Jeppson Wealth Management, LLC Closed Holding Positions

Jeppson Wealth Management, LLC

  • $262 Million
  • Q2 2024
Stock Closed Quarter Shares Sold Price Range Trade History
CIEN
Ciena Corp

Technology
Q4 2020 Filed on Mar 05, 2021
40
$38.44 - $53.47 $1.54K - $2.14K
CBRL
Cracker Barrel Old Country Store, Inc

Consumer Cyclical
Q4 2020 Filed on Mar 05, 2021
340
$109.47 - $145.4 $37.2K - $49.4K
AWR
American States Water CO

Utilities
Q4 2020 Filed on Mar 05, 2021
18
$72.45 - $80.05 $1.3K - $1.44K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
Q4 2020 Filed on Mar 05, 2021
560
$51.91 - $71.5 $29.1K - $40K
LBRDK
Liberty Broadband Corp

Communication Services
Q4 2020 Filed on Mar 05, 2021
687
$135.85 - $164.99 $93.3K - $113K
LBRDA
Liberty Broadband Corp

Communication Services
Q4 2020 Filed on Mar 05, 2021
343
$133.77 - $161.83 $45.9K - $55.5K
CDK
Cdk Global, Inc.

Technology
Q4 2020 Filed on Mar 05, 2021
300
$42.35 - $52.0 $12.7K - $15.6K
IJK
Ishares S&P Midcap 400 Growth

ETFs
Q4 2020 Filed on Mar 05, 2021
10
$60.53 - $72.82 $605 - $728
TROW
Price T Rowe Group Inc

Financial Services
Q4 2020 Filed on Mar 05, 2021
510
$126.66 - $153.17 $64.6K - $78.1K
LOW
Lowes Companies Inc

Consumer Cyclical
Q4 2020 Filed on Mar 05, 2021
550
$146.74 - $177.7 $80.7K - $97.7K
UNIT
Uniti Group Inc.

Real Estate
Q4 2020 Filed on Mar 05, 2021
150
$8.82 - $11.73 $1.32K - $1.76K
MIN
Mfs Intermediate Income Trust

Financial Services
Q4 2020 Filed on Mar 05, 2021
6,500
$3.72 - $3.83 $24.2K - $24.9K
IWB
Ishares Tr Russell 1000 ETF

ETFs
Q4 2020 Filed on Mar 05, 2021
10
$182.85 - $211.84 $1.83K - $2.12K
VT
Vanguard Total World Stk Index

ETFs
Q4 2020 Filed on Mar 05, 2021
400
$78.99 - $92.58 $31.6K - $37K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
Q4 2020 Filed on Mar 05, 2021
450
$14.64 - $15.27 $6.59K - $6.87K
HLI
Houlihan Lokey, Inc.

Financial Services
Q4 2020 Filed on Mar 05, 2021
500
$59.42 - $70.1 $29.7K - $35.1K
TD
Toronto Dominion Bank

Financial Services
Q4 2020 Filed on Mar 05, 2021
2,309
$43.43 - $56.83 $100K - $131K
NDAQ
Nasdaq, Inc.

Financial Services
Q4 2020 Filed on Mar 05, 2021
250
$120.99 - $133.21 $30.2K - $33.3K
TRU
Trans Union

Industrials
Q4 2020 Filed on Mar 05, 2021
600
$79.15 - $100.97 $47.5K - $60.6K
BNS
Bank Of Nova Scotia

Financial Services
Q4 2020 Filed on Mar 05, 2021
300
$40.78 - $54.04 $12.2K - $16.2K
ENR
Energizer Holdings, Inc.

Industrials
Q4 2020 Filed on Mar 05, 2021
135
$39.25 - $47.36 $5.3K - $6.39K
XLU
Utilities Sector Spdr

ETFs
Q4 2020 Filed on Mar 05, 2021
50
$59.98 - $66.76 $3K - $3.34K
VOD
Vodafone Group Public LTD CO

Communication Services
Q4 2020 Filed on Mar 05, 2021
2,050
$13.25 - $17.87 $27.2K - $36.6K
AIG
American International Group, Inc.

