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  Name: JEPPSON WEALTH MANAGEMENT LLC
  City: MANHATTAN BEACH
  State: CA
  Zip: 90266
   
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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
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Holdings Found : 11     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (BXP)1 Year Chart         BXP Boston Properties Inc 143 New $64.05 $376,000 5,761 0.15% 376,000 5,761 0    REIT - Office
   (GBTC)1 Year Chart         GBTC Grayscale Bitcoin 157 New $0.00 $306,000 4,839 0.12% 306,000 4,839 0.001    N/A
   (KWEB)1 Year Chart         KWEB Kraneshares Csi China Internet 162 New $30.97 $279,000 10,619 0.11% 279,000 10,619 0.006    N/A
   (GE)1 Year Chart         GE General Electric Co 170 New $160.00 $259,000 1,478 0.1% 259,000 1,478 0.001    Conglomerates
   (DELL)1 Year Chart         DELL Dell Technologies Inc 179 New $134.12 $231,000 2,022 0.09% 231,000 2,022 0.001    N/A
   (GPC)1 Year Chart         GPC Genuine Parts Co 189 New $155.58 $213,000 1,375 0.08% 213,000 1,375 0    Auto Parts Wholesale
   (BAX)1 Year Chart         BAX Baxter International Inc 191 New $40.93 $212,000 4,956 0.08% 212,000 4,956 0.001    Medical Instruments &...
   (EW)1 Year Chart         EW Edwards Lifesciences Corp 192 New $29.44 $210,000 2,193 0.08% 210,000 2,193 0    Medical Appliances & ...
   (TSM)1 Year Chart         TSM Taiwan Semiconductor Mfg. C... 197 New $151.95 $202,000 1,484 0.08% 202,000 1,484 0    Semiconductor - Integ...
   (MRVL)1 Year Chart         MRVL Marvell Technology, Inc. 198 New $68.02 $201,000 2,830 0.08% 201,000 2,830 0    N/A
   (TEF)1 Year Chart         TEF Telefonica S.A. (ADR) 205 New $4.44 $46,000 10,338 0.02% 46,000 10,338 0.002    Telecom Services - Fo...

      11 Records Found
  1    
Page 1 of 1
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