JPL Wealth Management, LLC holdings history

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124 is the total number of securities JPL Wealth Management, LLC has owned. The longest JPL Wealth Management, LLC has owned a single stock is 3 quarters.

JPL Wealth Management, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
AAPL APPLE INC333.19%3.49%3.85%Q4 2023Q2 20243
AVGO BROADCOM INC332.84%3.14%3.63%Q4 2023Q2 20243
MSFT MICROSOFT CORP332.72%2.88%3.10%Q4 2023Q2 20243
GOOGL ALPHABET INC332.02%2.25%2.56%Q4 2023Q2 20243
CVX CHEVRON CORP NEW332.10%2.18%2.31%Q4 2023Q2 20243
COST COSTCO WHSL CORP NEW331.89%2.04%2.30%Q4 2023Q2 20243
IGSB ISHARES TR331.90%2.00%2.11%Q4 2023Q2 20243
IJH ISHARES TR331.82%1.99%2.16%Q4 2023Q2 20243
DES WISDOMTREE TR331.61%1.84%2.06%Q4 2023Q2 20243
THOMSON REUTERS CORP.331.73%1.82%1.88%Q4 2023Q2 20243
CAT CATERPILLAR INC331.69%1.76%1.86%Q4 2023Q2 20243
SCHA SCHWAB STRATEGIC TR331.71%1.76%1.80%Q4 2023Q2 20243
QQQ INVESCO QQQ TR331.61%1.75%1.86%Q4 2023Q2 20243
ARES ARES MANAGEMENT CORPOR...331.64%1.72%1.78%Q4 2023Q2 20243
ABBV ABBVIE INC331.60%1.72%1.80%Q4 2023Q2 20243
SCHF SCHWAB STRATEGIC TR331.58%1.71%1.80%Q4 2023Q2 20243
MA MASTERCARD INCORPORATED331.37%1.54%1.64%Q4 2023Q2 20243
AMZN AMAZON COM INC330.88%1.53%1.96%Q4 2023Q2 20243
PEY INVESCO EXCHANGE TRADE...331.27%1.47%1.68%Q4 2023Q2 20243
DON WISDOMTREE TR331.39%1.46%1.54%Q4 2023Q2 20243
DGRO ISHARES TR331.27%1.44%1.59%Q4 2023Q2 20243
LAMR LAMAR ADVERTISING CO NEW331.40%1.42%1.42%Q4 2023Q2 20243
WMT WALMART INC331.24%1.39%1.49%Q4 2023Q2 20243
VTI VANGUARD INDEX FDS331.03%1.37%2.02%Q4 2023Q2 20243
SOXX ISHARES TR331.23%1.30%1.35%Q4 2023Q2 20243
TXN TEXAS INSTRS INC331.20%1.30%1.38%Q4 2023Q2 20243
PWB INVESCO EXCHANGE TRADE...331.26%1.29%1.34%Q4 2023Q2 20243
UNH UNITEDHEALTH GROUP INC331.12%1.27%1.37%Q4 2023Q2 20243
GIS GENERAL MLS INC331.15%1.24%1.39%Q4 2023Q2 20243
HD HOME DEPOT INC331.06%1.23%1.34%Q4 2023Q2 20243
PEP PEPSICO INC331.06%1.19%1.33%Q4 2023Q2 20243
DHI D R HORTON INC331.08%1.18%1.28%Q4 2023Q2 20243
DLR DIGITAL RLTY TR INC331.10%1.15%1.21%Q4 2023Q2 20243
JPM JPMORGAN CHASE & CO.331.08%1.15%1.20%Q4 2023Q2 20243
ROP ROPER TECHNOLOGIES INC331.10%1.14%1.18%Q4 2023Q2 20243
ACN ACCENTURE PLC IRELAND331.03%1.14%1.20%Q4 2023Q2 20243
MRK MERCK & CO INC331.08%1.14%1.22%Q4 2023Q2 20243
DE DEERE & CO331.03%1.12%1.18%Q4 2023Q2 20243
SO SOUTHERN CO331.09%1.12%1.18%Q4 2023Q2 20243
UL UNILEVER PLC331.03%1.09%1.12%Q4 2023Q2 20243
