Yahoo Finance Jeppson Wealth Management, Llc Buys Schwab U.S. ...
Investment company Jeppson Wealth Management, Llc (Current Portfolio) buys Schwab U.S. Tips ETF, Verizon Communications Inc, Realty Income Corp, Sabra Health Care REIT Inc, Qualcomm Inc, sells Vanguard Short-Term Inflation-Protected Securities, AT&T Inc, , Clorox Co, Lyft Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Jeppson Wealth Management, Llc. As of 2021Q4, Jeppson Wealth Management, Llc owns 159 stocks with a total value of $207 million. These are the details of the buys and sells.
New Purchases: O, SBRA, VWO, SNOW, SIL, VGT, DISCA, NUE, SBAC, VHT, SRTY,
Added Positions: SCHP, VZ, TIP, QCOM, VIAC, GLW, MELI, AMGN, DIS, MRK, CAH, KHC, DOW, ADBE, V, RIO, ALL, BIDU, PYPL, GILD, CMCSA, BYND, OHI, SHOP, FCX, CDTX, WPM, FNV, RTX, INTC, D, CCL, SQQQ, CRM, PAAS, JNJ, JBLU, BHP, AWK, UBER, ATRS, GOLD, BA, KYN, TEF, IBM, SPDN, VSS, VXUS,
Reduced Positions: VTIP, T, CLX, AAPL, LMT, NVDA, MSFT, ANAT, BX, VTI, CPB, OXY, EEM, LLY, PSX, CG, NEM, BABA, COF, BAC, GOOG, CVX, PFE, WMT, SPG, ABBV, BERY, PANW, MMM, SCHB, VB, HD, ADM, ADP, BMY, COP, DUK, KIM, ORCL, PG, SRE, LVS, TXN, EW, PAYX, GDX, SCHW, TSLA,
Sold Out: VER, LYFT, PSQ, ARKW, CDE, SCHA, VMW, DELL, KD,
For the details of JEPPSON WEALTH MANAGEMENT, LLC's stock buys and sells,
go to https://www.gurufocus.com/guru/jeppson+wealth+management%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of JEPPSON WEALTH MANAGEMENT, LLC
Vanguard Short-Term Inflation-Protected Securities (VTIP) - 526,813 shares, 13.06% of the total portfolio. Shares reduced by 23.14%
Apple Inc (AAPL) - 100,230 shares, 8.59% of the total portfolio. Shares reduced by 1.63%
Schwab U.S. Tips ETF (SCHP) - 219,590 shares, 6.66% of the total portfolio. Shares added by 229.71%
Lockheed Martin Corp (LMT) - 17,252 shares, 2.96% of the total portfolio. Shares reduced by 2.47%
iShares TIPS Bond ETF (TIP) - 44,130 shares, 2.75% of the total portfolio. Shares added by 11.55%
New Purchase: Realty Income Corp (O)
Jeppson Wealth Management, Llc initiated holding in Realty Income Corp. The purchase prices were between $64.16 and $71.97, with an estimated average price of $68.86. The stock is now traded at around $68.570000. The impact to a portfolio due to this purchase was 0.38%. The holding were 11,108 shares as of 2021-12-31.
New Purchase: Sabra Health Care REIT Inc (SBRA)
Jeppson Wealth Management, Llc initiated holding in Sabra Health Care REIT Inc. The purchase prices were between $12.49 and $15.43, with an estimated average price of $14.12. The stock is now traded at around $13.840000. The impact to a portfolio due to this purchase was 0.2%. The holding were 31,260 shares as of 2021-12-31.
New Purchase: Vanguard FTSE Emerging Markets ETF (VWO)
Jeppson Wealth Management, Llc initiated holding in Vanguard FTSE Emerging Markets ETF. The purchase prices were between $47.81 and $51.82, with an estimated average price of $50.01. The stock is now traded at around $50.140000. The impact to a portfolio due to this purchase was 0.14%. The holding were 5,790 shares as of 2021-12-31.
New Purchase: Global X Silver Miners ETF (SIL)
Jeppson Wealth Management, Llc initiated holding in Global X Silver Miners ETF. The purchase prices were between $33.99 and $41.44, with an estimated average price of $37.54. The stock is now traded at around $37.480000. The impact to a portfolio due to this purchase was 0.13%. The holding were 7,368 shares as of 2021-12-31.
