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JEPPSON WEALTH MANAGEMENT, LLC
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Back to JEPPSON WEALTH MANAGEMENT, LLC
JW
Jeppson Wealth Management, LLC
All holdings · as of Dec 31, 2025
225 positions
All types
Company
▲
▼
Class
Value
▲
▼
Shares
▲
▼
% of portfolio
▲
▼
Apple Inc.
—
$26.26M
96,591
8.3%
iShares MSCI UAE ETF
—
$17.49M
170,803
5.5%
NVIDIA Corp
—
$15.21M
81,569
4.8%
LOCKHEED MARTIN CORP
—
$10.09M
20,859
3.2%
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
—
$8.89M
179,687
2.8%
Amazon.com Inc
—
$6.66M
28,833
2.1%
MICROSOFT CORP
—
$6.56M
13,565
2.1%
EXXON MOBIL CORP
—
$6.42M
53,389
2.0%
Alphabet Inc.
—
$5.83M
18,566
1.8%
Walt Disney Co
—
$5.44M
47,837
1.7%
ORACLE CORP
—
$4.93M
25,304
1.6%
AT&T INC.
—
$4.85M
195,068
1.5%
Broadcom Inc.
—
$4.56M
13,172
1.4%
ELI LILLY & Co
—
$4.50M
4,183
1.4%
CISCO SYSTEMS, INC.
—
$4.42M
57,392
1.4%
AMERICAN ELECTRIC POWER CO INC
—
$4.13M
35,775
1.3%
JPMORGAN CHASE & CO
—
$4.05M
12,576
1.3%
SHOPIFY INC CL A SUB VTG SHS
—
$3.89M
24,141
1.2%
VERIZON COMMUNICATIONS INC
—
$3.78M
92,898
1.2%
RTX Corp
—
$3.59M
19,570
1.1%
WHEATON PRECIOUS METALS CORP COM
—
$3.17M
26,934
1.0%
Walmart Inc.
—
$3.14M
28,184
1.0%
SPDR GOLD SHARES
—
$3.07M
7,756
1.0%
BANK OF AMERICA CORP /DE
—
$2.96M
53,830
0.9%
JOHNSON & JOHNSON
—
$2.94M
14,201
0.9%
Alphabet Inc.
—
$2.90M
9,253
0.9%
Meta Platforms Inc
—
$2.73M
4,136
0.9%
QUALCOMM INC/DE
—
$2.72M
15,873
0.9%
KINDER MORGAN, INC.
—
$2.68M
97,639
0.8%
FREEPORT-MCMORAN INC
—
$2.68M
52,803
0.8%
CARDINAL HEALTH INC
—
$2.60M
12,669
0.8%
CHEVRON CORP
—
$2.42M
15,852
0.8%
RIO TINTO PLC SPONSORED ADR
—
$2.35M
29,357
0.7%
AbbVie Inc.
—
$2.31M
10,098
0.7%
GILEAD SCIENCES, INC.
—
$2.31M
18,781
0.7%
OMEGA HEALTHCARE INVESTORS INC
—
$2.28M
51,521
0.7%
WELLS FARGO & COMPANY/MN
—
$2.26M
24,300
0.7%
Palo Alto Networks Inc
—
$2.14M
11,610
0.7%
Merck & Co., Inc.
—
$2.12M
20,136
0.7%
PROCTER & GAMBLE Co
—
$2.02M
14,086
0.6%
INTERNATIONAL BUSINESS MACHINES CORP
—
$2.01M
6,800
0.6%
Sempra
—
$2.01M
22,770
0.6%
Simon Property Group Inc
—
$1.94M
10,454
0.6%
SCHWAB CHARLES CORP
—
$1.88M
18,818
0.6%
Duke Energy Corp
—
$1.83M
15,618
0.6%
Tesla Inc
—
$1.75M
3,901
0.6%
ABBOTT LABORATORIES
—
$1.66M
13,288
0.5%
Welltower, Inc.
—
$1.66M
8,938
0.5%
VANGUARD SMALL-CAP ETF
—
$1.64M
6,343
0.5%
VANGUARD GROWTH ETF
—
$1.59M
3,255
0.5%
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