Jeppson Wealth Management, LLC Closed Holding Positions

Jeppson Wealth Management, LLC

  • $289 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
Q4 2020 Filed on Mar 05, 2021
200
$39.65 - $63.7 $7.93K - $12.7K
VNOM
Viper Energy Partners LP

Energy
Q4 2020 Filed on Mar 05, 2021
100
$6.79 - $12.99 $679 - $1.3K
HDB
Hdfc Bank LTD

Financial Services
Q4 2020 Filed on Mar 05, 2021
625
$51.77 - $72.26 $32.4K - $45.2K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
Q4 2020 Filed on Mar 05, 2021
1,500
$24.53 - $26.04 $36.8K - $39.1K
WMB
Williams Companies, Inc.

Energy
Q4 2020 Filed on Mar 05, 2021
2,550
$18.26 - $22.49 $46.6K - $57.3K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
Q4 2020 Filed on Mar 05, 2021
1,600
$14.17 - $15.1 $22.7K - $24.2K
Mobile Telesystems Pjsc Sponsored Adr
Q4 2020 Filed on Mar 05, 2021
2,150
N/A
FDN
First Tr Fd Dow Jones

ETFs
Q4 2020 Filed on Mar 05, 2021
34
$186.35 - $219.82 $6.34K - $7.47K
OTIS
Otis Worldwide Corp

Industrials
Q4 2020 Filed on Mar 05, 2021
127
$58.99 - $67.55 $7.49K - $8.58K
AMAT
Applied Materials Inc

Technology
Q4 2020 Filed on Mar 05, 2021
750
$57.32 - $89.75 $43K - $67.3K
Grubhub Inc Com
Q4 2020 Filed on Mar 05, 2021
390
N/A
AXP
American Express CO

Financial Services
Q4 2020 Filed on Mar 05, 2021
61
$91.07 - $125.04 $5.56K - $7.63K
BBY
Best Buy CO Inc

Consumer Cyclical
Q4 2020 Filed on Mar 05, 2021
75
$99.79 - $123.06 $7.48K - $9.23K
CHTR
Charter Communications, Inc.

Communication Services
Q4 2020 Filed on Mar 05, 2021
244
$572.58 - $680.76 $140K - $166K
APTV
Aptiv PLC

Consumer Cyclical
Q4 2020 Filed on Mar 05, 2021
20
$93.56 - $130.79 $1.87K - $2.62K
INDY
Ishares India 50 ETF

ETFs
Q4 2020 Filed on Mar 05, 2021
300
$35.06 - $42.54 $10.5K - $12.8K
FDX
Fedex Corp

Industrials
Q4 2020 Filed on Mar 05, 2021
150
$254.08 - $301.45 $38.1K - $45.2K
VALE
Vale S.A.

Basic Materials
Q4 2020 Filed on Mar 05, 2021
1,500
$10.39 - $17.37 $15.6K - $26.1K
WBK
Westpac Banking Corporation

Financial Services
Q4 2020 Filed on Mar 05, 2021
650
N/A
LGFB
Lions Gate Entmt Corp Cl B Non
Q4 2020 Filed on Mar 05, 2021
6,175
N/A
CTSH
Cognizant Technology Solutions Corp

Technology
Q4 2020 Filed on Mar 05, 2021
300
$68.86 - $81.95 $20.7K - $24.6K
MAT
Mattel Inc

Consumer Cyclical
Q4 2020 Filed on Mar 05, 2021
450
$11.92 - $18.12 $5.36K - $8.15K
ALK
Alaska Air Group, Inc.

