Jeppson Wealth Management, LLC Reduced Holdings in Q4 2024

Jeppson Wealth Management, LLC

  • $276 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DOW
Dow Inc.

Basic Materials
-6.36K
- 20.35%
$39.1 - $55.34 $249K - $352K
24.9K $998K
LLY
Eli Lilly & CO

Healthcare
-100
- 1.87%
$727.2 - $932.06 $72.7K - $93.2K
5.25K $4.06M
BHP
Bhp Group LTD

Basic Materials
-441
- 1.23%
$48.78 - $62.43 $21.5K - $27.5K
35.4K $1.73M
KHC
Kraft Heinz CO

Consumer Defensive
-6.7K
- 10.12%
$30.1 - $36.02 $202K - $241K
59.5K $1.83M
AEP
American Electric Power CO Inc

Utilities
-787
- 2.11%
$90.91 - $102.21 $71.5K - $80.4K
36.6K $3.37M
MRK
Merck & Co., Inc.

Healthcare
-480
- 2.02%
$96.31 - $114.76 $46.2K - $55.1K
23.2K $2.31M
LYB
Lyondell Basell Industries N.V.

Basic Materials
-2.42K
- 38.35%
$72.97 - $96.75 $176K - $234K
3.88K $288K
OXY
Occidental Petroleum Corp

Energy
-3.84K
- 8.31%
$45.36 - $55.91 $174K - $215K
42.4K $2.09M
GIS
General Mills Inc

Consumer Defensive
-460
- 2.57%
$62.78 - $74.62 $28.9K - $34.3K
17.4K $1.11M
UL
Unilever PLC

Consumer Defensive
-470
- 2.16%
$56.7 - $64.64 $26.6K - $30.4K
21.3K $1.21M
MELI
Mercadolibre Inc

Consumer Cyclical
-4
- 0.74%
$1666.0 - $2117.3 $6.66K - $8.47K
537 $913K
ABBV
Abb Vie Inc.

Healthcare
-4
- 0.04%
$164.99 - $203.87 $660 - $815
9.82K $1.74M
PSX
Phillips 66

Energy
-50
- 0.48%
$110.35 - $138.93 $5.52K - $6.95K
10.3K $1.17M
NNN
National Retail Properties, Inc.

Real Estate
-90
- 0.38%
$39.77 - $49.34 $3.58K - $4.44K
23.5K $958K
WPM
Wheaton Precious Metals Corp.

Basic Materials
-750
- 2.62%
$56.08 - $68.53 $42.1K - $51.4K
27.8K $1.57M
WPC
W. P. Carey Inc.

Real Estate
-29
- 0.13%
$53.44 - $61.33 $1.55K - $1.78K
22.1K $1.2M
DUK
Duke Energy Corp

Utilities
-373
- 2.2%
$105.76 - $120.76 $39.4K - $45K
16.6K $1.79M
NOC
Northrop Grumman Corp

Industrials
-50
- 2.05%
$466.52 - $543.88 $23.3K - $27.2K
2.39K $1.12M
OHI
Omega Healthcare Investors Inc

Real Estate
-423
- 0.8%
$37.51 - $42.56 $15.9K - $18K
52.2K $1.98M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-390
- 3.5%
$131.66 - $144.0 $51.3K - $56.2K
10.8K $1.42M
NGG
National Grid PLC

Utilities
-785
- 7.19%
$57.68 - $70.03 $45.3K - $55K
10.1K $601K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-191
- 0.1%
$100.24 - $101.35 $19.1K - $19.4K
184K $18.5M
NVS
Novartis Ag

Healthcare
-275
- 4.33%
$96.78 - $117.18 $26.6K - $32.2K
6.08K $591K
RTX
Raytheon Technologies Corp

Industrials
-236
- 1.14%
$114.45 - $127.21 $27K - $30K
20.4K $2.36M
PFE
Pfizer Inc

Healthcare
-2.17K
- 6.61%
$24.8 - $30.19 $53.7K - $65.4K
30.6K $810K
STAG
Stag Industrial, Inc.

Real Estate
-63
- 0.25%
$33.22 - $39.1 $2.09K - $2.46K
24.7K $835K
ED
Consolidated Edison Inc

Utilities
-200
- 2.59%
$88.87 - $107.38 $17.8K - $21.5K
7.52K $670K
UNH
Unitedhealth Group Inc

Healthcare
-20
- 1.29%
$485.52 - $625.25 $9.71K - $12.5K
1.53K $771K
ORCL
Oracle Corp

Technology
-167
- 0.6%
$165.41 - $192.43 $27.6K - $32.1K
27.7K $4.62M
CVX
Chevron Corp

Energy
-625
- 3.89%
$141.15 - $162.53 $88.2K - $102K
15.4K $2.24M
O
Realty Income Corp

Real Estate
-71
- 0.61%
$51.76 - $64.71 $3.67K - $4.59K
11.6K $618K
KMB
Kimberly Clark Corp

Consumer Defensive
-175
- 2.14%
$130.37 - $146.09 $22.8K - $25.6K
8.02K $1.05M
CMCSA
Comcast Corp

Communication Services
-786
- 4.09%
$37.39 - $45.14 $29.4K - $35.5K
18.4K $691K
PG
Procter & Gamble CO

Consumer Defensive
-96
- 0.66%
$161.05 - $179.7 $15.5K - $17.3K
14.6K $2.44M
ABEV
Ambev S.A.

Consumer Defensive
-25.6K
- 31.57%
$1.85 - $2.56 $47.4K - $65.5K
55.5K $102K
KO
Coca Cola CO

Consumer Defensive
-50
- 0.56%
$61.74 - $71.71 $3.09K - $3.59K
8.93K $556K
INTC
Intel Corp

Technology
-1.25K
- 7.3%
$19.07 - $26.23 $23.9K - $32.8K
15.9K $318K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-80
- 0.78%
$99.2 - $108.47 $7.94K - $8.68K
10.2K $1.01M
NUE
Nucor Corp

Basic Materials
-30
- 1.34%
$115.78 - $167.74 $3.47K - $5.03K
2.2K $256K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-14
- 0.27%
$59.25 - $72.99 $830 - $1.02K
5.24K $312K
CCI
Crown Castle International Corp

Real Estate
-40
- 1.63%
$89.78 - $119.11 $3.59K - $4.76K
2.41K $218K
ING
Ing Groep Nv

Financial Services
-75
- 0.31%
$15.1 - $17.73 $1.13K - $1.33K
23.8K $373K
ADM
Archer Daniels Midland CO

Consumer Defensive
-145
- 2.69%
$49.38 - $59.52 $7.16K - $8.63K
5.25K $264K
GOLD
Barrick Gold Corp

Basic Materials
-450
- 4.03%
$15.23 - $21.19 $6.85K - $9.54K
10.7K $166K
CL
Colgate Palmolive CO

Consumer Defensive
-80
- 2.27%
$90.22 - $102.31 $7.22K - $8.18K
3.45K $313K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-300
- 4.3%
$33.77 - $44.09 $10.1K - $13.2K
6.68K $226K
MDT
Medtronic PLC

Healthcare
-15
- 0.34%
$79.61 - $92.24 $1.19K - $1.38K
4.35K $347K
SBUX
Starbucks Corp

Consumer Cyclical
-18
- 0.27%
$87.44 - $102.5 $1.57K - $1.85K
6.71K $611K
NWE
Northwestern Corp

Utilities
-170
- 2.16%
$50.44 - $57.24 $8.57K - $9.73K
7.71K $412K
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
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