Jeppson Wealth Management
Latest statistics and disclosures from Jeppson Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, STIP, NVDA, LMT, VTIP, and represent 25.09% of Jeppson Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: VTIP, PSKY, GEV, IJS, LVS, DAL, PKG, ORI, VOE, BIDU.
- Started 16 new stock positions in ORI, IJS, VO, PSKY, DAL, AGRO, BIDU, AES, CRDF, FNV. GEV, VOE, XEL, FE, PKG, LVS.
- Reduced shares in these 10 stocks: STIP, ORCL, BAX, AAPL, LLY, DOW, T, LMT, AMZN, BAC.
- Sold out of its positions in BAX, Chargepoint Holdings Inc Com Cl A.
- Jeppson Wealth Management was a net buyer of stock by $789k.
- Jeppson Wealth Management has $314M in assets under management (AUM), dropping by 8.43%.
- Central Index Key (CIK): 0001831263
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Portfolio Holdings for Jeppson Wealth Management
Jeppson Wealth Management holds 225 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple Stock (AAPL) | 7.9 | $25M | 97k | 254.63 |
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| Ishares 0-5 Year Tips Bond Etf Etf (STIP) | 5.8 | $18M | -3% | 177k | 103.36 |
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| Nvidia Corporation Stock (NVDA) | 4.9 | $16M | 83k | 186.58 |
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| Lockheed Martin Corp Stock (LMT) | 3.4 | $11M | 22k | 499.22 |
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| Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP) | 3.0 | $9.3M | +4% | 184k | 50.63 |
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| Oracle Corp Stock (ORCL) | 2.3 | $7.2M | -3% | 25k | 281.24 |
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| Microsoft Corp Stock (MSFT) | 2.3 | $7.1M | 14k | 517.95 |
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| Exxon Mobil Corp Stock (XOM) | 2.0 | $6.4M | 56k | 112.75 |
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| Amazon Stock (AMZN) | 2.0 | $6.4M | 29k | 219.57 |
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| Disney Walt Stock (DIS) | 1.8 | $5.5M | 48k | 114.50 |
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| At&t Stock (T) | 1.7 | $5.3M | -2% | 189k | 28.24 |
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| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 1.5 | $4.6M | 19k | 243.55 |
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| Broadcom Stock (AVGO) | 1.4 | $4.3M | 13k | 329.91 |
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| American Elec Pwr Stock (AEP) | 1.3 | $4.0M | 36k | 112.50 |
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| Jpmorgan Chase & Co Stock (JPM) | 1.3 | $4.0M | 13k | 315.43 |
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| Cisco Sys Stock (CSCO) | 1.3 | $4.0M | 58k | 68.42 |
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| Verizon Communications Stock (VZ) | 1.2 | $3.9M | 88k | 43.95 |
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| Shopify Inc Cl A Sub Vtg Stock (SHOP) | 1.2 | $3.7M | 25k | 148.61 |
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| Rtx Corporation Stock (RTX) | 1.1 | $3.4M | 20k | 167.33 |
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| Eli Lilly & Co Stock (LLY) | 1.1 | $3.3M | -4% | 4.3k | 763.00 |
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| Wheaton Precious Metals Corp Stock (WPM) | 1.0 | $3.1M | 27k | 111.84 |
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| Walmart Stock (WMT) | 0.9 | $2.9M | 28k | 103.06 |
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| Meta Platforms Inc Cl A Stock (META) | 0.9 | $2.8M | 3.9k | 734.42 |
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| Bank America Corp Stock (BAC) | 0.9 | $2.8M | -2% | 54k | 51.59 |
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| Johnson & Johnson Stock (JNJ) | 0.9 | $2.8M | 15k | 185.42 |
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| Kinder Morgan Inc Del Stock (KMI) | 0.9 | $2.8M | 98k | 28.31 |
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| Spdr Gold Shares Etf (GLD) | 0.9 | $2.7M | +2% | 7.7k | 355.47 |
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| Qualcomm Stock (QCOM) | 0.8 | $2.6M | 16k | 166.37 |
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| Chevron Corp Stock (CVX) | 0.8 | $2.5M | 16k | 155.29 |
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| Palo Alto Networks Stock (PANW) | 0.8 | $2.4M | 12k | 203.62 |
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| Abbvie Stock (ABBV) | 0.7 | $2.3M | 10k | 231.54 |
