Holdings

Jeppson Wealth Management, LLC

As of Jun 30, 2026, Jeppson Wealth Management, LLC reported 199 positions worth US$283M. Largest: Apple Inc, Nvidia Corporation and Lockheed Martin Corporation. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Apple Inc94,969US$27.5M−1,360Jun 30, 2026
Nvidia Corporation78,312US$15.7M−1,545Jun 30, 2026
Lockheed Martin Corporation19,224US$9.79M−419Jun 30, 2026
Alphabet Inc (google) Class C25,576US$9.14M−960Jun 30, 2026
Amazon.com, Inc.27,790US$6.62M−780Jun 30, 2026
Cisco Systems, Inc.55,919US$6.57M−648Jun 30, 2026
Microsoft Corp.13,958US$5.21M−9Jun 30, 2026
Broadcom Inc.12,825US$4.84M−19Jun 30, 2026
American Electric Power Company, Inc.34,666US$4.74M−194Jun 30, 2026
Walt Disney Company (the)48,121US$4.63M+407Jun 30, 2026