Jeppson Wealth Management
Latest statistics and disclosures from Jeppson Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are STIP, AAPL, LMT, VTIP, NVDA, and represent 24.07% of Jeppson Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: WMT, DIS, BXP, BHP, GBTC, D, KWEB, VLO, GE, DELL.
- Started 13 new stock positions in DELL, TSM, GPC, BXP, GE, TEF, KWEB, Proshares Tr Ultrashort Qqq, BAX, GBTC. EW, MRVL, VLO.
- Reduced shares in these 10 stocks: LLY, NEM, JD, CC, NVDA, LEG, BIDU, SIL, , XOM.
- Sold out of its positions in BIDU, CC, EXPE, SIL, JD, LICY, LEG, NEM.
- Jeppson Wealth Management was a net buyer of stock by $1.6M.
- Jeppson Wealth Management has $258M in assets under management (AUM), dropping by 6.72%.
- Central Index Key (CIK): 0001831263
Tip: Access up to 7 years of quarterly data
Positions held by Jeppson Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelPortfolio Holdings for Jeppson Wealth Management
Jeppson Wealth Management holds 208 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Ishares 0-5 Year Tips Bond Etf Etf (STIP) | 7.4 | $19M | 191k | 99.43 |
|
|
Apple Stock (AAPL) | 6.7 | $17M | 101k | 171.48 |
|
|
Lockheed Martin Corp Stock (LMT) | 3.9 | $10M | 22k | 454.87 |
|
|
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP) | 3.1 | $8.0M | 166k | 47.89 |
|
|
Nvidia Corporation Stock (NVDA) | 3.1 | $7.9M | -3% | 8.7k | 903.56 |
|
Exxon Mobil Corp Stock (XOM) | 2.5 | $6.4M | -2% | 55k | 116.24 |
|
Disney Walt Stock (DIS) | 2.3 | $5.9M | +16% | 48k | 122.36 |
|
Microsoft Corp Stock (MSFT) | 2.3 | $5.9M | -2% | 14k | 420.72 |
|
Amazon Stock (AMZN) | 2.1 | $5.4M | 30k | 180.38 |
|
|
Eli Lilly & Co Stock (LLY) | 1.7 | $4.4M | -10% | 5.7k | 777.96 |
|
At&t Stock (T) | 1.4 | $3.6M | 203k | 17.60 |
|
|
Verizon Communications Stock (VZ) | 1.4 | $3.6M | 85k | 41.96 |
|
|
Oracle Corp Stock (ORCL) | 1.4 | $3.5M | 28k | 125.61 |
|
|
American Elec Pwr Stock (AEP) | 1.3 | $3.3M | 38k | 86.10 |
|
|
Merck & Co Stock (MRK) | 1.2 | $3.1M | 24k | 131.95 |
|
|
Cisco Sys Stock (CSCO) | 1.2 | $3.0M | 60k | 49.91 |
|
|
Alphabet Inc Cap Stk Cl C Stock (GOOG) | 1.2 | $3.0M | 20k | 152.26 |
|
|
Occidental Pete Corp Stock (OXY) | 1.1 | $2.9M | -2% | 45k | 64.99 |
|
Jpmorgan Chase & Co Stock (JPM) | 1.1 | $2.9M | -2% | 14k | 200.30 |
|
Chevron Corp Stock (CVX) | 1.0 | $2.6M | 17k | 157.74 |
|
|
Qualcomm Stock (QCOM) | 1.0 | $2.6M | 15k | 169.30 |
|
|
Kraft Heinz Stock (KHC) | 0.9 | $2.4M | 66k | 36.90 |
|
|
Procter And Gamble Stock (PG) | 0.9 | $2.4M | 15k | 162.25 |
|
|
Bank America Corp Stock (BAC) | 0.8 | $2.1M | 54k | 37.92 |
|
|
Rtx Corporation Stock (RTX) | 0.8 | $2.0M | 21k | 97.53 |
|
|
