Jeppson Wealth Management
Latest statistics and disclosures from Jeppson Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, STIP, LMT, NVDA, VTIP, and represent 26.26% of Jeppson Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: AVGO, DVN, WSM, NSC, NKE, NEM, IJS, BHP, PKG, VBR.
- Started 10 new stock positions in PKG, VEA, VBR, NKE, PPG, Grayscale Ethereum Mini Tr E, NSC, DVN, NEM, IJS.
- Reduced shares in these 10 stocks: SNOW, MRNA, LMT, VYM, NTR, CRWD, , INTC, AAPL, SQQQ.
- Sold out of its positions in ASTI, CRWD, EW, MRNA, NTR, SQQQ, RZLT, SNOW, TEF, VYM.
- Jeppson Wealth Management was a net buyer of stock by $1.3M.
- Jeppson Wealth Management has $279M in assets under management (AUM), dropping by 6.50%.
- Central Index Key (CIK): 0001831263
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Portfolio Holdings for Jeppson Wealth Management
Jeppson Wealth Management holds 205 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple Stock (AAPL) | 8.3 | $23M | 100k | 233.00 |
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| Ishares 0-5 Year Tips Bond Etf Etf (STIP) | 6.7 | $19M | 184k | 101.32 |
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| Lockheed Martin Corp Stock (LMT) | 4.5 | $13M | 22k | 584.57 |
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| Nvidia Corporation Stock (NVDA) | 3.8 | $11M | 87k | 121.44 |
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| Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP) | 3.0 | $8.2M | 167k | 49.31 |
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| Exxon Mobil Corp Stock (XOM) | 2.3 | $6.4M | 54k | 117.22 |
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| Microsoft Corp Stock (MSFT) | 2.1 | $6.0M | 14k | 430.29 |
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| Amazon Stock (AMZN) | 2.0 | $5.6M | 30k | 186.33 |
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| Oracle Corp Stock (ORCL) | 1.7 | $4.7M | 28k | 170.40 |
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| Eli Lilly & Co Stock (LLY) | 1.7 | $4.7M | 5.4k | 885.94 |
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| Disney Walt Stock (DIS) | 1.7 | $4.7M | 49k | 96.19 |
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| At&t Stock (T) | 1.6 | $4.4M | 198k | 22.00 |
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| American Elec Pwr Stock (AEP) | 1.4 | $3.8M | 37k | 102.60 |
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| Verizon Communications Stock (VZ) | 1.4 | $3.8M | 84k | 44.91 |
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| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 1.1 | $3.2M | 19k | 167.19 |
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| Cisco Sys Stock (CSCO) | 1.1 | $3.2M | 60k | 53.22 |
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| Jpmorgan Chase & Co Stock (JPM) | 1.1 | $3.0M | 14k | 210.87 |
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| Merck & Co Stock (MRK) | 1.0 | $2.7M | 24k | 113.56 |
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| Qualcomm Stock (QCOM) | 0.9 | $2.6M | 16k | 170.05 |
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| Procter And Gamble Stock (PG) | 0.9 | $2.5M | 15k | 173.20 |
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| Rtx Corporation Stock (RTX) | 0.9 | $2.5M | 21k | 121.16 |
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| Occidental Pete Corp Stock (OXY) | 0.9 | $2.4M | +3% | 46k | 51.54 |
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| Walmart Stock (WMT) | 0.9 | $2.4M | 29k | 80.75 |
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| Chevron Corp Stock (CVX) | 0.8 | $2.4M | 16k | 147.27 |
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| Meta Platforms Inc Cl A Stock (META) | 0.8 | $2.4M | 4.1k | 572.45 |
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| Kraft Heinz Stock (KHC) | 0.8 | $2.3M | 66k | 35.11 |
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| Johnson & Johnson Stock (JNJ) | 0.8 | $2.3M | 14k | 162.06 |
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| Bhp Group Adr (BHP) | 0.8 | $2.2M | +10% | 36k | 62.11 |
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| Broadcom Stock (AVGO) | 0.8 | $2.2M | +910% | 13k | 172.50 |
