JW
| |
Jessup Wealth Management, Inc13F | |
| Jessup Wealth Management, Inc | |
| Last update 2025-04-30 | 73 Stocks (16 new) |
| Value $238.00 Mil | Turnover 23 % |
Jessup Wealth Management, Inc Top Holdings of 2025-03-31
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| 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
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| 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)
Jessup Wealth Management, Inc's Asset Allocation
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
Jessup Wealth Management, Inc News
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