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
SBRA
Sabra Health Care Reit, Inc.

Real Estate
-99
- 0.36%
$16.73 - $19.67 $1.66K - $1.95K
27.3K $473K
CLX
Clorox CO

Consumer Defensive
-200
- 6.09%
$156.51 - $169.74 $31.3K - $33.9K
3.08K $500K
PARA
Paramount Global

Communication Services
-2.63K
- 8.98%
$10.27 - $11.57 $27K - $30.4K
26.6K $277K
UPS
United Parcel Service Inc

Industrials
-40
- 1.42%
$122.65 - $138.35 $4.91K - $5.53K
2.77K $349K
MMM
3 M CO

Industrials
-3
- 0.07%
$124.74 - $137.12 $374 - $411
4.23K $545K
BXP
Boston Properties Inc

Real Estate
-46
- 0.97%
$73.33 - $89.72 $3.37K - $4.13K
4.68K $347K
BERY
Berry Global Group, Inc.

Consumer Cyclical
-210
- 5.07%
$64.2 - $72.31 $13.5K - $15.2K
3.93K $254K
ABT
Abbott Laboratories

Healthcare
-120
- 0.87%
$111.93 - $119.39 $13.4K - $14.3K
13.7K $1.55M
WELL
Welltower Inc.

Real Estate
-50
- 0.52%
$123.11 - $139.3 $6.16K - $6.97K
9.52K $1.2M
WM
Waste Management Inc

Industrials
-25
- 0.86%
$201.79 - $228.46 $5.04K - $5.71K
2.88K $580K
APD
Air Products & Chemicals, Inc.

Basic Materials
-14
- 0.82%
$285.5 - $335.62 $4K - $4.7K
1.7K $491K
EVRG
Evergy, Inc.

Utilities
-200
- 2.57%
$59.06 - $65.0 $11.8K - $13K
7.57K $466K
SPG
Simon Property Group Inc

Real Estate
-250
- 2.52%
$167.23 - $183.84 $41.8K - $46K
9.68K $1.67M
VTI
Vanguard Total Stock Market Et

ETFs
-146
- 3.08%
$280.04 - $302.45 $40.9K - $44.2K
4.6K $1.33M
GLD
Spdr Gold Trust

ETFs
-7
- 0.09%
$236.59 - $257.5 $1.66K - $1.8K
7.48K $1.81M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-11
- 2.35%
$442.29 - $483.08 $4.87K - $5.31K
457 $207K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-299
- 2.01%
$46.48 - $51.32 $13.9K - $15.3K
14.6K $700K
INTU
Intuit Inc

Technology
-3
- 0.73%
$602.01 - $706.25 $1.81K - $2.12K
410 $257K
K
Kellogg CO

Consumer Defensive
-20
- 0.28%
$80.34 - $81.29 $1.61K - $1.63K
7.13K $577K
META
Meta Platforms, Inc.

Communication Services
-118
- 2.87%
$554.08 - $632.68 $65.4K - $74.7K
3.99K $2.35M
LVS
Las Vegas Sands Corp

Consumer Cyclical
-15
- 0.25%
$47.96 - $55.17 $719 - $828
5.97K $306K
VBK
Vanguard Small Cap Growth ETF

ETFs
-38
- 2.88%
$264.18 - $304.19 $10K - $11.6K
1.28K $358K
COST
Costco Wholesale Corp

Consumer Defensive
-4
- 0.99%
$873.59 - $994.69 $3.49K - $3.98K
401 $367K
ALL
Allstate Corp

Financial Services
-25
- 0.53%
$181.25 - $208.2 $4.53K - $5.21K
4.71K $907K
VB
Vanguard Small Cap ETF

ETFs
-2
- 0.04%
$233.76 - $261.58 $468 - $523
5.36K $1.29M
GLW
Corning Inc

Technology
-347
- 2.47%
$44.11 - $49.76 $15.3K - $17.3K
13.7K $650K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-70
- 5.03%
$172.07 - $207.36 $12K - $14.5K
1.32K $261K
PAYX
Paychex Inc

Industrials
-25
- 0.64%
$135.86 - $148.73 $3.4K - $3.72K
3.87K $542K
EPD
Enterprise Products Partners L.P.

Energy
-150
- 1.15%
$28.66 - $34.43 $4.3K - $5.16K
12.9K $404K
ADP
Automatic Data Processing Inc

Industrials
-40
- 1.48%
$280.08 - $307.97 $11.2K - $12.3K
2.67K $781K
BITO
Proshares Tr Bitcoin Strategy

ETFs
-129
- 0.98%
$16.99 - $27.42 $2.19K - $3.54K
13K $296K
VUG
Vanguard Growth ETF

ETFs
-155
- 3.82%
$378.79 - $428.11 $58.7K - $66.4K
3.9K $1.6M
DRI
Darden Restaurants Inc

Consumer Cyclical
-60
- 1.94%
$155.96 - $188.66 $9.36K - $11.3K
3.04K $567K
CAKE
Cheesecake Factory Inc

Consumer Cyclical
-18
- 0.19%
$38.7 - $51.36 $697 - $924
9.45K $448K
BMY
Bristol Myers Squibb CO

Healthcare
-2
- 0.01%
$51.92 - $59.94 $104 - $120
15.1K $851K
SRE
Sempra Energy

Utilities
-160
- 0.76%
$80.81 - $94.77 $12.9K - $15.2K
20.9K $1.83M
CAH
Cardinal Health Inc

Healthcare
-285
- 2.08%
$107.89 - $125.33 $30.7K - $35.7K
13.4K $1.59M
V
Visa Inc.

Financial Services
-5
- 0.27%
$273.87 - $320.91 $1.37K - $1.6K
1.85K $583K
WSM
Williams Sonoma Inc

Consumer Cyclical
-81
- 2.68%
$129.13 - $198.21 $10.5K - $16.1K
2.94K $544K
BX
Blackstone Inc.

Financial Services
-235
- 3.44%
$148.45 - $199.05 $34.9K - $46.8K
6.6K $1.14M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-134
- 3.13%
$47.29 - $84.74 $6.34K - $11.4K
4.15K $309K
CRM
Salesforce, Inc.

Technology
-49
- 2.57%
$270.87 - $367.87 $13.3K - $18K
1.86K $621K
COIN
Coinbase Global, Inc.

Technology
-4
- 0.28%
$163.17 - $343.62 $653 - $1.37K
1.44K $357K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
-1.12K
- 1.46%
$11.18 - $13.68 $12.5K - $15.3K
75.5K $959K
COF
Capital One Financial Corp

Financial Services
-190
- 3.24%
$145.19 - $192.01 $27.6K - $36.5K
5.67K $1.01M
T
At&T Inc.

Communication Services
-281
- 0.14%
$21.22 - $23.88 $5.96K - $6.71K
198K $4.5M
SCHW
Schwab Charles Corp

Financial Services
-350
- 1.75%
$63.31 - $82.85 $22.2K - $29K
19.7K $1.46M
GILD
Gilead Sciences, Inc.

Healthcare
-125
- 0.63%
$83.95 - $97.9 $10.5K - $12.2K
19.8K $1.83M
CG
Carlyle Group Inc.

Financial Services
-720
- 2.63%
$43.2 - $54.81 $31.1K - $39.5K
26.6K $1.34M
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
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