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Jessup Wealth Management

Latest statistics and disclosures from Jessup Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are AMZN, AAPL, NVDA, GOOGL, JNK, and represent 37.65% of Jessup Wealth Management's stock portfolio.
Added to shares of these 10 stocks: UNH (+$8.4M), CQQQ (+$7.0M), MRK (+$6.5M), EL (+$6.3M), XLK, AMZN, XBI, EQH, BSJV, JNK.
Started 307 new stock positions in MPWR, UAA, BJUN, XBI, VRSK, GEV, VCR, NKE, AXON, XLC.
Reduced shares in these 10 stocks: AMD (-$8.3M), SHOP (-$7.9M), AAL (-$6.9M), GOOGL, MU, PYPL, , TMUS, SLV, BX.
Sold out of its positions in BX, SPYG.
Jessup Wealth Management was a net buyer of stock by $22M.
Jessup Wealth Management has $303M in assets under management (AUM), dropping by 12.65%.
Central Index Key (CIK): 0001963536

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Portfolio Holdings for Jessup Wealth Management

Jessup Wealth Management holds 385 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Amazon.com Common Stock (AMZN)	11.6	$35M	+5%	152k	230.82	View chart
Apple Common Stock (AAPL)	8.5	$26M	+2%	95k	271.86	View chart
Nvidia Corp Common Stock (NVDA)	7.8	$23M		126k	186.50	View chart
Alphabet Common Stock (GOOGL)	5.5	$17M	-9%	53k	313.00	View chart
SPDR Bloomberg Barclays High yield Bond ETF Etf (JNK)	4.3	$13M	+5%	133k	97.21	View chart
Tesla Common Stock (TSLA)	3.8	$12M		26k	449.71	View chart
iShares 7-10 Year Treasury Bond ETF Etf (IEF)	3.6	$11M	+4%	115k	96.16	View chart
Alibaba Group Holding Common Stock (BABA)	3.6	$11M		75k	146.58	View chart
Kkr & Co Common Stock (KKR)	3.3	$10M	+2%	79k	127.48	View chart
Advanced Micro Devices Common Stock (AMD)	3.1	$9.3M	-47%	43k	214.16	View chart
UnitedHealth Group Common Stock (UNH)	2.9	$8.8M	+1849%	27k	330.11	View chart
Vanguard Extended Market Index Fund ETF Shares Etf (VXF)	2.9	$8.7M	+3%	42k	209.12	View chart
Invesco China Technology ETF Etf (CQQQ)	2.3	$7.0M	NEW	134k	52.00	View chart
Equitable Holdings Common Stock (EQH)	2.3	$6.8M	+13%	143k	47.65	View chart
Merck & Co Common Stock (MRK)	2.2	$6.5M	NEW	62k	105.26	View chart
Estee Lauder Companies Common Stock (EL)	2.1	$6.3M	NEW	60k	104.72	View chart
Lincoln National Corp Common Stock (LNC)	1.9	$5.9M		132k	44.53	View chart
State Street Technology Select Sector SPDR ETF Etf (XLK)	1.9	$5.7M	+106%	39k	143.97	View chart
JPMorgan Chase & Co Common Stock (JPM)	1.9	$5.6M	+9%	18k	322.23	View chart
Micron Technology Common Stock (MU)	1.7	$5.0M	-16%	18k	285.42	View chart
Procter & Gamble Common Stock (PG)	1.5	$4.4M		31k	143.31	View chart
Microsoft Corp Common Stock (MSFT)	1.3	$4.0M		8.3k	483.64	View chart
Costco Wholesale Corp Common Stock (COST)	1.1	$3.3M		3.9k	862.44	View chart
T-Mobile U.S Common Stock (TMUS)	1.0	$3.0M	-10%	15k	203.05	View chart
iShares Russell 2000 ETF Etf (IWM)	0.9	$2.7M		11k	245.85	View chart
CME Group Common Stock (CME)	0.8	$2.5M	+13%	9.0k	273.09	View chart
Crowdstrike Holdings Common Stock (CRWD)	0.7	$2.1M	+2%	4.5k	468.76	View chart
Goldman Sachs Group Common Stock (GS)	0.6	$1.9M		2.1k	879.02	View chart
Cincinnati Financial Corp Common Stock (CINF)	0.6	$1.9M		12k	163.32	View chart
Nucor Corp Common Stock (NUE)	0.6	$1.8M		11k	163.11	View chart
Innovator U.S. Equity Power Buffer ETF - January Etf (PJAN)	0.6	$1.7M	-5%	36k	47.02	View chart
Visa Common Stock (V)	0.5	$1.6M		4.5k	350.74	View chart
Johnson & Johnson Common Stock (JNJ)	0.5	$1.6M		7.6k	206.95	View chart
Berkshire Hathaway Inc Cl B Common Stock (BRK.B)	0.5	$1.5M		3.0k	502.65	View chart
Spdr S&p 500 Etf Etf (SPY)	0.5	$1.4M	+29%	2.1k	681.77	View chart
Eli Lilly & Co Common Stock (LLY)	0.4	$1.3M	+9%	1.3k	1074.79	View chart
Shopify Common Stock (SHOP)	0.4	$1.3M	-85%	8.2k	160.97	View chart
Vanguard S&P 500 ETF Etf (VOO)	0.4	$1.3M	+4%	2.1k	627.18	View chart
State Street SPDR S&P Biotech ETF Etf (XBI)	0.3	$1.1M	NEW	8.6k	121.93	View chart
Alpha Architect 1-3 Month Box ETF Etf (BOXX)	0.3	$883k		7.7k	115.10	View chart
