Long-term investor
Jpl Wealth Management, LLC @jplwealthmanagementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002010710).
Record
- Tracked since 2025-06-30 (473 days), 87 trades recorded
- Returns: week n/a · month n/a · 90 days -1.9% · 6 months -1.9% · 1 year +1.5% · all +1.5%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78464A854 · 4.7% · long · since 2025-09-30
- UNH · 3.2% · long · since 2025-06-30
- 09290C103 · 3.0% · long · since 2025-09-30
- 808524862 · 3.0% · long · since 2025-06-30
- AVGO · 2.8% · long · since 2025-06-30
- AAPL · 2.8% · long · since 2025-06-30
- GOOGL · 2.6% · long · since 2025-06-30
- 02072L516 · 2.5% · long · since 2025-12-31
- CAT · 2.5% · long · since 2025-06-30
- 02072Q358 · 2.4% · long · since 2025-12-31
- 46138E339 · 2.2% · long · since 2025-09-30
- 922908769 · 2.2% · long · since 2025-06-30