JEPPSON WEALTH MANAGEMENT, LLC
Top Portfolio Positions
208 positions ·
$272,437,586 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
96,329 | $24,447,336 | 8.97% | |
| NVDA |
Nvidia Corp
Technology
|
79,857 | $13,927,060 | 5.11% | |
| 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 | 2.18% | |
| 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% |
Portfolio Trend
23 quarters · across all stocks
Holdings in SNDL
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $26,400 | 20,000 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $33,200 | 20,000 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $53,600 | 20,000 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $24,200 | 20,000 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $28,200 | 20,000 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $35,800 | 20,000 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $41,200 | 20,000 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $38,000 | 20,000 | Shares | Sole | 2024-08-05 | |
| No 13F history on record for this holder in this stock. | ||||||