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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
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
DISDisney Walt Co Com
Recent Activity
Increased 0.75%
1.68%
$4.682M
48,677 shares@ $96.2 avg price
CSCOCisco Sys Inc Com
Recent Activity
Increased 0.11%
1.15%
$3.185M
59,852 shares@ $53.22 avg price
OXYOccidental Pete Corp Com
Recent Activity
Increased 3.29%
0.86%
$2.383M
46,238 shares@ $51.54 avg price
METAMeta Platforms Inc Cl A
Recent Activity
Increased 0.67%
0.85%
$2.352M
4,109 shares@ $572.46 avg price
BHPBhp Group Ltd Sponsored Ads
Recent Activity
Increased 10.58%
0.8%
$2.228M
35,871 shares@ $62.12 avg price
AVGOBroadcom Inc Com
Recent Activity
Increased 910.61%
0.79%
$2.204M
12,774 shares@ $172.5 avg price
DUKDuke Energy Corp New Com New
Recent Activity
Increased 0.63%
0.71%
$1.958M
16,981 shares@ $115.3 avg price
GLDSpdr Gold Shares
Recent Activity
Increased 5.37%
0.66%
$1.82M
7,486 shares@ $243.06 avg price