The Analysis of JEPPSON WEALTH MANAGEMENT, LLC's Holdings
Currently, JEPPSON WEALTH MANAGEMENT, LLC holds 225 types of securities in its portfolio with a total value $313.5M. In the most recent quarter, they have increased their positions in VTIP (+8.2K shares, valued at $413.4K), PSKY (+12.1K shares, valued at $228.6K), GEV (+362 shares, valued at $222.6K); decreased their positions in STIP (-5.5K shares, valued at $566.3K), ORCL (-959 shares, valued at $269.7K), AAPL (-849 shares, valued at $216.2K); initiated new positions in PSKY (+12.1K shares, valued at $228.6K), GEV (+362 shares, valued at $222.6K), IJS (+2.0K shares, valued at $221.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC COM97.3K shares-0.86%2025-09-302025-10-15
STIP ISHARES 0-5 YEAR TIPS BOND ETF177.0K shares-3.00%2025-09-302025-10-15 NVDA NVIDIA CORPORATION COM83.1K shares-0.20%2025-09-302025-10-15 LMT LOCKHEED MARTIN CORP COM21.6K shares-0.99%2025-09-302025-10-15 VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF183.8K shares4.65%2025-09-302025-10-15 ORCL ORACLE CORP COM25.4K shares-3.63%2025-09-302025-10-15 MSFT MICROSOFT CORP COM13.6K shares0.11%2025-09-302025-10-15 XOM EXXON MOBIL CORP COM56.4K shares-1.06%2025-09-302025-10-15 AMZN AMAZON COM INC COM28.9K shares-1.36%2025-09-302025-10-15 DIS DISNEY WALT CO COM48.1K shares0.19%2025-09-302025-10-15 T AT&T INC COM189.3K shares-2.35%2025-09-302025-10-15 GOOG ALPHABET INC CAP STK CL C19.0K shares-0.57%2025-09-302025-10-15 AVGO BROADCOM INC COM13.2K shares-0.93%2025-09-302025-10-15 AEP AMERICAN ELEC PWR CO INC COM35.9K shares-1.10%2025-09-302025-10-15 JPM JPMORGAN CHASE & CO. COM12.6K shares-0.40%2025-09-302025-10-15 CSCO CISCO SYS INC COM57.8K shares-1.34%2025-09-302025-10-15 VZ VERIZON COMMUNICATIONS INC COM88.0K shares0.95%2025-09-302025-10-15 SHOP SHOPIFY INC CL A SUB VTG SHS24.9K shares-0.96%2025-09-302025-10-15 RTX RTX CORPORATION COM20.0K shares-0.64%2025-09-302025-10-15 LLY ELI LILLY & CO COM4.3K shares-4.43%2025-09-302025-10-15 WPM WHEATON PRECIOUS METALS CORP COM27.4K shares-0.63%2025-09-302025-10-15 WMT WALMART INC COM28.2K shares-1.08%2025-09-302025-10-15 META META PLATFORMS INC CL A3.9K shares-0.54%2025-09-302025-10-15 BAC BANK AMERICA CORP COM53.9K shares-2.77%2025-09-302025-10-15 JNJ JOHNSON & JOHNSON COM14.9K shares0.13%2025-09-302025-10-15 KMI KINDER MORGAN INC DEL COM97.6K shares-0.24%2025-09-302025-10-15 GLD SPDR GOLD SHARES7.7K shares2.69%2025-09-302025-10-15 QCOM QUALCOMM INC COM15.9K shares-0.89%2025-09-302025-10-15 CVX CHEVRON CORP NEW COM15.9K shares0.10%2025-09-302025-10-15 PANW PALO ALTO NETWORKS