$183 Million is the total value of JEPPSON WEALTH MANAGEMENT, LLC's 150 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 9.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTIP | Buy | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETFetf | $31,383,000 | +7.0% | 598,812 | +5.2% | 17.11% | -1.9% |
| AAPL | Sell | APPLE INC COMstock | $13,973,000 | +11.0% | 102,024 | -1.0% | 7.62% | +1.8% |
| LMT | Sell | LOCKHEED MARTIN CORP COMstock | $6,446,000 | +2.3% | 17,039 | -0.1% | 3.52% | -6.2% |
| TIP | Sell | ISHARES TIPS BOND ETFetf | $5,031,000 | +0.1% | 39,305 | -1.8% | 2.74% | -8.2% |
| AMZN | Sell | AMAZON COM INC COMstock | $4,795,000 | +10.6% | 1,394 | -0.6% | 2.62% | +1.4% |
| SCHP | Sell | SCHWAB U.S. TIPS ETFetf | $4,047,000 | -13.1% | 64,750 | -15.0% | 2.21% | -20.3% |
| DIS | Buy | DISNEY WALT CO COMstock | $3,535,000 | -2.6% | 20,115 | +2.3% | 1.93% | -10.6% |
| MSFT | Buy | MICROSOFT CORP COMstock | $3,531,000 | +14.9% | 13,034 | +0.0% | 1.92% | +5.4% |
| ANAT | Sell | AMERICAN NATIONAL GROUP INC COM NEWstock | $3,338,000 | +37.1% | 22,471 | -0.4% | 1.82% | +25.8% |
| CSCO | Sell | CISCO SYS INC COMstock | $2,999,000 | +2.2% | 56,597 | -0.3% | 1.64% | -6.3% |
| AEP | Sell | AMERICAN ELEC PWR CO INC COMstock | $2,901,000 | -0.2% | 34,304 | -0.1% | 1.58% | -8.5% |
| GOOG | Sell | ALPHABET INC CAP STK CL Cstock | $2,899,000 | +13.9% | 1,157 | -6.0% | 1.58% | +4.4% |
| T | Buy | AT&T INC COMstock | $2,729,000 | +6.4% | 94,851 | +11.9% | 1.49% | -2.4% |
| VZ | Buy | VERIZON COMMUNICATIONS INC COMstock | $2,339,000 | +6.4% | 41,749 | +10.4% | 1.28% | -2.5% |
| PFE | Buy | PFIZER INC COMstock | $2,225,000 | +8.4% | 56,821 | +0.3% | 1.21% | -0.7% |
| LLY | Sell | LILLY ELI & CO COMstock | $2,188,000 | +19.7% | 9,536 | -2.6% | 1.19% | +9.8% |
| JPM | Sell | JPMORGAN CHASE & CO COMstock | $2,095,000 | +1.2% | 13,473 | -0.9% | 1.14% | -7.2% |
| BAC | Buy | BK OF AMERICA CORP COMstock | $2,094,000 | +7.1% | 50,808 | +0.5% | 1.14% | -1.8% |
| INTC | Buy | INTEL CORP COMstock | $2,063,000 | -11.5% | 36,765 | +0.9% | 1.12% | -18.9% |
| NVDA | Sell | NVIDIA CORPORATION COMstock | $1,901,000 | +44.5% | 2,377 | -3.6% | 1.04% | +32.4% |
| FB | Sell | FACEBOOK INC CL Astock | $1,802,000 | +15.6% | 5,185 | -2.1% | 0.98% | +6.0% |
| OXY | Sell | OCCIDENTAL PETE CORP COMstock | $1,669,000 | +15.0% | 53,380 | -2.1% | 0.91% | +5.4% |
| XOM | Sell | EXXON MOBIL CORP COMstock | $1,630,000 | +12.5% | 25,843 | -0.5% | 0.89% | +3.1% |
| MRK | Buy | MERCK & CO INC COMstock | $1,618,000 | +12.3% | 20,816 | +11.3% | 0.88% | +2.9% |
