Jpl Wealth Management, LLC Portfolio Holdings
Jpl Wealth Management, LLC
- $349 Billion
- Q4 2024
Jpl Wealth Management, LLC has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $349 Billion distributed in 140 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Unitedhealth Group Inc with a value of $21.9B, Broadcom Inc. with a value of $13.5B, Apple Inc. with a value of $12.9B, Schwab Short Term Us Treasury with a value of $12.4B, and Vanguard Total Stock Market Et with a value of $9.69B.
Examining the 13F form we can see an increase of $145B in the current position value, from $204B to 349B.
Jpl Wealth Management, LLC is based out at Highlands Ranch, CO
Below you can find more details about Jpl Wealth Management, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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