JEPPSON WEALTH MANAGEMENT, LLC Q2 2025 Filing
Filed July 15, 2025
Portfolio Value
$289.1B
Holdings
211
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (211 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC COM | 98,158 | $20.1B | 6.97% | |
| 2 | STIPISHARES 0-5 YEAR TIPS BOND ETF | 182,440 | $18.8B | 6.49% | |
| 3 | NVDANVIDIA CORPORATION COM | 83,291 | $13.2B | 4.55% | |
| 4 | LMTLOCKHEED MARTIN CORP COM | 21,791 | $10.1B | 3.49% | |
| 5 | VTIPVANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | 175,637 | $8.8B | 3.05% | |
| 6 | MSFTMICROSOFT CORP COM | 13,604 | $6.8B | 2.34% | |
| 7 | AMZNAMAZON COM INC COM | 29,339 | $6.4B | 2.23% | |
| 8 | XOMEXXON MOBIL CORP COM | 57,044 | $6.1B | 2.13% | |
| 9 | DISDISNEY WALT CO COM | 47,973 | $5.9B | 2.06% | |
| 10 | ORCLORACLE CORP COM | 26,404 | $5.8B | 2.00% | |
| 11 | TAT&T INC COM | 193,820 | $5.6B | 1.94% | |
| 12 | CSCOCISCO SYS INC COM | 58,620 | $4.1B | 1.41% | |
| 13 | BACVERIZON COMMUNICATIONS INC COM | 87,169 | $3.8B | 1.30% | |
| 14 | AEPAMERICAN ELEC PWR CO INC COM | 36,255 | $3.8B | 1.30% | |
| 15 | JPMJPMORGAN CHASE & CO. COM | 12,656 | $3.7B | 1.27% | |
| 16 | AVGOBROADCOM INC COM | 13,289 | $3.7B | 1.27% | |
| 17 | LLYELI LILLY & CO COM | 4,539 | $3.5B | 1.22% | |
| 18 | GOOGALPHABET INC CAP STK CL C | 19,092 | $3.4B | 1.17% | |
| 19 | RTXRTX CORPORATION COM | 20,158 | $2.9B | 1.02% | |
| 20 | SHOPSHOPIFY INC CL A SUB VTG SHS | 25,110 | $2.9B | 1.00% | |
| 21 | KMIKINDER MORGAN INC DEL COM | 97,871 | $2.9B | 1.00% | |
| 22 | METAMETA PLATFORMS INC CL A | 3,875 | $2.9B | 0.99% | |
| 23 | WMTWALMART INC COM | 28,547 | $2.8B | 0.97% | |
| 24 | BACBANK AMERICA CORP COM | 55,465 | $2.6B | 0.91% | |
| 25 | QCOMQUALCOMM INC COM | 16,040 | $2.6B | 0.88% | |
| 26 | WPMWHEATON PRECIOUS METALS CORP COM | 27,564 | $2.5B | 0.86% | |
| 27 | PANWPALO ALTO NETWORKS INC COM | 11,614 | $2.4B | 0.82% | |
| 28 | PGPROCTER AND GAMBLE CO COM | 14,625 | $2.3B | 0.81% | |
| 29 | GQ9SPDR GOLD SHARES | 7,479 | $2.3B | 0.79% | |
| 30 | JNJJOHNSON & JOHNSON COM | 14,908 | $2.3B | 0.79% | |
| 31 | CVXCHEVRON CORP NEW COM | 15,866 | $2.3B | 0.79% | |
| 32 | FCXFREEPORT-MCMORAN INC CL B | 52,298 | $2.3B | 0.78% | |
| 33 | GILDGILEAD SCIENCES INC COM | 19,497 | $2.2B | 0.75% | |
| 34 | CAHCARDINAL HEALTH INC COM | 12,774 | $2.1B | 0.74% | |
| 35 | IBMINTERNATIONAL BUSINESS MACHS COM | 6,870 | $2.0B | 0.70% | |
| 36 | WFCWELLS FARGO CO NEW COM | 24,910 | $2.0B | 0.69% | |
| 37 | ABBVABBVIE INC COM | 10,279 | $1.9B | 0.66% | |
| 38 | OHIOMEGA HEALTHCARE INVS INC COM | 51,856 | $1.9B | 0.66% | |
| 39 | DUKDUKE ENERGY CORP NEW COM NEW | 15,972 | $1.9B | 0.65% | |
| 40 | ABTABBOTT LABS COM | 13,658 | $1.9B | 0.64% | |
| 41 | SCHWSCHWAB CHARLES CORP COM | 19,183 | $1.8B | 0.61% | |
| 42 | SRESEMPRA COM | 23,070 | $1.7B | 0.60% | |
| 43 | RIORIO TINTO PLC SPONSORED ADR | 29,902 | $1.7B | 0.60% | |
| 44 | SPGSIMON PPTY GROUP INC NEW COM | 10,784 | $1.7B | 0.60% | |
| 45 | MRKMERCK & CO INC COM | 20,936 | $1.7B | 0.57% | |
| 46 | GOOGLALPHABET INC CAP STK CL A | 9,287 | $1.6B | 0.57% | |
| 47 | SOSOUTHERN CO COM | 17,469 | $1.6B | 0.55% | |
| 48 | UBERUBER TECHNOLOGIES INC COM | 16,097 | $1.5B | 0.52% | |
| 49 | VBVANGUARD SMALL-CAP ETF | 6,315 | $1.5B | 0.52% | |
