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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 $138,843,403
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 24,720 $4,759,432 3.42%
2.
Broadcom Inc.
 AVGO 3,530 $3,940,314 2.83%
3.
Microsoft Corp
 MSFT 10,031 $3,771,879 2.71%
4.
Ishares Tr
 57,125 $2,929,092 2.1%
5.
Chevron Corp
 CVX 19,501 $2,908,805 2.09%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)