JPL Wealth Management
Latest statistics and disclosures from JPL Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHO, SPYM, AAPL, AVGO, DYNF, and represent 15.26% of JPL Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SPYM (+$6.6M), DYNF, QVAL, CAOS, AAUA, SPMO, FRDM, SCHO, DFAI, IEI.
- Started 1441 new stock positions in FIGS, OMC, MANH, MCO, NWN, ANET, INBK, RIG, PDD, ANNX.
- Reduced shares in these 10 stocks: VOT, TRI, PAYX, ROP, UNH, AVGO, , GOOGL, CAT, WMT.
- Sold out of its position in EPI.
- JPL Wealth Management was a net buyer of stock by $34M.
- JPL Wealth Management has $435M in assets under management (AUM), dropping by 5.91%.
- Central Index Key (CIK): 0002010710
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Portfolio Holdings for JPL Wealth Management
JPL Wealth Management holds 1554 positions in its portfolio as reported in the March 2026 quarterly 13F filing
JPL Wealth Management has 1554 total positions. Only the first 250 positions are shown.
- Sign up to view all of the JPL Wealth Management March 31, 2026 positions
- Download the JPL Wealth Management March 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 3.6 | $16M | +6% | 650k | 24.27 |
|
| Spdr Series Trust State Street Spd (SPYM) | 3.2 | $14M | +89% | 181k | 76.54 |
|
| Apple (AAPL) | 2.9 | $12M | 49k | 253.79 |
|
|
| Broadcom (AVGO) | 2.8 | $12M | -6% | 39k | 309.51 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 2.8 | $12M | +38% | 208k | 58.18 |
|
| Ea Series Trust Alpha Architect (CAOS) | 2.7 | $12M | +22% | 131k | 90.76 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.5 | $11M | -3% | 38k | 287.56 |
|
| Ea Series Trust Alpha Architect (AAEQ) | 2.5 | $11M | 229k | 46.52 |
|
|
| UnitedHealth (UNH) | 2.4 | $11M | -13% | 39k | 270.59 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 2.1 | $9.3M | 29k | 320.81 |
|
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 2.1 | $9.0M | +5% | 171k | 52.56 |
|
| Chevron Corporation (CVX) | 2.0 | $8.8M | 43k | 206.90 |
|
|
| Caterpillar (CAT) | 2.0 | $8.8M | -3% | 12k | 708.48 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 1.7 | $7.5M | +24% | 67k | 112.11 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 1.7 | $7.4M | +13% | 190k | 38.96 |
|
| Exxon Mobil Corporation (XOM) | 1.7 | $7.2M | +2% | 43k | 169.66 |
|
| Microsoft Corporation (MSFT) | 1.6 | $7.2M | 19k | 370.17 |
|
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 1.6 | $7.1M | +13% | 60k | 118.60 |
|
| Ea Series Trust Us Quan Momentum (QMOM) | 1.6 | $6.9M | +12% | 101k | 68.31 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.5 | $6.5M | 11k | 577.19 |
|
|
| Costco Wholesale Corporation (COST) | 1.5 | $6.5M | 6.5k | 996.46 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.5 | $6.4M | -3% | 94k | 67.53 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 1.4 | $6.1M | 248k | 24.75 |
|
|
| Wal-Mart Stores (WMT) | 1.4 | $6.1M | -3% | 49k | 124.28 |
|
| Abbvie (ABBV) | 1.3 | $5.8M | 27k | 217.49 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 1.3 | $5.6M | 79k | 70.18 |
|
|
| Amazon (AMZN) | 1.3 | $5.5M | 26k | 208.27 |
|
|
| Ishares Tr Ishares Semicdtr (SOXX) | 1.2 | $5.4M | -4% | 16k | 328.65 |
|
| First Tr Exchange Traded Smid Risng Etf (SDVY) | 1.1 | $4.8M | -2% | 122k | 39.43 |
|
