JPL Wealth Management
Latest statistics and disclosures from JPL Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHO, UNH, AVGO, AAPL, VTI, and represent 17.25% of JPL Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SPMO, MSTR, Ea Series Trust, UNH, SCHO, SPLG, WFC, DYNF, IEI, NEE.
- Started 1080 new stock positions in HPE, PDD, ONTO, MELI, MDT, NBIS, CMDB, KLAC, HLT, SSD.
- Reduced shares in these 10 stocks: EOG, AVGO, GOOGL, AAPL, VTI, META, MSFT, CAT, VOT, NVDA.
- JPL Wealth Management was a net buyer of stock by $30M.
- JPL Wealth Management has $421M in assets under management (AUM), dropping by 13.70%.
- Central Index Key (CIK): 0002010710
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Portfolio Holdings for JPL Wealth Management
JPL Wealth Management holds 1192 positions in its portfolio as reported in the September 2025 quarterly 13F filing
JPL Wealth Management has 1192 total positions. Only the first 250 positions are shown.
- Sign up to view all of the JPL Wealth Management Sept. 30, 2025 positions
- Download the JPL Wealth Management September 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 3.9 | $17M | +4% | 676k | 24.40 |
|
| UnitedHealth (UNH) | 3.9 | $16M | +7% | 47k | 345.30 |
|
| Broadcom (AVGO) | 3.6 | $15M | -2% | 46k | 329.91 |
|
| Apple (AAPL) | 3.1 | $13M | -2% | 51k | 254.63 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 2.8 | $12M | 36k | 328.17 |
|
|
| Microsoft Corporation (MSFT) | 2.5 | $11M | 21k | 517.96 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.4 | $10M | -3% | 41k | 243.10 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 1.9 | $8.1M | +2% | 153k | 53.03 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.7 | $7.3M | 12k | 600.39 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.7 | $7.3M | 112k | 65.26 |
|
|
| Chevron Corporation (CVX) | 1.6 | $6.8M | 44k | 155.29 |
|
|
| Caterpillar (CAT) | 1.6 | $6.6M | -2% | 14k | 477.17 |
|
| Abbvie (ABBV) | 1.6 | $6.6M | +2% | 28k | 231.54 |
|
| Costco Wholesale Corporation (COST) | 1.5 | $6.4M | 6.9k | 925.70 |
|
|
| Ishares Tr S&p 100 Etf (OEF) | 1.5 | $6.1M | 19k | 332.83 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 1.4 | $5.9M | 253k | 23.28 |
|
|
| Amazon (AMZN) | 1.4 | $5.9M | 27k | 219.57 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 1.3 | $5.6M | 82k | 68.08 |
|
|
| Wal-Mart Stores (WMT) | 1.3 | $5.4M | -2% | 53k | 103.06 |
|
| Ares Management Corporation Cl A Com Stk (ARES) | 1.3 | $5.4M | -2% | 34k | 159.89 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 1.3 | $5.4M | +4% | 45k | 119.51 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $5.2M | 10k | 502.73 |
|
|
| Ishares Tr Ishares Semicdtr (SOXX) | 1.2 | $5.0M | 18k | 271.12 |
|
|
| First Tr Exchange-traded Smid Risng Etf (SDVY) | 1.2 | $4.9M | 130k | 38.02 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.2 | $4.9M | 56k | 87.31 |
|
|
| JPMorgan Chase & Co. (JPM) | 1.2 | $4.9M | -2% | 16k | 315.44 |
|
| NVIDIA Corporation (NVDA) | 1.2 | $4.9M | -2% | 26k | 186.58 |
|
| Invesco Exchange Traded Fd T Large Cap Growth (PWB) | 1.2 | $4.9M | -2% | 39k | 125.42 |
|
| Exxon Mobil Corporation (XOM) | 1.1 | $4.8M | +2% | 43k | 112.75 |
|
| D.R. Horton (DHI) | 1.1 | $4.8M | 29k | 169.47 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.1 | $4.8M | 176k | 27.30 |
