JPL Wealth Management, LLC

Q1 2025 13F Holdings

  • Location
    highlands ranch, CO
  • Num holdings

    114

  • Value ($000)

    $350,601

  • Date Filed
    05/13/2025
  • Form type
    restatement
  • CIK
    0002010710
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
UNH
UNH

UNITEDHEALTH GROUP INC

COM
91324P102
$23.06M
7 %

44,023

SCHO
SCHO

SCHWAB STRATEGIC TR

SHT TM US TRES
808524862
$14.07M
4 %

578,166

AAPL
AAPL

APPLE INC

COM
037833100
$11.48M
3 %

51,678

VTI
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$9.78M
3 %

35,585

AVGO
AVGO

BROADCOM INC

COM
11135F101
$8.33M
2 %

49,777

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$7.86M
2 %

20,928

IGSB
IGSB

ISHARES TR

ISHS 1-5YR INVS
464288646
$7.51M
2 %

143,325

CHV
CHV

CHEVRON CORP NEW

COM
166764100
$7.26M
2 %

43,422

COST
COST

COSTCO WHSL CORP NEW

COM
22160K105
$6.69M
2 %

7,069

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$6.52M
2 %

42,156

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