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 24.11% of Jeppson Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: PG, SNY, MTN, NVO, AAOI, AB, EQR, SLB, Q, MRNA.
- Started 20 new stock positions in MTN, EQR, NVO, MRNA, RZLT, JHG, SNY, CTSH, FE, AAOI. MET, Q, MKC, AB, NTR, LRCX, AZN, TAP, SLB, DVN.
- Reduced shares in these 10 stocks: AMCR, LMT, XOM, GLD, BXP, WFC, NVDA, GPC, INTU, GOOGL.
- Sold out of its positions in ACHR, BIDU, BXP, GPC, INTU, SLVP, NKE, ORI, BITO, SNAP.
- Jeppson Wealth Management was a net seller of stock by $-832k.
- Jeppson Wealth Management has $319M in assets under management (AUM), dropping by 1.00%.
- 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 Excel
Portfolio Holdings for Jeppson Wealth Management
Jeppson Wealth Management holds 235 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple Stock (AAPL) | 7.7 | $24M | 96k | 253.79 |
|
|
| Ishares 0-5 Year Tips Bond Etf Etf (STIP) | 5.6 | $18M | 172k | 103.43 |
|
|
| Nvidia Corporation Stock (NVDA) | 4.4 | $14M | -2% | 80k | 174.40 |
|
| Lockheed Martin Corp Stock (LMT) | 3.7 | $12M | -5% | 20k | 604.40 |
|
| Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP) | 2.8 | $8.9M | 179k | 49.95 |
|
|
| Exxon Mobil Corp Stock (XOM) | 2.6 | $8.4M | -6% | 50k | 169.66 |
|
| Amazon Stock (AMZN) | 1.9 | $6.0M | 29k | 208.27 |
|
|
| At&t Stock (T) | 1.7 | $5.6M | 193k | 28.99 |
|
|
| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 1.6 | $5.2M | 18k | 286.86 |
|
|
| Microsoft Corp Stock (MSFT) | 1.6 | $5.2M | +2% | 14k | 370.17 |
|
| Disney Walt Stock (DIS) | 1.4 | $4.6M | 48k | 96.38 |
|
|
| American Elec Pwr Stock (AEP) | 1.4 | $4.6M | -2% | 35k | 131.08 |
|
| Verizon Communications Stock (VZ) | 1.4 | $4.5M | -2% | 91k | 50.20 |
|
| Cisco Sys Stock (CSCO) | 1.4 | $4.4M | 57k | 77.59 |
|
|
| Broadcom Stock (AVGO) | 1.2 | $4.0M | -2% | 13k | 309.52 |
|
| Eli Lilly & Co Stock (LLY) | 1.2 | $3.8M | 4.1k | 919.77 |
|
|
| Oracle Corp Stock (ORCL) | 1.2 | $3.8M | 26k | 147.11 |
|
|
| Rtx Corporation Stock (RTX) | 1.2 | $3.7M | 19k | 192.90 |
|
|
| Jpmorgan Chase & Co Stock (JPM) | 1.2 | $3.7M | 13k | 294.17 |
|
|
| Walmart Stock (WMT) | 1.1 | $3.5M | 28k | 124.28 |
|
|
| Wheaton Precious Metals Corp Stock (WPM) | 1.1 | $3.4M | -2% | 26k | 131.01 |
|
| Johnson & Johnson Stock (JNJ) | 1.1 | $3.4M | -2% | 14k | 244.44 |
|
| Kinder Morgan Inc Del Stock (KMI) | 1.0 | $3.3M | 97k | 33.53 |
|
|
| Chevron Corporation Stock (CVX) | 1.0 | $3.2M | -3% | 15k | 206.90 |
|
