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
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
34.5K
New
$110.74 - $122.12 $3.82M - $4.21M
34.5K $4.17B
MSTR
Microstrategy Inc

Technology
9.4K
New
$300.7 - $455.9 $2.83M - $4.28M
9.4K $3.03B
Ea Series Trust
35.4K
New
N/A
35.4K $1.91B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
7.97K
New
$72.65 - $78.68 $579K - $627K
7.97K $624M
WFC
Wells Fargo & Company

Financial Services
2.99K
New
$77.05 - $85.16 $230K - $255K
2.99K $251M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
4.14K
New
$54.35 - $59.32 $225K - $246K
4.14K $245M
NEE
Nextera Energy Inc

Utilities
3.08K
New
$69.77 - $77.54 $215K - $239K
3.08K $233M
GE
General Electric CO

Industrials
737
New
$244.75 - $305.63 $180K - $225K
737 $222M
CSCO
Cisco Systems, Inc.

Technology
3.19K
New
$66.2 - $71.79 $211K - $229K
3.19K $218M
PG
Procter & Gamble CO

Consumer Defensive
1.36K
New
$150.47 - $161.22 $205K - $220K
1.36K $210M
AXP
American Express CO

Financial Services
619
New
$294.27 - $342.31 $182K - $212K
619 $206M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
2.68K
New
$72.01 - $74.44 $193K - $199K
2.68K $197M
INTU
Intuit Inc

Technology
287
New
$646.03 - $807.39 $185K - $232K
287 $196M
LMT
Lockheed Martin Corp

Industrials
378
New
$410.74 - $499.21 $155K - $189K
378 $189M
RDVY
First Trust Rising Dividend Ac

ETFs
2.76K
New
$62.38 - $67.29 $172K - $186K
2.76K $186M
IVE
Ishares S&P 500 Value ETF

ETFs
893
New
$194.44 - $206.51 $174K - $184K
893 $184M
HWM
Howmet Aerospace Inc.

Industrials
928
New
$171.0 - $196.23 $159K - $182K
928 $182M
QVAL
Ea Ser Tr Alpha Architect U S

ETFs
3.88K
New
$42.62 - $46.98 $165K - $182K
3.88K $181M
SYK
Stryker Corp

Healthcare
476
New
$368.57 - $403.53 $175K - $192K
476 $176M
T
At&T Inc.

Communication Services
6.17K
New
$26.94 - $29.62 $166K - $183K
6.17K $174M
KO
Coca Cola CO

Consumer Defensive
2.63K
New
$65.67 - $71.67 $173K - $188K
2.63K $174M
PM
Philip Morris International Inc.

Consumer Defensive
1.05K
New
$157.77 - $183.27 $166K - $192K
1.05K $170M
DFUS
Dimensional ETF Tr U S Equity

ETFs
2.31K
New
$67.01 - $72.84 $155K - $168K
2.31K $167M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
8.32K
New
$19.61 - $19.79 $163K - $165K
8.32K $164M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
3.66K
New
$41.91 - $44.87 $153K - $164K
3.66K $164M
ENB
Enbridge Inc

Energy
3.17K
New
$43.79 - $50.46 $139K - $160K
3.17K $160M
IWD
Ishares Russell 1000 Val ETF

ETFs
766
New
$192.76 - $203.86 $148K - $156K
766 $156M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
7.34K
New
$20.66 - $20.74 $152K - $152K
7.34K $152M
Ishares Bitcoin Trust ETF
2.32K
New
N/A
2.32K $150M
IBTM
Ishares Tr Ibonds Dec 2032 Ter
6.5K
New
$22.63 - $23.3 $147K - $152K
6.5K $150M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
7.69K
New
$19.49 - $19.61 $150K - $151K
7.69K $150M
ACWI
Ishares Msci Acwi ETF

ETFs
1.06K
New
$128.32 - $138.41 $136K - $147K
1.06K $147M
COP
Conocophillips

Energy
1.53K
New
$91.0 - $98.99 $139K - $151K
1.53K $145M
SCHX
Schwab Strategic Tr Us Large C

ETFs
5.49K
New
$24.46 - $26.5 $134K - $145K
5.49K $145M
NOW
Service Now, Inc.

Technology
149
New
$850.86 - $1044.69 $127K - $156K
149 $137M
Ge Vernova Inc
223
New
N/A
223 $137M
AIQ
Global X Funds Global X Artifi

ETFs
2.78K
New
$43.2 - $49.66 $120K - $138K
2.78K $137M
MCD
Mcdonalds Corp

Consumer Cyclical
448
New
$291.67 - $316.99 $131K - $142K
448 $136M
VV
Vanguard Large Cap ETF

ETFs
440
New
$285.05 - $309.14 $125K - $136K
440 $135M
DUK
Duke Energy Corp

Utilities
1.09K
New
$116.31 - $125.93 $127K - $138K
1.09K $135M
JNJ
Johnson & Johnson

Healthcare
716
New
$155.17 - $185.42 $111K - $133K
716 $133M
WMB
Williams Companies, Inc.

Energy
2.04K
New
$56.52 - $64.01 $115K - $131K
2.04K $129M
FDN
First Tr Fd Dow Jones

ETFs
455
New
$264.06 - $287.34 $120K - $131K
455 $127M
CQP
Cheniere Energy Partners, L.P.

Energy
2.33K
New
$51.57 - $57.73 $120K - $135K
2.33K $126M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
500
New
$225.11 - $247.9 $113K - $124K
500 $124M
AFL
Aflac Inc

Financial Services
1.09K
New
$98.09 - $111.7 $107K - $122K
1.09K $122M
CRM
Salesforce, Inc.

Technology
495
New
$231.66 - $273.65 $115K - $135K
495 $117M
RTX
Raytheon Technologies Corp

Industrials
701
New
$144.19 - $167.33 $101K - $117K
701 $117M
BSX
Boston Scientific Corp

Healthcare
1.19K
New
$97.03 - $108.14 $115K - $128K
1.19K $116M
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
Track This Portfolio

Track Jpl Wealth Management, LLC Portfolio

Follow Jpl Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jpl Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jpl Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email