| Gilead Sciences (GILD) | 1.1 | $4.7M | 34k | 139.37 |
|
|
| Wisdomtree Tr Us Midcap Divid (DON) | 1.1 | $4.7M | 89k | 52.54 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $4.7M | 9.8k | 479.19 |
|
|
| NVIDIA Corporation (NVDA) | 1.1 | $4.6M | 26k | 174.40 |
|
|
| Ea Series Trust Us Quan Value (QVAL) | 1.1 | $4.6M | +170% | 88k | 52.14 |
|
| Invesco Exchange Traded Fd T Large Cap Growth (PWB) | 1.0 | $4.5M | 35k | 125.93 |
|
|
| JPMorgan Chase & Co. (JPM) | 1.0 | $4.3M | -2% | 15k | 294.16 |
|
| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 1.0 | $4.3M | 44k | 97.73 |
|
|
| Deere & Company (DE) | 1.0 | $4.3M | -2% | 7.6k | 563.27 |
|
| Lamar Advertising Cl A (LAMR) | 1.0 | $4.2M | 33k | 126.66 |
|
|
| Ishares Tr S&p 100 Etf (OEF) | 0.9 | $3.9M | -2% | 12k | 318.06 |
|
| Mastercard Incorporated Cl A (MA) | 0.9 | $3.9M | +3% | 7.8k | 499.64 |
|
| Northrop Grumman Corporation (NOC) | 0.9 | $3.9M | 5.7k | 682.18 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.9 | $3.8M | -3% | 42k | 90.53 |
|
| D.R. Horton (DHI) | 0.9 | $3.7M | 27k | 137.22 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.8 | $3.6M | 19k | 191.81 |
|
|
| Southern Company (SO) | 0.8 | $3.6M | 38k | 96.52 |
|
|
| International Business Machines (IBM) | 0.8 | $3.6M | 15k | 242.39 |
|
|
| Digital Realty Trust (DLR) | 0.8 | $3.5M | 19k | 180.21 |
|
|
| O'reilly Automotive (ORLY) | 0.8 | $3.5M | 38k | 92.31 |
|
|
| Amgen (AMGN) | 0.8 | $3.4M | 9.7k | 351.84 |
|
|
| Ing Groep Sponsored Adr (ING) | 0.8 | $3.4M | -2% | 131k | 26.05 |
|
| Pepsi (PEP) | 0.8 | $3.3M | 22k | 155.29 |
|
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.8 | $3.3M | -2% | 30k | 109.10 |
|
| Emerson Electric (EMR) | 0.7 | $3.2M | 24k | 131.02 |
|
|
| Alps Etf Tr Sectr Div Dogs (SDOG) | 0.7 | $3.0M | 46k | 65.04 |
|
|
| Morgan Stanley Com New (MS) | 0.7 | $2.9M | 18k | 164.57 |
|
|
| Unilever Spon Adr New (UL) | 0.7 | $2.8M | 50k | 56.97 |
|
|
| Home Depot (HD) | 0.6 | $2.7M | +2% | 8.3k | 328.87 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.6 | $2.7M | -2% | 21k | 128.12 |
|
| Spdr Series Trust State Street Spd (SPIB) | 0.6 | $2.7M | +10% | 80k | 33.54 |
|
| Public Service Enterprise (PEG) | 0.6 | $2.5M | 31k | 80.95 |
|
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.6 | $2.4M | +50% | 105k | 22.91 |
|
| Fidelity Natl Finl Com Shs (FNF) | 0.5 | $2.3M | -2% | 50k | 46.38 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $2.3M | 3.8k | 597.62 |
|
|
| Waters Corporation (WAT) | 0.5 | $2.2M | -2% | 7.5k | 297.80 |
|
| Ea Series Trust Freedom 100 Em (FRDM) | 0.5 | $2.1M | +92% | 39k | 54.65 |
|
| Equitable Holdings (EQH) | 0.4 | $1.9M | -3% | 53k | 37.11 |
|
| S&p Global (SPGI) | 0.4 | $1.9M | 4.5k | 425.32 |
|
|
| Ea Series Trust Alpha Architect (AAUS) | 0.4 | $1.9M | 35k | 52.38 |
|
|
| Ea Series Trust Alpha Architect (AAUA) | 0.4 | $1.8M | NEW | 36k | 48.94 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.4 | $1.7M | +67% | 32k | 53.22 |
|
| Netflix (NFLX) | 0.3 | $1.5M | +13% | 16k | 96.15 |
|
| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.3 | $1.5M | +2% | 72k | 20.42 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.3 | $1.4M | 2.1k | 650.33 |
|
|
| Public Storage (PSA) | 0.3 | $1.3M | 4.8k | 270.89 |
|
|
