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 24.68% of Jeppson Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: UL, NFLX, STZ, VICI, HRL, NCLH, KMB, WBD, AMCR, TD.
- Started 13 new stock positions in VICI, AMCR, NWL, HRL, WBD, UL, ACHR, TD, NCLH, AMAT. HLT, SLVP, STZ.
- Reduced shares in these 10 stocks: Unilever, STIP, Cidara Therapeutics Inc Common Stock Usd 0.0001, K, XOM, DD, LMT, NVDA, Amcor, VTIP.
- Sold out of its positions in CRDF, Cidara Therapeutics Inc Common Stock Usd 0.0001, DD, FE, FNV, K, NOVAQ, Tilray, Unilever, VO. XEL, Amcor, AGRO.
- Jeppson Wealth Management was a net seller of stock by $-1.9M.
- Jeppson Wealth Management has $316M in assets under management (AUM), dropping by 0.75%.
- 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 December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple Stock (AAPL) | 8.3 | $26M | 97k | 271.86 |
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| Ishares 0-5 Year Tips Bond Etf Etf (STIP) | 5.5 | $18M | -3% | 171k | 102.39 |
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| Nvidia Corporation Stock (NVDA) | 4.8 | $15M | 82k | 186.50 |
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| Lockheed Martin Corp Stock (LMT) | 3.2 | $10M | -3% | 21k | 483.67 |
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| Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP) | 2.8 | $8.9M | -2% | 180k | 49.46 |
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| Amazon Stock (AMZN) | 2.1 | $6.7M | 29k | 230.82 |
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| Microsoft Corp Stock (MSFT) | 2.1 | $6.6M | 14k | 483.61 |
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| Exxon Mobil Corp Stock (XOM) | 2.0 | $6.4M | -5% | 53k | 120.34 |
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| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 1.8 | $5.8M | -2% | 19k | 313.79 |
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| Disney Walt Stock (DIS) | 1.7 | $5.4M | 48k | 113.77 |
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| Oracle Corp Stock (ORCL) | 1.6 | $4.9M | 25k | 194.91 |
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| At&t Stock (T) | 1.5 | $4.8M | +3% | 195k | 24.84 |
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| Broadcom Stock (AVGO) | 1.4 | $4.6M | 13k | 346.11 |
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| Eli Lilly & Co Stock (LLY) | 1.4 | $4.5M | -3% | 4.2k | 1074.68 |
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| Cisco Sys Stock (CSCO) | 1.4 | $4.4M | 57k | 77.03 |
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| American Elec Pwr Stock (AEP) | 1.3 | $4.1M | 36k | 115.31 |
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| Jpmorgan Chase & Co Stock (JPM) | 1.3 | $4.1M | 13k | 322.22 |
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| Shopify Inc Cl A Sub Vtg Stock (SHOP) | 1.2 | $3.9M | -2% | 24k | 160.97 |
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| Verizon Communications Stock (VZ) | 1.2 | $3.8M | +5% | 93k | 40.73 |
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| Rtx Corporation Stock (RTX) | 1.1 | $3.6M | -2% | 20k | 183.40 |
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| Wheaton Precious Metals Corp Stock (WPM) | 1.0 | $3.2M | 27k | 117.52 |
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| Walmart Stock (WMT) | 1.0 | $3.1M | 28k | 111.41 |
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| Spdr Gold Shares Etf (GLD) | 1.0 | $3.1M | 7.8k | 396.31 |
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| Bank America Corp Stock (BAC) | 0.9 | $3.0M | 54k | 55.00 |
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| Johnson & Johnson Stock (JNJ) | 0.9 | $2.9M | -4% | 14k | 206.95 |
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| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 0.9 | $2.9M | 9.3k | 313.00 |
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| Meta Platforms Inc Cl A Stock (META) | 0.9 | $2.7M | +7% | 4.1k | 660.13 |
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| Qualcomm Stock (QCOM) | 0.9 | $2.7M | 16k | 171.05 |
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| Kinder Morgan Inc Del Stock (KMI) | 0.8 | $2.7M | 98k | 27.49 |
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| Freeport-mcmoran Inc Cl B Stock (FCX) | 0.8 | $2.7M | 53k | 50.79 |
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| Cardinal Health Stock (CAH) | 0.8 | $2.6M | 13k | 205.50 |