|
|
| Wisdomtree Tr Us Midcap Divid (DON) | 1.1 | $4.7M | 90k | 52.30 |
|
|
| Mastercard Incorporated Cl A (MA) | 1.1 | $4.6M | 8.1k | 568.81 |
|
|
| Thomson Reuters Corp. (TRI) | 1.1 | $4.6M | 30k | 155.33 |
|
|
| International Business Machines (IBM) | 1.1 | $4.4M | 16k | 282.15 |
|
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 1.0 | $4.3M | +3% | 119k | 36.35 |
|
| O'reilly Automotive (ORLY) | 1.0 | $4.2M | -2% | 39k | 107.81 |
|
| Ea Series Trust Us Quan Momentum (QMOM) | 1.0 | $4.2M | +4% | 66k | 64.44 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 1.0 | $4.2M | NEW | 35k | 121.06 |
|
| Lamar Advertising Cl A (LAMR) | 1.0 | $4.1M | 34k | 122.42 |
|
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 1.0 | $4.1M | -3% | 14k | 293.79 |
|
| Gilead Sciences (GILD) | 0.9 | $4.0M | 36k | 111.00 |
|
|
| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.9 | $3.9M | 45k | 87.84 |
|
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.9 | $3.9M | 27k | 142.41 |
|
|
| Southern Company (SO) | 0.9 | $3.8M | 40k | 94.77 |
|
|
| Deere & Company (DE) | 0.9 | $3.7M | 8.1k | 457.28 |
|
|
| Northrop Grumman Corporation (NOC) | 0.9 | $3.7M | 6.0k | 609.32 |
|
|
| Ing Groep Nv Sponsored Adr (ING) | 0.8 | $3.5M | 136k | 26.08 |
|
|
| Digital Realty Trust (DLR) | 0.8 | $3.5M | 21k | 172.88 |
|
|
| Roper Industries (ROP) | 0.8 | $3.5M | 7.1k | 498.69 |
|
|
| Equitable Holdings (EQH) | 0.8 | $3.5M | 70k | 50.78 |
|
|
| Home Depot (HD) | 0.8 | $3.5M | +3% | 8.7k | 405.21 |
|
| Paychex (PAYX) | 0.8 | $3.5M | 28k | 126.76 |
|
|
| Unilever Spon Adr New (UL) | 0.8 | $3.5M | 59k | 59.28 |
|
|
| Emerson Electric (EMR) | 0.8 | $3.3M | 25k | 131.18 |
|
|
| Pepsi (PEP) | 0.8 | $3.3M | +2% | 23k | 140.44 |
|
| Fidelity National Financial Com Shs (FNF) | 0.8 | $3.3M | 54k | 60.49 |
|
|
| Strategy Cl A New (MSTR) | 0.7 | $3.0M | NEW | 9.4k | 322.21 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.7 | $2.9M | 4.8k | 612.34 |
|
|
| Morgan Stanley Com New (MS) | 0.7 | $2.9M | 18k | 158.96 |
|
|
| Amgen (AMGN) | 0.7 | $2.9M | 10k | 282.20 |
|
|
| Alps Etf Tr Sectr Div Dogs (SDOG) | 0.7 | $2.8M | 47k | 60.23 |
|
|
| Blue Owl Capital Com Cl A (OWL) | 0.7 | $2.8M | 163k | 16.93 |
|
|
| Public Service Enterprise (PEG) | 0.6 | $2.7M | 33k | 83.46 |
|
|
| Sanofi Sa Sponsored Adr (SNY) | 0.6 | $2.5M | +2% | 53k | 47.20 |
|
| S&p Global (SPGI) | 0.6 | $2.4M | +2% | 5.0k | 486.74 |
|
| Waters Corporation (WAT) | 0.6 | $2.4M | 8.0k | 299.81 |
|
|
| Union Pacific Corporation (UNP) | 0.6 | $2.4M | 10k | 236.37 |
|
|
| Spdr Series Trust Portfolio Intrmd (SPIB) | 0.5 | $2.3M | +8% | 67k | 33.89 |
|
| Adobe Systems Incorporated (ADBE) | 0.5 | $2.2M | 6.2k | 352.74 |
|
|
| Netflix (NFLX) | 0.5 | $1.9M | 1.6k | 1198.95 |
|
|
| Ea Series Trust Alpha Architect | 0.5 | $1.9M | NEW | 35k | 53.99 |
|
| Public Storage (PSA) | 0.4 | $1.8M | 6.1k | 288.87 |
|
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.4 | $1.7M | +3% | 75k | 23.12 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $1.7M | 2.5k | 666.17 |
|
|
| Oracle Corporation (ORCL) | 0.3 | $1.4M | +6% | 4.8k | 281.24 |
|
| Palantir Technologies Cl A (PLTR) | 0.3 | $1.4M | -8% | 7.4k | 182.42 |
|
| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.3 | $1.2M | +12% | 60k | 20.57 |