| Spdr Series Trust State Street Spd (SPMB) | 0.3 | $1.3M | +48% | 57k | 22.39 |
|
| Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) | 0.3 | $1.2M | +3% | 73k | 16.72 |
|
| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.3 | $1.2M | +45% | 10k | 116.29 |
|
| Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW) | 0.3 | $1.2M | +3% | 58k | 20.59 |
|
| Palantir Technologies Cl A (PLTR) | 0.3 | $1.2M | +21% | 8.0k | 146.28 |
|
| Meta Platforms Cl A (META) | 0.2 | $845k | +4% | 1.5k | 571.81 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $818k | +14% | 2.9k | 286.90 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $690k | -3% | 751.00 | 919.20 |
|
| Oracle Corporation (ORCL) | 0.2 | $655k | +3% | 4.5k | 147.11 |
|
| Marriott Intl Cl A (MAR) | 0.1 | $650k | +22% | 2.0k | 327.07 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $637k | 975.00 | 653.31 |
|
|
| Blackrock Etf Trust Ii Ishares Total Re (BRTR) | 0.1 | $607k | NEW | 12k | 50.19 |
|
| Broadstone Net Lease (BNL) | 0.1 | $591k | 32k | 18.27 |
|
|
| Ishares Tr High Yld Systm B (HYDB) | 0.1 | $590k | +43% | 13k | 46.52 |
|
| Fortinet (FTNT) | 0.1 | $560k | +6% | 6.8k | 81.72 |
|
| Tesla Motors (TSLA) | 0.1 | $545k | +5% | 1.5k | 372.03 |
|
| Eaton Corp SHS (ETN) | 0.1 | $532k | +66% | 1.5k | 357.67 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $489k | +81% | 2.5k | 194.14 |
|
| Ishares Tr Ibonds Dec 2033 (IBTO) | 0.1 | $424k | 17k | 24.39 |
|
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $424k | 3.9k | 109.69 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $418k | 1.2k | 356.56 |
|
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.1 | $402k | NEW | 7.7k | 51.93 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $385k | 4.0k | 97.13 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $372k | 13k | 29.08 |
|
|
| Ishares Tr Hdg Msci Eafe (HEFA) | 0.1 | $358k | 8.4k | 42.50 |
|
|
| Merck & Co (MRK) | 0.1 | $357k | +32% | 3.0k | 120.29 |
|
| Pfizer (PFE) | 0.1 | $348k | +15% | 12k | 28.08 |
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $326k | 4.7k | 69.75 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $309k | NEW | 3.5k | 88.16 |
|
| Xcel Energy (XEL) | 0.1 | $295k | +14% | 3.7k | 79.44 |
|
| Nextera Energy (NEE) | 0.1 | $288k | NEW | 3.1k | 92.90 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $288k | 659.00 | 436.76 |
|
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $274k | 1.5k | 184.28 |
|
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $272k | 2.1k | 132.50 |
|
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $253k | NEW | 8.3k | 30.32 |
|
| ConocoPhillips (COP) | 0.1 | $252k | NEW | 1.9k | 132.00 |
|
| Cisco Systems (CSCO) | 0.1 | $230k | +7% | 3.0k | 77.59 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $227k | NEW | 671.00 | 337.95 |
|
| Visa Com Cl A (V) | 0.1 | $224k | -22% | 742.00 | 302.47 |
|
| Coca-Cola Company (KO) | 0.1 | $223k | NEW | 2.9k | 76.05 |
|
| Wells Fargo & Company (WFC) | 0.0 | $216k | NEW | 2.7k | 79.61 |
|
| Howmet Aerospace (HWM) | 0.0 | $215k | NEW | 933.00 | 230.44 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $207k | NEW | 342.00 | 604.39 |
|
| Ge Aerospace Com New (GE) | 0.0 | $207k | NEW | 728.00 | 283.77 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $201k | 472.00 | 426.40 |