| BABA | Sell | ALIBABA GROUP HLDG LTD SPONSORED ADSadr | $1,574,000 | -1.6% | 6,941 | -1.6% | 0.86% | -9.8% |
| KHC | Sell | KRAFT HEINZ CO COMstock | $1,454,000 | +1.0% | 35,654 | -0.9% | 0.79% | -7.4% |
| WMT | Sell | WALMART INC COMstock | $1,394,000 | +3.8% | 9,888 | -0.1% | 0.76% | -4.9% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP COMstock | $1,322,000 | +11.0% | 15,501 | +0.6% | 0.72% | +1.8% |
| QCOM | Buy | QUALCOMM INC COMstock | $1,311,000 | +61.9% | 9,176 | +50.2% | 0.72% | +48.3% |
| COP | Sell | CONOCOPHILLIPS COMstock | $1,309,000 | +14.5% | 21,510 | -0.3% | 0.71% | +5.0% |
| DOW | Buy | DOW INC COMstock | $1,309,000 | -0.2% | 20,699 | +0.8% | 0.71% | -8.5% |
| CVX | Buy | CHEVRON CORP NEW COMstock | $1,241,000 | +0.5% | 11,849 | +0.5% | 0.68% | -7.8% |
| D | Buy | DOMINION ENERGY INC COMstock | $1,235,000 | -2.8% | 16,800 | +0.5% | 0.67% | -10.9% |
| UBER | Sell | UBER TECHNOLOGIES INC COMstock | $1,233,000 | -12.5% | 24,618 | -4.8% | 0.67% | -19.8% |
| VTI | Buy | VANGUARD TOTAL STOCK MARKET INDEX FUNDetf | $1,230,000 | +8.1% | 5,522 | +0.3% | 0.67% | -0.9% |
| WPM | Sell | WHEATON PRECIOUS METALS CORP COMstock | $1,231,000 | +15.0% | 27,942 | -0.3% | 0.67% | +5.5% |
| CG | Sell | CARLYLE GROUP INC COMstock | $1,225,000 | +18.6% | 26,364 | -6.2% | 0.67% | +8.8% |
| GIS | GENERAL MLS INC COMstock | $1,224,000 | -0.6% | 20,090 | 0.0% | 0.67% | -8.9% | |
| BA | BOEING CO COMstock | $1,208,000 | -6.0% | 5,045 | 0.0% | 0.66% | -13.7% | |
| BMY | BRISTOL-MYERS SQUIBB CO COMstock | $1,201,000 | +5.8% | 17,980 | 0.0% | 0.66% | -3.0% | |
| VUG | Sell | VANGUARD GROWTH INDEX FUNDetf | $1,183,000 | +10.9% | 4,127 | -0.6% | 0.64% | +1.7% |
| ORCL | Sell | ORACLE CORP COMstock | $1,146,000 | +3.9% | 14,724 | -6.4% | 0.62% | -4.7% |
| SHOP | Buy | SHOPIFY INC CL Astock | $1,132,000 | +48.0% | 775 | +12.0% | 0.62% | +35.6% |
| SRE | SEMPRA COMstock | $1,113,000 | -0.1% | 8,407 | 0.0% | 0.61% | -8.3% | |
| WFC | Buy | WELLS FARGO CO NEW COMstock | $1,094,000 | +17.6% | 24,161 | +1.4% | 0.60% | +8.0% |
| SPG | Sell | SIMON PPTY GROUP INC NEW COMreit | $1,085,000 | +13.6% | 8,320 | -1.0% | 0.59% | +4.2% |
| DUK | Sell | DUKE ENERGY CORP NEW COM NEWstock | $1,066,000 | +1.3% | 10,803 | -0.9% | 0.58% | -7.2% |
| GOOGL | Sell | ALPHABET INC CAP STK CL Astock | $1,057,000 | +2.7% | 433 | -13.2% | 0.58% | -5.9% |
| PG | Buy | PROCTER AND GAMBLE CO COMstock | $1,014,000 | +2.3% | 7,518 | +2.7% | 0.55% | -6.1% |
| HD | Sell | HOME DEPOT INC COMstock | $996,000 | -3.3% | 3,125 | -7.4% | 0.54% | -11.3% |
| RIO | RIO TINTO PLC SPONSORED ADRadr | $992,000 | +8.1% | 11,831 | 0.0% | 0.54% | -0.9% | |
