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
BLNK
Blink Charging Co.

Industrials
16.7K
New
$0.9 - $1.68 $15K - $28K
16.7K $15K
PACB
Pacific Biosciences Of California, Inc.

Healthcare
11.4K
New
$1.14 - $2.1 $13K - $23.9K
11.4K $13K
CAKE
Cheesecake Factory Inc

Consumer Cyclical
7
+ 0.07%
$44.87 - $56.71 $314 - $397
9.46K $460K
CRWD
Crowd Strike Holdings, Inc.

Technology
4
+ 0.64%
$308.86 - $455.36 $1.24K - $1.82K
629 $221K
VB
Vanguard Small Cap ETF

ETFs
471
+ 8.78%
$217.89 - $252.64 $103K - $119K
5.83K $1.29M
INTU
Intuit Inc

Technology
3
+ 0.73%
$555.63 - $630.23 $1.67K - $1.89K
413 $253K
NEE
Nextera Energy Inc

Utilities
1
+ 0.01%
$66.96 - $76.16 $67 - $76.2
7.57K $536K
QQQ
Invesco Qqq Trust, Series 1

ETFs
196
+ 8.16%
$468.34 - $539.52 $91.8K - $106K
2.6K $1.22M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
50
+ 0.27%
$10.61 - $16.49 $531 - $824
18.7K $233K
BITO
Proshares Tr Bitcoin Strategy

ETFs
2.25K
+ 17.26%
$17.57 - $25.81 $39.5K - $58K
15.3K $279K
VGT
Vanguard Information Technolog

ETFs
1
+ 0.22%
$542.38 - $646.34 $542 - $646
465 $252K
JBLU
Jetblue Airways Corp

Industrials
300
+ 2.2%
$4.82 - $8.09 $1.45K - $2.43K
14K $67K
VNO
Vornado Realty Trust

Real Estate
180
+ 1.29%
$35.4 - $43.26 $6.37K - $7.79K
14.1K $521K
COIN
Coinbase Global, Inc.

Technology
257
+ 17.85%
$172.23 - $301.3 $44.3K - $77.4K
1.7K $292K
MRVL
Marvell Technology, Inc.

Technology
703
+ 25.75%
$61.57 - $126.06 $43.3K - $88.6K
3.43K $211K
FRT
Federal Realty Investment Trust

Real Estate
8
+ 0.11%
$94.7 - $111.82 $758 - $895
7.07K $691K
CRM
Salesforce, Inc.

Technology
30
+ 1.61%
$268.36 - $359.95 $8.05K - $10.8K
1.89K $506K
CG
Carlyle Group Inc.

Financial Services
503
+ 1.89%
$40.03 - $56.96 $20.1K - $28.7K
27.1K $1.18M
SRE
Sempra Energy

Utilities
2.2K
+ 10.53%
$67.85 - $87.67 $149K - $193K
23.1K $1.65M
TSLA
Tesla, Inc.

Consumer Cyclical
370
+ 10.29%
$222.15 - $428.22 $82.2K - $158K
3.97K $1.03M
MSFT
Microsoft Corp

Technology
200
+ 1.43%
$375.39 - $447.2 $75.1K - $89.4K
14.1K $5.31M
GOOG
Alphabet Inc.

Communication Services
385
+ 2.04%
$156.06 - $207.71 $60.1K - $80K
19.2K $3.01M
DIS
Walt Disney CO

Communication Services
123
+ 0.25%
$96.87 - $114.0 $11.9K - $14K
48.4K $4.78M
LMT
Lockheed Martin Corp

Industrials
494
+ 2.28%
$423.19 - $506.29 $209K - $250K
22.1K $9.88M
AVGO
Broadcom Inc.

Technology
599
+ 4.74%
$167.43 - $244.7 $100K - $147K
13.2K $2.22M
NVDA
Nvidia Corp

Technology
483
+ 0.56%
$106.98 - $149.43 $51.7K - $72.2K
86.4K $9.36M
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
Track This Portfolio

Track Jeppson Wealth Management, LLC Portfolio

Follow Jeppson Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jeppson Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jeppson Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email