Jeppson-Wealth-Management

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-24
Total Holdings
206
Total Value
273166875
Accession Number
0001831263-25-000002
Form Type
13F-HR
Manager Name
Jeppson-Wealth-Management
Data Enrichment
95% identified
195 identified11 unidentified

Holdings

206 positions • $273.2M total value
Manager:
Search and click to pin securities to the top
Page 2 of 11
CHEVRON CORP
Shares:15.0K
Value:$2.5M
% of Portfolio:0.9% ($2.5M/$273.2M)
JOHNSON & JOHNSON
Shares:15.0K
Value:$2.5M
% of Portfolio:0.9% ($2.5M/$273.2M)
PROCTER & GAMBLE Co
Shares:14.5K
Value:$2.5M
% of Portfolio:0.9% ($2.5M/$273.2M)
QUALCOMM INC/DE
Shares:15.9K
Value:$2.4M
% of Portfolio:0.9% ($2.4M/$273.2M)
SHOPIFY INC.
Shares:25.1K
Value:$2.4M
% of Portfolio:0.9% ($2.4M/$273.2M)
Meta Platforms, Inc.
Shares:3.9K
Value:$2.3M
% of Portfolio:0.8% ($2.3M/$273.2M)
BANK OF AMERICA CORP /DE/
Shares:53.2K
Value:$2.2M
% of Portfolio:0.8% ($2.2M/$273.2M)
Broadcom Inc.
Shares:13.2K
Value:$2.2M
% of Portfolio:0.8% ($2.2M/$273.2M)
GILEAD SCIENCES, INC.
Shares:19.6K
Value:$2.2M
% of Portfolio:0.8% ($2.2M/$273.2M)
OCCIDENTAL PETROLEUM CORP /DE/
Shares:43.7K
Value:$2.2M
% of Portfolio:0.8% ($2.2M/$273.2M)
SPDR GOLD TRUST
Shares:7.5K
Value:$2.2M
% of Portfolio:0.8% ($2.2M/$273.2M)
Wheaton Precious Metals Corp.
Shares:27.7K
Value:$2.1M
% of Portfolio:0.8% ($2.1M/$273.2M)
AbbVie Inc.
Shares:9.9K
Value:$2.1M
% of Portfolio:0.8% ($2.1M/$273.2M)
Merck & Co., Inc.
Shares:23.1K
Value:$2.1M
% of Portfolio:0.8% ($2.1M/$273.2M)
Palo Alto Networks Inc
Shares:11.8K
Value:$2.0M
% of Portfolio:0.7% ($2.0M/$273.2M)
OMEGA HEALTHCARE INVESTORS INC
Shares:52.0K
Value:$2.0M
% of Portfolio:0.7% ($2.0M/$273.2M)
Duke Energy CORP
Shares:16.2K
Value:$2.0M
% of Portfolio:0.7% ($2.0M/$273.2M)
FREEPORT-MCMORAN INC
Shares:49.8K
Value:$1.9M
% of Portfolio:0.7% ($1.9M/$273.2M)
RIO TINTO PLC
Shares:30.5K
Value:$1.8M
% of Portfolio:0.7% ($1.8M/$273.2M)
ABBOTT LABORATORIES
Shares:13.7K
Value:$1.8M
% of Portfolio:0.7% ($1.8M/$273.2M)