JPL Wealth Management
Latest statistics and disclosures from JPL Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPYM, UNH, DYNF, SCHO, AVGO, and represent 16.70% of JPL Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SPYM (+$7.9M), BRTR, GOVT, BINC, SPMB, SPIB, QVAL, DFAI, STIP, QMOM.
- Started 446 new stock positions in CLX, EBS, TIPT, SPDW, FBIN, WTV, CNDT, NEXN, SWX, PUBM.
- Reduced shares in these 10 stocks: UL, MA, WAT, FNF, EQH, SOXX, SPGI, SCHO, AVGO, CAT.
- Sold out of its positions in ADPT, WMS, Air Lease Corp, ALDX, ALX, ALSN, ANNX, BATRA, ATMU, BCE.
- JPL Wealth Management was a net buyer of stock by $17M.
- JPL Wealth Management has $504M in assets under management (AUM), dropping by 15.89%.
- Central Index Key (CIK): 0002010710
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Portfolio Holdings for JPL Wealth Management
JPL Wealth Management holds 1876 positions in its portfolio as reported in the June 2026 quarterly 13F filing
JPL Wealth Management has 1876 total positions. Only the first 250 positions are shown.
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- Download the JPL Wealth Management June 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust St Str P500etf (SPYM) | 4.7 | $24M | +49% | 271k | 87.88 |
|
| UnitedHealth (UNH) | 3.2 | $16M | 39k | 415.63 |
|
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 3.0 | $15M | +6% | 221k | 68.01 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 3.0 | $15M | -5% | 617k | 24.14 |
|
| Broadcom (AVGO) | 2.8 | $14M | -4% | 37k | 377.75 |
|
| Apple (AAPL) | 2.8 | $14M | 49k | 289.36 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.6 | $13M | -2% | 37k | 357.37 |
|
| Ea Series Trust Alpha Architect (CAOS) | 2.5 | $13M | +8% | 142k | 90.36 |
|
| Caterpillar (CAT) | 2.5 | $13M | -4% | 12k | 1064.92 |
|
| Ea Series Trust Alpha Architect (AAEQ) | 2.4 | $12M | 229k | 53.19 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 2.2 | $11M | +4% | 70k | 161.54 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 2.2 | $11M | 30k | 370.04 |
|
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 1.8 | $9.3M | +18% | 226k | 41.25 |
|
| Ea Series Trust Us Quan Momentum (QMOM) | 1.8 | $9.1M | +15% | 116k | 78.73 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 1.7 | $8.7M | -17% | 14k | 640.74 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 1.7 | $8.5M | -4% | 163k | 52.41 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.6 | $8.2M | 11k | 736.41 |
|
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 1.4 | $7.2M | +3% | 62k | 117.45 |
|
| Microsoft Corporation (MSFT) | 1.4 | $7.2M | 19k | 373.02 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.4 | $7.1M | -2% | 92k | 77.11 |
|
| Ea Series Trust Us Quan Value (QVAL) | 1.4 | $7.1M | +45% | 128k | 55.45 |
|
| Chevron Corporation (CVX) | 1.4 | $6.9M | -2% | 42k | 165.76 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 1.3 | $6.7M | -2% | 241k | 27.70 |
|
| Abbvie (ABBV) | 1.3 | $6.5M | -4% | 26k | 251.64 |
|
| Amazon (AMZN) | 1.3 | $6.4M | 27k | 238.34 |
|
|
| Costco Wholesale Corporation (COST) | 1.2 | $6.0M | 6.4k | 935.43 |
|
|
| Invesco Exchange Traded Fd T Larg Cap Gro Etf (PWB) | 1.2 | $5.9M | 35k | 168.46 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 1.1 | $5.7M | -4% | 76k | 75.79 |
|
