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 | +29.70% | +2.05% | 2,376,789.0 | Retail - Cyclical | |
AAPL | Apple Inc | 95,727 | 21,263.9 | +1.40% | 8.940 | +0.12% | 0.000 | +6.76% | -15.93% | 3,136,822.2 | Hardware | |
NVDA | NVIDIA Corp | 135,463 | 14,681.5 | -3.23% | 6.170 | -0.26% | 0.000 | +70.47% | +28.85% | 4,219,047.4 | Semiconductors | |
JNK | SPDR Bloomberg High Yield Bond ETF | 115,053 | 10,964.6 | +1.95% | 4.610 | +0.09% | 0.160 | +4.77% | +4.57% | 8,002.4 | ||
GOOGL | Alphabet Inc | 65,266 | 10,092.8 | +2.74% | 4.240 | +0.11% | 0.000 | +21.59% | -2.79% | 2,233,811.7 | Interactive Media | |
BABA | Alibaba Group Holding Ltd | 73,769 | 9,754.5 | -12.14% | 4.100 | -0.37% | 0.000 | +9.56% | +40.68% | 279,874.3 | Retail - Cyclical | |
IEF | iShares 7-10 Year Treasury Bond ETF | 99,253 | 9,465.7 | +78.40% | 3.980 | +1.75% | 0.030 | +0.40% | +3.78% | 34,728.1 | ||
KKR | KKR & Co Inc | 78,850 | 9,115.9 | +76.74% | 3.830 | +1.66% | 0.010 | +43.01% | +0.07% | 131,458.7 | Asset Management | |
AMD | Advanced Micro Devices Inc | 75,774 | 7,785.0 | +14.22% | 3.270 | +0.41% | 0.000 | +83.33% | +32.80% | 260,089.4 | Semiconductors | |
VXF | Vanguard Extended Market Index ETF | 40,682 | 7,007.9 | +5.21% | 2.950 | +0.15% | 0.040 | +23.05% | +5.21% | 21,553.0 |
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 | $490.07 | 28.59% | Sold Out | 0 | -20,046 | |
EBAY | eBay Inc | 2025-03-31 | Sold Out Sold Out | -3.34% | 61.61 ($66.65) 70.93 | $76.79 | 15.21% | Sold Out | 0 | -126,598 | |
EGO | Eldorado Gold Corp | 2025-03-31 | Sold Out Sold Out | -2.90% | 13.41 ($15.02) 16.82 | $20.13 | 34.02% | Sold Out | 0 | -456,996 | |
TEAM | Atlassian Corp | 2025-03-31 | New Buy New Buy | +2.73% | 208 ($263.86) 322.94 | $190.62 | -27.76% | New holding | 30,612 | 30,612 | |
TSLA | Tesla Inc | 2025-03-31 | New Buy New Buy | +2.55% | 222.15 ($333.26) 428.22 | $319.41 | -4.16% | New holding | 23,409 | 23,409 | |
SHOP | Shopify Inc | 2025-03-31 | New Buy New Buy | +2.52% | 90.59 ($108.97) 129.31 | $126.75 | 16.32% | 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 | $34.48 | -2.82% | New holding | 154,018 | 154,018 | |
TMUS | T-Mobile US Inc | 2025-03-31 | Reduce Reduce | -1.98% | 211.3 ($246.5) 272.83 | $227.03 | -7.90% | 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 | $94.14 | 0.62% | Add 78.4% | 99,253 | 43,618 | |
KKR | KKR & Co Inc | 2025-03-31 | Add Add | +1.66% | 108.17 ($137.58) 167.07 | $147.60 | 7.28% | Add 76.74% | 78,850 | 34,237 |
Jessup Wealth Management, Inc Total Holding History ($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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