Jeppson Wealth Management, LLC Reduced Holdings in Q3 2024

Jeppson Wealth Management, LLC

  • $279 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
QCOM
Qualcomm Inc

Technology
-35
- 0.23%
$156.12 - $209.64 $5.46K - $7.34K
15.5K $2.63M
INTC
Intel Corp

Technology
-6.63K
- 27.9%
$18.9 - $34.87 $125K - $231K
17.1K $402K
GOOG
Alphabet Inc.

Communication Services
-34
- 0.18%
$149.54 - $192.66 $5.08K - $6.55K
19.1K $3.2M
MSFT
Microsoft Corp

Technology
-129
- 0.92%
$395.15 - $467.56 $51K - $60.3K
13.9K $6M
MRK
Merck & Co., Inc.

Healthcare
-54
- 0.23%
$111.15 - $128.97 $6K - $6.96K
23.7K $2.69M
BA
Boeing CO

Industrials
-461
- 7.91%
$152.04 - $190.6 $70.1K - $87.9K
5.37K $816K
AMZN
Amazon Com Inc

Consumer Cyclical
-138
- 0.46%
$161.02 - $200.0 $22.2K - $27.6K
29.9K $5.58M
CVX
Chevron Corp

Energy
-295
- 1.8%
$137.88 - $161.97 $40.7K - $47.8K
16.1K $2.36M
LLY
Eli Lilly & CO

Healthcare
-84
- 1.54%
$772.14 - $960.02 $64.9K - $80.6K
5.35K $4.74M
GOOGL
Alphabet Inc.

Communication Services
-23
- 0.25%
$148.65 - $191.18 $3.42K - $4.4K
9.16K $1.52M
WFC
Wells Fargo & Company

Financial Services
-502
- 1.88%
$51.58 - $60.97 $25.9K - $30.6K
26.1K $1.48M
PSX
Phillips 66

Energy
-38
- 0.37%
$125.0 - $147.17 $4.75K - $5.59K
10.3K $1.36M
COST
Costco Wholesale Corp

Consumer Defensive
-53
- 11.57%
$801.83 - $917.05 $42.5K - $48.6K
405 $359K
NUE
Nucor Corp

Basic Materials
-37
- 1.63%
$137.77 - $166.14 $5.1K - $6.15K
2.23K $335K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-13
- 0.3%
$42.59 - $60.56 $554 - $787
4.28K $216K
BAC
Bank Of America Corp

Financial Services
-156
- 0.29%
$36.65 - $44.13 $5.72K - $6.88K
53.9K $2.14M
EMR
Emerson Electric CO

Industrials
-35
- 0.66%
$98.19 - $118.87 $3.44K - $4.16K
5.24K $572K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-72
- 13.33%
$405.19 - $478.57 $29.2K - $34.5K
468 $215K
PARA
Paramount Global

Communication Services
-860
- 2.86%
$9.98 - $11.95 $8.58K - $10.3K
29.3K $310K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-34
- 0.54%
$92.56 - $99.46 $3.15K - $3.38K
6.3K $603K
EPD
Enterprise Products Partners L.P.

Energy
-40
- 0.31%
$27.88 - $30.0 $1.12K - $1.2K
13.1K $380K
PANW
Palo Alto Networks Inc

Technology
-18
- 0.3%
$294.18 - $368.01 $5.3K - $6.62K
6.02K $2.06M
CVS
Cvs Health Corp

Healthcare
-165
- 2.45%
$55.81 - $63.18 $9.21K - $10.4K
6.57K $412K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-2
- 0.09%
$434.77 - $502.96 $870 - $1.01K
2.33K $1.14M
ING
Ing Groep Nv

Financial Services
-250
- 1.04%
$16.55 - $18.66 $4.14K - $4.67K
23.9K $434K
AMGN
Amgen Inc

Healthcare
-9
- 0.34%
$309.38 - $337.38 $2.78K - $3.04K
2.68K $861K
DRI
Darden Restaurants Inc

Consumer Cyclical
-110
- 3.43%
$138.06 - $172.74 $15.2K - $19K
3.1K $508K
V
Visa Inc.

Financial Services
-2
- 0.11%
$253.74 - $291.56 $507 - $583
1.85K $509K
GOLD
Barrick Gold Corp

Basic Materials
-640
- 5.42%
$16.56 - $21.01 $10.6K - $13.4K
11.2K $222K
STWD
Starwood Property Trust, Inc.

Real Estate
-219
- 1.07%
$18.75 - $21.11 $4.11K - $4.62K
20.3K $414K
KMB
Kimberly Clark Corp

Consumer Defensive
-45
- 0.55%
$135.05 - $148.35 $6.08K - $6.68K
8.19K $1.17M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-95
- 1.24%
$41.9 - $48.26 $3.98K - $4.58K
7.55K $361K
NFLX
Netflix Inc

Communication Services
-11
- 1.01%
$598.55 - $722.26 $6.58K - $7.94K
1.08K $763K
DOV
Dover Corp

Industrials
-25
- 0.77%
$172.5 - $193.03 $4.31K - $4.83K
3.21K $615K
LVS
Las Vegas Sands Corp

Consumer Cyclical
-25
- 0.42%
$37.86 - $51.12 $947 - $1.28K
5.99K $301K
UBER
Uber Technologies, Inc

Technology
-37
- 0.23%
$58.48 - $77.47 $2.16K - $2.87K
16.3K $1.22M
MDT
Medtronic PLC

Healthcare
-85
- 1.91%
$76.84 - $91.03 $6.53K - $7.74K
4.36K $392K
CPB
Campbell Soup CO

Consumer Defensive
-30
- 0.23%
$45.01 - $51.89 $1.35K - $1.56K
12.9K $632K
FCX
Freeport Mcmoran Inc

Basic Materials
-50
- 0.13%
$39.52 - $51.92 $1.98K - $2.6K
38.5K $1.92M
RIO
Rio Tinto PLC

Basic Materials
-338
- 2.42%
$59.71 - $71.21 $20.2K - $24.1K
13.6K $969K
PAYX
Paychex Inc

Industrials
-25
- 0.64%
$116.17 - $135.19 $2.9K - $3.38K
3.89K $522K
COF
Capital One Financial Corp

Financial Services
-45
- 0.76%
$131.42 - $153.05 $5.91K - $6.89K
5.86K $876K
APD
Air Products & Chemicals, Inc.

Basic Materials
-25
- 1.44%
$247.34 - $300.11 $6.18K - $7.5K
1.71K $509K
XOM
Exxon Mobil Corp

Energy
-443
- 0.81%
$109.72 - $119.0 $48.6K - $52.7K
54.3K $6.36M
KO
Coca Cola CO

Consumer Defensive
-115
- 1.26%
$62.69 - $73.01 $7.21K - $8.4K
8.98K $645K
EVRG
Evergy, Inc.

Utilities
-59
- 0.75%
$52.46 - $62.01 $3.1K - $3.66K
7.77K $482K
KWEB
Kraneshares Tr Csi China Inter

ETFs
-109
- 1.06%
$24.73 - $34.02 $2.7K - $3.71K
10.2K $347K
STAG
Stag Industrial, Inc.

Real Estate
-25
- 0.1%
$35.42 - $40.98 $886 - $1.02K
24.8K $968K
CG
Carlyle Group Inc.

Financial Services
-113
- 0.41%
$37.24 - $49.74 $4.21K - $5.62K
27.3K $1.18M
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
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