|
Entity | Shares/Amount Change | Position Value Change |
BXP |
+5,761 | +$376 | GBTC |
+4,839 | +$306 | KWEB |
+10,619 | +$279 | GE |
+1,478 | +$259 | VLO |
+1,520 | +$259 | DELL |
+2,022 | +$231 | GPC |
+1,375 | +$213 | BAX |
+4,956 | +$212 | EW |
+2,193 | +$210 | TSM |
+1,484 | +$202 |
Entity | Shares/Amount Change | Position Value Change |
NEM |
-8,716 | -$361 | JD |
-12,364 | -$357 | CC |
-8,749 | -$276 | LEG |
-8,514 | -$223 | BIDU |
-1,832 | -$218 | SIL |
-7,599 | -$216 | EXPE |
-1,389 | -$211 | LICY |
-18,400 | -$11 |
Entity | Shares/Amount Change | Position Value Change |
ABEV |
+38,075 | +$26 | WMT |
+19,646 | +$204 | CHPT |
+14,351 | +$19 | PFE |
+7,207 | +$176 | DIS |
+6,899 | +$2,173 | BHP |
+6,201 | +$87 | CDTX |
+6,200 | +$24 | D |
+5,717 | +$294 | KMI |
+3,152 | +$124 | GILD |
+1,677 | -$18 |
Size ($ in 1000's)
At 03/31/2024: $257,732 At 12/31/2023: $241,502
Jeppson Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Jeppson Wealth Management LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, we find all stocks held by Jeppson Wealth Management LLC to be as follows, presented in the
table below with each row detailing each Jeppson Wealth Management LLC position, ordered by largest to smallest position size.
The all-stocks-held-by-Jeppson Wealth Management LLC table shows the entity held in the first column (click any entity to explore other funds
holding positions), the share amount held, the share count change between the last two reporting periods, and finally the
position size for all stocks held by Jeppson Wealth Management LLC as of the latest filing.
Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
ISHARES 0 5 YEAR TIPS BOND ETF (STIP) |
190,733 |
-415 |
$18,965 | STIP | 190,733 | -415 | $18,965 | APPLE INC COM |
100,601 |
-744 |
$17,251 | AAPL | 100,601 | -744 | $17,251 | LOCKHEED MARTIN CORP COM |
21,924 |
+173 |
$9,973 | LMT | 21,924 | +173 | $9,973 | VANGUARD SHORT TERM INFLATION PROTECTED SECURITIES ETF (VTIP) |
166,196 |
-3,146 |
$7,959 | VTIP | 166,196 | -3,146 | $7,959 | NVIDIA CORPORATION COM |
8,720 |
-278 |
$7,879 | NVDA | 8,720 | -278 | $7,879 | EXXON MOBIL CORP COM |
55,322 |
-1,535 |
$6,431 | XOM | 55,322 | -1,535 | $6,431 | DISNEY WALT CO COM |
48,334 |
+6,899 |
$5,914 | DIS | 48,334 | +6,899 | $5,914 | MICROSOFT CORP COM |
13,908 |
-332 |
$5,851 | MSFT | 13,908 | -332 | $5,851 | AMAZON COM INC COM |
30,055 |
-368 |
$5,421 | AMZN | 30,055 | -368 | $5,421 | ELI LILLY & CO COM |
5,651 |
-629 |
$4,396 | LLY | 5,651 | -629 | $4,396 | AT&T INC COM |
202,563 |
-3,990 |
$3,565 | T | 202,563 | -3,990 | $3,565 | VERIZON COMMUNICATIONS INC COM |
84,850 |
-393 |
$3,560 | VZ | 84,850 | -393 | $3,560 | ORACLE CORP COM |