|
|
| Procter & Gamble Company (PG) | 0.0 | $199k | NEW | 1.4k | 144.46 |
|
| Johnson & Johnson (JNJ) | 0.0 | $198k | NEW | 809.00 | 244.44 |
|
| Ge Vernova (GEV) | 0.0 | $195k | NEW | 223.00 | 872.91 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.0 | $194k | NEW | 1.9k | 103.43 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $178k | NEW | 3.7k | 48.46 |
|
| Philip Morris International (PM) | 0.0 | $174k | NEW | 1.1k | 165.34 |
|
| Thomson Reuters Corp. (TRI) | 0.0 | $170k | -93% | 1.9k | 89.98 |
|
| At&t (T) | 0.0 | $170k | NEW | 5.9k | 28.99 |
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.0 | $164k | NEW | 2.3k | 70.91 |
|
| Stryker Corporation (SYK) | 0.0 | $155k | NEW | 472.00 | 328.39 |
|
| Williams Companies (WMB) | 0.0 | $155k | NEW | 2.1k | 72.78 |
|
| Micron Technology (MU) | 0.0 | $153k | NEW | 454.00 | 337.67 |
|
| Enbridge (ENB) | 0.0 | $153k | NEW | 2.8k | 54.14 |
|
| Ishares Tr Ibonds Dec 2032 (IBTM) | 0.0 | $153k | NEW | 6.7k | 22.93 |
|
| Cheniere Energy Partners Com Unit (CQP) | 0.0 | $151k | NEW | 2.3k | 64.63 |
|
| American Express Company (AXP) | 0.0 | $149k | NEW | 494.00 | 302.48 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $148k | NEW | 756.00 | 196.24 |
|
| Axon Enterprise (AXON) | 0.0 | $141k | NEW | 331.00 | 424.69 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $135k | NEW | 3.5k | 38.42 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $132k | NEW | 440.00 | 298.85 |
|
| Global X Fds Artificial Etf (AIQ) | 0.0 | $130k | NEW | 2.8k | 46.67 |
|
| McDonald's Corporation (MCD) | 0.0 | $126k | NEW | 404.00 | 311.01 |
|
| Advanced Micro Devices (AMD) | 0.0 | $124k | NEW | 610.00 | 203.37 |
|
| Ishares Tr Systematic Bd Et (SYSB) | 0.0 | $124k | NEW | 1.4k | 89.00 |
|
| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.0 | $122k | NEW | 6.2k | 19.63 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $121k | NEW | 627.00 | 193.05 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $120k | NEW | 913.00 | 130.94 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $119k | NEW | 501.00 | 237.44 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $119k | NEW | 2.0k | 60.63 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $119k | NEW | 4.6k | 25.64 |
|
| AFLAC Incorporated (AFL) | 0.0 | $118k | NEW | 1.1k | 109.71 |
|
| Ishares Tr Conv Bd Etf (ICVT) | 0.0 | $117k | NEW | 1.2k | 101.79 |
|
| Applied Materials (AMAT) | 0.0 | $117k | NEW | 342.00 | 341.79 |
|
| Vaneck Etf Trust Uranium And Nucl (NLR) | 0.0 | $112k | NEW | 841.00 | 133.24 |
|
| Linde SHS (LIN) | 0.0 | $111k | NEW | 224.00 | 494.59 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $111k | NEW | 891.00 | 124.27 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $111k | NEW | 453.00 | 244.18 |
|
| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.0 | $109k | NEW | 5.6k | 19.53 |
|
| Verizon Communications (VZ) | 0.0 | $109k | NEW | 2.2k | 50.29 |
|
| TJX Companies (TJX) | 0.0 | $108k | NEW | 675.00 | 159.70 |
|
| Analog Devices (ADI) | 0.0 | $107k | NEW | 337.00 | 318.14 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $105k | NEW | 491.00 | 213.67 |
|
| First Tr Exchange-traded Nas Clnedg Green (QCLN) | 0.0 | $103k | NEW | 2.2k | 46.47 |
|
| Travelers Companies (TRV) | 0.0 | $101k | NEW | 347.00 | 291.68 |
