Filer Name: JPL WEALTH MANAGEMENT, LLC
CIK: 2010710
Period: 2024-12-31
Filed At: 2025-02-10
Number of Holdings: 121
Portfolio Value: $0.35B

Jpl Wealth Management, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
UNH US UNITEDHEALTH GROUP INC 43,317 $22M 6.28% 690.3% -
AVGO US BROADCOM INC 58,102 $13M 3.86% 1159.5% -
AAPL US APPLE INC 51,474 $13M 3.69% 38.1% -
SCHO US SCHWAB SHORT-TERM US TREAS 515,478 $12M 3.55% 361.8% -
VTI US VANGUARD TOTAL STOCK MKT ETF 33,431 $10M 2.77% 117.5% -
MSFT US MICROSOFT CORP 19,748 $8M 2.38% 39.3% -
GOOGL US ALPHABET INC-CL A 41,910 $8M 2.27% 46.1% -
IGSB US ISHARES 1-5Y INV GRADE CORP 136,078 $7M 2.01% 79.5% -
IJH US ISHARES CORE S&P MIDCAP ETF 109,634 $7M 1.96% 45.4% -
COST US COSTCO WHOLESALE CORP 7,209 $7M 1.89% 30.7% -
CVX US CHEVRON CORP 41,694 $6M 1.73% 48.6% -
ARES US ARES MANAGEMENT CORP - A 33,843 $6M 1.72% 35.1% -
AMZN US AMAZON.COM INC 26,954 $6M 1.69% 30.2% -
QQQ US INVESCO QQQ TRUST SERIES 1 11,447 $6M 1.68% 44.7% -
WMT US WALMART INC 58,200 $5M 1.51% 29.2% -
CAT US CATERPILLAR INC 13,536 $5M 1.41% 30.7% -
OEF US ISHARES S&P 100 ETF 16,395 $5M 1.36% 443.4% -
DGRO US ISHARES CORE DIVIDEND GROWTH 76,601 $5M 1.35% 47.0% -
TRI US THOMSON REUTERS CORP 29,442 $5M 1.35% 29.9% -
ABBV US ABBVIE INC 25,953 $5M 1.32% 36.6% -
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