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CIK: 0002010710
Total reported value
$503.8M
$503.8M
121 檔
14.0%
At the close of Q4 2024, JPL Wealth Management, LLC disclosed equity holdings valued at approximately $503.8M, spread across 121 reported holdings.
During Q4 2024, JPL Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 6.28% | +0.81% | +690.31% | |
| 2 | AVGO | Broadcom Inc | Stock-Tech | 3.86% | +0.01% | +1159.53% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.69% | -0.06% | +38.08% | |
| 4 | SCHO | Schwab Short-term US Treas | ETF-Other | 3.55% | -0.67% | +361.84% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.77% | +0.03% | +117.45% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.38% | -0.22% | +39.30% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.27% | +0.12% | +46.15% | |
| 8 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 2.01% | -0.37% | +79.48% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.96% | -0.05% | +45.39% | |
| 10 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.89% | -0.30% | +30.74% | |
| 11 | CVX | Chevron CORP | Stock-Energy | 1.73% | -0.66% | +48.64% | |
| 12 | ARES | Ares Management CORP - A | Stock-Financials | 1.72% | -0.11% | +35.10% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.69% | -0.01% | +30.24% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.68% | +0.13% | +44.70% | |
| 15 | WMT | Walmart Inc | Stock-Consumer Staples | 1.51% | -0.32% | +29.18% | |
| 16 | CAT | Caterpillar Inc | Stock-Industrials | 1.41% | +0.48% | +30.67% | |
| 17 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.36% | — | +443.42% | |
| 18 | TRI4EUR | Thomson Reuters CORP | Stock-Other | 1.35% | -0.04% | EXIT | |
| 19 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.35% | -0.14% | +46.95% | |
| 20 | ABBV | Abbvie Inc | Stock-Healthcare | 1.32% | -0.07% | +36.60% | |
| 21 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.31% | -0.09% | — | |
| 22 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.29% | — | +675.17% | |
| 23 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.24% | -0.08% | +179.31% | |
| 24 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 1.23% | -0.11% | +38.82% | |
| 25 | MA | Mastercard Inc - A | Stock-Financials | 1.21% | -0.67% | +27.27% | |
| 26 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.18% | -0.18% | +142.27% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.17% | -0.11% | +74.92% | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 1.16% | -0.54% | +47.93% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.15% | -0.04% | +41.05% | |
| 30 | PWB | Invesco Large Cap Growth ETF | ETF-Large Cap & Growth | 1.14% | +0.14% | +41.34% | |
| 31 | LAMR | Lamar Advertising Co-a | Stock-Real Estate | 1.10% | +0.05% | +29.92% | |
| 32 | ACN | Accenture plc | Stock-Tech | 1.06% | — | +51.29% | |
| 33 | PAYX | Paychex Inc | Stock-Tech | 1.05% | — | +42.05% | |
| 34 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.05% | -0.06% | +127.91% | |
| 35 | TXN | Texas Instruments Inc | Stock-Tech | 1.05% | +0.04% | +34.79% | |
| 36 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.03% | — | +51.39% | |
| 37 | SOXX | Ishares Semiconductor ETF | ETF-Other | 1.01% | +0.48% | +47.04% | |
| 38 | DHI | Dr Horton Inc | Stock-Consumer Disc | 1.01% | — | +61.88% | |
| 39 | DE | Deere & Co | Stock-Industrials | 1.00% | -0.05% | +47.30% | |
| 40 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.99% | -0.12% | +31.92% | |
| 41 | ROP | Roper Technologies Inc | Stock-Tech | 0.98% | — | +57.13% | |
| 42 | GIS | General Mills Inc | Stock-Consumer Staples | 0.97% | — | +38.21% | |
| 43 | NVDA | Nvidia CORP | Stock-Tech | 0.97% | +0.01% | +11.11% | |
| 44 | IBM | Intl Business Machines CORP | Stock-Tech | 0.96% | -0.02% | +39.17% | |
| 45 | EOG | Eog Resources Inc | Stock-Energy | 0.95% | -0.01% | +69.73% | |
| 46 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.95% | -0.07% | +362.30% | |
| 47 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.92% | -0.26% | +37.35% | |
| 48 | HD | Home Depot Inc | Stock-Consumer Disc | 0.91% | -0.06% | +30.30% | |
| 49 | UL | Unilever PLC | Stock-Consumer Staples | 0.91% | — | +34.81% | |
| 50 | SO | Southern Co/the | Stock-Utilities | 0.90% | -0.14% | +33.18% |
According to official SEC Form 13F filings, JPL Wealth Management, LLC reported a total U.S. public equity portfolio value of $503.8M across 121 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including UNH, AVGO, AAPL) accounted for 14.0% of total reported equity market value during Q4 2024.
During Q4 2024, JPL Wealth Management, LLC's top holdings by market value included UNH (6.3%)、AVGO (3.9%)、AAPL (3.7%). The largest single position, UNH, represented 6.3% of total portfolio value.
In Q4 2024, JPL Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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