Innovator S&P 500 Power Buffer ETF Mar Etf (PMAR)	0.3	$830k		19k	44.94	View chart
Innovator S&P 500 Power Buffer ETF Nov Etf (PNOV)	0.3	$823k	+58%	20k	41.78	View chart
Invesco Bulletshares 2031 High-Yield Corporate Bond ETF Etf (BSJV)	0.3	$806k	NEW	30k	26.70	View chart
Sherwin-Williams Common Stock (SHW)	0.2	$753k		2.3k	324.06	View chart
Innovator S&P 500 Power Buffer ETF Jul Etf (PJUL)	0.2	$724k	-5%	16k	46.43	View chart
PIMCO Multisector Bond Active Exchange-Traded Fund Etf (PYLD)	0.2	$723k	+165%	27k	26.68	View chart
Arhaus Common Stock (ARHS)	0.2	$693k	-23%	62k	11.21	View chart
Applied Materials Common Stock (AMAT)	0.2	$670k		2.6k	256.97	View chart
Marriott International Common Stock (MAR)	0.2	$652k		2.1k	310.24	View chart
Boeing Common Stock (BA)	0.2	$609k	-3%	2.8k	217.12	View chart
Invesco S&P 500 Equal Weight ETF Etf (RSP)	0.2	$588k		3.1k	191.56	View chart
iShares Short Treasury Bond ETF Etf (SHV)	0.2	$539k	+23%	4.9k	110.14	View chart
United Parcel Service Common Stock (UPS)	0.2	$536k	NEW	5.4k	99.20	View chart
ARK Blockchain And Fintech Innovation ETF Stock/ETF (ARKF)	0.2	$505k	NEW	11k	47.63	View chart
Innovator S&P 500 Power Buffer ETF Aug Etf (PAUG)	0.2	$468k		11k	43.25	View chart
Palantir Technologies Inc Cl A Common Stock (PLTR)	0.1	$450k		2.5k	177.75	View chart
Innovator S&P 500 Power Buffer ETF Sep Etf (PSEP)	0.1	$443k		10k	43.72	View chart
Palo Alto Networks Common Stock (PANW)	0.1	$441k		2.4k	184.20	View chart
SPDR Gold Shares Etf (GLD)	0.1	$411k		1.0k	396.31	View chart
Dimensional World Ex U.S. Core Equity ETF Etf (DFAX)	0.1	$403k		12k	32.73	View chart
Caterpillar Common Stock (CAT)	0.1	$398k		694.00	572.72	View chart
Thermo Fisher Scientific Common Stock (TMO)	0.1	$380k	-4%	655.00	579.67	View chart
iShares 0-3 Month Treasury Bond ETF Etf (SGOV)	0.1	$360k		3.6k	100.38	View chart
Coupang Inc Cl A Common Stock (CPNG)	0.1	$357k	-7%	15k	23.59	View chart
Snap-On Common Stock (SNA)	0.1	$335k		973.00	344.60	View chart
McDonald's Corp Common Stock (MCD)	0.1	$328k		1.1k	305.60	View chart
Alphabet Inc Capital Stock Cl C Common Stock (GOOG)	0.1	$308k	-3%	980.00	313.95	View chart
Exxon Mobil Corp Common Stock (XOM)	0.1	$308k		2.6k	120.33	View chart
State Street Health Care Select Sector SPDR ETF Etf (XLV)	0.1	$307k	NEW	2.0k	154.80	View chart
American Airlines Group Common Stock (AAL)	0.1	$295k	-95%	19k	15.33	View chart
Ulta Beauty Common Stock (ULTA)	0.1	$286k		472.00	605.01	View chart
Innovator S&P 500 Power Buffer ETF Oct Etf (POCT)	0.1	$277k	NEW	6.3k	43.92	View chart
Wells Fargo & Co Common Stock (WFC)	0.1	$275k	-3%	3.0k	93.21	View chart
Alpha Architect Tail Risk ETF Etf (CAOS)	0.1	$239k		2.7k	89.78	View chart
Coca-Cola Common Stock (KO)	0.1	$238k		3.4k	69.91	View chart
Broadcom Common Stock (AVGO)	0.1	$229k	-24%	661.00	346.30	View chart
Vanguard FTSE All-World Ex-U.S. Index Fund ETF Shares Etf (VEU)	0.1	$219k		3.0k	73.55	View chart
Sandisk Corp Common Stock (SNDK)	0.1	$218k	NEW	917.00	237.38	View chart
KraneShares Csi China Internet ETF Etf (KWEB)	0.1	$215k	+27%	6.3k	34.05	View chart
Walt Disney Common Stock (DIS)	0.1	$204k		1.8k	113.79	View chart
Duke Energy Corp Common Stock (DUK)	0.1	$203k		1.7k	117.21	View chart
Taiwan Semiconductor Manufacturing Common Stock (TSM)	0.1	$203k	NEW	667.00	303.89	View chart
iShares Short-Term National Municipal Bond ETF Etf (SUB)	0.1	$201k	-54%	1.9k	106.70	View chart
Mastercard Common Stock (MA)	0.1	$193k	NEW	339.00	570.24	View chart
Paypal Holdings Common Stock (PYPL)	0.1	$180k	-76%	3.1k	58.38	View chart
Qualcomm Common Stock (QCOM)	0.1	$178k	NEW	1.0k	171.07	View chart
Innovator S&P 500 Power Buffer ETF Dec Etf (PDEC)	0.1	$168k	-37%	3.9k	43.38	View chart
Ford Motor Common Stock (F)	0.1	$166k	+21%	13k	13.12	View chart
American Express Common Stock (AXP)	0.1	$164k	NEW	443.00	369.56	View chart
BlackRock Common Stock (BLK)	0.1	$161k	NEW	150.00	1069.71	View chart
