StockDriftsStockDriftsTop 50 JPL Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHO | SCHWAB STRATEGIC TR | 3.63% | 650.3K | $15.8M | +6.05%(+37.12K) | $24.23(-0.59%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 3.19% | 181.3K | $13.9M | +89.74%(+85.75K) | $74.57(+17.57%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.85% | 48.9K | $12.4M | -0.94%(-463) | $196.85(+56.78%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 2.79% | 39.2K | $12.1M | -6.73%(-2.83K) | $125.92(+186.26%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 2.79% | 208.3K | $12.1M | +38.65%(+58.07K) | $59.80(+12.26%) | 2026-03-31 | |
| CAOS | EA SERIES TRUST | 2.74% | 131.0K | $11.9M | +22.37%(+23.96K) | $89.77(+0.78%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.49% | 37.7K | $10.8M | -3.72%(-1.46K) | $153.22(+134.89%) | 2026-03-31 | |
| AAEQ | EA SERIES TRUST | 2.45% | 229.4K | $10.7M | -0.00%(-5) | $50.29(+5.48%) | 2026-03-31 | |
| UNH | UNITEDHEALTH GROUP INC | 2.41% | 38.8K | $10.5M | -13.99%(-6.31K) | $525.70(-19.09%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 2.14% | 29.1K | $9.3M | -1.34%(-395) | $264.78(+39.27%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.61% | +24.60% |
| Top 20 Holdings Unweighted | +10.85% | +36.22% |
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