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
MCD
Mcdonalds Corp

Consumer Cyclical
-218
- 6.59%
$279.74 - $321.29 $61K - $70K
3.09K $965K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-8
- 0.11%
$42.5 - $46.71 $340 - $374
7.59K $343K
K
Kellogg CO

Consumer Defensive
-18
- 0.25%
$81.06 - $82.9 $1.46K - $1.49K
7.11K $586K
STWD
Starwood Property Trust, Inc.

Real Estate
-380
- 1.84%
$18.41 - $20.53 $7K - $7.8K
20.2K $400K
BERY
Berry Global Group, Inc.

Consumer Cyclical
-50
- 1.27%
$64.35 - $73.03 $3.22K - $3.65K
3.88K $270K
MMM
3 M CO

Industrials
-400
- 9.47%
$129.7 - $155.12 $51.9K - $62K
3.83K $561K
PARA
Paramount Global

Communication Services
-1.99K
- 7.46%
$10.16 - $12.14 $20.2K - $24.1K
24.6K $294K
NFLX
Netflix Inc

Communication Services
-25
- 2.37%
$828.4 - $1058.6 $20.7K - $26.5K
1.03K $962K
NWE
Northwestern Corp

Utilities
-200
- 2.6%
$51.11 - $57.87 $10.2K - $11.6K
7.51K $434K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-100
- 0.93%
$128.74 - $138.67 $12.9K - $13.9K
10.7K $1.44M
MO
Altria Group, Inc.

Consumer Defensive
-225
- 4.68%
$50.81 - $60.02 $11.4K - $13.5K
4.59K $275K
PG
Procter & Gamble CO

Consumer Defensive
-87
- 0.6%
$158.56 - $176.26 $13.8K - $15.3K
14.5K $2.47M
ADP
Automatic Data Processing Inc

Industrials
-20
- 0.75%
$286.85 - $318.64 $5.74K - $6.37K
2.65K $809K
TSN
Tyson Foods, Inc.

Consumer Defensive
-213
- 3.18%
$54.27 - $63.81 $11.6K - $13.6K
6.48K $413K
SBUX
Starbucks Corp

Consumer Cyclical
-140
- 2.09%
$91.75 - $115.81 $12.8K - $16.2K
6.57K $644K
EVRG
Evergy, Inc.

Utilities
-150
- 1.98%
$59.9 - $69.52 $8.99K - $10.4K
7.42K $511K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-180
- 1.24%
$48.65 - $53.06 $8.76K - $9.55K
14.4K $746K
ALL
Allstate Corp

Financial Services
-95
- 2.02%
$180.99 - $210.18 $17.2K - $20K
4.61K $955K
PAYX
Paychex Inc

Industrials
-35
- 0.9%
$136.06 - $154.52 $4.76K - $5.41K
3.83K $591K
SIL
Global X Silver Miners ETF

ETFs
-50
- 0.73%
$31.91 - $40.68 $1.6K - $2.03K
6.78K $267K
KWEB
Kraneshares Tr Csi China Inter

ETFs
-221
- 2.16%
$27.29 - $38.29 $6.03K - $8.46K
10K $349K
BMY
Bristol Myers Squibb CO

Healthcare
-270
- 1.79%
$53.9 - $63.11 $14.6K - $17K
14.8K $902K
O
Realty Income Corp

Real Estate
-7
- 0.06%
$51.67 - $58.49 $362 - $409
11.6K $671K
STAG
Stag Industrial, Inc.

Real Estate
-117
- 0.47%
$32.39 - $37.07 $3.79K - $4.34K
24.6K $888K
V
Visa Inc.

Financial Services
-29
- 1.57%
$306.92 - $362.71 $8.9K - $10.5K
1.82K $637K
SCHW
Schwab Charles Corp

Financial Services
-367
- 1.87%
$71.24 - $83.64 $26.1K - $30.7K
19.3K $1.51M
AMT
American Tower Corp

Real Estate
-5
- 0.29%
$173.46 - $217.6 $867 - $1.09K
1.71K $371K
BK
Bank Of New York Mellon Corp

Financial Services
-9
- 0.1%
$75.42 - $88.95 $679 - $801
8.61K $722K
DRI
Darden Restaurants Inc

Consumer Cyclical
-1
- 0.03%
$180.02 - $208.56 $180 - $209
3.04K $631K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-175
- 2.62%
$34.58 - $45.97 $6.05K - $8.04K
6.5K $298K
KO
Coca Cola CO

Consumer Defensive
-59
- 0.66%
$60.81 - $72.32 $3.59K - $4.27K
8.87K $635K
ING
Ing Groep Nv

Financial Services
-50
- 0.21%
$15.51 - $20.74 $776 - $1.04K
23.8K $465K
MELI
Mercadolibre Inc

Consumer Cyclical
-3
- 0.56%
$1739.0 - $2260.0 $5.22K - $6.78K
534 $1.04M
CSCO
Cisco Systems, Inc.

Technology
-321
- 0.54%
$58.74 - $64.87 $18.9K - $20.8K
58.9K $3.63M
IBM
International Business Machines Corp

Technology
-163
- 2.28%
$217.4 - $264.74 $35.4K - $43.2K
7K $1.74M
WPC
W. P. Carey Inc.

Real Estate
-343
- 1.56%
$53.5 - $65.05 $18.4K - $22.3K
21.7K $1.37M
DUK
Duke Energy Corp

Utilities
-442
- 2.66%
$105.87 - $121.97 $46.8K - $53.9K
16.2K $1.97M
CAH
Cardinal Health Inc

Healthcare
-511
- 3.8%
$118.02 - $137.77 $60.3K - $70.4K
12.9K $1.78M
UBER
Uber Technologies, Inc

Technology
-67
- 0.41%
$63.17 - $81.49 $4.23K - $5.46K
16.3K $1.19M
ABT
Abbott Laboratories

Healthcare
-50
- 0.36%
$111.1 - $140.22 $5.56K - $7.01K
13.7K $1.81M
CVX
Chevron Corp

Energy
-442
- 2.86%
$146.71 - $167.97 $64.8K - $74.2K
15K $2.51M
RTX
Raytheon Technologies Corp

Industrials
-386
- 1.89%
$114.1 - $135.66 $44K - $52.4K
20K $2.65M
GILD
Gilead Sciences, Inc.

Healthcare
-193
- 0.97%
$89.14 - $117.41 $17.2K - $22.7K
19.6K $2.2M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-139
- 0.08%
$100.59 - $103.47 $14K - $14.4K
184K $19M
WPM
Wheaton Precious Metals Corp.

Basic Materials
-177
- 0.64%
$55.75 - $77.63 $9.87K - $13.7K
27.7K $2.15M
AEP
American Electric Power CO Inc

Utilities
-169
- 0.46%
$90.32 - $109.27 $15.3K - $18.5K
36.4K $3.98M
T
At&T Inc.

Communication Services
-2.64K
- 1.33%
$21.56 - $28.28 $56.8K - $74.5K
195K $5.51M
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
Track This Portfolio

Track Jeppson Wealth Management, LLC Portfolio

Follow Jeppson Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jeppson Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jeppson Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email