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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
DOWDow Inc Com
Recent Activity
Increased 0.5%
0.62%
$1.707M
31,245 shares@ $54.64 avg price
SPGSimon Ppty Group Inc New Com
Recent Activity
Decreased -0.05%
0.61%
$1.678M
9,930 shares@ $169.03 avg price
GILDGilead Sciences Inc Com
Recent Activity
Decreased -0.29%
0.6%
$1.671M
19,929 shares@ $83.84 avg price
COPConocophillips Com
Recent Activity
Decreased -0.22%
0.58%
$1.618M
15,371 shares@ $105.29 avg price
SDYSpdr S&p Dividend Etf
Recent Activity
Decreased -3.38%
0.57%
$1.582M
11,140 shares@ $142.05 avg price
ABTAbbott Labs Com
Recent Activity
Decreased -0.07%
0.57%
$1.577M
13,833 shares@ $114.01 avg price
IBMInternational Business Machs Com
Recent Activity
Decreased -1.25%
0.57%
$1.57M
7,102 shares@ $221.08 avg price
SOSouthern Co Com
Recent Activity
Decreased -0.02%
0.56%
$1.559M
17,292 shares@ $90.19 avg price
VUGVanguard Growth Etf
Recent Activity
Increased 0.1%
0.56%
$1.557M
4,055 shares@ $383.97 avg price
GOOGLAlphabet Inc Cap Stk Cl A
Recent Activity
Decreased -0.25%
0.55%
$1.52M
9,163 shares@ $165.86 avg price