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| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 0.7 | $2.3M | 9.3k | 243.10 |
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| Procter And Gamble Stock (PG) | 0.7 | $2.2M | 15k | 153.65 |
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| Omega Healthcare Invs Reit (OHI) | 0.7 | $2.2M | 52k | 42.22 |
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| Gilead Sciences Stock (GILD) | 0.7 | $2.1M | -2% | 19k | 111.00 |
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| Freeport-mcmoran Inc Cl B Stock (FCX) | 0.7 | $2.1M | +2% | 54k | 39.22 |
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| Wells Fargo Stock (WFC) | 0.7 | $2.1M | 25k | 83.82 |
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| Sempra Stock (SRE) | 0.7 | $2.1M | 23k | 89.98 |
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| Cardinal Health Stock (CAH) | 0.6 | $2.0M | 13k | 156.96 |
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| Simon Ppty Group Reit (SPG) | 0.6 | $2.0M | -2% | 11k | 187.67 |
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| Rio Tinto Adr (RIO) | 0.6 | $2.0M | 30k | 66.01 |
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| Duke Energy Corp Stock (DUK) | 0.6 | $1.9M | 16k | 123.75 |
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| International Business Machs Stock (IBM) | 0.6 | $1.9M | 6.8k | 282.16 |
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| Abbott Labs Stock (ABT) | 0.6 | $1.8M | 14k | 133.94 |
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| Schwab Charles Corp Stock (SCHW) | 0.6 | $1.8M | 19k | 95.47 |
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| Merck & Co Stock (MRK) | 0.5 | $1.7M | -3% | 20k | 83.93 |
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| Carlyle Group Stock (CG) | 0.5 | $1.7M | 27k | 62.70 |
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| Tesla Stock (TSLA) | 0.5 | $1.7M | 3.7k | 444.72 |
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| Southern Stock (SO) | 0.5 | $1.6M | 17k | 94.77 |
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| Vanguard Growth Etf Etf (VUG) | 0.5 | $1.6M | +8% | 3.4k | 479.65 |
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| Vanguard Small-cap Etf Etf (VB) | 0.5 | $1.6M | 6.3k | 254.28 |
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| Welltower Reit (WELL) | 0.5 | $1.6M | -4% | 9.0k | 178.15 |
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| Uber Technologies Stock (UBER) | 0.5 | $1.6M | 16k | 97.97 |
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| Conocophillips Stock (COP) | 0.5 | $1.5M | -3% | 16k | 94.59 |
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| Northrop Grumman Corp Stock (NOC) | 0.5 | $1.5M | -3% | 2.4k | 609.32 |
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| Vanguard Total Stock Market Etf Etf (VTI) | 0.5 | $1.5M | +8% | 4.5k | 328.18 |
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| Wp Carey Reit (WPC) | 0.5 | $1.5M | 22k | 67.57 |
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| Spdr S&p Dividend Etf Etf (SDY) | 0.5 | $1.5M | 10k | 140.05 |
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| Occidental Pete Corp Stock (OXY) | 0.5 | $1.4M | -2% | 31k | 47.25 |
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| Invesco Qqq Trust Series I Etf (QQQ) | 0.5 | $1.4M | 2.4k | 600.34 |
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| Phillips 66 Stock (PSX) | 0.4 | $1.3M | -4% | 9.8k | 136.02 |
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| Mercadolibre Stock (MELI) | 0.4 | $1.2M | 530.00 | 2336.94 |
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| Home Depot Stock (HD) | 0.4 | $1.2M | 3.0k | 405.19 |
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| Netflix Stock (NFLX) | 0.4 | $1.2M | 998.00 | 1198.92 |
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| Boeing Stock (BA) | 0.4 | $1.2M | 5.5k | 215.81 |
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| Unilever Adr (UL) | 0.4 | $1.2M | 20k | 59.28 |
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| Capital One Finl Corp Stock (COF) | 0.4 | $1.2M | 5.4k | 212.58 |
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| Blackstone Stock (BX) | 0.4 | $1.1M | 6.5k | 170.85 |
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| Corning Stock (GLW) | 0.3 | $1.1M | -2% | 13k | 82.03 |
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| Nnn Reit Reit (NNN) | 0.3 | $1.1M | 25k | 42.57 |
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| Amgen Stock (AMGN) | 0.3 | $1.0M | 3.7k | 282.20 |
