JPL Wealth Management, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
JW JPL Wealth Management, LLC | Institutional Filer | ▲ 5.91% | $434.7M | 1554 |
Current Portfolio Holdings
Showing top 1000 reported positions by value (Total positions in database: 1554)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SCHO | SCHWAB STRATEGIC TR | — | 650K | $15.8M | 3.63% |
| 2 | SPYM | SPDR SERIES TRUST | — | 181K | $13.9M | 3.19% |
| 3 | AAPL | Apple Inc. | Technology | 49K | $12.4M | 2.85% |
| 4 | AVGO | Broadcom Inc. | Technology | 39K | $12.1M | 2.79% |
| 5 | DYNF | BLACKROCK ETF TRUST | — | 208K | $12.1M | 2.79% |
| 6 | CAOS | EA SERIES TRUST | — | 131K | $11.9M | 2.74% |
| 7 | GOOGL | Alphabet Inc. | Technology | 38K | $10.8M | 2.49% |
| 8 | AAEQ | EA SERIES TRUST | — | 229K | $10.7M | 2.45% |
| 9 | UNH | UnitedHealth Group Incorporated | Healthcare | 39K | $10.5M | 2.41% |
| 10 | VTI | VANGUARD INDEX FDS | — | 29K | $9.3M | 2.14% |
| 11 | IGSB | ISHARES TR | — | 171K | $9.0M | 2.06% |
| 12 | CVX | Chevron Corporation | Energy | 43K | $8.8M | 2.03% |
| 13 | CAT | Caterpillar Inc. | Industrials | 12K | $8.8M | 2.02% |
| 14 | SPMO | INVESCO EXCH TRADED FD TR II | — | 67K | $7.5M | 1.73% |
| 15 | DFAI | DIMENSIONAL ETF TRUST | — | 190K | $7.4M | 1.70% |
Showing 1 to 15 of 1000 holdings