Jeppson Wealth Management, LLC Closed Holding Positions

Jeppson Wealth Management, LLC

  • $276 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
XEL
Xcel Energy Inc

Utilities
Q4 2020 Filed on Mar 05, 2021
459
$64.31 - $74.71 $29.5K - $34.3K
IR
Ingersoll Rand Inc.

Industrials
Q4 2020 Filed on Mar 05, 2021
1,060
$34.94 - $46.03 $37K - $48.8K
HYLB
Xtrackers Usd High Yield Corp

ETFs
Q4 2020 Filed on Mar 05, 2021
650
$38.29 - $40.07 $24.9K - $26K
F
Ford Motor CO

Consumer Cyclical
Q4 2020 Filed on Mar 05, 2021
2,375
$6.75 - $9.45 $16K - $22.4K
QRTEA
Qurate Retail, Inc.

Consumer Cyclical
Q4 2020 Filed on Mar 05, 2021
5,162
$6.74 - $11.59 $34.8K - $59.8K
JACK
Jack In The Box Inc

Consumer Cyclical
Q4 2020 Filed on Mar 05, 2021
49
$80.06 - $95.18 $3.92K - $4.66K
SLV
I Shares Silver Trust

ETFs
Q4 2020 Filed on Mar 05, 2021
200
$21.05 - $24.76 $4.21K - $4.95K
SENS
Senseonics Holdings, Inc.

Healthcare
Q4 2020 Filed on Mar 05, 2021
2,400
$0.36 - $0.95 $864 - $2.28K
TRI
Thomson Reuters Corp

Industrials
Q4 2020 Filed on Mar 05, 2021
741
$77.85 - $86.93 $57.7K - $64.4K
ABB
Abb LTD

Industrials
Q4 2020 Filed on Mar 05, 2021
1,200
$24.23 - $27.96 $29.1K - $33.6K
AEIS
Advanced Energy Industries Inc

Industrials
Q4 2020 Filed on Mar 05, 2021
350
$61.72 - $102.33 $21.6K - $35.8K
DISCK
Warner Bros. Discovery, Inc.

Communication Services
Q4 2020 Filed on Mar 05, 2021
3,096
$17.44 - $26.19 $54K - $81.1K
MNST
Monster Beverage Corp

Consumer Defensive
Q4 2020 Filed on Mar 05, 2021
840
$76.57 - $92.48 $64.3K - $77.7K
DG
Dollar General Corp

Consumer Defensive
Q4 2020 Filed on Mar 05, 2021
100
$205.87 - $223.0 $20.6K - $22.3K
EBAY
Ebay Inc

Consumer Cyclical
Q4 2020 Filed on Mar 05, 2021
200
$46.54 - $57.59 $9.31K - $11.5K
Ishares Comex Gold Trust
Q4 2020 Filed on Mar 05, 2021
3,800
N/A
GFI
Gold Fields LTD

Basic Materials
Q4 2020 Filed on Mar 05, 2021
255
$8.54 - $13.17 $2.18K - $3.36K
ATI
Allegheny Technologies Inc

Industrials
Q4 2020 Filed on Mar 05, 2021
3,200
$8.27 - $17.32 $26.5K - $55.4K
ORI
Old Republic International Corp

Financial Services
Q4 2020 Filed on Mar 05, 2021
5,000
$14.81 - $19.71 $74.1K - $98.6K
XLK
Technology Sector Spdr

ETFs
Q4 2020 Filed on Mar 05, 2021
125
$110.86 - $130.52 $13.9K - $16.3K
SIRI
Sirius Xm Holdings Inc.

