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CIK: 0001831263
Total reported value
$339.4M
$339.4M
199 檔
21.7%
As reported in its official Q4 2024 Form 13F filing, Jeppson Wealth Management, LLC's tracked investment portfolio stood at $339.4M with 199 total positions.
During Q4 2024, Jeppson Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 9.02% | +0.44% | -0.59% | |
| 2 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 6.72% | -0.44% | -0.10% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.18% | +0.25% | -0.98% | |
| 4 | LMT | Lockheed Martin CORP | Stock-Industrials | 3.81% | -0.83% | +0.48% | |
| 5 | VTIP | Vanguard Short-term Tips | ETF-Other | 2.95% | -0.18% | +0.61% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.35% | +0.08% | -1.19% | |
| 7 | XOM | Exxon Mobil CORP | Stock-Energy | 2.14% | -2.65% | EXIT | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.13% | -0.09% | +0.03% | |
| 9 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.95% | -0.08% | -0.82% | |
| 10 | ORCL | Oracle CORP | Stock-Tech | 1.67% | -0.10% | -0.60% | |
| 11 | T | At&t Inc | Stock-Comm Services | 1.63% | -0.57% | -0.14% | |
| 12 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.47% | +0.17% | -1.87% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.30% | +0.20% | -1.35% | |
| 14 | CSCO | Cisco Systems Inc | Stock-Tech | 1.27% | +0.56% | -1.06% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.24% | +0.05% | -0.13% | |
| 16 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.23% | -0.30% | +0.40% | |
| 17 | AEP | American Electric Power | Stock-Utilities | 1.22% | -0.03% | -2.11% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 1.06% | +0.18% | -1.03% | |
| 19 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.97% | -0.08% | -1.04% | |
| 20 | WMT | Walmart Inc | Stock-Consumer Staples | 0.96% | -0.16% | -0.58% | |
| 21 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.94% | -0.11% | -0.50% | |
| 22 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.89% | -0.06% | -0.66% | |
| 23 | QCOM | Qualcomm Inc | Stock-Tech | 0.87% | +0.24% | +1.01% | |
| 24 | RTX | Rtx CORP | Stock-Industrials | 0.86% | -0.14% | -1.14% | |
| 25 | BAC | Bank Of America CORP | Stock-Financials | 0.85% | +0.04% | -0.52% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.85% | -0.05% | -2.87% | |
| 27 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.84% | — | -2.02% | |
| 28 | CVX | Chevron CORP | Stock-Energy | 0.81% | -0.22% | -3.89% | |
| 29 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.79% | +0.59% | +97.64% | |
| 30 | OXY | Occidental Petroleum CORP | Stock-Energy | 0.76% | -0.24% | -8.31% | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.75% | -0.06% | +2.03% | |
| 32 | OHI | Omega Healthcare Investors | Stock-Real Estate | 0.72% | +0.02% | -0.80% | |
| 33 | SRE | Sempra | Stock-Utilities | 0.66% | -0.08% | -0.76% | |
| 34 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.66% | -0.12% | -0.63% | |
| 35 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 0.66% | +0.02% | -10.12% | |
| 36 | GLD | Spdr Gold Shares | ETF-Commodities | 0.66% | -0.20% | -0.09% | |
| 37 | WFC | Wells Fargo & Co | Stock-Financials | 0.65% | -0.01% | -2.39% | |
| 38 | DUK | Duke Energy CORP | Stock-Utilities | 0.65% | -0.06% | -2.20% | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.64% | +0.10% | +1.25% | |
| 40 | ABBV | Abbvie Inc | Stock-Healthcare | 0.63% | +0.05% | -0.04% | |
| 41 | BHP | Bhp Group Ltd-spon Adr | Stock-Materials | 0.63% | +0.01% | -1.23% | |
| 42 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.60% | +0.08% | -2.52% | |
| 43 | COP | Conocophillips | Stock-Energy | 0.59% | -0.22% | +7.35% | |
| 44 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.58% | +0.01% | +9.51% | |
| 45 | VUG | Vanguard Growth ETF | ETF-Other | 0.58% | +0.04% | -3.82% | |
| 46 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.58% | +0.01% | -2.08% | |
| 47 | IBM | Intl Business Machines CORP | Stock-Tech | 0.57% | +0.05% | +0.82% | |
| 48 | WPM | Wheaton Precious Metals CORP | Stock-Materials | 0.57% | -0.22% | -2.62% | |
| 49 | ABT | Abbott Laboratories | Stock-Healthcare | 0.56% | -0.04% | -0.87% | |
| 50 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.53% | -0.04% | -1.75% |
According to official SEC Form 13F filings, Jeppson Wealth Management, LLC reported a total U.S. public equity portfolio value of $339.4M across 199 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, STIP, NVDA) accounted for 21.7% of total reported equity market value during Q4 2024.
During Q4 2024, Jeppson Wealth Management, LLC's top holdings by market value included AAPL (9.0%)、STIP (6.7%)、NVDA (4.2%). The largest single position, AAPL, represented 9.0% of total portfolio value.
In Q4 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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