State Street Financial Select Sector SPDR ETF Etf (XLF)	0.1	$159k	NEW	2.9k	54.77	View chart
Smithfield Foods Common Stock (SFD)	0.1	$157k	NEW	7.1k	22.33	View chart
Hershey Common Stock (HSY)	0.0	$149k	NEW	820.00	181.98	View chart
Intuit Common Stock (INTU)	0.0	$144k	NEW	217.00	661.20	View chart
Fidelity MSCI Information Technology Index ETF Etf (FTEC)	0.0	$143k	NEW	635.00	224.73	View chart
Williams Companies Common Stock (WMB)	0.0	$142k	NEW	2.4k	60.11	View chart
Rtx Corp Common Stock (RTX)	0.0	$138k	NEW	755.00	183.28	View chart
Oracle Corp Common Stock (ORCL)	0.0	$138k	NEW	707.00	194.95	View chart
Standex International Corp Common Stock (SXI)	0.0	$136k	NEW	625.00	217.22	View chart
iShares MSCI India ETF Etf (INDA)	0.0	$135k	-42%	2.5k	54.05	View chart
Biogen Common Stock (BIIB)	0.0	$128k	NEW	727.00	175.99	View chart
Novo Nordisk As Common Stock (NVO)	0.0	$124k	NEW	2.4k	50.88	View chart
State Street SPDR S&P Aerospace & Defense ETF Etf (XAR)	0.0	$122k	NEW	505.00	241.22	View chart
Vanguard FTSE Emerging Markets Index Fund ETF Shares Etf (VWO)	0.0	$119k	NEW	2.2k	53.77	View chart
Morgan Stanley Common Stock (MS)	0.0	$119k	NEW	669.00	177.53	View chart
Calamos ETF Trust S&P 500 Structured Alt Prtction ETF Dec Etf (CPSD)	0.0	$116k	NEW	4.5k	26.02	View chart
Wal-Mart Common Stock (WMT)	0.0	$111k	NEW	994.00	111.38	View chart
Johnson Controls International Common Stock (JCI)	0.0	$109k	NEW	911.00	119.69	View chart
Rocket Companies Inc Cl A Common Stock (RKT)	0.0	$107k	NEW	5.5k	19.36	View chart
Vanguard Dividend Appreciation Index Fund ETF Shares Etf (VIG)	0.0	$101k	NEW	460.00	219.66	View chart
Innovator S&P 500 Ultra Buffer ETF Dec Etf (UDEC)	0.0	$98k	NEW	2.5k	39.64	View chart
Church & Dwight Common Stock (CHD)	0.0	$96k	NEW	1.1k	83.85	View chart
Meta Platforms Inc Class A Common Stock (META)	0.0	$95k	NEW	144.00	660.38	View chart
Dimensional U.S. Core Equity 2 ETF Etf (DFAC)	0.0	$91k	-75%	2.3k	39.59	View chart
Vanguard Mid-Cap Index Fund ETF Shares Etf (VO)	0.0	$90k	NEW	311.00	290.22	View chart
CSX Corp Common Stock (CSX)	0.0	$87k	NEW	2.4k	36.25	View chart
Grail Common Stock (GRAL)	0.0	$85k	NEW	994.00	85.59	View chart
Celestica Common Stock (CLS)	0.0	$84k	NEW	285.00	295.61	View chart
Pfizer Common Stock (PFE)	0.0	$83k	NEW	3.4k	24.90	View chart
Crocs Common Stock (CROX)	0.0	$80k	NEW	934.00	85.52	View chart
Fifth Third Bancorp Common Stock (FITB)	0.0	$79k	NEW	1.7k	46.81	View chart
Altria Group Common Stock (MO)	0.0	$76k	NEW	1.3k	57.67	View chart
Fidelity NASDAQ Composite Index ETF Etf (ONEQ)	0.0	$76k	NEW	829.00	91.40	View chart
Vanguard Growth Index Fund ETF Shares Etf (VUG)	0.0	$76k	NEW	155.00	487.86	View chart
3M Common Stock (MMM)	0.0	$75k	NEW	466.00	160.24	View chart
iShares Silver Trust Etf (SLV)	0.0	$74k	-82%	1.2k	64.42	View chart
Nu Holdings Common Stock (NU)	0.0	$74k	NEW	4.4k	16.74	View chart
Emqq The Emerging Markets Internet ETF Etf (EMQQ)	0.0	$73k	NEW	1.8k	40.36	View chart
iShares Semiconductor ETF Etf (SOXX)	0.0	$72k	NEW	240.00	301.15	View chart
iShares MSCI Malaysia ETF Etf (EWM)	0.0	$72k	NEW	2.6k	27.36	View chart
Bank of America Corp Common Stock (BAC)	0.0	$71k	NEW	1.3k	54.99	View chart
iShares U.S. Home Construction ETF Etf (ITB)	0.0	$69k	NEW	719.00	96.30	View chart
GE Aerospace Common Stock (GE)	0.0	$69k	NEW	223.00	307.50	View chart
VanEck Vectors Morningstar Wide Moat ETF Etf (MOAT)	0.0	$68k	NEW	654.00	103.51	View chart
Home Depot Common Stock (HD)	0.0	$66k	NEW	191.00	344.09	View chart
Booking Holdings Common Stock (BKNG)	0.0	$65k	NEW	12.00	5440.08	View chart
Innovator S&P 500 Power Buffer ETF Feb Etf (PFEB)	0.0	$61k	NEW	1.5k	40.71	View chart
Shell Common Stock (SHEL)	0.0	$59k	NEW	800.00	73.48	View chart
Innovator S&P 500 Power Buffer ETF Apr Etf (PAPR)	0.0	$57k	NEW	1.4k	39.11	View chart
Innovator S&P 500 Power Buffer ETF May Etf (PMAY)	0.0	$56k	NEW	1.4k	39.59	View chart
First Citizens Bancshares Common Stock (FCNCA)	0.0	$56k	NEW	26.00	2146.19	View chart
Leidos Holdings Common Stock (LDOS)	0.0	$53k	NEW	296.00	180.40	View chart
