Jeppson Wealth Management, LLC Purchases in Q3 2024

Jeppson Wealth Management, LLC

  • $279 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BHP
Bhp Group LTD

Basic Materials
3.43K
+ 10.57%
$51.32 - $62.11 $176K - $213K
35.9K $2.23M
CSCO
Cisco Systems, Inc.

Technology
65
+ 0.11%
$44.74 - $53.22 $2.91K - $3.46K
59.9K $3.19M
META
Meta Platforms, Inc.

Communication Services
27
+ 0.66%
$453.41 - $572.44 $12.2K - $15.5K
4.11K $2.35M
GLD
Spdr Gold Trust

ETFs
381
+ 5.36%
$215.56 - $246.98 $82.1K - $94.1K
7.49K $1.82M
DUK
Duke Energy Corp

Utilities
105
+ 0.62%
$99.35 - $117.71 $10.4K - $12.4K
17K $1.96M
DVN
Devon Energy Corp

Energy
5.99K
New
$37.87 - $48.65 $227K - $291K
5.99K $234K
NSC
Norfolk Southern Corp

Industrials
900
New
$213.75 - $259.69 $192K - $234K
900 $223K
NKE
Nike, Inc.

Consumer Cyclical
2.49K
New
$71.09 - $89.44 $177K - $223K
2.49K $220K
NEM
Newmont Corp

Basic Materials
4.04K
New
$41.65 - $55.85 $168K - $226K
4.04K $216K
IJS
Ishares S&P Smallcap 600 Value

ETFs
2K
New
$95.81 - $109.03 $192K - $218K
2K $215K
VBR
Vanguard Small Cap Value ETF

ETFs
1.04K
New
$179.99 - $201.6 $187K - $210K
1.04K $208K
VEA
Vanguard Ftse Developed Market

ETFs
3.89K
New
$47.6 - $53.31 $185K - $207K
3.89K $205K
PPG
Ppg Industries Inc

Basic Materials
1.51K
New
$118.32 - $134.55 $179K - $204K
1.51K $200K
WPC
W. P. Carey Inc.

Real Estate
480
+ 2.22%
$54.63 - $63.96 $26.2K - $30.7K
22.1K $1.38M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
1.06K
+ 0.63%
$48.06 - $49.39 $50.7K - $52.1K
167K $8.25M
AVGO
Broadcom Inc.

Technology
11.5K
+ 910.6%
$136.27 - $1745.86 $1.57M - $20.1M
12.8K $2.2M
CAH
Cardinal Health Inc

Healthcare
61
+ 0.45%
$93.74 - $114.66 $5.72K - $6.99K
13.7K $1.52M
BMY
Bristol Myers Squibb CO

Healthcare
334
+ 2.27%
$39.66 - $51.75 $13.2K - $17.3K
15.1K $779K
O
Realty Income Corp

Real Estate
1
+ 0.01%
$52.36 - $63.42 $52.4 - $63.4
11.7K $739K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
100
+ 0.37%
$15.15 - $19.2 $1.52K - $1.92K
27.4K $509K
VTI
Vanguard Total Stock Market Et

ETFs
16
+ 0.34%
$255.18 - $283.2 $4.08K - $4.53K
4.75K $1.34M
PFE
Pfizer Inc

Healthcare
1.07K
+ 3.39%
$27.7 - $31.39 $29.7K - $33.7K
32.7K $947K
ITW
Illinois Tool Works Inc

Industrials
6
+ 0.25%
$233.14 - $263.97 $1.4K - $1.58K
2.41K $630K
NWE
Northwestern Corp

Utilities
125
+ 1.61%
$48.68 - $57.27 $6.09K - $7.16K
7.88K $450K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
896
+ 1.18%
$9.89 - $11.43 $8.86K - $10.2K
76.6K $841K
CMCSA
Comcast Corp

Communication Services
201
+ 1.06%
$37.33 - $41.78 $7.5K - $8.4K
19.2K $802K
DOW
Dow Inc.

Basic Materials
155
+ 0.5%
$50.15 - $55.41 $7.77K - $8.59K
31.2K $1.71M
CAG
Conagra Brands Inc.

Consumer Defensive
140
+ 1.15%
$28.13 - $32.83 $3.94K - $4.6K
12.3K $401K
VUG
Vanguard Growth ETF

ETFs
4
+ 0.1%
$341.08 - $391.94 $1.36K - $1.57K
4.06K $1.56M
WSM
Williams Sonoma Inc

Consumer Cyclical
1.49K
+ 97.39%
$128.47 - $280.94 $192K - $419K
3.02K $468K
ABEV
Ambev S.A.

Consumer Defensive
2.4K
+ 3.05%
$2.04 - $2.44 $4.9K - $5.86K
81.1K $197K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
50
+ 0.61%
$59.93 - $66.52 $3K - $3.33K
8.3K $552K
CRM
Salesforce, Inc.

Technology
1
+ 0.05%
$238.42 - $276.53 $238 - $277
1.91K $522K
UPS
United Parcel Service Inc

Industrials
195
+ 7.46%
$123.32 - $147.38 $24K - $28.7K
2.81K $382K
VBK
Vanguard Small Cap Growth ETF

ETFs
3
+ 0.23%
$240.48 - $267.94 $721 - $804
1.32K $352K
GD
General Dynamics Corp

Industrials
35
+ 3.8%
$279.51 - $308.09 $9.78K - $10.8K
955 $288K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
15
+ 0.61%
$112.99 - $126.45 $1.69K - $1.9K
2.48K $311K
SCCO
Southern Copper Corp

Basic Materials
8
+ 0.31%
$94.1 - $120.43 $753 - $963
2.56K $295K
TIP
Ishares Tr Tips Bd ETF

ETFs
24
+ 0.55%
$105.92 - $110.83 $2.54K - $2.66K
4.37K $482K
JBLU
Jetblue Airways Corp

Industrials
1.85K
+ 15.68%
$4.57 - $6.66 $8.45K - $12.3K
13.7K $89K
CAKE
Cheesecake Factory Inc

Consumer Cyclical
2
+ 0.02%
$34.24 - $41.13 $68.5 - $82.3
9.47K $383K
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
9.48K
+ 28.33%
$1.28 - $2.37 $12.1K - $22.5K
42.9K $58K
VGT
Vanguard Information Technolog

ETFs
1
+ 0.22%
$514.43 - $606.85 $514 - $607
463 $271K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
30
+ 2.2%
$147.95 - $191.05 $4.44K - $5.73K
1.39K $241K
Grayscale Ethereum Mini Trust (Eth)
20.2K
New
N/A
20.2K $0
Schwab Charles Family Fd Amt Tax Free Mny
145
+ 0.8%
N/A
18.3K $0
C
Citigroup Inc

Financial Services
31
+ 0.53%
$56.11 - $67.61 $1.74K - $2.1K
5.9K $369K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1
+ 0.01%
$44.66 - $49.15 $44.7 - $49.2
14.9K $700K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
395
+ 2.5%
$11.03 - $18.11 $4.36K - $7.15K
16.2K $182K
Activity Summary
Buys All Purchases 55 New Holdings 10 Increased Positions 45 Sells All Sells 94 Reductions 94 Sold out 0 Options Calls 0 Puts 0
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