Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
APPLE INC | 24,720 | +24,720 | $4,759 |
AAPL | 24,720 | +24,720 | $4,759 |
BROADCOM INC | 3,530 | +3,530 | $3,940 |
AVGO | 3,530 | +3,530 | $3,940 |
MICROSOFT CORP | 10,031 | +10,031 | $3,772 |
MSFT | 10,031 | +10,031 | $3,772 |
ISHARES TR (IGSB) | 57,125 | +57,125 | $2,929 |
IGSB | 57,125 | +57,125 | $2,929 |
CHEVRON CORP NEW | 19,501 | +19,501 | $2,909 |
CVX | 19,501 | +19,501 | $2,909 |
WISDOMTREE TR | 89,101 | +89,101 | $2,866 |
DES | 89,101 | +89,101 | $2,866 |
ALPHABET INC | 20,124 | +20,124 | $2,811 |
GOOGL | 20,124 | +20,124 | $2,811 |
CISCO SYS INC | 52,381 | +52,381 | $2,646 |
CSCO | 52,381 | +52,381 | $2,646 |
COSTCO WHSL CORP NEW | 3,984 | +3,984 | $2,630 |
COST | 3,984 | +3,984 | $2,630 |
THOMSON REUTERS CORP. | 17,807 | +17,807 | $2,604 |
TRI | 17,807 | +17,807 | $2,604 |
ISHARES TR (IJH) | 9,117 | +9,117 | $2,527 |
IJH | 9,117 | +9,117 | $2,527 |
SCHWAB STRATEGIC TR | 67,677 | +67,677 | $2,501 |
SCHF | 67,677 | +67,677 | $2,501 |
SCHWAB STRATEGIC TR | 52,814 | +52,814 | $2,495 |
SCHA | 52,814 | +52,814 | $2,495 |
ARES MANAGEMENT CORPORATION | 20,735 | +20,735 | $2,466 |
ARES | 20,735 | +20,735 | $2,466 |
ABBVIE INC | 15,713 | +15,713 | $2,435 |
ABBV | 15,713 | +15,713 | $2,435 |
CATERPILLAR INC | 8,093 | +8,093 | $2,393 |
CAT | 8,093 | +8,093 | $2,393 |
INVESCO EXCHANGE TRADED FD T (PEY) | 110,672 | +110,672 | $2,340 |
PEY | 110,672 | +110,672 | $2,340 |
MASTERCARD INCORPORATED | 5,342 | +5,342 | $2,278 |
MA | 5,342 | +5,342 | $2,278 |
INVESCO QQQ TR | 5,455 | +5,455 | $2,234 |
QQQ | 5,455 | +5,455 | $2,234 |
WISDOMTREE TR | 44,188 | +44,188 | $2,019 |
DON | 44,188 | +44,188 | $2,019 |
LAMAR ADVERTISING CO NEW | 18,603 | +18,603 | $1,977 |
LAMR | 18,603 | +18,603 | $1,977 |
HOME DEPOT INC | 5,376 | +5,376 | $1,863 |
HD | 5,376 | +5,376 | $1,863 |
PIONEER NAT RES CO | 8,131 | +8,131 | $1,828 |
PXD | 8,131 | +8,131 | $1,828 |
TEXAS INSTRS INC | 10,656 | +10,656 | $1,816 |
TXN | 10,656 | +10,656 | $1,816 |
ISHARES TR (DGRO) | 32,816 | +32,816 | $1,766 |
DGRO | 32,816 | +32,816 | $1,766 |
INVESCO EXCHANGE TRADED FD T (PWB) | 22,474 | +22,474 | $1,746 |
PWB | 22,474 | +22,474 | $1,746 |
SCHWAB STRATEGIC TR | 49,670 | +49,670 | $1,731 |
FNDC | 49,670 | +49,670 | $1,731 |
WALMART INC | 10,920 | +10,920 | $1,722 |
WMT | 10,920 | +10,920 | $1,722 |
ISHARES TR (SOXX) | 2,960 | +2,960 | $1,705 |
SOXX | 2,960 | +2,960 | $1,705 |
DIGITAL RLTY TR INC | 12,444 | +12,444 | $1,675 |
DLR | 12,444 | +12,444 | $1,675 |
ACCENTURE PLC IRELAND | 4,670 | +4,670 | $1,639 |
ACN | 4,670 | +4,670 | $1,639 |
SOUTHERN CO | 23,275 | +23,275 | $1,632 |
SO | 23,275 | +23,275 | $1,632 |
D R HORTON INC | 10,659 | +10,659 | $1,620 |
DHI | 10,659 | +10,659 | $1,620 |
DEERE & CO | 4,042 | +4,042 | $1,616 |
DE | 4,042 | +4,042 | $1,616 |
GENERAL MLS INC | 24,527 | +24,527 | $1,598 |
GIS | 24,527 | +24,527 | $1,598 |
ISHARES TR (GOVT) | 68,898 | +68,898 | $1,587 |
GOVT | 68,898 | +68,898 | $1,587 |
UNITEDHEALTH GROUP INC | 2,960 | +2,960 | $1,558 |
UNH | 2,960 | +2,960 | $1,558 |
GILEAD SCIENCES INC | 19,223 | +19,223 | $1,557 |
GILD | 19,223 | +19,223 | $1,557 |
MERCK & CO INC | 14,066 | +14,066 | $1,534 |
MRK | 14,066 | +14,066 | $1,534 |
ROPER TECHNOLOGIES INC | 2,802 | +2,802 | $1,528 |
ROP | 2,802 | +2,802 | $1,528 |
VANGUARD INTL EQUITY INDEX F (VPL) | 20,900 | +20,900 | $1,505 |
VPL | 20,900 | +20,900 | $1,505 |
JPMORGAN CHASE & CO | 8,774 | +8,774 | $1,493 |
JPM | 8,774 | +8,774 | $1,493 |
FIDELITY NATIONAL FINANCIAL | 29,181 | +29,181 | $1,489 |
FNF | 29,181 | +29,181 | $1,489 |
VANGUARD INDEX FDS (VTI) | 6,201 | +6,201 | $1,471 |
VTI | 6,201 | +6,201 | $1,471 |
PEPSICO INC | 8,640 | +8,640 | $1,467 |
PEP | 8,640 | +8,640 | $1,467 |
ALPS ETF TR (SDOG) | 28,373 | +28,373 | $1,454 |
SDOG | 28,373 | +28,373 | $1,454 |
AMGEN INC | 5,011 | +5,011 | $1,443 |
AMGN | 5,011 | +5,011 | $1,443 |
UNION PAC CORP | 5,847 | +5,847 | $1,436 |
UNP | 5,847 | +5,847 | $1,436 |
UNILEVER PLC | 29,513 | +29,513 | $1,431 |
UL | 29,513 | +29,513 | $1,431 |
NORTHROP GRUMMAN CORP | 2,891 | +2,891 | $1,353 |
NOC | 2,891 | +2,891 | $1,353 |
See Full List: All Stocks Held By JPL Wealth Management LLC
— Including:
Biggest new positions
Biggest exits
See Details: Top 10 Stocks Held By JPL Wealth Management LLC
Size ($ in 1000's)
At 12/31/2023: $138,843 At 09/30/2023: $0 JPL Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from JPL Wealth Management LLC 13F filings. Link to 13F filings: SEC filings |