| PSX | PHILLIPS 66 COMstock | $955,000 | +5.3% | 11,135 | 0.0% | 0.52% | -3.3% | |
| BX | Sell | BLACKSTONE GROUP INC COMstock | $892,000 | +23.4% | 9,184 | -5.5% | 0.49% | +13.0% |
| COF | Sell | CAPITAL ONE FINL CORP COMstock | $847,000 | +15.7% | 5,478 | -4.9% | 0.46% | +6.2% |
| VIAC | Buy | VIACOMCBS INC CL Bstock | $845,000 | +118.9% | 18,700 | +118.3% | 0.46% | +100.4% |
| BYND | Sell | BEYOND MEAT INC COMstock | $838,000 | +20.7% | 5,322 | -0.3% | 0.46% | +10.7% |
| WELL | WELLTOWER INC COMreit | $828,000 | +16.0% | 9,968 | 0.0% | 0.45% | +6.1% | |
| QQQ | Buy | INVESCO QQQ TRUSTetf | $812,000 | +11.1% | 2,293 | +0.1% | 0.44% | +1.8% |
| GILD | Sell | GILEAD SCIENCES INC COMstock | $793,000 | +4.2% | 11,528 | -2.2% | 0.43% | -4.6% |
| ABT | Buy | ABBOTT LABS COMstock | $779,000 | +36.7% | 6,728 | +41.4% | 0.42% | +25.4% |
| PANW | PALO ALTO NETWORKS INC COMstock | $768,000 | +15.1% | 2,072 | 0.0% | 0.42% | +5.5% | |
| CLX | New | CLOROX CO DEL COMstock | $749,000 | – | 4,165 | +100.0% | 0.41% | – |
| PEP | Sell | PEPSICO INC COMstock | $749,000 | +0.9% | 5,058 | -3.6% | 0.41% | -7.5% |
| ADBE | ADOBE SYSTEMS INCORPORATED COMstock | $743,000 | +23.2% | 1,269 | 0.0% | 0.40% | +12.8% | |
| VER | Sell | VEREIT INC COMreit | $724,000 | +17.3% | 15,782 | -1.3% | 0.40% | +7.6% |
| UNH | Sell | UNITEDHEALTH GROUP INC COMstock | $717,000 | +7.0% | 1,792 | -0.6% | 0.39% | -1.8% |
| OHI | Sell | OMEGA HEALTHCARE INVS INC COMreit | $694,000 | -1.3% | 19,137 | -0.4% | 0.38% | -9.6% |
| KMI | Sell | KINDER MORGAN INC DEL COMstock | $656,000 | +9.2% | 36,020 | -0.4% | 0.36% | +0.3% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS COMstock | $636,000 | +7.3% | 4,340 | -2.5% | 0.35% | -1.7% |
| BHP | Sell | BHP GROUP LTD SPONSORED ADSadr | $637,000 | +4.6% | 8,756 | -0.3% | 0.35% | -4.1% |
| WM | WASTE MGMT INC DEL COMstock | $628,000 | +8.7% | 4,486 | 0.0% | 0.34% | -0.6% | |
| UPS | Sell | UNITED PARCEL SERVICE INC CL Bstock | $619,000 | +22.1% | 2,977 | -0.3% | 0.34% | +12.3% |
| ALL | ALLSTATE CORP COMstock | $567,000 | +13.4% | 4,354 | 0.0% | 0.31% | +4.0% | |
| SCHB | Buy | SCHWAB U.S. BROAD MARKET ETFetf | $565,000 | +8.0% | 5,425 | +0.3% | 0.31% | -1.0% |
| NEM | Sell | NEWMONT CORP COMstock | $552,000 | +4.7% | 8,710 | -0.6% | 0.30% | -3.8% |
| NEE | Sell | NEXTERA ENERGY INC COMstock | $547,000 | -3.7% | 7,475 | -0.7% | 0.30% | -11.8% |
| CAH | CARDINAL HEALTH INC COMstock | $541,000 | -6.1% | 9,485 | 0.0% | 0.30% | -14.0% | |
| SBUX | Sell | STARBUCKS CORP COMstock | $520,000 | +2.2% | 4,656 | -0.2% | 0.28% | -6.3% |
| KYN | Sell | KAYNE ANDERSON ENERGY INFRSTR COMcef | $521,000 | +23.2% | 58,654 | -0.7% | 0.28% | +12.7% |