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| Chevron Corp Stock (CVX) | 0.8 | $2.4M | 16k | 152.41 |
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| Rio Tinto Adr (RIO) | 0.7 | $2.3M | 29k | 80.03 |
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| Abbvie Stock (ABBV) | 0.7 | $2.3M | 10k | 228.49 |
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| Gilead Sciences Stock (GILD) | 0.7 | $2.3M | 19k | 122.74 |
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| Omega Healthcare Invs Reit (OHI) | 0.7 | $2.3M | 52k | 44.34 |
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| Wells Fargo Stock (WFC) | 0.7 | $2.3M | -2% | 24k | 93.20 |
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| Palo Alto Networks Stock (PANW) | 0.7 | $2.1M | 12k | 184.20 |
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| Merck & Co Stock (MRK) | 0.7 | $2.1M | 20k | 105.26 |
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| Procter & Gamble Stock (PG) | 0.6 | $2.0M | -2% | 14k | 143.31 |
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| International Business Machs Stock (IBM) | 0.6 | $2.0M | 6.8k | 296.21 |
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| Sempra Stock (SRE) | 0.6 | $2.0M | 23k | 88.29 |
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| Simon Ppty Group Reit (SPG) | 0.6 | $1.9M | 11k | 185.11 |
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| Schwab Charles Corp Stock (SCHW) | 0.6 | $1.9M | 19k | 99.91 |
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| Duke Energy Corp Stock (DUK) | 0.6 | $1.8M | 16k | 117.21 |
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| Tesla Stock (TSLA) | 0.6 | $1.8M | +4% | 3.9k | 449.72 |
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| Abbott Labs Stock (ABT) | 0.5 | $1.7M | -2% | 13k | 125.29 |
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| Welltower Reit (WELL) | 0.5 | $1.7M | 8.9k | 185.62 |
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| Vanguard Small-cap Etf Etf (VB) | 0.5 | $1.6M | 6.3k | 257.95 |
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| Vanguard Growth Etf Etf (VUG) | 0.5 | $1.6M | -3% | 3.3k | 487.80 |
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| Carlyle Group Stock (CG) | 0.5 | $1.6M | 26k | 59.11 |
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| Southern Stock (SO) | 0.5 | $1.5M | 17k | 87.20 |
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| Invesco Qqq Trust Series I Etf (QQQ) | 0.5 | $1.5M | +2% | 2.5k | 614.35 |
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| Conocophillips Stock (COP) | 0.5 | $1.5M | 16k | 93.61 |
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| Vanguard Total Stock Market Etf Etf (VTI) | 0.5 | $1.5M | -2% | 4.4k | 335.23 |
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| Occidental Pete Corp Stock (OXY) | 0.5 | $1.4M | +14% | 35k | 41.12 |
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| State Street Spdr S&p Dividend Etf Etf (SDY) | 0.4 | $1.4M | -3% | 10k | 139.16 |
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| Wp Carey Reit (WPC) | 0.4 | $1.4M | 22k | 64.36 |
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| Northrop Grumman Corp Stock (NOC) | 0.4 | $1.4M | 2.4k | 570.21 |
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| Uber Technologies Stock (UBER) | 0.4 | $1.3M | 16k | 81.71 |
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| Capital One Finl Corp Stock (COF) | 0.4 | $1.3M | 5.4k | 242.36 |
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| Phillips 66 Stock (PSX) | 0.4 | $1.3M | 9.8k | 129.04 |
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| Amgen Stock (AMGN) | 0.4 | $1.2M | 3.7k | 327.32 |
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| Boeing Stock (BA) | 0.4 | $1.2M | 5.4k | 217.10 |
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| Unilever Adr (UL) | 0.4 | $1.1M | NEW | 17k | 65.40 |
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| Corning Stock (GLW) | 0.4 | $1.1M | -2% | 13k | 87.56 |
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| Mercadolibre Stock (MELI) | 0.3 | $1.1M | 529.00 | 2014.26 |
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| Bristol-myers Squibb Stock (BMY) | 0.3 | $1.1M | +4% | 20k | 53.94 |
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| Home Depot Stock (HD) | 0.3 | $1.0M | 3.0k | 344.10 |
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| Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL) | 0.3 | $1.0M | 9.9k | 104.07 |