| Freeport Mcmoran Inc Cl B Stock (FCX) | 1.0 | $3.1M | 52k | 58.78 |
|
|
| Spdr Gold Shares Etf (GLD) | 0.9 | $3.0M | -10% | 7.0k | 430.29 |
|
| Shopify Inc Cl A Sub Vtg Stock (SHOP) | 0.9 | $2.9M | 25k | 118.62 |
|
|
| Rio Tinto Adr (RIO) | 0.8 | $2.7M | 29k | 93.29 |
|
|
| Cardinal Health Stock (CAH) | 0.8 | $2.6M | -4% | 12k | 211.31 |
|
| Gilead Sciences Stock (GILD) | 0.8 | $2.5M | -2% | 18k | 139.37 |
|
| Procter & Gamble Stock (PG) | 0.8 | $2.4M | +20% | 17k | 144.44 |
|
| Merck & Co Stock (MRK) | 0.8 | $2.4M | 20k | 120.29 |
|
|
| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 0.8 | $2.4M | -9% | 8.4k | 287.57 |
|
| Bank Of Amer Corp Stock (BAC) | 0.8 | $2.4M | -8% | 49k | 48.75 |
|
| Meta Platforms Inc Cl A Stock (META) | 0.7 | $2.3M | -2% | 4.0k | 572.17 |
|
| Occidental Pete Corp Stock (OXY) | 0.7 | $2.3M | 35k | 65.00 |
|
|
| Omega Healthcare Invs Reit (OHI) | 0.7 | $2.2M | 51k | 43.82 |
|
|
| Sempra Stock (SRE) | 0.7 | $2.2M | 23k | 97.17 |
|
|
| Qualcomm Stock (QCOM) | 0.7 | $2.2M | +7% | 17k | 128.78 |
|
| Abbvie Stock (ABBV) | 0.7 | $2.2M | 9.9k | 217.49 |
|
|
| Conocophillips Stock (COP) | 0.6 | $2.1M | 16k | 132.00 |
|
|
| Duke Energy Corp Stock (DUK) | 0.6 | $2.0M | 15k | 130.94 |
|
|
| Palo Alto Networks Stock (PANW) | 0.6 | $2.0M | +7% | 12k | 160.32 |
|
| Simon Ppty Group Reit (SPG) | 0.6 | $1.9M | -2% | 10k | 186.53 |
|
| Schwab Charles Corp Stock (SCHW) | 0.6 | $1.8M | 19k | 93.98 |
|
|
| Phillips 66 Stock (PSX) | 0.6 | $1.8M | 9.8k | 182.18 |
|
|
| Welltower Reit (WELL) | 0.6 | $1.8M | 8.9k | 197.70 |
|
|
| Corning Stock (GLW) | 0.5 | $1.7M | 13k | 135.97 |
|
|
| Southern Stock (SO) | 0.5 | $1.7M | 17k | 96.52 |
|
|
| Vanguard Small-cap Etf Etf (VB) | 0.5 | $1.7M | 6.3k | 261.92 |
|
|
| International Business Machs Stock (IBM) | 0.5 | $1.6M | 6.8k | 242.39 |
|
|
| Wells Fargo & Co Stock (WFC) | 0.5 | $1.6M | -15% | 21k | 79.61 |
|
| Northrop Grumman Corp Stock (NOC) | 0.5 | $1.5M | -9% | 2.2k | 682.24 |
|
| Invesco Qqq Trust Series I Etf (QQQ) | 0.5 | $1.5M | +6% | 2.6k | 577.19 |
|
| Tesla Stock (TSLA) | 0.5 | $1.5M | +2% | 4.0k | 371.75 |
|
| Wp Carey Reit (WPC) | 0.5 | $1.5M | 22k | 67.96 |
|
|
| Vanguard Growth Etf Etf (VUG) | 0.4 | $1.4M | 3.3k | 436.83 |
|
|
| State Street Spdr S&p Dividend Etf Etf (SDY) | 0.4 | $1.4M | -4% | 9.6k | 145.94 |
|
| Abbott Laboratories Stock (ABT) | 0.4 | $1.4M | +2% | 14k | 102.67 |
|
| Vanguard Total Stock Market Etf Etf (VTI) | 0.4 | $1.4M | 4.3k | 320.78 |
|
|
| Carlyle Group Stock (CG) | 0.4 | $1.3M | +2% | 27k | 48.39 |