INC COM11.6K shares0.15%2025-09-302025-10-15 ABBV ABBVIE INC COM10.1K shares-1.76%2025-09-302025-10-15 GOOGL ALPHABET INC CAP STK CL A9.3K shares-0.05%2025-09-302025-10-15 PG PROCTER AND GAMBLE CO COM14.5K shares-1.14%2025-09-302025-10-15 OHI OMEGA HEALTHCARE INVS INC COM51.7K shares-0.31%2025-09-302025-10-15 GILD GILEAD SCIENCES INC COM19.0K shares-2.47%2025-09-302025-10-15 FCX FREEPORT-MCMORAN INC CL B53.8K shares2.90%2025-09-302025-10-15 WFC WELLS FARGO CO NEW COM24.8K shares-0.36%2025-09-302025-10-15 SRE SEMPRA COM22.9K shares-0.87%2025-09-302025-10-15 CAH CARDINAL HEALTH INC COM12.7K shares-0.82%2025-09-302025-10-15 SPG SIMON PPTY GROUP INC NEW COM10.5K shares-2.55%2025-09-302025-10-15 RIO RIO TINTO PLC SPONSORED ADR29.7K shares-0.55%2025-09-302025-10-15 DUK DUKE ENERGY CORP NEW COM NEW15.7K shares-1.97%2025-09-302025-10-15 IBM INTERNATIONAL BUSINESS MACHS COM6.8K shares-0.95%2025-09-302025-10-15 ABT ABBOTT LABS COM13.6K shares-0.07%2025-09-302025-10-15 SCHW SCHWAB CHARLES CORP COM18.9K shares-1.38%2025-09-302025-10-15 MRK MERCK & CO INC COM20.2K shares-3.59%2025-09-302025-10-15 CG CARLYLE GROUP INC COM26.5K shares-0.76%2025-09-302025-10-15 TSLA TESLA INC COM3.7K shares-1.98%2025-09-302025-10-15 SO SOUTHERN CO COM17.3K shares-0.70%2025-09-302025-10-15 VUG VANGUARD GROWTH ETF3.4K shares8.10%2025-09-302025-10-15 VB VANGUARD SMALL-CAP ETF6.3K shares-0.32%2025-09-302025-10-15 WELL WELLTOWER INC COM9.0K shares-4.27%2025-09-302025-10-15 UBER UBER TECHNOLOGIES INC COM16.1K shares0.26%2025-09-302025-10-15 COP CONOCOPHILLIPS COM16.0K shares-3.13%2025-09-302025-10-15 NOC NORTHROP GRUMMAN CORP COM2.4K shares-3.93%2025-09-302025-10-15 VTI VANGUARD TOTAL STOCK MARKET ETF4.5K shares8.13%2025-09-302025-10-15 WPC WP CAREY INC COM21.7K shares-1.67%2025-09-302025-10-15 SDY SPDR S&P DIVIDEND ETF10.4K shares-1.89%2025-09-302025-10-15 OXY OCCIDENTAL PETE CORP COM30.7K shares-2.33%2025-09-302025-10-15 QQQ INVESCO QQQ TRUST SERIES I2.4K shares0.08%2025-09-302025-10-15 PSX PHILLIPS 66 COM9.8K shares-4.38%2025-09-302025-10-15 MELI MERCADOLIBRE INC COM530 shares-0.56%2025-09-302025-10-15 HD HOME DEPOT INC COM3.0K shares-1.95%2025-09-302025-10-15 NFLX NETFLIX INC COM998 shares-1.19%2025-09-302025-10-15 BA BOEING CO COM5.5K shares-0.44%2025-09-302025-10-15 UL UNILEVER PLC SPON ADR NEW19.8K shares-0.93%2025-09-302025-10-15 COF CAPITAL ONE FINL CORP COM5.4K shares-1.11%2025-09-302025-10-15 BX BLACKSTONE INC COM6.5K shares-0.61%2025-09-302025-10-15 GLW CORNING INC COM13.1K shares-2.96%2025-09-302025-10-15 NNN NNN REIT INC COM25.0K shares0.08%2025-09-302025-10-15 AMGN AMGEN