Jeppson Wealth Management, LLC Reduced Holdings in Q2 2025

Jeppson Wealth Management, LLC

  • $289 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-650
- 0.66%
$172.42 - $223.89 $112K - $146K
98.2K $20.1M
OXY
Occidental Petroleum Corp

Energy
-12.3K
- 28.1%
$36.11 - $49.33 $443K - $605K
31.4K $1.32M
LLY
Eli Lilly & CO

Healthcare
-379
- 7.71%
$713.71 - $898.95 $270K - $341K
4.54K $3.54M
KHC
Kraft Heinz CO

Consumer Defensive
-11.3K
- 23.06%
$25.61 - $30.81 $290K - $349K
37.7K $974K
MRK
Merck & Co., Inc.

Healthcare
-2.18K
- 9.42%
$73.47 - $87.12 $160K - $190K
20.9K $1.66M
BHP
Bhp Group LTD

Basic Materials
-6.63K
- 28.61%
$40.22 - $50.88 $266K - $337K
16.5K $795K
DOW
Dow Inc.

Basic Materials
-4.9K
- 22.11%
$25.81 - $34.89 $126K - $171K
17.2K $456K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-1.5K
- 0.82%
$102.02 - $103.5 $153K - $155K
182K $18.8M
COP
Conocophillips

Energy
-28
- 0.17%
$82.66 - $106.1 $2.31K - $2.97K
16.5K $1.48M
AEP
American Electric Power CO Inc

Utilities
-164
- 0.45%
$98.59 - $109.11 $16.2K - $17.9K
36.3K $3.76M
JNJ
Johnson & Johnson

Healthcare
-46
- 0.31%
$146.36 - $159.82 $6.73K - $7.35K
14.9K $2.28M
WM
Waste Management Inc

Industrials
-785
- 27.29%
$216.47 - $242.1 $170K - $190K
2.09K $478K
UPS
United Parcel Service Inc

Industrials
-1.07K
- 27.14%
$91.92 - $110.2 $98.4K - $118K
2.87K $290K
CLX
Clorox CO

Consumer Defensive
-274
- 9.25%
$118.01 - $148.69 $32.3K - $40.7K
2.69K $322K
ED
Consolidated Edison Inc

Utilities
-326
- 4.34%
$98.05 - $113.3 $32K - $36.9K
7.19K $721K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-50
- 0.97%
$99.37 - $134.05 $4.97K - $6.7K
5.09K $576K
DUK
Duke Energy Corp

Utilities
-194
- 1.2%
$112.46 - $124.05 $21.8K - $24.1K
16K $1.88M
RIO
Rio Tinto PLC

Basic Materials
-552
- 1.81%
$52.32 - $62.75 $28.9K - $34.6K
29.9K $1.74M
OHI
Omega Healthcare Investors Inc

Real Estate
-145
- 0.28%
$35.55 - $39.05 $5.15K - $5.66K
51.9K $1.9M
CMCSA
Comcast Corp

Communication Services
-1.33K
- 7.26%
$32.84 - $36.72 $43.8K - $48.9K
17K $607K
MCD
Mcdonalds Corp

Consumer Cyclical
-1
- 0.03%
$285.55 - $321.23 $286 - $321
3.09K $902K
SBUX
Starbucks Corp

Consumer Cyclical
-217
- 3.3%
$79.69 - $99.41 $17.3K - $21.6K
6.36K $582K
NWE
Northwestern Corp

Utilities
-150
- 2.0%
$50.8 - $59.51 $7.62K - $8.93K
7.36K $377K
FRT
Federal Realty Investment Trust

Real Estate
-335
- 4.74%
$83.56 - $99.08 $28K - $33.2K
6.73K $639K
STAG
Stag Industrial, Inc.

Real Estate
-1.49K
- 6.04%
$30.08 - $37.02 $44.7K - $55K
23.1K $838K
PSX
Phillips 66

Energy
-25
- 0.24%
$92.87 - $125.73 $2.32K - $3.14K
10.3K $1.23M
MMM
3 M CO

Industrials
-400
- 10.46%
$126.09 - $154.15 $50.4K - $61.7K
3.43K $521K
PAYX
Paychex Inc

Industrials
-15
- 0.39%
$137.01 - $159.78 $2.06K - $2.4K
3.82K $555K
GILD
Gilead Sciences, Inc.

Healthcare
-114
- 0.58%
$96.91 - $113.0 $11K - $12.9K
19.5K $2.16M
ALL
Allstate Corp

Financial Services
-34
- 0.74%
$180.53 - $212.64 $6.14K - $7.23K
4.58K $921K
NOVA
Sunnova Energy International Inc.

Technology
-77.6K
- 84.02%
$0.0 - $0.35 $0 - $27.2K
14.8K $0
SNAP
Snap Inc

Communication Services
-3.46K
- 21.23%
$7.23 - $9.21 $25K - $31.8K
12.8K $111K
POR
Portland General Electric CO

Utilities
-130
- 2.23%
$39.96 - $44.75 $5.19K - $5.82K
5.7K $231K
WSM
Williams Sonoma Inc

Consumer Cyclical
-260
- 8.83%
$137.62 - $174.44 $35.8K - $45.4K
2.68K $438K
APD
Air Products & Chemicals, Inc.

Basic Materials
-23
- 1.56%
$248.61 - $294.96 $5.72K - $6.78K
1.45K $409K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-100
- 0.99%
$90.85 - $102.31 $9.09K - $10.2K
10.1K $1.01M
STWD
Starwood Property Trust, Inc.

Real Estate
-1.43K
- 7.04%
$17.28 - $20.41 $24.6K - $29.1K
18.8K $377K
K
Kellogg CO

Consumer Defensive
-20
- 0.28%
$77.85 - $82.88 $1.56K - $1.66K
7.09K $563K
WELL
Welltower Inc.

Real Estate
-160
- 1.68%
$136.49 - $155.22 $21.8K - $24.8K
9.36K $1.44M
MO
Altria Group, Inc.

Consumer Defensive
-200
- 4.36%
$55.56 - $60.91 $11.1K - $12.2K
4.39K $257K
ITW
Illinois Tool Works Inc

Industrials
-65
- 2.71%
$218.41 - $252.43 $14.2K - $16.4K
2.34K $577K
MDT
Medtronic PLC

Healthcare
-35
- 0.81%
$80.68 - $88.86 $2.82K - $3.11K
4.31K $375K
KWEB
Kraneshares Tr Csi China Inter

ETFs
-198
- 1.98%
$28.28 - $35.22 $5.6K - $6.97K
9.8K $336K
NNN
National Retail Properties, Inc.

Real Estate
-620
- 2.42%
$37.56 - $43.42 $23.3K - $26.9K
25K $1.08M
KO
Coca Cola CO

Consumer Defensive
-40
- 0.45%
$68.37 - $73.9 $2.73K - $2.96K
8.83K $624K
COST
Costco Wholesale Corp

Consumer Defensive
-27
- 6.73%
$908.13 - $1056.85 $24.5K - $28.5K
374 $370K
VIG
Vanguard Dividend Appreciation

ETFs
-30
- 1.4%
N/A
2.11K $383K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-55
- 0.52%
$121.58 - $136.74 $6.69K - $7.52K
10.6K $1.44M
SO
Southern CO

Utilities
-34
- 0.19%
$84.91 - $92.56 $2.89K - $3.15K
17.5K $1.6M
Activity Summary
Buys All Purchases 76 New Holdings 16 Increased Positions 60 Sells All Sells 106 Reductions 106 Sold out 0 Options Calls 0 Puts 0
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