Sponsored

The Analysis of Jessup Wealth Management, Inc's Holdings & P&L

Currently, Jessup Wealth Management, Inc holds 77 types of securities in its portfolio with a total value $273.9M. In the most recent quarter, they have increased their positions in MSFT (+21.8K shares, valued at $8.1M), TMUS (+36.4K shares, valued at $7.7M), COST (+7.1K shares, valued at $7.1M); decreased their positions in N/A (-70.8K shares, valued at $6.5M), AAPL (-6.4K shares, valued at $1.6M), BABA (-12.0K shares, valued at $1.5M); initiated new positions in GNRC (+2.5K shares, valued at $488.7K), IGV (+4.8K shares, valued at $383.1K).

1M P&L

+24.7M+9.24%

3M P&L

+45.6M+18.54%

HY P&L

+43.7M+17.62%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A47.3M

20.3%

2Internet Retail39.8M

17.1%

3Semiconductors39.1M

16.7%

Top Industries by Stock Count

1N/A26 stocks

38.8%

2Semiconductors4 stocks

6.0%

3Software - Infrastructure4 stocks

6.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AMZN AMAZON COM INC153.1K shares1.06%2026-03-312026-05-15

NVDA NVIDIA CORPORATION136.0K shares8.15%2026-03-312026-05-15

AAPL APPLE INC88.7K shares-6.70%2026-03-312026-05-15

ALPHABET INC ALPHABET INC53.0K shares-0.58%2026-03-312026-05-15

SPDR SERIES TRUST SPDR SERIES TRUST134.8K shares1.39%2026-03-312026-05-15

IEF ISHARES TR117.2K shares2.35%2026-03-312026-05-15

MSFT MICROSOFT CORP30.0K shares262.26%2026-03-312026-05-15

COST COSTCO WHOLESALE CORPORATION11.0K shares184.30%2026-03-312026-05-15

Sponsored

TMUS T-MOBILE US INC51.2K shares247.39%2026-03-312026-05-15

TSLA TESLA INC26.2K shares2.27%2026-03-312026-05-15

AMD ADVANCED MICRO DEVICES INC47.2K shares8.87%2026-03-312026-05-15

VXF VANGUARD INDEX FDS42.0K shares1.01%2026-03-312026-05-15

BABA ALIBABA GROUP HLDG LTD63.1K shares-16.03%2026-03-312026-05-15

MERCK & CO INC MERCK & CO INC62.9K shares1.75%2026-03-312026-05-15

UNH UNITEDHEALTH GROUP INC27.8K shares3.71%2026-03-312026-05-15

CQQQ INVESCO EXCH TRADED FD TR II134.9K shares0.52%2026-03-312026-05-15

Sponsored

CSX CSX CORP138.7K shares5676.10%2026-03-312026-05-15

MU MICRON TECHNOLOGY INC16.3K shares-6.83%2026-03-312026-05-15

XLK SELECT SECTOR SPDR TR40.5K shares2.98%2026-03-312026-05-15

JPM JPMORGAN CHASE & CO17.5K shares-0.27%2026-03-312026-05-15

PG PROCTER & GAMBLE CO30.4K shares-1.01%2026-03-312026-05-15

IWM ISHARES TR9.9K shares-9.15%2026-03-312026-05-15

NUE NUCOR CORP11.1K shares0.00%2026-03-312026-05-15

JNJ JOHNSON & JOHNSON7.6K shares0.20%2026-03-312026-05-15

Sponsored

CINF CINCINNATI FINL CORP11.5K shares0.00%2026-03-312026-05-15

CRWD CROWDSTRIKE HLDGS INC4.5K shares0.16%2026-03-312026-05-15

PJAN INNOVATOR ETFS TRUST36.2K shares1.08%2026-03-312026-05-15

GS GOLDMAN SACHS GROUP INC1.9K shares-9.91%2026-03-312026-05-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.0K shares0.13%2026-03-312026-05-15

