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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
BACBank America Corp Com
Recent Activity
Decreased -0.28%
0.77%
$2.139M
53,907 shares@ $39.69 avg price
KMIKinder Morgan Inc Del Com
Recent Activity
Decreased -1.63%
0.76%
$2.106M
95,333 shares@ $22.1 avg price
PANWPalo Alto Networks Inc Com
Recent Activity
Decreased -0.29%
0.74%
$2.058M
6,022 shares@ $341.81 avg price
SHOPShopify Inc Cl A
Recent Activity
Decreased -0.02%
0.74%
$2.043M
25,492 shares@ $80.15 avg price
DUKDuke Energy Corp New Com New
Recent Activity
Increased 0.63%
0.71%
$1.958M
16,981 shares@ $115.3 avg price
ABBVAbbvie Inc Com
Recent Activity
Decreased -0.89%
0.7%
$1.939M
9,821 shares@ $197.48 avg price
FCXFreeport-mcmoran Inc Cl B
Recent Activity
Decreased -0.12%
0.69%
$1.923M
38,531 shares@ $49.93 avg price
GLDSpdr Gold Shares
Recent Activity
Increased 5.37%
0.66%
$1.82M
7,486 shares@ $243.06 avg price
SRESempra Com
Recent Activity
0.63%
$1.758M
21,022 shares@ $83.64 avg price
WPMWheaton Precious Metals Corp Com
Recent Activity
Decreased -1.47%
0.63%
$1.746M
28,592 shares@ $61.08 avg price