Meta Platforms Inc Cl A Stock (META) | 0.8 | $2.0M | -7% | 4.1k | 485.58 |
|
Conocophillips Stock (COP) | 0.8 | $2.0M | 16k | 127.28 |
|
|
Shopify Inc Cl A Stock (SHOP) | 0.8 | $1.9M | 25k | 77.17 |
|
|
Johnson & Johnson Stock (JNJ) | 0.7 | $1.9M | -2% | 12k | 158.20 |
|
Freeport-mcmoran Inc Cl B Stock (FCX) | 0.7 | $1.8M | 39k | 47.02 |
|
|
Bhp Group Adr (BHP) | 0.7 | $1.8M | +24% | 32k | 57.69 |
|
Dow Stock (DOW) | 0.7 | $1.8M | 31k | 57.93 |
|
|
Abbvie Stock (ABBV) | 0.7 | $1.8M | -2% | 9.8k | 182.11 |
|
Walmart Stock (WMT) | 0.7 | $1.8M | +195% | 30k | 60.17 |
|
Kinder Morgan Inc Del Stock (KMI) | 0.7 | $1.8M | +3% | 97k | 18.34 |
|
Phillips 66 Stock (PSX) | 0.7 | $1.7M | 10k | 163.34 |
|
|
Palo Alto Networks Stock (PANW) | 0.7 | $1.7M | +2% | 6.0k | 284.13 |
|
Omega Healthcare Invs Reit (OHI) | 0.7 | $1.7M | 53k | 31.67 |
|
|
Broadcom Stock (AVGO) | 0.7 | $1.7M | 1.3k | 1325.41 |
|
|
Duke Energy Corp Stock (DUK) | 0.6 | $1.6M | 17k | 96.71 |
|
|
Abbott Labs Stock (ABT) | 0.6 | $1.6M | 14k | 113.66 |
|
|
Bristol-myers Squibb Stock (BMY) | 0.6 | $1.6M | 29k | 54.23 |
|
|
Wells Fargo Stock (WFC) | 0.6 | $1.6M | 27k | 57.96 |
|
|
Spdr S&p Dividend Etf Etf (SDY) | 0.6 | $1.6M | -4% | 12k | 131.24 |
|
Simon Ppty Group Reit (SPG) | 0.6 | $1.6M | -3% | 10k | 156.49 |
|
Cardinal Health Stock (CAH) | 0.6 | $1.5M | 14k | 111.90 |
|
|
Sempra Stock (SRE) | 0.6 | $1.5M | -2% | 21k | 71.83 |
|
Spdr Gold Shares Etf (GLD) | 0.6 | $1.5M | +15% | 7.2k | 205.72 |
|
Gilead Sciences Stock (GILD) | 0.6 | $1.5M | +9% | 20k | 73.25 |
|
Schwab Charles Corp Stock (SCHW) | 0.6 | $1.4M | 20k | 72.34 |
|
|
Vanguard Growth Etf Etf (VUG) | 0.5 | $1.4M | 4.1k | 344.21 |
|
|
Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 0.5 | $1.4M | 9.3k | 150.93 |
|
|
Wheaton Precious Metals Corp Stock (WPM) | 0.5 | $1.4M | 29k | 47.13 |
|
|
Carlyle Group Stock (CG) | 0.5 | $1.3M | -2% | 28k | 46.91 |
|
Pepsico Stock (PEP) | 0.5 | $1.3M | 7.4k | 175.01 |
|
|
International Business Machs Stock (IBM) | 0.5 | $1.3M | 6.7k | 190.96 |
|
|
General Mls Stock (GIS) | 0.5 | $1.3M | 18k | 69.97 |
|
|
Uber Technologies Stock (UBER) | 0.5 | $1.3M | -3% | 16k | 76.99 |
|
Vanguard Small-cap Etf Etf (VB) | 0.5 | $1.2M | 5.4k | 228.59 |
|
|
Vanguard Total Stock Market Etf Etf (VTI) | 0.5 | $1.2M | 4.7k | 259.92 |
|
|
Southern Stock (SO) | 0.5 | $1.2M | 17k | 71.74 |
|
|
Home Depot Stock (HD) | 0.5 | $1.2M | 3.1k | 383.60 |
|
|
Northrop Grumman Corp Stock (NOC) | 0.4 | $1.1M | 2.4k | 478.66 |
|
|
Kimberly-clark Corp Stock (KMB) | 0.4 | $1.1M | -3% | 8.3k | 129.35 |
|
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL) | 0.4 | $1.1M | -2% | 11k | 101.41 |
|