VPL VANGUARD INTL EQUITY I...330.99%1.06%1.11%Q4 2023Q2 20243
PAYX PAYCHEX INC330.95%1.03%1.07%Q4 2023Q2 20243
AMGN AMGEN INC330.98%1.02%1.06%Q4 2023Q2 20243
GILD GILEAD SCIENCES INC330.85%0.98%1.12%Q4 2023Q2 20243
NVDA NVIDIA CORPORATION330.63%0.97%1.37%Q4 2023Q2 20243
FNF FIDELITY NATIONAL FINA...330.84%0.96%1.07%Q4 2023Q2 20243
SDOG ALPS ETF TR330.86%0.95%1.05%Q4 2023Q2 20243
EMR EMERSON ELEC CO330.91%0.94%1.00%Q4 2023Q2 20243
NOC NORTHROP GRUMMAN CORP330.87%0.94%0.99%Q4 2023Q2 20243
EOG EOG RES INC330.72%0.91%1.04%Q4 2023Q2 20243
UNP UNION PAC CORP330.78%0.91%1.03%Q4 2023Q2 20243
WAT WATERS CORP330.73%0.85%0.91%Q4 2023Q2 20243
ORLY OREILLY AUTOMOTIVE INC330.70%0.83%0.92%Q4 2023Q2 20243
SCHD SCHWAB STRATEGIC TR330.73%0.81%0.89%Q4 2023Q2 20243
VOO VANGUARD INDEX FDS330.28%0.78%1.38%Q4 2023Q2 20243
SPGI S&P GLOBAL INC330.74%0.77%0.82%Q4 2023Q2 20243
SNY SANOFI330.69%0.77%0.82%Q4 2023Q2 20243
IEI ISHARES TR330.69%0.76%0.83%Q4 2023Q2 20243
BRKB BERKSHIRE HATHAWAY INC...330.47%0.70%1.03%Q4 2023Q2 20243
IEFA ISHARES TR330.54%0.65%0.81%Q4 2023Q2 20243
SPY SPDR S&P 500 ETF TR330.51%0.61%0.70%Q4 2023Q2 20243
XOM EXXON MOBIL CORP330.13%0.58%1.43%Q4 2023Q2 20243
NFLX NETFLIX INC330.48%0.49%0.51%Q4 2023Q2 20243
NVO NOVO-NORDISK A S330.27%0.32%0.35%Q4 2023Q2 20243
ORCL ORACLE CORP330.31%0.31%0.32%Q4 2023Q2 20243
BNL BROADSTONE NET LEASE INC330.25%0.31%0.40%Q4 2023Q2 20243
ETN EATON CORP PLC330.20%0.28%0.43%Q4 2023Q2 20243
LLY ELI LILLY & CO330.23%0.27%0.35%Q4 2023Q2 20243
IWB ISHARES TR330.20%0.27%0.32%Q4 2023Q2 20243
IWP ISHARES TR330.20%0.26%0.31%Q4 2023Q2 20243
IWF ISHARES TR330.21%0.25%0.27%Q4 2023Q2 20243
IVV ISHARES TR330.21%0.24%0.29%Q4 2023Q2 20243
FTNT FORTINET INC330.20%0.24%0.27%Q4 2023Q2 20243
NKE NIKE INC330.12%0.23%0.36%Q4 2023Q2 20243
V VISA INC330.20%0.22%0.24%Q4 2023Q2 20243
XLK SELECT SECTOR SPDR TR330.20%0.22%0.23%Q4 2023Q2 20243
GOOG ALPHABET INC330.18%0.21%0.25%Q4 2023Q2 20243
XLV SELECT SECTOR SPDR TR330.16%0.19%0.21%Q4 2023Q2 20243
EFA ISHARES TR330.14%0.16%0.18%Q4 2023Q2 20243
VUG VANGUARD INDEX FDS330.12%0.15%0.19%Q4 2023Q2 20243
VTV VANGUARD INDEX FDS330.11%0.15%0.18%Q4 2023Q2 20243
BLEND LABS INC330.01%0.02%0.02%Q4 2023Q2 20243
SCHO SCHWAB STRATEGIC TR221.16%1.90%2.63%Q1 2024Q2 20242
CSCO CISCO SYS INC221.65%1.78%1.91%Q4 2023Q1 20242
PXD PIONEER NAT RES CO221.32%1.32%1.33%Q4 2023Q1 20242
VOT VANGUARD INDEX FDS221.06%1.09%1.13%Q1 2024Q2 20242
