Jeppson Wealth Management, LLC Sells in Q3 2024

Jeppson Wealth Management, LLC

  • $279 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PG
Procter & Gamble CO

Consumer Defensive
-275
- 1.84%
$160.76 - $177.82 $44.2K - $48.9K
14.7K $2.54M
BXP
Boston Properties Inc

Real Estate
-215
- 4.35%
$60.3 - $82.49 $13K - $17.7K
4.72K $379K
CLX
Clorox CO

Consumer Defensive
-61
- 1.82%
$131.73 - $166.97 $8.04K - $10.2K
3.28K $534K
SBUX
Starbucks Corp

Consumer Cyclical
-617
- 8.4%
$72.51 - $98.6 $44.7K - $60.8K
6.73K $656K
MMM
3 M CO

Industrials
-525
- 11.05%
$99.69 - $139.42 $52.3K - $73.2K
4.23K $577K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-150
- 1.44%
$95.1 - $106.76 $14.3K - $16K
10.3K $1.1M
UNH
Unitedhealth Group Inc

Healthcare
-43
- 2.71%
$488.01 - $604.18 $21K - $26K
1.55K $903K
ADP
Automatic Data Processing Inc

Industrials
-5
- 0.18%
$233.44 - $279.45 $1.17K - $1.4K
2.71K $749K
D
Dominion Energy, Inc

Utilities
-10
- 0.08%
$48.01 - $58.53 $480 - $585
12.5K $720K
JPM
Jpmorgan Chase & CO

Financial Services
-40
- 0.28%
$194.9 - $224.8 $7.8K - $8.99K
14.3K $3.01M
MCD
Mcdonalds Corp

Consumer Cyclical
-132
- 3.95%
$245.82 - $304.51 $32.4K - $40.2K
3.21K $976K
NNN
National Retail Properties, Inc.

Real Estate
-255
- 1.07%
$42.12 - $48.79 $10.7K - $12.4K
23.6K $1.14M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-517
- 9.36%
$72.18 - $107.33 $37.3K - $55.5K
5.01K $531K
ALL
Allstate Corp

Financial Services
-50
- 1.05%
$158.43 - $192.86 $7.92K - $9.64K
4.73K $897K
NGG
National Grid PLC

Utilities
-68
- 0.62%
$57.14 - $70.48 $3.89K - $4.79K
10.9K $760K
ABT
Abbott Laboratories

Healthcare
-10
- 0.07%
$100.07 - $118.13 $1K - $1.18K
13.8K $1.58M
K
Kellogg CO

Consumer Defensive
-109
- 1.5%
$56.19 - $80.81 $6.12K - $8.81K
7.15K $576K
KHC
Kraft Heinz CO

Consumer Defensive
-860
- 1.28%
$31.86 - $36.13 $27.4K - $31.1K
66.2K $2.32M
SPG
Simon Property Group Inc

Real Estate
-5
- 0.05%
$146.09 - $170.11 $730 - $851
9.93K $1.68M
KMI
Kinder Morgan, Inc.

Energy
-1.58K
- 1.63%
$19.72 - $22.22 $31.2K - $35.2K
95.3K $2.11M
VNO
Vornado Realty Trust

Real Estate
-11
- 0.08%
$25.5 - $39.4 $281 - $433
13.9K $548K
BX
Blackstone Inc.

Financial Services
-105
- 1.51%
$120.77 - $159.66 $12.7K - $16.8K
6.84K $1.05M
GIS
General Mills Inc

Consumer Defensive
-29
- 0.16%
$62.5 - $75.15 $1.81K - $2.18K
17.9K $1.32M
UL
Unilever PLC

Consumer Defensive
-174
- 0.79%
$54.7 - $65.59 $9.52K - $11.4K
21.7K $1.41M
SO
Southern CO

Utilities
-5
- 0.03%
$77.0 - $90.52 $385 - $453
17.3K $1.56M
TSLA
Tesla, Inc.

Consumer Cyclical
-104
- 2.7%
$191.76 - $263.26 $19.9K - $27.4K
3.75K $982K
JNJ
Johnson & Johnson

Healthcare
-27
- 0.19%
$145.48 - $167.38 $3.93K - $4.52K
14.1K $2.28M
WELL
Welltower Inc.

Real Estate
-45
- 0.47%
$104.0 - $129.74 $4.68K - $5.84K
9.57K $1.23M
WPM
Wheaton Precious Metals Corp.

Basic Materials
-427
- 1.47%
$52.04 - $64.22 $22.2K - $27.4K
28.6K $1.75M
ABBV
Abb Vie Inc.

Healthcare
-89
- 0.9%
$163.84 - $199.33 $14.6K - $17.7K
9.82K $1.94M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-581
- 0.31%
$98.99 - $101.51 $57.5K - $59K
184K $18.7M
VZ
Verizon Communications Inc

Communication Services
-686
- 0.81%
$38.89 - $45.0 $26.7K - $30.9K
84.3K $3.79M
GILD
Gilead Sciences, Inc.

Healthcare
-58
- 0.29%
$66.59 - $83.99 $3.86K - $4.87K
19.9K $1.67M
OHI
Omega Healthcare Investors Inc

Real Estate
-608
- 1.14%
$33.55 - $41.29 $20.4K - $25.1K
52.6K $2.14M
IBM
International Business Machines Corp

Technology
-90
- 1.25%
$175.1 - $223.38 $15.8K - $20.1K
7.1K $1.57M
SHOP
Shopify Inc.

Technology
-6
- 0.02%
$52.26 - $80.75 $314 - $485
25.5K $2.04M
WMT
Walmart Inc.

Consumer Defensive
-253
- 0.85%
$66.91 - $81.4 $16.9K - $20.6K
29.4K $2.38M
RTX
Raytheon Technologies Corp

Industrials
-17
- 0.08%
$99.55 - $123.34 $1.69K - $2.1K
20.7K $2.5M
T
At&T Inc.

Communication Services
-1.65K
- 0.83%
$18.21 - $22.28 $30.1K - $36.9K
198K $4.35M
AEP
American Electric Power CO Inc

Utilities
-21
- 0.06%
$87.11 - $104.95 $1.83K - $2.2K
37.4K $3.83M
ORCL
Oracle Corp

Technology
-5
- 0.02%
$125.9 - $170.35 $630 - $852
27.9K $4.75M
AAPL
Apple Inc.

Technology
-404
- 0.4%
$207.23 - $234.82 $83.7K - $94.9K
99.9K $23.3M
LMT
Lockheed Martin Corp

Industrials
-430
- 1.96%
$460.3 - $584.56 $198K - $251K
21.5K $12.6M
Activity Summary
Buys All Purchases 55 New Holdings 10 Increased Positions 45 Sells All Sells 94 Reductions 94 Sold out 0 Options Calls 0 Puts 0
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