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CIK: 0001831263
Total reported value
$339.4M
$339.4M
205 檔
20.2%
During the Q2 2024 filing period, Jeppson Wealth Management, LLC (CIK: 0001831263) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $339.4M across 205 reported positions.
During Q2 2024, Jeppson Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 205 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.06% | +0.44% | -0.31% | |
| 2 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 7.02% | -0.44% | -3.08% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.07% | +0.25% | +890.68% | |
| 4 | LMT | Lockheed Martin CORP | Stock-Industrials | 3.91% | -0.83% | +0.10% | |
| 5 | VTIP | Vanguard Short-term Tips | ETF-Other | 3.08% | -0.18% | -0.02% | |
| 6 | XOM | Exxon Mobil CORP | Stock-Energy | 2.40% | -2.65% | EXIT | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.40% | -0.09% | +1.19% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.22% | +0.08% | +0.04% | |
| 9 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.88% | +0.17% | -3.79% | |
| 10 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.83% | -0.08% | -0.03% | |
| 11 | ORCL | Oracle CORP | Stock-Tech | 1.50% | -0.10% | -0.35% | |
| 12 | T | At&t Inc | Stock-Comm Services | 1.45% | -0.57% | -1.52% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.34% | +0.20% | -1.93% | |
| 14 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.34% | -0.30% | +0.16% | |
| 15 | AEP | American Electric Power | Stock-Utilities | 1.25% | -0.03% | -1.53% | |
| 16 | QCOM | Qualcomm Inc | Stock-Tech | 1.18% | +0.24% | +2.10% | |
| 17 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.12% | — | -0.36% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.11% | +0.05% | -0.06% | |
| 19 | CSCO | Cisco Systems Inc | Stock-Tech | 1.08% | +0.56% | -0.27% | |
| 20 | OXY | Occidental Petroleum CORP | Stock-Energy | 1.08% | -0.24% | -1.09% | |
| 21 | CVX | Chevron CORP | Stock-Energy | 0.98% | -0.22% | -1.25% | |
| 22 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.94% | -0.06% | +0.98% | |
| 23 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 0.82% | +0.02% | +1.14% | |
| 24 | BAC | Bank Of America CORP | Stock-Financials | 0.82% | +0.04% | -0.47% | |
| 25 | RTX | Rtx CORP | Stock-Industrials | 0.79% | -0.14% | -1.35% | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.79% | -0.06% | +16.60% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.79% | -0.05% | -1.04% | |
| 28 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.78% | +0.59% | +1.36% | |
| 29 | AVGO | Broadcom Inc | Stock-Tech | 0.77% | +0.18% | -0.16% | |
| 30 | WMT | Walmart Inc | Stock-Consumer Staples | 0.77% | -0.16% | — | |
| 31 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.73% | -0.11% | -0.30% | |
| 32 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.72% | +0.01% | -0.98% | |
| 33 | BHP | Bhp Group Ltd-spon Adr | Stock-Materials | 0.71% | +0.01% | +2.64% | |
| 34 | OHI | Omega Healthcare Investors | Stock-Real Estate | 0.70% | +0.02% | -0.25% | |
| 35 | COP | Conocophillips | Stock-Energy | 0.67% | -0.22% | -0.84% | |
| 36 | ABBV | Abbvie Inc | Stock-Healthcare | 0.65% | +0.05% | +0.91% | |
| 37 | DUK | Duke Energy CORP | Stock-Utilities | 0.65% | -0.06% | -0.14% | |
| 38 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.64% | -0.08% | +1.12% | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.64% | +0.10% | -1.26% | |
| 40 | DOW | Dow Inc | Stock-Materials | 0.63% | -0.10% | -0.22% | |
| 41 | SRE | Sempra | Stock-Utilities | 0.61% | -0.08% | -0.87% | |
| 42 | WFC | Wells Fargo & Co | Stock-Financials | 0.60% | -0.01% | -2.47% | |
| 43 | GLD | Spdr Gold Shares | ETF-Commodities | 0.58% | -0.20% | -1.39% | |
| 44 | WPM | Wheaton Precious Metals CORP | Stock-Materials | 0.58% | -0.22% | -1.34% | |
| 45 | VUG | Vanguard Growth ETF | ETF-Other | 0.58% | +0.04% | -1.58% | |
| 46 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.58% | +0.08% | -0.46% | |
| 47 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.56% | -0.06% | -4.28% | |
| 48 | PSX | Phillips 66 | Stock-Energy | 0.56% | -0.08% | -0.48% | |
| 49 | ABT | Abbott Laboratories | Stock-Healthcare | 0.55% | -0.04% | -1.16% | |
| 50 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.54% | -0.04% | -2.00% |
According to official SEC Form 13F filings, Jeppson Wealth Management, LLC reported a total U.S. public equity portfolio value of $339.4M across 205 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, STIP, NVDA) accounted for 20.2% of total reported equity market value during Q2 2024.
During Q2 2024, Jeppson Wealth Management, LLC's top holdings by market value included AAPL (8.1%)、STIP (7.0%)、NVDA (4.1%). The largest single position, AAPL, represented 8.1% of total portfolio value.
In Q2 2024, Jeppson Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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