|
| Bhp Billiton Adr (BHP) | 0.4 | $1.3M | +8% | 18k | 72.74 |
|
| Amgen Stock (AMGN) | 0.4 | $1.2M | -6% | 3.4k | 351.86 |
|
| Bristol-myers Squibb Stock (BMY) | 0.4 | $1.2M | 19k | 60.65 |
|
|
| Uber Technologies Stock (UBER) | 0.4 | $1.2M | 16k | 71.93 |
|
|
| Pfizer Stock (PFE) | 0.4 | $1.1M | 41k | 28.08 |
|
|
| Pepsico Stock (PEP) | 0.3 | $1.1M | 7.1k | 155.29 |
|
|
| Kayne Anderson Energy Infrstr Cef (KYN) | 0.3 | $1.1M | 76k | 14.28 |
|
|
| Boeing Stock (BA) | 0.3 | $1.1M | 5.4k | 199.01 |
|
|
| Caterpillar Stock (CAT) | 0.3 | $1.1M | -3% | 1.5k | 708.46 |
|
| Netflix Stock (NFLX) | 0.3 | $1.1M | +9% | 11k | 96.15 |
|
| Nnn Reit Reit (NNN) | 0.3 | $1.1M | 25k | 42.03 |
|
|
| Kimberly-clark Corp Stock (KMB) | 0.3 | $1.0M | +6% | 11k | 96.47 |
|
| Southern Copper Corp Stock (SCCO) | 0.3 | $1.0M | 5.9k | 172.06 |
|
|
| Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL) | 0.3 | $1.0M | -3% | 9.5k | 106.01 |
|
| Home Depot Stock (HD) | 0.3 | $971k | -2% | 3.0k | 328.89 |
|
| Unilever Adr (UL) | 0.3 | $971k | 17k | 56.97 |
|
|
| Bank New York Mellon Corp Stock (BK) | 0.3 | $970k | -3% | 8.2k | 118.63 |
|
| Capital One Finl Corp Stock (COF) | 0.3 | $955k | -3% | 5.2k | 182.43 |
|
| Dominion Energy Stock (D) | 0.3 | $934k | 15k | 61.82 |
|
|
| Mcdonalds Corp Stock (MCD) | 0.3 | $929k | -3% | 3.0k | 310.79 |
|
| Novartis Adr (NVS) | 0.3 | $922k | 6.0k | 152.75 |
|
|
| Intel Corp Stock (INTC) | 0.3 | $915k | -2% | 21k | 44.13 |
|
| Mercadolibre Stock (MELI) | 0.3 | $915k | 529.00 | 1729.02 |
|
|
| Allstate Corp Stock (ALL) | 0.3 | $909k | 4.4k | 207.33 |
|
|
| Citigroup Stock (C) | 0.3 | $855k | 7.5k | 113.41 |
|
|
| Blackstone Stock (BX) | 0.3 | $825k | +10% | 7.2k | 114.99 |
|
| Dow Hldgs Stock (DOW) | 0.3 | $821k | 20k | 41.65 |
|
|
| Realty Income Corp Reit (O) | 0.3 | $798k | 13k | 61.18 |
|
|
| Stag Industrial Reit (STAG) | 0.3 | $798k | 22k | 36.06 |
|
|
| Tyson Foods Inc Cl A Stock (TSN) | 0.2 | $777k | -6% | 12k | 64.07 |
|
| Alerian Mlp Etf Etf (AMLP) | 0.2 | $757k | 14k | 52.64 |
|
|
| Nextera Energy Stock (NEE) | 0.2 | $752k | 8.1k | 92.88 |
|
|
| Consolidated Edison Stock (ED) | 0.2 | $728k | -5% | 6.4k | 113.18 |
|
| Automatic Data Processing Stock (ADP) | 0.2 | $720k | +36% | 3.5k | 203.18 |
|
| Berkshire Hathaway Inc Del Cl A Stock (BRK.A) | 0.2 | $718k | 1.00 | 718140.00 |
|
|
| Federal Rlty Invt Tr New Sh Ben Int Reit (FRT) | 0.2 | $713k | 6.7k | 106.21 |
|
|
| Micron Technology Stock (MU) | 0.2 | $702k | 2.1k | 337.84 |
|
|
