JPL Wealth Management, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 10, 2025), JPL Wealth Management, LLC reported 121 stock positions worth $349.2 million. Its top holding was Unitedhealth (UNH) at 6.3% of the portfolio, followed by Broadcom (AVGO, 3.9%) and Apple (AAPL, 3.7%).
- Most Recent 13F
- Q2 2026
- Location
- GREENWOOD VILLAGE, CO
- CIK
- 0002010710
- Portfolio Value
- $349.2M (Q4 2024)
- SEC Filing
- 0002010710-25-000001 ↗ filed Feb 10, 2025
Holdings Value
Holdings 121 stocks · $349.2M
| UNH Unitedhealth Group Inc. | 6.28% | 43,317 | $21.9M | — |
| AVGO Broadcom Inc. | 3.86% | 58,102 | $13.5M | — |
| AAPL Apple Inc. | 3.69% | 51,474 | $12.9M | — |
| SCHO Schwab Short-Term US Treas | 3.55% | 515,478 | $12.4M | — |
| VTI VG Morningstar TS MKT ETF-US | 2.77% | 33,431 | $9.7M | — |
| MSFT Microsoft Corp. | 2.38% | 19,748 | $8.3M | — |
| GOOGL Alphabet Inc. Class A | 2.27% | 41,910 | $7.9M | — |
| IGSB iShares 1-5Y Inv Grade Corp. | 2.01% | 136,078 | $7.0M | — |
| IJH iShares Core S&P Midcap ETF | 1.96% | 109,634 | $6.8M | — |
| COST Costco Wholesale Corp. | 1.89% | 7,209 | $6.6M | — |
| CVX Chevron Corp. | 1.73% | 41,694 | $6.0M | — |
| ARES Ares Management Corp. Class A | 1.72% | 33,843 | $6.0M | — |
| AMZN Amazon.com Inc. | 1.69% | 26,954 | $5.9M | — |
| QQQ Invesco QQQ Trust Series 1 | 1.68% | 11,447 | $5.9M | — |
| WMT Walmart Inc. | 1.51% | 58,200 | $5.3M | — |
| CAT Caterpillar Inc. | 1.41% | 13,536 | $4.9M | — |
| OEF iShares S&P 100 ETF | 1.36% | 16,395 | $4.7M | — |
| TRI Thomson Reuters Corp. | 1.35% | 29,442 | $4.7M | — |
| DGRO iShares Core Dividend Growth | 1.35% | 76,601 | $4.7M | — |
| ABBV Abbvie Inc. | 1.32% | 25,953 | $4.6M | — |
| SDVY First Trust Smid Cap Rising | 1.31% | 127,868 | $4.6M | — |
| SCHD Schwab US DVD Equity ETF | 1.29% | 164,909 | $4.5M | — |
| SCHF Schwab Intl Equity ETF | 1.24% | 234,200 | $4.3M | — |
| DON Wisdomtree US Midcap Dividen | 1.23% | 83,973 | $4.3M | — |
| MA Mastercard Inc. Class A | 1.21% | 8,055 | $4.2M | — |
| IEI iShares 3-7 Year Treasury Bo | 1.18% | 35,710 | $4.1M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 1.17% | 9,031 | $4.1M | — |
| XOM Exxon Mobil Corp. | 1.16% | 37,581 | $4.0M | — |
| JPM JPMorgan Chase & Co. | 1.15% | 16,703 | $4.0M | — |
| PWB Invesco Large Cap Growth ETF | 1.14% | 39,195 | $4.0M | — |
| LAMR Lamar Advertising Co. Class A | 1.10% | 31,493 | $3.8M | — |
| ACN Accenture PLC Class A | 1.06% | 10,528 | $3.7M | — |
| PAYX Paychex Inc. | 1.05% | 26,145 | $3.7M | — |
| IEFA iShares Core MSCI Eafe ETF | 1.05% | 52,142 | $3.7M | — |
| TXN Texas Instruments Inc. | 1.05% | 19,504 | $3.7M | — |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 1.03% | 14,206 | $3.6M | — |
| SOXX iShares Semiconductor ETF | 1.01% | 16,410 | $3.5M | — |
| DHI D.R. Horton Inc. | 1.01% | 25,217 | $3.5M | — |
| DE Deere & Co. | 1.00% | 8,256 | $3.5M | — |
| DLR Digital Realty Trust Inc. | 0.99% | 19,487 | $3.5M | — |
| ROP Roper Technologies Inc. | 0.98% | 6,560 | $3.4M | — |
| GIS General Mills Inc. | 0.97% | 53,222 | $3.4M | — |
| NVDA Nvidia Corp. | 0.97% | 25,172 | $3.4M | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.96% | 15,215 | $3.3M | — |
| EOG EOG Resources Inc. | 0.95% | 27,073 | $3.3M | — |
| IWP iShares Russell Mid-Cap Grow | 0.95% | 26,157 | $3.3M | — |
| GILD Gilead Sciences Inc. | 0.92% | 34,912 | $3.2M | — |
| HD Home Depot Inc. | 0.91% | 8,209 | $3.2M | — |
| UL Unilever PLC | 0.91% | 56,115 | $3.2M | — |
| SO The Southern Co. | 0.90% | 38,350 | $3.2M | — |
| PEP Pepsico Inc. | 0.90% | 20,689 | $3.1M | — |
