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
DOV
Dover Corp

Industrials
3
+ 0.09%
$151.14 - $186.7 $453 - $560
3.18K $583K
INTC
Intel Corp

Technology
1.31K
+ 6.57%
$18.13 - $22.69 $23.7K - $29.6K
21.2K $474K
DD
Du Pont De Nemours, Inc.

Basic Materials
639
+ 15.36%
$55.13 - $75.25 $35.2K - $48.1K
4.8K $329K
ABEV
Ambev S.A.

Consumer Defensive
5.25K
+ 7.5%
$2.15 - $2.55 $11.3K - $13.4K
75.2K $181K
GPC
Genuine Parts CO

Consumer Cyclical
98
+ 4.7%
$105.54 - $129.09 $10.3K - $12.7K
2.18K $264K
GLDG
Gold Mining Inc.

Basic Materials
12K
New
$0.72 - $0.86 $8.64K - $10.3K
12K $8K
EPD
Enterprise Products Partners L.P.

Energy
1.58K
+ 11.63%
$28.95 - $34.22 $45.7K - $54.1K
15.2K $470K
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
10.6K
New
$0.54 - $0.87 $5.73K - $9.24K
10.6K $7K
WPC
W. P. Carey Inc.

Real Estate
327
+ 1.51%
$56.12 - $64.53 $18.4K - $21.1K
22K $1.37M
TIP
Ishares Tr Tips Bd ETF

ETFs
57
+ 1.3%
$107.93 - $110.97 $6.15K - $6.33K
4.44K $489K
Barrick Mng Corp Com Shs
12.6K
New
N/A
12.6K $0
JBLU
Jetblue Airways Corp

Industrials
210
+ 1.51%
$3.43 - $5.42 $720 - $1.14K
14.2K $59K
UNP
Union Pacific Corp

Industrials
20
+ 0.71%
$208.27 - $238.46 $4.17K - $4.77K
2.85K $655K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
11
+ 0.08%
$45.07 - $52.57 $496 - $578
14.4K $702K
GIS
General Mills Inc

Consumer Defensive
1.12K
+ 6.68%
$50.37 - $60.97 $56.2K - $68K
17.8K $923K
CAG
Conagra Brands Inc.

Consumer Defensive
1.51K
+ 6.84%
$20.4 - $26.78 $30.8K - $40.5K
23.6K $483K
KMB
Kimberly Clark Corp

Consumer Defensive
1
+ 0.01%
$126.84 - $145.22 $127 - $145
8.04K $1.04M
BMY
Bristol Myers Squibb CO

Healthcare
2.38K
+ 16.06%
$44.12 - $59.6 $105K - $142K
17.2K $794K
PEP
Pepsico Inc

Consumer Defensive
80
+ 1.18%
$128.02 - $151.37 $10.2K - $12.1K
6.85K $904K
AMGN
Amgen Inc

Healthcare
12
+ 0.32%
$262.28 - $309.85 $3.15K - $3.72K
3.71K $1.04M
PG
Procter & Gamble CO

Consumer Defensive
155
+ 1.07%
$157.66 - $172.39 $24.4K - $26.7K
14.6K $2.33M
ABBV
Abb Vie Inc.

Healthcare
334
+ 3.36%
$170.16 - $206.27 $56.8K - $68.9K
10.3K $1.91M
UNH
Unitedhealth Group Inc

Healthcare
78
+ 7.7%
$274.35 - $599.47 $21.4K - $46.8K
1.09K $340K
CVX
Chevron Corp

Energy
877
+ 5.85%
$133.73 - $168.51 $117K - $148K
15.9K $2.27M
XOM
Exxon Mobil Corp

Energy
1.5K
+ 2.69%
$99.93 - $119.04 $149K - $178K
57K $6.15M
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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