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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 $349,180,914
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Unitedhealth Group Inc
 UNH 43,317 $21,912,391 6.27%
2.
Broadcom Inc.
 AVGO 58,102 $13,470,308 3.85%
3.
Apple Inc.
 AAPL 51,474 $12,890,203 3.69%
4.
Schwab Strategic Trust
 FNDF 515,478 $12,402,404 3.55%
5.
Vanguard Index Fds
 33,431 $9,688,685 2.77%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)