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
NVS
Novartis Ag

Healthcare
91
New
$113.5 - $129.73 $10.3K - $11.8K
91 $11.7M
VRT
Vertiv Holdings CO

Industrials
77
New
N/A
77 $11.6M
PLD
Prologis, Inc.

Real Estate
101
New
$104.08 - $115.35 $10.5K - $11.7K
101 $11.6M
AOR
Ishares Tr Core Growth Allocat

ETFs
179
New
$60.99 - $64.39 $10.9K - $11.5K
179 $11.5M
CMI
Cummins Inc

Industrials
27
New
$327.85 - $426.39 $8.85K - $11.5K
27 $11.4M
CBOE
Cboe Global Markets, Inc.

Financial Services
46
New
$231.35 - $253.24 $10.6K - $11.6K
46 $11.3M
OTIS
Otis Worldwide Corp

Industrials
123
New
$84.93 - $101.07 $10.4K - $12.4K
123 $11.2M
ROST
Ross Stores, Inc.

Consumer Cyclical
73
New
$127.59 - $152.81 $9.31K - $11.2K
73 $11.1M
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
168
New
$59.28 - $71.9 $9.96K - $12.1K
168 $11.1M
SOFI
So Fi Technologies, Inc.

Financial Services
416
New
$17.64 - $29.81 $7.34K - $12.4K
416 $11M
DTE
Dte Energy CO

Utilities
77
New
$130.26 - $141.49 $10K - $10.9K
77 $10.9M
AFRM
Affirm Holdings, Inc.

Technology
149
New
$64.05 - $92.18 $9.54K - $13.7K
149 $10.9M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
25
New
$393.18 - $439.39 $9.83K - $11K
25 $10.9M
SSNC
Ss&C Technologies Holdings Inc

Technology
122
New
$81.85 - $90.2 $9.99K - $11K
122 $10.8M
BXP
Boston Properties Inc

Real Estate
144
New
$62.11 - $78.93 $8.94K - $11.4K
144 $10.7M
BKR
Baker Hughes CO

Energy
219
New
$38.68 - $50.55 $8.47K - $11.1K
219 $10.7M
MOD
Modine Manufacturing CO

Consumer Cyclical
75
New
$90.02 - $158.57 $6.75K - $11.9K
75 $10.7M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
415
New
$25.5 - $35.2 $10.6K - $14.6K
415 $10.6M
A
Agilent Technologies, Inc.

Healthcare
82
New
$112.04 - $128.75 $9.19K - $10.6K
82 $10.5M
CADE
Cadence Bank

Financial Services
280
New
$33.44 - $38.12 $9.36K - $10.7K
280 $10.5M
XYL
Xylem Inc.

Industrials
71
New
$129.67 - $147.5 $9.21K - $10.5K
71 $10.5M
FDX
Fedex Corp

Industrials
44
New
$217.1 - $243.2 $9.55K - $10.7K
44 $10.4M
BKD
Brookdale Senior Living Inc.

Healthcare
1.23K
New
$6.69 - $8.5 $8.2K - $10.4K
1.23K $10.4M
RJF
Raymond James Financial Inc

Financial Services
60
New
$154.64 - $176.43 $9.28K - $10.6K
60 $10.3M
AOM
Ishares Tr Core Moderate Alloc

ETFs
216
New
$45.4 - $47.61 $9.81K - $10.3K
216 $10.3M
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
154
New
$66.56 - $84.85 $10.3K - $13.1K
154 $10.3M
IBKR
Interactive Brokers Group, Inc.

Financial Services
148
New
$56.32 - $68.81 $8.34K - $10.2K
148 $10.2M
EQIX
Equinix Inc

Real Estate
13
New
$756.7 - $811.13 $9.84K - $10.5K
13 $10.2M
STLD
Steel Dynamics Inc

Basic Materials
73
New
N/A
73 $10.2M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
49
New
$185.65 - $214.38 $9.1K - $10.5K
49 $9.82M
Sandisk Corp
87
New
N/A
87 $9.76M
BDX
Becton Dickinson & CO

Healthcare
52
New
$172.41 - $199.66 $8.97K - $10.4K
52 $9.73M
GLDM
World Gold Trust

ETFs
126
New
$64.73 - $76.45 $8.16K - $9.63K
126 $9.63M
VST
Vistra Corp.

Utilities
49
New
$182.0 - $217.92 $8.92K - $10.7K
49 $9.6M
Cooper Cos Inc
140
New
N/A
140 $9.6M
MAIN
Main Street Capital Corp

Financial Services
150
New
$59.28 - $67.54 $8.89K - $10.1K
150 $9.54M
IP
International Paper CO

Consumer Cyclical
202
New
$45.32 - $55.68 $9.15K - $11.2K
202 $9.37M
SYF
Synchrony Financial

Financial Services
132
New
$67.53 - $76.86 $8.91K - $10.1K
132 $9.37M
DT
Dynatrace, Inc.

Technology
193
New
$46.04 - $56.64 $8.89K - $10.9K
193 $9.35M
NUE
Nucor Corp

Basic Materials
69
New
$133.3 - $150.33 $9.2K - $10.4K
69 $9.35M
L
Loews Corp

Financial Services
93
New
$89.82 - $100.39 $8.35K - $9.34K
93 $9.34M
SCHC
Schwab Strategic Tr Intl Small

ETFs
204
New
$42.28 - $45.71 $8.63K - $9.32K
204 $9.29M
APD
Air Products & Chemicals, Inc.

Basic Materials
34
New
$265.78 - $299.3 $9.04K - $10.2K
34 $9.27M
AXSM
Axsome Therapeutics, Inc.

Healthcare
76
New
$100.39 - $129.29 $7.63K - $9.83K
76 $9.23M
SNAP
Snap Inc

Communication Services
1.19K
New
$6.99 - $10.35 $8.31K - $12.3K
1.19K $9.17M
ADM
Archer Daniels Midland CO

Consumer Defensive
151
New
$53.54 - $64.21 $8.08K - $9.7K
151 $9.03M
AME
Ametek Inc

Industrials
48
New
$176.44 - $192.03 $8.47K - $9.22K
48 $9.02M
MDB
Mongo Db, Inc.

Technology
29
New
$201.0 - $334.87 $5.83K - $9.71K
29 $9M
Ferguson Enterprises Inc
40
New
N/A
40 $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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