Jeppson Wealth Management, LLC Closed Holding Positions

Jeppson Wealth Management, LLC

  • $289 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
BKNG
Booking Holdings Inc.

Consumer Cyclical
Q4 2020 Filed on Mar 05, 2021
22
$1604.13 - $2227.27 $35.3K - $49K
PAA
Plains All American Pipeline LP

Energy
Q4 2020 Filed on Mar 05, 2021
200
$5.76 - $9.68 $1.15K - $1.94K
KNDI
Kandi Technologies Group, Inc.

Consumer Cyclical
Q4 2020 Filed on Mar 05, 2021
600
$6.02 - $14.93 $3.61K - $8.96K
IAA
Iaa, Inc.

Industrials
Q4 2020 Filed on Mar 05, 2021
260
$52.35 - $65.2 $13.6K - $17K
CHWY
Chewy, Inc.

Consumer Cyclical
Q4 2020 Filed on Mar 05, 2021
10
$56.16 - $107.49 $562 - $1.07K
GM
General Motors CO

Consumer Cyclical
Q4 2020 Filed on Mar 05, 2021
900
$30.38 - $46.46 $27.3K - $41.8K
WU
Western Union CO

Financial Services
Q4 2020 Filed on Mar 05, 2021
327
$19.44 - $23.08 $6.36K - $7.55K
ILMN
Illumina, Inc.

Healthcare
Q4 2020 Filed on Mar 05, 2021
15
$292.7 - $370.96 $4.39K - $5.56K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
Q4 2020 Filed on Mar 05, 2021
10
$343.51 - $421.75 $3.44K - $4.22K
COMM
Comm Scope Holding Company, Inc.

Technology
Q4 2020 Filed on Mar 05, 2021
3,970
$8.5 - $13.4 $33.7K - $53.2K
KRG
Kite Realty Group Trust

Real Estate
Q4 2020 Filed on Mar 05, 2021
600
$10.23 - $15.66 $6.14K - $9.4K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
Q4 2020 Filed on Mar 05, 2021
1,500
$21.5 - $22.28 $32.3K - $33.4K
OTEX
Open Text Corp

Technology
Q4 2020 Filed on Mar 05, 2021
100
$36.4 - $46.02 $3.64K - $4.6K
DLR
Digital Realty Trust, Inc.

Real Estate
Q4 2020 Filed on Mar 05, 2021
503
$128.09 - $159.06 $64.4K - $80K
Vereit Inc Com
Q4 2020 Filed on Mar 05, 2021
78,960
N/A
PBRA
Petroleo Bras Ads (Ea Reptg 2
Q4 2020 Filed on Mar 05, 2021
7,507
N/A
Alexion Pharmaceuticals Inc Com
Q4 2020 Filed on Mar 05, 2021
302
N/A
MPC
Marathon Petroleum Corp

Energy
Q4 2020 Filed on Mar 05, 2021
1,080
$27.5 - $43.83 $29.7K - $47.3K
Proshares Ultrapro Short Russell2000
Q4 2020 Filed on Mar 05, 2021
15,298
N/A
ES
Eversource Energy

Utilities
Q4 2020 Filed on Mar 05, 2021
100
$82.92 - $94.43 $8.29K - $9.44K
GERM
ETF Managers Tr Etfmg Treatmen

Technology
Q4 2020 Filed on Mar 05, 2021
200
$27.1 - $34.8 $5.42K - $6.96K
SONY
Sony Group Corp

Technology
Q4 2020 Filed on Mar 05, 2021
575
$72.67 - $101.1 $41.8K - $58.1K
GDV
Gabelli Dividend & Income Trust

Financial Services
Q4 2020 Filed on Mar 05, 2021
800
$17.61 - $21.67 $14.1K - $17.3K
NKLA
Nikola Corp