| Exxon Mobil Corporation (XOM) | 1.1 | $5.6M | -2% | 41k | 136.72 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 1.1 | $5.6M | +132% | 244k | 22.78 |
|
| Wal-Mart Stores (WMT) | 1.1 | $5.4M | 48k | 113.26 |
|
|
| NVIDIA Corporation (NVDA) | 1.1 | $5.4M | +2% | 27k | 200.09 |
|
| First Tr Exchange Traded Smid Risng Etf (SDVY) | 1.0 | $5.1M | -3% | 118k | 43.14 |
|
| Lamar Advertising Cl A (LAMR) | 1.0 | $5.1M | 33k | 155.98 |
|
|
| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 1.0 | $5.0M | 44k | 115.69 |
|
|
| Spdr Series Trust St Inter Bd Etf (SPIB) | 1.0 | $4.9M | +85% | 148k | 33.46 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $4.9M | 9.8k | 500.38 |
|
|
| Wisdomtree Tr Us Midcap Divid (DON) | 1.0 | $4.9M | -3% | 87k | 56.52 |
|
| JPMorgan Chase & Co. (JPM) | 1.0 | $4.8M | 15k | 327.33 |
|
|
| Deere & Company (DE) | 0.9 | $4.7M | -2% | 7.4k | 634.33 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.9 | $4.6M | 13k | 365.87 |
|
|
| D.R. Horton (DHI) | 0.9 | $4.3M | -2% | 26k | 162.88 |
|
| Gilead Sciences (GILD) | 0.8 | $4.2M | -3% | 33k | 126.34 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.8 | $4.1M | 43k | 96.58 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.8 | $4.1M | 19k | 219.43 |
|
|
| International Business Machines (IBM) | 0.8 | $4.1M | -2% | 15k | 281.20 |
|
| Blackrock Etf Trust Ii Isha Tota Re Etf (BRTR) | 0.8 | $4.0M | +563% | 80k | 50.32 |
|
| Ing Groep Nv Sponsored Adr (ING) | 0.8 | $4.0M | -3% | 126k | 31.38 |
|
| Ea Series Trust Freedom 100 Em (FRDM) | 0.8 | $3.9M | +36% | 53k | 72.90 |
|
| Spdr Series Trust St Str Backe Etf (SPMB) | 0.7 | $3.7M | +190% | 166k | 22.31 |
|
| Morgan Stanley Com New (MS) | 0.7 | $3.6M | 17k | 209.04 |
|
|
| Amgen (AMGN) | 0.7 | $3.5M | 9.7k | 362.12 |
|
|
| Southern Company (SO) | 0.7 | $3.5M | -2% | 36k | 95.71 |
|
| Digital Realty Trust (DLR) | 0.7 | $3.4M | 19k | 179.58 |
|
|
| Emerson Electric (EMR) | 0.7 | $3.4M | 24k | 143.15 |
|
|
| O'reilly Automotive (ORLY) | 0.7 | $3.4M | 37k | 92.09 |
|
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.6 | $3.3M | -3% | 29k | 111.31 |
|
| Alps Etf Tr Sectr Div Dogs (SDOG) | 0.6 | $3.0M | -2% | 45k | 68.22 |
|
| Blackrock Etf Trust Ii Isha Flex In Etf (BINC) | 0.6 | $3.0M | +645% | 58k | 52.34 |
|
| Northrop Grumman Corporation (NOC) | 0.6 | $2.8M | 5.6k | 509.28 |
|
|
| Pepsi (PEP) | 0.6 | $2.8M | -3% | 21k | 135.40 |
|
| Home Depot (HD) | 0.6 | $2.8M | -3% | 8.0k | 352.69 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.5 | $2.8M | -9% | 19k | 146.41 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $2.6M | 3.8k | 686.75 |
|
|
| Public Service Enterprise (PEG) | 0.5 | $2.4M | -4% | 29k | 81.16 |
|
| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.4 | $2.3M | +86% | 19k | 117.09 |
|
| Ea Series Trust Alpha Architect (AAUS) | 0.4 | $2.1M | 35k | 59.74 |
|
|
| Ea Series Trust Alpha Architect (AAUA) | 0.4 | $2.1M | 36k | 56.92 |
|
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.3 | $1.6M | +3% | 2.2k | 746.76 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.3 | $1.6M | -5% | 30k | 53.17 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.3 | $1.6M | +725% | 16k | 102.16 |
|
| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.3 | $1.5M | +3% | 75k | 20.36 |
|
| Public Storage (PSA) | 0.3 | $1.5M | 4.7k | 318.31 |
|
|
| Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) | 0.2 | $1.2M | 72k | 16.64 |
|
|
| Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW) | 0.2 | $1.2M | 57k | 20.51 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $1.1M | -71% | 2.2k | 513.60 |
|
| Netflix (NFLX) | 0.2 | $1.1M | 16k | 71.40 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $1.1M | +6% | 3.0k | 353.40 |
|
| Fortinet (FTNT) | 0.2 | $1.1M | 6.9k | 153.62 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.2 | $989k | +5% | 8.5k | 116.67 |
|
| Blackrock Etf Trust Ii Isha Glo Usd Etf (GGOV) | 0.2 | $975k | NEW | 19k | 50.29 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $919k | +2% | 767.00 | 1198.69 |
|
| Meta Platforms Cl A (META) | 0.2 | $851k | +2% | 1.5k | 563.04 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.2 | $792k | +198% | 11k | 75.51 |
|
| Texas Instruments Incorporated (TXN) | 0.2 | $765k | 2.6k | 298.07 |
|
|
| Marriott Intl Cl A (MAR) | 0.1 | $744k | 2.0k | 370.59 |
|
|
| Micron Technology (MU) | 0.1 | $720k | +37% | 624.00 | 1154.02 |
|
| Ishares Tr Systematic Bd Et (SYSB) | 0.1 | $709k | +473% | 8.0k | 88.72 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $702k | +176% | 23k | 30.49 |
|
| Tesla Motors (TSLA) | 0.1 | $697k | +13% | 1.7k | 420.85 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $690k | -5% | 921.00 | 749.13 |
|
| Broadstone Net Lease (BNL) | 0.1 | $669k | 32k | 20.67 |
|
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.1 | $668k | +716% | 6.7k | 100.35 |
|
| Eaton Corp SHS (ETN) | 0.1 | $634k | 1.5k | 426.12 |
|
|
| Ishares Tr Conv Bd Etf (ICVT) | 0.1 | $613k | +336% | 5.0k | 121.74 |
|
| Oracle Corporation (ORCL) | 0.1 | $600k | -7% | 4.1k | 146.55 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $494k | 3.9k | 127.81 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $480k | 1.2k | 409.50 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $463k | 13k | 36.13 |
|
|
| Ishares Tr High Yld Systm B (HYDB) | 0.1 | $462k | -22% | 9.9k | 46.77 |
|
| Advanced Micro Devices (AMD) | 0.1 | $437k | +23% | 752.00 | 580.76 |
|
| Ishares Tr Ibonds Dec 2033 (IBTO) | 0.1 | $412k | 17k | 24.13 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $412k | 4.0k | 103.88 |
|
|
| Merck & Co (MRK) | 0.1 | $401k | +5% | 3.1k | 128.50 |
|
| Ishares Tr Hdg Msci Eafe (HEFA) | 0.1 | $395k | 8.4k | 46.93 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $387k | 4.7k | 82.84 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $373k | +556% | 4.3k | 86.14 |
|
| Cisco Systems (CSCO) | 0.1 | $373k | +6% | 3.2k | 117.46 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $315k | 659.00 | 477.57 |
|
|
| Visa Com Cl A (V) | 0.1 | $308k | +20% | 896.00 | 343.29 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $303k | 2.1k | 147.73 |
|
|
| Xcel Energy (XEL) | 0.1 | $298k | 3.7k | 80.30 |
|
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $294k | 1.5k | 197.60 |
|
|
| Pfizer (PFE) | 0.1 | $285k | -4% | 12k | 24.08 |
|
| Nextera Energy (NEE) | 0.1 | $270k | 3.1k | 87.79 |
|
|
| Ge Aerospace Com New (GE) | 0.1 | $270k | 721.00 | 373.73 |
|
|
| Ge Vernova (GEV) | 0.1 | $264k | 225.00 | 1174.87 |
|
|
| Coca-Cola Company (KO) | 0.1 | $262k | +10% | 3.2k | 81.27 |
|
| Applied Materials (AMAT) | 0.1 | $258k | +4% | 357.00 | 723.00 |
|
| Howmet Aerospace (HWM) | 0.0 | $252k | 937.00 | 268.83 |
|
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $234k | +300% | 1.9k | 124.17 |
|
