Jeppson Wealth Management, Llc Buys Freeport-McMoRan Inc, Omega Healthcare Investors Inc, Baidu Inc, Sells Schlumberger, Pan American Silver Corp

Investment company Jeppson Wealth Management, Llc (Current Portfolio) buys Freeport-McMoRan Inc, Omega Healthcare Investors Inc, Baidu Inc, The Kraft Heinz Co, Dow Inc, sells Schlumberger, Pan American Silver Corp during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Jeppson Wealth Management, Llc. As of 2021Q3, Jeppson Wealth Management, Llc owns 157 stocks with a total value of $192 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) - 685,429 shares, 18.79% of the total portfolio. Shares added by 14.46%
  2. Apple Inc (AAPL) - 101,888 shares, 7.52% of the total portfolio. Shares reduced by 0.13%
  3. Lockheed Martin Corp (LMT) - 17,689 shares, 3.18% of the total portfolio. Shares added by 3.81%
  4. iShares TIPS Bond ETF (TIP) - 39,560 shares, 2.63% of the total portfolio. Shares added by 0.65%
  5. Amazon.com Inc (AMZN) - 1,391 shares, 2.38% of the total portfolio. Shares reduced by 0.22%
New Purchase: Freeport-McMoRan Inc (FCX)

Jeppson Wealth Management, Llc initiated holding in Freeport-McMoRan Inc. The purchase prices were between $30.48 and $38.73, with an estimated average price of $35.25. The stock is now traded at around $38.890000. The impact to a portfolio due to this purchase was 0.3%. The holding were 17,701 shares as of 2021-09-30.

New Purchase: Baidu Inc (BIDU)

Jeppson Wealth Management, Llc initiated holding in Baidu Inc. The purchase prices were between $137.33 and $201.46, with an estimated average price of $164.72. The stock is now traded at around $161.820000. The impact to a portfolio due to this purchase was 0.18%. The holding were 2,259 shares as of 2021-09-30.

New Purchase: iShares MSCI Emerging Markets ETF (EEM)

Jeppson Wealth Management, Llc initiated holding in iShares MSCI Emerging Markets ETF. The purchase prices were between $49.5 and $54.84, with an estimated average price of $52.06. The stock is now traded at around $51.620000. The impact to a portfolio due to this purchase was 0.15%. The holding were 5,572 shares as of 2021-09-30.

New Purchase: Las Vegas Sands Corp (LVS)

Jeppson Wealth Management, Llc initiated holding in Las Vegas Sands Corp. The purchase prices were between $35.59 and $53.13, with an estimated average price of $43.05. The stock is now traded at around $39.290000. The impact to a portfolio due to this purchase was 0.14%. The holding were 7,419 shares as of 2021-09-30.

New Purchase: ProShares Short QQQ (PSQ)

Jeppson Wealth Management, Llc initiated holding in ProShares Short QQQ. The purchase prices were between $11.45 and $12.4, with an estimated average price of $11.9. The stock is now traded at around $10.940000. The impact to a portfolio due to this purchase was 0.13%. The holding were 19,725 shares as of 2021-09-30.

New Purchase: Barrick Gold Corp (GOLD)

Jeppson Wealth Management, Llc initiated holding in Barrick Gold Corp. The purchase prices were between $17.58 and $21.81, with an estimated average price of $20.09. The stock is now traded at around $20.990000. The impact to a portfolio due to this purchase was 0.12%. The holding were 13,034 shares as of 2021-09-30.

Added: Omega Healthcare Investors Inc (OHI)

Jeppson Wealth Management, Llc added to a holding in Omega Healthcare Investors Inc by 92.00%. The purchase prices were between $29.96 and $37.5, with an estimated average price of $34.43. The stock is now traded at around $29.450000. The impact to a portfolio due to this purchase was 0.27%. The holding were 36,743 shares as of 2021-09-30.

Added: The Kraft Heinz Co (KHC)

Jeppson Wealth Management, Llc added to a holding in The Kraft Heinz Co by 26.05%. The purchase prices were between $35.66 and $40.49, with an estimated average price of $37.66. The stock is now traded at around $36.560000. The impact to a portfolio due to this purchase was 0.18%. The holding were 44,941 shares as of 2021-09-30.

Added: Dow Inc (DOW)

Jeppson Wealth Management, Llc added to a holding in Dow Inc by 27.40%. The purchase prices were between $55.53 and $65.38, with an estimated average price of $61.26. The stock is now traded at around $58.340000. The impact to a portfolio due to this purchase was 0.17%. The holding were 26,370 shares as of 2021-09-30.

Added: Campbell Soup Co (CPB)

Jeppson Wealth Management, Llc added to a holding in Campbell Soup Co by 101.11%. The purchase prices were between $40.43 and $46.08, with an estimated average price of $43.44. The stock is now traded at around $41.590000. The impact to a portfolio due to this purchase was 0.16%. The holding were 14,679 shares as of 2021-09-30.

Added: BHP Group Ltd (BHP)

Jeppson Wealth Management, Llc added to a holding in BHP Group Ltd by 56.01%. The purchase prices were between $52.56 and $80.24, with an estimated average price of $68.45. The stock is now traded at around $52.320000. The impact to a portfolio due to this purchase was 0.14%. The holding were 13,660 shares as of 2021-09-30.

Added: JetBlue Airways Corp (JBLU)

Jeppson Wealth Management, Llc added to a holding in JetBlue Airways Corp by 38.99%. The purchase prices were between $14.11 and $17.12, with an estimated average price of $15.36. The stock is now traded at around $14.860000. The impact to a portfolio due to this purchase was 0.04%. The holding were 20,490 shares as of 2021-09-30.

Sold Out: Schlumberger Ltd (SLB)

Jeppson Wealth Management, Llc sold out a holding in Schlumberger Ltd. The sale prices were between $26.44 and $33.07, with an estimated average price of $28.7.



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