Jeppson Wealth Management, LLC Incresed Positions in Q3 2025

Jeppson Wealth Management, LLC

  • $312 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JNJ
Johnson & Johnson

Healthcare
20
+ 0.13%
$155.17 - $185.42 $3.1K - $3.71K
14.9K $2.77M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
8.17K
+ 4.65%
$49.78 - $50.75 $406K - $414K
184K $9.31M
GLD
Spdr Gold Trust

ETFs
201
+ 2.69%
$300.96 - $355.47 $60.5K - $71.4K
7.68K $2.73M
MSFT
Microsoft Corp

Technology
15
+ 0.11%
$491.09 - $535.64 $7.37K - $8.03K
13.6K $7.05M
VUG
Vanguard Growth ETF

ETFs
252
+ 8.1%
$433.97 - $484.08 $109K - $122K
3.36K $1.61M
VTI
Vanguard Total Stock Market Et

ETFs
337
+ 8.13%
$303.93 - $329.86 $102K - $111K
4.48K $1.47M
CVX
Chevron Corp

Energy
16
+ 0.1%
$145.57 - $161.83 $2.33K - $2.59K
15.9K $2.47M
C
Citigroup Inc

Financial Services
10
+ 0.13%
$85.57 - $103.49 $856 - $1.03K
7.61K $772K
QQQ
Invesco Qqq Trust, Series 1

ETFs
2
+ 0.08%
$546.99 - $602.2 $1.09K - $1.2K
2.41K $1.44M
VZ
Verizon Communications Inc

Communication Services
832
+ 0.95%
$40.84 - $45.06 $34K - $37.5K
88K $3.87M
PFE
Pfizer Inc

Healthcare
1.73K
+ 4.6%
$23.29 - $25.88 $40.2K - $44.6K
39.3K $1M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
2.01K
+ 12.82%
$23.82 - $25.84 $47.9K - $52K
17.7K $455K
PEP
Pepsico Inc

Consumer Defensive
162
+ 2.36%
$133.81 - $152.16 $21.7K - $24.6K
7.01K $984K
UBER
Uber Technologies, Inc

Technology
42
+ 0.26%
$86.91 - $99.57 $3.65K - $4.18K
16.1K $1.58M
CAG
Conagra Brands Inc.

Consumer Defensive
6.9K
+ 29.21%
$18.04 - $21.14 $124K - $146K
30.5K $558K
UNH
Unitedhealth Group Inc

Healthcare
109
+ 9.99%
$237.77 - $353.61 $25.9K - $38.5K
1.2K $414K
DEO
Diageo PLC

Consumer Defensive
902
+ 38.45%
$93.64 - $115.33 $84.5K - $104K
3.25K $309K
MRVL
Marvell Technology, Inc.

Technology
554
+ 16.26%
$62.31 - $84.07 $34.5K - $46.6K
3.96K $333K
TXN
Texas Instruments Inc

Technology
349
+ 28.91%
N/A
1.56K $302K
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.46K
+ 25.25%
$60.9 - $70.75 $88.7K - $103K
7.23K $451K
MCD
Mcdonalds Corp

Consumer Cyclical
75
+ 2.43%
$291.67 - $316.99 $21.9K - $23.8K
3.16K $961K
SNAP
Snap Inc

Communication Services
8.5K
+ 66.22%
$6.99 - $10.35 $59.4K - $87.9K
21.3K $164K
BMY
Bristol Myers Squibb CO

Healthcare
1.58K
+ 9.2%
$43.31 - $48.98 $68.4K - $77.4K
18.7K $845K
TGT
Target Corp

Consumer Defensive
979
+ 22.97%
$86.56 - $107.43 $84.7K - $105K
5.24K $470K
PINE
Alpine Income Property Trust, Inc.

Real Estate
3.81K
+ 36.97%
$13.96 - $15.47 $53.2K - $58.9K
14.1K $199K
VGT
Vanguard Information Technolog

ETFs
1
+ 0.22%
$656.44 - $753.15 $656 - $753
466 $347K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
25
+ 0.33%
$49.43 - $54.52 $1.24K - $1.36K
7.52K $407K
VBK
Vanguard Small Cap Growth ETF

ETFs
2
+ 0.16%
$276.51 - $305.12 $553 - $610
1.28K $382K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
6
+ 0.24%
$133.48 - $144.38 $801 - $866
2.52K $358K
NKE
Nike, Inc.

Consumer Cyclical
314
+ 10.82%
$69.24 - $79.24 $21.7K - $24.9K
3.22K $224K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
15
+ 0.08%
$11.64 - $15.79 $175 - $237
18.6K $272K
VEA
Vanguard Ftse Developed Market

ETFs
5
+ 0.13%
$56.02 - $60.3 $280 - $302
3.95K $236K
JBLU
Jetblue Airways Corp

Industrials
5
+ 0.04%
$4.23 - $5.49 $21.2 - $27.5
14.2K $69K
TIP
Ishares Tr Tips Bd ETF

ETFs
40
+ 0.9%
$109.11 - $111.88 $4.36K - $4.48K
4.48K $498K
GIS
General Mills Inc

Consumer Defensive
609
+ 3.42%
$48.44 - $53.83 $29.5K - $32.8K
18.4K $929K
EPD
Enterprise Products Partners L.P.

Energy
5
+ 0.03%
$30.74 - $32.14 $154 - $161
15.2K $474K
ET
Energy Transfer LP

Energy
934
+ 4.93%
$17.11 - $18.16 $16K - $17K
19.9K $340K
PANW
Palo Alto Networks Inc

Technology
17
+ 0.15%
$167.06 - $208.19 $2.84K - $3.54K
11.6K $2.37M
COST
Costco Wholesale Corp

Consumer Defensive
14
+ 3.74%
$915.95 - $994.57 $12.8K - $13.9K
388 $359K
NNN
National Retail Properties, Inc.

Real Estate
20
+ 0.08%
$40.68 - $44.1 $814 - $882
25K $1.06M
TSN
Tyson Foods, Inc.

Consumer Defensive
101
+ 0.87%
$52.3 - $57.69 $5.28K - $5.83K
11.7K $637K
UPS
United Parcel Service Inc

Industrials
320
+ 11.14%
$82.58 - $105.54 $26.4K - $33.8K
3.19K $266K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1
+ 0.01%
$46.51 - $50.07 $46.5 - $50.1
14.4K $675K
SBUX
Starbucks Corp

Consumer Cyclical
140
+ 2.2%
$81.9 - $96.86 $11.5K - $13.6K
6.5K $549K
ADBE
Adobe Inc.

Technology
40
+ 2.68%
$333.65 - $392.1 $13.3K - $15.7K
1.54K $541K
CRM
Salesforce, Inc.

Technology
18
+ 0.9%
$231.66 - $273.65 $4.17K - $4.93K
2.03K $480K
FCX
Freeport Mcmoran Inc

Basic Materials
1.52K
+ 2.9%
$35.34 - $47.21 $53.5K - $71.5K
53.8K $2.11M
DIS
Walt Disney CO

Communication Services
90
+ 0.19%
$112.25 - $124.0 $10.1K - $11.2K
48.1K $5.5M
Activity Summary
Buys All Purchases 65 New Holdings 16 Increased Positions 49 Sells All Sells 111 Reductions 111 Sold out 0 Options Calls 0 Puts 0
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