SPY STATE STR SPDR S&P 500 ETF T2.1K shares0.09%2026-03-312026-05-15

VANGUARD INDEX FDS VANGUARD INDEX FDS2.1K shares-0.10%2026-03-312026-05-15

V VISA INC4.0K shares-11.09%2026-03-312026-05-15

Sponsored

XBI SPDR SERIES TRUST8.6K shares-0.21%2026-03-312026-05-15

PMAR INNOVATOR ETFS TRUST22.2K shares20.43%2026-03-312026-05-15

BOXX EA SERIES TRUST7.7K shares0.00%2026-03-312026-05-15

AMAT APPLIED MATLS INC2.5K shares-4.57%2026-03-312026-05-15

BSJV INVESCO EXCH TRD SLF IDX FD31.9K shares5.72%2026-03-312026-05-15

LLY ELI LILLY & CO890 shares-29.03%2026-03-312026-05-15

PNOV INNOVATOR ETFS TRUST19.7K shares0.00%2026-03-312026-05-15

KKR & CO INC KKR & CO INC8.5K shares-89.27%2026-03-312026-05-15

Sponsored

PYLD PIMCO ETF TR28.1K shares3.58%2026-03-312026-05-15

SHW SHERWIN WILLIAMS CO2.3K shares-2.07%2026-03-312026-05-15

MAR MARRIOTT INTL INC NEW2.0K shares-6.10%2026-03-312026-05-15

UPS UNITED PARCEL SVCS INC6.5K shares19.98%2026-03-312026-05-15

PJUL INNOVATOR ETFS TRUST13.8K shares-11.32%2026-03-312026-05-15

BA BOEING CO3.1K shares11.90%2026-03-312026-05-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T3.1K shares0.00%2026-03-312026-05-15

SNDK SANDISK CORP917 shares0.00%2026-03-312026-05-15

Sponsored

SHV ISHARES TR5.2K shares6.74%2026-03-312026-05-15

ARKF ARK ETF TR13.3K shares25.12%2026-03-312026-05-15

GNRC GENERAC HLDGS INC2.5K sharesnew addition2026-03-312026-05-15

CAT CATERPILLAR INC686 shares-1.15%2026-03-312026-05-15

PAUG INNOVATOR ETFS TRUST10.8K shares-0.51%2026-03-312026-05-15

PSEP INNOVATOR ETFS TRUST10.1K shares0.00%2026-03-312026-05-15

XOM EXXON MOBIL CORP2.6K shares0.00%2026-03-312026-05-15

DFAX DIMENSIONAL ETF TRUST12.3K shares0.00%2026-03-312026-05-15

Sponsored

PANW PALO ALTO NETWORKS INC2.4K shares0.00%2026-03-312026-05-15

PLTR PALANTIR TECHNOLOGIES INC2.6K shares3.43%2026-03-312026-05-15

IGV ISHARES TR4.8K sharesnew addition2026-03-312026-05-15

ARHS ARHAUS INC55.4K shares-10.41%2026-03-312026-05-15

SNA SNAP ON INC973 shares0.00%2026-03-312026-05-15

TMO THERMO FISHER SCIENTIFIC INC714 shares9.01%2026-03-312026-05-15

SGOV ISHARES TR3.4K shares-4.12%2026-03-312026-05-15

MCD MCDONALDS CORP1.0K shares-2.42%2026-03-312026-05-15

Sponsored

GLD SPDR GOLD TR681 shares-34.33%2026-03-312026-05-15

ALPHABET INC ALPHABET INC979 shares-0.10%2026-03-312026-05-15

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.0K shares17.31%2026-03-312026-05-15

