Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| JEPPSON WEALTH MANAGEMENT LLC | 08-05-2024 | 06-30-2024 | 205 | 262,131,788 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BRISTOL-MYERS SQUIBB CO COM | Stock | 101 | $611,695 | 14,729 | 0.00 | 0.00 | -14,622 | -49.82 | 06-30-2024 |
| DOMINION ENERGY INC COM | Stock | 102 | $611,373 | 12,477 | 0.00 | 0.00 | 1,028 | 8.98 | 06-30-2024 |
| LYONDELLBASELL INDUSTRIES N V SHS - A - | Stock | 103 | $605,754 | 6,332 | 0.00 | 0.00 | -52 | -0.81 | 06-30-2024 |
| CAMPBELL SOUP CO COM | Stock | 104 | $585,956 | 12,967 | 0.00 | 0.00 | -1,134 | -8.04 | 06-30-2024 |
