JPL Wealth Management, LLC

Q4 2024 13F Holdings Report, Stock Holdings

Signature - Title
Molly Wheeler - Compliance Consultant
Location
Highlands Ranch, CO
Holdings as of
December 31, 2024
Value $
$349M
Num holdings
121
Date filed
2/10/2025, 10:20 AM
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included UNH, AVGO, AAPL, SCHO, and VTI.
Previous filing
Q2 2024 - Aug 1, 2024
Next filing
Q1 2025 - May 13, 2025
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2024 Q4 compared to 2024 Q2 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Molly Wheeler Compliance Consultant Broomfield, Colorado 2/10/2025

Other Included Managers (1):

Num Name Location File Number
1 O'shaughnessy Asset Management, Llc Stamford, CT