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| Omega Healthcare Invs Reit (OHI) | 0.8 | $2.1M | 53k | 40.70 |
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| Bank America Corp Stock (BAC) | 0.8 | $2.1M | 54k | 39.68 |
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| Kinder Morgan Inc Del Stock (KMI) | 0.8 | $2.1M | 95k | 22.09 |
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| Palo Alto Networks Stock (PANW) | 0.7 | $2.1M | 6.0k | 341.80 |
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| Shopify Inc Cl A Stock (SHOP) | 0.7 | $2.0M | 26k | 80.14 |
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| Duke Energy Corp Stock (DUK) | 0.7 | $2.0M | 17k | 115.30 |
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| Abbvie Stock (ABBV) | 0.7 | $1.9M | 9.8k | 197.47 |
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| Freeport-mcmoran Inc Cl B Stock (FCX) | 0.7 | $1.9M | 39k | 49.92 |
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| Spdr Gold Shares Etf (GLD) | 0.7 | $1.8M | +5% | 7.5k | 243.06 |
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| Sempra Stock (SRE) | 0.6 | $1.8M | 21k | 83.63 |
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| Wheaton Precious Metals Corp Stock (WPM) | 0.6 | $1.7M | 29k | 61.08 |
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| Dow Stock (DOW) | 0.6 | $1.7M | 31k | 54.63 |
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| Simon Ppty Group Reit (SPG) | 0.6 | $1.7M | 9.9k | 169.02 |
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| Gilead Sciences Stock (GILD) | 0.6 | $1.7M | 20k | 83.84 |
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| Conocophillips Stock (COP) | 0.6 | $1.6M | 15k | 105.28 |
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| Spdr S&p Dividend Etf Etf (SDY) | 0.6 | $1.6M | -3% | 11k | 142.04 |
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| Abbott Labs Stock (ABT) | 0.6 | $1.6M | 14k | 114.01 |
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| International Business Machs Stock (IBM) | 0.6 | $1.6M | 7.1k | 221.08 |
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| Southern Stock (SO) | 0.6 | $1.6M | 17k | 90.18 |
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| Vanguard Growth Etf Etf (VUG) | 0.6 | $1.6M | 4.1k | 383.97 |
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| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 0.5 | $1.5M | 9.2k | 165.85 |
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| Cardinal Health Stock (CAH) | 0.5 | $1.5M | 14k | 110.52 |
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| Wells Fargo Stock (WFC) | 0.5 | $1.5M | 26k | 56.49 |
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| Unilever Adr (UL) | 0.5 | $1.4M | 22k | 64.96 |
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| Wp Carey Reit (WPC) | 0.5 | $1.4M | +2% | 22k | 62.30 |
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| Phillips 66 Stock (PSX) | 0.5 | $1.4M | 10k | 131.45 |
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| Vanguard Total Stock Market Etf Etf (VTI) | 0.5 | $1.3M | 4.7k | 283.14 |
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| General Mls Stock (GIS) | 0.5 | $1.3M | 18k | 73.85 |
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| Schwab Charles Corp Stock (SCHW) | 0.5 | $1.3M | +3% | 20k | 64.81 |
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| Northrop Grumman Corp Stock (NOC) | 0.5 | $1.3M | 2.4k | 528.07 |
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| Vanguard Small-cap Etf Etf (VB) | 0.5 | $1.3M | 5.4k | 237.21 |
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| Home Depot Stock (HD) | 0.4 | $1.2M | 3.1k | 405.20 |
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| Welltower Reit (WELL) | 0.4 | $1.2M | 9.6k | 128.03 |
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| Uber Technologies Stock (UBER) | 0.4 | $1.2M | 16k | 75.16 |
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| Pepsico Stock (PEP) | 0.4 | $1.2M | 7.1k | 170.05 |
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| Carlyle Group Stock (CG) | 0.4 | $1.2M | 27k | 43.06 |