INC COM3.7K shares-0.57%2025-09-302025-10-15 NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF10.1K shares0.00%2025-09-302025-10-15 RCL ROYAL CARIBBEAN GROUP COM3.1K shares-2.82%2025-09-302025-10-15 PFE PFIZER INC COM39.3K shares4.60%2025-09-302025-10-15 PEP PEPSICO INC COM7.0K shares2.36%2025-09-302025-10-15 KMB KIMBERLY-CLARK CORP COM7.9K shares-2.06%2025-09-302025-10-15 ALL ALLSTATE CORP COM4.5K shares-0.87%2025-09-302025-10-15 MCD MCDONALDS CORP COM3.2K shares2.43%2025-09-302025-10-15 KYN KAYNE ANDERSON ENERGY INFRSTR COM76.2K shares-3.18%2025-09-302025-10-15 KHC KRAFT HEINZ CO COM35.9K shares-4.94%2025-09-302025-10-15 GIS GENERAL MLS INC COM18.4K shares3.42%2025-09-302025-10-15 D DOMINION ENERGY INC COM15.1K shares-1.95%2025-09-302025-10-15 BK BANK NEW YORK MELLON CORP COM8.5K shares-1.74%2025-09-302025-10-15 BHP BHP GROUP LTD SPONSORED ADS16.4K shares-1.00%2025-09-302025-10-15 BABA ALIBABA GROUP HLDG LTD SPONSORED ADS5.0K shares-2.30%2025-09-302025-10-15 BMY BRISTOL-MYERS SQUIBB CO COM18.7K shares9.20%2025-09-302025-10-15 STAG STAG INDL INC COM22.6K shares-1.99%2025-09-302025-10-15 O REALTY INCOME CORP COM13.1K shares-2.60%2025-09-302025-10-15 ADP AUTOMATIC DATA PROCESSING INC COM2.6K shares0.00%2025-09-302025-10-15 NVS NOVARTIS AG SPONSORED ADR6.0K shares-0.17%2025-09-302025-10-15 C CITIGROUP INC COM NEW7.6K shares0.13%2025-09-302025-10-15 CAT CATERPILLAR INC COM1.6K shares0.00%2025-09-302025-10-15 BRK.A BERKSHIRE HATHAWAY INC DEL CL A1 shares0.00%2025-09-302025-10-15 SCCO SOUTHERN COPPER CORP COM6.0K shares-4.23%2025-09-302025-10-15 ED CONSOLIDATED EDISON INC COM7.1K shares-1.39%2025-09-302025-10-15 INTC INTEL CORP COM21.0K shares-0.83%2025-09-302025-10-15 EMR EMERSON ELEC CO COM5.2K shares-1.32%2025-09-302025-10-15 FRT FEDERAL RLTY INVT TR NEW SH BEN INT NEW6.7K shares0.00%2025-09-302025-10-15 AMLP ALERIAN MLP ETF14.4K shares0.01%2025-09-302025-10-15 UNP UNION PAC CORP COM2.8K shares0.00%2025-09-302025-10-15 TRV TRAVELERS COMPANIES INC COM2.4K shares-4.82%2025-09-302025-10-15 TSN TYSON FOODS INC CL A11.7K shares0.87%2025-09-302025-10-15 V VISA INC COM CL A1.8K shares-0.33%2025-09-302025-10-15 NEE NEXTERA ENERGY INC COM8.1K shares-4.75%2025-09-302025-10-15 ITW ILLINOIS TOOL WKS INC COM2.3K shares0.00%2025-09-302025-10-15 ING ING GROEP N.V. SPONSORED ADR23.1K shares-2.92%2025-09-302025-10-15 CDTX CIDARA THERAPEUTICS INC COM NEW6.2K shares0.00%2025-09-302025-10-15 COIN COINBASE GLOBAL INC COM CL A1.7K shares-1.53%2025-09-302025-10-15 K KELLANOVA COM7.1K shares0.00%2025-09-302025-10-15 KO COCA COLA CO COM8.7K shares-1.98%2025-09-302025-10-15 