Chevron Corp Common Stock (CVX)	0.0	$53k	NEW	350.00	152.41	View chart
JM Smucker Common Stock (SJM)	0.0	$53k	NEW	545.00	97.81	View chart
International Business Machines Corp Common Stock (IBM)	0.0	$52k	NEW	177.00	296.21	View chart
Uber Technologies Common Stock (UBER)	0.0	$52k	NEW	641.00	81.71	View chart
General Mills Common Stock (GIS)	0.0	$52k	NEW	1.1k	46.48	View chart
Capital Group Dividend Value ETF Etf (CGDV)	0.0	$51k	NEW	1.2k	43.64	View chart
Dollar Tree Common Stock (DLTR)	0.0	$50k	NEW	409.00	123.01	View chart
Ferrari NV Common Stock (RACE)	0.0	$50k	NEW	136.00	369.24	View chart
FS Credit Opportunities Corp. Common Stock (FSCO)	0.0	$50k	NEW	8.0k	6.30	View chart
Cardinal Health Common Stock (CAH)	0.0	$50k	NEW	244.00	205.50	View chart
ON Holding AG Namen Akt A Common Stock (ONON)	0.0	$47k	NEW	1.0k	46.48	View chart
Blackrock Flexible Income ETF Etf (BINC)	0.0	$45k	NEW	850.00	52.77	View chart
Elevance Health Common Stock (ELV)	0.0	$45k	NEW	128.00	349.39	View chart
Autozone Common Stock (AZO)	0.0	$44k	NEW	13.00	3391.54	View chart
Omega Healthcare Investors Common Stock (OHI)	0.0	$44k	NEW	994.00	44.34	View chart
Unilever Common Stock (UL)	0.0	$44k	NEW	669.00	65.40	View chart
American Electric Power Common Stock (AEP)	0.0	$42k	NEW	365.00	115.28	View chart
Abbvie Common Stock (ABBV)	0.0	$42k	NEW	182.00	228.03	View chart
American International Group Common Stock (AIG)	0.0	$41k	NEW	473.00	85.55	View chart
VanEck Vectors Semiconductor ETF Etf (SMH)	0.0	$40k	NEW	111.00	361.70	View chart
Roblox Corp Common Stock (RBLX)	0.0	$40k	NEW	494.00	81.03	View chart
Sirius Xm Holdings Common Stock (SIRI)	0.0	$40k	NEW	2.0k	19.99	View chart
Mercadolibre Common Stock (MELI)	0.0	$38k	NEW	19.00	2014.26	View chart
Nike Common Stock (NKE)	0.0	$38k	NEW	600.00	63.71	View chart
National Beverage Corp Common Stock (FIZZ)	0.0	$38k	NEW	1.2k	31.89	View chart
iShares Select Dividend ETF Etf (DVY)	0.0	$38k	NEW	268.00	141.06	View chart
Eqt Corp Common Stock (EQT)	0.0	$38k	NEW	703.00	53.59	View chart
Norfolk Southern Corp Common Stock (NSC)	0.0	$38k	NEW	130.00	288.72	View chart
Lam Research Corp Common Stock (LRCX)	0.0	$38k	NEW	219.00	171.32	View chart
State Street Consumer Discretionary Select Sector SPDR ETF Etf (XLY)	0.0	$37k	NEW	311.00	119.49	View chart
Cintas Corp Common Stock (CTAS)	0.0	$36k	NEW	192.00	188.07	View chart
Kimberly-Clark Corp Common Stock (KMB)	0.0	$36k	NEW	355.00	100.89	View chart
Vanguard Long-Term Corporate Bond Index Fund ETF Shares Etf (VCLT)	0.0	$36k	NEW	470.00	75.88	View chart
Agnico Eagle Mines Common Stock (AEM)	0.0	$35k	NEW	207.00	169.75	View chart
iShares Iboxx $ Investment Grade Corporate Bond ETF Etf (LQD)	0.0	$33k	NEW	300.00	110.19	View chart
Vanguard Information Technology Index Fund ETF Shares Etf (VGT)	0.0	$31k	NEW	41.00	755.78	View chart
TJX Companies Common Stock (TJX)	0.0	$31k	NEW	200.00	153.61	View chart
iShares MSCI Emerging Markets ETF Etf (EEM)	0.0	$31k	NEW	558.00	54.74	View chart
Yum Brands Common Stock (YUM)	0.0	$30k	NEW	200.00	151.28	View chart
Jd Com Inc Spons ADR Repstg Com Cl A Common Stock (JD)	0.0	$30k	NEW	1.1k	28.70	View chart
Vanguard Core-Plus Bond ETF Etf (VPLS)	0.0	$30k	NEW	386.00	78.04	View chart
Asml Holding NV Common Stock (ASML)	0.0	$30k	NEW	28.00	1073.89	View chart
Vanguard Short-Term Corporate Bond Index Fund ETF Shares Etf (VCSH)	0.0	$30k	NEW	375.00	79.73	View chart
Nxp Semiconductors NV Common Stock (NXPI)	0.0	$29k	NEW	135.00	216.50	View chart
Cisco Systems Common Stock (CSCO)	0.0	$29k	NEW	372.00	77.11	View chart
State Street Communication Services Select Sector SPDR ETF Etf (XLC)	0.0	$28k	NEW	236.00	117.65	View chart
Invesco DB Commodity Index Tracking Fund Etf (DBC)	0.0	$28k	NEW	1.2k	22.36	View chart
Netflix Common Stock (NFLX)	0.0	$28k	NEW	293.00	93.76	View chart
Ebay Common Stock (EBAY)	0.0	$27k	NEW	310.00	87.16	View chart
Kraft Heinz Common Stock (KHC)	0.0	$27k	NEW	1.1k	24.25	View chart
