JEPPSON WEALTH MANAGEMENT, LLC Q1 2025 Filing
Filed April 24, 2025
Portfolio Value
$273.2M
Holdings
206
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (206 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC COM | $21.9M |
STIPISHARES 0-5 YEAR TIPS BOND ETF | $19.0M |
LMTLOCKHEED MARTIN CORP COM | $9.9M |
NVDANVIDIA CORPORATION COM | $9.4M |
VTIPVANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $8.6M |
XOMEXXON MOBIL CORP COM | $6.6M |
AMZNAMAZON COM INC COM | $5.6M |
TAT&T INC COM | $5.5M |
MSFTMICROSOFT CORP COM | $5.3M |
DISDISNEY WALT CO COM | $4.8M |
LLYELI LILLY & CO COM | $4.1M |
BACVERIZON COMMUNICATIONS INC COM | $4.0M |
AEPAMERICAN ELEC PWR CO INC COM | $4.0M |
ORCLORACLE CORP COM | $3.8M |
CSCOCISCO SYS INC COM | $3.6M |
JPMJPMORGAN CHASE & CO. COM | $3.3M |
GOOGALPHABET INC CAP STK CL C | $3.0M |
KMIKINDER MORGAN INC DEL COM | $2.8M |
RTXRTX CORPORATION COM | $2.7M |
WMTWALMART INC COM | $2.6M |
CVXCHEVRON CORP NEW COM | $2.5M |
JNJJOHNSON & JOHNSON COM | $2.5M |
PGPROCTER AND GAMBLE CO COM | $2.5M |
QCOMQUALCOMM INC COM | $2.4M |
SHOPSHOPIFY INC CL A SUB VTG SHS | $2.4M |
METAMETA PLATFORMS INC CL A | $2.3M |
BACBANK AMERICA CORP COM | $2.2M |
AVGOBROADCOM INC COM | $2.2M |
GILDGILEAD SCIENCES INC COM | $2.2M |
OXYOCCIDENTAL PETE CORP COM | $2.2M |
GQ9SPDR GOLD SHARES | $2.2M |
WPMWHEATON PRECIOUS METALS CORP COM | $2.1M |
ABBVABBVIE INC COM | $2.1M |
MRKMERCK & CO INC COM | $2.1M |
PANWPALO ALTO NETWORKS INC COM | $2.0M |
OHIOMEGA HEALTHCARE INVS INC COM | $2.0M |
DUKDUKE ENERGY CORP NEW COM NEW | $2.0M |
FCXFREEPORT-MCMORAN INC CL B | $1.9M |
RIORIO TINTO PLC SPONSORED ADR | $1.8M |
ABTABBOTT LABS COM | $1.8M |
WFCWELLS FARGO CO NEW COM | $1.8M |
CAHCARDINAL HEALTH INC COM | $1.8M |
IBMINTERNATIONAL BUSINESS MACHS COM | $1.7M |
COPCONOCOPHILLIPS COM | $1.7M |
SRESEMPRA COM | $1.6M |
SOSOUTHERN CO COM | $1.6M |
SPGSIMON PPTY GROUP INC NEW COM | $1.5M |
SCHWSCHWAB CHARLES CORP COM | $1.5M |
KHCKRAFT HEINZ CO COM | $1.5M |
WELLWELLTOWER INC COM | $1.5M |
SDYSPDR S&P DIVIDEND ETF | $1.4M |
GOOGLALPHABET INC CAP STK CL A | $1.4M |
WPCWP CAREY INC COM | $1.4M |
VBVANGUARD SMALL-CAP ETF | $1.3M |
PSXPHILLIPS 66 COM | $1.3M |
NOCNORTHROP GRUMMAN CORP COM | $1.2M |
NDQINVESCO QQQ TRUST SERIES I | $1.2M |
ULUNILEVER PLC SPON ADR NEW | $1.2M |
UBERUBER TECHNOLOGIES INC COM | $1.2M |
CGCARLYLE GROUP INC COM | $1.2M |
VUGVANGUARD GROWTH ETF | $1.2M |
AMGNAMGEN INC COM | $1.2M |
KMBKIMBERLY-CLARK CORP COM | $1.1M |
VTIVANGUARD TOTAL STOCK MARKET ETF | $1.1M |
HDHOME DEPOT INC COM | $1.1M |
BHPBHP GROUP LTD SPONSORED ADS | $1.1M |
NNNNNN REIT INC COM | $1.1M |
MLB1MERCADOLIBRE INC COM | $1.0M |
NOBLPROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $1.0M |
TSLATESLA INC COM | $1.0M |
PEPPEPSICO INC COM | $1.0M |
COFCAPITAL ONE FINL CORP COM | $1.0M |
GISGENERAL MLS INC COM | $999K |
MCDMCDONALDS CORP COM | $965K |
KYNKAYNE ANDERSON ENERGY INFRSTR COM | $963K |
NFLXNETFLIX INC COM | $962K |
ALSALLSTATE CORP COM | $955K |
BABOEING CO COM | $917K |
BXBLACKSTONE INC COM | $906K |
BMYBRISTOL-MYERS SQUIBB CO COM | $902K |
STAGSTAG INDL INC COM | $888K |
PFEPFIZER INC COM | $839K |
EDCONSOLIDATED EDISON INC COM | $831K |
DDOMINION ENERGY INC COM | $825K |
ADPAUTOMATIC DATA PROCESSING INC COM | $809K |
BRK-BBERKSHIRE HATHAWAY INC DEL CL A | $798K |
DOWDOW INC COM | $773K |
AMLPALERIAN MLP ETF | $747K |
BKBANK NEW YORK MELLON CORP COM | $722K |
FRTFEDERAL RLTY INVT TR NEW SH BEN INT NEW | $691K |
BABAALIBABA GROUP HLDG LTD SPONSORED ADS | $679K |
CMCSACOMCAST CORP NEW CL A | $678K |
NVSNNOVARTIS AG SPONSORED ADR | $678K |
OREALTY INCOME CORP COM | $672K |
UNPUNION PAC CORP COM | $668K |
WMWASTE MGMT INC DEL COM | $666K |
RCLROYAL CARIBBEAN GROUP COM | $662K |
TRVTRAVELERS COMPANIES INC COM | $659K |
SBUXSTARBUCKS CORP COM | $645K |
VVISA INC COM CL A | $637K |
Page 1 of 3Next