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| Kimberly-clark Corp Stock (KMB) | 0.3 | $1.0M | +29% | 10k | 100.89 |
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| Pfizer Stock (PFE) | 0.3 | $1.0M | +4% | 41k | 24.90 |
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| Pepsico Stock (PEP) | 0.3 | $1.0M | 7.1k | 143.52 |
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| Blackstone Stock (BX) | 0.3 | $1.0M | 6.5k | 154.14 |
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| Nnn Reit Reit (NNN) | 0.3 | $994k | 25k | 39.63 |
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| Bhp Group Adr (BHP) | 0.3 | $989k | 16k | 60.37 |
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| Bank New York Mellon Corp Stock (BK) | 0.3 | $981k | 8.4k | 116.09 |
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| Netflix Stock (NFLX) | 0.3 | $945k | +910% | 10k | 93.76 |
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| Mcdonalds Corp Stock (MCD) | 0.3 | $944k | -2% | 3.1k | 305.63 |
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| Kayne Anderson Energy Infrstr Cef (KYN) | 0.3 | $942k | 76k | 12.38 |
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| Allstate Corp Stock (ALL) | 0.3 | $912k | -3% | 4.4k | 208.13 |
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| Caterpillar Stock (CAT) | 0.3 | $889k | -4% | 1.6k | 572.87 |
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| Citigroup Stock (C) | 0.3 | $887k | 7.6k | 116.69 |
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| Dominion Energy Stock (D) | 0.3 | $886k | 15k | 58.59 |
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| Royal Caribbean Group Stock (RCL) | 0.3 | $865k | 3.1k | 278.92 |
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| Kraft Heinz Stock (KHC) | 0.3 | $846k | -2% | 35k | 24.25 |
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| Southern Copper Corp Stock (SCCO) | 0.3 | $841k | -2% | 5.9k | 143.47 |
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| Novartis Adr (NVS) | 0.3 | $833k | 6.0k | 137.87 |
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| Stag Industrial Reit (STAG) | 0.3 | $822k | 22k | 36.76 |
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| Intel Corp Stock (INTC) | 0.2 | $784k | 21k | 36.90 |
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| Tyson Foods Inc Cl A Stock (TSN) | 0.2 | $759k | +10% | 13k | 58.62 |
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| Berkshire Hathaway Inc Del Cl A Stock (BRK.A) | 0.2 | $755k | 1.00 | 754800.00 |
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| Realty Income Corp Reit (O) | 0.2 | $742k | 13k | 56.37 |
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| General Mls Stock (GIS) | 0.2 | $734k | -14% | 16k | 46.50 |
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| Alibaba Group Hldg Adr (BABA) | 0.2 | $728k | 5.0k | 146.58 |
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| Emerson Elec Stock (EMR) | 0.2 | $693k | 5.2k | 132.72 |
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| Travelers Companies Stock (TRV) | 0.2 | $687k | 2.4k | 290.06 |
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| Federal Rlty Invt Tr New Sh Ben Int Reit (FRT) | 0.2 | $679k | 6.7k | 100.80 |
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| Alerian Mlp Etf Etf (AMLP) | 0.2 | $677k | 14k | 47.02 |
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| Consolidated Edison Stock (ED) | 0.2 | $673k | -4% | 6.8k | 99.32 |
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| Automatic Data Processing Stock (ADP) | 0.2 | $669k | 2.6k | 257.23 |
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| Union Pac Corp Stock (UNP) | 0.2 | $659k | 2.8k | 231.32 |
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| Nextera Energy Stock (NEE) | 0.2 | $649k | 8.1k | 80.28 |
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| Ing Groep Adr (ING) | 0.2 | $646k | 23k | 28.00 |
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| Visa Inc Com Cl A Stock (V) | 0.2 | $636k | 1.8k | 350.71 |
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| Dover Corp Stock (DOV) | 0.2 | $606k | 3.1k | 195.24 |
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| Coca Cola Stock (KO) | 0.2 | $605k | 8.7k | 69.91 |
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| Micron Technology Stock (MU) | 0.2 | $596k | -5% | 2.1k | 285.41 |
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| Illinois Tool Wks Stock (ITW) | 0.2 | $576k | 2.3k | 246.30 |