| Intel Corporation (INTC) | 0.0 | $233k | +20% | 1.7k | 139.63 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $233k | +33% | 457.00 | 509.46 |
|
| Wells Fargo & Company (WFC) | 0.0 | $229k | +2% | 2.8k | 82.66 |
|
| Procter & Gamble Company (PG) | 0.0 | $214k | +5% | 1.5k | 146.64 |
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| Philip Morris International (PM) | 0.0 | $212k | +11% | 1.2k | 180.91 |
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| Johnson & Johnson (JNJ) | 0.0 | $203k | 799.00 | 253.97 |
|
|
| Western Digital (WDC) | 0.0 | $202k | 316.00 | 638.73 |
|
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $201k | 3.7k | 55.01 |
|
|
| First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 0.0 | $200k | NEW | 3.9k | 51.37 |
|
| American Express Company (AXP) | 0.0 | $198k | +18% | 586.00 | 338.25 |
|
| ConocoPhillips (COP) | 0.0 | $197k | 1.9k | 103.93 |
|
|
| Sandisk Corp (SNDK) | 0.0 | $196k | -2% | 86.00 | 2273.80 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $195k | +18% | 894.00 | 217.99 |
|
| Dimensional Etf Trust Us Equi Mark Etf (DFUS) | 0.0 | $189k | 2.3k | 81.94 |
|
|
| Axon Enterprise (AXON) | 0.0 | $187k | 333.00 | 560.61 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.0 | $183k | +49% | 9.3k | 19.61 |
|
| Global X Fds Artificial Etf (AIQ) | 0.0 | $182k | 2.8k | 65.61 |
|
|
| S&p Global (SPGI) | 0.0 | $169k | -90% | 414.00 | 407.26 |
|
| Putnam Etf Trust Franklin Calif (FTCA) | 0.0 | $160k | NEW | 22k | 7.42 |
|
| Lam Research Corp Com New (LRCX) | 0.0 | $158k | +7% | 365.00 | 433.34 |
|
| Williams Companies (WMB) | 0.0 | $158k | 2.1k | 74.34 |
|
|
| Enbridge (ENB) | 0.0 | $153k | 2.8k | 54.21 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $151k | 440.00 | 343.91 |
|
|
| Ishares Tr Ibonds Dec 2032 (IBTM) | 0.0 | $151k | 6.7k | 22.70 |
|
|
| McDonald's Corporation (MCD) | 0.0 | $148k | +35% | 547.00 | 270.31 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $147k | -3% | 485.00 | 302.85 |
|
| Stryker Corporation (SYK) | 0.0 | $142k | -4% | 451.00 | 314.64 |
|
| Analog Devices (ADI) | 0.0 | $140k | +4% | 353.00 | 397.17 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $138k | +15% | 725.00 | 189.84 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $136k | 4.6k | 29.43 |
|
|
| First Tr Exchange-traded Nas Clnedg Green (QCLN) | 0.0 | $136k | 2.2k | 61.32 |
|
|
| First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) | 0.0 | $135k | NEW | 6.8k | 19.99 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $134k | +2% | 1.3k | 103.43 |
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| Cheniere Energy Partners Com Unit (CQP) | 0.0 | $133k | -6% | 2.2k | 60.95 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $132k | 891.00 | 148.29 |
|
|
| AFLAC Incorporated (AFL) | 0.0 | $130k | +2% | 1.1k | 117.25 |
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| Linde SHS (LIN) | 0.0 | $130k | +11% | 250.00 | 518.03 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $128k | +10% | 1.0k | 126.58 |
|
| Kla Corp Com New (KLAC) | 0.0 | $128k | +931% | 423.00 | 301.71 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $127k | +9% | 495.00 | 255.67 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $126k | +7% | 3.8k | 33.29 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $119k | 491.00 | 242.43 |
|
|
| At&t (T) | 0.0 | $119k | 5.7k | 20.70 |