27,973 |
-400 |
$3,514 | ORCL | 27,973 | -400 | $3,514 | AMERICAN ELEC PWR CO INC COM |
37,976 |
+142 |
$3,270 | AEP | 37,976 | +142 | $3,270 | MERCK & CO INC COM |
23,855 |
-177 |
$3,148 | MRK | 23,855 | -177 | $3,148 | CISCO SYS INC COM |
59,948 |
-317 |
$2,992 | CSCO | 59,948 | -317 | $2,992 | ALPHABET INC CAP STK CL C |
19,525 |
-320 |
$2,973 | GOOG | 19,525 | -320 | $2,973 | OCCIDENTAL PETE CORP COM |
45,263 |
-1,149 |
$2,942 | OXY | 45,263 | -1,149 | $2,942 | JPMORGAN CHASE & CO COM |
14,337 |
-310 |
$2,872 | JPM | 14,337 | -310 | $2,872 | CHEVRON CORP NEW COM |
16,558 |
+70 |
$2,612 | CVX | 16,558 | +70 | $2,612 | QUALCOMM INC COM |
15,172 |
-143 |
$2,569 | QCOM | 15,172 | -143 | $2,569 | KRAFT HEINZ CO COM |
66,262 |
-1,133 |
$2,445 | KHC | 66,262 | -1,133 | $2,445 | PROCTER AND GAMBLE CO COM |
14,783 |
-150 |
$2,398 | PG | 14,783 | -150 | $2,398 | BANK AMERICA CORP COM |
54,319 |
-246 |
$2,060 | BAC | 54,319 | -246 | $2,060 | RTX CORPORATION COM |
20,960 |
-11 |
$2,044 | RTX | 20,960 | -11 | $2,044 | META PLATFORMS INC CL A |
4,125 |
-336 |
$2,003 | META | 4,125 | -336 | $2,003 | CONOCOPHILLIPS COM |
15,536 |
-135 |
$1,977 | COP | 15,536 | -135 | $1,977 | SHOPIFY INC CL A |
25,216 |
-30 |
$1,946 | SHOP | 25,216 | -30 | $1,946 | JOHNSON & JOHNSON COM |
12,077 |
-304 |
$1,911 | JNJ | 12,077 | -304 | $1,911 | FREEPORT MCMORAN INC CL B |
38,964 |
+723 |
$1,832 | FCX | 38,964 | +723 | $1,832 | BHP GROUP LTD SPONSORED ADS |
31,608 |
+6,201 |
$1,823 | BHP | 31,608 | +6,201 | $1,823 | DOW INC COM |
31,159 |
+6 |
$1,805 | DOW | 31,159 | +6 | $1,805 | ABBVIE INC COM |
9,821 |
-287 |
$1,788 | ABBV | 9,821 | -287 | $1,788 | WALMART INC COM |
29,679 |
+19,646 |
$1,786 | WMT | 29,679 | +19,646 | $1,786 | KINDER MORGAN INC DEL COM |
97,206 |
+3,152 |
$1,783 | KMI | 97,206 | +3,152 | $1,783 | PHILLIPS 66 COM |
10,417 |
-180 |
$1,702 | PSX | 10,417 | -180 | $1,702 | PALO ALTO NETWORKS INC COM |
5,959 |
+120 |
$1,693 | PANW | 5,959 | +120 | $1,693 | OMEGA HEALTHCARE INVS INC COM |
53,351 |
-406 |
$1,690 | OHI | 53,351 | -406 | $1,690 | BROADCOM INC COM |
1,266 |
-17 |
$1,678 | AVGO | 1,266 | -17 | $1,678 | DUKE ENERGY CORP NEW COM NEW |
16,900 |
+40 |
$1,634 | DUK | 16,900 | +40 | $1,634 | ABBOTT LABS COM |
14,005 |
-33 |
$1,592 | ABT | 14,005 | -33 | $1,592 | BRISTOL MYERS SQUIBB CO COM |
29,351 |
-135 |
$1,592 | BMY | 29,351 | -135 | $1,592 | WELLS FARGO CO NEW COM |
27,317 |
-400 |
$1,583 | WFC | 27,317 | -400 | $1,583 | SPDR S&P DIVIDEND ETF (SDY) |
12,045 |
-550 |
$1,581 | SDY | 12,045 | -550 | $1,581 | SIMON PPTY GROUP INC NEW COM |
9,981 |
-316 |
$1,562 | SPG | 9,981 | -316 | $1,562 | CARDINAL HEALTH INC COM |
