Holdings
JPL Wealth Management, LLC
As of Jun 30, 2026, JPL Wealth Management, LLC reported 1,592 positions worth US$225M. Largest: Unitedhealth Group Incorporated, Alphabet Inc (google) Class C and Broadcom Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Unitedhealth Group Incorporated | 39,056 | US$16.2M | +274 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 39,756 | US$14.2M | −797 | Jun 30, 2026 |
| Broadcom Inc. | 37,357 | US$14.1M | −1,881 | Jun 30, 2026 |
| Apple Inc | 48,524 | US$14M | −363 | Jun 30, 2026 |
| Caterpillar, Inc. | 11,851 | US$12.6M | −559 | Jun 30, 2026 |
| Microsoft Corp. | 19,306 | US$7.2M | −15 | Jun 30, 2026 |
| Chevron Corporation | 41,506 | US$6.88M | −1,051 | Jun 30, 2026 |
| Abbvie Inc. | 25,639 | US$6.45M | −1,249 | Jun 30, 2026 |
| Amazon.com, Inc. | 26,738 | US$6.37M | +320 | Jun 30, 2026 |
| Costco Wholesale Corporation | 6,435 | US$6.02M | −73 | Jun 30, 2026 |