Vanguard Financials Index Fund ETF Shares Etf (VFH)	0.0	$27k	NEW	201.00	133.55	View chart
Vanguard Utilities Index Fund ETF Shares Etf (VPU)	0.0	$27k	NEW	144.00	185.04	View chart
Eaton Vance Tax-Managed Global Diversified Equity Income Fund Etf (EXG)	0.0	$27k	NEW	2.8k	9.53	View chart
Colgate-Palmolive Company Common Stock (CL)	0.0	$26k	NEW	335.00	78.95	View chart
FS KKR Capital Corporation Common Stock (FSK)	0.0	$26k	NEW	1.8k	14.81	View chart
Target Corp Common Stock (TGT)	0.0	$25k	NEW	255.00	97.75	View chart
Marvell Technology Common Stock (MRVL)	0.0	$25k	NEW	293.00	85.03	View chart
Prudential Financial Common Stock (PRU)	0.0	$25k	NEW	217.00	112.94	View chart
Nextera Energy Common Stock (NEE)	0.0	$24k	NEW	305.00	80.16	View chart
Vanguard Emerging Markets Government Bond Index Fund ETF Shares Etf (VWOB)	0.0	$24k	NEW	362.00	67.49	View chart
Jacobs Solutions Common Stock (J)	0.0	$24k	NEW	183.00	132.46	View chart
Invesco China Technology Stock/ETF	0.0	$24k	NEW	456.00	52.00	View chart
Stryker Corp Common Stock (SYK)	0.0	$23k	NEW	66.00	353.21	View chart
Joby Aviation Common Stock (JOBY)	0.0	$22k	NEW	1.7k	13.20	View chart
Vanguard Consumer Discretionary Index Fund ETF Shares Etf (VCR)	0.0	$22k	NEW	56.00	396.00	View chart
Vanguard Total Stock Market Index Fund ETF Shares Etf (VTI)	0.0	$22k	NEW	66.00	333.00	View chart
Principal Financial Group Common Stock (PFG)	0.0	$22k	NEW	246.00	88.24	View chart
Lowe's Companies Common Stock (LOW)	0.0	$21k	NEW	86.00	240.56	View chart
Air Lease Corp Common Stock (AL)	0.0	$21k	NEW	321.00	64.19	View chart
State Street SPDR Portfolio S&P 500 ETF Etf (SPYM)	0.0	$21k	NEW	256.00	80.25	View chart
Ralph Lauren Corp Common Stock (RL)	0.0	$20k	NEW	57.00	353.61	View chart
Philip Morris International Common Stock (PM)	0.0	$20k	NEW	125.00	160.40	View chart
Graniteshares Platinum Trust Etf (PLTM)	0.0	$20k	NEW	1.0k	19.73	View chart
Clorox Common Stock (CLX)	0.0	$20k	NEW	196.00	100.89	View chart
ConocoPhillips Common Stock (COP)	0.0	$20k	NEW	208.00	93.53	View chart
Franco-Nevada Corp Common Stock (FNV)	0.0	$19k	NEW	93.00	208.20	View chart
Campbell's Common Stock (CPB)	0.0	$19k	NEW	689.00	27.87	View chart
Diageo Common Stock (DEO)	0.0	$19k	NEW	220.00	86.27	View chart
Raymond James Financial Common Stock (RJF)	0.0	$19k	NEW	117.00	160.59	View chart
British American Tobacco Common Stock (BTI)	0.0	$17k	NEW	308.00	56.62	View chart
Square Inc. Cl A Common Stock (XYZ)	0.0	$17k	NEW	261.00	65.09	View chart
Vanguard Intermediate-Term Corporate Bond Index Fund ETF Shares Etf (VCIT)	0.0	$17k	NEW	203.00	83.66	View chart
Riot Platforms Common Stock (RIOT)	0.0	$17k	NEW	1.3k	12.67	View chart
Royal Gold Common Stock (RGLD)	0.0	$16k	NEW	74.00	220.92	View chart
Union Pacific Corp Common Stock (UNP)	0.0	$16k	NEW	70.00	231.13	View chart
Invesco QQQ Trust Etf (QQQ)	0.0	$16k	NEW	26.00	621.11	View chart
Relx Common Stock (RELX)	0.0	$16k	NEW	399.00	40.42	View chart
CVS Health Corp Common Stock (CVS)	0.0	$16k	NEW	200.00	79.36	View chart
Constellation Brands Common Stock (STZ)	0.0	$16k	NEW	113.00	137.40	View chart
Invesco BulletShares 2031 Corp Bond ETF Etf (BSCV)	0.0	$15k	NEW	906.00	16.69	View chart
Kinder Morgan Common Stock (KMI)	0.0	$15k	NEW	537.00	27.50	View chart
Citigroup Common Stock (C)	0.0	$14k	NEW	119.00	116.80	View chart
Welltower Common Stock (WELL)	0.0	$14k	NEW	74.00	185.82	View chart
Lockheed Martin Corp Common Stock (LMT)	0.0	$13k	NEW	28.00	478.14	View chart
Calamos S&P 500 Structured Alternative Protection ETF - November Etf (CPSN)	0.0	$12k	NEW	436.00	26.91	View chart
Fedex Corp Common Stock (FDX)	0.0	$12k	NEW	40.00	288.85	View chart
Norwegian Cruise Line Holdings Common Stock (NCLH)	0.0	$11k	NEW	500.00	22.32	View chart
PepsiCo Common Stock (PEP)	0.0	$11k	NEW	74.00	142.72	View chart
Viatris Common Stock (VTRS)	0.0	$11k	NEW	847.00	12.45	View chart
Star Bulk Carriers Corp Common Stock (SBLK)	0.0	$11k	NEW	546.00	19.23	View chart