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| Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL) | 0.3 | $1.0M | 10k | 103.07 |
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| Royal Caribbean Group Stock (RCL) | 0.3 | $1.0M | -2% | 3.1k | 323.58 |
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| Pfizer Stock (PFE) | 0.3 | $1.0M | +4% | 39k | 25.48 |
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| Pepsico Stock (PEP) | 0.3 | $985k | +2% | 7.0k | 140.44 |
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| Kimberly-clark Corp Stock (KMB) | 0.3 | $979k | -2% | 7.9k | 124.34 |
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| Allstate Corp Stock (ALL) | 0.3 | $974k | 4.5k | 214.63 |
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| Mcdonalds Corp Stock (MCD) | 0.3 | $962k | +2% | 3.2k | 303.89 |
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| Kayne Anderson Energy Infrstr Cef (KYN) | 0.3 | $943k | -3% | 76k | 12.37 |
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| Kraft Heinz Stock (KHC) | 0.3 | $934k | -4% | 36k | 26.04 |
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| General Mls Stock (GIS) | 0.3 | $929k | +3% | 18k | 50.42 |
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| Dominion Energy Stock (D) | 0.3 | $925k | 15k | 61.17 |
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| Bank New York Mellon Corp Stock (BK) | 0.3 | $922k | 8.5k | 108.96 |
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| Bhp Group Adr (BHP) | 0.3 | $912k | 16k | 55.75 |
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| Alibaba Group Hldg Adr (BABA) | 0.3 | $888k | -2% | 5.0k | 178.73 |
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| Bristol-myers Squibb Stock (BMY) | 0.3 | $846k | +9% | 19k | 45.10 |
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| Stag Indl Reit (STAG) | 0.3 | $799k | 23k | 35.29 |
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| Realty Income Corp Reit (O) | 0.3 | $797k | -2% | 13k | 60.79 |
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| Automatic Data Processing Stock (ADP) | 0.2 | $776k | 2.6k | 293.50 |
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| Novartis Adr (NVS) | 0.2 | $774k | 6.0k | 128.24 |
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| Citigroup Stock (C) | 0.2 | $772k | 7.6k | 101.50 |
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| Caterpillar Stock (CAT) | 0.2 | $772k | 1.6k | 477.15 |
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| Berkshire Hathaway Inc Del Cl A Stock (BRK.A) | 0.2 | $754k | 1.00 | 754200.00 |
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| Southern Copper Corp Stock (SCCO) | 0.2 | $732k | -4% | 6.0k | 121.36 |
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| Consolidated Edison Stock (ED) | 0.2 | $713k | 7.1k | 100.52 |
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| Intel Corp Stock (INTC) | 0.2 | $705k | 21k | 33.55 |
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| Emerson Elec Stock (EMR) | 0.2 | $685k | 5.2k | 131.18 |
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| Federal Rlty Invt Tr New Sh Ben Int Reit (FRT) | 0.2 | $682k | 6.7k | 101.31 |
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| Alerian Mlp Etf Etf (AMLP) | 0.2 | $675k | 14k | 46.93 |
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| Union Pac Corp Stock (UNP) | 0.2 | $673k | 2.8k | 236.37 |
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| Travelers Companies Stock (TRV) | 0.2 | $662k | -4% | 2.4k | 279.22 |
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| Tyson Foods Inc Cl A Stock (TSN) | 0.2 | $638k | 12k | 54.30 |
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| Visa Inc Com Cl A Stock (V) | 0.2 | $618k | 1.8k | 341.38 |
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| Nextera Energy Stock (NEE) | 0.2 | $610k | -4% | 8.1k | 75.49 |
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| Illinois Tool Wks Stock (ITW) | 0.2 | $609k | 2.3k | 260.76 |
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| Ing Groep Adr (ING) | 0.2 | $602k | -2% | 23k | 26.08 |
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| Cidara Therapeutics Stock | 0.2 | $589k | 6.2k | 95.76 |
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| Coinbase Global Inc Com Cl A Stock (COIN) | 0.2 | $587k | 1.7k | 337.49 |
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| Kellanova Stock (K) | 0.2 | $582k | 7.1k | 82.02 |
