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Jeppson Wealth Management, LLC

Q2 2025 Holdings

Filed 2025-07-15 | 211 holdings | $289.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Crowdstrike Hldgs Inc CL A(CRWD)Stock22788C105$322.9K6340.1%
Global X Silver Miners ETF(SIL)ETF37954Y848$323.9K6,7280.1%
Ishares Msci Emerging Markets ETF(EEM)ETF464287234$326.4K6,7650.1%
Dupont de Nemours Inc COM(DD)Stock26614N102$329.1K4,7980.1%
Palantir Technologies Inc CL A(PLTR)Stock69608A108$331.9K2,4350.1%
Take-Two Interactive Software COM(TTWO)Stock874054109$333.2K1,3720.1%
Vaneck Gold Miners ETF(GDX)ETF92189F106$335.8K6,4500.1%
Kraneshares CSI China Internet ETF(KWEB)ETF500767306$336.5K9,8010.1%
Proshares Bitcoin ETF(BITO)ETF74347G440$336.9K15,6650.1%
Vanguard Ftse All-World Ex-US Small-Cap ETF(VSS)ETF922042718$337.2K2,5090.1%
Unitedhealth Group Inc COM(UNH)Stock91324P102$340.4K1,0910.1%
Energy Transfer L P COM UT LTD PTN(ET)Stock29273V100$343.2K18,9300.1%
Archer Daniels Midland Co COM(ADM)Stock039483102$343.7K6,5110.1%
Grayscale Bitcoin Trust ETF(GBTC)ETF389637109$344.4K4,0600.1%
Vanguard Small-Cap Growth ETF(VBK)ETF922908595$355.2K1,2820.1%
Kimco Rlty Corp COM(KIM)REIT49446R109$360.1K17,1320.1%
Costco Whsl Corp New COM(COST)Stock22160K105$370.3K3740.1%
Vanguard Ftse Emerging Markets ETF(VWO)ETF922042858$370.7K7,4950.1%
General Dynamics Corp COM(GD)Stock369550108$373.3K1,2800.1%
Schwab U.S. Broad Market ETF(SCHB)ETF808524102$373.9K15,6910.1%
Schwab U.S. Small-Cap ETF(SCHA)ETF808524607$374.2K14,7920.1%
Medtronic PLC SHS(MDT)StockG5960L103$375.9K4,3120.1%
American Tower Corp New COM(AMT)REIT03027X100$376.8K1,7050.1%
Northwestern Energy Group Inc COM New(NWE)Stock668074305$377.4K7,3570.1%
Starwood Ppty TR Inc COM(STWD)REIT85571B105$377.7K18,8170.1%
GE Aerospace COM New(GE)Stock369604301$378.9K1,4720.1%
Mondelez Intl Inc CL A(MDLZ)Stock609207105$389.1K5,7700.1%
Nucor Corp COM(NUE)Stock670346105$389.1K3,0040.1%
AIR Prods & Chems Inc COM(APD)Stock009158106$409.8K1,4530.1%
Target Corp COM(TGT)Stock87612E106$420.5K4,2630.1%
Chipotle Mexican Grill Inc COM(CMG)Stock169656105$423.9K7,5500.1%
Vanguard Dividend Appreciation ETF(VIG)ETF921908844$431.2K2,1070.1%
Williams Sonoma Inc COM(WSM)Stock969904101$438.3K2,6830.2%
Honeywell Intl Inc COM(HON)Stock438516106$453.4K1,9470.2%
DOW Inc COM(DOW)Stock260557103$456.8K17,2490.2%
Enterprise Prods Partners L P COM(EPD)Stock293792107$470.1K15,1600.2%
Intel Corp COM(INTC)Stock458140100$474.5K21,1820.2%
Waste Mgmt Inc del COM(WM)Stock94106L109$478.7K2,0920.2%
Conagra Brands Inc COM(CAG)Stock205887102$483.4K23,6150.2%
Ishares Tips Bond ETF(TIP)ETF464287176$489.0K4,4440.2%
Sabra Health Care REIT Inc COM(SBRA)REIT78573L106$495.5K26,8700.2%
National Grid PLC Sponsored ADR NE(NGG)ADR636274409$505.7K6,7960.2%
Evergy Inc COM(EVRG)Stock30034W106$511.7K7,4240.2%
ING Groep N.V. Sponsored ADR(ING)ADR456837103$519.8K23,7690.2%
3M Co COM(MMM)Stock88579Y101$521.4K3,4250.2%
Vornado Rlty TR SH BEN INT(VNO)REIT929042109$528.1K13,8110.2%
Salesforce Inc COM(CRM)Stock79466L302$547.9K2,0090.2%
Paychex Inc COM(PAYX)Stock704326107$555.5K3,8190.2%
Kellanova COM(KEL)Stock487836108$563.8K7,0890.2%
Alibaba Group Hldg LTD Sponsored ADS(BABA)ADR01609W102$576.8K5,0860.2%
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