Edwards Lifesciences Corp Common Stock (EW)	0.0	$11k	NEW	123.00	85.25	View chart
Arthur J. Gallagher & Co Common Stock (AJG)	0.0	$10k	NEW	40.00	258.80	View chart
Conagra Brands Common Stock (CAG)	0.0	$9.1k	NEW	526.00	17.30	View chart
Hartford Insurance Group Common Stock (HIG)	0.0	$9.0k	NEW	65.00	138.03	View chart
SalesForce Common Stock (CRM)	0.0	$8.9k	NEW	34.00	261.29	View chart
Neuberger Berman Next Generation Connectivity Fund Etf (NBXG)	0.0	$8.7k	NEW	602.00	14.44	View chart
Sysco Corp Common Stock (SYY)	0.0	$8.7k	NEW	118.00	73.47	View chart
Highland Global Allocation Fund MF (HGLB)	0.0	$8.7k	NEW	949.00	9.13	View chart
State Street Utilities Select Sector SPDR ETF Etf (XLU)	0.0	$8.7k	NEW	203.00	42.67	View chart
Schwab International Equity ETF Etf (SCHF)	0.0	$8.6k	NEW	358.00	24.04	View chart
iShares MSCI Brazil ETF Etf (EWZ)	0.0	$8.5k	NEW	266.00	31.77	View chart
Equinix Common Stock (EQIX)	0.0	$8.4k	NEW	11.00	767.73	View chart
VanEck CLO ETF Etf (CLOI)	0.0	$8.3k	NEW	157.00	52.81	View chart
Cencora Common Stock (COR)	0.0	$8.3k	NEW	25.00	331.40	View chart
Kroger Common Stock (KR)	0.0	$8.1k	NEW	130.00	62.56	View chart
Strategy Common Stock (MSTR)	0.0	$7.6k	NEW	50.00	151.96	View chart
Innovator S&P 500 Buffer ETF Nov Etf (BNOV)	0.0	$7.6k	NEW	170.00	44.53	View chart
Solventum Corp Common Stock (SOLV)	0.0	$7.5k	NEW	95.00	79.24	View chart
Simon Property Group Common Stock (SPG)	0.0	$7.4k	NEW	40.00	185.10	View chart
Oneok Common Stock (OKE)	0.0	$7.4k	NEW	100.00	73.50	View chart
Novartis Common Stock (NVS)	0.0	$7.1k	NEW	51.00	138.27	View chart
Realty Income Corp Common Stock (O)	0.0	$7.0k	NEW	125.00	56.37	View chart
iShares Bitcoin Trust ETF Etf (IBIT)	0.0	$7.0k	NEW	140.00	49.65	View chart
Danaher Corp Common Stock (DHR)	0.0	$6.9k	NEW	30.00	228.93	View chart
Tyler Technologies Common Stock (TYL)	0.0	$6.8k	NEW	15.00	453.93	View chart
iShares Iboxx $ High-Yield Corporate Bond ETF Etf (HYG)	0.0	$6.8k	NEW	84.00	80.63	View chart
Abbott Laboratories Common Stock (ABT)	0.0	$6.7k	NEW	54.00	124.13	View chart
Veeva Systems Common Stock (VEEV)	0.0	$6.7k	NEW	30.00	223.23	View chart
Best Buy Common Stock (BBY)	0.0	$6.7k	NEW	100.00	66.93	View chart
Linde Common Stock (LIN)	0.0	$6.6k	NEW	16.00	413.06	View chart
Labcorp Holdings Common Stock (LH)	0.0	$6.6k	NEW	26.00	252.81	View chart
Comcast Corp Common Stock (CMCSA)	0.0	$6.5k	NEW	217.00	29.85	View chart
Real Estate Select Sector SPDR Fund Etf (XLRE)	0.0	$6.5k	NEW	160.00	40.35	View chart
Phillips 66 Common Stock (PSX)	0.0	$6.5k	NEW	50.00	129.04	View chart
Invesco Zacks Multi-Asset Income ETF Etf (CVY)	0.0	$6.4k	NEW	240.00	26.82	View chart
Vanguard Mid-Cap Growth Index Fund ETF Shares Etf (VOT)	0.0	$6.1k	NEW	22.00	279.14	View chart
FS Specialty Lending Fund Etf (FSSL)	0.0	$6.1k	NEW	434.00	14.14	View chart
Dick's Sporting Goods Common Stock (DKS)	0.0	$6.1k	NEW	31.00	197.97	View chart
Boston Scientific Corp Common Stock (BSX)	0.0	$6.1k	NEW	64.00	94.61	View chart
U.S. Treasury 6 Month Bill ETF Etf (XBIL)	0.0	$6.0k	NEW	120.00	50.07	View chart
Intercontinental Exchange Common Stock (ICE)	0.0	$6.0k	NEW	37.00	161.97	View chart
Waste Management Common Stock (WM)	0.0	$5.8k	NEW	26.00	223.92	View chart
Medtronic Common Stock (MDT)	0.0	$5.8k	NEW	60.00	96.07	View chart
Invesco Russell 1000 Dynamic Multifactor ETF Etf (OMFL)	0.0	$5.7k	NEW	94.00	61.13	View chart
Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares Etf (VIOG)	0.0	$5.6k	NEW	46.00	121.28	View chart
Invesco S&P Small-Cap Value with Momentum ETF Etf (XSVM)	0.0	$5.4k	NEW	95.00	57.14	View chart
American Tower Corp Common Stock (AMT)	0.0	$5.3k	NEW	30.00	175.57	View chart
Vanguard High Dividend Yield Index Fund ETF Shares Etf (VYM)	0.0	$4.9k	NEW	34.00	143.53	View chart
Datadog Stock/ETF (DDOG)	0.0	$4.8k	NEW	35.00	136.00	View chart
JetBlue Airways Corp Common Stock (JBLU)	0.0	$4.6k	NEW	1.0k	4.55	View chart
Etsy Common Stock (ETSY)	0.0	$4.5k	NEW	82.00	55.44	View chart
PPG Industries Common Stock (PPG)	0.0	$4.4k	NEW	43.00	103.07	View chart