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| Coca Cola Stock (KO) | 0.2 | $574k | 8.7k | 66.32 |
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| Evergy Stock (EVRG) | 0.2 | $564k | 7.4k | 76.02 |
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| Vornado Rlty Tr Sh Ben Int Reit (VNO) | 0.2 | $559k | 14k | 40.53 |
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| Conagra Brands Stock (CAG) | 0.2 | $559k | +29% | 31k | 18.31 |
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| Starbucks Corp Stock (SBUX) | 0.2 | $550k | +2% | 6.5k | 84.60 |
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| Adobe Stock (ADBE) | 0.2 | $542k | +2% | 1.5k | 352.75 |
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| Darden Restaurants Stock (DRI) | 0.2 | $539k | -7% | 2.8k | 190.36 |
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| Williams Sonoma Stock (WSM) | 0.2 | $524k | 2.7k | 195.45 |
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| 3M Stock (MMM) | 0.2 | $519k | -2% | 3.3k | 155.18 |
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| Dover Corp Stock (DOV) | 0.2 | $517k | -2% | 3.1k | 166.83 |
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| Comcast Corp New Cl A Stock (CMCSA) | 0.2 | $505k | -5% | 16k | 31.42 |
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| Sabra Health Care Reit Reit (SBRA) | 0.2 | $501k | 27k | 18.64 |
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| Ishares Tips Bond Etf Etf (TIP) | 0.2 | $499k | 4.5k | 111.22 |
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| Cheesecake Factory Stock (CAKE) | 0.2 | $498k | -3% | 9.1k | 54.64 |
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| National Grid Plc Sponsored Adr Ne Adr (NGG) | 0.2 | $487k | 6.7k | 72.67 |
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| Paychex Stock (PAYX) | 0.2 | $484k | 3.8k | 126.76 |
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| Salesforce Stock (CRM) | 0.2 | $480k | 2.0k | 237.02 |
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| Enterprise Prods Partners Stock (EPD) | 0.2 | $474k | 15k | 31.27 |
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| Vaneck Gold Miners Etf Etf (GDX) | 0.2 | $474k | -3% | 6.2k | 76.40 |
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| Target Corp Stock (TGT) | 0.1 | $470k | +22% | 5.2k | 89.70 |
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| Global X Silver Miners Etf Etf (SIL) | 0.1 | $468k | -2% | 6.5k | 71.63 |
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| Waste Mgmt Inc Del Stock (WM) | 0.1 | $462k | 2.1k | 220.83 |
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| Schwab U.s. Broad Market Etf Etf (SCHB) | 0.1 | $455k | +12% | 18k | 25.71 |
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| Vanguard Dividend Appreciation Etf Etf (VIG) | 0.1 | $455k | 2.1k | 215.79 |
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| Mondelez Intl Inc Cl A Stock (MDLZ) | 0.1 | $452k | +25% | 7.2k | 62.47 |
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| Palantir Technologies Inc Cl A Stock (PLTR) | 0.1 | $443k | 2.4k | 182.42 |
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| Ge Aerospace Stock (GE) | 0.1 | $443k | 1.5k | 300.82 |
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| General Dynamics Corp Stock (GD) | 0.1 | $419k | -3% | 1.2k | 341.00 |
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| Unitedhealth Group Stock (UNH) | 0.1 | $414k | +9% | 1.2k | 345.30 |
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| Schwab U.s. Small-cap Etf Etf (SCHA) | 0.1 | $413k | 15k | 27.90 |
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| Northwestern Energy Group Stock (NWE) | 0.1 | $408k | -5% | 7.0k | 58.61 |
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| Vanguard Ftse Emerging Markets Etf Etf (VWO) | 0.1 | $407k | 7.5k | 54.18 |
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| Medtronic Stock (MDT) | 0.1 | $405k | 4.3k | 95.24 |
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| Nucor Corp Stock (NUE) | 0.1 | $404k | 3.0k | 135.43 |
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| Barrick Mng Corp Stock (B) | 0.1 | $402k | -2% | 12k | 32.77 |
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| Honeywell Intl Stock (HON) | 0.1 | $400k | -2% | 1.9k | 210.50 |
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| Taiwan Semiconductor Mfg Adr (TSM) | 0.1 | $396k | +6% | 1.4k | 279.29 |
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| Air Prods & Chems Stock (APD) | 0.1 | $396k | 1.5k | 272.72 |