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| Global X Silver Miners Etf Etf (SIL) | 0.2 | $541k | 6.5k | 83.52 |
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| Energy Transfer L P Com Ut Ltd Ptn Stock (ET) | 0.2 | $539k | +64% | 33k | 16.49 |
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| Evergy Stock (EVRG) | 0.2 | $539k | 7.4k | 72.49 |
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| Salesforce Stock (CRM) | 0.2 | $537k | 2.0k | 264.93 |
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| 3M Stock (MMM) | 0.2 | $536k | 3.3k | 160.10 |
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| Starbucks Corp Stock (SBUX) | 0.2 | $535k | -2% | 6.4k | 84.21 |
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| Barrick Mng Corp Stock (B) | 0.2 | $532k | 12k | 43.55 |
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| Target Corp Stock (TGT) | 0.2 | $531k | +3% | 5.4k | 97.75 |
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| Vaneck Gold Miners Etf Etf (GDX) | 0.2 | $523k | 6.1k | 85.77 |
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| National Grid Plc Sponsored Adr Ne Adr (NGG) | 0.2 | $514k | 6.6k | 77.35 |
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| Sabra Health Care Reit Reit (SBRA) | 0.2 | $509k | 27k | 18.94 |
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| Darden Restaurants Stock (DRI) | 0.2 | $507k | -2% | 2.8k | 184.02 |
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| Ishares Tips Bond Etf Etf (TIP) | 0.2 | $498k | 4.5k | 109.90 |
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| Adobe Stock (ADBE) | 0.2 | $489k | -8% | 1.4k | 349.99 |
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| Williams Sonoma Stock (WSM) | 0.2 | $479k | 2.7k | 178.59 |
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| Schwab U.s. Broad Market Etf Etf (SCHB) | 0.1 | $465k | 18k | 26.23 |
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| Vanguard Dividend Appreciation Etf Etf (VIG) | 0.1 | $463k | 2.1k | 219.78 |
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| Dow Stock (DOW) | 0.1 | $463k | +75% | 20k | 23.38 |
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| Cheesecake Factory Stock (CAKE) | 0.1 | $460k | 9.1k | 50.48 |
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| Vornado Rlty Tr Sh Ben Int Reit (VNO) | 0.1 | $459k | 14k | 33.28 |
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| Ge Aerospace Stock (GE) | 0.1 | $453k | 1.5k | 308.03 |
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| Palantir Technologies Inc Cl A Stock (PLTR) | 0.1 | $450k | +4% | 2.5k | 177.75 |
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| Nucor Corp Stock (NUE) | 0.1 | $447k | -8% | 2.7k | 163.11 |
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| Northwestern Energy Group Stock (NWE) | 0.1 | $443k | 6.9k | 64.54 |
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| Enterprise Prods Partners Stock (EPD) | 0.1 | $439k | -9% | 14k | 32.06 |
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| Taiwan Semiconductor Mfg Adr (TSM) | 0.1 | $437k | 1.4k | 303.89 |
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| Newmont Corp Stock (NEM) | 0.1 | $434k | 4.3k | 99.86 |
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| Coinbase Global Inc Com Cl A Stock (COIN) | 0.1 | $425k | +7% | 1.9k | 226.14 |
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| Schwab U.s. Small-cap Etf Etf (SCHA) | 0.1 | $421k | 15k | 28.48 |
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| General Dynamics Corp Stock (GD) | 0.1 | $414k | 1.2k | 336.66 |
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| Waste Mgmt Inc Del Stock (WM) | 0.1 | $412k | -10% | 1.9k | 219.71 |
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| Vanguard Ftse Emerging Markets Etf Etf (VWO) | 0.1 | $406k | 7.6k | 53.76 |
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| Paychex Stock (PAYX) | 0.1 | $406k | -5% | 3.6k | 112.18 |
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| Medtronic Stock (MDT) | 0.1 | $399k | -2% | 4.2k | 96.06 |
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| Constellation Brands Inc Cl A Stock (STZ) | 0.1 | $394k | NEW | 2.9k | 137.96 |
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| Vanguard Small-cap Growth Etf Etf (VBK) | 0.1 | $389k | 1.3k | 302.20 |
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| Unitedhealth Group Stock (UNH) | 0.1 | $388k | -2% | 1.2k | 330.11 |
