Back to JPL Wealth Management, LLC

JPL Wealth Management, LLC

All holdings · as of Dec 31, 2025

114 positions

CompanyClassValueShares% of portfolio
Northrop Grumman Corp$3.28M5,7510.8%
SOUTHERN CO$3.25M37,2870.8%
EMERSON ELECTRIC CO$3.19M24,0350.8%
AMGEN INC$3.18M9,7190.8%
Morgan Stanley$3.15M17,7560.8%
PEPSICO INC$3.10M21,6060.8%
Digital Realty Trust Inc$2.99M19,3020.7%
ISHARES TR$2.93M21,3900.7%
Waters Corp$2.93M7,7060.7%
Fidelity National Financial Inc$2.80M51,2600.7%
ALPS ETF TR$2.78M45,9110.7%
HOME DEPOT, INC.$2.76M8,0320.7%
PAYCHEX INC$2.63M23,4810.6%
EQUITABLE HOLDINGS, INC.$2.59M54,3230.6%
ROPER TECHNOLOGIES INC$2.53M5,6940.6%
PUBLIC SERVICE ENTERPRISE GROUP INC$2.49M30,9990.6%
SPDR SERIES TRUST$2.42M71,6960.6%
VANGUARD INDEX FDS$2.39M3,8160.6%
S&P Global Inc.$2.36M4,5250.6%
EA SERIES TRUST$1.95M35,4280.5%
iShares MSCI UAE ETF$1.60M69,6200.4%
EA SERIES TRUST$1.58M32,4790.4%
SPDR S&P 500 ETF TR$1.49M2,1850.4%
INVESCO EXCH TRD SLF IDX FD$1.45M70,4560.4%
Netflix Inc$1.30M13,8640.3%
Public Storage$1.26M4,8510.3%
INVESCO EXCH TRD SLF IDX FD$1.20M70,9200.3%
Palantir Technologies Inc$1.17M6,5760.3%
INVESCO EXCH TRD SLF IDX FD$1.16M55,5050.3%
EA SERIES TRUST$1.04M20,2680.3%
ISHARES TR$1.02M19,0180.2%
Meta Platforms Inc$935.1K1,4170.2%
SPDR SERIES TRUST$865.1K38,5940.2%
ELI LILLY & Co$839.3K7810.2%
ORACLE CORP$836.9K4,2940.2%
EA SERIES TRUST$820.2K7,1260.2%
Alphabet Inc.$781.6K2,4910.2%
WISDOMTREE TR$750.4K16,2100.2%
ISHARES TR$660.3K9640.2%
Tesla Inc$622.6K1,3840.2%
Broadstone Net Lease, Inc.$562.1K32,3580.1%
Fortinet Inc$509.0K6,4100.1%
Marriott International Inc/MD$504.1K1,6250.1%
VANGUARD SCOTTSDALE FDS$470.3K3,8630.1%
ISHARES TR$437.3K1,1710.1%
ISHARES TR$426.0K17,3470.1%
ISHARES TR$419.5K8,8600.1%
ISHARES TR$380.8K3,9650.1%
SCHWAB STRATEGIC TR$364.8K12,8080.1%
ISHARES TR$348.2K8,4190.1%
← PrevPage 2 of 3Next →