13,676 |
-227 |
$1,530 | CAH | 13,676 | -227 | $1,530 | SEMPRA COM |
21,206 |
-634 |
$1,523 | SRE | 21,206 | -634 | $1,523 | SPDR GOLD SHARES (GLD) |
7,205 |
+950 |
$1,482 | GLD | 7,205 | +950 | $1,482 | GILEAD SCIENCES INC COM |
19,913 |
+1,677 |
$1,459 | GILD | 19,913 | +1,677 | $1,459 | SCHWAB CHARLES CORP COM |
19,737 |
-101 |
$1,428 | SCHW | 19,737 | -101 | $1,428 | VANGUARD GROWTH ETF (VUG) |
4,116 |
+5 |
$1,417 | VUG | 4,116 | +5 | $1,417 | ALPHABET INC CAP STK CL A |
9,303 |
-67 |
$1,404 | GOOGL | 9,303 | -67 | $1,404 | WHEATON PRECIOUS METALS CORP COM |
29,414 |
+339 |
$1,386 | WPM | 29,414 | +339 | $1,386 | CARLYLE GROUP INC COM |
27,742 |
-697 |
$1,301 | CG | 27,742 | -697 | $1,301 | PEPSICO INC COM |
7,420 |
-60 |
$1,299 | PEP | 7,420 | -60 | $1,299 | INTERNATIONAL BUSINESS MACHS COM |
6,698 |
-9 |
$1,279 | IBM | 6,698 | -9 | $1,279 | GENERAL MLS INC COM |
18,086 |
-100 |
$1,265 | GIS | 18,086 | -100 | $1,265 | UBER TECHNOLOGIES INC COM |
16,356 |
-616 |
$1,259 | UBER | 16,356 | -616 | $1,259 | VANGUARD SMALL CAP ETF (VB) |
5,407 |
-2 |
$1,236 | VB | 5,407 | -2 | $1,236 | VANGUARD TOTAL STOCK MARKET ETF (VTI) |
4,730 |
+15 |
$1,229 | VTI | 4,730 | +15 | $1,229 | SOUTHERN CO COM |
16,957 |
-8 |
$1,216 | SO | 16,957 | -8 | $1,216 | HOME DEPOT INC COM |
3,092 |
+27 |
$1,186 | HD | 3,092 | +27 | $1,186 | NORTHROP GRUMMAN CORP COM |
2,365 |
UNCH |
$1,132 | NOC | 2,365 | UNCH | $1,132 | KIMBERLY CLARK CORP COM |
8,326 |
-324 |
$1,077 | KMB | 8,326 | -324 | $1,077 | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF (NOBL) |
10,502 |
-320 |
$1,065 | NOBL | 10,502 | -320 | $1,065 | BOEING CO COM |
5,380 |
+626 |
$1,038 | BA | 5,380 | +626 | $1,038 | WP CAREY INC COM |
18,336 |
-2,464 |
$1,035 | WPC | 18,336 | -2,464 | $1,035 | INVESCO QQQ TRUST SERIES I |
2,325 |
+4 |
$1,032 | QQQ | 2,325 | +4 | $1,032 | NNN REIT INC COM |
24,043 |
+999 |
$1,028 | NNN | 24,043 | +999 | $1,028 | INTEL CORP COM |
22,645 |
-2 |
$1,000 | INTC | 22,645 | -2 | $1,000 | STAG INDL INC COM |
25,302 |
+133 |
$973 | STAG | 25,302 | +133 | $973 | BLACKSTONE INC COM |
7,078 |
-225 |
$930 | BX | 7,078 | -225 | $930 | MCDONALDS CORP COM |
3,272 |
-300 |
$923 | MCD | 3,272 | -300 | $923 | NATIONAL GRID PLC SPONSORED ADR NE |
13,474 |
+20 |
$919 | NGG | 13,474 | +20 | $919 | WELLTOWER INC COM |
9,628 |
-25 |
$900 | WELL | 9,628 | -25 | $900 | RIO TINTO PLC SPONSORED ADR |
13,993 |
-106 |
$892 | RIO | 13,993 | -106 | $892 | CAPITAL ONE FINL CORP COM |
5,949 |
-218 |
$886 | COF | 5,949 | -218 | $886 | BERKSHIRE HATHAWAY INC DEL CL A |
|
|
$862 | BRK.A | 1 | UNCH | $634 | BRK.B | 541 | -31 | $228 | UNITEDHEALTH GROUP INC COM |
1,738 |
-5 |
