Portfolio (Quarterly)
Guide ↗
JPL Wealth Management, LLC
· CIK 0002010710| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | THOMSON REUTERS CORP | — | 1,891 | $170K | 0.04% | SOLD |
| 2 | IAGG | ISHARES TR | — | 2,001 | $100K | 0.02% | SOLD |
| 3 | HON | HONEYWELL INTL INC | Industrials | 139 | $32K | 0.01% | SOLD |
| 4 | MASI | MASIMO CORP | Healthcare | 156 | $28K | 0.01% | SOLD |
| 5 | VGIT | VANGUARD SCOTTSDALE FDS | — | 462 | $28K | 0.01% | SOLD |
| 6 | SNAP | SNAP INC | Communication Services | 2,409 | $11K | 0.00% | SOLD |
| 7 | HUBS | HUBSPOT INC | Technology | 44 | $11K | 0.00% | SOLD |
| 8 | STKL | SUNOPTA INC | Consumer Defensive | 1,240 | $8K | 0.00% | SOLD |
| 9 | FFIC | FLUSHING FINL CORP | Financial Services | 449 | $7K | 0.00% | SOLD |
| 10 | DD | DUPONT DE NEMOURS INC | Basic Materials | 141 | $6K | 0.00% | SOLD |
| 11 | INGR | INGREDION INC | Consumer Defensive | 50 | $6K | 0.00% | SOLD |
| 12 | PAGS | PAGSEGURO DIGITAL LTD | Technology | 555 | $6K | 0.00% | SOLD |
| 13 | CTRA | COTERRA ENERGY INC | Energy | 150 | $5K | 0.00% | SOLD |
| 14 | AOS | SMITH A O CORP | Industrials | 71 | $5K | 0.00% | SOLD |
| 15 | NSA | NATIONAL STORAGE AFFILIATES | Real Estate | 100 | $4K | 0.00% | SOLD |
| 16 | WF | WOORI FINL GROUP INC | Financial Services | 52 | $3K | 0.00% | SOLD |
| 17 | WMS | ADVANCED DRAIN SYS INC DEL | Industrials | 25 | $3K | 0.00% | SOLD |
| 18 | — | AIR LEASE CORP | — | 48 | $3K | 0.00% | SOLD |
| 19 | LI | LI AUTO INC | Consumer Cyclical | 170 | $3K | 0.00% | SOLD |
| 20 | TTD | THE TRADE DESK INC | Technology | 128 | $3K | 0.00% | SOLD |
Sector Allocation
Technology
22.8%
Healthcare
14.8%
Financial Services
13.9%
Industrials
11.9%
Consumer Cyclical
8.6%
Communication Services
6.8%
Consumer Defensive
6.8%
Energy
6.0%
Real Estate
4.9%
Utilities
3.2%