State Street Energy Select Sector SPDR ETF Etf (XLE)	0.0	$4.4k	NEW	98.00	44.71	View chart
Dimensional International Small-Cap ETF Etf (DFIS)	0.0	$4.2k	NEW	128.00	32.94	View chart
Digitalocean Holdings Common Stock (DOCN)	0.0	$3.9k	NEW	81.00	48.12	View chart
Match Group Common Stock (MTCH)	0.0	$3.8k	NEW	117.00	32.23	View chart
Resmed Common Stock (RMD)	0.0	$3.7k	NEW	16.00	233.75	View chart
Chipotle Mexican Grill Common Stock (CMG)	0.0	$3.7k	NEW	100.00	37.00	View chart
Intel Corp Common Stock (INTC)	0.0	$3.7k	NEW	100.00	36.90	View chart
Monolithic Power Systems Common Stock (MPWR)	0.0	$3.6k	NEW	4.00	906.75	View chart
American Financial Group Common Stock (AFG)	0.0	$3.6k	NEW	26.00	137.81	View chart
Constellation Energy Corp Common Stock (CEG)	0.0	$3.5k	NEW	10.00	354.50	View chart
Vanguard Real Estate Stock/ETF (VNQ)	0.0	$3.2k	NEW	36.00	88.50	View chart
Rivian Automotive Inc Cl A Common Stock (RIVN)	0.0	$3.2k	NEW	161.00	19.71	View chart
Vipshop Holdings Common Stock (VIPS)	0.0	$2.9k	NEW	165.00	17.69	View chart
Mp Materials Corp Common Stock (MP)	0.0	$2.8k	NEW	56.00	50.52	View chart
Under Armour Common Stock (UAA)	0.0	$2.7k	NEW	550.00	4.97	View chart
Newmont Corp Common Stock (NEM)	0.0	$2.7k	NEW	27.00	100.96	View chart
Coinbase Global Inc Cl A Common Stock (COIN)	0.0	$2.7k	NEW	12.00	226.17	View chart
Under Armour Common Stock (UA)	0.0	$2.7k	NEW	553.00	4.80	View chart
Stoneco Common Stock (STNE)	0.0	$2.6k	NEW	177.00	14.79	View chart
Circle Internet Group Common Stock (CRCL)	0.0	$2.6k	NEW	33.00	79.30	View chart
Vistra Corp Common Stock (VST)	0.0	$2.6k	NEW	16.00	161.75	View chart
Airbnb Common Stock (ABNB)	0.0	$2.6k	NEW	19.00	135.74	View chart
Valero Energy Corp Common Stock (VLO)	0.0	$2.5k	NEW	16.00	157.94	View chart
Innovator S&P 500 Power Buffer ETF Jun Etf (PJUN)	0.0	$2.5k	NEW	60.00	41.88	View chart
Galaxy Digital Common Stock (GLXY)	0.0	$2.4k	NEW	108.00	22.36	View chart
Magnum Ice Cream Co NV Common Stock (MICC)	0.0	$2.4k	NEW	150.00	15.85	View chart
Intuitive Surgical Common Stock (ISRG)	0.0	$2.3k	NEW	4.00	566.25	View chart
Neuroone Medical Technologies Corp Common Stock (NMTC)	0.0	$2.2k	NEW	2.8k	0.76	View chart
Amgen Common Stock (AMGN)	0.0	$2.1k	NEW	6.00	346.00	View chart
General Motors Common Stock (GM)	0.0	$2.1k	NEW	25.00	82.36	View chart
EOG Resources Common Stock (EOG)	0.0	$1.8k	NEW	17.00	107.41	View chart
Tapestry Common Stock (TPR)	0.0	$1.7k	NEW	13.00	130.38	View chart
Quanta Services Common Stock (PWR)	0.0	$1.7k	NEW	4.00	422.00	View chart
S&P Global Common Stock (SPGI)	0.0	$1.6k	NEW	3.00	535.33	View chart
Alnylam Pharmaceuticals Common Stock (ALNY)	0.0	$1.6k	NEW	4.00	397.75	View chart
Servicenow Common Stock (NOW)	0.0	$1.5k	NEW	10.00	153.20	View chart
Transdigm Group Common Stock (TDG)	0.0	$1.4k	NEW	1.00	1423.00	View chart
Accenture Common Stock (ACN)	0.0	$1.4k	NEW	5.00	273.20	View chart
GE Vernova Common Stock (GEV)	0.0	$1.3k	NEW	2.00	654.00	View chart
Verizon Communications Common Stock (VZ)	0.0	$1.3k	NEW	32.00	40.72	View chart
Fiserv Common Stock (FI)	0.0	$1.3k	NEW	19.00	67.16	View chart
Advisorshares Trust Pure Cannabis ETF Etf (YOLO)	0.0	$1.3k	NEW	385.00	3.30	View chart
Snap Inc Cl A Common Stock (SNAP)	0.0	$1.2k	NEW	150.00	8.07	View chart
Arista Networks Common Stock (ANET)	0.0	$1.2k	NEW	9.00	131.00	View chart
Trane Technologies Common Stock (TT)	0.0	$1.2k	NEW	3.00	389.67	View chart
Atlassian Corporation Stock/ETF (TEAM)	0.0	$1.1k	NEW	7.00	162.14	View chart
Innovator S&P 500 Buffer ETF Jun Etf (BJUN)	0.0	$1.1k	NEW	24.00	47.21	View chart
FMC Corp Common Stock (FMC)	0.0	$1.1k	NEW	80.00	13.84	View chart
Adobe Common Stock (ADBE)	0.0	$1.1k	NEW	3.00	350.00	View chart
Parker Hannifin Corp Common Stock (PH)	0.0	$894.000000	NEW	1.00	894.00	View chart
Texas Pacific Land Corp Common Stock (TPL)	0.0	$864.999900	NEW	3.00	288.33	View chart
United Rentals Common Stock (URI)	0.0	$811.000000	NEW	1.00	811.00	View chart
