JPL Wealth Management, LLC
CIK 2010710 · Holdings on Dec 31, 2023 · First reported Feb 9, 2024
Top ten holdings
Q4 2023- AAPL3.43%
- AVGO2.84%
- MSFT2.72%
- IGSB2.11%
- CVX2.10%
- DES2.06%
- GOOGL2.02%
- CSCO1.91%
- COST1.89%
- TRI1.88%
Share classes counted separately22.96%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AAPLAPPLE INC View history and evidence | $4.76M | 3.43% | 24.72K shares | Prior unavailable — | — | ↗▾ |
| 02 | AVGOBROADCOM INC View history and evidence | $3.94M | 2.84% | 3.53K shares | Prior unavailable — | — | ↗▾ |
| 03 | MSFTMICROSOFT CORP View history and evidence | $3.77M | 2.72% | 10.03K shares | Prior unavailable — | — | ↗▾ |
| 04 | IGSBISHARES 1-5Y INV GRADE CORPISHS 1-5YR INVS View history and evidence | $2.93M | 2.11% | 57.13K shares | Prior unavailable — | — | ↗▾ |
| 05 | CVXCHEVRON CORP View history and evidence | $2.91M | 2.10% | 19.50K shares | Prior unavailable — | — | ↗▾ |
| 06 | DESWISDOMTREE US SMALLCAP DIVIDUS SMALLCAP DIVD View history and evidence | $2.87M | 2.06% | 89.10K shares | Prior unavailable — | — | ↗▾ |
| 07 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $2.81M | 2.02% | 20.12K shares | Prior unavailable — | — | ↗▾ |
| 08 | CSCOCISCO SYSTEMS INC View history and evidence | $2.65M | 1.91% | 52.38K shares | Prior unavailable — | — | ↗▾ |
| 09 | COSTCOSTCO WHOLESALE CORP View history and evidence | $2.63M | 1.89% | 3.98K shares | Prior unavailable — | — | ↗▾ |
| 10 | TRITHOMSON REUTERS CORP View history and evidence | $2.60M | 1.88% | 17.81K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2010710 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-02-09
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 138843403
}Research all 100 reported holdings.
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