Jeppson Wealth Management, LLC Sells in Q1 2025

Jeppson Wealth Management, LLC

  • $273 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-480
- 0.48%
$209.68 - $247.1 $101K - $119K
98.8K $21.9M
AMZN
Amazon Com Inc

Consumer Cyclical
-127
- 0.43%
$190.26 - $242.06 $24.2K - $30.7K
29.4K $5.6M
ORCL
Oracle Corp

Technology
-282
- 1.02%
$139.81 - $186.47 $39.4K - $52.6K
27.4K $3.83M
BHP
Bhp Group LTD

Basic Materials
-12.3K
- 34.64%
$48.18 - $52.11 $591K - $640K
23.2K $1.12M
VUG
Vanguard Growth ETF

ETFs
-788
- 20.21%
$369.1 - $427.61 $291K - $337K
3.11K $1.15M
GOOGL
Alphabet Inc.

Communication Services
-97
- 1.05%
$154.33 - $206.19 $15K - $20K
9.18K $1.42M
KHC
Kraft Heinz CO

Consumer Defensive
-10.4K
- 17.51%
$28.51 - $32.22 $297K - $335K
49.1K $1.49M
CPB
Campbell Soup CO

Consumer Defensive
-6.88K
- 53.04%
$37.29 - $42.04 $256K - $289K
6.09K $242K
SHOP
Shopify Inc.

Technology
-148
- 0.59%
$90.59 - $129.31 $13.4K - $19.1K
25.1K $2.39M
UNH
Unitedhealth Group Inc

Healthcare
-512
- 33.57%
$461.52 - $548.18 $236K - $281K
1.01K $530K
BX
Blackstone Inc.

Financial Services
-120
- 1.82%
$136.53 - $186.74 $16.4K - $22.4K
6.48K $906K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-9.32K
- 37.27%
$21.23 - $23.75 $198K - $221K
15.7K $337K
DOW
Dow Inc.

Basic Materials
-2.74K
- 11.02%
$34.36 - $41.92 $94.2K - $115K
22.1K $773K
VTI
Vanguard Total Stock Market Et

ETFs
-456
- 9.91%
$271.18 - $303.12 $124K - $138K
4.14K $1.14M
PANW
Palo Alto Networks Inc

Technology
-143
- 1.2%
$167.82 - $208.28 $24K - $29.8K
11.8K $2.01M
NGG
National Grid PLC

Utilities
-3.33K
- 32.87%
$56.13 - $65.61 $187K - $218K
6.8K $446K
JPM
Jpmorgan Chase & CO

Financial Services
-898
- 6.29%
$225.19 - $279.95 $202K - $251K
13.4K $3.28M
BAC
Bank Of America Corp

Financial Services
-434
- 0.81%
$39.61 - $47.74 $17.2K - $20.7K
53.2K $2.22M
ADBE
Adobe Inc.

Technology
-105
- 6.83%
$377.84 - $464.11 $39.7K - $48.7K
1.43K $549K
SPG
Simon Property Group Inc

Real Estate
-379
- 3.92%
$159.48 - $187.78 $60.4K - $71.2K
9.3K $1.54M
GIS
General Mills Inc

Consumer Defensive
-739
- 4.24%
$57.56 - $65.3 $42.5K - $48.3K
16.7K $998K
PEP
Pepsico Inc

Consumer Defensive
-625
- 8.45%
$142.64 - $156.42 $89.1K - $97.8K
6.77K $1.02M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-96
- 2.89%
$203.38 - $274.79 $19.5K - $26.4K
3.22K $661K
LVS
Las Vegas Sands Corp

Consumer Cyclical
-550
- 9.21%
$38.18 - $50.93 $21K - $28K
5.42K $209K
META
Meta Platforms, Inc.

Communication Services
-52
- 1.3%
$576.36 - $736.67 $30K - $38.3K
3.94K $2.27M
WMT
Walmart Inc.

Consumer Defensive
-75
- 0.26%
$84.5 - $105.05 $6.34K - $7.88K
29.2K $2.56M
EMR
Emerson Electric CO

Industrials
-12
- 0.23%
$108.64 - $131.17 $1.3K - $1.57K
5.23K $573K
HD
Home Depot, Inc.

Consumer Cyclical
-5
- 0.16%
$347.25 - $424.87 $1.74K - $2.12K
3.08K $1.13M
CAT
Caterpillar Inc

Industrials
-43
- 2.59%
$326.75 - $407.63 $14.1K - $17.5K
1.62K $533K
CLX
Clorox CO

Consumer Defensive
-120
- 3.89%
$141.76 - $162.89 $17K - $19.5K
2.96K $436K
APD
Air Products & Chemicals, Inc.

Basic Materials
-220
- 12.97%
$283.24 - $338.07 $62.3K - $74.4K
1.48K $435K
KIM
Kimco Realty Corp

Real Estate
-749
- 4.24%
$20.15 - $23.42 $15.1K - $17.5K
16.9K $359K
HON
Honeywell International Inc

Industrials
-101
- 4.86%
$202.75 - $226.52 $20.5K - $22.9K
1.98K $418K
DOV
Dover Corp

Industrials
-32
- 1.0%
$174.65 - $206.43 $5.59K - $6.61K
3.18K $558K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-66
- 1.59%
$62.43 - $84.12 $4.12K - $5.55K
4.08K $265K
USB
Us Bancorp \De\

Financial Services
-105
- 1.73%
$40.92 - $50.9 $4.3K - $5.34K
5.95K $251K
BA
Boeing CO

Industrials
-9
- 0.17%
$148.15 - $186.25 $1.33K - $1.68K
5.38K $917K
CMCSA
Comcast Corp

Communication Services
-57
- 0.31%
$33.19 - $38.23 $1.89K - $2.18K
18.4K $677K
PEG
Public Service Enterprise Group Inc

Utilities
-50
- 1.72%
$78.2 - $90.39 $3.91K - $4.52K
2.85K $234K
UL
Unilever PLC

Consumer Defensive
-1.13K
- 5.32%
$54.72 - $60.29 $61.9K - $68.2K
20.1K $1.2M
VIG
Vanguard Dividend Appreciation

ETFs
-40
- 1.84%
N/A
2.14K $389K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
-450
- 1.65%
$15.88 - $17.78 $7.15K - $8K
26.9K $469K
CL
Colgate Palmolive CO

Consumer Defensive
-115
- 3.34%
$85.68 - $97.5 $9.85K - $11.2K
3.33K $312K
WFC
Wells Fargo & Company

Financial Services
-535
- 2.1%
$66.78 - $81.42 $35.7K - $43.6K
25K $1.79M
COF
Capital One Financial Corp

Financial Services
-20
- 0.35%
$163.87 - $209.82 $3.28K - $4.2K
5.65K $1.01M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
-426
- 0.56%
$11.96 - $13.56 $5.09K - $5.78K
75.1K $963K
EEM
Ishares Msci Emerging Markets

ETFs
-180
- 2.59%
$40.81 - $45.34 $7.35K - $8.16K
6.77K $295K
OHI
Omega Healthcare Investors Inc

Real Estate
-184
- 0.35%
$35.7 - $38.33 $6.57K - $7.05K
52K $1.98M
LLY
Eli Lilly & CO

Healthcare
-335
- 6.38%
$725.72 - $929.72 $243K - $311K
4.92K $4.06M
Activity Summary
Buys All Purchases 77 New Holdings 15 Increased Positions 62 Sells All Sells 98 Reductions 98 Sold out 0 Options Calls 0 Puts 0
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