New Purchase: Snowflake Inc (SNOW)
Jeppson Wealth Management, Llc initiated holding in Snowflake Inc. The purchase prices were between $294.68 and $401.89, with an estimated average price of $349.27. The stock is now traded at around $282.560000. The impact to a portfolio due to this purchase was 0.13%. The holding were 793 shares as of 2021-12-31.
New Purchase: Vanguard Information Technology ETF (VGT)
Jeppson Wealth Management, Llc initiated holding in Vanguard Information Technology ETF. The purchase prices were between $396.28 and $466.1, with an estimated average price of $439.09. The stock is now traded at around $416.520000. The impact to a portfolio due to this purchase was 0.11%. The holding were 476 shares as of 2021-12-31.
Added: Schwab U.S. Tips ETF (SCHP)
Jeppson Wealth Management, Llc added to a holding in Schwab U.S. Tips ETF by 229.71%. The purchase prices were between $61.62 and $63.22, with an estimated average price of $62.39. The stock is now traded at around $60.920000. The impact to a portfolio due to this purchase was 4.64%. The holding were 219,590 shares as of 2021-12-31.
Added: Verizon Communications Inc (VZ)
Jeppson Wealth Management, Llc added to a holding in Verizon Communications Inc by 44.05%. The purchase prices were between $49.77 and $54.53, with an estimated average price of $52.14. The stock is now traded at around $53.500000. The impact to a portfolio due to this purchase was 0.53%. The holding were 69,551 shares as of 2021-12-31.
Added: Qualcomm Inc (QCOM)
Jeppson Wealth Management, Llc added to a holding in Qualcomm Inc by 21.60%. The purchase prices were between $122.95 and $189.28, with an estimated average price of $161.24. The stock is now traded at around $172.470000. The impact to a portfolio due to this purchase was 0.19%. The holding were 12,195 shares as of 2021-12-31.
Added: ViacomCBS Inc (VIAC)
Jeppson Wealth Management, Llc added to a holding in ViacomCBS Inc by 50.25%. The purchase prices were between $28.68 and $39.84, with an estimated average price of $34.3. The stock is now traded at around $35.070000. The impact to a portfolio due to this purchase was 0.14%. The holding were 28,735 shares as of 2021-12-31.
Added: Corning Inc (GLW)
Jeppson Wealth Management, Llc added to a holding in Corning Inc by 60.02%. The purchase prices were between $35.39 and $39.43, with an estimated average price of $37.47. The stock is now traded at around $35.960000. The impact to a portfolio due to this purchase was 0.12%. The holding were 17,554 shares as of 2021-12-31.
Added: MercadoLibre Inc (MELI)
Jeppson Wealth Management, Llc added to a holding in MercadoLibre Inc by 84.69%. The purchase prices were between $1052.95 and $1709.98, with an estimated average price of $1396.48. The stock is now traded at around $1060.940000. The impact to a portfolio due to this purchase was 0.11%. The holding were 362 shares as of 2021-12-31.
Sold Out: (VER)
Jeppson Wealth Management, Llc sold out a holding in . The sale prices were between $46.36 and $52.16, with an estimated average price of $49.13.
Sold Out: ProShares Short QQQ (PSQ)
Jeppson Wealth Management, Llc sold out a holding in ProShares Short QQQ. The sale prices were between $10.68 and $12.36, with an estimated average price of $11.25.
Sold Out: Lyft Inc (LYFT)
Jeppson Wealth Management, Llc sold out a holding in Lyft Inc. The sale prices were between $37.46 and $56.26, with an estimated average price of $46.58.
Sold Out: ARK Next Generation Internet ETF (ARKW)
Jeppson Wealth Management, Llc sold out a holding in ARK Next Generation Internet ETF. The sale prices were between $114.71 and $156.93, with an estimated average price of $137.79.
Sold Out: Coeur Mining Inc (CDE)
Jeppson Wealth Management, Llc sold out a holding in Coeur Mining Inc. The sale prices were between $4.78 and $7.19, with an estimated average price of $5.99.
Sold Out: Schwab U.S. Small-Cap ETF (SCHA)
Jeppson Wealth Management, Llc sold out a holding in Schwab U.S. Small-Cap ETF. The sale prices were between $97.28 and $109.61, with an estimated average price of $103.15.
Here is the complete portfolio of JEPPSON WEALTH MANAGEMENT, LLC. Also check out:
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