$860 | UNH | 1,738 | -5 | $860 | PFIZER INC COM |
30,635 |
+7,207 |
$850 | PFE | 30,635 | +7,207 | $850 | COMCAST CORP NEW CL A |
19,134 |
-331 |
$829 | CMCSA | 19,134 | -331 | $829 | ALLSTATE CORP COM |
4,787 |
-42 |
$828 | ALL | 4,787 | -42 | $828 | MERCADOLIBRE INC COM |
541 |
-1 |
$818 | MELI | 541 | -1 | $818 | KAYNE ANDERSON ENERGY INFRSTR COM |
76,765 |
-994 |
$768 | KYN | 76,765 | -994 | $768 | ADOBE INC COM |
1,456 |
-1 |
$735 | ADBE | 1,456 | -1 | $735 | FEDERAL RLTY INVT TR NEW SH BEN INT NEW |
7,073 |
+25 |
$722 | FRT | 7,073 | +25 | $722 | ALERIAN MLP ETF (AMLP) |
14,845 |
+25 |
$705 | AMLP | 14,845 | +25 | $705 | CONSOLIDATED EDISON INC COM |
7,716 |
UNCH |
$701 | ED | 7,716 | UNCH | $701 | UNION PAC CORP COM |
2,827 |
UNCH |
$695 | UNP | 2,827 | UNCH | $695 | AUTOMATIC DATA PROCESSING INC COM |
2,769 |
+5 |
$692 | ADP | 2,769 | +5 | $692 | AMGEN INC COM |
2,417 |
+6 |
$687 | AMGN | 2,417 | +6 | $687 | TESLA INC COM |
3,870 |
+866 |
$680 | TSLA | 3,870 | +866 | $680 | LYONDELLBASELL INDUSTRIES N V SHS A |
6,384 |
+25 |
$653 | LYB | 6,384 | +25 | $653 | NETFLIX INC COM |
1,076 |
-9 |
$653 | NFLX | 1,076 | -9 | $653 | ILLINOIS TOOL WKS INC COM |
2,400 |
UNCH |
$644 | ITW | 2,400 | UNCH | $644 | REALTY INCOME CORP COM |
11,791 |
-5 |
$638 | O | 11,791 | -5 | $638 | WASTE MGMT INC DEL COM |
2,977 |
-12 |
$635 | WM | 2,977 | -12 | $635 | CAMPBELL SOUP CO COM |
14,101 |
-230 |
$627 | CPB | 14,101 | -230 | $627 | AMBEV SA SPONSORED ADR |
251,000 |
+38,075 |
$622 | ABEV | 251,000 | +38,075 | $622 | UNILEVER PLC SPON ADR NEW |
12,313 |
+34 |
$618 | UL | 12,313 | +34 | $618 | NOVARTIS AG SPONSORED ADR |
6,313 |
-64 |
$611 | NVS | 6,313 | -64 | $611 | CATERPILLAR INC COM |
1,665 |
-25 |
$610 | CAT | 1,665 | -25 | $610 | EMERSON ELEC CO COM |
5,282 |
-50 |
$599 | EMR | 5,282 | -50 | $599 | STARBUCKS CORP COM |
6,391 |
+754 |
$584 | SBUX | 6,391 | +754 | $584 | DOVER CORP COM |
3,241 |
-10 |
$574 | DOV | 3,241 | -10 | $574 | COCA COLA CO COM |
9,372 |
-440 |
$573 | KO | 9,372 | -440 | $573 | TRAVELERS COMPANIES INC COM |
2,490 |
UNCH |
$573 | TRV | 2,490 | UNCH | $573 | DOMINION ENERGY INC COM |
11,449 |
+5,717 |
$563 | D | 11,449 | +5,717 | $563 | DARDEN RESTAURANTS INC COM |
3,280 |
-7 |
$548 | DRI | 3,280 | -7 | $548 | CLOROX CO DEL COM |
3,395 |
-55 |
$520 | CLX | 3,395 | -55 | $520 | VISA INC COM CL A |
1,854 |
-7 |
$517 | V | 1,854 | -7 | $517 | 3M CO COM |
4,788 |
-564 |
$508 | MMM | 4,788 | -564 | $508 | SCHWAB U.S. BROAD MARKET ETF (SCHB) |
8,254 |
+24 |
$504 | SCHB | 8,254 | +24 | $504 | BANK NEW YORK MELLON CORP COM |
8,618 |
-49 |
$497 | BK | 8,618 | -49 | $497 | SNOWFLAKE INC CL A |
3,058 |
+575 |
$494 | SNOW | 3,058 | +575 | $494 | WILLIAMS SONOMA INC COM |
