Jeppson Wealth Management, LLC Portfolio Holdings
Jeppson Wealth Management, LLC
- $279 Million
- Q3 2024
Jeppson Wealth Management, LLC has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $279 Million distributed in 205 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $23.3M, Ishares Barclays 0 5 Year Tips with a value of $18.7M, Lockheed Martin Corp with a value of $12.6M, Nvidia Corp with a value of $10.5M, and Vanguard Sht Trm Inflt Prot Fd with a value of $8.25M.
Examining the 13F form we can see an increase of $16.9M in the current position value, from $262M to 279M.
Below you can find more details about Jeppson Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$279 Million
Technology: $63 Million
ETFs: $42.8 Million
Industrials: $24.5 Million
Communication Services: $22 Million
Healthcare: $21.7 Million
Consumer Defensive: $17.9 Million
Energy: $17.2 Million
Financial Services: $16.6 Million
Other: $53.2 Million