Compliance Consultant

0002010710-25-000001.txt : 20250210 0002010710-25-000001.hdr.sgml : 20250210 20250210102056 ACCESSION NUMBER: 0002010710-25-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20241231 FILED AS OF DATE: 20250210 DATE AS OF CHANGE: 20250210 EFFECTIVENESS DATE: 20250210 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: 25604099 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 12-31-2024 12-31-2024 JPL Wealth Management, LLC

1745 SHEA CENTER DR FL 4TH HIGHLANDS RANCH CO 80129

13F HOLDINGS REPORT 028-23678 N Molly Wheeler Compliance Consultant 720-343-1278 Molly Wheeler Broomfield CO 02-10-2025 1 140 349180914 false 1 0001423442 O'SHAUGHNESSY ASSET MANAGEMENT, LLC INFORMATION TABLE 2 13fq42024.xml ABBVIE INC COM 00287Y109 4611821 25953 SH SOLE 25953 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 3703638 10528 SH SOLE 10528 0 0 ADOBE INC COM 00724F101 2635123 5926 SH SOLE 5926 0 0 ALPHABET INC CAP STK CL C 02079K107 416409 2187 SH SOLE 2187 0 0 ALPHABET INC CAP STK CL A 02079K305 7429474 39247 SH SOLE 39247 0 0 ALPHABET INC CAP STK CL C 02079K107 217400 1142 SH DFND 0001423442 1142 0 0 ALPHABET INC CAP STK CL A 02079K305 504106 2663 SH DFND 0001423442 2663 0 0 ALPS ETF TR SECTR DIV DOGS 00162Q858 2496623 44179 SH SOLE 44179 0 0 AMAZON COM INC COM 023135106 5290758 24116 SH SOLE 24116 0 0 AMAZON COM INC COM 023135106 622629 2838 SH DFND 0001423442 2838 0 0 AMGEN INC COM 031162100 2584886 9917 SH SOLE 9917 0 0 APPLE INC COM 037833100 11704464 46739 SH SOLE 46739 0 0 APPLE INC COM 037833100 1185739 4735 SH DFND 0001423442 4735 0 0 ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 5991149 33843 SH SOLE 33843 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3809254 8404 SH SOLE 8404 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 284207 627 SH DFND 0001423442 627 0 0 BLEND LABS INC CL A 09352U108 42100 10000 SH SOLE 10000 0 0 BROADCOM INC COM 11135F101 12454385 53720 SH SOLE 53720 0 0 BROADCOM INC COM 11135F101 1015923 4382 SH DFND 0001423442 4382 0 0 BROADSTONE NET LEASE INC COM 11135E203 513198 32358 SH SOLE 32358 0 0 CATERPILLAR INC COM 149123101 4513682 12443 SH SOLE 12443 0 0 CATERPILLAR INC COM 149123101 396497 1093 SH DFND 0001423442 1093 0 0 CHEVRON CORP NEW COM 166764100 6038916 41694 SH SOLE 41694 0 0 COSTCO WHSL CORP NEW COM 22160K105 5989630 6537 SH SOLE 6537 0 0 COSTCO WHSL CORP NEW COM 22160K105 615734 672 SH DFND 0001423442 672 0 0 D R HORTON INC COM 23331A109 3525812 25217 SH SOLE 25217 0 0 DEERE & CO COM 244199105 3498124 8256 SH SOLE 8256 0 0 DIGITAL RLTY TR INC COM 253868103 3455633 19487 SH SOLE 19487 0 0 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 2917800 99925 SH SOLE 99925 0 0 EATON CORP PLC SHS G29183103 284745 858 SH SOLE 858 0 0 EATON CORP PLC SHS G29183103 534643 1611 SH DFND 0001423442 1611 0 0 ELI LILLY & CO COM 532457108 471096 610 SH SOLE 610 0 0 ELI LILLY & CO COM 532457108 223108 289 SH DFND 0001423442 289 0 0 EMERSON ELEC CO COM 291011104 3069807 24770 SH SOLE 24770 0 0 EOG RES INC COM 26875P101 3318623 27073 SH SOLE 27073 0 0 EXXON MOBIL CORP COM 30231G102 4042535 37581 SH SOLE 37581 0 0 FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 2816692 50173 SH SOLE 50173 0 0 FIRST TR EXCHANGE-TRADED FD DORSEY WRT 5 ETF 33738R605 247993 4199 SH SOLE 4199 0 0 FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 33741X102 4584065 127868 SH SOLE 127868 0 0 FORTINET INC COM 34959E109 607034 6425 SH SOLE 6425 0 0 GENERAL MLS INC COM 370334104 3393938 53222 SH SOLE 53222 0 0 GILEAD SCIENCES INC COM 375558103 3224845 34912 SH SOLE 34912 0 0 HOME DEPOT INC COM 437076102 3193341 8209 SH SOLE 8209 0 0 ING GROEP N.V. 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