Jeppson Wealth Management, LLC Purchases in Q4 2024

Jeppson Wealth Management, LLC

  • $276 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MRVL
Marvell Technology, Inc.

Technology
2.73K
New
$70.31 - $124.78 $192K - $341K
2.73K $301K
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.29K
New
$146.47 - $191.01 $190K - $247K
1.29K $241K
GOOGL
Alphabet Inc.

Communication Services
115
+ 1.26%
$161.86 - $196.66 $18.6K - $22.6K
9.28K $1.76M
CRWD
Crowd Strike Holdings, Inc.

Technology
625
New
$275.15 - $388.2 $172K - $243K
625 $213K
RIO
Rio Tinto PLC

Basic Materials
6.47K
+ 47.53%
$58.59 - $71.15 $379K - $461K
20.1K $1.18M
GPC
Genuine Parts CO

Consumer Cyclical
1.73K
New
$113.11 - $143.63 $196K - $248K
1.73K $201K
CAG
Conagra Brands Inc.

Consumer Defensive
7.53K
+ 61.05%
$26.48 - $32.72 $199K - $246K
19.9K $551K
BA
Boeing CO

Industrials
21
+ 0.39%
$138.14 - $180.72 $2.9K - $3.8K
5.39K $953K
PANW
Palo Alto Networks Inc

Technology
5.88K
+ 97.64%
$181.96 - $405.9 $1.07M - $2.39M
11.9K $2.17M
QQQ
Invesco Qqq Trust, Series 1

ETFs
69
+ 2.96%
$481.22 - $538.17 $33.2K - $37.1K
2.4K $1.23M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
2.45K
+ 15.07%
$9.71 - $15.34 $23.7K - $37.5K
18.7K $248K
HON
Honeywell International Inc

Industrials
101
+ 5.11%
$202.84 - $236.0 $20.5K - $23.8K
2.08K $469K
C
Citigroup Inc

Financial Services
28
+ 0.47%
$61.31 - $72.5 $1.72K - $2.03K
5.93K $417K
AMGN
Amgen Inc

Healthcare
812
+ 30.36%
$258.78 - $328.31 $210K - $267K
3.49K $908K
TGT
Target Corp

Consumer Defensive
566
+ 38.48%
$121.59 - $160.69 $68.8K - $91K
2.04K $275K
SLB
Schlumberger Limited

Energy
1.12K
+ 22.7%
$36.83 - $45.59 $41.2K - $51.1K
6.06K $232K
COP
Conocophillips

Energy
1.13K
+ 7.35%
$95.12 - $114.72 $107K - $130K
16.5K $1.64M
VGT
Vanguard Information Technolog

ETFs
1
+ 0.22%
$571.78 - $647.97 $572 - $648
464 $288K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
16.7K
+ 201.01%
$22.01 - $66.82 $367K - $1.12M
25K $567K
MO
Altria Group, Inc.

Consumer Defensive
100
+ 2.12%
$49.06 - $57.74 $4.91K - $5.77K
4.81K $251K
KIM
Kimco Realty Corp

Real Estate
1
+ 0.01%
$22.75 - $25.78 $22.8 - $25.8
17.7K $414K
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
14.1K
+ 32.8%
$1.07 - $1.47 $15.1K - $20.7K
57K $61K
IBM
International Business Machines Corp

Technology
58
+ 0.82%
$204.9 - $238.04 $11.9K - $13.8K
7.16K $1.57M
SCHA
Schwab Strategic Tr Us Small C

ETFs
7.48K
+ 98.81%
$25.33 - $51.16 $190K - $383K
15.1K $389K
DOV
Dover Corp

Industrials
2
+ 0.06%
$184.72 - $206.51 $369 - $413
3.21K $602K
SCCO
Southern Copper Corp

Basic Materials
528
+ 20.67%
$91.13 - $117.95 $48.1K - $62.3K
3.08K $280K
TIP
Ishares Tr Tips Bd ETF

ETFs
21
+ 0.48%
$106.33 - $110.69 $2.23K - $2.32K
4.39K $467K
MCD
Mcdonalds Corp

Consumer Cyclical
101
+ 3.15%
$288.47 - $316.54 $29.1K - $32K
3.31K $958K
STWD
Starwood Property Trust, Inc.

Real Estate
300
+ 1.48%
$18.95 - $20.37 $5.69K - $6.11K
20.6K $390K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
26
+ 1.05%
$114.08 - $125.68 $2.97K - $3.27K
2.5K $286K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
45
+ 0.6%
$44.04 - $49.49 $1.98K - $2.23K
7.6K $334K
D
Dominion Energy, Inc

Utilities
359
+ 2.88%
$52.63 - $60.92 $18.9K - $21.9K
12.8K $690K
GD
General Dynamics Corp

Industrials
3
+ 0.31%
$260.28 - $314.03 $781 - $942
958 $252K
CAT
Caterpillar Inc

Industrials
1
+ 0.06%
$360.37 - $416.88 $360 - $417
1.66K $602K
KWEB
Kraneshares Tr Csi China Inter

ETFs
8
+ 0.08%
$29.11 - $38.87 $233 - $311
10.2K $298K
ADBE
Adobe Inc.

Technology
93
+ 6.44%
$437.39 - $552.96 $40.7K - $51.4K
1.54K $683K
PEP
Pepsico Inc

Consumer Defensive
282
+ 3.96%
$151.29 - $176.1 $42.7K - $49.7K
7.4K $1.12M
CPB
Campbell Soup CO

Consumer Defensive
24
+ 0.19%
$41.42 - $48.71 $994 - $1.17K
13K $542K
NEE
Nextera Energy Inc

Utilities
1
+ 0.01%
$69.77 - $85.43 $69.8 - $85.4
7.57K $542K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
1.01K
+ 0.61%
$48.33 - $49.08 $49K - $49.7K
168K $8.15M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1
+ 0.02%
$82.28 - $117.52 $82.3 - $118
5.01K $424K
MSFT
Microsoft Corp

Technology
4
+ 0.03%
$406.35 - $454.46 $1.63K - $1.82K
13.9K $5.88M
SO
Southern CO

Utilities
90
+ 0.52%
$81.5 - $94.15 $7.34K - $8.47K
17.4K $1.43M
JNJ
Johnson & Johnson

Healthcare
286
+ 2.03%
$143.34 - $165.86 $41K - $47.4K
14.3K $2.07M
QCOM
Qualcomm Inc

Technology
156
+ 1.01%
$150.4 - $178.04 $23.5K - $27.8K
15.6K $2.4M
UBER
Uber Technologies, Inc

Technology
110
+ 0.68%
$59.93 - $86.34 $6.59K - $9.5K
16.4K $988K
FCX
Freeport Mcmoran Inc

Basic Materials
3.66K
+ 9.51%
$38.08 - $50.82 $139K - $186K
42.2K $1.61M
VZ
Verizon Communications Inc

Communication Services
335
+ 0.4%
$39.6 - $45.21 $13.3K - $15.1K
84.6K $3.38M
XOM
Exxon Mobil Corp

Energy
655
+ 1.21%
$105.51 - $125.37 $69.1K - $82.1K
54.9K $5.91M
Activity Summary
Buys All Purchases 51 New Holdings 4 Increased Positions 47 Sells All Sells 116 Reductions 116 Sold out 0 Options Calls 0 Puts 0
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