| ORLY O'reilly Automotive Inc. | 0.89% | 2,633 | $3.1M | — |
| EMR Emerson Electric Co. | 0.88% | 24,770 | $3.1M | — |
| VPL Vanguard Ftse Pacific ETF | 0.86% | 42,268 | $3.0M | — |
| DFAI Dimensional International Co. | 0.84% | 99,925 | $2.9M | — |
| WAT Waters Corp. | 0.83% | 7,855 | $2.9M | — |
| FNF Fidelity National Financial | 0.81% | 50,173 | $2.8M | — |
| NOC Northrop Grumman Corp. | 0.79% | 5,841 | $2.7M | — |
| PEG Public Service Enterprise GP | 0.78% | 32,142 | $2.7M | — |
| ADBE Adobe Inc. | 0.75% | 5,926 | $2.6M | — |
| AMGN Amgen Inc. | 0.74% | 9,917 | $2.6M | — |
| SDOG Alps Sector Dividend Dogs | 0.71% | 44,179 | $2.5M | — |
| SPGI S&P Global Inc. | 0.68% | 4,799 | $2.4M | — |
| VOO Vanguard S&P 500 ETF | 0.68% | 4,413 | $2.4M | — |
| SNY Sanofi-ADR | 0.65% | 47,212 | $2.3M | — |
| UNP Union Pacific Corp. | 0.65% | 9,882 | $2.3M | — |
| MS Morgan Stanley | 0.63% | 17,603 | $2.2M | — |
| ING ING Groep N.V.-Sponsored ADR | 0.59% | 131,084 | $2.1M | — |
| SPIB SS SPDR P Int C Corp. ETF | 0.52% | 55,046 | $1.8M | — |
| PSA Public Storage | 0.47% | 5,456 | $1.6M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.45% | 2,670 | $1.6M | — |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.39% | 19,630 | $1.4M | — |
| NFLX Netflix Inc. | 0.37% | 1,436 | $1.3M | — |
| GOVT iShares US Treasury Bond ETF | 0.29% | 44,279 | $1.0M | — |
| META Meta Platforms Inc. Class A | 0.28% | 1,672 | $979K | — |
| EPI Wisdomtree India Earnings | 0.25% | 19,060 | $863K | — |
| ETN Eaton Corp. PLC | 0.23% | 2,469 | $819K | — |
| ORCL Oracle Corp. | 0.23% | 4,760 | $793K | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.22% | 4,606 | $780K | — |
| LLY Eli Lilly & Co. | 0.20% | 899 | $694K | — |
| IWB iShares Russell 1000 ETF | 0.19% | 2,099 | $676K | — |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.19% | 3,394 | $673K | — |
| BSCU Invesco Bulletshares 2030 CB | 0.19% | 40,506 | $663K | — |
| BSCW Invesco Bulletshares 2032 CB | 0.19% | 32,514 | $654K | — |
| IWF iShares Russell 1000 Growth | 0.18% | 1,579 | $634K | — |
| GOOG Alphabet Inc. Class C | 0.18% | 3,329 | $634K | — |
| BSCS Invesco Bulletshares 2028 CB | 0.18% | 31,249 | $629K | — |
| FTNT Fortinet Inc. | 0.17% | 6,425 | $607K | — |
| V Visa Inc. Class A | 0.17% | 1,892 | $598K | — |
| PLTR Palantir Technologies Inc. Class A | 0.16% | 7,164 | $542K | — |
| SCHA Schwab US Small-Cap ETF | 0.15% | 20,732 | $536K | — |
| BNL Broadstone Net Lease Inc. | 0.15% | 32,358 | $513K | — |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.15% | 9,893 | $510K | — |
| SPMB SS SPDR P Mort Back Bond ETF | 0.14% | 22,599 | $487K | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.14% | 1,837 | $485K | — |
| QUAL iShares MSCI USA Quality Fac | 0.13% | 2,642 | $471K | — |
| MAR Marriott International Class A | 0.13% | 1,660 | $463K | — |
| IVV iShares Core S&P 500 ETF | 0.13% | 761 | $448K | — |
| MRK Merck & Co. Inc. | 0.12% | 4,274 | $425K | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.12% | 1,035 | $425K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,875 | $503.8M | SPYM, UNH, DYNF, SCHO, AVGO |
| Q1 2026Amended | 1,553 | $434.7M | SCHO, SPYM, AAPL, AVGO, DYNF |
| Q4 2025 | 114 | $410.5M | SCHO, UNH, AVGO, AAPL, GOOGL |
| Q3 2025 | 1,190 | $421.3M | SCHO, UNH, AVGO, AAPL, VTI |
| Q2 2025 | 112 | $370.6M | SCHO, UNH, AVGO, VTI, AAPL |
| Q1 2025Amended | 114 | $350.6M | UNH, SCHO, AAPL, VTI, AVGO |
| Q4 2024 | 121 | $349.2M | UNH, AVGO, AAPL, SCHO, VTI |
| Q2 2024 | 104 | $204.2M | AAPL, AVGO, MSFT, SCHO, GOOGL |
| Q1 2024 | 111 | $181.1M | AAPL, AVGO, MSFT, CVX, GOOGL |