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| TJX Companies (TJX) | 0.0 | $118k | +15% | 780.00 | 151.50 |
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| Travelers Companies (TRV) | 0.0 | $117k | +2% | 355.00 | 330.12 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $115k | +4% | 731.00 | 156.97 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $111k | +10% | 115.00 | 965.00 |
|
| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.0 | $109k | 5.6k | 19.53 |
|
|
| Invesco Exchange Traded Fd T Wilderhil Clan (PBW) | 0.0 | $102k | 2.6k | 39.01 |
|
|
| Bank of America Corporation (BAC) | 0.0 | $101k | +2% | 1.8k | 56.98 |
|
| Amphenol Corp Cl A (APH) | 0.0 | $98k | +4% | 558.00 | 176.33 |
|
| Waste Management (WM) | 0.0 | $98k | +160% | 438.00 | 223.09 |
|
| Vaneck Etf Trust Urani Nucle Etf (NLR) | 0.0 | $98k | 841.00 | 116.02 |
|
|
| Verizon Communications (VZ) | 0.0 | $97k | +5% | 2.3k | 42.32 |
|
| Altria (MO) | 0.0 | $97k | +2% | 1.3k | 71.95 |
|
| Waters Corporation (WAT) | 0.0 | $94k | -96% | 251.00 | 375.04 |
|
| Goldman Sachs (GS) | 0.0 | $94k | +57% | 93.00 | 1011.38 |
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| Aon Shs Cl A (AON) | 0.0 | $93k | +8% | 281.00 | 331.69 |
|
| Schwab Strategic Tr Int-trm Us Tres (SCHR) | 0.0 | $93k | +2202% | 3.8k | 24.66 |
|
| Blackrock Etf Trust Isha In Ctry Etf (CORO) | 0.0 | $91k | NEW | 2.5k | 36.60 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $91k | +10% | 119.00 | 763.17 |
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| Quanta Services (PWR) | 0.0 | $91k | +3% | 126.00 | 720.06 |
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| Phillips 66 (PSX) | 0.0 | $90k | 533.00 | 169.05 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $89k | +46% | 179.00 | 499.29 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $89k | 1.3k | 69.90 |
|
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| Blackrock (BLK) | 0.0 | $86k | +7% | 89.00 | 961.75 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $86k | 43.00 | 1989.45 |
|
|
| Marvell Technology (MRVL) | 0.0 | $86k | +8% | 287.00 | 297.89 |
|
| Ishares Tr Ibonds Dec 2031 (IBTL) | 0.0 | $85k | 4.2k | 20.19 |
|
|
| Quest Diagnostics Incorporated (DGX) | 0.0 | $84k | 398.00 | 211.95 |
|
|
| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.0 | $84k | 1.5k | 54.63 |
|
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| Cigna Corp (CI) | 0.0 | $84k | +5% | 305.00 | 275.68 |
|
| Ea Series Trust Alpha Architect (HIDE) | 0.0 | $84k | NEW | 3.5k | 23.90 |
|
| Capital One Financial (COF) | 0.0 | $84k | +8% | 416.00 | 200.62 |
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $82k | +7% | 249.00 | 330.46 |
|
| Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) | 0.0 | $82k | 3.5k | 23.18 |
|
|
| United Rentals (URI) | 0.0 | $80k | +2% | 71.00 | 1132.90 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $80k | NEW | 581.00 | 137.53 |
|
| Ligand Pharmaceuticals Com New (LGND) | 0.0 | $78k | 246.00 | 316.09 |
|
|
| Uber Technologies (UBER) | 0.0 | $77k | -7% | 1.1k | 72.16 |
|
| Booking Holdings (BKNG) | 0.0 | $76k | +2261% | 425.00 | 178.24 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $76k | -3% | 329.00 | 229.57 |
|
| Key (KEY) | 0.0 | $75k | 3.2k | 23.05 |
|
|
| Welltower Inc Com reit (WELL) | 0.0 | $74k | +4% | 328.00 | 226.97 |
|
| Wisdomtree Tr Us Smallcap Divd (DES) | 0.0 | $73k | 1.8k | 40.68 |
|
|
