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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
VZVerizon Communications Inc Com
Recent Activity
Decreased -0.8%
1.36%
$3.786M
84,299 shares@ $44.91 avg price
GOOGAlphabet Inc Cap Stk Cl C
Recent Activity
Decreased -0.17%
1.15%
$3.196M
19,114 shares@ $167.2 avg price
JPMJpmorgan Chase & Co. Com
Recent Activity
Decreased -0.27%
1.08%
$3.013M
14,288 shares@ $210.87 avg price
MRKMerck & Co Inc Com
Recent Activity
Decreased -0.22%
0.97%
$2.693M
23,716 shares@ $113.56 avg price
QCOMQualcomm Inc Com
Recent Activity
Decreased -0.22%
0.95%
$2.628M
15,455 shares@ $170.06 avg price
PGProcter And Gamble Co Com
Recent Activity
Decreased -1.84%
0.91%
$2.538M
14,653 shares@ $173.2 avg price
RTXRtx Corporation Com
Recent Activity
Decreased -0.08%
0.9%
$2.503M
20,661 shares@ $121.17 avg price
WMTWalmart Inc Com
Recent Activity
Decreased -0.85%
0.86%
$2.376M
29,426 shares@ $80.76 avg price
CVXChevron Corp New Com
Recent Activity
Decreased -1.8%
0.85%
$2.365M
16,056 shares@ $147.27 avg price
KHCKraft Heinz Co Com
Recent Activity
Decreased -1.28%
0.84%
$2.323M
66,158 shares@ $35.12 avg price