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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 $503,835,011
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 KRE 271,169 $23,830,307 4.73%
2.
Unitedhealth Group Inc
 UNH 39,056 $16,232,857 3.22%
3.
Blackrock Etf Trust
 DYNF 221,404 $15,057,656 2.99%
4.
Schwab Strategic Trust
 SCHD 617,375 $14,903,421 2.96%
5.
Broadcom Inc.
 AVGO 37,357 $14,111,433 2.8%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.