| Travelers Companies Stock (TRV) | 0.2 | $691k | 2.4k | 291.68 |
|
|
| Union Pac Corp Stock (UNP) | 0.2 | $691k | 2.8k | 242.62 |
|
|
| Visa Inc Com Cl A Stock (V) | 0.2 | $688k | +25% | 2.3k | 302.24 |
|
| Emerson Elec Stock (EMR) | 0.2 | $681k | 5.2k | 131.02 |
|
|
| Coca Cola Stock (KO) | 0.2 | $680k | +3% | 8.9k | 76.05 |
|
| Royal Caribbean Group Stock (RCL) | 0.2 | $675k | -20% | 2.5k | 275.18 |
|
| Dover Corp Stock (DOV) | 0.2 | $647k | 3.1k | 208.45 |
|
|
| Energy Transfer L P Com Ut Ltd Ptn Stock (ET) | 0.2 | $645k | +2% | 33k | 19.30 |
|
| Kraft Heinz Stock (KHC) | 0.2 | $611k | -22% | 27k | 22.49 |
|
| Target Corp Stock (TGT) | 0.2 | $608k | -7% | 5.0k | 121.20 |
|
| Evergy Stock (EVRG) | 0.2 | $607k | 7.4k | 81.92 |
|
|
| Illinois Tool Wks Stock (ITW) | 0.2 | $607k | 2.3k | 260.29 |
|
|
| Global X Silver Miners Etf Etf (SIL) | 0.2 | $579k | 6.4k | 90.08 |
|
|
| General Mills Stock (GIS) | 0.2 | $578k | 16k | 37.22 |
|
|
| Ing Groep Adr (ING) | 0.2 | $573k | -4% | 22k | 26.05 |
|
| National Grid Plc Sponsored Adr Ne Adr (NGG) | 0.2 | $562k | 6.6k | 84.60 |
|
|
| Vaneck Gold Miners Etf Etf (GDX) | 0.2 | $555k | 6.1k | 91.77 |
|
|
| Darden Restaurants Stock (DRI) | 0.2 | $541k | 2.8k | 196.04 |
|
|
| Paychex Stock (PAYX) | 0.2 | $524k | +57% | 5.7k | 92.12 |
|
| Starbucks Corp Stock (SBUX) | 0.2 | $524k | -8% | 5.8k | 89.59 |
|
| Sabra Health Care Reit Reit (SBRA) | 0.2 | $514k | 27k | 19.23 |
|
|
| Alibaba Group Hldg Adr (BABA) | 0.2 | $510k | -18% | 4.1k | 125.46 |
|
| Vici Pptys Reit (VICI) | 0.2 | $509k | +57% | 19k | 27.32 |
|
| Enterprise Prods Partners Stock (EPD) | 0.2 | $507k | -2% | 13k | 37.84 |
|
| Salesforce Stock (CRM) | 0.2 | $501k | +32% | 2.7k | 186.68 |
|
| Ishares Tips Bond Etf Etf (TIP) | 0.2 | $500k | 4.5k | 110.35 |
|
|
| Cheesecake Factory Stock (CAKE) | 0.2 | $499k | 9.1k | 54.75 |
|
|
| Mondelez Intl Inc Cl A Stock (MDLZ) | 0.2 | $496k | +45% | 8.6k | 57.64 |
|
| Williams Sonoma Stock (WSM) | 0.2 | $489k | 2.7k | 182.33 |
|
|
| Barrick Mng Corp Stock (B) | 0.2 | $486k | -2% | 12k | 40.79 |
|
| Newmont Corp Stock (NEM) | 0.1 | $468k | 4.3k | 108.26 |
|
|
| Taiwan Semiconductor Manufact Adr (TSM) | 0.1 | $464k | -4% | 1.4k | 337.95 |
|
| Nucor Corp Stock (NUE) | 0.1 | $463k | 2.7k | 169.10 |
|
|
| 3M Stock (MMM) | 0.1 | $457k | -5% | 3.1k | 145.23 |
|
| Northwestern Energy Group Stock (NWE) | 0.1 | $452k | 6.9k | 65.94 |
|
|
| Constellation Brands Inc Cl A Stock (STZ) | 0.1 | $451k | +5% | 3.0k | 150.00 |
|