| ADP | AUTOMATIC DATA PROCESSING INC COMstock | $517,000 | +5.5% | 2,605 | 0.0% | 0.28% | -3.1% | |
| PAYX | PAYCHEX INC COMstock | $503,000 | +9.6% | 4,690 | 0.0% | 0.27% | +0.4% | |
| NOC | NORTHROP GRUMMAN CORP COMstock | $503,000 | +12.3% | 1,385 | 0.0% | 0.27% | +3.0% | |
| MCD | Buy | MCDONALDS CORP COMstock | $497,000 | +10.9% | 2,153 | +7.5% | 0.27% | +1.9% |
| JNJ | Buy | JOHNSON & JOHNSON COMstock | $489,000 | +6.5% | 2,974 | +6.3% | 0.27% | -2.2% |
| TRV | TRAVELERS COMPANIES INC COMstock | $482,000 | -0.4% | 3,223 | 0.0% | 0.26% | -8.7% | |
| ABBV | Buy | ABBVIE INC COMstock | $481,000 | +4.1% | 4,271 | +0.0% | 0.26% | -4.7% |
| TSLA | TESLA INC COMstock | $480,000 | +1.7% | 707 | 0.0% | 0.26% | -6.8% | |
| VBK | Buy | VANGUARD SMALL-CAP GROWTH INDEX FUNDetf | $464,000 | +5.9% | 1,602 | +0.3% | 0.25% | -2.7% |
| EVRG | EVERGY INC COMstock | $440,000 | +1.6% | 7,285 | 0.0% | 0.24% | -6.6% | |
| AMLP | Sell | ALERIAN MLP ETFetf | $440,000 | +15.5% | 12,095 | -3.3% | 0.24% | +5.7% |
| HTA | Sell | HEALTHCARE TR AMER INC CL A NEWreit | $434,000 | -3.3% | 16,271 | -0.2% | 0.24% | -11.2% |
| CCL | Sell | CARNIVAL CORP PAIRED CTFstock | $432,000 | -3.8% | 16,415 | -3.0% | 0.24% | -11.6% |
| HON | Sell | HONEYWELL INTL INC COMstock | $429,000 | -1.4% | 1,956 | -2.5% | 0.23% | -9.7% |
| BRKA | BERKSHIRE HATHAWAY INC DEL CL Astock | $418,000 | +8.6% | 1 | 0.0% | 0.23% | -0.4% | |
| GLW | Sell | CORNING INC COMstock | $419,000 | -6.7% | 10,260 | -0.6% | 0.23% | -14.6% |
| GLD | SPDR GOLD SHARESetf | $414,000 | +3.8% | 2,500 | 0.0% | 0.23% | -4.6% | |
| C | Buy | CITIGROUP INC COM NEWstock | $382,000 | -2.6% | 5,411 | +0.4% | 0.21% | -10.7% |
| GSK | GLAXOSMITHKLINE PLC SPONSORED ADRadr | $367,000 | +11.6% | 9,224 | 0.0% | 0.20% | +2.0% | |
| SCHW | Sell | SCHWAB CHARLES CORP COMstock | $350,000 | +8.4% | 4,819 | -3.0% | 0.19% | -0.5% |
| CPB | New | CAMPBELL SOUP CO COMstock | $332,000 | – | 7,299 | +100.0% | 0.18% | – |
| PYPL | Buy | PAYPAL HLDGS INC COMstock | $330,000 | +22.7% | 1,133 | +2.3% | 0.18% | +12.5% |
| MDLZ | MONDELEZ INTL INC CL Astock | $329,000 | +6.8% | 5,275 | 0.0% | 0.18% | -2.2% | |
| TTWO | Sell | TAKE-TWO INTERACTIVE SOFTWARE COMstock | $327,000 | -0.6% | 1,852 | -0.5% | 0.18% | -9.2% |
| PAAS | New | PAN AMERN SILVER CORP COMstock | $324,000 | – | 11,359 | +100.0% | 0.18% | – |
| MDT | MEDTRONIC PLC SHSstock | $320,000 | +4.9% | 2,585 | 0.0% | 0.17% | -3.9% | |
| CRM | Buy | SALESFORCE COM INC COMstock | $318,000 | +15.6% | 1,305 | +0.5% | 0.17% | +5.5% |
| FNV | FRANCO NEV CORP COMstock | $318,000 | +15.6% | 2,195 | 0.0% | 0.17% | +5.5% | |
