Get Premium to unlock powerful stock data

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

Author's Avatar
insider
Nov 17, 2021
Article's Main Image
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.



Here is the complete portfolio of JEPPSON WEALTH MANAGEMENT, LLC. Also check out:

1. JEPPSON WEALTH MANAGEMENT, LLC's Undervalued Stocks
2. JEPPSON WEALTH MANAGEMENT, LLC's Top Growth Companies, and
3. JEPPSON WEALTH MANAGEMENT, LLC's High Yield stocks
4. Stocks that JEPPSON WEALTH MANAGEMENT, LLC keeps buying
Rating:
NaN / 5 ( votes)
Author's Avatar
WRITTEN BY

GuruFocus Screeners

Related Articles

Q&A with Gurus