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Jeppson Wealth Management, LLC

All holdings · as of Dec 31, 2025

225 positions

CompanyClassValueShares% of portfolio
AUTOMATIC DATA PROCESSING INC$669.1K2,6010.2%
Union Pacific Corp$658.8K2,8480.2%
NEXTERA ENERGY INC$649.2K8,0860.2%
ING GROEP N.V. SPONSORED ADR$646.1K23,0750.2%
Visa Inc$636.2K1,8140.2%
DOVER Corp$605.8K3,1030.2%
COCA COLA CO$605.2K8,6570.2%
MICRON TECHNOLOGY INC$596.2K2,0890.2%
ILLINOIS TOOL WORKS INC$576.3K2,3400.2%
GLOBAL X SILVER MINERS ETF$541.0K6,4780.2%
Energy Transfer LPETMLP$538.9K32,6810.2%
Evergy, Inc.$538.6K7,4300.2%
Salesforce Inc$537.0K2,0270.2%
3M CO$535.5K3,3450.2%
STARBUCKS CORP$535.3K6,3570.2%
BARRICK MNG CORP COM SHS$532.3K12,2230.2%
TARGET CORP$531.1K5,4330.2%
VANECK GOLD MINERS ETF$523.2K6,1000.2%
NATIONAL GRID PLC SPONSORED ADR NE$514.1K6,6460.2%
Sabra Health Care REIT, Inc.$508.9K26,8700.2%
DARDEN RESTAURANTS INC$507.3K2,7570.2%
ISHARES TIPS BOND ETF$498.0K4,5310.2%
ADOBE INC.$489.3K1,3980.2%
WILLIAMS SONOMA INC$479.2K2,6830.2%
SCHWAB U.S. BROAD MARKET ETF$464.6K17,7140.1%
VANGUARD DIVIDEND APPRECIATION ETF$463.1K2,1070.1%
DOW INC.$462.8K19,7950.1%
CHEESECAKE FACTORY INC$460.3K9,1180.1%
VORNADO REALTY TRUST$459.3K13,8020.1%
GENERAL ELECTRIC CO$453.4K1,4720.1%
Palantir Technologies Inc$449.9K2,5310.1%
NUCOR CORP$446.6K2,7380.1%
NorthWestern Energy Group, Inc.$442.6K6,8570.1%
ENTERPRISE PRODUCTS PARTNERS L.P.EPDMLP$439.2K13,6990.1%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$436.7K1,4370.1%
Newmont Corp$433.7K4,3430.1%
Coinbase Global, Inc.$424.7K1,8780.1%
SCHWAB U.S. SMALL-CAP ETF$421.3K14,7920.1%
GENERAL DYNAMICS CORP$414.4K1,2310.1%
WASTE MANAGEMENT INC$411.7K1,8740.1%
VANGUARD FTSE EMERGING MARKETS ETF$406.3K7,5580.1%
PAYCHEX INC$406.0K3,6190.1%
Medtronic plc$398.8K4,1520.1%
CONSTELLATION BRANDS, INC.$394.0K2,8560.1%
VANGUARD SMALL-CAP GROWTH ETF$388.9K1,2870.1%
UNITEDHEALTH GROUP INC$387.9K1,1750.1%
CONAGRA BRANDS INC.$384.7K22,2270.1%
ISHARES MSCI EMERGING MARKETS ETF$370.1K6,7650.1%
HONEYWELL INTERNATIONAL INC$369.5K1,8940.1%
Expedia Group Inc$366.3K1,2930.1%
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