| Bank of New York Mellon Corporation (BNY) | 0.0 | $73k | 501.00 | 144.61 |
|
|
| Boeing Company (BA) | 0.0 | $72k | +12% | 333.00 | 216.48 |
|
| Thomsoncorp (TRI) | 0.0 | $72k | NEW | 882.00 | 81.67 |
|
| Chubb (CB) | 0.0 | $72k | +8% | 211.00 | 340.74 |
|
| Applovin Corp Com Cl A (APP) | 0.0 | $72k | +9% | 139.00 | 515.28 |
|
| Progressive Corporation (PGR) | 0.0 | $71k | -6% | 326.00 | 218.46 |
|
| Lowe's Companies (LOW) | 0.0 | $71k | +2% | 321.00 | 220.49 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $70k | +5% | 1.4k | 49.82 |
|
| Constellation Energy (CEG) | 0.0 | $69k | -6% | 277.00 | 248.37 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $69k | +4% | 70.00 | 978.13 |
|
| Citigroup Com New (C) | 0.0 | $68k | +8% | 488.00 | 139.96 |
|
| Grand Canyon Education (LOPE) | 0.0 | $68k | 476.00 | 143.11 |
|
|
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $66k | 250.00 | 264.72 |
|
|
| Ishares Tr Ibond Dec 2030 (IBTK) | 0.0 | $66k | 3.4k | 19.54 |
|
|
| Revolution Medicines (RVMD) | 0.0 | $66k | +6% | 352.00 | 187.69 |
|
| Arista Networks Com Shs (ANET) | 0.0 | $66k | -8% | 388.00 | 169.88 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $66k | 270.00 | 242.99 |
|
|
| Cme (CME) | 0.0 | $65k | +27% | 293.00 | 221.11 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $65k | NEW | 284.00 | 227.06 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $65k | -42% | 1.1k | 57.62 |
|
| TransDigm Group Incorporated (TDG) | 0.0 | $64k | +6% | 48.00 | 1332.04 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $64k | 820.00 | 77.91 |
|
|
| Unum (UNM) | 0.0 | $64k | 713.00 | 89.40 |
|
|
| Union Pacific Corporation (UNP) | 0.0 | $64k | +5% | 234.00 | 272.00 |
|
| Airbnb Com Cl A (ABNB) | 0.0 | $63k | 442.00 | 143.10 |
|
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $63k | 1.3k | 48.57 |
|
|
| Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) | 0.0 | $62k | 3.4k | 18.58 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $62k | 1.8k | 33.84 |
|
|
| Consolidated Edison (ED) | 0.0 | $61k | +87% | 552.00 | 110.63 |
|
| Unilever Spon Adr New (UL) | 0.0 | $61k | -97% | 1.0k | 60.15 |
|
| Freeport Mcmoran CL B (FCX) | 0.0 | $60k | +11% | 960.00 | 62.89 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $60k | +20% | 1.2k | 50.58 |
|
| Fifth Third Ban (FITB) | 0.0 | $60k | 1.1k | 56.37 |
|
|
| Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 0.0 | $59k | 1.8k | 31.86 |
|
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $59k | 1.3k | 45.14 |
|
|
| Corning Incorporated (GLW) | 0.0 | $58k | 228.00 | 255.43 |
|
|
| Dominion Resources (D) | 0.0 | $58k | +8% | 844.00 | 68.29 |
|
| Northern Trust Corporation (NTRS) | 0.0 | $57k | +3% | 330.00 | 173.84 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.0 | $56k | +533% | 589.00 | 94.58 |
|
| Dell Technologies CL C (DELL) | 0.0 | $56k | +2% | 129.00 | 431.47 |
|
| Cleveland-cliffs (CLF) | 0.0 | $55k | 5.9k | 9.39 |
|
|
| Moody's Corporation (MCO) | 0.0 | $55k | +6% | 120.00 | 453.94 |
|
| Spdr Index Shs Fds St Str Po Ex Etf (SPDW) | 0.0 | $54k | NEW | 1.1k | 50.39 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $54k | +7% | 2.0k | 26.66 |
|
Past Filings by JPL Wealth Management
SEC 13F filings are viewable for JPL Wealth Management going back to 2023
- JPL Wealth Management 2026 Q2 filed Aug. 14, 2026
- 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