JEPPSON WEALTH MANAGEMENT, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 5, 2024
Value $
$279M
Signature - Title
Michelle Eldridge - CHIEF COMPLIANCE OFFICER
Location
Manhattan Beach, CA
Summary
This page shows a list of all the recent 13F filings made by JEPPSON WEALTH MANAGEMENT, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. JEPPSON WEALTH MANAGEMENT, LLC reported 205 stock holdings with total value $279M as of Q3 2024. Top holdings included AAPL, STIP, LMT, NVDA, and VTIP.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 205 $279M +$5.01M -$3.66M +$1.35M AAPL, STIP, LMT, NVDA, VTIP 13F-HR 11/4/2024, 05:41 PM
Q2 2024 205 $262M +$13.4M -$5.65M +$7.71M AAPL, STIP, NVDA, LMT, VTIP 13F-HR 8/5/2024, 03:08 PM
Q1 2024 208 $258M +$7.2M -$5.61M +$1.59M STIP, AAPL, LMT, VTIP, NVDA 13F-HR 4/17/2024, 04:43 PM
Q4 2023 203 $242M +$14.6M -$9.96M +$4.69M AAPL, STIP, LMT, VTIP, XOM 13F-HR 1/11/2024, 01:43 PM
Q3 2023 183 $218M +$7.73M -$9.17M -$1.44M STIP, AAPL, LMT, XOM, VTIP 13F-HR 10/25/2023, 02:29 PM
Q2 2023 192 $230M +$6.51M -$14.3M -$7.8M STIP, AAPL, LMT, XOM, MSFT 13F-HR 7/31/2023, 01:17 PM
Q1 2023 199 $230M +$3.54M -$21.7M -$18.2M STIP, AAPL, LMT, XOM, VTIP 13F-HR 4/27/2023, 05:36 PM
Q4 2022 206 $238M +$23.3M -$23.4M -$64.1K STIP, AAPL, VTIP, LMT, XOM 13F-HR 1/27/2023, 02:40 PM
Q3 2022 193 $221M +$17.5M -$11M +$6.52M VTIP, STIP, AAPL, LMT, XOM 13F-HR 10/20/2022, 04:22 PM
Q2 2022 192 $233M +$64.3M -$17.4M +$47M VTIP, STIP, AAPL, LMT, XOM 13F-HR 8/2/2022, 06:29 PM
Q1 2022 171 $214M +$21.3M -$14.5M +$6.79M VTIP, AAPL, STIP, LMT, SCHP 13F-HR 4/27/2022, 11:43 AM
Q4 2021 159 $207M +$18.6M -$14.1M +$4.48M VTIP, AAPL, SCHP, LMT, TIP 13F-HR 1/19/2022, 05:09 PM
Q3 2021 155 $192M +$12.8M -$1.01M +$11.8M VTIP, AAPL, LMT, TIP, AMZN 13F-HR 11/17/2021, 11:23 AM
Q2 2021 150 $183M +$7.16M -$2.5M +$4.66M VTIP, AAPL, LMT, TIP, AMZN 13F-HR 7/20/2021, 04:20 PM
Q1 2021 139 $168M +$17.3M -$7.24M +$10.1M VTIP, AAPL, LMT, TIP, SCHP 13F-HR 5/19/2021, 03:45 PM
Q4 2020 136 $150M +$28.9M -$16.7M +$12.3M VTIP, AAPL, SCHP, LMT, TIP 13F-HR 3/5/2021, 03:50 PM
Q3 2020 508 $128M $0 $0 AAPL, VTIP, LMT, AMZN, MSFT 13F-HR 11/19/2020, 04:42 PM