Industrials
Q4 2020 Filed on Mar 05, 2021
200
$13.75 - $34.5 $2.75K - $6.9K
Teligent Inc New Com New
Q4 2020 Filed on Mar 05, 2021
300
N/A
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
Q4 2020 Filed on Mar 05, 2021
100
$75.31 - $90.04 $7.53K - $9K
Core Mark Holding CO Inc Com
Q4 2020 Filed on Mar 05, 2021
1,900
N/A
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
Q4 2020 Filed on Mar 05, 2021
50
$52.03 - $56.23 $2.6K - $2.81K
CARR
Carrier Global Corp

Industrials
Q4 2020 Filed on Mar 05, 2021
200
$30.77 - $40.5 $6.15K - $8.1K
SH
Proshares Short S&P500 New (De

ETFs
Q4 2020 Filed on Mar 05, 2021
3,750
$17.97 - $20.76 $67.4K - $77.9K
UAL
United Airlines Holdings, Inc.

Industrials
Q4 2020 Filed on Mar 05, 2021
340
$32.6 - $49.91 $11.1K - $17K
KKR
Kkr & Co. Inc.

Financial Services
Q4 2020 Filed on Mar 05, 2021
450
$34.15 - $40.49 $15.4K - $18.2K
NIO
Nio Inc.

Consumer Cyclical
Q4 2020 Filed on Mar 05, 2021
1,000
$20.67 - $55.38 $20.7K - $55.4K
MAS
Masco Corp

Industrials
Q4 2020 Filed on Mar 05, 2021
190
$51.59 - $58.07 $9.8K - $11K
DTE
Dte Energy CO

Utilities
Q4 2020 Filed on Mar 05, 2021
400
$96.54 - $115.06 $38.6K - $46K
LEN
Lennar Corp

Consumer Cyclical
Q4 2020 Filed on Mar 05, 2021
101
$70.23 - $84.68 $7.09K - $8.55K
EAF
Graftech International LTD

Industrials
Q4 2020 Filed on Mar 05, 2021
3,050
$6.22 - $10.66 $19K - $32.5K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
Q4 2020 Filed on Mar 05, 2021
258
$13.25 - $16.95 $3.42K - $4.37K
SPOT
Spotify Technology S.A.

Communication Services
Q4 2020 Filed on Mar 05, 2021
70
$231.6 - $343.3 $16.2K - $24K
IRWD
Ironwood Pharmaceuticals Inc

Healthcare
Q4 2020 Filed on Mar 05, 2021
1,450
$9.05 - $12.2 $13.1K - $17.7K
Gci Liberty Inc Com Class A
Q4 2020 Filed on Mar 05, 2021
738
N/A
PCG
Pg&E Corp

Utilities
Q4 2020 Filed on Mar 05, 2021
3,500
$9.56 - $12.82 $33.5K - $44.9K
SLGL
Sol Gel Technologies Ltd.

Healthcare
Q4 2020 Filed on Mar 05, 2021
4,925
$7.11 - $9.99 $35K - $49.2K
WY
Weyerhaeuser CO

Real Estate
Q4 2020 Filed on Mar 05, 2021
1,135
$27.29 - $34.46 $31K - $39.1K
PALL
Abrdn Palladium ETF Trust

ETFs
Q4 2020 Filed on Mar 05, 2021
50
$206.99 - $233.3 $10.3K - $11.7K
MSM
Msc Industrial Direct CO Inc

Industrials
Q4 2020 Filed on Mar 05, 2021
50
$62.25 - $87.33 $3.11K - $4.37K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
Q4 2020 Filed on Mar 05, 2021
1,200
$39.32 - $41.26 $47.2K - $49.5K
RYU
Invesco S&P 500 Equal Weight U

ETFs
Q4 2020 Filed on Mar 05, 2021
100
$94.97 - $106.46 $9.5K - $10.6K
SCHG
Schwab Strategic Tr Us Large C

ETFs
Q4 2020 Filed on Mar 05, 2021
401
$55.95 - $64.38 $22.4K - $25.8K
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