Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: JEPPSON WEALTH MANAGEMENT LLC
  City: MANHATTAN BEACH
  State: CA
  Zip: 90266
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $257,732,000
  Total Value Change : $16,229,000
  Securities Held Change : 5
   
All Securities Held : 208
  New Positions : 12
  Closed Positions : 8
  Increased Positions : 54
  Unchanged Positions : 27
  Decreased Positions : 115

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 8     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (SIL)1 Year Chart         SIL Global X Silver Miners ETF 209 Closed $32.61 $0 0 0% -216,000 -7,599 0    Closed - End Fund - E...
   (BIDU)1 Year Chart         BIDU Baidu Inc 208 Closed $111.79 $0 0 0% -218,000 -1,832 0    Internet Service Prov...
   (LEG)1 Year Chart         LEG Leggett & Platt Inc 214 Closed $12.49 $0 0 0% -223,000 -8,514 0    Home Furnishings & Fi...
   (CC)1 Year Chart         CC Chemours Co 207 Closed $28.71 $0 0 0% -276,000 -8,749 0    N/A
   (JD)1 Year Chart         JD JD.com 213 Closed $33.78 $0 0 0% -357,000 -12,364 0    Internet Service Prov...
   (NEM)1 Year Chart         NEM Newmont Mining Corp 212 Closed $42.46 $0 0 0% -361,000 -8,716 0    Gold
   (EXPE)1 Year Chart         EXPE Expedia Inc 211 Closed $112.67 $0 0 0% -211,000 -1,389 0    Internet Service Prov...
   (LICY)1 Year Chart         LICY Li-cycle Holdings Corp 210 Closed $0.60 $0 0 0% -11,000 -18,400 0    N/A

      8 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results