| Archer Daniels Midland Stock (ADM) | 0.1 | $450k | 6.2k | 72.69 |
|
|
| Palantir Technologies Inc Cl A Stock (PLTR) | 0.1 | $440k | +18% | 3.0k | 146.28 |
|
| Medtronic Stock (MDT) | 0.1 | $437k | +21% | 5.0k | 86.65 |
|
| Schwab U.s. Broad Market Etf Etf (SCHB) | 0.1 | $436k | -2% | 17k | 25.10 |
|
| Waste Mgmt Inc Del Stock (WM) | 0.1 | $431k | 1.9k | 229.79 |
|
|
| Agnico Eagle Mines Stock (AEM) | 0.1 | $430k | 2.1k | 202.98 |
|
|
| Vanguard Dividend Appreciation Etf Etf (VIG) | 0.1 | $430k | -5% | 2.0k | 215.06 |
|
| Schwab U.s. Small-cap Etf Etf (SCHA) | 0.1 | $429k | 15k | 29.08 |
|
|
| Honeywell Intl Stock (HON) | 0.1 | $423k | 1.9k | 226.03 |
|
|
| General Dynamics Corp Stock (GD) | 0.1 | $423k | 1.2k | 343.22 |
|
|
| Ge Aerospace Stock (GE) | 0.1 | $418k | 1.5k | 283.77 |
|
|
| Air Products And Chemicals Stock (APD) | 0.1 | $417k | 1.4k | 290.49 |
|
|
| Vanguard Ftse Emerging Markets Etf Etf (VWO) | 0.1 | $411k | 7.6k | 54.05 |
|
|
| Valero Energy Corp Stock (VLO) | 0.1 | $409k | 1.7k | 247.08 |
|
|
| Sanofi Sa Adr (SNY) | 0.1 | $399k | NEW | 8.3k | 48.18 |
|
| Marvell Technology Stock (MRVL) | 0.1 | $393k | 4.0k | 99.05 |
|
|
| Vanguard Small-cap Growth Etf Etf (VBK) | 0.1 | $390k | 1.3k | 302.18 |
|
|
| Starwood Ppty Tr Reit (STWD) | 0.1 | $384k | +39% | 22k | 17.22 |
|
| Ishares Msci Emerging Markets Etf Etf (EEM) | 0.1 | $384k | 6.8k | 56.79 |
|
|
| Costco Wholesale Corporation Stock (COST) | 0.1 | $384k | -7% | 385.00 | 996.54 |
|
| Kimco Realty Corp Reit (KIM) | 0.1 | $376k | 17k | 22.47 |
|
|
| Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS) | 0.1 | $371k | 2.5k | 145.81 |
|
|
| Diamondback Energy Stock (FANG) | 0.1 | $371k | 1.9k | 197.79 |
|
|
| Diageo Adr (DEO) | 0.1 | $370k | +36% | 5.0k | 74.45 |
|
| Vail Resorts Stock (MTN) | 0.1 | $363k | NEW | 2.8k | 128.32 |
|
| Coinbase Global Inc Com Cl A Stock (COIN) | 0.1 | $359k | +9% | 2.1k | 174.61 |
|
| Vornado Rlty Tr Sh Ben Int Reit (VNO) | 0.1 | $353k | 14k | 25.99 |
|
|
| Crowdstrike Hldgs Inc Cl A Stock (CRWD) | 0.1 | $348k | +41% | 890.00 | 390.41 |
|
| Unitedhealth Group Stock (UNH) | 0.1 | $337k | +5% | 1.2k | 270.59 |
|
| Adobe Stock (ADBE) | 0.1 | $332k | -2% | 1.4k | 243.08 |
|
| Corteva Stock (CTVA) | 0.1 | $332k | 4.0k | 83.71 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $331k | NEW | 9.0k | 36.75 |
|
| Vanguard Information Technology Etf Etf (VGT) | 0.1 | $325k | 466.00 | 697.01 |
|
|
| Dell Technologies Inc Cl C Stock (DELL) | 0.1 | $320k | 1.9k | 164.13 |
|
|
| Ge Vernova Stock (GEV) | 0.1 | $317k | 363.00 | 872.90 |
