$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 - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CLX | New | CLOROX CO DEL COMstock | $749,000 | – | 4,165 | +100.0% | 0.41% | – |
| CPB | New | CAMPBELL SOUP CO COMstock | $332,000 | – | 7,299 | +100.0% | 0.18% | – |
| PAAS | New | PAN AMERN SILVER CORP COMstock | $324,000 | – | 11,359 | +100.0% | 0.18% | – |
| MELI | New | MERCADOLIBRE INC COMstock | $306,000 | – | 197 | +100.0% | 0.17% | – |
| ARKW | New | ARK NEXT GENERATION INTERNET ETFetf | $251,000 | – | 1,634 | +100.0% | 0.14% | – |
| EW | New | EDWARDS LIFESCIENCES CORP COMstock | $245,000 | – | 2,371 | +100.0% | 0.13% | – |
| CVS | New | CVS HEALTH CORP COMstock | $217,000 | – | 2,610 | +100.0% | 0.12% | – |
| 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% | – |
| SLB | New | SCHLUMBERGER LTD COM STKstock | $204,000 | – | 6,375 | +100.0% | 0.11% | – |
| 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% | – |
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.