|
| Ishares Tr Core Intl Aggr (IAGG) | 0.0 | $100k | NEW | 2.0k | 50.04 |
|
| Phillips 66 (PSX) | 0.0 | $97k | NEW | 531.00 | 182.18 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $97k | NEW | 699.00 | 138.37 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $90k | NEW | 1.3k | 71.81 |
|
| Ishares Tr Ibonds Dec 2031 (IBTL) | 0.0 | $86k | NEW | 4.2k | 20.40 |
|
| Altria (MO) | 0.0 | $86k | NEW | 1.3k | 65.99 |
|
| Western Digital (WDC) | 0.0 | $85k | NEW | 315.00 | 270.50 |
|
| Servicenow (NOW) | 0.0 | $85k | NEW | 814.00 | 104.55 |
|
| Bank of America Corporation (BAC) | 0.0 | $85k | NEW | 1.7k | 48.75 |
|
| Aon Shs Cl A (AON) | 0.0 | $84k | NEW | 260.00 | 322.78 |
|
| Uber Technologies (UBER) | 0.0 | $83k | NEW | 1.2k | 71.93 |
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $83k | NEW | 1.3k | 65.00 |
|
| Constellation Energy (CEG) | 0.0 | $83k | NEW | 296.00 | 279.25 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.0 | $82k | NEW | 815.00 | 100.72 |
|
| Invesco Exchange Traded Fd T Wilderhil Clan (PBW) | 0.0 | $82k | NEW | 2.6k | 31.58 |
|
| Grand Canyon Education (LOPE) | 0.0 | $80k | NEW | 470.00 | 170.03 |
|
| Blackrock (BLK) | 0.0 | $80k | NEW | 83.00 | 961.83 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $79k | NEW | 1.3k | 62.45 |
|
| Quest Diagnostics Incorporated (DGX) | 0.0 | $78k | NEW | 397.00 | 195.98 |
|
| Cigna Corp (CI) | 0.0 | $77k | NEW | 290.00 | 266.76 |
|
| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.0 | $76k | NEW | 1.5k | 49.40 |
|
| Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) | 0.0 | $76k | NEW | 3.5k | 21.42 |
|
| Booking Holdings (BKNG) | 0.0 | $76k | NEW | 18.00 | 4210.33 |
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.0 | $75k | NEW | 1.2k | 61.28 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $74k | NEW | 342.00 | 216.58 |
|
| Lowe's Companies (LOW) | 0.0 | $74k | NEW | 313.00 | 236.28 |
|
| Lam Research Corp Com New (LRCX) | 0.0 | $72k | NEW | 339.00 | 213.66 |
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $71k | NEW | 232.00 | 304.10 |
|
| Intercontinental Exchange (ICE) | 0.0 | $71k | NEW | 448.00 | 157.28 |
|
| Capital One Financial (COF) | 0.0 | $70k | NEW | 385.00 | 182.44 |
|
| Intuit (INTU) | 0.0 | $70k | NEW | 162.00 | 432.39 |
|
| Progressive Corporation (PGR) | 0.0 | $69k | NEW | 350.00 | 198.24 |
|
| Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 0.0 | $68k | NEW | 1.8k | 36.81 |
|
| Cme (CME) | 0.0 | $68k | NEW | 229.00 | 296.06 |
|
| Amphenol Corp Cl A (APH) | 0.0 | $67k | NEW | 532.00 | 126.36 |
|
| Quanta Services (PWR) | 0.0 | $67k | NEW | 122.00 | 549.03 |
|
| Ishares Tr Ibond Dec 2030 (IBTK) | 0.0 | $67k | NEW | 3.4k | 19.72 |
|
| Key (KEY) | 0.0 | $66k | NEW | 3.3k | 20.05 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $65k | NEW | 132.00 | 491.55 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $64k | NEW | 820.00 | 78.41 |
|
| Wisdomtree Tr Us Smallcap Divd (DES) | 0.0 | $64k | NEW | 1.8k | 35.94 |
|
| Chubb (CB) | 0.0 | $64k | NEW | 195.00 | 325.94 |
|
| salesforce (CRM) | 0.0 | $63k | NEW | 338.00 | 186.67 |
|
| Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) | 0.0 | $63k | NEW | 3.4k | 18.66 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $62k | NEW | 313.00 | 197.71 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $62k | NEW | 1.3k | 45.97 |
