Portfolio (Quarterly)
Guide ↗
JEPPSON WEALTH MANAGEMENT, LLC
· CIK 0001831263| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | XOM | EXXON MOBIL CORP COM | Energy | 53,389 | $6.4M | 2.03% | SOLD |
| 2 | HON | HONEYWELL INTL INC COM | Industrials | 1,894 | $370K | 0.12% | SOLD |
| 3 | BXP | BXP INC COM | Real Estate | 4,621 | $312K | 0.10% | SOLD |
| 4 | CMCSA | COMCAST CORP NEW CL A | Communication Services | 9,896 | $296K | 0.09% | SOLD |
| 5 | GBTC | GRAYSCALE BITCOIN TRUST ETF | Financial Services | 4,060 | $278K | 0.09% | SOLD |
| 6 | GPC | GENUINE PARTS CO COM | Consumer Cyclical | 2,181 | $268K | 0.09% | SOLD |
| 7 | INTU | INTUIT COM | Technology | 401 | $266K | 0.08% | SOLD |
| 8 | LVS | LAS VEGAS SANDS CORP COM | Consumer Cyclical | 3,846 | $250K | 0.08% | SOLD |
| 9 | NCLH | NORWEGIAN CRUISE LINE HLDG LTD SHS | Consumer Cyclical | 10,506 | $234K | 0.07% | SOLD |
| 10 | NKE | NIKE INC CL B | Consumer Cyclical | 3,456 | $220K | 0.07% | SOLD |
| 11 | SLVP | ISHARES MSCI GLOBAL SILVER MINERS ETF | — | 6,266 | $215K | 0.07% | SOLD |
| 12 | BIDU | BAIDU INC SPON ADR REP A | Communication Services | 1,561 | $204K | 0.07% | SOLD |
| 13 | SNAP | SNAP INC CL A | Communication Services | 24,144 | $195K | 0.06% | SOLD |
| 14 | BITO | PROSHARES BITCOIN ETF | — | 14,627 | $178K | 0.06% | SOLD |
| 15 | ACHR | ARCHER AVIATION INC COM CL A | Industrials | 13,873 | $104K | 0.03% | SOLD |
Sector Allocation
Technology
32.8%
Healthcare
9.4%
Financial Services
9.4%
Industrials
8.7%
Communication Services
7.0%
Consumer Cyclical
6.2%
Utilities
6.0%
Real Estate
5.6%
Consumer Defensive
5.6%
Basic Materials
5.1%