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| Conagra Brands Stock (CAG) | 0.1 | $385k | -27% | 22k | 17.31 |
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| Ishares Msci Emerging Markets Etf Etf (EEM) | 0.1 | $370k | 6.8k | 54.71 |
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| Honeywell Intl Stock (HON) | 0.1 | $370k | 1.9k | 195.09 |
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| Expedia Group Stock (EXPE) | 0.1 | $366k | 1.3k | 283.33 |
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| Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS) | 0.1 | $365k | 2.5k | 143.35 |
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| Agnico Eagle Mines Stock (AEM) | 0.1 | $359k | -2% | 2.1k | 169.53 |
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| Costco Wholesale Corporation Stock (COST) | 0.1 | $358k | +6% | 415.00 | 862.43 |
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| Archer Daniels Midland Stock (ADM) | 0.1 | $357k | 6.2k | 57.49 |
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| Air Prods & Chems Stock (APD) | 0.1 | $356k | 1.4k | 247.02 |
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| Vanguard Information Technology Etf Etf (VGT) | 0.1 | $351k | 466.00 | 753.89 |
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| Rivian Automotive Inc Com Cl A Stock (RIVN) | 0.1 | $351k | -3% | 18k | 19.71 |
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| Take-two Interactive Software Stock (TTWO) | 0.1 | $347k | 1.4k | 256.03 |
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| Kimco Rlty Corp Reit (KIM) | 0.1 | $341k | 17k | 20.27 |
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| Marvell Technology Stock (MRVL) | 0.1 | $337k | 4.0k | 84.98 |
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| Vici Pptys Reit (VICI) | 0.1 | $333k | NEW | 12k | 28.12 |
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| Mondelez Intl Inc Cl A Stock (MDLZ) | 0.1 | $319k | -18% | 5.9k | 53.83 |
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| Us Bancorp Del Stock (USB) | 0.1 | $314k | 5.9k | 53.36 |
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| Diageo Adr (DEO) | 0.1 | $313k | +11% | 3.6k | 86.27 |
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| BXP Reit (BXP) | 0.1 | $312k | 4.6k | 67.48 |
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| United Parcel Service Inc Cl B Stock (UPS) | 0.1 | $312k | 3.1k | 99.19 |
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| Kraneshares Csi China Internet Etf Etf (KWEB) | 0.1 | $308k | -2% | 9.1k | 34.05 |
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| Vanguard Small Cap Value Etf Etf (VBR) | 0.1 | $308k | 1.5k | 211.79 |
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| Comcast Corp New Cl A Stock (CMCSA) | 0.1 | $296k | -38% | 9.9k | 29.89 |
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| Crowdstrike Hldgs Inc Cl A Stock (CRWD) | 0.1 | $295k | 630.00 | 468.76 |
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| Starwood Ppty Tr Reit (STWD) | 0.1 | $289k | -11% | 16k | 18.01 |
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| Diamondback Energy Stock (FANG) | 0.1 | $286k | 1.9k | 150.33 |
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| American Tower Corp Reit (AMT) | 0.1 | $284k | -4% | 1.6k | 175.57 |
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| Hormel Foods Corp Stock (HRL) | 0.1 | $283k | NEW | 12k | 23.70 |
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| Clorox Co Del Stock (CLX) | 0.1 | $282k | +8% | 2.8k | 100.83 |
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| Chipotle Mexican Grill Stock (CMG) | 0.1 | $279k | 7.6k | 37.00 |
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| Grayscale Bitcoin Trust Etf Etf (GBTC) | 0.1 | $278k | 4.1k | 68.36 |
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| Ishares Gold Trust Etf (IAU) | 0.1 | $274k | 3.4k | 81.17 |
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| Valero Energy Corp Stock (VLO) | 0.1 | $270k | 1.7k | 162.79 |
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| Portland Gen Elec Stock (POR) | 0.1 | $269k | 5.6k | 47.99 |
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| Genuine Parts Stock (GPC) | 0.1 | $268k | 2.2k | 122.96 |
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| Intuit Stock (INTU) | 0.1 | $266k | 401.00 | 662.42 |
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| Corteva Stock (CTVA) | 0.1 | $265k | 4.0k | 67.03 |
