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Home > Institutional Investor > Jpl Wealth Management, Llc > Profile

Instuitional Investor - Jpl Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Jpl Wealth Management, Llc
Portfolio Value $255,489,213
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 45,272 $7,763,327 3.04%
2.
Broadcom Inc.
 AVGO 5,288 $7,008,656 2.74%
3.
Microsoft Corp
 MSFT 16,082 $6,766,112 2.65%
4.
Chevron Corp
 CVX 36,190 $5,708,597 2.23%
5.
Vanguard Index Fds - S&P 500 ETF SHS
 11,112 $5,341,476 2.09%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)