JPL Wealth Management, LLC Q1 2025 Filing
Filed May 6, 2025
Portfolio Value
$255.5B
Holdings
126
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (126 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC | $7.8B |
AVGOBROADCOM INC | $7.0B |
MSFTMICROSOFT CORP | $6.8B |
CVXCHEVRON CORP NEW | $5.7B |
VOOVANGUARD INDEX FDS | $5.3B |
GOOGLALPHABET INC | $5.2B |
IGSBISHARES TR | $5.0B |
IJHISHARES TR | $5.0B |
SCHASCHWAB STRATEGIC TR | $4.5B |
COSTCOSTCO WHSL CORP NEW | $4.5B |
CATCATERPILLAR INC | $4.4B |
DESWISDOMTREE TR | $4.3B |
ARESARES MANAGEMENT CORPORATION | $4.3B |
ABBVABBVIE INC | $4.2B |
NDQINVESCO QQQ TR | $4.2B |
TRITHOMSON REUTERS CORP. | $4.1B |
SCHFSCHWAB STRATEGIC TR | $4.1B |
AMZNAMAZON COM INC | $4.0B |
CSCOCISCO SYS INC | $3.9B |
SCHOSCHWAB STRATEGIC TR | $3.9B |
DGROISHARES TR | $3.8B |
MAMASTERCARD INCORPORATED | $3.7B |
DONWISDOMTREE TR | $3.6B |
PEYINVESCO EXCHANGE TRADED FD T | $3.4B |
GISGENERAL MLS INC | $3.3B |
UNHUNITEDHEALTH GROUP INC | $3.3B |
LAMRLAMAR ADVERTISING CO NEW | $3.3B |
PWBINVESCO EXCHANGE TRADED FD T | $3.3B |
DHID R HORTON INC | $3.3B |
VTIVANGUARD INDEX FDS | $3.2B |
WMTWALMART INC | $3.2B |
SOXXISHARES TR | $3.2B |
PEPPEPSICO INC | $3.2B |
PXDEURPIONEER NAT RES CO | $3.1B |
ROPROPER TECHNOLOGIES INC | $3.0B |
ACNACCENTURE PLC IRELAND | $3.0B |
HDHOME DEPOT INC | $2.9B |
MRKMERCK & CO INC | $2.9B |
VOTVANGUARD INDEX FDS | $2.9B |
DEDEERE & CO | $2.9B |
TXNTEXAS INSTRS INC | $2.9B |
JPMJPMORGAN CHASE & CO | $2.8B |
VPLVANGUARD INTL EQUITY INDEX F | $2.8B |
EOGEOG RES INC | $2.7B |
ULUNILEVER PLC | $2.6B |
FQIDIGITAL RLTY TR INC | $2.6B |
PAYXPAYCHEX INC | $2.6B |
SOSOUTHERN CO | $2.6B |
EMREMERSON ELEC CO | $2.4B |
AMGNAMGEN INC | $2.4B |
AQLTISHARES TR | $2.4B |
FNFFIDELITY NATIONAL FINANCIAL | $2.4B |
ORLYOREILLY AUTOMOTIVE INC | $2.4B |
NOCNORTHROP GRUMMAN CORP | $2.4B |
GILDGILEAD SCIENCES INC | $2.3B |
WATWATERS CORP | $2.3B |
SCHDSCHWAB STRATEGIC TR | $2.2B |
SDOGALPS ETF TR | $2.2B |
UNPUNION PAC CORP | $2.2B |
DFAIDIMENSIONAL ETF TRUST | $2.2B |
IEIISHARES TR | $2.1B |
SNYSANOFI | $2.0B |
AQLTISHARES TR | $2.0B |
NVDANVIDIA CORPORATION | $1.9B |
SPGIS&P GLOBAL INC | $1.9B |
SPYSPDR S&P 500 ETF TR | $1.6B |
BRK/BBERKSHIRE HATHAWAY INC DEL | $1.4B |
VGSHVANGUARD SCOTTSDALE FDS | $1.4B |
LMBSFIRST TR EXCHANGE-TRADED FD | $1.2B |
SPYMSPDR SER TR | $1.2B |
SPMBSPDR SER TR | $1.2B |
BSVVANGUARD BD INDEX FDS | $1.1B |
SHYISHARES TR | $986.0M |
FTSMFIRST TR EXCHANGE-TRADED FD | $983.1M |
IWPISHARES TR | $868.9M |
NFLXNETFLIX INC | $854.5M |
VBRVANGUARD INDEX FDS | $853.4M |
SPIBSPDR SER TR | $777.1M |
HEFAISHARES TR | $753.9M |
VEAVANGUARD TAX-MANAGED FDS | $661.1M |
VTVVANGUARD INDEX FDS | $652.4M |
VUGVANGUARD INDEX FDS | $645.2M |
OEFISHARES TR | $631.4M |
IVVISHARES TR | $620.1M |
IWBISHARES TR | $604.6M |
NVONOVO-NORDISK A S | $603.4M |
ORCLORACLE CORP | $594.9M |
BIVVANGUARD BD INDEX FDS | $561.4M |
JNKSPDR SER TR | $561.3M |
IWFISHARES TR | $549.8M |
XLKSELECT SECTOR SPDR TR | $538.3M |
IJRISHARES TR | $533.1M |
BNLBROADSTONE NET LEASE INC | $507.3M |
XLESELECT SECTOR SPDR TR | $480.4M |
VVISA INC | $473.3M |
VOVANGUARD INDEX FDS | $459.1M |
QUALISHARES TR | $458.3M |
NKENIKE INC | $450.2M |
FTNTFORTINET INC | $440.3M |
LLYELI LILLY & CO | $437.4M |
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