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| Snowflake Stock (SNOW) | 0.1 | $263k | 1.2k | 219.36 |
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| Norfolk Southn Corp Stock (NSC) | 0.1 | $260k | 900.00 | 288.72 |
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| Alpine Income Ppty Tr Reit (PINE) | 0.1 | $257k | +8% | 15k | 16.72 |
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| Brixmor Ppty Group Reit (BRX) | 0.1 | $254k | 9.7k | 26.22 |
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| Las Vegas Sands Corp Stock (LVS) | 0.1 | $250k | -3% | 3.8k | 65.09 |
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| Ugi Corp Stock (UGI) | 0.1 | $247k | 6.6k | 37.43 |
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| Vanguard Ftse Developed Markets Etf Etf (VEA) | 0.1 | $247k | 4.0k | 62.47 |
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| Dell Technologies Inc Cl C Stock (DELL) | 0.1 | $245k | 1.9k | 125.88 |
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| Colgate Palmolive Stock (CL) | 0.1 | $241k | -8% | 3.1k | 79.02 |
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| Delta Air Lines Inc Del Stock (DAL) | 0.1 | $240k | -7% | 3.5k | 69.40 |
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| Becton Dickinson & Co Stock (BDX) | 0.1 | $238k | +3% | 1.2k | 194.07 |
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| Ge Vernova Stock (GEV) | 0.1 | $237k | 363.00 | 653.57 |
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| Altria Group Stock (MO) | 0.1 | $235k | +9% | 4.1k | 57.66 |
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| Norwegian Cruise Line Hldg Stock (NCLH) | 0.1 | $235k | NEW | 11k | 22.32 |
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| Warner Bros Discovery Inc Com Ser A Stock (WBD) | 0.1 | $230k | NEW | 8.0k | 28.82 |
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| Texas Instrs Stock (TXN) | 0.1 | $229k | -15% | 1.3k | 173.49 |
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| Old Rep Intl Corp Stock (ORI) | 0.1 | $228k | 5.0k | 45.64 |
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| Ishares S&p Small-cap 600 Value Etf Etf (IJS) | 0.1 | $227k | 2.0k | 113.72 |
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| Amcor Stock (AMCR) | 0.1 | $226k | NEW | 27k | 8.34 |
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| Toronto Dominion Bk Ont Stock (TD) | 0.1 | $224k | NEW | 2.4k | 94.20 |
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| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.1 | $222k | 442.00 | 502.65 |
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| Vanguard High Dividend Yield Index Etf Etf (VYM) | 0.1 | $221k | 1.5k | 143.52 |
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| Nike Inc Cl B Stock (NKE) | 0.1 | $220k | +7% | 3.5k | 63.71 |
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| Applied Matls Stock (AMAT) | 0.1 | $220k | NEW | 855.00 | 256.99 |
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| Public Svc Enterprise Grp Stock (PEG) | 0.1 | $219k | 2.7k | 80.30 |
|
|
| Hilton Worldwide Hldgs Stock (HLT) | 0.1 | $215k | NEW | 750.00 | 287.25 |
|
| Ishares Msci Global Silver Miners Etf Etf (SLVP) | 0.1 | $215k | NEW | 6.3k | 34.27 |
|
| Vanguard Mid-cap Value Etf Etf (VOE) | 0.1 | $215k | 1.2k | 177.37 |
|
|
| Baidu Inc Spon Adr Rep A Adr (BIDU) | 0.1 | $204k | 1.6k | 130.66 |
|
|
| Packaging Corp Amer Stock (PKG) | 0.1 | $201k | 976.00 | 206.23 |
|
|
| American Wtr Wks Stock (AWK) | 0.1 | $201k | 1.5k | 130.50 |
|
|
| Snap Inc Cl A Stock (SNAP) | 0.1 | $195k | +13% | 24k | 8.07 |
|
| Ambev Sa Adr (ABEV) | 0.1 | $193k | +3% | 78k | 2.47 |
|
| Proshares Bitcoin Etf Etf (BITO) | 0.1 | $178k | -6% | 15k | 12.16 |
|
| Paramount Skydance Corp Com Cl B Stock (PSKY) | 0.1 | $165k | 12k | 13.40 |
|
|
| Aes Corp Stock (AES) | 0.1 | $164k | 11k | 14.34 |
|
|
| Newell Brands Stock (NWL) | 0.0 | $123k | NEW | 33k | 3.72 |
|
| Dnp Select Income Cef (DNP) | 0.0 | $112k | 11k | 9.99 |
|
|
| Archer Aviation Inc Com Cl A Stock (ACHR) | 0.0 | $104k | NEW | 14k | 7.52 |
|
| Jetblue Awys Corp Stock (JBLU) | 0.0 | $65k | 14k | 4.55 |
|
|
| SNDL Stock (SNDL) | 0.0 | $33k | 20k | 1.66 |
|
|
| Goldmining Stock (GLDG) | 0.0 | $18k | +16% | 14k | 1.25 |
|
Past Filings by Jeppson Wealth Management
SEC 13F filings are viewable for Jeppson Wealth Management going back to 2020
- Jeppson Wealth Management 2025 Q4 filed Jan. 27, 2026
- 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