EVRG EVERGY INC COM7.4K shares0.00%2025-09-302025-10-15 VNO VORNADO RLTY TR SH BEN INT13.8K shares-0.07%2025-09-302025-10-15 CAG CONAGRA BRANDS INC COM30.5K shares29.21%2025-09-302025-10-15 SBUX STARBUCKS CORP COM6.5K shares2.20%2025-09-302025-10-15 ADBE ADOBE INC COM1.5K shares2.68%2025-09-302025-10-15 DRI DARDEN RESTAURANTS INC COM2.8K shares-7.21%2025-09-302025-10-15 WSM WILLIAMS SONOMA INC COM2.7K shares0.00%2025-09-302025-10-15 MMM 3M CO COM3.3K shares-2.34%2025-09-302025-10-15 DOV DOVER CORP COM3.1K shares-2.67%2025-09-302025-10-15 CMCSA COMCAST CORP NEW CL A16.1K shares-5.58%2025-09-302025-10-15 SBRA SABRA HEALTH CARE REIT INC COM26.9K shares0.00%2025-09-302025-10-15 TIP ISHARES TIPS BOND ETF4.5K shares0.90%2025-09-302025-10-15 CAKE CHEESECAKE FACTORY INC COM9.1K shares-3.68%2025-09-302025-10-15 NGG NATIONAL GRID PLC SPONSORED ADR NE6.7K shares-1.47%2025-09-302025-10-15 PAYX PAYCHEX INC COM3.8K shares0.00%2025-09-302025-10-15 CRM SALESFORCE INC COM2.0K shares0.90%2025-09-302025-10-15 EPD ENTERPRISE PRODS PARTNERS L P COM15.2K shares0.03%2025-09-302025-10-15 GDX VANECK GOLD MINERS ETF6.2K shares-3.88%2025-09-302025-10-15 TGT TARGET CORP COM5.2K shares22.97%2025-09-302025-10-15 SIL GLOBAL X SILVER MINERS ETF6.5K shares-2.97%2025-09-302025-10-15 WM WASTE MGMT INC DEL COM2.1K shares0.00%2025-09-302025-10-15 SCHB SCHWAB U.S. BROAD MARKET ETF17.7K shares12.82%2025-09-302025-10-15 VIG VANGUARD DIVIDEND APPRECIATION ETF2.1K shares0.00%2025-09-302025-10-15 MDLZ MONDELEZ INTL INC CL A7.2K shares25.25%2025-09-302025-10-15 PLTR PALANTIR TECHNOLOGIES INC CL A2.4K shares-0.29%2025-09-302025-10-15 GE GE AEROSPACE COM NEW1.5K shares0.00%2025-09-302025-10-15 GD GENERAL DYNAMICS CORP COM1.2K shares-3.91%2025-09-302025-10-15 UNH UNITEDHEALTH GROUP INC COM1.2K shares9.99%2025-09-302025-10-15 SCHA SCHWAB U.S. SMALL-CAP ETF14.8K shares0.00%2025-09-302025-10-15 NWE NORTHWESTERN ENERGY GROUP INC COM NEW7.0K shares-5.44%2025-09-302025-10-15 VWO VANGUARD FTSE EMERGING MARKETS ETF7.5K shares0.33%2025-09-302025-10-15 MDT MEDTRONIC PLC SHS4.3K shares-1.39%2025-09-302025-10-15 NUE NUCOR CORP COM3.0K shares-0.60%2025-09-302025-10-15 B BARRICK MNG CORP COM SHS12.3K shares-2.77%2025-09-302025-10-15 HON HONEYWELL INTL INC COM1.9K shares-2.31%2025-09-302025-10-15 TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS1.4K shares6.45%2025-09-302025-10-15 APD AIR PRODS & CHEMS INC COM1.5K shares0.00%2025-09-302025-10-15 KWEB KRANESHARES CSI CHINA INTERNET ETF9.3K shares-5.54%2025-09-302025-10-15 VBK VANGUARD SMALL-CAP GROWTH ETF1.3K shares0.16%2025-09-302025-10-15 KIM KIMCO