1,535 |
-28 |
$487 | WSM | 1,535 | -28 | $487 | PAYCHEX INC COM |
3,944 |
-8 |
$484 | PAYX | 3,944 | -8 | $484 | SALESFORCE INC COM |
1,604 |
-10 |
$483 | CRM | 1,604 | -10 | $483 | NEXTERA ENERGY INC COM |
7,540 |
-279 |
$482 | NEE | 7,540 | -279 | $482 | AIR PRODS & CHEMS INC COM |
1,958 |
+219 |
$474 | APD | 1,958 | +219 | $474 | CORNING INC COM |
14,322 |
-53 |
$472 | GLW | 14,322 | -53 | $472 | ROYAL CARIBBEAN GROUP COM |
3,386 |
-41 |
$471 | RCL | 3,386 | -41 | $471 | ISHARES TIPS BOND ETF (TIP) |
4,285 |
-5 |
$460 | TIP | 4,285 | -5 | $460 | CHIPOTLE MEXICAN GRILL INC COM |
151 |
UNCH |
$439 | CMG | 151 | UNCH | $439 | SCHWAB U.S. SMALL CAP ETF (SCHA) |
8,760 |
-75 |
$431 | SCHA | 8,760 | -75 | $431 | STARWOOD PPTY TR INC COM |
20,980 |
-80 |
$427 | STWD | 20,980 | -80 | $427 | PROSHARES BITCOIN STRATEGY ETF (BITO) |
13,199 |
UNCH |
$426 | BITO | 13,199 | UNCH | $426 | EVERGY INC COM |
7,870 |
-238 |
$420 | EVRG | 7,870 | -238 | $420 | NUCOR CORP COM |
2,115 |
-63 |
$419 | NUE | 2,115 | -63 | $419 | KELLANOVA COM |
7,196 |
-60 |
$412 | K | 7,196 | -60 | $412 | UNITED PARCEL SERVICE INC CL B |
2,761 |
-229 |
$410 | UPS | 2,761 | -229 | $410 | HONEYWELL INTL INC COM |
1,977 |
+10 |
$406 | HON | 1,977 | +10 | $406 | ING GROEP N.V. SPONSORED ADR |
24,619 |
UNCH |
$406 | ING | 24,619 | UNCH | $406 | SABRA HEALTH CARE REIT INC COM |
27,450 |
+43 |
$405 | SBRA | 27,450 | +43 | $405 | VANGUARD DIVIDEND APPRECIATION ETF (VIG) |
2,202 |
-65 |
$402 | VIG | 2,202 | -65 | $402 | NORTHWESTERN ENERGY GROUP INC COM NEW |
7,874 |
-480 |
$401 | NWE | 7,874 | -480 | $401 | VORNADO RLTY TR SH BEN INT |
13,945 |
+11 |
$401 | VNO | 13,945 | +11 | $401 | ALIBABA GROUP HLDG LTD SPONSORED ADS |
5,489 |
+1,519 |
$397 | BABA | 5,489 | +1,519 | $397 | MEDTRONIC PLC SHS |
4,533 |
+150 |
$395 | MDT | 4,533 | +150 | $395 | TYSON FOODS INC CL A |
6,690 |
UNCH |
$393 | TSN | 6,690 | UNCH | $393 | COINBASE GLOBAL INC COM CL A |
1,454 |
-100 |
$385 | COIN | 1,454 | -100 | $385 | BOSTON PROPERTIES INC COM |
5,761 |
+5,761 |
$376 | BXP | 5,761 | +5,761 | $376 | ENTERPRISE PRODS PARTNERS L P COM |
12,901 |
+50 |
$376 | EPD | 12,901 | +50 | $376 | CITIGROUP INC COM NEW |
5,839 |
-69 |
$369 | C | 5,839 | -69 | $369 | MONDELEZ INTL INC CL A |
5,254 |
UNCH |
$368 | MDLZ | 5,254 | UNCH | $368 | CONAGRA BRANDS INC COM |
12,145 |
+33 |
$360 | CAG | 12,145 | +33 | $360 | PARAMOUNT GLOBAL CLASS B COM |
30,133 |
-398 |
$355 | PARA | 30,133 | -398 | $355 | KIMCO RLTY CORP COM |
17,811 |
-166 |
$349 | KIM | 17,811 | -166 | $349 | COSTCO WHSL CORP NEW COM |
472 |
-35 |
$346 | COST | 472 | -35 | $346 | CHEESECAKE FACTORY INC COM |
9,530 |
-442 |