Boeing Stock (BA) | 0.4 | $1.0M | +13% | 5.4k | 192.98 |
|
Wp Carey Reit (WPC) | 0.4 | $1.0M | -11% | 18k | 56.44 |
|
Invesco Qqq Trust Series I Etf (QQQ) | 0.4 | $1.0M | 2.3k | 444.00 |
|
|
Nnn Reit Reit (NNN) | 0.4 | $1.0M | +4% | 24k | 42.74 |
|
Intel Corp Stock (INTC) | 0.4 | $1.0M | 23k | 44.17 |
|
|
Stag Indl Reit (STAG) | 0.4 | $973k | 25k | 38.44 |
|
|
Blackstone Stock (BX) | 0.4 | $930k | -3% | 7.1k | 131.37 |
|
Mcdonalds Corp Stock (MCD) | 0.4 | $923k | -8% | 3.3k | 281.95 |
|
National Grid Plc Sponsored Adr Ne Adr (NGG) | 0.4 | $919k | 14k | 68.22 |
|
|
Welltower Reit (WELL) | 0.3 | $900k | 9.6k | 93.44 |
|
|
Rio Tinto Adr (RIO) | 0.3 | $892k | 14k | 63.74 |
|
|
Capital One Finl Corp Stock (COF) | 0.3 | $886k | -3% | 5.9k | 148.88 |
|
Unitedhealth Group Stock (UNH) | 0.3 | $860k | 1.7k | 494.76 |
|
|
Pfizer Stock (PFE) | 0.3 | $850k | +30% | 31k | 27.75 |
|
Comcast Corp New Cl A Stock (CMCSA) | 0.3 | $830k | 19k | 43.35 |
|
|
Allstate Corp Stock (ALL) | 0.3 | $828k | 4.8k | 173.01 |
|
|
Mercadolibre Stock (MELI) | 0.3 | $818k | 541.00 | 1511.96 |
|
|
Kayne Anderson Energy Infrstr Cef (KYN) | 0.3 | $768k | 77k | 10.01 |
|
|
Adobe Stock (ADBE) | 0.3 | $735k | 1.5k | 504.60 |
|
|
Federal Rlty Invt Tr New Sh Ben Int Reit (FRT) | 0.3 | $722k | 7.1k | 102.12 |
|
|
Alerian Mlp Etf Etf (AMLP) | 0.3 | $705k | 15k | 47.46 |
|
|
Consolidated Edison Stock (ED) | 0.3 | $701k | 7.7k | 90.81 |
|
|
Union Pac Corp Stock (UNP) | 0.3 | $695k | 2.8k | 245.93 |
|
|
Automatic Data Processing Stock (ADP) | 0.3 | $692k | 2.8k | 249.74 |
|
|
Amgen Stock (AMGN) | 0.3 | $687k | 2.4k | 284.32 |
|
|
Tesla Stock (TSLA) | 0.3 | $680k | +28% | 3.9k | 175.79 |
|
Netflix Stock (NFLX) | 0.3 | $654k | 1.1k | 607.33 |
|
|
Lyondellbasell Industries N V Shs - A - Stock (LYB) | 0.3 | $653k | 6.4k | 102.28 |
|
|
Illinois Tool Wks Stock (ITW) | 0.2 | $644k | 2.4k | 268.33 |
|
|
Realty Income Corp Reit (O) | 0.2 | $638k | 12k | 54.10 |
|
|
Waste Mgmt Inc Del Stock (WM) | 0.2 | $635k | 3.0k | 213.15 |
|
|
Berkshire Hathaway Inc Del Cl A Stock (BRK.A) | 0.2 | $634k | 1.00 | 634440.00 |
|
|
Campbell Soup Stock (CPB) | 0.2 | $627k | 14k | 44.45 |
|
|
Ambev Sa Adr (ABEV) | 0.2 | $623k | +17% | 251k | 2.48 |
|
Unilever Adr (UL) | 0.2 | $618k | 12k | 50.19 |
|
|
Novartis Adr (NVS) | 0.2 | $611k | 6.3k | 96.73 |
|
|
Caterpillar Stock (CAT) | 0.2 | $610k | 1.7k | 366.43 |
|
|
Emerson Elec Stock (EMR) | 0.2 | $599k | 5.3k | 113.42 |
|
|
Starbucks Corp Stock (SBUX) | 0.2 | $584k | +13% | 6.4k | 91.39 |
|
Dover Corp Stock (DOV) | 0.2 | $574k | 3.2k | 177.19 |
|
|
Coca Cola Stock (KO) | 0.2 | $573k | -4% | 9.4k | 61.18 |
|
Travelers Companies Stock (TRV) | 0.2 | $573k | 2.5k | 230.14 |
