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| Name: |
JPL Wealth Management LLC |
| City: |
HIGHLANDS RANCH |
| State: |
CO |
| Zip: |
80129 |
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data |
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| Holdings
Found :
10 |
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Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
GOVT |
Ishares Barclays Us Treasur... |
62 |
- |
$0.00 |
$1,338,000 |
58,763 |
0.74% |
-249,000 |
-10,135 |
0.001 |
N/A |
|
|
MBG |
Spdr Brcly Captl Mrtg Bkd |
67 |
- |
$21.53 |
$990,000 |
45,584 |
0.55% |
-137,000 |
-5,473 |
0.008 |
Gambling/Resorts |
|
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BRK.B |
Berkshire Hathaway B |
71 |
- |
$413.12 |
$859,000 |
2,042 |
0.47% |
31,000 |
-280 |
0 |
Property & Casualty I... |
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FTSM |
First Trust Enhanced Short ... |
72 |
- |
$59.74 |
$672,000 |
11,265 |
0.37% |
-17,000 |
-289 |
0.001 |
N/A |
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BNL |
Broadstone Net Lease Inc |
77 |
- |
$15.65 |
$507,000 |
32,373 |
0.28% |
-51,000 |
-10 |
0.017 |
N/A |
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NKE |
Nike Inc B |
86 |
- |
$91.77 |
$410,000 |
4,362 |
0.23% |
-85,000 |
-194 |
0 |
Textile - Apparel Foo... |
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VUG |
Vanguard Growth VIPERS |
96 |
- |
$350.32 |
$269,000 |
781 |
0.15% |
10,000 |
-53 |
0 |
Closed - End Fund - E... |
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VTV |
Vanguard Value VIPERS |
97 |
- |
$163.21 |
$261,000 |
1,602 |
0.14% |
6,000 |
-103 |
0 |
Closed - End Fund - E... |
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XOM |
Exxon Mobil Corp |
101 |
- |
$117.87 |
$242,000 |
2,085 |
0.13% |
20,000 |
-133 |
0 |
Integrated Oil & Gas |
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DIS |
Walt Disney Co |
107 |
- |
$103.37 |
$217,000 |
1,777 |
0.12% |
-911,000 |
-10,714 |
0 |
Entertainment - Diver... |
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