Jeppson Wealth Management, LLC Purchases in Q1 2025

Jeppson Wealth Management, LLC

  • $273 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XOM
Exxon Mobil Corp

Energy
621
+ 1.13%
$105.44 - $118.93 $65.5K - $73.9K
55.5K $6.61M
RIO
Rio Tinto PLC

Basic Materials
10.4K
+ 51.57%
$58.19 - $64.29 $603K - $666K
30.5K $1.83M
VZ
Verizon Communications Inc

Communication Services
3.21K
+ 3.8%
$37.81 - $46.49 $121K - $149K
87.8K $3.98M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
4.05K
+ 2.4%
$48.43 - $49.9 $196K - $202K
172K $8.6M
JNJ
Johnson & Johnson

Healthcare
613
+ 4.27%
$142.06 - $167.7 $87.1K - $103K
15K $2.48M
ABBV
Abb Vie Inc.

Healthcare
128
+ 1.3%
$169.2 - $216.66 $21.7K - $27.7K
9.95K $2.08M
FCX
Freeport Mcmoran Inc

Basic Materials
7.65K
+ 18.12%
$34.5 - $43.01 $264K - $329K
49.8K $1.89M
VBR
Vanguard Small Cap Value ETF

ETFs
1.5K
New
$183.02 - $207.75 $274K - $311K
1.5K $279K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
130
+ 2.6%
$80.53 - $147.57 $10.5K - $19.2K
5.14K $679K
AMGN
Amgen Inc

Healthcare
208
+ 5.97%
$258.59 - $327.36 $53.8K - $68.1K
3.7K $1.15M
AWK
American Water Works Company, Inc.

Utilities
1.54K
New
$121.01 - $149.31 $186K - $230K
1.54K $227K
UGI
Ugi Corp

Utilities
6.86K
New
$28.0 - $34.16 $192K - $234K
6.86K $226K
DVN
Devon Energy Corp

Energy
5.82K
New
$33.15 - $38.55 $193K - $224K
5.82K $217K
STZ
Constellation Brands, Inc.

Consumer Defensive
1.18K
New
$161.05 - $222.93 $189K - $262K
1.18K $215K
BAX
Baxter International Inc

Healthcare
6K
New
$29.26 - $36.57 $175K - $219K
6K $205K
NEM
Newmont Corp

Basic Materials
4.24K
New
$37.79 - $48.39 $160K - $205K
4.24K $204K
MU
Micron Technology Inc

Technology
2.34K
New
$86.89 - $109.38 $203K - $256K
2.34K $202K
VEA
Vanguard Ftse Developed Market

ETFs
3.95K
New
$47.4 - $52.99 $187K - $209K
3.95K $200K
SO
Southern CO

Utilities
121
+ 0.7%
$80.96 - $92.96 $9.8K - $11.2K
17.5K $1.61M
KMI
Kinder Morgan, Inc.

Energy
2.09K
+ 2.2%
$26.1 - $31.22 $54.5K - $65.2K
96.9K $2.77M
SLB
Schlumberger Limited

Energy
2.93K
+ 48.39%
$38.4 - $43.74 $113K - $128K
8.99K $375K
SNAP
Snap Inc

Communication Services
16.3K
New
$8.37 - $12.57 $136K - $205K
16.3K $141K
D
Dominion Energy, Inc

Utilities
1.89K
+ 14.72%
$52.85 - $57.43 $99.8K - $108K
14.7K $825K
INTC
Intel Corp

Technology
3.99K
+ 25.11%
$19.1 - $27.39 $76.2K - $109K
19.9K $451K
NNN
National Retail Properties, Inc.

Real Estate
2.13K
+ 9.07%
$38.0 - $43.19 $80.9K - $92K
25.6K $1.09M
PSX
Phillips 66

Energy
15
+ 0.15%
$113.93 - $131.55 $1.71K - $1.97K
10.3K $1.27M
GD
General Dynamics Corp

Industrials
328
+ 34.24%
$241.94 - $272.58 $79.4K - $89.4K
1.29K $350K
KMB
Kimberly Clark Corp

Consumer Defensive
25
+ 0.31%
$124.46 - $147.4 $3.11K - $3.69K
8.04K $1.14M
UPS
United Parcel Service Inc

Industrials
1.18K
+ 42.45%
$109.66 - $136.26 $129K - $160K
3.94K $433K
MDLZ
Mondelez International, Inc.

Consumer Defensive
530
+ 10.11%
$56.12 - $68.15 $29.7K - $36.1K
5.77K $391K
NUE
Nucor Corp

Basic Materials
447
+ 20.3%
$114.48 - $142.52 $51.2K - $63.7K
2.65K $318K
OXY
Occidental Petroleum Corp

Energy
1.28K
+ 3.01%
$45.45 - $52.7 $58K - $67.3K
43.7K $2.16M
ABEV
Ambev S.A.

Consumer Defensive
14.5K
+ 26.05%
$1.77 - $2.37 $25.6K - $34.3K
70K $162K
EPD
Enterprise Products Partners L.P.

Energy
669
+ 5.18%
$31.75 - $34.14 $21.2K - $22.8K
13.6K $463K
TGT
Target Corp

Consumer Defensive
1.15K
+ 56.46%
$103.65 - $142.5 $119K - $164K
3.19K $332K
ADM
Archer Daniels Midland CO

Consumer Defensive
1.45K
+ 27.57%
$45.22 - $52.17 $65.4K - $75.4K
6.69K $321K
SCCO
Southern Copper Corp

Basic Materials
491
+ 15.93%
$85.92 - $101.48 $42.2K - $49.8K
3.57K $334K
QCOM
Qualcomm Inc

Technology
334
+ 2.14%
$151.94 - $175.86 $50.7K - $58.7K
15.9K $2.45M
GPC
Genuine Parts CO

Consumer Cyclical
356
+ 20.59%
$115.91 - $129.02 $41.3K - $45.9K
2.09K $248K
GOLD
Barrick Gold Corp

Basic Materials
50
+ 0.47%
$15.45 - $19.56 $773 - $978
10.8K $209K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
506
+ 38.28%
$165.25 - $224.62 $83.6K - $114K
1.83K $303K
CAG
Conagra Brands Inc.

Consumer Defensive
2.24K
+ 11.26%
$23.9 - $27.67 $53.5K - $61.9K
22.1K $589K
RZLT
Rezolute, Inc.

Healthcare
12K
New
$2.73 - $5.57 $32.8K - $66.8K
12K $34K
TTWO
Take Two Interactive Software Inc

Communication Services
5
+ 0.36%
$178.61 - $217.95 $893 - $1.09K
1.4K $289K
NOVA
Sunnova Energy International Inc.

Technology
92.4K
New
$0.3 - $4.51 $27.7K - $416K
92.4K $34K
PFE
Pfizer Inc

Healthcare
2.55K
+ 8.34%
$25.01 - $27.13 $63.7K - $69.1K
33.1K $839K
C
Citigroup Inc

Financial Services
311
+ 5.25%
$67.23 - $84.63 $20.9K - $26.3K
6.24K $442K
UNP
Union Pacific Corp

Industrials
1
+ 0.04%
$225.21 - $254.42 $225 - $254
2.83K $668K
DD
Du Pont De Nemours, Inc.

Basic Materials
374
+ 9.88%
$72.7 - $84.32 $27.2K - $31.5K
4.16K $310K
Activity Summary
Buys All Purchases 77 New Holdings 15 Increased Positions 62 Sells All Sells 98 Reductions 98 Sold out 0 Options Calls 0 Puts 0
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