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
+24.49%
+5.85%
2,465,435.5
Retail - Cyclical
AAPL
Apple Inc
95,727
21,263.9
+1.40%
8.940
+0.12%
0.000
+2.72%
-14.43%
3,192,682.2
Hardware
NVDA
NVIDIA Corp
135,463
14,681.5
-3.23%
6.170
-0.26%
0.000
+63.25%
+29.40%
4,237,094.2
Semiconductors
JNK
SPDR Bloomberg High Yield Bond ETF
115,053
10,964.6
+1.95%
4.610
+0.09%
0.160
+3.93%
+4.99%
8,033.9
 
GOOGL
Alphabet Inc
65,266
10,092.8
+2.74%
4.240
+0.11%
0.000
+20.80%
+1.76%
2,329,696.9
Interactive Media
BABA
Alibaba Group Holding Ltd
73,769
9,754.5
-12.14%
4.100
-0.37%
0.000
+3.28%
+45.30%
289,060.3
Retail - Cyclical
IEF
iShares 7-10 Year Treasury Bond ETF
99,253
9,465.7
+78.40%
3.980
+1.75%
0.030
+0.63%
+4.20%
34,793.2
 
KKR
KKR & Co Inc
78,850
9,115.9
+76.74%
3.830
+1.66%
0.010
+32.83%
+1.83%
133,765.5
Asset Management
AMD
Advanced Micro Devices Inc
75,774
7,785.0
+14.22%
3.270
+0.41%
0.000
+71.61%
+34.22%
262,862.0
Semiconductors
VXF
Vanguard Extended Market Index ETF
40,682
7,007.9
+5.21%
2.950
+0.15%
0.040
+17.79%
+5.47%
21,328.6
 

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
$513.55
34.75%
Sold Out
0
-20,046
EBAY
eBay Inc
2025-03-31
Sold Out
Sold Out
-3.34%
61.61 ($66.65) 70.93
$82.45
23.71%
Sold Out
0
-126,598
EGO
Eldorado Gold Corp
2025-03-31
Sold Out
Sold Out
-2.90%
13.41 ($15.02) 16.82
$20.47
36.28%
Sold Out
0
-456,996
TEAM
Atlassian Corp
2025-03-31
New Buy
New Buy
+2.73%
208 ($263.86) 322.94
$199.83
-24.27%
New holding
30,612
30,612
TSLA
Tesla Inc
2025-03-31
New Buy
New Buy
+2.55%
222.15 ($333.26) 428.22
$305.30
-8.39%
New holding
23,409
23,409
SHOP
Shopify Inc
2025-03-31
New Buy
New Buy
+2.52%
90.59 ($108.97) 129.31
$122.08
12.03%
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
$34.72
-2.14%
New holding
154,018
154,018
TMUS
T-Mobile US Inc
2025-03-31
Reduce
Reduce
-1.98%
211.3 ($246.5) 272.83
$247.50
0.41%
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
$94.52
1.03%
Add 78.4%
99,253
43,618
KKR
KKR & Co Inc
2025-03-31
Add
Add
+1.66%
108.17 ($137.58) 167.07
$150.19
9.17%
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

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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

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Jessup Wealth Management, Inc's Holdings Bubble Chart

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