Jeppson Wealth Management, Llc Buys Clorox Co, ViacomCBS Inc, Qualcomm Inc, Sells Snowflake Inc

Investment company Jeppson Wealth Management, Llc (Current Portfolio) buys Clorox Co, ViacomCBS Inc, Qualcomm Inc, Campbell Soup Co, Pan American Silver Corp, sells Snowflake Inc during the 3-months ended 2021Q2, according to the most recent filings of the investment company, Jeppson Wealth Management, Llc. As of 2021Q2, Jeppson Wealth Management, Llc owns 148 stocks with a total value of $183 million. These are the details of the buys and sells.

For the details of JEPPSON WEALTH MANAGEMENT, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/jeppson+wealth+management%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of JEPPSON WEALTH MANAGEMENT, LLC
  1. Vanguard Short-Term Inflation-Protected Securities (VTIP) - 598,812 shares, 17.15% of the total portfolio. Shares added by 5.24%
  2. Apple Inc (AAPL) - 102,024 shares, 7.63% of the total portfolio. Shares reduced by 0.99%
  3. Lockheed Martin Corp (LMT) - 17,039 shares, 3.52% of the total portfolio. Shares reduced by 0.11%
  4. iShares TIPS Bond ETF (TIP) - 39,305 shares, 2.75% of the total portfolio. Shares reduced by 1.85%
  5. Amazon.com Inc (AMZN) - 1,394 shares, 2.62% of the total portfolio. Shares reduced by 0.57%
New Purchase: Clorox Co (CLX)

Jeppson Wealth Management, Llc initiated holding in Clorox Co. The purchase prices were between $172.46 and $195.89, with an estimated average price of $182.75. The stock is now traded at around $182.390000. The impact to a portfolio due to this purchase was 0.41%. The holding were 4,165 shares as of 2021-06-30.

New Purchase: Campbell Soup Co (CPB)

Jeppson Wealth Management, Llc initiated holding in Campbell Soup Co. The purchase prices were between $45.2 and $50.55, with an estimated average price of $48.22. The stock is now traded at around $45.280000. The impact to a portfolio due to this purchase was 0.18%. The holding were 7,299 shares as of 2021-06-30.

New Purchase: Pan American Silver Corp (PAAS)

Jeppson Wealth Management, Llc initiated holding in Pan American Silver Corp. The purchase prices were between $28.15 and $34.99, with an estimated average price of $32.2. The stock is now traded at around $26.260000. The impact to a portfolio due to this purchase was 0.18%. The holding were 11,359 shares as of 2021-06-30.

New Purchase: MercadoLibre Inc (MELI)

Jeppson Wealth Management, Llc initiated holding in MercadoLibre Inc. The purchase prices were between $1296.65 and $1623.01, with an estimated average price of $1467.15. The stock is now traded at around $1542.150000. The impact to a portfolio due to this purchase was 0.17%. The holding were 197 shares as of 2021-06-30.

New Purchase: ARK Next Generation Internet ETF (ARKW)

Jeppson Wealth Management, Llc initiated holding in ARK Next Generation Internet ETF. The purchase prices were between $123.49 and $160.08, with an estimated average price of $143.48. The stock is now traded at around $143.710000. The impact to a portfolio due to this purchase was 0.14%. The holding were 1,634 shares as of 2021-06-30.

New Purchase: Edwards Lifesciences Corp (EW)

Jeppson Wealth Management, Llc initiated holding in Edwards Lifesciences Corp. The purchase prices were between $83.64 and $104.76, with an estimated average price of $93.97. The stock is now traded at around $106.580000. The impact to a portfolio due to this purchase was 0.13%. The holding were 2,371 shares as of 2021-06-30.

Added: ViacomCBS Inc (VIAC)

Jeppson Wealth Management, Llc added to a holding in ViacomCBS Inc by 118.30%. The purchase prices were between $37.92 and $46, with an estimated average price of $41.42. The stock is now traded at around $40.390000. The impact to a portfolio due to this purchase was 0.25%. The holding were 18,700 shares as of 2021-06-30.

Added: Qualcomm Inc (QCOM)

Jeppson Wealth Management, Llc added to a holding in Qualcomm Inc by 50.16%. The purchase prices were between $124.62 and $142.93, with an estimated average price of $135.16. The stock is now traded at around $139.550000. The impact to a portfolio due to this purchase was 0.24%. The holding were 9,176 shares as of 2021-06-30.

Added: Abbott Laboratories (ABT)

Jeppson Wealth Management, Llc added to a holding in Abbott Laboratories by 41.37%. The purchase prices were between $105.79 and $124.53, with an estimated average price of $116.66. The stock is now traded at around $118.730000. The impact to a portfolio due to this purchase was 0.13%. The holding were 6,728 shares as of 2021-06-30.

Sold Out: Snowflake Inc (SNOW)

Jeppson Wealth Management, Llc sold out a holding in Snowflake Inc. The sale prices were between $188.24 and $251.25, with an estimated average price of $232.72.



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