Jpl Wealth Management, LLC Reduced Holdings in Q3 2025

Jpl Wealth Management, LLC

  • $421 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EOG
Eog Resources Inc

Energy
-28.8K
- 99.49%
$112.12 - $126.1 $3.23M - $3.63M
148 $16.6M
Thomson Reuters Corp
-452
- 1.51%
N/A
29.5K $4.58B
ARES
Ares Management Corp

Financial Services
-690
- 2.01%
$159.89 - $192.76 $110K - $133K
33.6K $5.37B
COST
Costco Wholesale Corp

Consumer Defensive
-112
- 1.6%
$915.95 - $994.57 $103K - $111K
6.89K $6.38B
DE
Deere & CO

Industrials
-68
- 0.84%
$457.26 - $524.37 $31.1K - $35.7K
8.05K $3.68B
NFLX
Netflix Inc

Communication Services
-27
- 1.64%
$1147.87 - $1297.18 $31K - $35K
1.62K $1.94B
META
Meta Platforms, Inc.

Communication Services
-244
- 14.16%
$695.21 - $791.73 $170K - $193K
1.48K $1.09B
TXN
Texas Instruments Inc

Technology
-552
- 17.56%
N/A
2.59K $476M
EPI
Wisdomtree Tr India Earnings F

ETFs
-230
- 0.95%
$43.79 - $47.63 $10.1K - $11K
24K $1.06B
AMZN
Amazon Com Inc

Consumer Cyclical
-256
- 0.95%
$211.65 - $238.24 $54.2K - $61K
26.8K $5.89B
Ishares Tr
-1.12K
- 6.03%
N/A
17.4K $430M
ETN
Eaton Corp PLC

Industrials
-161
- 6.57%
$342.99 - $392.76 $55.2K - $63.2K
2.29K $857M
MA
Mastercard Inc

Financial Services
-103
- 1.25%
$550.18 - $598.96 $56.7K - $61.7K
8.14K $4.63B
HYDB
Ishares Tr Edge High Yield Def

ETFs
-65
- 0.79%
$47.03 - $47.97 $3.06K - $3.12K
8.2K $392M
HEFA
Ishares Currency Hedged Msci E

ETFs
-423
- 4.08%
$37.2 - $39.61 $15.7K - $16.8K
9.96K $394M
VOT
Vanguard Mid Cap Growth Index

ETFs
-443
- 3.08%
$282.75 - $294.19 $125K - $130K
14K $4.1B
VTV
Vanguard Value ETF

ETFs
-26
- 2.12%
$175.51 - $186.57 $4.56K - $4.85K
1.2K $224M
VUG
Vanguard Growth ETF

ETFs
-36
- 4.22%
$433.97 - $484.08 $15.6K - $17.4K
818 $392M
LAMR
Lamar Advertising CO

Real Estate
-87
- 0.26%
$114.98 - $128.82 $10K - $11.2K
33.6K $4.11B
IWP
Ishares Russell Mid Cap Growth

ETFs
-476
- 1.71%
$137.51 - $145.26 $65.5K - $69.1K
27.4K $3.91B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-159
- 1.51%
$459.11 - $506.91 $73K - $80.6K
10.4K $5.23B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1.56K
- 0.88%
$26.38 - $27.95 $41.2K - $43.7K
176K $4.81B
SDOG
Alps Sector Dividend Dogs ETF

ETFs
-78
- 0.17%
$56.63 - $60.72 $4.42K - $4.74K
46.7K $2.82B
IEFA
Ishares Tr

ETFs
-664
- 1.17%
$81.7 - $87.53 $54.2K - $58.1K
56.3K $4.92B
WMT
Walmart Inc.

Consumer Defensive
-1.15K
- 2.13%
$94.4 - $104.27 $108K - $119K
52.6K $5.42B
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-743
- 1.64%
$80.54 - $89.67 $59.8K - $66.6K
44.6K $3.92B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-18
- 0.37%
$567.77 - $614.76 $10.2K - $11.1K
4.79K $2.94B
PWB
Invesco Exchange Traded Fd Tr

ETFs
-802
- 2.03%
$115.87 - $125.42 $92.9K - $101K
38.7K $4.86B
PLTR
Palantir Technologies Inc.

Technology
-667
- 8.25%
$130.68 - $186.97 $87.2K - $125K
7.42K $1.35B
MSFT
Microsoft Corp

Technology
-326
- 1.56%
$491.09 - $535.64 $160K - $175K
20.6K $10.7B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-2.41K
- 1.82%
$35.42 - $38.65 $85.4K - $93.1K
130K $4.94B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.48K
- 1.3%
$62.09 - $66.51 $91.8K - $98.4K
112K $7.33B
JPM
Jpmorgan Chase & CO

Financial Services
-382
- 2.4%
$282.78 - $316.06 $108K - $121K
15.5K $4.9B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-419
- 0.17%
$21.69 - $23.34 $9.09K - $9.78K
253K $5.89B
OEF
Ishares S&P 100 ETF

ETFs
-332
- 1.77%
N/A
18.5K $6.14B
SOXX
Ishares Semiconductor ETF

ETFs
-343
- 1.84%
$236.93 - $271.12 $81.3K - $93K
18.3K $4.95B
ING
Ing Groep Nv

Financial Services
-1.74K
- 1.27%
$22.0 - $26.08 $38.3K - $45.5K
136K $3.54B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-98
- 0.79%
$546.99 - $602.2 $53.6K - $59K
12.2K $7.35B
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-911
- 2.26%
$89.32 - $107.82 $81.4K - $98.2K
39.4K $4.24B
NVDA
Nvidia Corp

Technology
-691
- 2.57%
$153.3 - $186.58 $106K - $129K
26.2K $4.88B
VTI
Vanguard Total Stock Market Et

ETFs
-566
- 1.56%
$303.93 - $329.86 $172K - $187K
35.6K $11.7B
CAT
Caterpillar Inc

Industrials
-332
- 2.33%
$390.92 - $477.15 $130K - $158K
13.9K $6.63B
AVGO
Broadcom Inc.

Technology
-1.36K
- 2.86%
$264.74 - $369.57 $359K - $501K
46K $15.2B
AAPL
Apple Inc.

Technology
-1.05K
- 2.01%
$202.38 - $256.87 $212K - $269K
51K $13B
GOOGL
Alphabet Inc.

Communication Services
-1.43K
- 3.35%
$174.36 - $254.72 $249K - $364K
41.2K $10B
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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