Chief Compliance Officer and Partner

0001221073-24-000042.txt : 20240510 0001221073-24-000042.hdr.sgml : 20240510 20240510123614 ACCESSION NUMBER: 0001221073-24-000042 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240510 DATE AS OF CHANGE: 20240510 EFFECTIVENESS DATE: 20240510 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: 24933806 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 03-31-2024 03-31-2024 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 04-18-2024 0 111 181147751 INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 3253414 17866 SH SOLE 0 0 17866 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 BBG001SCXK90 2178237 6284 SH SOLE 0 0 6284 ADOBE INC COM 00724F101 BBG001S5NCQ5 218434 433 SH SOLE 0 0 433 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 3915194 25940 SH SOLE 0 0 25940 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 326355 2143 SH SOLE 0 0 2143 ALPS ETF TR SECTR DIV DOGS 00162Q858 BBG0035HP7H9 1717483 31835 SH SOLE 0 0 31835 AMAZON COM INC COM 023135106 BBG001S5PQL7 3178073 17619 SH SOLE 0 0 17619 AMGEN INC COM 031162100 BBG001S5NNL6 1768507 6220 SH SOLE 0 0 6220 APPLE INC COM 037833100 BBG001S5N8V8 5785946 33741 SH SOLE 0 0 33741 ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 BBG0068KVVC7 3188198 23975 SH SOLE 0 0 23975 BERKSHIRE HATHAWAY 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