JPL Wealth Management, LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$370.6M
Holdings
112
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (112 positions)
| Stock | Value |
|---|---|
SCHOSCHWAB STRATEGIC TR | $15.8M |
UNHUNITEDHEALTH GROUP INC | $13.7M |
AVGOBROADCOM INC | $13.1M |
VTIVANGUARD INDEX FDS | $11.0M |
AAPLAPPLE INC | $10.7M |
MSFTMICROSOFT CORP | $10.4M |
IGSBISHARES TR | $7.9M |
GOOGLALPHABET INC | $7.5M |
IJHISHARES TR | $7.1M |
COSTCOSTCO WHSL CORP NEW | $6.9M |
NDQINVESCO QQQ TR | $6.8M |
CVXCHEVRON CORP NEW | $6.2M |
TRITHOMSON REUTERS CORP | $6.0M |
AMZNAMAZON COM INC | $5.9M |
ARESARES MANAGEMENT CORPORATION | $5.9M |
OEFISHARES TR | $5.7M |
SCHFSCHWAB STRATEGIC TR | $5.6M |
CATCATERPILLAR INC | $5.5M |
WMTWALMART INC | $5.3M |
DGROISHARES TR | $5.2M |
ABBVABBVIE INC | $5.1M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $5.1M |
IEIISHARES TR | $5.1M |
AQLTISHARES TR | $4.8M |
SCHDSCHWAB STRATEGIC TR | $4.7M |
SDVYFIRST TR EXCHANGE-TRADED FD | $4.7M |
PWBINVESCO EXCHANGE TRADED FD T | $4.6M |
MAMASTERCARD INCORPORATED | $4.6M |
JPMJPMORGAN CHASE & CO. | $4.6M |
IBMINTERNATIONAL BUSINESS MACHS | $4.6M |
XOMEXXON MOBIL CORP | $4.5M |
DONWISDOMTREE TR | $4.5M |
SOXXISHARES TR | $4.4M |
NVDANVIDIA CORPORATION | $4.2M |
DEDEERE & CO | $4.1M |
QMOMEA SERIES TRUST | $4.1M |
VOTVANGUARD INDEX FDS | $4.1M |
LAMRLAMAR ADVERTISING CO NEW | $4.1M |
PAYXPAYCHEX INC | $4.0M |
DFAIDIMENSIONAL ETF TRUST | $4.0M |
ROPROPER TECHNOLOGIES INC | $4.0M |
GILDGILEAD SCIENCES INC | $3.9M |
IWPISHARES TR | $3.9M |
EQHEQUITABLE HLDGS INC | $3.8M |
VPLVANGUARD INTL EQUITY INDEX F | $3.7M |
SOSOUTHERN CO | $3.7M |
DHID R HORTON INC | $3.7M |
ORLYOREILLY AUTOMOTIVE INC | $3.6M |
ULUNILEVER PLC | $3.6M |
FQIDIGITAL RLTY TR INC | $3.6M |
EOGEOG RES INC | $3.5M |
EMREMERSON ELEC CO | $3.3M |
OWLBLUE OWL CAPITAL INC | $3.1M |
HDHOME DEPOT INC | $3.1M |
INGING GROEP N.V. | $3.0M |
PEPPEPSICO INC | $3.0M |
NOCNORTHROP GRUMMAN CORP | $3.0M |
FNFFIDELITY NATIONAL FINANCIAL | $3.0M |
AMGNAMGEN INC | $2.8M |
WATWATERS CORP | $2.8M |
PEGPUBLIC SVC ENTERPRISE GRP IN | $2.7M |
VOOVANGUARD INDEX FDS | $2.7M |
SDOGALPS ETF TR | $2.7M |
DWDMORGAN STANLEY | $2.6M |
SPGIS&P GLOBAL INC | $2.6M |
SNYSANOFI | $2.5M |
ADBEADOBE INC | $2.4M |
UNPUNION PAC CORP | $2.3M |
NFLXNETFLIX INC | $2.2M |
SPIBSPDR SERIES TRUST | $2.1M |
PSAPUBLIC STORAGE OPER CO | $1.8M |
AQLTISHARES TR | $1.7M |
SPYSPDR S&P 500 ETF TR | $1.6M |
METAMETA PLATFORMS INC | $1.3M |
EPIWISDOMTREE TR | $1.2M |
PLTRPALANTIR TECHNOLOGIES INC | $1.1M |
BSCSINVESCO EXCH TRD SLF IDX FD | $1.1M |
ORCLORACLE CORP | $996K |
ETNEATON CORP PLC | $875K |
BSCUINVESCO EXCH TRD SLF IDX FD | $828K |
BSCWINVESCO EXCH TRD SLF IDX FD | $799K |
SPMBSPDR SERIES TRUST | $784K |
IWBISHARES TR | $713K |
IGIBISHARES TR | $696K |
FTNTFORTINET INC | $679K |
LLYELI LILLY & CO | $653K |
TXNTEXAS INSTRS INC | $653K |
IWFISHARES TR | $554K |
BNLBROADSTONE NET LEASE INC | $519K |
VVISA INC | $487K |
IBTOISHARES TR | $455K |
MARMARRIOTT INTL INC NEW | $454K |
VONGVANGUARD SCOTTSDALE FDS | $422K |
HEFAISHARES TR | $394K |
HYDBISHARES TR | $392K |
VUGVANGUARD INDEX FDS | $374K |
IVVISHARES TR | $371K |
EFAISHARES TR | $354K |
SCHASCHWAB STRATEGIC TR | $336K |
GOOGALPHABET INC | $330K |
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