Communication Services
Q4 2020 Filed on Mar 05, 2021
125
$5.56 - $6.61 $695 - $826
WYNN
Wynn Resorts LTD

Consumer Cyclical
Q4 2020 Filed on Mar 05, 2021
530
$69.01 - $115.93 $36.6K - $61.4K
HPE
Hewlett Packard Enterprise CO

Technology
Q4 2020 Filed on Mar 05, 2021
1,800
$8.37 - $12.34 $15.1K - $22.2K
TM
Toyota Motor Corp

Consumer Cyclical
Q4 2020 Filed on Mar 05, 2021
778
$130.07 - $155.09 $101K - $121K
RDS-A
Shell PLC

Energy
Q4 2020 Filed on Mar 05, 2021
2,150
$21.96 - $36.93 $47.2K - $79.4K
YUM
Yum Brands Inc

Consumer Cyclical
Q4 2020 Filed on Mar 05, 2021
372
$91.82 - $109.78 $34.2K - $40.8K
PCAR
Paccar Inc

Industrials
Q4 2020 Filed on Mar 05, 2021
894
$84.46 - $92.64 $75.5K - $82.8K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
Q4 2020 Filed on Mar 05, 2021
50
$265.06 - $305.79 $13.3K - $15.3K
IYY
Ishares Tr

ETFs
Q4 2020 Filed on Mar 05, 2021
20
$81.36 - $94.32 $1.63K - $1.89K
IYF
Ishares Tr

ETFs
Q4 2020 Filed on Mar 05, 2021
100
$55.06 - $66.77 $5.51K - $6.68K
STT
State Street Corp

Financial Services
Q4 2020 Filed on Mar 05, 2021
75
$58.48 - $76.38 $4.39K - $5.73K
MTN
Vail Resorts Inc

Consumer Cyclical
Q4 2020 Filed on Mar 05, 2021
30
$215.1 - $291.44 $6.45K - $8.74K
SIGI
Selective Insurance Group Inc

Financial Services
Q4 2020 Filed on Mar 05, 2021
95
$50.92 - $68.51 $4.84K - $6.51K
CME
Cme Group Inc.

Financial Services
Q4 2020 Filed on Mar 05, 2021
114
$149.56 - $184.94 $17K - $21.1K
BIIB
Biogen Inc.

Healthcare
Q4 2020 Filed on Mar 05, 2021
114
$236.26 - $355.63 $26.9K - $40.5K
MAR
Marriott International Inc

Consumer Cyclical
Q4 2020 Filed on Mar 05, 2021
322
$89.97 - $135.61 $29K - $43.7K
Acacia Communications Inc Com
Q4 2020 Filed on Mar 05, 2021
500
N/A
LSXMK
Liberty Media Corp

Communication Services
Q4 2020 Filed on Mar 05, 2021
2,748
$34.14 - $43.58 $93.8K - $120K
LSXMA
Liberty Media Corp

Communication Services
Q4 2020 Filed on Mar 05, 2021
1,374
$34.03 - $43.47 $46.8K - $59.7K
MJ
ETF Managers Tr Etfmg Alternat

ETFs
Q4 2020 Filed on Mar 05, 2021
50
$10.36 - $15.83 $518 - $792
XLRE
Select Sector Spdr Tr Real Est

ETFs
Q4 2020 Filed on Mar 05, 2021
85
$33.98 - $37.77 $2.89K - $3.21K
BSX
Boston Scientific Corp

Healthcare
Q4 2020 Filed on Mar 05, 2021
815
$33.15 - $41.97 $27K - $34.2K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
Q4 2020 Filed on Mar 05, 2021
200
$37.52 - $42.63 $7.5K - $8.53K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
Q4 2020 Filed on Mar 05, 2021
25
$53.63 - $65.01 $1.34K - $1.63K
APTV
Aptiv PLC

Consumer Cyclical
Q4 2020 Filed on Mar 05, 2021
20
$93.56 - $130.79 $1.87K - $2.62K
OTEX
Open Text Corp

Technology
Q4 2020 Filed on Mar 05, 2021
100
$36.4 - $46.02 $3.64K - $4.6K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
Q4 2020 Filed on Mar 05, 2021
1,500
$21.5 - $22.28 $32.3K - $33.4K
Draftkings Inc Com Cl A
Q4 2020 Filed on Mar 05, 2021
100
N/A
TDS
Telephone & Data Systems Inc

Communication Services
Q4 2020 Filed on Mar 05, 2021
400
$16.65 - $19.84 $6.66K - $7.94K
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