| TSN | TYSON FOODS INC CL Astock | $315,000 | -0.6% | 4,278 | 0.0% | 0.17% | -9.0% | |
| CMG | CHIPOTLE MEXICAN GRILL INC COMstock | $310,000 | +9.2% | 200 | 0.0% | 0.17% | 0.0% | |
| MELI | New | MERCADOLIBRE INC COMstock | $306,000 | – | 197 | +100.0% | 0.17% | – |
| BERY | Sell | BERRY GLOBAL GROUP INC COMstock | $300,000 | +6.0% | 4,602 | -0.4% | 0.16% | -2.4% |
| MMM | Buy | 3M CO COMstock | $297,000 | +10.8% | 1,496 | +7.2% | 0.16% | +1.9% |
| VB | Sell | VANGUARD SMALL-CAP INDEX FUNDetf | $297,000 | +3.1% | 1,322 | -1.9% | 0.16% | -5.3% |
| AMGN | Sell | AMGEN INC COMstock | $296,000 | -3.0% | 1,218 | -0.7% | 0.16% | -11.0% |
| KIM | Sell | KIMCO RLTY CORP COMreit | $296,000 | +10.4% | 14,227 | -0.8% | 0.16% | +1.3% |
| ING | Sell | ING GROEP N.V. SPONSORED ADRadr | $291,000 | +6.2% | 22,050 | -1.7% | 0.16% | -2.5% |
| AWK | AMERICAN WTR WKS CO INC NEW COMstock | $286,000 | +2.9% | 1,860 | 0.0% | 0.16% | -5.5% | |
| ADM | Sell | ARCHER DANIELS MIDLAND CO COMstock | $284,000 | +6.0% | 4,690 | -0.5% | 0.16% | -2.5% |
| POR | PORTLAND GEN ELEC CO COM NEWstock | $282,000 | -3.1% | 6,131 | 0.0% | 0.15% | -11.0% | |
| DEO | DIAGEO PLC SPON ADR NEWadr | $280,000 | +16.7% | 1,465 | 0.0% | 0.15% | +7.0% | |
| LYFT | Sell | LYFT INC CL A COMstock | $276,000 | -10.4% | 4,570 | -6.5% | 0.15% | -18.0% |
| BAX | BAXTER INTL INC COMstock | $272,000 | -4.6% | 3,381 | 0.0% | 0.15% | -12.4% | |
| KO | Buy | COCA COLA CO COMstock | $272,000 | +6.7% | 5,039 | +4.1% | 0.15% | -2.6% |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETFetf | $263,000 | +4.8% | 2,500 | 0.0% | 0.14% | -4.0% | |
| GDX | VANECK VECTORS GOLD MINERS ETFetf | $257,000 | +4.5% | 7,575 | 0.0% | 0.14% | -4.1% | |
| CMCSA | Sell | COMCAST CORP NEW CL Astock | $254,000 | +2.8% | 4,470 | -2.2% | 0.14% | -5.4% |
| ARKW | New | ARK NEXT GENERATION INTERNET ETFetf | $251,000 | – | 1,634 | +100.0% | 0.14% | – |
| AQN | Sell | ALGONQUIN PWR UTILS CORP COMstock | $249,000 | -6.4% | 16,782 | -0.3% | 0.14% | -13.9% |
| VSS | Buy | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUNDetf | $247,000 | +6.5% | 1,811 | +0.2% | 0.14% | -2.2% |
| JBLU | Buy | JETBLUE AWYS CORP COMstock | $247,000 | -16.6% | 14,742 | +1.0% | 0.14% | -23.3% |
| EW | New | EDWARDS LIFESCIENCES CORP COMstock | $245,000 | – | 2,371 | +100.0% | 0.13% | – |
| BCE | Buy | BCE INC COM NEWstock | $229,000 | +12.8% | 4,650 | +3.3% | 0.12% | +3.3% |
| SCHA | SCHWAB U.S. SMALL-CAP ETFetf | $228,000 | +4.6% | 2,190 | 0.0% | 0.12% | -4.6% | |
| ATRS | Sell | ANTARES PHARMA INC COMstock | $222,000 | +5.7% | 51,045 | -0.3% | 0.12% | -3.2% |
