JPL Wealth Management, LLC
Q4 2024 13F Holdings
- Locationhighlands ranch, CO
- Num holdings
121
- Value ($000)
$349,181
- Date Filed02/10/2025
- Form type13F-HR
- CIK0002010710
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
UNH UNITEDHEALTH GROUP INC | COM | 91324P102 | $21.91M | 6 % | 43,317 | ||
AVGO BROADCOM INC | COM | 11135F101 | $13.47M | 4 % | 58,102 | ||
AAPL APPLE INC | COM | 037833100 | $12.89M | 4 % | 51,474 | ||
SCHO SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 | $12.40M | 4 % | 515,478 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $9.69M | 3 % | 33,431 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $8.32M | 2 % | 19,748 | ||
GOOGL ALPHABET INC | CAP STK CL A | 02079K305 | $7.93M | 2 % | 41,910 | ||
IGSB ISHARES TR | ISHS 1-5YR INVS | 464288646 | $7.04M | 2 % | 136,078 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $6.83M | 2 % | 109,634 | ||
COST COSTCO WHSL CORP NEW | COM | 22160K105 | $6.61M | 2 % | 7,209 |
Rows Per Page
1 - 10 of 12110
- 10
- 50
- 100