JPL Wealth Management, LLC Q4 2024 Filing
Filed February 10, 2025
Portfolio Value
$349.2B
Holdings
121
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (121 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | HEFAISHARES TR | 12,110 | $420.8M | 0.12% | |
| 102 | XLKSELECT SECTOR SPDR TR | 1,587 | $369.1M | 0.11% | |
| 103 | TSLATESLA INC | 798 | $322.3M | 0.09% | |
| 104 | XLCSELECT SECTOR SPDR TR | 3,140 | $303.9M | 0.09% | |
| 105 | EFAISHARES TR | 4,016 | $303.6M | 0.09% | |
| 106 | IEMGISHARES INC | 5,770 | $301.3M | 0.09% | |
| 107 | NVONOVO-NORDISK A S | 3,475 | $298.9M | 0.09% | |
| 108 | RSPINVESCO EXCHANGE TRADED FD T | 1,698 | $297.6M | 0.09% | |
| 109 | PFEPFIZER INC | 11,204 | $297.3M | 0.09% | |
| 110 | XLESELECT SECTOR SPDR TR | 3,394 | $290.7M | 0.08% | |
| 111 | BSCRINVESCO EXCH TRD SLF IDX FD | 14,316 | $278.9M | 0.08% | |
| 112 | VEAVANGUARD TAX-MANAGED FDS | 5,701 | $272.6M | 0.08% | |
| 113 | IJJISHARES TR | 2,053 | $256.5M | 0.07% | |
| 114 | FAIFIRST TR EXCHANGE-TRADED FD | 4,199 | $248.0M | 0.07% | |
| 115 | HYDBISHARES TR | 5,263 | $247.4M | 0.07% | |
| 116 | SCHGSCHWAB STRATEGIC TR | 8,756 | $244.0M | 0.07% | |
| 117 | IBTOISHARES TR | 10,239 | $241.9M | 0.07% | |
| 118 | VOEVANGUARD INDEX FDS | 1,487 | $240.6M | 0.07% | |
| 119 | XELXCEL ENERGY INC | 3,323 | $224.4M | 0.06% | |
| 120 | PGPROCTER AND GAMBLE CO | 1,240 | $207.9M | 0.06% | |
| 121 | BLNDBLEND LABS INC | 10,000 | $42.1M | 0.01% |
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