JPL Wealth Management, LLC

13F Portfolio Filings

Most recent 13F
Q1 2024
Location
Highlands Ranch, CO
CIK
0002010710
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2024 111 181,147 AAPL, AVGO, MSFT, CVX 13F-HR 5/10/2024 000122107324000042
Q4 2023 100 138,843 AAPL, AVGO, MSFT, IGSB 13F-HR 2/9/2024 000122107324000016