JPL Wealth Management, LLC
Top Portfolio Positions
1,388 positions ·
$227,262,270 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
48,887 | $12,407,031 | 5.46% | |
| AVGO |
Broadcom Inc.
Technology
|
39,238 | $12,144,552 | 5.34% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
37,708 | $10,843,311 | 4.77% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
38,782 | $10,494,020 | 4.62% | |
| CVX |
Chevron Corp
Energy
|
42,557 | $8,805,042 | 3.87% | |
| CAT |
Caterpillar Inc
Industrials
|
12,410 | $8,791,987 | 3.87% | |
| XOM |
Exxon Mobil Corp
Energy
|
42,526 | $7,214,960 | 3.17% | |
| MSFT |
Microsoft Corp
Technology
|
19,321 | $7,152,054 | 3.15% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
11,260 | $6,499,046 | 2.86% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
6,508 | $6,484,765 | 2.85% |
Portfolio Trend
9 quarters · across all stocks
Holdings in CMDB
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $61 | 4 | Shares | Defined | 2026-05-08 | |
| 2025-09-30 | $57 | 4 | Shares | Defined | 2025-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||