Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| JEPPSON WEALTH MANAGEMENT LLC | 04-17-2024 | 03-31-2024 | 208 | 257,738,987 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NUTRIEN LTD COM | Stock | 201 | $235,488 | 4,336 | 0.00 | 0.00 | 49 | 1.14 | 03-31-2024 |
| DELL TECHNOLOGIES INC CL C | Stock | 202 | $230,730 | 2,022 | 0.00 | 2,022 | +Inf | 03-31-2024 | |
| BRIXMOR PPTY GROUP INC COM | REIT | 203 | $230,396 | 9,825 | 0.00 | 0.00 | -200 | -2.00 | 03-31-2024 |
| NORFOLK SOUTHN CORP COM | Stock | 204 | $229,383 | 900 | 0.00 | 900 | +Inf | 03-31-2024 |
