JW

Jessup Wealth Management, Inc

13F
Jessup Wealth Management, Inc
Last update 2025-04-30 73 Stocks (16 new)
Value $238.00 Mil Turnover 23 %
Countries:
Jessup Wealth Management, Inc Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AMZN
Amazon.com Inc
156,254
29,728.9
+3.83%
12.500
+0.46%
0.000
+31.35%
+3.68%
2,414,901.7
Retail - Cyclical
AAPL
Apple Inc
95,727
21,263.9
+1.40%
8.940
+0.12%
0.000
+7.48%
-14.18%
3,202,241.1
Hardware
NVDA
NVIDIA Corp
135,463
14,681.5
-3.23%
6.170
-0.26%
0.000
+68.92%
+24.40%
4,073,453.7
Semiconductors
JNK
SPDR Bloomberg High Yield Bond ETF
115,053
10,964.6
+1.95%
4.610
+0.09%
0.160
+5.51%
+5.06%
8,039.7
 
GOOGL
Alphabet Inc
65,266
10,092.8
+2.74%
4.240
+0.11%
0.000
+26.47%
+1.32%
2,326,066.7
Interactive Media
BABA
Alibaba Group Holding Ltd
73,769
9,754.5
-12.14%
4.100
-0.37%
0.000
+5.93%
+44.77%
288,010.4
Retail - Cyclical
IEF
iShares 7-10 Year Treasury Bond ETF
99,253
9,465.7
+78.40%
3.980
+1.75%
0.030
+1.79%
+4.73%
34,969.9
 
KKR
KKR & Co Inc
78,850
9,115.9
+76.74%
3.830
+1.66%
0.010
+41.96%
-1.71%
129,116.4
Asset Management
AMD
Advanced Micro Devices Inc
75,774
7,785.0
+14.22%
3.270
+0.41%
0.000
+79.36%
+28.09%
250,863.7
Semiconductors
VXF
Vanguard Extended Market Index ETF
40,682
7,007.9
+5.21%
2.950
+0.15%
0.040
+22.64%
+5.21%
21,276.1
 

Jessup Wealth Management, Inc's Historical Top Holdings Breakdowns

Jessup Wealth Management, Inc's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
ULTA
Ulta Beauty Inc
2025-03-31
Sold Out
Sold Out
-3.72%
314.47 ($381.12) 431.35
$502.74
31.91%
Sold Out
0
-20,046
EBAY
eBay Inc
2025-03-31
Sold Out
Sold Out
-3.34%
61.61 ($66.65) 70.93
$81.76
22.67%
Sold Out
0
-126,598
EGO
Eldorado Gold Corp
2025-03-31
Sold Out
Sold Out
-2.90%
13.41 ($15.02) 16.82
$20.96
39.55%
Sold Out
0
-456,996
TEAM
Atlassian Corp
2025-03-31
New Buy
New Buy
+2.73%
208 ($263.86) 322.94
$198.44
-24.79%
New holding
30,612
30,612
TSLA
Tesla Inc
2025-03-31
New Buy
New Buy
+2.55%
222.15 ($333.26) 428.22
$332.11
-0.35%
New holding
23,409
23,409
SHOP
Shopify Inc
2025-03-31
New Buy
New Buy
+2.52%
90.59 ($108.97) 129.31
$123.71
13.53%
New holding
62,796
62,796
LNC
Lincoln National Corp
2025-03-31
New Buy
New Buy
+2.32%
30.06 ($35.48) 39.23
$34.50
-2.76%
New holding
154,018
154,018
TMUS
T-Mobile US Inc
2025-03-31
Reduce
Reduce
-1.98%
211.3 ($246.5) 272.83
$233.25
-5.38%
Reduce -54.39%
17,625
-21,016
IEF
iShares 7-10 Year Treasury Bond ETF
2025-03-31
Add
Add
+1.75%
91.17 ($93.56) 95.39
$95.00
1.54%
Add 78.4%
99,253
43,618
KKR
KKR & Co Inc
2025-03-31
Add
Add
+1.66%
108.17 ($137.58) 167.07
$144.97
5.37%
Add 76.74%
78,850
34,237

Jessup Wealth Management, Inc Total Holding History ($B)

To

Jessup Wealth Management, Inc's Asset Allocation

To

Jessup Wealth Management, Inc Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Jessup Wealth Management, Inc's Hypothetical Growth since 2025-03-31

Jessup Wealth Management, Inc's Yearly Returns

Year Portfolio % % Excess Gain %

Jessup Wealth Management, Inc's Holdings Heat Map

Size field:

Jessup Wealth Management, Inc's Holdings Bubble Chart

Jessup Wealth Management, Inc News

  • 1

Discussions on Jessup Wealth Management, Inc

No discussions yet.