Jeppson Wealth Management, LLC Top Holdings and 13F Report (2025) About Jeppson Wealth Management, LLCInvestment ActivityJeppson Wealth Management, LLC has $273.17 million in total holdings as of March 31, 2025.Jeppson Wealth Management, LLC owns shares of 206 different stocks, but just 75 companies or ETFs make up 80% of its holdings.Approximately 2.43% of the portfolio was purchased this quarter.About 2.33% of the portfolio was sold this quarter.This quarter, Jeppson Wealth Management, LLC has purchased 199 new stocks and bought additional shares in 62 stocks.Jeppson Wealth Management, LLC sold shares of 98 stocks and completely divested from 8 stocks this quarter.Largest Holdings Apple $21,948,326iShares 0-5 Year TIPS Bond ETF $19,032,272Lockheed Martin $9,878,437NVIDIA $9,363,516Vanguard Short-Term Inflation-Protected Securities ETF $8,596,603 Largest New Holdings this Quarter 922908611 - Vanguard Small-Cap Value ETF $279,062 Holding008474108 - Agnico Eagle Mines $238,502 Holding030420103 - American Water Works $227,181 Holding902681105 - UGI $226,926 Holding25179M103 - Devon Energy $217,668 Holding Largest Purchases this Quarter Rio Tinto Group 10,361 shares (about $622.49K)Freeport-McMoRan 7,646 shares (about $289.48K)Vanguard Small-Cap Value ETF 1,498 shares (about $279.06K)Agnico Eagle Mines 2,200 shares (about $238.50K)American Water Works 1,540 shares (about $227.18K) Largest Sales this Quarter BHP Group 12,273 shares (about $595.72K)Kraft Heinz 10,411 shares (about $316.81K)Vanguard Growth ETF 788 shares (about $292.24K)Eli Lilly and Company 335 shares (about $276.68K)THE CAMPBELLS COMPANY COM 6,875 shares (about $274.45K) Sector Allocation Over TimeMap of 500 Largest Holdings ofJeppson Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$21,948,326$106,623 ▼-0.5%98,8088.0%Computer and TechnologySTIPiShares 0-5 Year TIPS Bond ETF$19,032,272$14,382 ▼-0.1%183,9407.0%ETFLMTLockheed Martin$9,878,437$220,672 ▲2.3%22,1143.6%AerospaceNVDANVIDIA$9,363,516$52,348 ▲0.6%86,3953.4%Computer and TechnologyVTIPVanguard Short-Term Inflation-Protected Securities ETF$8,596,603$201,845 ▲2.4%172,2773.1%ManufacturingXOMExxon Mobil$6,606,324$73,856 ▲1.1%55,5482.4%EnergyAMZNAmazon.com$5,602,586$24,163 ▼-0.4%29,4472.1%Retail/WholesaleTAT&T$5,512,129$74,546 ▼-1.3%194,9132.0%Computer and TechnologyMSFTMicrosoft$5,311,568$75,080 ▲1.4%14,1491.9%Computer and TechnologyDISWalt Disney$4,777,085$12,140 ▲0.3%48,4001.7%Consumer DiscretionaryLLYEli Lilly and Company$4,061,825$276,680 ▼-6.4%4,9181.5%MedicalVZVerizon Communications$3,984,672$145,695 ▲3.8%87,8461.5%Computer and TechnologyAEPAmerican Electric Power$3,979,551$18,467 ▼-0.5%36,4191.5%UtilitiesORCLOracle$3,833,590$39,426 ▼-1.0%27,4201.4%Computer and TechnologyCSCOCisco Systems$3,634,394$19,809 ▼-0.5%58,8951.3%Computer and TechnologyJPMJPMorgan Chase & Co.