Jeppson Wealth Management, LLC Portfolio Holdings
Jeppson Wealth Management, LLC
- $258 Million
- Q1 2024
Jeppson Wealth Management, LLC has filed its 13F form on April 17, 2024 for Q1 2024 where it was disclosed a total value porftolio of $258 Million distributed in 208 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Barclays 0 5 Year Tips with a value of $19M, Apple Inc. with a value of $17.3M, Lockheed Martin Corp with a value of $9.97M, Vanguard Sht Trm Inflt Prot Fd with a value of $7.96M, and Nvidia Corp with a value of $7.88M.
Examining the 13F form we can see an increase of $16.1M in the current position value, from $241M to 258M.
Below you can find more details about Jeppson Wealth Management, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 208
- Current Value $258 Million
- Prior Value $241 Million
- Filing
- Period Q1 2024
- Filing Date April 17, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 13 stocks
- Additional Purchases 53 stocks
- Sold out of 0 stocks
- Reduced holdings in 115 stocks