|
|
Dominion Energy Stock (D) | 0.2 | $563k | +99% | 11k | 49.19 |
|
Darden Restaurants Stock (DRI) | 0.2 | $548k | 3.3k | 167.15 |
|
|
Clorox Co Del Stock (CLX) | 0.2 | $520k | 3.4k | 153.11 |
|
|
Visa Inc Com Cl A Stock (V) | 0.2 | $517k | 1.9k | 279.08 |
|
|
3M Stock (MMM) | 0.2 | $508k | -10% | 4.8k | 106.07 |
|
Schwab U.s. Broad Market Etf Etf (SCHB) | 0.2 | $504k | 8.3k | 61.05 |
|
|
Bank New York Mellon Corp Stock (BK) | 0.2 | $497k | 8.6k | 57.62 |
|
|
Snowflake Inc Cl A Stock (SNOW) | 0.2 | $494k | +23% | 3.1k | 161.60 |
|
Williams Sonoma Stock (WSM) | 0.2 | $487k | 1.5k | 317.53 |
|
|
Paychex Stock (PAYX) | 0.2 | $484k | 3.9k | 122.80 |
|
|
Salesforce Stock (CRM) | 0.2 | $483k | 1.6k | 301.18 |
|
|
Nextera Energy Stock (NEE) | 0.2 | $482k | -3% | 7.5k | 63.91 |
|
Air Prods & Chems Stock (APD) | 0.2 | $474k | +12% | 2.0k | 242.27 |
|
Corning Stock (GLW) | 0.2 | $472k | 14k | 32.96 |
|
|
Royal Caribbean Group Stock (RCL) | 0.2 | $471k | 3.4k | 139.01 |
|
|
Ishares Tips Bond Etf Etf (TIP) | 0.2 | $460k | 4.3k | 107.42 |
|
|
Chipotle Mexican Grill Stock (CMG) | 0.2 | $439k | 151.00 | 2906.77 |
|
|
Schwab U.s. Small-cap Etf Etf (SCHA) | 0.2 | $431k | 8.8k | 49.24 |
|
|
Starwood Ppty Tr Reit (STWD) | 0.2 | $427k | 21k | 20.33 |
|
|
Proshares Bitcoin Strategy Etf Etf (BITO) | 0.2 | $426k | 13k | 32.30 |
|
|
Evergy Stock (EVRG) | 0.2 | $420k | -2% | 7.9k | 53.38 |
|
Nucor Corp Stock (NUE) | 0.2 | $419k | -2% | 2.1k | 197.90 |
|
Kellanova Stock (K) | 0.2 | $412k | 7.2k | 57.29 |
|
|
United Parcel Service Inc Cl B Stock (UPS) | 0.2 | $410k | -7% | 2.8k | 148.63 |
|
Ing Groep Adr (ING) | 0.2 | $406k | 25k | 16.49 |
|
|
Honeywell Intl Stock (HON) | 0.2 | $406k | 2.0k | 205.25 |
|
|
Sabra Health Care Reit Reit (SBRA) | 0.2 | $405k | 28k | 14.77 |
|
|
Vanguard Dividend Appreciation Etf Etf (VIG) | 0.2 | $402k | -2% | 2.2k | 182.61 |
|
Vornado Rlty Tr Sh Ben Int Reit (VNO) | 0.2 | $401k | 14k | 28.77 |
|
|
Northwestern Energy Group Stock (NWE) | 0.2 | $401k | -5% | 7.9k | 50.93 |
|
Alibaba Group Hldg Adr (BABA) | 0.2 | $397k | +38% | 5.5k | 72.36 |
|
Medtronic Stock (MDT) | 0.2 | $395k | +3% | 4.5k | 87.15 |
|
Tyson Foods Inc Cl A Stock (TSN) | 0.2 | $393k | 6.7k | 58.73 |
|
|
Coinbase Global Inc Com Cl A Stock (COIN) | 0.1 | $386k | -6% | 1.5k | 265.12 |
|
Enterprise Prods Partners Stock (EPD) | 0.1 | $377k | 13k | 29.18 |
|
|
Boston Properties Reit (BXP) | 0.1 | $376k | NEW | 5.8k | 65.31 |
|
Citigroup Stock (C) | 0.1 | $369k | 5.8k | 63.25 |
|
|
Mondelez Intl Inc Cl A Stock (MDLZ) | 0.1 | $368k | 5.3k | 70.00 |
|
|
Conagra Brands Stock (CAG) | 0.1 | $360k | 12k | 29.64 |
|
|