|
|
| Vanguard Small Cap Value Etf Etf (VBR) | 0.1 | $317k | 1.5k | 217.25 |
|
|
| United Parcel Svcs Inc Cl B Stock (UPS) | 0.1 | $308k | 3.1k | 98.38 |
|
|
| Applied Optoelectronics Stock (AAOI) | 0.1 | $305k | NEW | 3.6k | 84.59 |
|
| Us Bancorp Stock (USB) | 0.1 | $305k | 5.9k | 52.01 |
|
|
| Alliancebernstein Hldg L P Unit Ltd Partn Stock (AB) | 0.1 | $303k | NEW | 8.1k | 37.44 |
|
| Expedia Group Stock (EXPE) | 0.1 | $298k | 1.3k | 230.91 |
|
|
| Ishares Gold Trust Etf (IAU) | 0.1 | $297k | 3.4k | 88.16 |
|
|
| Portland Gen Elec Stock (POR) | 0.1 | $296k | 5.6k | 52.77 |
|
|
| Applied Matls Stock (AMAT) | 0.1 | $291k | 850.00 | 341.79 |
|
|
| Clorox Co Del Stock (CLX) | 0.1 | $287k | 2.8k | 103.63 |
|
|
| Becton Dickinson & Co Stock (BDX) | 0.1 | $286k | +48% | 1.8k | 157.23 |
|
| Alpine Income Ppty Tr Reit (PINE) | 0.1 | $283k | +2% | 16k | 18.00 |
|
| American Tower Corp Reit (AMT) | 0.1 | $280k | 1.6k | 172.58 |
|
|
| Brixmor Ppty Group Reit (BRX) | 0.1 | $279k | 9.7k | 28.80 |
|
|
| Snowflake Stock (SNOW) | 0.1 | $274k | +51% | 1.8k | 150.82 |
|
| Equity Residential Sh Ben Int Reit (EQR) | 0.1 | $274k | NEW | 4.6k | 59.15 |
|
| Comcast Corp New Cl A Stock (CMCSA) | 0.1 | $273k | -3% | 9.5k | 28.71 |
|
| Hormel Foods Corp Stock (HRL) | 0.1 | $270k | 12k | 22.65 |
|
|
| Altria Group Stock (MO) | 0.1 | $270k | 4.1k | 65.99 |
|
|
| Take-two Interactive Software Stock (TTWO) | 0.1 | $268k | 1.4k | 197.50 |
|
|
| Rivian Automotive Inc Com Cl A Stock (RIVN) | 0.1 | $263k | 18k | 15.05 |
|
|
| Colgate Palmolive Stock (CL) | 0.1 | $262k | 3.1k | 85.23 |
|
|
| Slb Limited Com Stk Stock (SLB) | 0.1 | $260k | NEW | 5.1k | 51.39 |
|
| Norwegian Cruise Line Hldgs Lt Stock (NCLH) | 0.1 | $259k | +32% | 14k | 18.70 |
|
| Norfolk Southn Corp Stock (NSC) | 0.1 | $258k | 900.00 | 287.00 |
|
|
| Qnity Electronics Stock (Q) | 0.1 | $257k | NEW | 2.2k | 115.38 |
|
| Texas Instrs Stock (TXN) | 0.1 | $256k | 1.3k | 194.14 |
|
|
| Vanguard Ftse Developed Markets Etf Etf (VEA) | 0.1 | $253k | 4.0k | 64.08 |
|
|
| Kraneshares Csi China Internet Etf Etf (KWEB) | 0.1 | $249k | -3% | 8.8k | 28.43 |
|
| Moderna Stock (MRNA) | 0.1 | $242k | NEW | 4.8k | 50.80 |
|
| Chipotle Mexican Grill Stock (CMG) | 0.1 | $242k | 7.6k | 32.01 |
|
|
| Ugi Corp Stock (UGI) | 0.1 | $241k | 6.6k | 36.42 |
|
|
| Ambev Sa Adr (ABEV) | 0.1 | $240k | +5% | 82k | 2.92 |
|
| Conagra Brands Stock (CAG) | 0.1 | $238k | -31% | 15k | 15.72 |
|
| Ishares S&p Small-cap 600 Value Etf Etf (IJS) | 0.1 | $237k | 2.0k | 118.45 |
