Jeppson Wealth Management, LLC Portfolio Holdings
Jeppson Wealth Management, LLC
- $273 Million
- Q1 2025
Jeppson Wealth Management, LLC has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $273 Million distributed in 206 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $21.9M, Ishares Barclays 0 5 Year Tips with a value of $19M, Lockheed Martin Corp with a value of $9.88M, Nvidia Corp with a value of $9.36M, and Vanguard Sht Trm Inflt Prot Fd with a value of $8.6M.
Examining the 13F form we can see an decrease of $2.51M in the current position value, from $276M to 273M.
Below you can find more details about Jeppson Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$273 Million
Technology: $60 Million
ETFs: $42.8 Million
Communication Services: $23.3 Million
Industrials: $22 Million
Healthcare: $21.2 Million
Energy: $18.3 Million
Financial Services: $18.1 Million
Consumer Defensive: $16.2 Million
Other: $51 Million