$3,279,827$220,274 ▼-6.3%13,3711.2%FinanceGOOGAlphabet$3,005,831$60,148 ▲2.0%19,2401.1%Computer and TechnologyKMIKinder Morgan$2,765,734$59,599 ▲2.2%96,9411.0%EnergyRTXRTX$2,654,399$51,130 ▼-1.9%20,0391.0%AerospaceWMTWalmart$2,561,838$6,584 ▼-0.3%29,1810.9%Retail/WholesaleCVXChevron$2,507,547$73,943 ▼-2.9%14,9890.9%EnergyJNJJohnson & Johnson$2,480,015$101,662 ▲4.3%14,9540.9%MedicalPGProcter & Gamble$2,465,968$14,826 ▼-0.6%14,4700.9%Consumer StaplesQCOMQUALCOMM$2,449,293$51,305 ▲2.1%15,9450.9%Computer and TechnologySHOPShopify$2,394,543$14,131 ▼-0.6%25,0790.9%Computer and TechnologyMETAMeta Platforms$2,270,378$29,972 ▼-1.3%3,9390.8%Computer and TechnologyBACBank of America$2,219,714$18,111 ▼-0.8%53,1920.8%FinanceAVGOBroadcom$2,216,953$100,291 ▲4.7%13,2410.8%Computer and TechnologyGILDGilead Sciences$2,197,421$21,626 ▼-1.0%19,6110.8%MedicalOXYOccidental Petroleum$2,155,637$63,032 ▲3.0%43,6720.8%EnergyGLDSPDR Gold Shares$2,154,9990.0%7,4790.8%FinanceWPMWheaton Precious Metals$2,147,634$13,741 ▼-0.6%27,6650.8%Basic MaterialsABBVAbbVie$2,083,637$26,818 ▲1.3%9,9450.8%MedicalMRKMerck & Co., Inc.$2,074,647$11,041 ▼-0.5%23,1130.8%MedicalPANWPalo Alto Networks$2,006,556$24,402 ▼-1.2%11,7590.7%Computer and TechnologyOHIOmega Healthcare Investors$1,980,205$7,007 ▼-0.4%52,0010.7%FinanceDUKDuke Energy$1,971,767$53,911 ▼-2.7%16,1660.7%UtilitiesFCXFreeport-McMoRan$1,886,942$289,477 ▲18.1%49,8400.7%Basic MaterialsRIORio Tinto Group$1,829,676$622,489 ▲51.6%30,4540.7%Basic MaterialsABTAbbott Laboratories$1,812,397$6,633 ▼-0.4%13,6630.7%MedicalWFCWells Fargo & Company$1,793,314$38,408 ▼-2.1%24,9800.7%FinanceCAHCardinal Health$1,782,084$70,402 ▼-3.8%12,9350.7%MedicalIBMInternational Business Machines$1,739,874$40,532 ▼-2.3%6,9970.6%Computer and TechnologyCOPConocoPhillips$1,732,9480.0%16,5010.6%EnergySRESempra$1,645,419$156,707 ▲10.5%23,0580.6%UtilitiesSOSouthern$1,609,401$11,126 ▲0.7%17,5030.6%UtilitiesSPGSimon Property Group$1,544,710$62,944 ▼-3.9%9,3010.6%FinanceSCHWCharles Schwab$1,511,203$28,729 ▼-1.9%19,3050.6%FinanceKHCKraft Heinz$1,492,627$316,808 ▼-17.5%49,0510.5%Consumer StaplesWELLWelltower$1,459,0430.0%9,5230.5%FinanceSDYSPDR S&P Dividend ETF$1,444,992$13,568 ▼-0.9%10,6500.5%ETFGOOGLAlphabet$1,419,764$15,000 ▼-1.0%9,1810.5%Computer and TechnologyWPCW. P. Carey$1,370,327$21,647 ▼-1.6%21,7130.5%FinanceVBVanguard Small-Cap ETF$1,293,475$104,445 ▲8.8%5,8330.5%ETFPSXPhillips 66$1,271,103$1,852 ▲0.1%10,2940.5%EnergyNOCNorthrop Grumman$1,222,1680.0%2,3870.4%AerospaceQQQInvesco