JEPPSON WEALTH MANAGEMENT, LLC
Top Portfolio Positions
207 positions ·
$272,225,780 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
96,329 | $24,447,336 | 8.98% |
| NVDA |
Nvidia Corp
Technology
|
79,857 | $13,927,060 | 5.12% |
| LMT |
Lockheed Martin Corp
Industrials
|
19,643 | $11,872,032 | 4.36% |
| XOM |
Exxon Mobil Corp
Energy
|
49,768 | $8,443,638 | 3.10% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
28,570 | $5,950,273 | 2.19% |
| T |
At&T Inc.
Communication Services
|
192,467 | $5,579,618 | 2.05% |
| MSFT |
Microsoft Corp
Technology
|
13,967 | $5,170,164 | 1.90% |
| DIS |
Walt Disney Co
Communication Services
|
47,714 | $4,598,675 | 1.69% |
| AEP |
American Electric Power Co Inc
Utilities
|
34,860 | $4,569,448 | 1.68% |
| VZ |
Verizon Communications Inc
Communication Services
|
90,470 | $4,541,594 | 1.67% |
Holdings in AEP
Export CSV
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,569,448 | 34,860 | Shares | Sole | 2026-04-14 | |
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