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Portfolio (Quarterly) Guide ↗

JEPPSON WEALTH MANAGEMENT, LLC

· CIK 0001831263
13F Portfolio $314M AUM Filed Oct 15, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 225 New
Page 11 of 12  ·  225 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 UGI UGI CORP NEW COM Utilities 6,610.0 $220K 0.07% NEW $33.26 +1.1%
202 VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 1,538.0 $217K 0.07% NEW $140.95 +12.9%
203 LVS LAS VEGAS SANDS CORP COM Consumer Cyclical 3,996.0 $215K 0.07% NEW $53.79 -10.5%
204 AWK AMERICAN WTR WKS CO INC NEW COM Utilities 1,540.0 $214K 0.07% NEW $139.19 -9.9%
205 DAL DELTA AIR LINES INC DEL COM NEW Industrials 3,754.0 $213K 0.07% NEW $56.75 +44.9%
206 PKG PACKAGING CORP AMER COM Consumer Cyclical 976.0 $213K 0.07% NEW $217.93 +5.2%
207 ORI OLD REP INTL CORP COM Financial Services 5,000.0 $212K 0.07% NEW $42.47 -8.8%
208 VOE VANGUARD MID-CAP VALUE ETF 1,210.0 $211K 0.07% NEW $174.58 +12.2%
209 BIDU BAIDU INC SPON ADR REP A Communication Services 1,561.0 $206K 0.07% NEW $131.77 -15.3%
210 FNV FRANCO NEV CORP COM Basic Materials 905.0 $202K 0.06% NEW $222.91 +1.8%
211 XEL XCEL ENERGY INC COM Utilities 2,500.0 $202K 0.06% NEW $80.65 -2.1%
212 FE FIRSTENERGY CORP COM Utilities 4,387.0 $201K 0.06% NEW $45.82 +0.7%
213 VO VANGUARD MID-CAP ETF 684.0 $201K 0.06% NEW $293.74 -72.9%
214 PINE ALPINE INCOME PPTY TR INC COM Real Estate 14,117.0 $200K 0.06% NEW $14.17 +35.6%
215 ABEV AMBEV SA SPONSORED ADR Consumer Defensive 75,205.0 $168K 0.05% NEW $2.23 +40.8%
216 SNAP SNAP INC CL A Communication Services 21,326.0 $164K 0.05% NEW $7.71 -38.5%
217 AES AES CORP COM Utilities 11,421.0 $150K 0.05% NEW $13.16 +11.0%
218 AGRO ADECOAGRO S A COM Consumer Defensive 15,845.0 $124K 0.04% NEW $7.84 +23.0%
219 DNP DNP SELECT INCOME FD INC COM Financial Services 11,248.0 $113K 0.04% NEW $10.01 +7.1%
220 JBLU JETBLUE AWYS CORP COM Industrials 14,165.0 $70K 0.02% NEW $4.92 +4.3%
Page 11 of 12  ·  225 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.0%
Communication Services 10.1%
Financial Services 9.7%
Industrials 9.1%
Healthcare 7.7%
Consumer Cyclical 6.4%
Energy 6.4%
Utilities 5.6%
Consumer Defensive 5.6%
Real Estate 5.0%