RLTY CORP COM17.1K shares-0.45%2025-09-302025-10-15 ADM ARCHER DANIELS MIDLAND CO COM6.2K shares-4.61%2025-09-302025-10-15 MU MICRON TECHNOLOGY INC COM2.2K shares-0.45%2025-09-302025-10-15 AEM AGNICO EAGLE MINES LTD COM2.2K shares0.00%2025-09-302025-10-15 NEM NEWMONT CORP COM4.3K shares0.00%2025-09-302025-10-15 GBTC GRAYSCALE BITCOIN TRUST ETF4.1K shares0.00%2025-09-302025-10-15 EEM ISHARES MSCI EMERGING MARKETS ETF6.8K shares0.00%2025-09-302025-10-15 DD DUPONT DE NEMOURS INC COM4.6K shares-3.61%2025-09-302025-10-15 COST COSTCO WHSL CORP NEW COM388 shares3.74%2025-09-302025-10-15 VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF2.5K shares0.24%2025-09-302025-10-15 TTWO TAKE-TWO INTERACTIVE SOFTWARE COM1.4K shares0.00%2025-09-302025-10-15 STWD STARWOOD PPTY TR INC COM18.2K shares-3.25%2025-09-302025-10-15 VGT VANGUARD INFORMATION TECHNOLOGY ETF466 shares0.22%2025-09-302025-10-15 BXP BXP INC COM4.7K shares0.00%2025-09-302025-10-15 ET ENERGY TRANSFER L P COM UT LTD PTN19.9K shares4.93%2025-09-302025-10-15 MRVL MARVELL TECHNOLOGY INC COM4.0K shares16.26%2025-09-302025-10-15 AMT AMERICAN TOWER CORP NEW COM1.7K shares0.00%2025-09-302025-10-15 CLX CLOROX CO DEL COM2.6K shares-4.31%2025-09-302025-10-15 CRWD CROWDSTRIKE HLDGS INC CL A634 shares0.00%2025-09-302025-10-15 DEO DIAGEO PLC SPON ADR NEW3.2K shares38.45%2025-09-302025-10-15 BITO PROSHARES BITCOIN ETF15.6K shares-0.62%2025-09-302025-10-15 VBR VANGUARD SMALL CAP VALUE ETF1.5K shares0.00%2025-09-302025-10-15 GPC GENUINE PARTS CO COM2.2K shares0.00%2025-09-302025-10-15 CMG CHIPOTLE MEXICAN GRILL INC COM7.5K shares0.00%2025-09-302025-10-15 USB US BANCORP DEL COM NEW5.9K shares0.00%2025-09-302025-10-15 TXN TEXAS INSTRS INC COM1.6K shares28.91%2025-09-302025-10-15 VLO VALERO ENERGY CORP COM1.7K shares0.00%2025-09-302025-10-15 INTU INTUIT COM406 shares0.00%2025-09-302025-10-15 EXPE EXPEDIA GROUP INC COM NEW1.3K shares0.00%2025-09-302025-10-15 DELL DELL TECHNOLOGIES INC CL C1.9K shares0.00%2025-09-302025-10-15 SNOW SNOWFLAKE INC COM SHS1.2K shares-1.14%2025-09-302025-10-15 FANG DIAMONDBACK ENERGY INC COM1.9K shares0.00%2025-09-302025-10-15 RIVN RIVIAN AUTOMOTIVE INC COM CL A18.6K shares0.08%2025-09-302025-10-15 NSC NORFOLK SOUTHN CORP COM900 shares0.00%2025-09-302025-10-15 CTVA CORTEVA INC COM4.0K shares-6.49%2025-09-302025-10-15 BRX BRIXMOR PPTY GROUP INC COM9.7K shares0.00%2025-09-302025-10-15 UPS UNITED PARCEL SERVICE INC CL B3.2K shares11.14%2025-09-302025-10-15 CL COLGATE PALMOLIVE CO COM3.3K shares0.00%2025-09-302025-10-15 DOW DOW INC COM11.3K shares-34.74%2025-09-302025-10-15 POR PORTLAND GEN