|
|
| Lam Research Corp Stock (LRCX) | 0.1 | $235k | NEW | 1.1k | 213.66 |
|
| Delta Air Lines Stock (DAL) | 0.1 | $230k | 3.5k | 66.48 |
|
|
| Hilton Worldwide Hldgs Stock (HLT) | 0.1 | $228k | 750.00 | 304.08 |
|
|
| Metlife Stock (MET) | 0.1 | $228k | NEW | 3.2k | 70.72 |
|
| Devon Energy Corp Stock (DVN) | 0.1 | $223k | NEW | 4.4k | 50.32 |
|
| Vanguard High Dividend Yield Index Etf Etf (VYM) | 0.1 | $222k | -2% | 1.5k | 148.10 |
|
| Vanguard Mid-cap Value Etf Etf (VOE) | 0.1 | $222k | 1.2k | 184.28 |
|
|
| Toronto Dominion Bk Ont Stock (TD) | 0.1 | $222k | 2.4k | 93.31 |
|
|
| Public Svc Enterprise Group Stock (PEG) | 0.1 | $221k | 2.7k | 80.95 |
|
|
| Warner Bros Discovery Inc Com Ser A Stock (WBD) | 0.1 | $220k | 8.0k | 27.46 |
|
|
| Amcor Stock (AMCR) | 0.1 | $215k | -80% | 5.4k | 39.75 |
|
| Grayscale Bitcoin Trust Etf Etf (GBTC) | 0.1 | $214k | 4.1k | 52.76 |
|
|
| Firstenergy Corp Stock (FE) | 0.1 | $214k | NEW | 4.2k | 50.66 |
|
| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.1 | $212k | 442.00 | 479.20 |
|
|
| Molson Coors Beverage Co Cl B Stock (TAP) | 0.1 | $211k | NEW | 4.9k | 43.06 |
|
| Nutrien Stock (NTR) | 0.1 | $210k | NEW | 2.8k | 75.46 |
|
| Cognizant Technology Solutions Cl A Stock (CTSH) | 0.1 | $210k | NEW | 3.4k | 61.35 |
|
| American Wtr Wks Stock (AWK) | 0.1 | $210k | 1.5k | 136.09 |
|
|
| Janus Henderson Group Plc Ord Stock (JHG) | 0.1 | $209k | NEW | 4.1k | 51.37 |
|
| Mccormick & Co Inc Com Non Vtg Stock (MKC) | 0.1 | $208k | NEW | 4.1k | 50.44 |
|
| Packaging Corp Amer Stock (PKG) | 0.1 | $207k | 976.00 | 212.22 |
|
|
| Las Vegas Sands Corp Stock (LVS) | 0.1 | $206k | 3.8k | 53.88 |
|
|
| Astrazeneca Plc Ord Adr (AZN) | 0.1 | $205k | NEW | 1.0k | 197.22 |
|
| Paramount Skydance Corp Com Cl B Stock (PSKY) | 0.1 | $164k | +48% | 18k | 9.02 |
|
| Aes Corp Stock (AES) | 0.1 | $161k | 11k | 14.09 |
|
|
| Newell Brands Stock (NWL) | 0.0 | $121k | +6% | 35k | 3.43 |
|
| Dnp Select Income Cef (DNP) | 0.0 | $116k | 11k | 10.30 |
|
|
| Jetblue Airways Corp Stock (JBLU) | 0.0 | $63k | 14k | 4.42 |
|
|
| Rezolute Stock (RZLT) | 0.0 | $31k | NEW | 10k | 3.05 |
|
| SNDL Stock (SNDL) | 0.0 | $26k | 20k | 1.32 |
|
|
| Goldmining Stock (GLDG) | 0.0 | $12k | -28% | 10k | 1.19 |
|
Past Filings by Jeppson Wealth Management
SEC 13F filings are viewable for Jeppson Wealth Management going back to 2020
- Jeppson Wealth Management 2026 Q1 filed April 14, 2026
- 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