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| Kimberly-clark Corp Stock (KMB) | 0.4 | $1.2M | 8.2k | 142.28 |
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| Nnn Reit Reit (NNN) | 0.4 | $1.1M | 24k | 48.49 |
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| Invesco Qqq Trust Series I Etf (QQQ) | 0.4 | $1.1M | 2.3k | 488.17 |
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| Mercadolibre Stock (MELI) | 0.4 | $1.1M | 541.00 | 2051.96 |
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| Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL) | 0.4 | $1.1M | 10k | 106.76 |
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| Blackstone Stock (BX) | 0.4 | $1.0M | 6.8k | 153.13 |
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| Tesla Stock (TSLA) | 0.4 | $982k | -2% | 3.8k | 261.63 |
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| Mcdonalds Corp Stock (MCD) | 0.3 | $977k | -3% | 3.2k | 304.51 |
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| Rio Tinto Adr (RIO) | 0.3 | $969k | -2% | 14k | 71.17 |
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| Stag Indl Reit (STAG) | 0.3 | $968k | 25k | 39.09 |
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| Pfizer Stock (PFE) | 0.3 | $947k | +3% | 33k | 28.94 |
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| Unitedhealth Group Stock (UNH) | 0.3 | $904k | -2% | 1.5k | 584.77 |
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| Allstate Corp Stock (ALL) | 0.3 | $898k | 4.7k | 189.66 |
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| Capital One Finl Corp Stock (COF) | 0.3 | $877k | 5.9k | 149.72 |
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| Amgen Stock (AMGN) | 0.3 | $862k | 2.7k | 322.21 |
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| Kayne Anderson Energy Infrstr Cef (KYN) | 0.3 | $843k | 77k | 11.00 |
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| Boeing Stock (BA) | 0.3 | $816k | -7% | 5.4k | 152.03 |
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| Federal Rlty Invt Tr New Sh Ben Int Reit (FRT) | 0.3 | $812k | 7.1k | 114.97 |
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| Consolidated Edison Stock (ED) | 0.3 | $804k | 7.7k | 104.13 |
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| Comcast Corp New Cl A Stock (CMCSA) | 0.3 | $802k | 19k | 41.77 |
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| Bristol-myers Squibb Stock (BMY) | 0.3 | $779k | +2% | 15k | 51.74 |
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| Netflix Stock (NFLX) | 0.3 | $763k | 1.1k | 709.27 |
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| National Grid Plc Sponsored Adr Ne Adr (NGG) | 0.3 | $761k | 11k | 69.67 |
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| Automatic Data Processing Stock (ADP) | 0.3 | $750k | 2.7k | 276.73 |
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| Adobe Stock (ADBE) | 0.3 | $748k | 1.4k | 517.78 |
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| Realty Income Corp Reit (O) | 0.3 | $739k | 12k | 63.42 |
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| Novartis Adr (NVS) | 0.3 | $731k | 6.4k | 115.02 |
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| Dominion Energy Stock (D) | 0.3 | $721k | 13k | 57.79 |
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| Alerian Mlp Etf Etf (AMLP) | 0.3 | $700k | 15k | 47.13 |
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| Union Pac Corp Stock (UNP) | 0.2 | $697k | 2.8k | 246.48 |
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| Berkshire Hathaway Inc Del Cl A Stock (BRK.A) | 0.2 | $691k | 1.00 | 691180.00 |
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| Starbucks Corp Stock (SBUX) | 0.2 | $656k | -8% | 6.7k | 97.49 |
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| Caterpillar Stock (CAT) | 0.2 | $649k | 1.7k | 391.12 |
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| Coca Cola Stock (KO) | 0.2 | $645k | 9.0k | 71.86 |
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| Nextera Energy Stock (NEE) | 0.2 | $640k | 7.6k | 84.53 |
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| Corning Stock (GLW) | 0.2 | $634k | 14k | 45.15 |
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| Campbell Soup Stock (CPB) | 0.2 | $633k | 13k | 48.92 |
