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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
RTXRtx Corporation Com
Recent Activity
Decreased -0.08%
0.9%
$2.503M
20,661 shares@ $121.17 avg price
OXYOccidental Pete Corp Com
Recent Activity
Increased 3.29%
0.86%
$2.383M
46,238 shares@ $51.54 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
METAMeta Platforms Inc Cl A
Recent Activity
Increased 0.67%
0.85%
$2.352M
4,109 shares@ $572.46 avg price
KHCKraft Heinz Co Com
Recent Activity
Decreased -1.28%
0.84%
$2.323M
66,158 shares@ $35.12 avg price
JNJJohnson & Johnson Com
Recent Activity
Decreased -0.19%
0.82%
$2.278M
14,055 shares@ $162.07 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
OHIOmega Healthcare Invs Inc Com
Recent Activity
Decreased -1.14%
0.77%
$2.141M
52,608 shares@ $40.7 avg price