ELEC CO COM NEW5.7K shares0.00%2025-09-302025-10-15 MO ALTRIA GROUP INC COM3.7K shares-14.82%2025-09-302025-10-15 IAU ISHARES GOLD TRUST3.4K shares0.00%2025-09-302025-10-15 VEA VANGUARD FTSE DEVELOPED MARKETS ETF4.0K shares0.13%2025-09-302025-10-15 PSKY PARAMOUNT SKYDANCE CORP COM CL B12.1K sharesnew addition2025-09-302025-10-15 AMCR AMCOR PLC ORD27.9K shares0.00%2025-09-302025-10-15 PEG PUBLIC SVC ENTERPRISE GRP INC COM2.7K shares-0.91%2025-09-302025-10-15 NKE NIKE INC CL B3.2K shares10.82%2025-09-302025-10-15 GEV GE VERNOVA INC COM362 sharesnew addition2025-09-302025-10-15 BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW442 shares-3.28%2025-09-302025-10-15 IJS ISHARES S&P SMALL-CAP 600 VALUE ETF2.0K sharesnew addition2025-09-302025-10-15 BDX BECTON DICKINSON & CO COM1.2K shares-5.97%2025-09-302025-10-15 UGI UGI CORP NEW COM6.6K shares-3.67%2025-09-302025-10-15 VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF1.5K shares0.00%2025-09-302025-10-15 LVS LAS VEGAS SANDS CORP COM4.0K sharesnew addition2025-09-302025-10-15 AWK AMERICAN WTR WKS CO INC NEW COM1.5K shares0.00%2025-09-302025-10-15 DAL DELTA AIR LINES INC DEL COM NEW3.8K sharesnew addition2025-09-302025-10-15 PKG PACKAGING CORP AMER COM976 sharesnew addition2025-09-302025-10-15 ORI OLD REP INTL CORP COM5.0K sharesnew addition2025-09-302025-10-15 VOE VANGUARD MID-CAP VALUE ETF1.2K sharesnew addition2025-09-302025-10-15 BIDU BAIDU INC SPON ADR REP A1.6K sharesnew addition2025-09-302025-10-15 FNV FRANCO NEV CORP COM905 sharesnew addition2025-09-302025-10-15 XEL XCEL ENERGY INC COM2.5K sharesnew addition2025-09-302025-10-15 FE FIRSTENERGY CORP COM4.4K sharesnew addition2025-09-302025-10-15 VO VANGUARD MID-CAP ETF684 sharesnew addition2025-09-302025-10-15 PINE ALPINE INCOME PPTY TR INC COM14.1K shares36.97%2025-09-302025-10-15 ABEV AMBEV SA SPONSORED ADR75.2K shares0.00%2025-09-302025-10-15 SNAP SNAP INC CL A21.3K shares66.22%2025-09-302025-10-15 AES AES CORP COM11.4K sharesnew addition2025-09-302025-10-15 AGRO ADECOAGRO S A COM15.8K sharesnew addition2025-09-302025-10-15 DNP DNP SELECT INCOME FD INC COM11.2K shares0.00%2025-09-302025-10-15 JBLU JETBLUE AWYS CORP COM14.2K shares0.04%2025-09-302025-10-15 SNDL SNDL INC COM20.0K shares0.00%2025-09-302025-10-15 TLRY TILRAY BRANDS INC COM20.0K shares0.00%2025-09-302025-10-15 CRDF CARDIFF ONCOLOGY INC COM12.0K sharesnew addition2025-09-302025-10-15 GLDG GOLDMINING INC COM12.0K shares0.00%2025-09-302025-10-15 NOVA SUNNOVA ENERGY INTL INC. COM14.8K shares0.00%2025-09-302025-10-15 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available