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| Kraneshares Csi China Internet Etf Etf (KWEB) | 0.1 | $389k | -5% | 9.3k | 42.01 |
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| Vanguard Small-cap Growth Etf Etf (VBK) | 0.1 | $382k | 1.3k | 297.67 |
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| Kimco Rlty Corp Reit (KIM) | 0.1 | $373k | 17k | 21.85 |
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| Archer Daniels Midland Stock (ADM) | 0.1 | $371k | -4% | 6.2k | 59.74 |
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| Micron Technology Stock (MU) | 0.1 | $371k | 2.2k | 167.32 |
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| Agnico Eagle Mines Stock (AEM) | 0.1 | $367k | 2.2k | 168.56 |
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| Newmont Corp Stock (NEM) | 0.1 | $366k | 4.3k | 84.32 |
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| Grayscale Bitcoin Trust Etf Etf (GBTC) | 0.1 | $365k | 4.1k | 89.77 |
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| Ishares Msci Emerging Markets Etf Etf (EEM) | 0.1 | $361k | 6.8k | 53.40 |
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| Dupont De Nemours Stock (DD) | 0.1 | $360k | -3% | 4.6k | 77.90 |
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| Costco Whsl Corp Stock (COST) | 0.1 | $359k | +3% | 388.00 | 925.73 |
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| Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS) | 0.1 | $359k | 2.5k | 142.56 |
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| Take-two Interactive Software Stock (TTWO) | 0.1 | $355k | 1.4k | 258.36 |
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| Starwood Ppty Tr Reit (STWD) | 0.1 | $353k | -3% | 18k | 19.37 |
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| Vanguard Information Technology Etf Etf (VGT) | 0.1 | $348k | 466.00 | 746.05 |
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| BXP Reit (BXP) | 0.1 | $347k | 4.7k | 74.34 |
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| Energy Transfer L P Com Ut Ltd Ptn Stock (ET) | 0.1 | $341k | +4% | 20k | 17.16 |
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| Marvell Technology Stock (MRVL) | 0.1 | $333k | +16% | 4.0k | 84.07 |
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| American Tower Corp Reit (AMT) | 0.1 | $328k | 1.7k | 192.32 |
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| Clorox Co Del Stock (CLX) | 0.1 | $317k | -4% | 2.6k | 123.30 |
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| Crowdstrike Hldgs Inc Cl A Stock (CRWD) | 0.1 | $311k | 634.00 | 490.38 |
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| Diageo Adr (DEO) | 0.1 | $310k | +38% | 3.2k | 95.43 |
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| Proshares Bitcoin Etf Etf (BITO) | 0.1 | $306k | 16k | 19.68 |
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| Vanguard Small Cap Value Etf Etf (VBR) | 0.1 | $304k | 1.5k | 208.71 |
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| Genuine Parts Stock (GPC) | 0.1 | $303k | 2.2k | 138.60 |
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| Chipotle Mexican Grill Stock (CMG) | 0.1 | $296k | 7.6k | 39.19 |
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| Us Bancorp Del Stock (USB) | 0.1 | $287k | 5.9k | 48.33 |
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| Texas Instrs Stock (TXN) | 0.1 | $286k | +28% | 1.6k | 183.73 |
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| Valero Energy Corp Stock (VLO) | 0.1 | $282k | 1.7k | 170.26 |
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| Intuit Stock (INTU) | 0.1 | $277k | 406.00 | 682.91 |
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| Expedia Group Stock (EXPE) | 0.1 | $277k | 1.3k | 213.76 |
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| Dell Technologies Inc Cl C Stock (DELL) | 0.1 | $276k | 1.9k | 141.77 |
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| Snowflake Stock (SNOW) | 0.1 | $273k | 1.2k | 225.55 |
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| Diamondback Energy Stock (FANG) | 0.1 | $273k | 1.9k | 143.10 |
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| Rivian Automotive Inc Com Cl A Stock (RIVN) | 0.1 | $272k | 19k | 14.68 |
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| Norfolk Southn Corp Stock (NSC) | 0.1 | $270k | 900.00 | 300.41 |
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| Corteva Stock (CTVA) | 0.1 | $268k | -6% | 4.0k | 67.63 |