Industrials
Q4 2020 Filed on Mar 05, 2021
100
$35.71 - $53.01 $3.57K - $5.3K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
Q4 2020 Filed on Mar 05, 2021
100
$63.31 - $78.74 $6.33K - $7.87K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
Q4 2020 Filed on Mar 05, 2021
87
$52.22 - $60.37 $4.54K - $5.25K
VG
Vonage Holdings Corp

Communication Services
Q4 2020 Filed on Mar 05, 2021
3,000
$10.13 - $13.97 $30.4K - $41.9K
MA
Mastercard Inc

Financial Services
Q4 2020 Filed on Mar 05, 2021
75
$288.64 - $356.94 $21.6K - $26.8K
MCK
Mckesson Corp

Healthcare
Q4 2020 Filed on Mar 05, 2021
250
$143.79 - $183.66 $35.9K - $45.9K
SPY
Spdr S&P 500 ETF Trust

ETFs
Q4 2020 Filed on Mar 05, 2021
49
$326.54 - $373.88 $16K - $18.3K
SNY
Sanofi

Healthcare
Q4 2020 Filed on Mar 05, 2021
2,250
$45.3 - $51.62 $102K - $116K
SLF
Sun Life Financial Inc

Financial Services
Q4 2020 Filed on Mar 05, 2021
550
$38.96 - $45.81 $21.4K - $25.2K
QRTEA
Qurate Retail, Inc.

Consumer Cyclical
Q4 2020 Filed on Mar 05, 2021
5,162
$6.74 - $11.59 $34.8K - $59.8K
MRO
Marathon Oil Corp

Energy
Q4 2020 Filed on Mar 05, 2021
6,800
$3.85 - $7.3 $26.2K - $49.6K
Unilever N V N Y Shs New
Q4 2020 Filed on Mar 05, 2021
1,000
N/A
TT
Trane Technologies PLC

Industrials
Q4 2020 Filed on Mar 05, 2021
955
$121.95 - $152.44 $116K - $146K
SIVR
Abrdn Silver ETF Trust

ETFs
Q4 2020 Filed on Mar 05, 2021
2,100
$21.88 - $25.74 $45.9K - $54.1K
IQV
Iqvia Holdings Inc.

Healthcare
Q4 2020 Filed on Mar 05, 2021
200
$153.99 - $180.39 $30.8K - $36.1K
FTNT
Fortinet, Inc.

Technology
Q4 2020 Filed on Mar 05, 2021
110
$22.07 - $30.43 $2.43K - $3.35K
XLP
Consumer Staples Sector Spdr

ETFs
Q4 2020 Filed on Mar 05, 2021
201
N/A
SCHX
Schwab Strategic Tr Us Large C

ETFs
Q4 2020 Filed on Mar 05, 2021
275
$39.35 - $45.48 $10.8K - $12.5K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
Q4 2020 Filed on Mar 05, 2021
400
$30.32 - $36.26 $12.1K - $14.5K
IWF
Ishares Russell 1000 Gr ETF

ETFs
Q4 2020 Filed on Mar 05, 2021
90
$209.58 - $241.25 $18.9K - $21.7K
SE
Sea LTD

Consumer Cyclical
Q4 2020 Filed on Mar 05, 2021
74
$155.36 - $205.87 $11.5K - $15.2K
IGR
Cbre Global Real Estate Income Fund

Financial Services
Q4 2020 Filed on Mar 05, 2021
1,500
$5.57 - $6.88 $8.36K - $10.3K
INFY
Infosys LTD

Technology
Q4 2020 Filed on Mar 05, 2021
5,950
$13.67 - $16.95 $81.3K - $101K
XLV
Select Sector Spdr Fund Health

ETFs
Q4 2020 Filed on Mar 05, 2021
110
$101.66 - $113.44 $11.2K - $12.5K
BP
Bp PLC

Energy
Q4 2020 Filed on Mar 05, 2021
5,291
$14.9 - $22.41 $78.8K - $119K
XEL
Xcel Energy Inc

Utilities
Q4 2020 Filed on Mar 05, 2021
459
$64.31 - $74.71 $29.5K - $34.3K
IR
Ingersoll Rand Inc.

Industrials
Q4 2020 Filed on Mar 05, 2021
1,060
$34.94 - $46.03 $37K - $48.8K
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