Jeppson Wealth Management, LLC Closed Holding Positions

Jeppson Wealth Management, LLC

  • $262 Million
  • Q2 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
Q2 2022 Filed on Aug 03, 2022
14,509
$27.4 - $29.93 $398K - $434K
Antares Pharma Inc Com
Q2 2022 Filed on Aug 03, 2022
55,235
N/A
American National Group Inc Com New
Q2 2022 Filed on Aug 03, 2022
21,644
N/A
GSK
Gsk PLC

Healthcare
Q2 2022 Filed on Aug 03, 2022
9,899
$42.05 - $47.77 $416K - $473K
SPDN
Direxion Shs ETF Tr Daily S&P

ETFs
Q2 2022 Filed on Aug 03, 2022
11,250
$14.38 - $17.62 $162K - $198K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
Q2 2022 Filed on Aug 03, 2022
3,363
$51.07 - $60.88 $172K - $205K
BYND
Beyond Meat, Inc.

Consumer Defensive
Q2 2022 Filed on Aug 03, 2022
6,171
$22.27 - $51.44 $137K - $317K
Discovery Inc Com Ser A
Q2 2022 Filed on Aug 03, 2022
8,992
N/A
SRTY
Proshares Tr Ultrashort Short

ETFs
Q1 2022 Filed on Apr 27, 2022
14,000
$40.45 - $64.07 $566K - $897K
Proshares Ultrapro Short Qqq
Q1 2022 Filed on Apr 27, 2022
24,250
N/A
VHT
Vanguard Health Care ETF

ETFs
Q1 2022 Filed on Apr 27, 2022
778
$235.27 - $264.71 $183K - $206K
PAAS
Pan American Silver Corp

Basic Materials
Q1 2022 Filed on Apr 27, 2022
10,802
$21.13 - $28.3 $228K - $306K
SBAC
Sba Communications Corp

Real Estate
Q1 2022 Filed on Apr 27, 2022
534
$290.82 - $379.87 $155K - $203K
ARKW
Ark Next Generation Internet E

ETFs
Q4 2021 Filed on Jan 19, 2022
1,666
$117.89 - $161.28 $196K - $269K
Vereit Inc Com
Q4 2021 Filed on Jan 19, 2022
15,713
N/A
CDE
Coeur Mining, Inc.

Basic Materials
Q4 2021 Filed on Jan 19, 2022
33,125
$4.78 - $7.19 $158K - $238K
Proshares Ultrapro Short Russell2000
Q3 2021 Filed on Nov 17, 2021
17,500
N/A
QID
Proshares Ultrashort Qqq ETF N

ETFs
Q3 2021 Filed on Nov 17, 2021
10,485
$88.1 - $103.15 $924K - $1.08M
Proshares Ultrashort S&P 500
Q1 2021 Filed on May 19, 2021
12,000
N/A
SPXU
Proshares Tr Proshares Ultrapr

ETFs
Q1 2021 Filed on May 19, 2021
31,350
$118.4 - $153.75 $3.71M - $4.82M
VTRS
Viatris Inc

Healthcare
Q1 2021 Filed on May 19, 2021
27,709
$13.59 - $18.54 $377K - $514K
KWR
Quaker Chemical Corp

Basic Materials
Q1 2021 Filed on May 19, 2021
810
$233.05 - $298.34 $189K - $242K
SRLN
Ssga Active Trust

ETFs
Q4 2020 Filed on Mar 05, 2021
1,000
$44.13 - $45.65 $44.1K - $45.7K
JFR
Nuveen Floating Rate Income Fund

Financial Services
Q4 2020 Filed on Mar 05, 2021
450
$7.93 - $8.85 $3.57K - $3.98K
SBSW
Sibanye Stillwater LTD

Basic Materials
Q4 2020 Filed on Mar 05, 2021
66
$10.49 - $16.3 $692 - $1.08K
DGX
Quest Diagnostics Inc

Healthcare
Q4 2020 Filed on Mar 05, 2021
150
$112.7 - $128.05 $16.9K - $19.2K
MGM
Mgm Resorts International

Consumer Cyclical
Q4 2020 Filed on Mar 05, 2021
1,875
$20.1 - $31.67 $37.7K - $59.4K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
Q4 2020 Filed on Mar 05, 2021
50
$223.17 - $294.86 $11.2K - $14.7K
Gw Pharmaceuticals PLC Ads
Q4 2020 Filed on Mar 05, 2021
130
N/A
VOYA
Voya Financial, Inc.

Financial Services
Q4 2020 Filed on Mar 05, 2021
700
$47.92 - $60.45 $33.5K - $42.3K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
Q4 2020 Filed on Mar 05, 2021
312
$128.25 - $151.41 $40K - $47.2K
SNV
Synovus Financial Corp

Financial Services
Q4 2020 Filed on Mar 05, 2021
1,560
$21.46 - $33.82 $33.5K - $52.8K
CHD
Church & Dwight CO Inc

Consumer Defensive
Q4 2020 Filed on Mar 05, 2021
795
$83.65 - $95.18 $66.5K - $75.7K
CHTR
Charter Communications, Inc.

Communication Services
Q4 2020 Filed on Mar 05, 2021
244
$572.58 - $680.76 $140K - $166K
LBTYA
Liberty Global PLC

Communication Services
Q4 2020 Filed on Mar 05, 2021
1,017
$18.79 - $25.56 $19.1K - $26K
AMD
Advanced Micro Devices Inc

Technology
Q4 2020 Filed on Mar 05, 2021
540
$74.7 - $97.12 $40.3K - $52.4K
Hd Supply Hldgs Inc Com
Q4 2020 Filed on Mar 05, 2021
300
N/A
IYW
Ishares Dj Us Tech ETF

ETFs
Q4 2020 Filed on Mar 05, 2021
10
$73.15 - $85.83 $732 - $858
XLI
Industrial Sector Spdr

ETFs
Q4 2020 Filed on Mar 05, 2021
100
$74.87 - $89.65 $7.49K - $8.97K
XLY
Select Sector Spdr Consumer Di

ETFs
Q4 2020 Filed on Mar 05, 2021
45
$142.97 - $160.78 $6.43K - $7.24K
FRPT
Freshpet, Inc.

Consumer Defensive
Q4 2020 Filed on Mar 05, 2021
300
$112.83 - $144.34 $33.8K - $43.3K
NOK
Nokia Corp

Technology
Q4 2020 Filed on Mar 05, 2021
5,970
$3.27 - $4.3 $19.5K - $25.7K
SPTS
Spdr Portfolio Short Term Trea

ETFs
Q4 2020 Filed on Mar 05, 2021
36
$30.65 - $30.71 $1.1K - $1.11K
IYZ
Ishares Tr Us Telecommunicatio

ETFs
Q4 2020 Filed on Mar 05, 2021
250
$26.37 - $30.93 $6.59K - $7.73K
General Electric CO Com
Q4 2020 Filed on Mar 05, 2021
5,700
N/A
FNDX
Schwab Fundamental U S Large C

ETFs
Q4 2020 Filed on Mar 05, 2021
500
$37.99 - $45.31 $19K - $22.7K
FNDA
Schwab Fundamental U S Small C

ETFs
Q4 2020 Filed on Mar 05, 2021
250
$33.5 - $43.02 $8.38K - $10.8K
IBB
Ishares Biotechnology ETF

ETFs
Q4 2020 Filed on Mar 05, 2021
69
$130.38 - $157.31 $9K - $10.9K
XLB
Select Sector Spdr Fd Material

ETFs
Q4 2020 Filed on Mar 05, 2021
50
$61.94 - $72.39 $3.1K - $3.62K
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