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| Illinois Tool Wks Stock (ITW) | 0.2 | $631k | 2.4k | 262.07 |
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| Bank New York Mellon Corp Stock (BK) | 0.2 | $619k | 8.6k | 71.86 |
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| Dover Corp Stock (DOV) | 0.2 | $616k | 3.2k | 191.74 |
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| Lyondellbasell Industries N V Shs - A - Stock (LYB) | 0.2 | $604k | 6.3k | 95.90 |
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| Waste Mgmt Inc Del Stock (WM) | 0.2 | $603k | 2.9k | 207.60 |
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| Royal Caribbean Group Stock (RCL) | 0.2 | $599k | 3.4k | 177.36 |
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| Travelers Companies Stock (TRV) | 0.2 | $583k | 2.5k | 234.12 |
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| 3M Stock (MMM) | 0.2 | $578k | -11% | 4.2k | 136.70 |
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| Kellanova Stock (K) | 0.2 | $577k | 7.1k | 80.71 |
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| Emerson Elec Stock (EMR) | 0.2 | $573k | 5.2k | 109.37 |
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| Schwab U.s. Broad Market Etf Etf (SCHB) | 0.2 | $552k | 8.3k | 66.52 |
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| Vornado Rlty Tr Sh Ben Int Reit (VNO) | 0.2 | $548k | 14k | 39.40 |
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| Clorox Co Del Stock (CLX) | 0.2 | $535k | 3.3k | 162.91 |
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| Alibaba Group Hldg Adr (BABA) | 0.2 | $531k | -9% | 5.0k | 106.12 |
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| Paychex Stock (PAYX) | 0.2 | $523k | 3.9k | 134.19 |
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| Salesforce Stock (CRM) | 0.2 | $522k | 1.9k | 273.72 |
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| Sabra Health Care Reit Reit (SBRA) | 0.2 | $510k | 27k | 18.61 |
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| Visa Inc Com Cl A Stock (V) | 0.2 | $509k | 1.9k | 274.95 |
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| Air Prods & Chems Stock (APD) | 0.2 | $509k | 1.7k | 297.74 |
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| Darden Restaurants Stock (DRI) | 0.2 | $509k | -3% | 3.1k | 164.13 |
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| Ishares Tips Bond Etf Etf (TIP) | 0.2 | $482k | 4.4k | 110.46 |
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| Evergy Stock (EVRG) | 0.2 | $482k | 7.8k | 62.01 |
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| Williams Sonoma Stock (WSM) | 0.2 | $469k | +97% | 3.0k | 154.92 |
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| Northwestern Energy Group Stock (NWE) | 0.2 | $451k | 7.9k | 57.22 |
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| Chipotle Mexican Grill Stock (CMG) | 0.2 | $435k | 7.6k | 57.62 |
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| Ing Groep Adr (ING) | 0.2 | $434k | 24k | 18.16 |
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| Vanguard Dividend Appreciation Etf Etf (VIG) | 0.2 | $431k | 2.2k | 198.06 |
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| Starwood Ppty Tr Reit (STWD) | 0.1 | $414k | 20k | 20.38 |
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| Cvs Health Corp Stock (CVS) | 0.1 | $413k | -2% | 6.6k | 62.88 |
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| Kimco Rlty Corp Reit (KIM) | 0.1 | $411k | 18k | 23.22 |
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| Honeywell Intl Stock (HON) | 0.1 | $409k | 2.0k | 206.71 |
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| Intel Corp Stock (INTC) | 0.1 | $402k | -27% | 17k | 23.46 |
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| Conagra Brands Stock (CAG) | 0.1 | $401k | 12k | 32.52 |
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| Tyson Foods Inc Cl A Stock (TSN) | 0.1 | $399k | 6.7k | 59.56 |
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| American Tower Corp Reit (AMT) | 0.1 | $398k | 1.7k | 232.56 |
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| Medtronic Stock (MDT) | 0.1 | $393k | 4.4k | 90.03 |