| TXN | TEXAS INSTRS INC COMstock | $219,000 | +1.9% | 1,139 | 0.0% | 0.12% | -7.0% | |
| QID | Sell | PROSHARES ULTRASHORT QQQetf | $216,000 | -29.6% | 10,485 | -11.0% | 0.12% | -35.5% |
| CVS | New | CVS HEALTH CORP COMstock | $217,000 | – | 2,610 | +100.0% | 0.12% | – |
| VXUS | Buy | VANGUARD TOTAL INTERNATIONAL STOCK ETFetf | $216,000 | +5.9% | 3,291 | +0.8% | 0.12% | -2.5% |
| DELL | New | DELL TECHNOLOGIES INC CL Cstock | $211,000 | – | 2,124 | +100.0% | 0.12% | – |
| V | New | VISA INC COM CL Astock | $211,000 | – | 905 | +100.0% | 0.12% | – |
| BDX | Sell | BECTON DICKINSON & CO COMstock | $209,000 | -0.9% | 863 | -0.6% | 0.11% | -8.8% |
| VBR | Sell | VANGUARD SMALL-CAP VALUE INDEX FUNDetf | $209,000 | +3.5% | 1,206 | -1.4% | 0.11% | -5.0% |
| SLB | New | SCHLUMBERGER LTD COM STKstock | $204,000 | – | 6,375 | +100.0% | 0.11% | – |
| PEG | PUBLIC SVC ENTERPRISE GRP INC COMstock | $203,000 | -0.5% | 3,400 | 0.0% | 0.11% | -8.3% | |
| SPDN | Buy | DIREXION DAILY S&P 500 BEAR 1X SHARESetf | $204,000 | -2.9% | 12,950 | +6.1% | 0.11% | -11.2% |
| DNP | Buy | DNP SELECT INCOME FD INC COMcef | $162,000 | +10.2% | 15,548 | +4.0% | 0.09% | +1.1% |
| SRTY | New | PROSHARES ULTRAPRO SHORT RUSSELL2000etf | $157,000 | – | 17,500 | +100.0% | 0.09% | – |
| SQQQ | New | PROSHARES ULTRAPRO SHORT QQQetf | $131,000 | – | 14,350 | +100.0% | 0.07% | – |
| CDTX | Buy | CIDARA THERAPEUTICS INC COMstock | $105,000 | -16.7% | 52,100 | +9.6% | 0.06% | -24.0% |
| AUY | YAMANA GOLD INC COMstock | $95,000 | -3.1% | 22,600 | 0.0% | 0.05% | -10.3% | |
| SNOW | Exit | SNOWFLAKE INC CL Astock | $0 | – | -926 | -100.0% | -0.13% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-07-20
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | 13 | Q3 2023 | 18.8% |
| APPLE INC COM | 13 | Q3 2023 | 9.5% |
| LOCKHEED MARTIN CORP COM | 13 | Q3 2023 | 4.5% |
| AMAZON COM INC COM | 13 | Q3 2023 | 3.5% |
| EXXON MOBIL CORP COM | 13 | Q3 2023 | 3.8% |
| MICROSOFT CORP COM | 13 | Q3 2023 | 2.2% |
| DISNEY WALT CO COM DISNEY | 13 | Q3 2023 | 2.4% |
| VERIZON COMMUNICATIONS INC COM | 13 | Q3 2023 | 2.9% |
| CISCO SYS INC COM | 13 | Q3 2023 | 1.7% |
| AMERICAN ELEC PWR CO INC COM | 13 | Q3 2023 | 1.7% |
View JEPPSON WEALTH MANAGEMENT, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-17 |
| 13F-HR | 2024-01-11 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-07-31 |
| 13F-HR | 2023-04-28 |
| 13F-HR | 2023-01-27 |
| 13F-HR | 2022-10-20 |
| 13F-HR | 2022-08-03 |
| 13F-HR | 2022-04-27 |
| 13F-HR | 2022-01-19 |
View JEPPSON WEALTH MANAGEMENT, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.