| 50 | COPCONOCOPHILLIPS COM | 16,473 | $1.5B | 0.51% | |
| 51 | WELLWELLTOWER INC COM | 9,363 | $1.4B | 0.50% | |
| 52 | SDYSPDR S&P DIVIDEND ETF | 10,595 | $1.4B | 0.50% | |
| 53 | MLB1MERCADOLIBRE INC COM | 533 | $1.4B | 0.48% | |
| 54 | WPCWP CAREY INC COM | 22,040 | $1.4B | 0.48% | |
| 55 | CGCARLYLE GROUP INC COM | 26,709 | $1.4B | 0.47% | |
| 56 | VUGVANGUARD GROWTH ETF | 3,112 | $1.4B | 0.47% | |
| 57 | NFLXNETFLIX INC COM | 1,010 | $1.4B | 0.47% | |
| 58 | NDQINVESCO QQQ TRUST SERIES I | 2,403 | $1.3B | 0.46% | |
| 59 | OXYOCCIDENTAL PETE CORP COM | 31,402 | $1.3B | 0.46% | |
| 60 | NOCNORTHROP GRUMMAN CORP COM | 2,543 | $1.3B | 0.44% | |
| 61 | VTIVANGUARD TOTAL STOCK MARKET ETF | 4,144 | $1.3B | 0.44% | |
| 62 | PSXPHILLIPS 66 COM | 10,269 | $1.2B | 0.42% | |
| 63 | ULUNILEVER PLC SPON ADR NEW | 19,953 | $1.2B | 0.42% | |
| 64 | TSLATESLA INC COM | 3,796 | $1.2B | 0.42% | |
| 65 | COFCAPITAL ONE FINL CORP COM | 5,499 | $1.2B | 0.40% | |
| 66 | BABOEING CO COM | 5,490 | $1.2B | 0.40% | |
| 67 | HDHOME DEPOT INC COM | 3,072 | $1.1B | 0.39% | |
| 68 | NNNNNN REIT INC COM | 24,982 | $1.1B | 0.37% | |
| 69 | KMBKIMBERLY-CLARK CORP COM | 8,041 | $1.0B | 0.36% | |
| 70 | AMGNAMGEN INC COM | 3,707 | $1.0B | 0.36% | |
| 71 | NOBLPROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | 10,050 | $1.0B | 0.35% | |
| 72 | KYNKAYNE ANDERSON ENERGY INFRSTR COM | 78,747 | $1.0B | 0.35% | |
| 73 | RCLROYAL CARIBBEAN GROUP COM | 3,197 | $1.0B | 0.35% | |
| 74 | BXBLACKSTONE INC COM | 6,549 | $979.6M | 0.34% | |
| 75 | KHCKRAFT HEINZ CO COM | 37,739 | $974.4M | 0.34% | |
| 76 | GISGENERAL MLS INC COM | 17,818 | $923.2M | 0.32% | |
| 77 | ALSALLSTATE CORP COM | 4,578 | $921.5M | 0.32% | |
| 78 | PFEPFIZER INC COM | 37,526 | $909.6M | 0.31% | |
| 79 | PEPPEPSICO INC COM | 6,850 | $904.5M | 0.31% | |
| 80 | MCDMCDONALDS CORP COM | 3,089 | $902.5M | 0.31% | |
| 81 | DDOMINION ENERGY INC COM | 15,414 | $871.2M | 0.30% | |
| 82 | STAGSTAG INDL INC COM | 23,104 | $838.2M | 0.29% | |
| 83 | ADPAUTOMATIC DATA PROCESSING INC COM | 2,644 | $815.4M | 0.28% | |
| 84 | BHPBHP GROUP LTD SPONSORED ADS | 16,532 | $795.0M | 0.27% | |
| 85 | BMYBRISTOL-MYERS SQUIBB CO COM | 17,167 | $794.7M | 0.27% | |
| 86 | BKBANK NEW YORK MELLON CORP COM | 8,609 | $784.3M | 0.27% | |
| 87 | OREALTY INCOME CORP COM | 13,455 | $775.2M | 0.27% | |
| 88 | NVSNNOVARTIS AG SPONSORED ADR | 6,048 | $731.9M | 0.25% | |
| 89 | BRK-BBERKSHIRE HATHAWAY INC DEL CL A | 1 | $728.8M | 0.25% | |
| 90 | EDCONSOLIDATED EDISON INC COM | 7,190 | $721.5M | 0.25% | |
| 91 | GLWCORNING INC COM | 13,500 | $710.0M | 0.25% | |
| 92 | EMREMERSON ELEC CO COM | 5,290 | $705.3M | 0.24% | |
| 93 | AMLPALERIAN MLP ETF | 14,386 | $702.9M | 0.24% | |
| 94 | TRVTRAVELERS COMPANIES INC COM | 2,490 | $666.2M | 0.23% | |
| 95 | DRIDARDEN RESTAURANTS INC COM | 3,050 | $664.8M | 0.23% | |
| 96 | UNPUNION PAC CORP COM | 2,848 | $655.3M | 0.23% | |
| 97 | TSNTYSON FOODS INC CL A | 11,642 | $651.3M | 0.23% | |
| 98 | TRVCCITIGROUP INC COM NEW | 7,599 | $646.8M | 0.22% | |
| 99 | VVISA INC COM CL A | 1,816 | $644.8M | 0.22% | |
| 100 | FRTFEDERAL RLTY INVT TR NEW SH BEN INT NEW | 6,734 | $639.7M | 0.22% |
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