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| Schwab U.s. Small-cap Etf Etf (SCHA) | 0.1 | $390k | 7.6k | 51.50 |
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| Mondelez Intl Inc Cl A Stock (MDLZ) | 0.1 | $387k | 5.3k | 73.67 |
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| Cheesecake Factory Stock (CAKE) | 0.1 | $384k | 9.5k | 40.55 |
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| United Parcel Service Inc Cl B Stock (UPS) | 0.1 | $383k | +7% | 2.8k | 136.34 |
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| Enterprise Prods Partners Stock (EPD) | 0.1 | $380k | 13k | 29.11 |
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| BXP Reit (BXP) | 0.1 | $380k | -4% | 4.7k | 80.46 |
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| Citigroup Stock (C) | 0.1 | $369k | 5.9k | 62.60 |
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| Colgate Palmolive Stock (CL) | 0.1 | $366k | 3.5k | 103.81 |
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| Vanguard Ftse Emerging Markets Etf Etf (VWO) | 0.1 | $361k | 7.6k | 47.85 |
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| Costco Whsl Corp Stock (COST) | 0.1 | $359k | -11% | 405.00 | 886.61 |
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| Vanguard Small-cap Growth Etf Etf (VBK) | 0.1 | $353k | 1.3k | 267.37 |
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| Kraneshares Csi China Internet Etf Etf (KWEB) | 0.1 | $347k | 10k | 34.02 |
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| Dupont De Nemours Stock (DD) | 0.1 | $337k | 3.8k | 89.11 |
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| Nucor Corp Stock (NUE) | 0.1 | $336k | 2.2k | 150.34 |
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| Archer Daniels Midland Stock (ADM) | 0.1 | $322k | 5.4k | 59.74 |
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| Ishares Msci Emerging Markets Etf Etf (EEM) | 0.1 | $319k | 6.9k | 45.86 |
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| Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS) | 0.1 | $312k | 2.5k | 125.98 |
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| Paramount Global Class B Stock (PARA) | 0.1 | $311k | -2% | 29k | 10.62 |
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| Las Vegas Sands Corp Stock (LVS) | 0.1 | $301k | 6.0k | 50.34 |
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| Southern Copper Corp Stock (SCCO) | 0.1 | $296k | 2.6k | 115.67 |
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| Crown Castle Reit (CCI) | 0.1 | $291k | 2.5k | 118.63 |
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| General Dynamics Corp Stock (GD) | 0.1 | $289k | +3% | 955.00 | 302.20 |
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| Berry Global Group Stock (BERY) | 0.1 | $281k | 4.1k | 67.98 |
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| Portland Gen Elec Stock (POR) | 0.1 | $279k | 5.8k | 47.90 |
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| Vaneck Gold Miners Etf Etf (GDX) | 0.1 | $278k | 7.0k | 39.82 |
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| Ge Aerospace Stock (GE) | 0.1 | $278k | 1.5k | 188.58 |
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| Us Bancorp Del Stock (USB) | 0.1 | $277k | 6.1k | 45.73 |
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| Vanguard Information Technology Etf Etf (VGT) | 0.1 | $272k | 463.00 | 586.38 |
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| Brixmor Ppty Group Reit (BRX) | 0.1 | $270k | 9.7k | 27.86 |
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| Public Svc Enterprise Grp Stock (PEG) | 0.1 | $259k | 2.9k | 89.21 |
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| Coinbase Global Inc Com Cl A Stock (COIN) | 0.1 | $257k | 1.4k | 178.17 |
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| Intuit Stock (INTU) | 0.1 | $257k | 413.00 | 621.00 |
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| Proshares Bitcoin Etf Etf (BITO) | 0.1 | $252k | 13k | 19.19 |
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| Texas Instrs Stock (TXN) | 0.1 | $251k | 1.2k | 206.57 |
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| Corteva Stock (CTVA) | 0.1 | $249k | 4.2k | 58.79 |
