The Analysis of Jessup Wealth Management, Inc's Holdings

Currently, Jessup Wealth Management, Inc holds 80 types of securities in its portfolio with a total value $268.5M. In the most recent quarter, they have increased their positions in JNK (+14.7K shares, valued at $1.4M), IEF (+13.9K shares, valued at $1.3M), AMD (+6.8K shares, valued at $1.1M); decreased their positions in AMZN (-11.7K shares, valued at $2.6M), UNH (-5.1K shares, valued at $1.8M), GOOGL (-5.3K shares, valued at $1.3M); initiated new positions in PAUG (+10.8K shares, valued at $460.8K), PSEP (+10.1K shares, valued at $435.1K), BX (+1.8K shares, valued at $302.1K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AMZN AMAZON COM INC143.5K shares-7.52%2025-09-302025-10-24

AAPL APPLE INC92.6K shares0.05%2025-09-302025-10-24

NVDA NVIDIA CORPORATION126.3K shares-3.60%2025-09-302025-10-24

GOOGL ALPHABET INC59.1K shares-8.27%2025-09-302025-10-24

BABA ALIBABA GROUP HLDG LTD74.7K shares4.08%2025-09-302025-10-24

AMD ADVANCED MICRO DEVICES INC82.1K shares9.10%2025-09-302025-10-24

JNK SPDR SERIES TRUST125.7K shares13.27%2025-09-302025-10-24

TSLA TESLA INC25.4K shares1.91%2025-09-302025-10-24

Sponsored

IEF ISHARES TR109.1K shares14.65%2025-09-302025-10-24

KKR KKR & CO INC77.6K shares-0.08%2025-09-302025-10-24

SHOP SHOPIFY INC57.3K shares-9.17%2025-09-302025-10-24

VXF VANGUARD INDEX FDS40.1K shares2.01%2025-09-302025-10-24

EQH EQUITABLE HLDGS INC126.0K shares-1.56%2025-09-302025-10-24

LNC LINCOLN NATL CORP IND133.2K shares-2.82%2025-09-302025-10-24

XLK SELECT SECTOR SPDR TR19.0K shares2.35%2025-09-302025-10-24

AAL AMERICAN AIRLS GROUP INC467.2K shares4.40%2025-09-302025-10-24

Sponsored

JPM JPMORGAN CHASE & CO.15.9K shares0.38%2025-09-302025-10-24

PG PROCTER AND GAMBLE CO30.9K shares-1.97%2025-09-302025-10-24

MSFT MICROSOFT CORP8.2K shares-1.88%2025-09-302025-10-24

TMUS T-MOBILE US INC16.5K shares4.20%2025-09-302025-10-24

COST COSTCO WHSL CORP NEW3.9K shares-0.41%2025-09-302025-10-24

MU MICRON TECHNOLOGY INC21.0K shares12.57%2025-09-302025-10-24

IWM ISHARES TR10.9K shares-0.41%2025-09-302025-10-24

CME CME GROUP INC8.0K shares0.01%2025-09-302025-10-24

Sponsored

CRWD CROWDSTRIKE HLDGS INC4.3K shares-0.23%2025-09-302025-10-24

CINF CINCINNATI FINL CORP11.5K shares0.00%2025-09-302025-10-24

PJAN INNOVATOR ETFS TRUST38.0K shares-0.41%2025-09-302025-10-24

GS GOLDMAN SACHS GROUP INC2.2K shares4.04%2025-09-302025-10-24

V VISA INC4.6K shares-0.91%2025-09-302025-10-24

NUE NUCOR CORP11.1K shares1.78%2025-09-302025-10-24

BRK.B BERKSHIRE HATHAWAY INC DEL3.0K shares20.21%2025-09-302025-10-24

JNJ JOHNSON & JOHNSON7.5K shares0.03%2025-09-302025-10-24

Sponsored

VOO VANGUARD INDEX FDS2.0K shares12.53%2025-09-302025-10-24

SPY SPDR S&P 500 ETF TR1.6K shares-0.67%2025-09-302025-10-24

PYPL PAYPAL HLDGS INC13.2K shares-6.25%2025-09-302025-10-24