|
| Meta Platforms Cl A (META) | 0.3 | $1.1M | -14% | 1.5k | 733.84 |
|
| Wisdomtree Tr India Erngs Fd (EPI) | 0.3 | $1.1M | 24k | 44.20 |
|
|
| Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) | 0.2 | $988k | +18% | 58k | 16.90 |
|
| Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW) | 0.2 | $948k | +17% | 45k | 20.88 |
|
| Eaton Corp SHS (ETN) | 0.2 | $857k | -6% | 2.3k | 374.25 |
|
| Spdr Series Trust Port Mtg Bk Etf (SPMB) | 0.2 | $797k | 36k | 22.44 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $767k | 2.1k | 365.48 |
|
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.2 | $735k | +4% | 14k | 54.09 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $661k | +45% | 2.7k | 243.56 |
|
| Spdr Series Trust Portfolio S&p500 (SPLG) | 0.1 | $625k | NEW | 8.0k | 78.34 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $611k | 1.3k | 468.41 |
|
|
| Eli Lilly & Co. (LLY) | 0.1 | $608k | -4% | 797.00 | 763.34 |
|
| Tesla Motors (TSLA) | 0.1 | $606k | +47% | 1.4k | 445.15 |
|
| Visa Com Cl A (V) | 0.1 | $584k | +24% | 1.7k | 341.46 |
|
| Broadstone Net Lease (BNL) | 0.1 | $578k | 32k | 17.87 |
|
|
| Fortinet (FTNT) | 0.1 | $572k | +5% | 6.8k | 84.08 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $476k | -17% | 2.6k | 183.73 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $466k | 3.9k | 120.50 |
|
|
| Marriott Intl Cl A (MAR) | 0.1 | $452k | +4% | 1.7k | 260.44 |
|
| Ishares Tr Ibonds Dec 2033 (IBTO) | 0.1 | $430k | -6% | 17k | 24.65 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $400k | 598.00 | 669.10 |
|
|
| Ishares Tr Hdg Msci Eafe (HEFA) | 0.1 | $394k | -4% | 10k | 39.61 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $392k | -4% | 818.00 | 479.51 |
|
| Ishares Tr High Yld Systm B (HYDB) | 0.1 | $392k | 8.2k | 47.84 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $371k | 13k | 27.90 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $370k | 4.0k | 93.37 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $329k | 5.0k | 65.92 |
|
|
| Xcel Energy (XEL) | 0.1 | $304k | +13% | 3.8k | 80.65 |
|
| Pfizer (PFE) | 0.1 | $292k | 12k | 25.48 |
|
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $266k | 2.1k | 129.72 |
|
|
| First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) | 0.1 | $260k | 4.2k | 61.92 |
|
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $260k | 1.5k | 174.58 |
|
|
| Merck & Co (MRK) | 0.1 | $252k | +10% | 3.0k | 83.93 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $252k | +8% | 1.3k | 194.50 |
|
| Wells Fargo & Company (WFC) | 0.1 | $251k | NEW | 3.0k | 83.84 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.1 | $245k | NEW | 4.1k | 59.20 |
|
| Axon Enterprise (AXON) | 0.1 | $238k | +9% | 331.00 | 717.64 |
|
| Nextera Energy (NEE) | 0.1 | $233k | NEW | 3.1k | 75.51 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $224k | -2% | 1.2k | 186.46 |
|
| Ge Aerospace Com New (GE) | 0.1 | $222k | NEW | 737.00 | 300.82 |
|
| Cisco Systems (CSCO) | 0.1 | $219k | NEW | 3.2k | 68.42 |
|
| Procter & Gamble Company (PG) | 0.0 | $210k | NEW | 1.4k | 153.67 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $209k | NEW | 748.00 | 279.29 |
|
| American Express Company (AXP) | 0.0 | $206k | NEW | 619.00 | 332.34 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $197k | NEW | 2.7k | 73.48 |
