Jeppson Wealth Management, LLC Incresed Positions 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
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
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
NWE
Northwestern Corp

Utilities
125
+ 1.61%
$48.68 - $57.27 $6.09K - $7.16K
7.88K $450K
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
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
ABEV
Ambev S.A.

Consumer Defensive
2.4K
+ 3.05%
$2.04 - $2.44 $4.9K - $5.86K
81.1K $197K
WSM
Williams Sonoma Inc

Consumer Cyclical
1.49K
+ 97.39%
$128.47 - $280.94 $192K - $419K
3.02K $468K
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
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
15
+ 0.61%
$112.99 - $126.45 $1.69K - $1.9K
2.48K $311K
GD
General Dynamics Corp

Industrials
35
+ 3.8%
$279.51 - $308.09 $9.78K - $10.8K
955 $288K
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
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
BITO
Proshares Tr Bitcoin Strategy

ETFs
2
+ 0.02%
$16.19 - $23.88 $32.4 - $47.8
13.1K $252K
DIS
Walt Disney CO

Communication Services
358
+ 0.74%
$85.6 - $98.61 $30.6K - $35.3K
48.7K $4.68M
SCHW
Schwab Charles Corp

Financial Services
679
+ 3.51%
$61.74 - $76.08 $41.9K - $51.7K
20K $1.3M
NVDA
Nvidia Corp

Technology
371
+ 0.43%
$98.91 - $134.91 $36.7K - $50.1K
86.8K $10.5M
OXY
Occidental Petroleum Corp

Energy
1.47K
+ 3.28%
$49.91 - $63.73 $73.3K - $93.6K
46.2K $2.38M
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
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