|
| Intel Corporation (INTC) | 0.0 | $61k | NEW | 1.4k | 44.13 |
|
| Kla Corp Com New (KLAC) | 0.0 | $60k | NEW | 41.00 | 1472.47 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $60k | NEW | 67.00 | 895.26 |
|
| Boeing Company (BA) | 0.0 | $59k | NEW | 297.00 | 199.03 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $59k | NEW | 270.00 | 217.25 |
|
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $59k | NEW | 250.00 | 234.03 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $58k | NEW | 492.00 | 118.64 |
|
| ResMed (RMD) | 0.0 | $57k | NEW | 253.00 | 224.50 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $57k | NEW | 43.00 | 1320.84 |
|
| Airbnb Com Cl A (ABNB) | 0.0 | $56k | NEW | 445.00 | 126.31 |
|
| Sandisk Corp (SNDK) | 0.0 | $56k | NEW | 88.00 | 635.50 |
|
| Abbott Laboratories (ABT) | 0.0 | $56k | NEW | 544.00 | 102.67 |
|
| Eversource Energy (ES) | 0.0 | $56k | NEW | 806.00 | 69.28 |
|
| American Tower Reit (AMT) | 0.0 | $55k | NEW | 321.00 | 172.59 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $55k | NEW | 122.00 | 449.31 |
|
| Kinder Morgan (KMI) | 0.0 | $54k | NEW | 1.6k | 33.53 |
|
| Union Pacific Corporation (UNP) | 0.0 | $54k | NEW | 222.00 | 242.62 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $54k | NEW | 1.8k | 29.13 |
|
| Wec Energy Group (WEC) | 0.0 | $53k | NEW | 458.00 | 115.77 |
|
| Unum (UNM) | 0.0 | $52k | NEW | 716.00 | 73.04 |
|
| TransDigm Group Incorporated (TDG) | 0.0 | $52k | NEW | 45.00 | 1159.00 |
|
| Arista Networks Com Shs (ANET) | 0.0 | $52k | NEW | 424.00 | 122.78 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $52k | NEW | 1.9k | 27.46 |
|
| Citigroup Com New (C) | 0.0 | $51k | NEW | 448.00 | 113.42 |
|
| Freeport Mcmoran CL B (FCX) | 0.0 | $51k | NEW | 862.00 | 58.78 |
|
| Applovin Corp Com Cl A (APP) | 0.0 | $51k | NEW | 127.00 | 398.00 |
|
| United Rentals (URI) | 0.0 | $50k | NEW | 69.00 | 728.57 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $50k | NEW | 422.00 | 118.62 |
|
| Goldman Sachs (GS) | 0.0 | $50k | NEW | 59.00 | 846.00 |
|
| Cleveland-cliffs (CLF) | 0.0 | $50k | NEW | 5.9k | 8.45 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $50k | NEW | 993.00 | 49.89 |
|
| IDEXX Laboratories (IDXX) | 0.0 | $49k | NEW | 88.00 | 561.93 |
|
| Moody's Corporation (MCO) | 0.0 | $49k | NEW | 113.00 | 437.54 |
|
| Ligand Pharmaceuticals Com New (LGND) | 0.0 | $49k | NEW | 246.00 | 199.65 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $49k | NEW | 780.00 | 62.75 |
|
| Fifth Third Ban (FITB) | 0.0 | $49k | NEW | 1.1k | 46.46 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $49k | NEW | 245.00 | 198.29 |
|
| Marsh & McLennan Companies (MRSH) | 0.0 | $48k | NEW | 279.00 | 173.45 |
|
| Dominion Resources (D) | 0.0 | $48k | NEW | 777.00 | 61.82 |
|
| Cardinal Health (CAH) | 0.0 | $47k | NEW | 224.00 | 211.32 |
|
Past Filings by JPL Wealth Management
SEC 13F filings are viewable for JPL Wealth Management going back to 2023
- JPL Wealth Management 2026 Q1 filed May 8, 2026
- JPL Wealth Management 2026 Q1 restated filed May 8, 2026
- JPL Wealth Management 2025 Q4 filed Feb. 12, 2026
- 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