|
| Intuit (INTU) | 0.0 | $196k | NEW | 287.00 | 683.28 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $189k | NEW | 378.00 | 499.21 |
|
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.0 | $186k | NEW | 2.8k | 67.26 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $184k | NEW | 893.00 | 206.51 |
|
| Howmet Aerospace (HWM) | 0.0 | $182k | NEW | 928.00 | 196.34 |
|
| Ea Series Trust Us Quan Value (QVAL) | 0.0 | $181k | NEW | 3.9k | 46.65 |
|
| Stryker Corporation (SYK) | 0.0 | $176k | NEW | 476.00 | 369.43 |
|
| At&t (T) | 0.0 | $174k | NEW | 6.2k | 28.24 |
|
| Coca-Cola Company (KO) | 0.0 | $174k | NEW | 2.6k | 66.32 |
|
| Philip Morris International (PM) | 0.0 | $170k | NEW | 1.0k | 162.20 |
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.0 | $167k | NEW | 2.3k | 72.44 |
|
| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.0 | $164k | NEW | 8.3k | 19.71 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $164k | NEW | 3.7k | 44.69 |
|
| Enbridge (ENB) | 0.0 | $160k | NEW | 3.2k | 50.46 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $156k | NEW | 766.00 | 203.59 |
|
| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.0 | $152k | NEW | 7.3k | 20.69 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $151k | NEW | 2.3k | 65.00 |
|
| Ishares Tr Ibonds Dec 2032 (IBTM) | 0.0 | $150k | NEW | 6.5k | 23.13 |
|
| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.0 | $150k | NEW | 7.7k | 19.56 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $147k | NEW | 1.1k | 138.24 |
|
| ConocoPhillips (COP) | 0.0 | $145k | NEW | 1.5k | 94.57 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $145k | NEW | 5.5k | 26.34 |
|
| Servicenow (NOW) | 0.0 | $138k | NEW | 149.00 | 925.69 |
|
| Ge Vernova (GEV) | 0.0 | $137k | NEW | 223.00 | 614.90 |
|
| Global X Fds Artificial Etf (AIQ) | 0.0 | $137k | NEW | 2.8k | 49.39 |
|
| McDonald's Corporation (MCD) | 0.0 | $136k | NEW | 448.00 | 303.81 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $136k | NEW | 440.00 | 307.86 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $135k | NEW | 1.1k | 123.75 |
|
| Johnson & Johnson (JNJ) | 0.0 | $133k | NEW | 716.00 | 185.42 |
|
| Williams Companies (WMB) | 0.0 | $129k | NEW | 2.0k | 63.35 |
|
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $127k | NEW | 455.00 | 279.84 |
|
| Cheniere Energy Partners Com Unit (CQP) | 0.0 | $126k | NEW | 2.3k | 53.82 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $124k | NEW | 500.00 | 247.21 |
|
| AFLAC Incorporated (AFL) | 0.0 | $122k | NEW | 1.1k | 111.70 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $117k | NEW | 701.00 | 167.44 |
|
| salesforce (CRM) | 0.0 | $117k | NEW | 495.00 | 237.10 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $116k | NEW | 1.2k | 97.60 |
|
| Aon Shs Cl A (AON) | 0.0 | $115k | NEW | 323.00 | 356.58 |
|
| Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 0.0 | $115k | NEW | 1.8k | 62.22 |
|
| Uber Technologies (UBER) | 0.0 | $111k | NEW | 1.1k | 97.97 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $109k | NEW | 920.00 | 118.79 |
|
| Blackrock (BLK) | 0.0 | $105k | NEW | 90.00 | 1170.29 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $104k | NEW | 864.00 | 120.72 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $104k | NEW | 539.00 | 193.03 |