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| Brixmor Ppty Group Reit (BRX) | 0.1 | $268k | 9.7k | 27.68 |
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| United Parcel Service Inc Cl B Stock (UPS) | 0.1 | $267k | +11% | 3.2k | 83.53 |
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| Colgate Palmolive Stock (CL) | 0.1 | $266k | 3.3k | 79.94 |
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| Dow Stock (DOW) | 0.1 | $258k | -34% | 11k | 22.93 |
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| Portland Gen Elec Stock (POR) | 0.1 | $251k | 5.7k | 44.00 |
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| Altria Group Stock (MO) | 0.1 | $247k | -14% | 3.7k | 66.06 |
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| Ishares Gold Trust Etf (IAU) | 0.1 | $245k | 3.4k | 72.77 |
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| Vanguard Ftse Developed Markets Etf Etf (VEA) | 0.1 | $237k | 4.0k | 59.92 |
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| Paramount Skydance Corp Com Cl B Stock (PSKY) | 0.1 | $229k | NEW | 12k | 18.92 |
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| Amcor Plc Ord Stock (AMCR) | 0.1 | $228k | 28k | 8.18 |
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| Public Svc Enterprise Grp Stock (PEG) | 0.1 | $227k | 2.7k | 83.46 |
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| Nike Inc Cl B Stock (NKE) | 0.1 | $224k | +10% | 3.2k | 69.73 |
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| Ge Vernova Stock (GEV) | 0.1 | $223k | NEW | 362.00 | 614.90 |
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| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.1 | $222k | -3% | 442.00 | 502.74 |
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| Ishares S&p Small-cap 600 Value Etf Etf (IJS) | 0.1 | $221k | NEW | 2.0k | 110.59 |
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| Becton Dickinson & Co Stock (BDX) | 0.1 | $221k | -5% | 1.2k | 187.17 |
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| Ugi Corp Stock (UGI) | 0.1 | $220k | -3% | 6.6k | 33.26 |
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| Vanguard High Dividend Yield Index Etf Etf (VYM) | 0.1 | $217k | 1.5k | 140.95 |
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| Las Vegas Sands Corp Stock (LVS) | 0.1 | $215k | NEW | 4.0k | 53.79 |
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| American Wtr Wks Stock (AWK) | 0.1 | $214k | 1.5k | 139.19 |
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| Delta Air Lines Inc Del Stock (DAL) | 0.1 | $213k | NEW | 3.8k | 56.75 |
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| Packaging Corp Amer Stock (PKG) | 0.1 | $213k | NEW | 976.00 | 217.93 |
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| Old Rep Intl Corp Stock (ORI) | 0.1 | $212k | NEW | 5.0k | 42.47 |
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| Vanguard Mid-cap Value Etf Etf (VOE) | 0.1 | $211k | NEW | 1.2k | 174.58 |
|
| Baidu Inc Spon Adr Rep A Adr (BIDU) | 0.1 | $206k | NEW | 1.6k | 131.77 |
|
| Franco Nev Corp Stock (FNV) | 0.1 | $202k | NEW | 905.00 | 222.91 |
|
| Xcel Energy Stock (XEL) | 0.1 | $202k | NEW | 2.5k | 80.65 |
|
| Firstenergy Corp Stock (FE) | 0.1 | $201k | NEW | 4.4k | 45.82 |
|
| Vanguard Mid-cap Etf Etf (VO) | 0.1 | $201k | NEW | 684.00 | 293.74 |
|
| Alpine Income Ppty Tr Reit (PINE) | 0.1 | $200k | +36% | 14k | 14.17 |
|
| Ambev Sa Adr (ABEV) | 0.1 | $168k | 75k | 2.23 |
|
|
| Snap Inc Cl A Stock (SNAP) | 0.1 | $164k | +66% | 21k | 7.71 |
|
| Aes Corp Stock (AES) | 0.0 | $150k | NEW | 11k | 13.16 |
|
| Adecoagro S A Stock (AGRO) | 0.0 | $124k | NEW | 16k | 7.84 |
|
| Dnp Select Income Cef (DNP) | 0.0 | $113k | 11k | 10.01 |
|
|
| Jetblue Awys Corp Stock (JBLU) | 0.0 | $70k | 14k | 4.92 |
|
|
| SNDL Stock (SNDL) | 0.0 | $54k | 20k | 2.68 |
|
|
| Tilray Brands Stock (TLRY) | 0.0 | $35k | 20k | 1.73 |
|
|
| Cardiff Oncology Stock (CRDF) | 0.0 | $25k | NEW | 12k | 2.06 |
|
| Goldmining Stock (GLDG) | 0.0 | $15k | 12k | 1.23 |
|
|
| Sunnova Energy Intl Stock (NOVAQ) | 0.0 | $7.380000 | 15k | 0.00 |
|
Past Filings by Jeppson Wealth Management
SEC 13F filings are viewable for Jeppson Wealth Management going back to 2020
- Jeppson Wealth Management 2025 Q3 filed Oct. 15, 2025
- Jeppson Wealth Management 2025 Q2 filed July 15, 2025
- Jeppson Wealth Management 2025 Q1 filed April 24, 2025
- Jeppson Wealth Management 2024 Q4 filed Jan. 22, 2025
- Jeppson Wealth Management 2024 Q3 filed Nov. 5, 2024
- Jeppson Wealth Management 2024 Q2 filed Aug. 5, 2024
- 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