Financial Services
Q4 2020 Filed on Mar 05, 2021
1,000
$27.72 - $40.98 $27.7K - $41K
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
Q4 2020 Filed on Mar 05, 2021
1,250
$17.93 - $21.69 $22.4K - $27.1K
Enviva Partners LP Com Unit
Q4 2020 Filed on Mar 05, 2021
2,300
N/A
BIP
Brookfield Infrastructure Partners L.P.

Utilities
Q4 2020 Filed on Mar 05, 2021
150
$28.55 - $35.06 $4.28K - $5.26K
IEF
Ishares Barclays

ETFs
Q4 2020 Filed on Mar 05, 2021
4
$119.27 - $121.81 $477 - $487
NEP
Nextera Energy Partners, LP

Utilities
Q4 2020 Filed on Mar 05, 2021
478
$58.99 - $68.08 $28.2K - $32.5K
Maxim Integrated Prods Inc Com
Q4 2020 Filed on Mar 05, 2021
109
N/A
DHR
Danaher Corp

Healthcare
Q4 2020 Filed on Mar 05, 2021
45
$212.5 - $245.46 $9.56K - $11K
Proshares Ultrapro Short S&P500
Q4 2020 Filed on Mar 05, 2021
4,500
N/A
VEA
Vanguard Ftse Developed Market

ETFs
Q4 2020 Filed on Mar 05, 2021
2,365
$39.45 - $47.53 $93.3K - $112K
WGO
Winnebago Industries Inc

Consumer Cyclical
Q4 2020 Filed on Mar 05, 2021
50
$45.12 - $65.95 $2.26K - $3.3K
TMO
Thermo Fisher Scientific Inc.

Healthcare
Q4 2020 Filed on Mar 05, 2021
124
$435.06 - $527.66 $53.9K - $65.4K
EPC
Edgewell Personal Care CO

Consumer Defensive
Q4 2020 Filed on Mar 05, 2021
135
$26.22 - $36.77 $3.54K - $4.96K
MCHP
Microchip Technology Inc

Technology
Q4 2020 Filed on Mar 05, 2021
121
$51.27 - $72.5 $6.2K - $8.77K
CRL
Charles River Laboratories International, Inc.

Healthcare
Q4 2020 Filed on Mar 05, 2021
130
$222.0 - $252.62 $28.9K - $32.8K
MBB
Ishares Tr

ETFs
Q4 2020 Filed on Mar 05, 2021
75
$109.9 - $110.3 $8.24K - $8.27K
VMW
Vmware, Inc.

Technology
Q4 2020 Filed on Mar 05, 2021
145
$127.0 - $155.66 $18.4K - $22.6K
BG
Bungeltd

Consumer Defensive
Q4 2020 Filed on Mar 05, 2021
580
$45.82 - $66.04 $26.6K - $38.3K
ROST
Ross Stores, Inc.

Consumer Cyclical
Q4 2020 Filed on Mar 05, 2021
75
$85.17 - $122.81 $6.39K - $9.21K
CI
Cigna Corp

Healthcare
Q4 2020 Filed on Mar 05, 2021
175
$163.4 - $221.11 $28.6K - $38.7K
Texas Pac Ld Tr Sub Ctf Prop I T
Q4 2020 Filed on Mar 05, 2021
20
N/A
ALLE
Allegion PLC

Industrials
Q4 2020 Filed on Mar 05, 2021
415
$96.36 - $118.26 $40K - $49.1K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
Q4 2020 Filed on Mar 05, 2021
2,880
$8.61 - $11.04 $24.8K - $31.8K
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
Q4 2020 Filed on Mar 05, 2021
525
$66.3 - $77.89 $34.8K - $40.9K
HPQ
Hp Inc

Technology
Q4 2020 Filed on Mar 05, 2021
1,800
$17.35 - $24.59 $31.2K - $44.3K
Sk Telecom LTD Sponsored Adr
Q4 2020 Filed on Mar 05, 2021
125
N/A
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