POCT INNOVATOR ETFS TRUST5.8K shares-7.94%2026-03-312026-05-15

KO COCA COLA CO3.2K shares-4.70%2026-03-312026-05-15

CAOS EA SERIES TRUST2.7K shares0.00%2026-03-312026-05-15

WMT WALMART INC1.9K shares90.64%2026-03-312026-05-15

TSM TAIWAN SEMICONDUCTOR MANUFAC681 shares2.10%2026-03-312026-05-15

Sponsored

ULTA ULTA BEAUTY INC434 shares-8.05%2026-03-312026-05-15

VEU VANGUARD INTL EQUITY INDEX F3.0K shares-0.34%2026-03-312026-05-15

GE AEROSPACE GE AEROSPACE749 shares235.87%2026-03-312026-05-15

SUB ISHARES TR1.9K shares0.00%2026-03-312026-05-15

F FORD MTR CO11.7K shares-7.47%2026-03-312026-05-15

AMZN

AMAZON COM INC

1.06%

Shares153.1K

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORPORATION

8.15%

Shares136.0K

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

-6.70%

Shares88.7K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

-0.58%

Shares53.0K

Event2026-03-31

Filed2026-05-15

SPDR SERIES TRUST

1.39%

Shares134.8K

Event2026-03-31

Filed2026-05-15

IEF

ISHARES TR

2.35%

Shares117.2K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

262.26%

Shares30.0K

Event2026-03-31

Filed2026-05-15

COST

COSTCO WHOLESALE CORPORATION

184.30%

Shares11.0K

Event2026-03-31

Filed2026-05-15

TMUS

T-MOBILE US INC

247.39%

Shares51.2K

Event2026-03-31

Filed2026-05-15

TSLA

TESLA INC

2.27%

Shares26.2K

Event2026-03-31

Filed2026-05-15

AMD

ADVANCED MICRO DEVICES INC

8.87%

Shares47.2K

Event2026-03-31

Filed2026-05-15

VXF

VANGUARD INDEX FDS

1.01%

Shares42.0K

Event2026-03-31

Filed2026-05-15

BABA

ALIBABA GROUP HLDG LTD

-16.03%

Shares63.1K

Event2026-03-31

Filed2026-05-15

MERCK & CO INC

1.75%

Shares62.9K

Event2026-03-31

Filed2026-05-15

UNH

UNITEDHEALTH GROUP INC

3.71%

Shares27.8K

Event2026-03-31

Filed2026-05-15

CQQQ

INVESCO EXCH TRADED FD TR II

0.52%

Shares134.9K

Event2026-03-31

Filed2026-05-15

CSX

CSX CORP

5676.10%

Shares138.7K

Event2026-03-31

Filed2026-05-15

MICRON TECHNOLOGY INC

-6.83%

Shares16.3K

Event2026-03-31

Filed2026-05-15

XLK

SELECT SECTOR SPDR TR

2.98%

Shares40.5K

Event2026-03-31

Filed2026-05-15

JPM

JPMORGAN CHASE & CO

-0.27%

Shares17.5K

Event2026-03-31

Filed2026-05-15

PROCTER & GAMBLE CO

-1.01%

Shares30.4K

Event2026-03-31

Filed2026-05-15

IWM

ISHARES TR

-9.15%

Shares9.9K

Event2026-03-31

Filed2026-05-15

NUE

NUCOR CORP

0.00%

Shares11.1K

Event2026-03-31

Filed2026-05-15

JNJ

JOHNSON & JOHNSON

0.20%

Shares7.6K

Event2026-03-31

Filed2026-05-15

CINF

CINCINNATI FINL CORP

0.00%

Shares11.5K

Event2026-03-31

Filed2026-05-15

CRWD

CROWDSTRIKE HLDGS INC

0.16%

Shares4.5K

Event2026-03-31

Filed2026-05-15

PJAN

INNOVATOR ETFS TRUST

1.08%

Shares36.2K

Event2026-03-31

Filed2026-05-15

GOLDMAN SACHS GROUP INC

-9.91%

Shares1.9K

Event2026-03-31

Filed2026-05-15

BERKSHIRE HATHAWAY INC DEL

0.13%

Shares3.0K

Event2026-03-31

Filed2026-05-15

SPY

STATE STR SPDR S&P 500 ETF T

0.09%

Shares2.1K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

-0.10%

Shares2.1K

Event2026-03-31

Filed2026-05-15

VISA INC

-11.09%

Shares4.0K

Event2026-03-31

Filed2026-05-15

XBI

SPDR SERIES TRUST

-0.21%

Shares8.6K

Event2026-03-31

Filed2026-05-15

PMAR

INNOVATOR ETFS TRUST

20.43%

Shares22.2K

Event2026-03-31

Filed2026-05-15

BOXX

EA SERIES TRUST

0.00%

Shares7.7K

Event2026-03-31

Filed2026-05-15

AMAT

APPLIED MATLS INC

-4.57%

Shares2.5K

Event2026-03-31