LLY ELI LILLY & CO1.1K shares-2.39%2025-09-302025-10-24

BOXX EA SERIES TRUST7.7K shares0.00%2025-09-302025-10-24

ARHS ARHAUS INC80.8K shares-1.47%2025-09-302025-10-24

PMAR INNOVATOR ETFS TRUST18.5K shares-0.10%2025-09-302025-10-24

SHW SHERWIN WILLIAMS CO2.3K shares-0.85%2025-09-302025-10-24

Sponsored

PJUL INNOVATOR ETFS TRUST16.5K shares161.38%2025-09-302025-10-24

BA BOEING CO2.9K shares-9.73%2025-09-302025-10-24

RSP INVESCO EXCHANGE TRADED FD T3.0K shares-0.03%2025-09-302025-10-24

SPYG SPDR SERIES TRUST5.3K shares0.00%2025-09-302025-10-24

MAR MARRIOTT INTL INC NEW2.1K shares0.00%2025-09-302025-10-24

AMAT APPLIED MATLS INC2.7K shares-7.01%2025-09-302025-10-24

CPNG COUPANG INC16.4K shares-17.73%2025-09-302025-10-24

PNOV INNOVATOR ETFS TRUST12.4K shares0.00%2025-09-302025-10-24

Sponsored

PANW PALO ALTO NETWORKS INC2.4K shares0.00%2025-09-302025-10-24

UNH UNITEDHEALTH GROUP INC1.4K shares-78.68%2025-09-302025-10-24

PLTR PALANTIR TECHNOLOGIES INC2.5K shares0.00%2025-09-302025-10-24

PAUG INNOVATOR ETFS TRUST10.8K sharesnew addition2025-09-302025-10-24

SUB ISHARES TR4.1K shares0.00%2025-09-302025-10-24

SHV ISHARES TR4.0K shares1.33%2025-09-302025-10-24

PSEP INNOVATOR ETFS TRUST10.1K sharesnew addition2025-09-302025-10-24

DFAX DIMENSIONAL ETF TRUST12.3K shares0.00%2025-09-302025-10-24

Sponsored

GLD SPDR GOLD TR1.0K shares-14.68%2025-09-302025-10-24

SGOV ISHARES TR3.5K shares-11.12%2025-09-302025-10-24

DFAC DIMENSIONAL ETF TRUST9.2K shares0.00%2025-09-302025-10-24

SNA SNAP ON INC973 shares0.00%2025-09-302025-10-24

TMO THERMO FISHER SCIENTIFIC INC683 shares0.15%2025-09-302025-10-24

CAT CATERPILLAR INC694 shares0.00%2025-09-302025-10-24

MCD MCDONALDS CORP1.1K shares0.38%2025-09-302025-10-24

BX BLACKSTONE INC1.8K sharesnew addition2025-09-302025-10-24

Sponsored

AVGO BROADCOM INC881 shares0.00%2025-09-302025-10-24

XOM EXXON MOBIL CORP2.5K shares-0.08%2025-09-302025-10-24

PYLD PIMCO ETF TR10.2K sharesnew addition2025-09-302025-10-24

SLV ISHARES SILVER TR6.4K shares0.00%2025-09-302025-10-24

ULTA ULTA BEAUTY INC480 shares0.00%2025-09-302025-10-24

PDEC INNOVATOR ETFS TRUST6.2K shares0.00%2025-09-302025-10-24

WFC WELLS FARGO CO NEW3.1K shares0.00%2025-09-302025-10-24

GOOG ALPHABET INC1.0K sharesnew addition2025-09-302025-10-24

Sponsored

CAOS EA SERIES TRUST2.7K shares0.00%2025-09-302025-10-24

INDA ISHARES TR4.3K shares-6.81%2025-09-302025-10-24

KO COCA COLA CO3.4K shares0.39%2025-09-302025-10-24

DUK DUKE ENERGY CORP NEW1.7K shares-3.51%2025-09-302025-10-24

VEU VANGUARD INTL EQUITY INDEX F3.0K sharesnew addition2025-09-302025-10-24

KWEB KRANESHARES TRUST5.0K sharesnew addition2025-09-302025-10-24

DIS DISNEY WALT CO1.8K shares0.11%2025-09-302025-10-24

F FORD MTR CO10.4K shares0.86%2025-09-302025-10-24

Sponsored

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available