$344 | CAKE | 9,530 | -442 | $344 | VANGUARD SMALL CAP GROWTH ETF (VBK) |
1,320 |
+2 |
$344 | VBK | 1,320 | +2 | $344 | ARCHER DANIELS MIDLAND CO COM |
5,435 |
+697 |
$341 | ADM | 5,435 | +697 | $341 | VANGUARD FTSE EMERGING MARKETS ETF (VWO) |
7,762 |
-1,374 |
$324 | VWO | 7,762 | -1,374 | $324 | AMERICAN TOWER CORP NEW COM |
1,635 |
-15 |
$323 | AMT | 1,635 | -15 | $323 | COLGATE PALMOLIVE CO COM |
3,524 |
UNCH |
$317 | CL | 3,524 | UNCH | $317 | LAS VEGAS SANDS CORP COM |
6,010 |
+25 |
$311 | LVS | 6,010 | +25 | $311 | GRAYSCALE BITCOIN TRUST |
4,839 |
+4,839 |
$306 | GBTC | 4,839 | +4,839 | $306 | VANGUARD FTSE ALL WORLD EX US SMALL CAP ETF (VSS) |
2,503 |
UNCH |
$292 | VSS | 2,503 | UNCH | $292 | DUPONT DE NEMOURS INC COM |
3,785 |
+25 |
$290 | DD | 3,785 | +25 | $290 | ISHARES MSCI EMERGING MARKETS ETF (EEM) |
6,966 |
+75 |
$286 | EEM | 6,966 | +75 | $286 | US BANCORP DEL COM NEW |
6,302 |
-191 |
$282 | USB | 6,302 | -191 | $282 | KRANESHARES CSI CHINA INTERNET ETF (KWEB) |
10,619 |
+10,619 |
$279 | KWEB | 10,619 | +10,619 | $279 | DIAGEO PLC SPON ADR NEW |
1,856 |
-130 |
$276 | DEO | 1,856 | -130 | $276 | SCHLUMBERGER LTD COM STK |
4,935 |
UNCH |
$270 | SLB | 4,935 | UNCH | $270 | SOUTHERN COPPER CORP COM |
2,529 |
UNCH |
$269 | SCCO | 2,529 | UNCH | $269 | CROWN CASTLE INC COM |
2,530 |
+100 |
$268 | CCI | 2,530 | +100 | $268 | INTUIT COM |
413 |
-5 |
$268 | INTU | 413 | -5 | $268 | GENERAL DYNAMICS CORP COM |
925 |
UNCH |
$261 | GD | 925 | UNCH | $261 | TARGET CORP COM |
1,473 |
-11 |
$261 | TGT | 1,473 | -11 | $261 | GE AEROSPACE COM NEW |
1,478 |
+1,478 |
$259 | GE | 1,478 | +1,478 | $259 | VALERO ENERGY CORP COM |
1,520 |
+1,520 |
$259 | VLO | 1,520 | +1,520 | $259 | BERRY GLOBAL GROUP INC COM |
4,190 |
UNCH |
$253 | BERY | 4,190 | UNCH | $253 | CORTEVA INC COM |
4,250 |
-50 |
$245 | CTVA | 4,250 | -50 | $245 | PORTLAND GEN ELEC CO COM NEW |
5,831 |
UNCH |
$245 | POR | 5,831 | UNCH | $245 | VANGUARD INFORMATION TECHNOLOGY ETF (VGT) |
467 |
-4 |
$245 | VGT | 467 | -4 | $245 | BECTON DICKINSON & CO COM |
985 |
-10 |
$244 | BDX | 985 | -10 | $244 | MODERNA INC COM |
2,275 |
-21 |
$242 | MRNA | 2,275 | -21 | $242 | NUTRIEN LTD COM |
4,336 |
+49 |
$235 | NTR | 4,336 | +49 | $235 | DELL TECHNOLOGIES INC CL C |
2,022 |
+2,022 |
$231 | DELL | 2,022 | +2,022 | $231 | BRIXMOR PPTY GROUP INC COM |
9,825 |
-200 |
$230 | BRX | 9,825 | -200 | $230 | NORFOLK SOUTHN CORP COM |
900 |
UNCH |
$229 | NSC | 900 | UNCH | $229 | VANGUARD SMALL CAP VALUE ETF (VBR) |
1,173 |
-25 |
$225 | VBR | 1,173 | -25 | $225 | VANGUARD HIGH DIVIDEND YIELD INDEX ETF (VYM) |
1,838 |
-30 |
$222 | VYM | 1,838 | -30 | $222 | VANECK GOLD MINERS ETF (GDX) |
6,975 |
-350 |