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| Taiwan Semiconductor Mfg Adr (TSM) | 0.1 | $242k | +2% | 1.4k | 173.67 |
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| Diageo Adr (DEO) | 0.1 | $241k | 1.7k | 140.34 |
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| Altria Group Stock (MO) | 0.1 | $240k | 4.7k | 51.04 |
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| Global X Silver Miners Etf Etf (SIL) | 0.1 | $240k | 6.8k | 35.09 |
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| American Wtr Wks Stock (AWK) | 0.1 | $235k | 1.6k | 146.24 |
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| Devon Energy Corp Stock (DVN) | 0.1 | $234k | NEW | 6.0k | 39.12 |
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| Becton Dickinson & Co Stock (BDX) | 0.1 | $233k | 968.00 | 241.10 |
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| Dell Technologies Inc Cl C Stock (DELL) | 0.1 | $231k | 1.9k | 118.54 |
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| Target Corp Stock (TGT) | 0.1 | $229k | 1.5k | 155.86 |
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| Norfolk Southn Corp Stock (NSC) | 0.1 | $224k | NEW | 900.00 | 248.50 |
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| Valero Energy Corp Stock (VLO) | 0.1 | $224k | 1.7k | 135.03 |
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| Barrick Gold Corp Stock (GOLD) | 0.1 | $222k | -5% | 11k | 19.89 |
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| Nike Inc Cl B Stock (NKE) | 0.1 | $220k | NEW | 2.5k | 88.40 |
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| Grayscale Bitcoin Trust Etf (GBTC) | 0.1 | $216k | 4.3k | 50.50 |
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| Newmont Corp Stock (NEM) | 0.1 | $216k | NEW | 4.0k | 53.45 |
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| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.1 | $215k | -13% | 468.00 | 460.26 |
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| Ishares S&p Small-cap 600 Value Etf Etf (IJS) | 0.1 | $215k | NEW | 2.0k | 107.66 |
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| Take-two Interactive Software Stock (TTWO) | 0.1 | $214k | 1.4k | 153.71 |
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| Packaging Corp Amer Stock (PKG) | 0.1 | $210k | NEW | 976.00 | 215.40 |
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| Vanguard Small Cap Value Etf Etf (VBR) | 0.1 | $209k | NEW | 1.0k | 200.78 |
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| Schlumberger Ltd Com Stk Stock (SLB) | 0.1 | $207k | 4.9k | 41.95 |
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| Vanguard Ftse Developed Markets Etf Etf (VEA) | 0.1 | $205k | NEW | 3.9k | 52.81 |
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| Ppg Inds Stock (PPG) | 0.1 | $200k | NEW | 1.5k | 132.46 |
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| Ambev Sa Adr (ABEV) | 0.1 | $198k | +3% | 81k | 2.44 |
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| Rivian Automotive Inc Com Cl A Stock (RIVN) | 0.1 | $182k | +2% | 16k | 11.22 |
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| Dnp Select Income Cef (DNP) | 0.0 | $113k | 11k | 10.04 |
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| Jetblue Awys Corp Stock (JBLU) | 0.0 | $90k | +15% | 14k | 6.56 |
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| Chargepoint Holdings Inc Com Cl A Stock (CHPT) | 0.0 | $59k | +28% | 43k | 1.37 |
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| Grayscale Ethereum Mini Trust Etf | 0.0 | $49k | NEW | 20k | 2.44 |
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| SNDL Stock (SNDL) | 0.0 | $41k | 20k | 2.06 |
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| Tilray Brands Stock (TLRY) | 0.0 | $35k | 20k | 1.76 |
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| Schwab Charles Family Fd Amt Tax Free Mny Money Market Fund (SCTXX) | 0.0 | $18k | 18k | 1.00 |
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Past Filings by Jeppson Wealth Management
SEC 13F filings are viewable for Jeppson Wealth Management going back to 2020
- 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
- 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