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
PEG
Public Service Enterprise Group Inc

Utilities
-100
- 3.51%
$77.13 - $84.18 $7.71K - $8.42K
2.75K $231K
TXN
Texas Instruments Inc

Technology
-10
- 0.82%
N/A
1.21K $234K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-495
- 27.08%
$141.37 - $228.57 $70K - $113K
1.33K $301K
HD
Home Depot, Inc.

Consumer Cyclical
-5
- 0.16%
$335.24 - $380.78 $1.68K - $1.9K
3.07K $1.13M
BXP
Boston Properties Inc

Real Estate
-15
- 0.32%
$56.86 - $74.12 $853 - $1.11K
4.66K $314K
VBR
Vanguard Small Cap Value ETF

ETFs
-43
- 2.87%
$162.76 - $195.77 $7K - $8.42K
1.46K $283K
ADP
Automatic Data Processing Inc

Industrials
-5
- 0.19%
$276.76 - $326.81 $1.38K - $1.63K
2.64K $815K
V
Visa Inc.

Financial Services
-2
- 0.11%
$308.27 - $373.31 $617 - $747
1.82K $644K
VNO
Vornado Realty Trust

Real Estate
-280
- 1.99%
$31.74 - $41.27 $8.89K - $11.6K
13.8K $528K
USB
Us Bancorp \De\

Financial Services
-22
- 0.37%
$36.4 - $45.76 $801 - $1.01K
5.93K $268K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-180
- 0.96%
$10.8 - $16.92 $1.94K - $3.05K
18.5K $254K
ADM
Archer Daniels Midland CO

Consumer Defensive
-180
- 2.69%
$41.79 - $54.16 $7.52K - $9.75K
6.51K $343K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-264
- 1.75%
$20.42 - $25.3 $5.39K - $6.68K
14.8K $374K
UL
Unilever PLC

Consumer Defensive
-180
- 0.89%
$57.9 - $65.43 $10.4K - $11.8K
20K $1.22M
GD
General Dynamics Corp

Industrials
-6
- 0.47%
$247.68 - $291.66 $1.49K - $1.75K
1.28K $373K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-95
- 1.25%
$39.89 - $49.46 $3.79K - $4.7K
7.5K $370K
HON
Honeywell International Inc

Industrials
-30
- 1.52%
$182.86 - $232.88 $5.49K - $6.99K
1.95K $453K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-50
- 0.77%
$41.45 - $54.46 $2.07K - $2.72K
6.45K $335K
TTWO
Take Two Interactive Software Inc

Communication Services
-23
- 1.65%
$194.58 - $243.05 $4.48K - $5.59K
1.37K $333K
ABT
Abbott Laboratories

Healthcare
-5
- 0.04%
$123.95 - $138.08 $620 - $690
13.7K $1.86M
MRVL
Marvell Technology, Inc.

Technology
-25
- 0.73%
$49.38 - $79.97 $1.23K - $2K
3.41K $263K
NVS
Novartis Ag

Healthcare
-30
- 0.49%
$101.96 - $121.01 $3.06K - $3.63K
6.05K $731K
SIL
Global X Silver Miners ETF

ETFs
-50
- 0.74%
$33.97 - $49.02 $1.7K - $2.45K
6.73K $323K
NGG
National Grid PLC

Utilities
-5
- 0.07%
$62.74 - $74.79 $314 - $374
6.8K $505K
INTU
Intuit Inc

Technology
-7
- 1.69%
$544.07 - $787.63 $3.81K - $5.51K
406 $319K
MU
Micron Technology Inc

Technology
-110
- 4.71%
$64.72 - $127.91 $7.12K - $14.1K
2.23K $274K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-20
- 0.49%
$60.61 - $87.72 $1.21K - $1.75K
4.06K $344K
GLW
Corning Inc

Technology
-184
- 1.34%
$39.07 - $52.59 $7.19K - $9.68K
13.5K $709K
CAT
Caterpillar Inc

Industrials
-1
- 0.06%
$273.94 - $388.21 $274 - $388
1.62K $627K
T
At&T Inc.

Communication Services
-1.09K
- 0.56%
$26.33 - $28.94 $28.8K - $31.6K
194K $5.61M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-194
- 7.47%
$416.06 - $551.64 $80.7K - $107K
2.4K $1.33M
COF
Capital One Financial Corp

Financial Services
-148
- 2.62%
$150.57 - $212.76 $22.3K - $31.5K
5.5K $1.17M
TSLA
Tesla, Inc.

Consumer Cyclical
-170
- 4.29%
$221.86 - $362.89 $37.7K - $61.7K
3.8K $1.21M
CG
Carlyle Group Inc.

Financial Services
-413
- 1.52%
$34.78 - $51.4 $14.4K - $21.2K
26.7K $1.37M
WFC
Wells Fargo & Company

Financial Services
-70
- 0.28%
$60.98 - $80.12 $4.27K - $5.61K
24.9K $2M
LMT
Lockheed Martin Corp

Industrials
-323
- 1.46%
$430.82 - $486.45 $139K - $157K
21.8K $10.1M
WMT
Walmart Inc.

Consumer Defensive
-634
- 2.17%
$81.79 - $99.98 $51.9K - $63.4K
28.5K $2.79M
SCHW
Schwab Charles Corp

Financial Services
-122
- 0.63%
$69.06 - $91.24 $8.43K - $11.1K
19.2K $1.75M
IBM
International Business Machines Corp

Technology
-127
- 1.82%
$221.03 - $294.78 $28.1K - $37.4K
6.87K $2.03M
UBER
Uber Technologies, Inc

Technology
-225
- 1.38%
$64.62 - $93.3 $14.5K - $21K
16.1K $1.5M
WPM
Wheaton Precious Metals Corp.

Basic Materials
-101
- 0.37%
$70.56 - $92.75 $7.13K - $9.37K
27.6K $2.48M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-25
- 0.78%
$177.93 - $313.14 $4.45K - $7.83K
3.2K $1M
MELI
Mercadolibre Inc

Consumer Cyclical
-1
- 0.19%
$1794.73 - $2613.63 $1.79K - $2.61K
533 $1.39M
CAH
Cardinal Health Inc

Healthcare
-161
- 1.24%
$125.0 - $168.0 $20.1K - $27K
12.8K $2.15M
PANW
Palo Alto Networks Inc

Technology
-145
- 1.23%
$152.44 - $204.64 $22.1K - $29.7K
11.6K $2.38M
GOOG
Alphabet Inc.

Communication Services
-148
- 0.77%
$146.58 - $180.01 $21.7K - $26.6K
19.1K $3.39M
NFLX
Netflix Inc

Communication Services
-22
- 2.13%
$855.86 - $1339.13 $18.8K - $29.5K
1.01K $1.35M
JPM
Jpmorgan Chase & CO

Financial Services
-715
- 5.35%
$210.28 - $289.91 $150K - $207K
12.7K $3.67M
CSCO
Cisco Systems, Inc.

Technology
-275
- 0.47%
$53.19 - $69.38 $14.6K - $19.1K
58.6K $4.07M
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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