Paramount Global Class B Stock (PARA) | 0.1 | $355k | 30k | 11.77 |
|
|
Kimco Rlty Corp Reit (KIM) | 0.1 | $349k | 18k | 19.61 |
|
|
Costco Whsl Corp Stock (COST) | 0.1 | $346k | -6% | 472.00 | 732.70 |
|
Cheesecake Factory Stock (CAKE) | 0.1 | $345k | -4% | 9.5k | 36.15 |
|
Vanguard Small-cap Growth Etf Etf (VBK) | 0.1 | $344k | 1.3k | 260.69 |
|
|
Archer Daniels Midland Stock (ADM) | 0.1 | $341k | +14% | 5.4k | 62.81 |
|
Vanguard Ftse Emerging Markets Etf Etf (VWO) | 0.1 | $324k | -15% | 7.8k | 41.77 |
|
American Tower Corp Reit (AMT) | 0.1 | $323k | 1.6k | 197.59 |
|
|
Colgate Palmolive Stock (CL) | 0.1 | $317k | 3.5k | 90.05 |
|
|
Las Vegas Sands Corp Stock (LVS) | 0.1 | $311k | 6.0k | 51.70 |
|
|
Grayscale Bitcoin Trust Etf (GBTC) | 0.1 | $306k | NEW | 4.8k | 63.17 |
|
Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS) | 0.1 | $292k | 2.5k | 116.84 |
|
|
Dupont De Nemours Stock (DD) | 0.1 | $290k | 3.8k | 76.67 |
|
|
Ishares Msci Emerging Markets Etf Etf (EEM) | 0.1 | $286k | 7.0k | 41.08 |
|
|
Us Bancorp Del Stock (USB) | 0.1 | $282k | -2% | 6.3k | 44.70 |
|
Kraneshares Csi China Internet Etf Etf (KWEB) | 0.1 | $279k | NEW | 11k | 26.25 |
|
Diageo Adr (DEO) | 0.1 | $276k | -6% | 1.9k | 148.74 |
|
Schlumberger Ltd Com Stk Stock (SLB) | 0.1 | $271k | 4.9k | 54.81 |
|
|
Southern Copper Corp Stock (SCCO) | 0.1 | $269k | 2.5k | 106.52 |
|
|
Intuit Stock (INTU) | 0.1 | $269k | 413.00 | 650.00 |
|
|
Crown Castle Reit (CCI) | 0.1 | $268k | +4% | 2.5k | 105.83 |
|
General Dynamics Corp Stock (GD) | 0.1 | $261k | 925.00 | 282.49 |
|
|
Target Corp Stock (TGT) | 0.1 | $261k | 1.5k | 177.21 |
|
|
Valero Energy Corp Stock (VLO) | 0.1 | $259k | NEW | 1.5k | 170.69 |
|
Ge Aerospace Stock (GE) | 0.1 | $259k | NEW | 1.5k | 175.53 |
|
Berry Global Group Stock (BERY) | 0.1 | $253k | 4.2k | 60.48 |
|
|
Corteva Stock (CTVA) | 0.1 | $245k | 4.3k | 57.67 |
|
|
Vanguard Information Technology Etf Etf (VGT) | 0.1 | $245k | 467.00 | 524.70 |
|
|
Portland Gen Elec Stock (POR) | 0.1 | $245k | 5.8k | 42.00 |
|
|
Becton Dickinson & Co Stock (BDX) | 0.1 | $244k | 985.00 | 247.45 |
|
|
Moderna Stock (MRNA) | 0.1 | $242k | 2.3k | 106.56 |
|
|
Nutrien Stock (NTR) | 0.1 | $236k | 4.3k | 54.31 |
|
|
Dell Technologies Inc Cl C Stock (DELL) | 0.1 | $231k | NEW | 2.0k | 114.11 |
|
Brixmor Ppty Group Reit (BRX) | 0.1 | $230k | 9.8k | 23.45 |
|
|
Norfolk Southn Corp Stock (NSC) | 0.1 | $229k | 900.00 | 254.87 |
|
|
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.1 | $228k | -5% | 541.00 | 420.52 |
|
Vanguard Small Cap Value Etf Etf (VBR) | 0.1 | $225k | -2% | 1.2k | 191.88 |
|
Vanguard High Dividend Yield Index Etf Etf (VYM) | 0.1 | $222k | 1.8k | 120.99 |
