Portfolio (Quarterly)
Guide ↗
JPL Wealth Management, LLC
· CIK 0002010710| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | HCKT | HACKETT GROUP INC | Technology | 220 | $3K | 0.00% | SOLD |
| 22 | ALSN | ALLISON TRANSMISSION HLDGS I | Consumer Cyclical | 24 | $3K | 0.00% | SOLD |
| 23 | SR | SPIRE INC | Utilities | 31 | $3K | 0.00% | SOLD |
| 24 | NIC | NICOLET BANKSHARES INC | Financial Services | 18 | $3K | 0.00% | SOLD |
| 25 | PJT | PJT PARTNERS INC | Financial Services | 19 | $3K | 0.00% | SOLD |
| 26 | BCE | BCE INC | Communication Services | 101 | $3K | 0.00% | SOLD |
| 27 | DLX | DELUXE CORP MEDIUM TERM NTS | Communication Services | 91 | $3K | 0.00% | SOLD |
| 28 | PUK | PRUDENTIAL PLC | Financial Services | 85 | $2K | 0.00% | SOLD |
| 29 | CPK | CHESAPEAKE UTILS CORP | Utilities | 19 | $2K | 0.00% | SOLD |
| 30 | HTBK | HERITAGE COMM CORP | Financial Services | 191 | $2K | 0.00% | SOLD |
| 31 | REFI | CHICAGO ATLANTIC REAL ESTATE | Real Estate | 192 | $2K | 0.00% | SOLD |
| 32 | SITE | SITEONE LANDSCAPE SUPPLY INC | Industrials | 16 | $2K | — | SOLD |
| 33 | LCII | LCI INDS | Consumer Cyclical | 17 | $2K | — | SOLD |
| 34 | QTWO | Q2 HLDGS INC | Technology | 44 | $2K | — | SOLD |
| 35 | WEX | WEX INC | Technology | 13 | $2K | — | SOLD |
| 36 | AGO | ASSURED GUARANTY LTD | Financial Services | 24 | $2K | — | SOLD |
| 37 | BILI | BILIBILI INC | Technology | 85 | $2K | — | SOLD |
| 38 | YORW | YORK WTR CO | Utilities | 61 | $2K | — | SOLD |
| 39 | GPK | GRAPHIC PACKAGING HLDG CO | Consumer Cyclical | 179 | $2K | — | SOLD |
| 40 | PCOR | PROCORE TECHNOLOGIES INC | Technology | 29 | $2K | — | 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%