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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
SNOWSnowflake Inc Cl A
Recent Activity
Exited
0%
$400,947
2,968 shares@ $135.09 avg price
MRNAModerna Inc Com
Recent Activity
Exited
0%
$266,950
2,248 shares@ $118.75 avg price
VYMVanguard High Dividend Yield Index Etf
Recent Activity
Exited
0%
$217,987
1,838 shares@ $118.61 avg price
NTRNutrien Ltd Com
Recent Activity
Exited
0%
$216,062
4,244 shares@ $50.91 avg price
CRWDCrowdstrike Hldgs Inc Cl A
Recent Activity
Exited
0%
$203,857
532 shares@ $383.19 avg price
EWEdwards Lifesciences Corp Com
Recent Activity
Exited
0%
$201,644
2,183 shares@ $92.38 avg price
7434⤦Proshares Ultrapro Short Qqq
Recent Activity
Exited
0%
$88,182
10,650 shares@ $8.28 avg price
RZLTRezolute Inc Com New
Recent Activity
Exited
0%
$45,193
10,510 shares@ $4.3 avg price
TEFTelefonica S A Sponsored Adr
Recent Activity
Exited
0%
$44,365
10,538 shares@ $4.22 avg price
0436⤦Ascent Solar Technologies Inc Com New
Recent Activity
Exited
0%
$1,420
13,600 shares@ $0.11 avg price