HoldingsChannel.com
Jeppson Wealth Management LLC Top Holdings
As of  12/31/2022, below is a summary of the Jeppson Wealth Management LLC top holdings by largest position size, as per the latest 13f filing made by Jeppson Wealth Management LLC. In the Jeppson Wealth Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Jeppson Wealth Management LLC in that top holding, then the share count change between reporting periods, and finally the Jeppson Wealth Management LLC top holding position size for that row.

   EntityAmountChange
 09/30/2022 to 12/31/2022
Position Size
($ in 1000's)
ISHARES 0 5 YEAR TIPS BOND ETF (STIP) 279,188 +117,773 $27,070
     STIP279,188+117,773$27,070
APPLE INC COM 110,732 +259 $14,387
     AAPL110,732+259$14,387
VANGUARD SHORT TERM INFLATION PROTECTED SECURITIES ETF (VTIP) 292,766 -224,002 $13,675
     VTIP292,766-224,002$13,675
LOCKHEED MARTIN CORP COM 21,651 -556 $10,533
     LMT21,651-556$10,533
EXXON MOBIL CORP COM 75,873 -16,779 $8,369
     XOM75,873-16,779$8,369
AT&T INC COM 231,185 +68,459 $4,256
     T231,185+68,459$4,256
MICROSOFT CORP COM 16,229 +109 $3,892
     MSFT16,229+109$3,892
CHEVRON CORP NEW COM 20,750 -4,935 $3,724
     CVX20,750-4,935$3,724
DISNEY WALT CO COM 40,174 +1,061 $3,490
     DIS40,174+1,061$3,490
AMERICAN ELEC PWR CO INC COM 36,467 +1,293 $3,463
     AEP36,467+1,293$3,463
PFIZER INC COM 61,285 -164 $3,140
     PFE61,285-164$3,140
KRAFT HEINZ CO COM 77,058 -2,491 $3,137
     KHC77,058-2,491$3,137
LILLY ELI & CO COM 8,482 -295 $3,103
     LLY8,482-295$3,103
VERIZON COMMUNICATIONS INC COM 74,490 -37,762 $2,935
     VZ74,490-37,762$2,935
CISCO SYS INC COM 61,278 +1,451 $2,919
     CSCO61,278+1,451$2,919
MERCK & CO INC COM 24,661 -168 $2,736
     MRK24,661-168$2,736
AMAZON COM INC COM 32,214 +2,565 $2,706
     AMZN32,214+2,565$2,706
OCCIDENTAL PETE CORP COM 42,278 -2,206 $2,663
     OXY42,278-2,206$2,663
ORACLE CORP COM 31,969 +3,191 $2,613
     ORCL31,969+3,191$2,613
PROCTER AND GAMBLE CO COM 16,212 -130 $2,457
     PG16,212-130$2,457
JOHNSON & JOHNSON COM 13,849 -321 $2,446
     JNJ13,849-321$2,446
CONOCOPHILLIPS COM 18,641 -238 $2,200
     COP18,641-238$2,200
ALPHABET INC CAP STK CL C 24,558 -56 $2,179
     GOOG24,558-56$2,179
JPMORGAN CHASE & CO COM 15,903 -684 $2,133
     JPM15,903-684$2,133
RAYTHEON TECHNOLOGIES CORP COM 19,560 +1,543 $1,974
     RTX19,560+1,543$1,974
BANK AMERICA CORP COM 59,235 +679 $1,962
     BAC59,235+679$1,962
NVIDIA CORPORATION COM 12,394 -101 $1,811
     NVDA12,394-101$1,811
SPDR S&P DIVIDEND ETF (SDY) 14,317 -2,041 $1,791
     SDY14,317-2,041$1,791
QUALCOMM INC COM 15,609 -1,485 $1,716
     QCOM15,609-1,485$1,716
GENERAL MLS INC COM 19,939 -50 $1,672
     GIS19,939-50$1,672
GILEAD SCIENCES INC COM 18,718 -413 $1,607
     GILD18,718-413$1,607
DOW INC COM 31,524 -1,622 $1,588
     DOW31,524-1,622$1,588
PEPSICO INC COM 8,768 -175 $1,584
     PEP8,768-175$1,584
ABBOTT LABS COM 14,082 -2,257 $1,546
     ABT14,082-2,257$1,546
BHP GROUP LTD SPONSORED ADS 24,406 +1,072 $1,514
     BHP24,406+1,072$1,514
ABBVIE INC COM 9,343 +1,158 $1,510
     ABBV9,343+1,158$1,510
OMEGA HEALTHCARE INVS INC COM 53,348 +2,680 $1,491
     OHI53,348+2,680$1,491
DUKE ENERGY CORP NEW COM NEW 14,324 +2,062 $1,475
     DUK14,324+2,062$1,475
WALMART INC COM 10,025 UNCH $1,421
     WMT10,025UNCH$1,421
SEMPRA COM 8,987 +650 $1,389
     SRE8,987+650$1,389
KIMBERLY CLARK CORP COM 9,948 -790 $1,350
     KMB9,948-790$1,350
NORTHROP GRUMMAN CORP COM 2,425 -5 $1,323
     NOC2,425-5$1,323
SIMON PPTY GROUP INC NEW COM 11,069 +430 $1,300
     SPG11,069+430$1,300
BRISTOL MYERS SQUIBB CO COM 17,162 -50 $1,235
     BMY17,162-50$1,235
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF (NOBL) 13,510 -1,918 $1,216
     NOBL13,510-1,918$1,216
KINDER MORGAN INC DEL COM 64,654 +3,812 $1,169
     KMI64,654+3,812$1,169
PHILLIPS 66 COM 10,947 -325 $1,139
     PSX10,947-325$1,139
WELLS FARGO CO NEW COM 27,573 +1,640 $1,138
     WFC27,573+1,640$1,138
CARDINAL HEALTH INC COM 14,306 +1,602 $1,100
     CAH14,306+1,602$1,100
RIO TINTO PLC SPONSORED ADR 15,435 -1,046 $1,099
     RIO15,435-1,046$1,099

See Full List: All Stocks Held By Jeppson Wealth Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Jeppson Wealth Management LLC

Size ($ in 1000's)
At 12/31/2022: $237,781
At 09/30/2022: $220,573

Jeppson Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Jeppson Wealth Management LLC 13F filings. Link to 13F filings: SEC filings

Jeppson Wealth Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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