Msci Inc.

Financial Services
64
New
$526.48 - $588.0 $33.7K - $37.6K
64 $36.3M
BMY
Bristol Myers Squibb CO

Healthcare
793
New
$43.31 - $48.98 $34.3K - $38.8K
793 $35.8M
PANW
Palo Alto Networks Inc

Technology
174
New
$167.06 - $208.19 $29.1K - $36.2K
174 $35.4M
CDNS
Cadence Design Systems Inc

Technology
100
New
$309.46 - $373.37 $30.9K - $37.3K
100 $35.1M
SPOT
Spotify Technology S.A.

Communication Services
50
New
$620.01 - $738.53 $31K - $36.9K
50 $34.9M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
173
New
$196.15 - $217.83 $33.9K - $37.7K
173 $34.9M
PRF
Invesco Exchange Traded Fd Tr

ETFs
770
New
$42.04 - $45.23 $32.4K - $34.8K
770 $34.8M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
435
New
$75.26 - $80.19 $32.7K - $34.9K
435 $34.7M
CDE
Coeur Mining, Inc.

Basic Materials
1.85K
New
$8.68 - $18.76 $16K - $34.6K
1.85K $34.6M
AZN
Astrazeneca PLC

Healthcare
451
New
$68.72 - $82.11 $31K - $37K
451 $34.6M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
2.16K
New
$13.29 - $16.05 $28.7K - $34.7K
2.16K $34.4M
KARS
Kraneshares Tr Elec Veh & Futu

ETFs
1.13K
New
$21.8 - $30.4 $24.6K - $34.3K
1.13K $34.3M
KWEB
Kraneshares Tr Csi China Inter

ETFs
813
New
$33.63 - $42.59 $27.3K - $34.6K
813 $34.2M
MCHI
Ishares Msci China ETF

ETFs
518
New
$54.58 - $65.85 $28.3K - $34.1K
518 $34.1M
ASML
Asml Holding Nv

Technology
35
New
$689.63 - $968.09 $24.1K - $33.9K
35 $33.9M
WBD
Warner Bros. Discovery, Inc.

Communication Services
1.69K
New
$10.78 - $19.82 $18.2K - $33.5K
1.69K $33M
HCA
Hca Healthcare, Inc.

Healthcare
77
New
$334.32 - $426.2 $25.7K - $32.8K
77 $33M
GLW
Corning Inc

Technology
402
New
$51.6 - $82.03 $20.7K - $33K
402 $33M
TDS
Telephone & Data Systems Inc

Communication Services
840
New
$35.43 - $40.72 $29.8K - $34.2K
840 $33M
MET
Metlife Inc

Financial Services
400
New
$73.82 - $82.37 $29.5K - $32.9K
400 $32.9M
FCX
Freeport Mcmoran Inc

Basic Materials
840
New
$35.34 - $47.21 $29.7K - $39.7K
840 $32.9M
VO
Vanguard Mid Cap ETF

ETFs
112
New
$279.83 - $293.74 $31.3K - $32.9K
112 $32.9M
WDC
Western Digital Corp

Technology
274
New
$63.84 - $120.06 $17.5K - $32.9K
274 $32.9M
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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