$221 | GDX | 6,975 | -350 | $221 | PPG INDS INC COM |
1,513 |
UNCH |
$219 | PPG | 1,513 | UNCH | $219 | NIKE INC CL B |
2,290 |
UNCH |
$215 | NKE | 2,290 | UNCH | $215 | CVS HEALTH CORP COM |
2,675 |
UNCH |
$213 | CVS | 2,675 | UNCH | $213 | GENUINE PARTS CO COM |
1,375 |
+1,375 |
$213 | GPC | 1,375 | +1,375 | $213 | BAXTER INTL INC COM |
4,956 |
+4,956 |
$212 | BAX | 4,956 | +4,956 | $212 | TEXAS INSTRS INC COM |
1,217 |
UNCH |
$212 | TXN | 1,217 | UNCH | $212 | EDWARDS LIFESCIENCES CORP COM |
2,193 |
+2,193 |
$210 | EW | 2,193 | +2,193 | $210 | ISHARES S&P SMALL CAP 600 VALUE ETF (IJS) |
2,000 |
UNCH |
$206 | IJS | 2,000 | UNCH | $206 | TAKE TWO INTERACTIVE SOFTWARE COM |
1,385 |
UNCH |
$206 | TTWO | 1,385 | UNCH | $206 | ALTRIA GROUP INC COM |
4,710 |
-940 |
$205 | MO | 4,710 | -940 | $205 | AMERICAN WTR WKS CO INC NEW COM |
1,660 |
UNCH |
$203 | AWK | 1,660 | UNCH | $203 | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS |
1,484 |
+1,484 |
$202 | TSM | 1,484 | +1,484 | $202 | MARVELL TECHNOLOGY INC COM |
2,830 |
+2,830 |
$201 | MRVL | 2,830 | +2,830 | $201 | BARRICK GOLD CORP COM |
11,824 |
-2,941 |
$197 | GOLD | 11,824 | -2,941 | $197 | V F CORP COM |
10,655 |
-7,746 |
$163 | VFC | 10,655 | -7,746 | $163 | CIDARA THERAPEUTICS INC COM |
148,650 |
+6,200 |
$137 | CDTX | 148,650 | +6,200 | $137 | DNP SELECT INCOME FD INC COM |
11,998 |
UNCH |
$109 | DNP | 11,998 | UNCH | $109 | PROSHARES TR ULTRASHORT QQQ (QID) |
10,000 |
+10,000 |
$90 | QID | 10,000 | +10,000 | $90 | JETBLUE AWYS CORP COM |
11,800 |
+50 |
$88 | JBLU | 11,800 | +50 | $88 | CHARGEPOINT HOLDINGS INC COM CL A |
31,266 |
+14,351 |
$59 | CHPT | 31,266 | +14,351 | $59 | TELEFONICA S A SPONSORED ADR |
10,338 |
+10,338 |
$46 | TEF | 10,338 | +10,338 | $46 | PLANET LABS PBC COM CL A |
12,850 |
-4,950 |
$33 | PL | 12,850 | -4,950 | $33 | SCHWAB CHARLES FAMILY FD AMT TAX FREE MNY |
17,997 |
-2,105 |
$18 | Money Market Fund | 17,997 | -2,105 | $18 | BAIDU INC SPON ADR REP A |
|
|
$0 (exited) | BIDU | 0 | -1,832 | $0 | CHEMOURS CO COM |
|
|
$0 (exited) | CC | 0 | -8,749 | $0 | EXPEDIA GROUP INC COM NEW |
|
|
$0 (exited) | EXPE | 0 | -1,389 | $0 | JD.COM INC SPON ADR CL A |
|
|
$0 (exited) | JD | 0 | -12,364 | $0 | LEGGETT & PLATT INC COM |
|
|
$0 (exited) | LEG | 0 | -8,514 | $0 | LI CYCLE HOLDINGS CORP COMMON SHARES |
|
|
$0 (exited) | LICY | 0 | -18,400 | $0 | NEWMONT CORP COM |
|
|
$0 (exited) | NEM | 0 | -8,716 | $0 | GLOBAL X SILVER MINERS ETF |
0 |
-7,599 |
$0 (exited) | SIL | 0 | -7,599 | $0 |
See Summary: Jeppson Wealth Management LLC Top Holdings
See Details: Top 10 Stocks Held By Jeppson Wealth Management LLC
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