Chief Compliance Officer and Partner

0001221073-24-000016.txt : 20240209 0001221073-24-000016.hdr.sgml : 20240209 20240209161031 ACCESSION NUMBER: 0001221073-24-000016 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240209 DATE AS OF CHANGE: 20240209 EFFECTIVENESS DATE: 20240209 FILER: COMPANY DATA: COMPANY CONFORMED NAME: JPL Wealth Management, LLC CENTRAL INDEX KEY: 0002010710 ORGANIZATION NAME: IRS NUMBER: 934042149 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23678 FILM NUMBER: 24614949 BUSINESS ADDRESS: STREET 1: 1745 SHEA CENTER DR STREET 2: FL 4TH CITY: HIGHLANDS RANCH STATE: CO ZIP: 80129 BUSINESS PHONE: (303) 529-3637 MAIL ADDRESS: STREET 1: 1745 SHEA CENTER DR STREET 2: FL 4TH CITY: HIGHLANDS RANCH STATE: CO ZIP: 80129 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0002010710 XXXXXXXX 12-31-2023 12-31-2023 false JPL Wealth Management, LLC

1745 SHEA CENTER DR FL 4TH HIGHLANDS RANCH CO 80129

13F HOLDINGS REPORT 028-23678 000328474 801-128893 N Joel Johnson Chief Compliance Officer and Partner 303-859-3583 /s/Joel Johnson Highlands Ranch CO 02-08-2024 0 100 138843403 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 BBG001S5N9M6 1226464 11143 SH SOLE 0 0 11143 ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 2435092 15713 SH SOLE 0 0 15713 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 BBG001SCXK90 1638575 4670 SH SOLE 0 0 4670 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 2811065 20124 SH SOLE 0 0 20124 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 279240 1981 SH SOLE 0 0 1981 ALPS ETF TR SECTR DIV DOGS 00162Q858 BBG0035HP7H9 1454415 28373 SH SOLE 0 0 28373 AMAZON COM INC COM 023135106 BBG001S5PQL7 1218742 8021 SH SOLE 0 0 8021 AMGEN INC COM 031162100 BBG001S5NNL6 1443201 5011 SH SOLE 0 0 5011 APPLE INC COM 037833100 BBG001S5N8V8 4759432 24720 SH SOLE 0 0 24720 ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 BBG0068KVVC7 2465865 20735 SH SOLE 0 0 20735 BERKSHIRE 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