Jeppson Wealth Management, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| SCHWAB U.S. BROAD MARKET ETF | $464.6K | 0.1% |
| WILLIAMS SONOMA INC | $479.2K | 0.2% |
| ADOBE INC. | $489.3K | 0.2% |
| ISHARES TIPS BOND ETF | $498.0K | 0.2% |
| DARDEN RESTAURANTS INC | $507.3K | 0.2% |
| Sabra Health Care REIT, Inc. | $508.9K | 0.2% |
| NATIONAL GRID PLC SPONSORED ADR NE | $514.1K | 0.2% |
| VANECK GOLD MINERS ETF | $523.2K | 0.2% |
| TARGET CORP | $531.1K | 0.2% |
| BARRICK MNG CORP COM SHS | $532.3K | 0.2% |
| STARBUCKS CORP | $535.3K | 0.2% |
| 3M CO | $535.5K | 0.2% |
| Salesforce Inc | $537.0K | 0.2% |
| Evergy, Inc. | $538.6K | 0.2% |
| Energy Transfer LPET | $538.9K | 0.2% |
| GLOBAL X SILVER MINERS ETF | $541.0K | 0.2% |
| ILLINOIS TOOL WORKS INC | $576.3K | 0.2% |
| MICRON TECHNOLOGY INC | $596.2K | 0.2% |
| COCA COLA CO | $605.2K | 0.2% |
| DOVER Corp | $605.8K | 0.2% |
| Visa Inc | $636.2K | 0.2% |
| ING GROEP N.V. SPONSORED ADR | $646.1K | 0.2% |
| NEXTERA ENERGY INC | $649.2K | 0.2% |
| Union Pacific Corp | $658.8K | 0.2% |
| AUTOMATIC DATA PROCESSING INC | $669.1K | 0.2% |
| Consolidated Edison Inc | $673.4K | 0.2% |
| ALERIAN MLP ETF | $676.5K | 0.2% |
| FEDERAL REALTY INVESTMENT TRUST | $678.8K | 0.2% |
| TRAVELERS COMPANIES, INC. | $687.4K | 0.2% |
| EMERSON ELECTRIC CO | $693.3K | 0.2% |
| Alibaba Group Holding LtdBABA | $727.5K | 0.2% |
| GENERAL MILLS INC | $734.2K | 0.2% |
| REALTY INCOME CORP | $741.6K | 0.2% |
| BERKSHIRE HATHAWAY INC DEL CL A | $754.8K | 0.2% |
| TYSON FOODS INC | $759.3K | 0.2% |
| INTEL CORP | $783.6K | 0.2% |
| STAG Industrial, Inc. | $822.3K | 0.3% |
| NOVARTIS AG SPONSORED ADR | $832.5K | 0.3% |
| SOUTHERN COPPER CORPSCCO | $840.6K | 0.3% |
| Kraft Heinz Co | $846.1K | 0.3% |
| ROYAL CARIBBEAN CRUISES LTD | $865.2K | 0.3% |
| DOMINION ENERGY, INC | $885.5K | 0.3% |
| CITIGROUP INC | $886.6K | 0.3% |
| CATERPILLAR INC | $888.5K | 0.3% |
| ALLSTATE CORP | $912.3K | 0.3% |
| Kayne Anderson Energy Infrastructure Fund, Inc.KYN | $942.0K | 0.3% |
| MCDONALD'S CORP | $944.1K | 0.3% |
| Netflix Inc | $945.2K | 0.3% |
| Bank of New York Mellon Corp/The | $980.8K | 0.3% |
| BHP Group LtdBHP | $989.2K | 0.3% |