StockDriftsStockDriftsTop 50 Jeppson Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC COM | 7.66% | 96.3K | $24.4M | -0.27%(-262) | $108.90(+160.97%) | 2026-03-31 | |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | 5.56% | 171.5K | $17.7M | +0.39%(+663) | $100.96(+2.54%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION COM | 4.37% | 79.9K | $13.9M | -2.10%(-1.71K) | $15.65(+1155.51%) | 2026-03-31 | |
| LMT | LOCKHEED MARTIN CORP COM | 3.72% | 19.6K | $11.9M | -5.83%(-1.22K) | $394.35(+29.06%) | 2026-03-31 | |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | 2.8% | 178.8K | $8.9M | -0.48%(-869) | $49.71(+1.30%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP COM | 2.65% | 49.8K | $8.4M | -6.78%(-3.62K) | $78.17(+98.14%) | 2026-03-31 | |
| AMZN | AMAZON COM INC COM | 1.87% | 28.6K | $6.0M | -0.91%(-263) | $143.84(+90.17%) | 2026-03-31 | |
| T | AT&T INC COM | 1.75% | 192.5K | $5.6M | -1.33%(-2.60K) | $18.29(+41.57%) | 2026-03-31 | |
| GOOG | ALPHABET INC CAP STK CL C | 1.64% | 18.2K | $5.2M | -1.89%(-351) | $77.58(+395.34%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP COM | 1.62% | 14.0K | $5.2M | +2.96%(+402) | $235.45(+74.72%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.65% | +46.80% |
| Top 20 Holdings Unweighted | +17.99% | +64.24% |
Sign up free to track Jeppson Wealth Management, Llc, compare funds side by side, and get alerts the moment positions change.