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Jeppson Wealth Management, LLC

All holdings · as of Dec 31, 2025

225 positions

CompanyClassValueShares% of portfolio
Apple Inc.$26.26M96,5918.3%
iShares MSCI UAE ETF$17.49M170,8035.5%
NVIDIA Corp$15.21M81,5694.8%
LOCKHEED MARTIN CORP$10.09M20,8593.2%
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF$8.89M179,6872.8%
Amazon.com Inc$6.66M28,8332.1%
MICROSOFT CORP$6.56M13,5652.1%
EXXON MOBIL CORP$6.42M53,3892.0%
Alphabet Inc.$5.83M18,5661.8%
Walt Disney Co$5.44M47,8371.7%
ORACLE CORP$4.93M25,3041.6%
AT&T INC.$4.85M195,0681.5%
Broadcom Inc.$4.56M13,1721.4%
ELI LILLY & Co$4.50M4,1831.4%
CISCO SYSTEMS, INC.$4.42M57,3921.4%
AMERICAN ELECTRIC POWER CO INC$4.13M35,7751.3%
JPMORGAN CHASE & CO$4.05M12,5761.3%
SHOPIFY INC CL A SUB VTG SHS$3.89M24,1411.2%
VERIZON COMMUNICATIONS INC$3.78M92,8981.2%
RTX Corp$3.59M19,5701.1%
WHEATON PRECIOUS METALS CORP COM$3.17M26,9341.0%
Walmart Inc.$3.14M28,1841.0%
SPDR GOLD SHARES$3.07M7,7561.0%
BANK OF AMERICA CORP /DE$2.96M53,8300.9%
JOHNSON & JOHNSON$2.94M14,2010.9%
Alphabet Inc.$2.90M9,2530.9%
Meta Platforms Inc$2.73M4,1360.9%
QUALCOMM INC/DE$2.72M15,8730.9%
KINDER MORGAN, INC.$2.68M97,6390.8%
FREEPORT-MCMORAN INC$2.68M52,8030.8%
CARDINAL HEALTH INC$2.60M12,6690.8%
CHEVRON CORP$2.42M15,8520.8%
RIO TINTO PLC SPONSORED ADR$2.35M29,3570.7%
AbbVie Inc.$2.31M10,0980.7%
GILEAD SCIENCES, INC.$2.31M18,7810.7%
OMEGA HEALTHCARE INVESTORS INC$2.28M51,5210.7%
WELLS FARGO & COMPANY/MN$2.26M24,3000.7%
Palo Alto Networks Inc$2.14M11,6100.7%
Merck & Co., Inc.$2.12M20,1360.7%
PROCTER & GAMBLE Co$2.02M14,0860.6%
INTERNATIONAL BUSINESS MACHINES CORP$2.01M6,8000.6%
Sempra$2.01M22,7700.6%
Simon Property Group Inc$1.94M10,4540.6%
SCHWAB CHARLES CORP$1.88M18,8180.6%
Duke Energy Corp$1.83M15,6180.6%
Tesla Inc$1.75M3,9010.6%
ABBOTT LABORATORIES$1.66M13,2880.5%
Welltower, Inc.$1.66M8,9380.5%
VANGUARD SMALL-CAP ETF$1.64M6,3430.5%
VANGUARD GROWTH ETF$1.59M3,2550.5%
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