QQQ$1,217,850$91,913 ▲8.2%2,5970.4%FinanceULUnilever$1,198,894$67,409 ▼-5.3%20,1330.4%Consumer StaplesUBERUber Technologies$1,189,221$4,882 ▼-0.4%16,3220.4%Computer and TechnologyCGThe Carlyle Group$1,182,262$21,926 ▲1.9%27,1220.4%FinanceVUGVanguard Growth ETF$1,154,117$292,238 ▼-20.2%3,1120.4%ETFAMGNAmgen$1,151,184$64,803 ▲6.0%3,6950.4%MedicalKMBKimberly-Clark$1,143,449$3,556 ▲0.3%8,0400.4%Consumer StaplesVTIVanguard Total Stock Market ETF$1,138,886$125,321 ▼-9.9%4,1440.4%ETFHDHome Depot$1,127,690$1,832 ▼-0.2%3,0770.4%Retail/WholesaleBHPBHP Group$1,124,022$595,721 ▼-34.6%23,1570.4%Basic MaterialsNNNNNN REIT$1,091,943$90,803 ▲9.1%25,6020.4%FinanceMELIMercadoLibre$1,041,765$5,853 ▼-0.6%5340.4%Retail/WholesaleNOBLProShares S&P 500 Aristocrats ETF$1,037,127$3,576 ▼-0.3%10,1500.4%ETFTSLATesla$1,027,829$95,889 ▲10.3%3,9660.4%Auto/Tires/TrucksPEPPepsiCo$1,015,094$93,713 ▼-8.5%6,7700.4%Consumer StaplesCOFCapital One Financial$1,012,468$3,586 ▼-0.4%5,6470.4%FinanceGISGeneral Mills$998,648$44,184 ▼-4.2%16,7030.4%Consumer StaplesMCDMcDonald's$965,223$68,097 ▼-6.6%3,0900.4%Retail/WholesaleKYNKayne Anderson Energy Infrastructure Fund$963,130$5,466 ▼-0.6%75,0690.4%Financial ServicesNFLXNetflix$962,371$23,313 ▼-2.4%1,0320.4%Consumer DiscretionaryALLAllstate$955,092$19,673 ▼-2.0%4,6120.3%FinanceBABoeing$917,489$1,535 ▼-0.2%5,3800.3%AerospaceBXBlackstone$906,194$16,774 ▼-1.8%6,4830.3%FinanceBMYBristol-Myers Squibb$902,103$16,467 ▼-1.8%14,7910.3%MedicalSTAGSTAG Industrial$888,155$4,226 ▼-0.5%24,5890.3%FinancePFEPfizer$839,134$64,566 ▲8.3%33,1150.3%MedicalEDConsolidated Edison$831,1940.0%7,5160.3%UtilitiesDDominion Energy$825,014$105,860 ▲14.7%14,7140.3%UtilitiesADPAutomatic Data Processing$809,349$6,111 ▼-0.7%2,6490.3%Business ServicesBRK.ABerkshire Hathaway$798,4420.0%10.3%FinanceDOWDOW$773,337$95,750 ▼-11.0%22,1460.3%Basic MaterialsAMLPAlerian MLP ETF$746,663$9,350 ▼-1.2%14,3750.3%ETFBKBank of New York Mellon$721,996$755 ▼-0.1%8,6090.3%FinanceFRTFederal Realty Investment Trust$691,490$783 ▲0.1%7,0690.3%FinanceBABAAlibaba Group$679,133$17,190 ▲2.6%5,1360.2%Retail/WholesaleCMCSAComcast$677,779$2,103 ▼-0.3%18,3680.2%Consumer DiscretionaryNVSNovartis$677,5750.0%6,0780.2%MedicalORealty Income$671,744$406 ▼-0.1%11,5800.2%FinanceUNPUnion Pacific$668,087$236 ▲0.0%2,8280.2%TransportationWMWaste Management$666,0540.0%2,8770.2%Business ServicesRCLRoyal Caribbean Cruises$661,928$19,722 ▼-2.9%3,2220.2%Consumer DiscretionaryTRVTravelers Companies$658,5050.0%2,4900.2%FinanceSBUXStarbucks$644,647$13,733 ▼-2.1%6,5720.2%Retail/WholesaleVVisa$637,136$10,163 ▼-1.6%1,8180.2%Business ServicesShowing largest 100 holdings. 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