|
|
Vaneck Gold Miners Etf Etf (GDX) | 0.1 | $221k | -4% | 7.0k | 31.62 |
|
Ppg Inds Stock (PPG) | 0.1 | $219k | 1.5k | 144.90 |
|
|
Nike Inc Cl B Stock (NKE) | 0.1 | $215k | 2.3k | 93.98 |
|
|
Cvs Health Corp Stock (CVS) | 0.1 | $213k | 2.7k | 79.76 |
|
|
Genuine Parts Stock (GPC) | 0.1 | $213k | NEW | 1.4k | 154.93 |
|
Texas Instrs Stock (TXN) | 0.1 | $212k | 1.2k | 174.21 |
|
|
Baxter Intl Stock (BAX) | 0.1 | $212k | NEW | 5.0k | 42.74 |
|
Edwards Lifesciences Corp Stock (EW) | 0.1 | $210k | NEW | 2.2k | 95.56 |
|
Take-two Interactive Software Stock (TTWO) | 0.1 | $206k | 1.4k | 148.49 |
|
|
Ishares S&p Small-cap 600 Value Etf Etf (IJS) | 0.1 | $206k | 2.0k | 102.76 |
|
|
Altria Group Stock (MO) | 0.1 | $206k | -16% | 4.7k | 43.62 |
|
American Wtr Wks Stock (AWK) | 0.1 | $203k | 1.7k | 122.21 |
|
|
Taiwan Semiconductor Mfg Adr (TSM) | 0.1 | $202k | NEW | 1.5k | 136.05 |
|
Marvell Technology Stock (MRVL) | 0.1 | $201k | NEW | 2.8k | 70.88 |
|
Barrick Gold Corp Stock (GOLD) | 0.1 | $197k | -19% | 12k | 16.64 |
|
V F Corp Stock (VFC) | 0.1 | $163k | -42% | 11k | 15.34 |
|
Cidara Therapeutics Stock (CDTX) | 0.1 | $137k | +4% | 149k | 0.92 |
|
Dnp Select Income Cef (DNP) | 0.0 | $109k | 12k | 9.07 |
|
|
Proshares Tr Ultrashort Qqq Etf | 0.0 | $90k | NEW | 10k | 8.96 |
|
Jetblue Awys Corp Stock (JBLU) | 0.0 | $88k | 12k | 7.42 |
|
|
Chargepoint Holdings Inc Com Cl A Stock (CHPT) | 0.0 | $59k | +84% | 31k | 1.90 |
|
Telefonica S A Adr (TEF) | 0.0 | $46k | NEW | 10k | 4.41 |
|
Planet Labs Pbc Com Cl A Stock (PL) | 0.0 | $33k | -27% | 13k | 2.55 |
|
Schwab Charles Family Fd Amt Tax Free Mny Money Market Fund (SCTXX) | 0.0 | $18k | -10% | 18k | 1.00 |
|
Past Filings by Jeppson Wealth Management
SEC 13F filings are viewable for Jeppson Wealth Management going back to 2020
- Jeppson Wealth Management 2024 Q1 filed April 17, 2024
- Jeppson Wealth Management 2023 Q4 filed Jan. 11, 2024
- Jeppson Wealth Management 2023 Q3 filed Oct. 25, 2023
- Jeppson Wealth Management 2023 Q2 filed July 31, 2023
- Jeppson Wealth Management 2023 Q1 filed April 28, 2023
- Jeppson Wealth Management 2022 Q4 filed Jan. 27, 2023
- Jeppson Wealth Management 2022 Q3 filed Oct. 20, 2022
- Jeppson Wealth Management 2022 Q2 filed Aug. 3, 2022
- Jeppson Wealth Management 2022 Q1 filed April 27, 2022
- Jeppson Wealth Management 2021 Q4 filed Jan. 19, 2022
- Jeppson Wealth Management 2021 Q3 filed Nov. 17, 2021
- Jeppson Wealth Management 2021 Q2 filed July 20, 2021
- Jeppson Wealth Management 2021 Q1 filed May 19, 2021
- Jeppson Wealth Management 2020 Q4 filed March 5, 2021
- Jeppson Wealth Management 2020 Q3 filed Nov. 19, 2020