|
| Grand Canyon Education (LOPE) | 0.0 | $103k | NEW | 470.00 | 219.52 |
|
| Applovin Corp Com Cl A (APP) | 0.0 | $103k | NEW | 143.00 | 718.56 |
|
| Constellation Energy (CEG) | 0.0 | $102k | NEW | 309.00 | 329.07 |
|
| Metropcs Communications (TMUS) | 0.0 | $102k | NEW | 427.00 | 238.07 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $99k | NEW | 318.00 | 309.74 |
|
| Booking Holdings (BKNG) | 0.0 | $98k | NEW | 17.00 | 5739.50 |
|
| Travelers Companies (TRV) | 0.0 | $97k | NEW | 347.00 | 279.22 |
|
| Linde SHS (LIN) | 0.0 | $97k | NEW | 204.00 | 473.61 |
|
| Ea Series Trust Freedom 100 Em (FRDM) | 0.0 | $96k | NEW | 2.2k | 44.31 |
|
| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 0.0 | $92k | NEW | 811.00 | 113.62 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $92k | NEW | 1.2k | 75.37 |
|
| Qualcomm (QCOM) | 0.0 | $91k | NEW | 549.00 | 166.24 |
|
| Bank of America Corporation (BAC) | 0.0 | $90k | NEW | 1.7k | 51.59 |
|
| Verizon Communications (VZ) | 0.0 | $89k | NEW | 2.0k | 43.85 |
|
| Intercontinental Exchange (ICE) | 0.0 | $88k | NEW | 524.00 | 168.48 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $88k | NEW | 1.5k | 59.92 |
|
| Ishares Tr Ibonds Dec 2031 (IBTL) | 0.0 | $87k | NEW | 4.2k | 20.57 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $86k | NEW | 602.00 | 143.33 |
|
| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.0 | $86k | NEW | 1.8k | 46.42 |
|
| Abbott Laboratories (ABT) | 0.0 | $85k | NEW | 632.00 | 133.95 |
|
| Capital One Financial (COF) | 0.0 | $84k | NEW | 397.00 | 212.59 |
|
| Altria (MO) | 0.0 | $84k | NEW | 1.3k | 66.06 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $84k | NEW | 401.00 | 208.71 |
|
| Advanced Micro Devices (AMD) | 0.0 | $84k | NEW | 516.00 | 161.73 |
|
| TJX Companies (TJX) | 0.0 | $83k | NEW | 573.00 | 144.54 |
|
| Lowe's Companies (LOW) | 0.0 | $82k | NEW | 327.00 | 251.32 |
|
| Ishares Tr Ibond Dec 2030 (IBTK) | 0.0 | $82k | NEW | 4.1k | 19.88 |
|
| Ameriprise Financial (AMP) | 0.0 | $82k | NEW | 166.00 | 491.25 |
|
| Cigna Corp (CI) | 0.0 | $80k | NEW | 277.00 | 288.26 |
|
| Progressive Corporation (PGR) | 0.0 | $77k | NEW | 313.00 | 246.95 |
|
| Micron Technology (MU) | 0.0 | $77k | NEW | 461.00 | 167.15 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.0 | $76k | NEW | 1.6k | 46.12 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $76k | NEW | 959.00 | 78.91 |
|
| Northern Trust Corporation (NTRS) | 0.0 | $75k | NEW | 560.00 | 134.60 |
|
| Super Micro Computer Com New (SMCI) | 0.0 | $75k | NEW | 1.6k | 47.94 |
|
| MercadoLibre (MELI) | 0.0 | $75k | NEW | 32.00 | 2337.00 |
|
| Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) | 0.0 | $75k | NEW | 3.5k | 21.07 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $74k | NEW | 1.3k | 58.21 |
|
| Quest Diagnostics Incorporated (DGX) | 0.0 | $74k | NEW | 387.00 | 190.58 |
|
| Analog Devices (ADI) | 0.0 | $74k | NEW | 299.00 | 245.70 |
|
| ResMed (RMD) | 0.0 | $73k | NEW | 268.00 | 273.74 |
|
| Wec Energy Group (WEC) | 0.0 | $72k | NEW | 628.00 | 114.59 |
|
| Cleveland-cliffs (CLF) | 0.0 | $72k | NEW | 5.9k | 12.20 |
|
| United Rentals (URI) | 0.0 | $72k | NEW | 75.00 | 954.67 |
|
| Spdr Series Trust S&p Divid Etf (SDY) | 0.0 | $70k | NEW | 500.00 | 140.05 |
