Jeppson Wealth Management, LLC Purchases in Q2 2025

Jeppson Wealth Management, LLC

  • $289 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
48
+ 0.36%
$146.29 - $275.65 $7.02K - $13.2K
13.3K $3.66M
SHOP
Shopify Inc.

Technology
31
+ 0.12%
$76.89 - $115.35 $2.38K - $3.58K
25.1K $2.9M
BAC
Bank Of America Corp

Financial Services
2.27K
+ 4.27%
$34.39 - $47.46 $78.2K - $108K
55.5K $2.62M
FCX
Freeport Mcmoran Inc

Basic Materials
2.46K
+ 4.93%
$29.15 - $44.46 $71.7K - $109K
52.3K $2.27M
ET
Energy Transfer LP

Energy
18.9K
New
$15.65 - $18.93 $296K - $358K
18.9K $343K
PLTR
Palantir Technologies Inc.

Technology
2.44K
New
$74.01 - $144.25 $180K - $351K
2.44K $331K
COIN
Coinbase Global, Inc.

Technology
69
+ 4.07%
$151.47 - $375.07 $10.5K - $25.9K
1.77K $618K
SCCO
Southern Copper Corp

Basic Materials
2.72K
+ 76.13%
$75.63 - $104.64 $206K - $285K
6.3K $636K
CDTX
Cidara Therapeutics, Inc.

Healthcare
6.16K
New
$16.43 - $49.45 $101K - $304K
6.16K $299K
RTX
Raytheon Technologies Corp

Industrials
119
+ 0.59%
$113.75 - $148.48 $13.5K - $17.7K
20.2K $2.94M
FANG
Diamondback Energy, Inc.

Energy
1.9K
New
$119.25 - $161.49 $227K - $307K
1.9K $261K
AMCR
Amcor PLC

Consumer Cyclical
27.9K
New
$8.57 - $9.81 $239K - $273K
27.9K $255K
DELL
Dell Technologies Inc.

Technology
1.95K
New
$71.63 - $125.98 $139K - $245K
1.95K $238K
TSN
Tyson Foods, Inc.

Consumer Defensive
5.17K
+ 79.74%
$54.33 - $63.56 $281K - $328K
11.6K $651K
DEO
Diageo PLC

Consumer Defensive
2.35K
New
$99.86 - $115.75 $234K - $272K
2.35K $236K
BA
Boeing CO

Industrials
110
+ 2.04%
$136.59 - $217.51 $15K - $23.9K
5.49K $1.15M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
3.36K
+ 1.95%
$49.57 - $50.27 $167K - $169K
176K $8.83M
GOOGL
Alphabet Inc.

Communication Services
106
+ 1.15%
$144.7 - $178.6 $15.3K - $18.9K
9.29K $1.64M
BDX
Becton Dickinson & CO

Healthcare
1.26K
New
$165.15 - $226.42 $207K - $284K
1.26K $216K
IAU
Ishares Gold Trust

ETFs
3.37K
New
$56.1 - $64.74 $189K - $218K
3.37K $210K
NKE
Nike, Inc.

Consumer Cyclical
2.9K
New
$53.27 - $72.04 $155K - $209K
2.9K $206K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.54K
New
$114.78 - $133.31 $177K - $205K
1.54K $205K
C
Citigroup Inc

Financial Services
1.36K
+ 21.84%
$58.13 - $85.12 $79.2K - $116K
7.6K $646K
VB
Vanguard Small Cap ETF

ETFs
482
+ 8.26%
$193.73 - $237.37 $93.4K - $114K
6.32K $1.5M
SPG
Simon Property Group Inc

Real Estate
1.48K
+ 15.94%
$140.37 - $171.44 $208K - $254K
10.8K $1.73M
PINE
Alpine Income Property Trust, Inc.

Real Estate
10.3K
New
$14.71 - $17.13 $152K - $177K
10.3K $151K
CAKE
Cheesecake Factory Inc

Consumer Cyclical
6
+ 0.06%
$44.23 - $62.66 $265 - $376
9.46K $593K
EMR
Emerson Electric CO

Industrials
57
+ 1.09%
$94.15 - $133.33 $5.37K - $7.6K
5.29K $705K
KMI
Kinder Morgan, Inc.

Energy
930
+ 0.96%
$25.21 - $29.4 $23.4K - $27.3K
97.9K $2.88M
QCOM
Qualcomm Inc

Technology
95
+ 0.6%
$124.66 - $159.48 $11.8K - $15.2K
16K $2.55M
O
Realty Income Corp

Real Estate
1.88K
+ 16.19%
$52.27 - $58.52 $98K - $110K
13.5K $775K
SRE
Sempra Energy

Utilities
12
+ 0.05%
$63.78 - $78.91 $765 - $947
23.1K $1.75M
CRWD
Crowd Strike Holdings, Inc.

Technology
5
+ 0.79%
$321.63 - $509.31 $1.61K - $2.55K
634 $322K
TGT
Target Corp

Consumer Defensive
1.08K
+ 33.76%
$88.76 - $105.77 $95.5K - $114K
4.26K $420K
BX
Blackstone Inc.

Financial Services
66
+ 1.02%
$120.07 - $151.11 $7.92K - $9.97K
6.55K $979K
NUE
Nucor Corp

Basic Materials
355
+ 13.4%
$103.22 - $131.43 $36.6K - $46.7K
3K $389K
PFE
Pfizer Inc

Healthcare
4.41K
+ 13.32%
$21.59 - $24.84 $95.2K - $110K
37.5K $909K
BITO
Proshares Tr Bitcoin Strategy

ETFs
402
+ 2.63%
$16.69 - $23.43 $6.71K - $9.42K
15.7K $336K
NEE
Nextera Energy Inc

Utilities
920
+ 12.16%
$64.11 - $75.0 $59K - $69K
8.49K $589K
NOC
Northrop Grumman Corp

Industrials
156
+ 6.54%
$456.3 - $540.39 $71.2K - $84.3K
2.54K $1.27M
NEM
Newmont Corp

Basic Materials
100
+ 2.36%
$44.18 - $59.46 $4.42K - $5.95K
4.34K $253K
BAX
Baxter International Inc

Healthcare
2.4K
+ 39.94%
$27.8 - $34.02 $66.6K - $81.5K
8.39K $254K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
7
+ 0.28%
$104.23 - $134.39 $730 - $941
2.51K $337K
D
Dominion Energy, Inc

Utilities
700
+ 4.76%
$49.66 - $58.0 $34.8K - $40.6K
15.4K $871K
CRM
Salesforce, Inc.

Technology
120
+ 6.35%
$236.26 - $291.15 $28.4K - $34.9K
2.01K $547K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
3.68K
+ 4.9%
$10.49 - $12.99 $38.6K - $47.8K
78.7K $1M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
11
+ 0.07%
$19.1 - $23.83 $210 - $262
15.7K $373K
DRI
Darden Restaurants Inc

Consumer Cyclical
11
+ 0.36%
$186.58 - $225.78 $2.05K - $2.48K
3.05K $664K
ADBE
Adobe Inc.

Technology
62
+ 4.33%
$340.0 - $420.68 $21.1K - $26.1K
1.5K $578K
Activity Summary
Buys All Purchases 76 New Holdings 16 Increased Positions 60 Sells All Sells 106 Reductions 106 Sold out 0 Options Calls 0 Puts 0
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