Filed2026-05-15

BSJV

INVESCO EXCH TRD SLF IDX FD

5.72%

Shares31.9K

Event2026-03-31

Filed2026-05-15

LLY

ELI LILLY & CO

-29.03%

Shares890

Event2026-03-31

Filed2026-05-15

PNOV

INNOVATOR ETFS TRUST

0.00%

Shares19.7K

Event2026-03-31

Filed2026-05-15

KKR & CO INC

-89.27%

Shares8.5K

Event2026-03-31

Filed2026-05-15

PYLD

PIMCO ETF TR

3.58%

Shares28.1K

Event2026-03-31

Filed2026-05-15

SHW

SHERWIN WILLIAMS CO

-2.07%

Shares2.3K

Event2026-03-31

Filed2026-05-15

MAR

MARRIOTT INTL INC NEW

-6.10%

Shares2.0K

Event2026-03-31

Filed2026-05-15

UPS

UNITED PARCEL SVCS INC

19.98%

Shares6.5K

Event2026-03-31

Filed2026-05-15

PJUL

INNOVATOR ETFS TRUST

-11.32%

Shares13.8K

Event2026-03-31

Filed2026-05-15

BOEING CO

11.90%

Shares3.1K

Event2026-03-31

Filed2026-05-15

INVESCO EXCHANGE TRADED FD T

0.00%

Shares3.1K

Event2026-03-31

Filed2026-05-15

SNDK

SANDISK CORP

0.00%

Shares917

Event2026-03-31

Filed2026-05-15

SHV

ISHARES TR

6.74%

Shares5.2K

Event2026-03-31

Filed2026-05-15

ARKF

ARK ETF TR

25.12%

Shares13.3K

Event2026-03-31

Filed2026-05-15

GNRC

GENERAC HLDGS INC

New

Shares2.5K

Event2026-03-31

Filed2026-05-15

CAT

CATERPILLAR INC

-1.15%

Shares686

Event2026-03-31

Filed2026-05-15

PAUG

INNOVATOR ETFS TRUST

-0.51%

Shares10.8K

Event2026-03-31

Filed2026-05-15

PSEP

INNOVATOR ETFS TRUST

0.00%

Shares10.1K

Event2026-03-31

Filed2026-05-15

XOM

EXXON MOBIL CORP

0.00%

Shares2.6K

Event2026-03-31

Filed2026-05-15

DFAX

DIMENSIONAL ETF TRUST

0.00%

Shares12.3K

Event2026-03-31

Filed2026-05-15

PANW

PALO ALTO NETWORKS INC

0.00%

Shares2.4K

Event2026-03-31

Filed2026-05-15

PLTR

PALANTIR TECHNOLOGIES INC

3.43%

Shares2.6K

Event2026-03-31

Filed2026-05-15

IGV

ISHARES TR

New

Shares4.8K

Event2026-03-31

Filed2026-05-15

ARHS

ARHAUS INC

-10.41%

Shares55.4K

Event2026-03-31

Filed2026-05-15

SNA

SNAP ON INC

0.00%

Shares973

Event2026-03-31

Filed2026-05-15

TMO

THERMO FISHER SCIENTIFIC INC

9.01%

Shares714

Event2026-03-31

Filed2026-05-15

SGOV

ISHARES TR

-4.12%

Shares3.4K

Event2026-03-31

Filed2026-05-15

MCD

MCDONALDS CORP

-2.42%

Shares1.0K

Event2026-03-31

Filed2026-05-15

GLD

SPDR GOLD TR

-34.33%

Shares681

Event2026-03-31

Filed2026-05-15

ALPHABET INC

-0.10%

Shares979

Event2026-03-31

Filed2026-05-15

DUKE ENERGY CORP NEW

17.31%

Shares2.0K

Event2026-03-31

Filed2026-05-15

POCT

INNOVATOR ETFS TRUST

-7.94%

Shares5.8K

Event2026-03-31

Filed2026-05-15

COCA COLA CO

-4.70%

Shares3.2K

Event2026-03-31

Filed2026-05-15

CAOS

EA SERIES TRUST

0.00%

Shares2.7K

Event2026-03-31

Filed2026-05-15

WMT

WALMART INC

90.64%

Shares1.9K

Event2026-03-31

Filed2026-05-15

TSM

TAIWAN SEMICONDUCTOR MANUFAC

2.10%

Shares681

Event2026-03-31

Filed2026-05-15

ULTA

ULTA BEAUTY INC

-8.05%

Shares434

Event2026-03-31

Filed2026-05-15

VEU

VANGUARD INTL EQUITY INDEX F

-0.34%

Shares3.0K

Event2026-03-31

Filed2026-05-15

GE AEROSPACE

235.87%

Shares749

Event2026-03-31

Filed2026-05-15

SUB

ISHARES TR

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-15

FORD MTR CO

-7.47%

Shares11.7K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

UNH Call CallUNITEDHEALTH GROUP INC300 sharesnew addition2026-03-312026-05-15

UNH Call

UNITEDHEALTH GROUP INC

New

Shares300

Event2026-03-31

Filed2026-05-15

Put Option Holdings

No put option holdings data available