|
| Amphenol Corp Cl A (APH) | 0.0 | $69k | NEW | 555.00 | 123.75 |
|
| IDEXX Laboratories (IDXX) | 0.0 | $68k | NEW | 106.00 | 638.90 |
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $67k | NEW | 2.7k | 24.56 |
|
| Boeing Company (BA) | 0.0 | $66k | NEW | 307.00 | 215.91 |
|
| Phillips 66 (PSX) | 0.0 | $66k | NEW | 485.00 | 136.02 |
|
| Cheniere Energy Com New (LNG) | 0.0 | $65k | NEW | 277.00 | 234.45 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $65k | NEW | 726.00 | 89.34 |
|
| AutoZone (AZO) | 0.0 | $64k | NEW | 15.00 | 4290.27 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $64k | NEW | 1.4k | 45.72 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $64k | NEW | 1.1k | 55.49 |
|
| Veeva Sys Cl A Com (VEEV) | 0.0 | $63k | NEW | 212.00 | 297.92 |
|
| Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) | 0.0 | $63k | NEW | 3.4k | 18.81 |
|
| Cintas Corporation (CTAS) | 0.0 | $63k | NEW | 305.00 | 205.26 |
|
| TransDigm Group Incorporated (TDG) | 0.0 | $62k | NEW | 47.00 | 1318.04 |
|
| Kkr & Co (KKR) | 0.0 | $62k | NEW | 477.00 | 129.32 |
|
| Key (KEY) | 0.0 | $61k | NEW | 3.3k | 18.70 |
|
| Wisdomtree Tr Us Smallcap Divd (DES) | 0.0 | $60k | NEW | 1.8k | 33.68 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $60k | NEW | 335.00 | 178.70 |
|
| Applied Materials (AMAT) | 0.0 | $60k | NEW | 291.00 | 205.41 |
|
| Arista Networks Com Shs (ANET) | 0.0 | $59k | NEW | 404.00 | 145.71 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $59k | NEW | 1.8k | 31.91 |
|
| Cme (CME) | 0.0 | $58k | NEW | 214.00 | 270.91 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $58k | NEW | 235.00 | 246.60 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $58k | NEW | 604.00 | 95.53 |
|
| Unum (UNM) | 0.0 | $57k | NEW | 728.00 | 77.80 |
|
| Iron Mountain (IRM) | 0.0 | $57k | NEW | 554.00 | 101.94 |
|
| Automatic Data Processing (ADP) | 0.0 | $56k | NEW | 192.00 | 293.50 |
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $56k | NEW | 217.00 | 259.44 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $55k | NEW | 73.00 | 758.18 |
|
| Insulet Corporation (PODD) | 0.0 | $54k | NEW | 175.00 | 308.74 |
|
| Moody's Corporation (MCO) | 0.0 | $53k | NEW | 111.00 | 478.62 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $53k | NEW | 486.00 | 108.96 |
|
| Ligand Pharmaceuticals Com New (LGND) | 0.0 | $52k | NEW | 296.00 | 177.14 |
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $52k | NEW | 1.1k | 47.33 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $52k | NEW | 106.00 | 490.42 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $51k | NEW | 128.00 | 396.65 |
|
| Citigroup Com New (C) | 0.0 | $50k | NEW | 497.00 | 101.15 |
|
| Goldman Sachs (GS) | 0.0 | $50k | NEW | 63.00 | 796.42 |
|
Past Filings by JPL Wealth Management
SEC 13F filings are viewable for JPL Wealth Management going back to 2023
- JPL Wealth Management 2025 Q3 filed Nov. 14, 2025
- JPL Wealth Management 2025 Q2 filed Aug. 14, 2025
- JPL Wealth Management 2025 Q1 restated filed May 13, 2025
- JPL Wealth Management 2025 Q1 filed May 6, 2025
- JPL Wealth Management 2024 Q4 filed Feb. 10, 2025
- JPL Wealth Management 2024 Q2 filed Aug. 1, 2024
- JPL Wealth Management 2024 Q1 filed May 10, 2024
- JPL Wealth Management 2023 Q4 filed Feb. 9, 2024