Innovator S&P 500 Buffer ETF Feb Etf (BFEB)	0.0	$791.000000	NEW	16.00	49.44	View chart
Alcon Common Stock (ALC)	0.0	$790.000000	NEW	10.00	79.00	View chart
Innovator S&P 500 Buffer ETF Mar Etf (BMAR)	0.0	$742.999600	NEW	14.00	53.07	View chart
Innovator S&P 500 Buffer ETF Dec Etf (BDEC)	0.0	$706.000400	NEW	14.00	50.43	View chart
Fox Corp Common Stock (FOXA)	0.0	$664.000200	NEW	9.00	73.78	View chart
Nrg Energy Common Stock (NRG)	0.0	$639.000000	NEW	4.00	159.75	View chart
Axon Enterprise Common Stock (AXON)	0.0	$568.000000	NEW	1.00	568.00	View chart
Cronos Group Common Stock (CRON)	0.0	$567.993600	NEW	216.00	2.63	View chart
United Airlines Holdings Common Stock (UAL)	0.0	$559.000000	NEW	5.00	111.80	View chart
Baker Hughes Common Stock (BKR)	0.0	$552.999600	NEW	12.00	46.08	View chart
Elastic NV Common Stock (ESTC)	0.0	$528.000200	NEW	7.00	75.43	View chart
Dell Technologies Common Stock (DELL)	0.0	$517.000000	NEW	4.00	129.25	View chart
Fortrea Holdings Common Stock (FTRE)	0.0	$431.000000	NEW	25.00	17.24	View chart
Teladoc Health Common Stock (TDOC)	0.0	$427.000000	NEW	61.00	7.00	View chart
Neurosense Therapeutics Common Stock (NRSN)	0.0	$385.000000	NEW	500.00	0.77	View chart
Innovator S&P 500 Buffer ETF Apr Etf (BAPR)	0.0	$372.000000	NEW	8.00	46.50	View chart
Innovator S&P 500 Buffer ETF Jul Etf (BJUL)	0.0	$367.999800	NEW	7.00	52.57	View chart
Wrap Technologies Common Stock (WRAP)	0.0	$357.000000	NEW	150.00	2.38	View chart
Digital Realty Trust Common Stock (DLR)	0.0	$347.000000	NEW	2.00	173.50	View chart
Zoom Video Communications Inc Cl A Common Stock (ZM)	0.0	$345.000000	NEW	4.00	86.25	View chart
Starbucks Corp Common Stock (SBUX)	0.0	$337.000000	NEW	4.00	84.25	View chart
PPL Corp Common Stock (PPL)	0.0	$322.000200	NEW	9.00	35.78	View chart
CBRE Group Common Stock (CBRE)	0.0	$322.000000	NEW	2.00	161.00	View chart
Diamondback Energy Common Stock (FANG)	0.0	$306.000000	NEW	2.00	153.00	View chart
Avanos Medical Common Stock (AVNS)	0.0	$302.999400	NEW	27.00	11.22	View chart
Vulcan Materials Common Stock (VMC)	0.0	$291.000000	NEW	1.00	291.00	View chart
Albemarle Corp Common Stock (ALB)	0.0	$284.000000	NEW	2.00	142.00	View chart
F5 Common Stock (FFIV)	0.0	$255.000000	NEW	1.00	255.00	View chart
Verisign Common Stock (VRSN)	0.0	$244.000000	NEW	1.00	244.00	View chart
Verisk Analytics Common Stock (VRSK)	0.0	$225.000000	NEW	1.00	225.00	View chart
Roku Common Stock (ROKU)	0.0	$217.000000	NEW	2.00	108.50	View chart
CenterPoint Energy Common Stock (CNP)	0.0	$200.000000	NEW	5.00	40.00	View chart
Virgin Galactic Holdings Common Stock (SPCE)	0.0	$161.000000	NEW	50.00	3.22	View chart
Carrier Global Corp Common Stock (CARR)	0.0	$159.000000	NEW	3.00	53.00	View chart
Kimco Realty Corp Common Stock (KIM)	0.0	$148.999900	NEW	7.00	21.29	View chart
Southwest Airlines Common Stock (LUV)	0.0	$132.999900	NEW	3.00	44.33	View chart
Otis Worldwide Corp Common Stock (OTIS)	0.0	$87.000000	NEW	1.00	87.00	View chart
Canopy Growth Corp Common Stock (CGC)	0.0	$16.999500	NEW	15.00	1.13	View chart
Aurora Cannabis Common Stock (ACB)	0.0	$12.999900	NEW	3.00	4.33	View chart

Past Filings by Jessup Wealth Management

SEC 13F filings are viewable for Jessup Wealth Management going back to 2022

Jessup Wealth Management 2025 Q4 filed Feb. 11, 2026
Jessup Wealth Management 2025 Q3 filed Oct. 24, 2025
Jessup Wealth Management 2025 Q2 filed Aug. 5, 2025
Jessup Wealth Management 2025 Q1 filed April 30, 2025
Jessup Wealth Management 2024 Q4 filed Feb. 3, 2025
Jessup Wealth Management 2024 Q3 filed Oct. 9, 2024
Jessup Wealth Management 2024 Q2 filed July 26, 2024
Jessup Wealth Management 2024 Q1 filed April 16, 2024
Jessup Wealth Management 2023 Q4 filed Jan. 16, 2024
Jessup Wealth Management 2023 Q3 filed Oct. 25, 2023
Jessup Wealth Management 2023 Q2 filed July 21, 2023
Jessup Wealth Management 2023 Q1 filed April 27, 2023
Jessup Wealth Management 2022 Q4 filed Jan. 31, 2023

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