Jeppson Wealth Management, LLC Reduced Holdings in Q3 2025

Jeppson Wealth Management, LLC

  • $312 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-5.48K
- 3.0%
$102.4 - $103.88 $561K - $569K
177K $18.3M
T
At&T Inc.

Communication Services
-4.56K
- 2.35%
$26.94 - $29.62 $123K - $135K
189K $5.34M
LLY
Eli Lilly & CO

Healthcare
-201
- 4.43%
$625.65 - $812.69 $126K - $163K
4.34K $3.31M
DOW
Dow Inc.

Basic Materials
-5.99K
- 34.74%
$20.87 - $30.37 $125K - $182K
11.3K $258K
CAH
Cardinal Health Inc

Healthcare
-105
- 0.82%
$146.04 - $167.63 $15.3K - $17.6K
12.7K $1.99M
NFLX
Netflix Inc

Communication Services
-12
- 1.19%
$1147.87 - $1297.18 $13.8K - $15.6K
998 $1.2M
MELI
Mercadolibre Inc

Consumer Cyclical
-3
- 0.56%
$2292.04 - $2514.05 $6.88K - $7.54K
530 $1.24M
DRI
Darden Restaurants Inc

Consumer Cyclical
-220
- 7.21%
$184.73 - $220.27 $40.6K - $48.5K
2.83K $538K
KMI
Kinder Morgan, Inc.

Energy
-237
- 0.24%
$26.23 - $28.5 $6.22K - $6.75K
97.6K $2.76M
CSCO
Cisco Systems, Inc.

Technology
-783
- 1.34%
$66.2 - $71.79 $51.8K - $56.2K
57.8K $3.96M
IBM
International Business Machines Corp

Technology
-65
- 0.95%
$234.77 - $292.47 $15.3K - $19K
6.81K $1.92M
CMCSA
Comcast Corp

Communication Services
-951
- 5.58%
$31.41 - $36.33 $29.9K - $34.5K
16.1K $505K
CAKE
Cheesecake Factory Inc

Consumer Cyclical
-348
- 3.68%
$53.89 - $68.51 $18.8K - $23.8K
9.12K $498K
AMZN
Amazon Com Inc

Consumer Cyclical
-400
- 1.36%
$211.65 - $238.24 $84.7K - $95.3K
28.9K $6.35M
DOV
Dover Corp

Industrials
-85
- 2.67%
$165.59 - $190.9 $14.1K - $16.2K
3.1K $517K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
-2.51K
- 3.18%
$12.11 - $12.64 $30.4K - $31.7K
76.2K $943K
KMB
Kimberly Clark Corp

Consumer Defensive
-166
- 2.06%
$121.72 - $136.77 $20.2K - $22.7K
7.88K $979K
HON
Honeywell International Inc

Industrials
-45
- 2.31%
$207.7 - $240.4 $9.35K - $10.8K
1.9K $400K
GILD
Gilead Sciences, Inc.

Healthcare
-481
- 2.47%
$108.22 - $120.47 $52.1K - $57.9K
19K $2.11M
KO
Coca Cola CO

Consumer Defensive
-175
- 1.98%
$65.67 - $71.67 $11.5K - $12.5K
8.66K $574K
UL
Unilever PLC

Consumer Defensive
-185
- 0.93%
$58.43 - $65.01 $10.8K - $12K
19.8K $1.17M
CTVA
Corteva, Inc.

Basic Materials
-275
- 6.49%
$67.08 - $77.12 $18.4K - $21.2K
3.96K $267K
KHC
Kraft Heinz CO

Consumer Defensive
-1.86K
- 4.94%
$25.63 - $28.94 $47.8K - $53.9K
35.9K $934K
STAG
Stag Industrial, Inc.

Real Estate
-460
- 1.99%
$34.28 - $36.97 $15.8K - $17K
22.6K $799K
COIN
Coinbase Global, Inc.

Technology
-27
- 1.53%
$297.99 - $419.78 $8.05K - $11.3K
1.74K $586K
UGI
Ugi Corp

Utilities
-252
- 3.67%
$32.64 - $37.14 $8.23K - $9.36K
6.61K $219K
BITO
Proshares Tr Bitcoin Strategy

ETFs
-97
- 0.62%
$18.74 - $23.05 $1.82K - $2.24K
15.6K $306K
META
Meta Platforms, Inc.

Communication Services
-21
- 0.54%
$695.21 - $791.73 $14.6K - $16.6K
3.85K $2.83M
ABT
Abbott Laboratories

Healthcare
-10
- 0.07%
$120.51 - $136.62 $1.21K - $1.37K
13.6K $1.83M
V
Visa Inc.

Financial Services
-6
- 0.33%
$332.09 - $358.86 $1.99K - $2.15K
1.81K $617K
STWD
Starwood Property Trust, Inc.

Real Estate
-612
- 3.25%
$19.37 - $20.97 $11.9K - $12.8K
18.2K $352K
EMR
Emerson Electric CO

Industrials
-70
- 1.32%
$128.6 - $149.63 $9K - $10.5K
5.22K $684K
NGG
National Grid PLC

Utilities
-100
- 1.47%
$67.98 - $74.38 $6.8K - $7.44K
6.7K $486K
COF
Capital One Financial Corp

Financial Services
-61
- 1.11%
$207.29 - $229.74 $12.6K - $14K
5.44K $1.16M
MO
Altria Group, Inc.

Consumer Defensive
-650
- 14.82%
$57.75 - $67.68 $37.5K - $44K
3.74K $246K
ED
Consolidated Edison Inc

Utilities
-100
- 1.39%
$95.57 - $105.36 $9.56K - $10.5K
7.09K $712K
CLX
Clorox CO

Consumer Defensive
-116
- 4.31%
$117.67 - $131.43 $13.6K - $15.2K
2.57K $317K
TRV
Travelers Companies, Inc.

Financial Services
-120
- 4.82%
$250.62 - $279.43 $30.1K - $33.5K
2.37K $661K
PEG
Public Service Enterprise Group Inc

Utilities
-25
- 0.91%
$79.99 - $90.14 $2K - $2.25K
2.73K $227K
MMM
3 M CO

Industrials
-80
- 2.34%
$144.41 - $160.2 $11.6K - $12.8K
3.35K $519K
SNOW
Snowflake Inc.

Technology
-14
- 1.14%
$191.73 - $241.0 $2.68K - $3.37K
1.21K $272K
Barrick Mng Corp Com Shs
-350
- 2.77%
N/A
12.3K $0
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-15
- 3.28%
$459.11 - $506.91 $6.89K - $7.6K
442 $222K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-90
- 2.82%
$301.44 - $365.84 $27.1K - $32.9K
3.11K $1.01M
AMGN
Amgen Inc

Healthcare
-21
- 0.57%
$271.18 - $309.22 $5.69K - $6.49K
3.69K $1.04M
BDX
Becton Dickinson & CO

Healthcare
-75
- 5.97%
$172.41 - $199.66 $12.9K - $15K
1.18K $221K
KIM
Kimco Realty Corp

Real Estate
-77
- 0.45%
$20.74 - $22.79 $1.6K - $1.75K
17.1K $372K
NUE
Nucor Corp

Basic Materials
-18
- 0.6%
$133.3 - $150.33 $2.4K - $2.71K
2.99K $404K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-200
- 1.89%
$136.48 - $142.97 $27.3K - $28.6K
10.4K $1.46M
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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