GOVT ISHARES TR220.74%0.94%1.14%Q4 2023Q1 20242
DFAI DIMENSIONAL ETF TRUST220.91%0.92%0.92%Q1 2024Q2 20242
VGSH VANGUARD SCOTTSDALE FDS220.60%0.68%0.76%Q4 2023Q1 20242
SPMB SPDR SER TR220.55%0.68%0.81%Q4 2023Q1 20242
LMBS FIRST TR EXCHANGE-TRAD...220.50%0.57%0.64%Q4 2023Q1 20242
DIS DISNEY WALT CO220.12%0.47%0.81%Q4 2023Q1 20242
FTSM FIRST TR EXCHANGE-TRAD...220.37%0.43%0.50%Q4 2023Q1 20242
SHY ISHARES TR220.33%0.34%0.34%Q4 2023Q1 20242
SPIB SPDR SER TR220.23%0.27%0.31%Q1 2024Q2 20242
OEF ISHARES TR220.12%0.26%0.39%Q1 2024Q2 20242
FB META PLATFORMS INC220.16%0.23%0.30%Q1 2024Q2 20242
VEA VANGUARD TAX-MANAGED FDS220.16%0.18%0.21%Q1 2024Q2 20242
XLE SELECT SECTOR SPDR TR220.14%0.16%0.18%Q1 2024Q2 20242
VBR VANGUARD INDEX FDS220.14%0.16%0.17%Q1 2024Q2 20242
XLI SELECT SECTOR SPDR TR220.12%0.14%0.16%Q1 2024Q2 20242
RSP INVESCO EXCHANGE TRADE...220.12%0.13%0.14%Q1 2024Q2 20242
FV FIRST TR EXCHANGE-TRAD...220.12%0.13%0.13%Q1 2024Q2 20242
IJJ ISHARES TR220.11%0.12%0.13%Q1 2024Q2 20242
BSV VANGUARD BD INDEX FDS220.10%0.12%0.14%Q1 2024Q2 20242
VOE VANGUARD INDEX FDS220.11%0.12%0.13%Q1 2024Q2 20242
XLC SELECT SECTOR SPDR TR220.11%0.12%0.12%Q1 2024Q2 20242
PG PROCTER AND GAMBLE CO220.11%0.12%0.12%Q1 2024Q2 20242
GINKGO BIOWORKS HOLDIN...220.00%0.00%0.01%Q1 2024Q2 20242
FNDC SCHWAB STRATEGIC TR111.25%1.25%1.25%Q4 2023Q4 20231
CCI CROWN CASTLE INC110.94%0.94%0.94%Q4 2023Q4 20231
SPEM SPDR INDEX SHS FDS110.94%0.94%0.94%Q4 2023Q4 20231
IBM INTERNATIONAL BUSINESS...110.93%0.93%0.93%Q2 2024Q2 20241
ABT ABBOTT LABS110.88%0.88%0.88%Q4 2023Q4 20231
PFE PFIZER INC110.82%0.82%0.82%Q4 2023Q4 20231
GSK PLC110.81%0.81%0.81%Q4 2023Q4 20231
DVYE ISHARES INC110.74%0.74%0.74%Q4 2023Q4 20231
HEFA ISHARES TR110.27%0.27%0.27%Q2 2024Q2 20241
IEMG ISHARES INC110.17%0.17%0.17%Q2 2024Q2 20241
MBB ISHARES TR110.15%0.15%0.15%Q4 2023Q4 20231
XEL XCEL ENERGY INC110.15%0.15%0.15%Q4 2023Q4 20231
ADBE ADOBE INC110.12%0.12%0.12%Q1 2024Q1 20241
XLF SELECT SECTOR SPDR TR110.12%0.12%0.12%Q1 2024Q1 20241
RTX RTX CORPORATION110.10%0.10%0.10%Q2 2024Q2 20241
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The securities at the top of the list , including APPLE INC, BROADCOM INC, and MICROSOFT CORP, are the highest-conviction holdings of JPL Wealth Management, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by JPL Wealth Management, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that JPL Wealth Management, LLC owns currently or has owned in the past.