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MICHELLE ELDRIDGE

@Jeppson Wealth Management, Llc

Latest period2024 - Q3ReportedManaged Assets$279.159MTotal holdings205
Assets growth rate6.5%Assets growth rate (2-Q avg)4.1%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Jeppson Wealth Management, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 205 positions.

Assets under management

The assets under management (AUM) of Jeppson Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 279.159M in assets, with a quarterly growth rate of 6.5% and a 2-quarter average growth rate of 4.1%. The portfolio is managed by MICHELLE ELDRIDGE, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc Com
Recent Activity
Decreased -0.4%
8.34%
$23.272M
99,881 shares@ $233.01 avg price
STIPIshares 0-5 Year Tips Bond Etf
Recent Activity
Decreased -0.31%
6.69%
$18.67M
184,270 shares@ $101.32 avg price
LMTLockheed Martin Corp Com
Recent Activity
Decreased -1.95%
4.51%
$12.578M
21,517 shares@ $584.57 avg price
NVDANvidia Corporation Com
Recent Activity
Increased 0.43%
3.78%
$10.536M
86,758 shares@ $121.45 avg price
VTIPVanguard Short-term Inflation-protected Securities Etf
Recent Activity
Increased 0.64%
2.96%
$8.246M
167,219 shares@ $49.32 avg price
XOMExxon Mobil Corp Com
Recent Activity
Decreased -0.8%
2.28%
$6.362M
54,272 shares@ $117.23 avg price
MSFTMicrosoft Corp Com
Recent Activity
Decreased -0.91%
2.15%
$6M
13,945 shares@ $430.3 avg price
AMZNAmazon Com Inc Com
Recent Activity
Decreased -0.45%
2%
$5.577M
29,930 shares@ $186.34 avg price
ORCLOracle Corp Com
Recent Activity
Decreased -0.01%
1.71%
$4.749M
27,869 shares@ $170.41 avg price
LLYEli Lilly & Co Com
Recent Activity
Decreased -1.54%
1.7%
$4.742M
5,353 shares@ $885.95 avg price