Jessup Wealth Management

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

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Positions held by Jessup Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Jessup Wealth Management

Jessup Wealth Management holds 70 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Amazon (AMZN) 14.1 $33M 151k 219.39
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Apple (AAPL) 10.1 $24M 94k 250.42
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NVIDIA Corporation (NVDA) 8.0 $19M -2% 140k 134.29
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Alphabet Cap Stk Cl A (GOOGL) 5.1 $12M 64k 189.30
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Spdr Ser Tr Bloomberg High Y (JNK) 4.6 $11M +3% 113k 95.47
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Ulta Salon, Cosmetics & Fragrance (ULTA) 3.7 $8.7M +3218% 20k 434.94
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Metropcs Communications (TMUS) 3.6 $8.5M -26% 39k 220.73
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Advanced Micro Devices (AMD) 3.4 $8.0M +17% 66k 120.79
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eBay (EBAY) 3.3 $7.8M 127k 61.95
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Vanguard Index Fds Extend Mkt Etf (VXF) 3.1 $7.3M NEW 39k 189.98
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Vulcan Materials Company (VMC) 3.1 $7.2M +23% 28k 257.23
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Alibaba Group Hldg Sponsored Ads (BABA) 3.0 $7.1M +780% 84k 84.79
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Ego (EGO) 2.9 $6.8M 457k 14.87
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Procter & Gamble Company (PG) 2.8 $6.6M -32% 40k 167.65
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Kkr & Co (KKR) 2.8 $6.6M 45k 147.91
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Equitable Holdings (EQH) 2.5 $5.8M -6% 123k 47.17
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 2.2 $5.1M NEW 56k 92.45
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Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 2.1 $4.9M -2% 120k 40.67
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Block Cl A (SQ) 2.0 $4.8M NEW 56k 84.99
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Costco Wholesale Corporation (COST) 1.6 $3.8M 4.1k 916.21
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Microsoft Corporation (MSFT) 1.3 $2.9M +4% 7.0k 421.49
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Ishares Tr Russell 2000 Etf (IWM) 1.1 $2.6M -69% 12k 220.96
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Chipotle Mexican Grill (CMG) 1.0 $2.3M 38k 60.30
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Johnson & Johnson (JNJ) 0.9 $2.0M 14k 144.62
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Cincinnati Financial Corporation (CINF) 0.7 $1.7M 12k 143.70
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Micron Technology (MU) 0.7 $1.7M -67% 20k 84.16
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Crowdstrike Hldgs Cl A (CRWD) 0.7 $1.5M -2% 4.5k 342.16
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Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) 0.6 $1.5M -4% 36k 42.25
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Visa Com Cl A (V) 0.6 $1.5M -2% 4.6k 316.02
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $1.3M 2.8k 453.22
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Nucor Corporation (NUE) 0.5 $1.2M 11k 116.71
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Arhaus Com Cl A (ARHS) 0.5 $1.1M 115k 9.40
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Tyson Foods Cl A (TSN) 0.4 $1.0M NEW 18k 57.44
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $988k 1.7k 586.06
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Sherwin-Williams Company (SHW) 0.3 $798k 2.3k 339.89
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $793k +20% 1.5k 538.87
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Qualcomm (QCOM) 0.3 $763k 5.0k 153.61
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Paypal Holdings (PYPL) 0.3 $696k 8.2k 85.35
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Marriott Intl Cl A (MAR) 0.3 $625k 2.2k 278.94
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UnitedHealth (UNH) 0.3 $597k -90% 1.2k 505.96
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Unity Software (U) 0.2 $510k NEW 23k 22.47
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Applied Materials (AMAT) 0.2 $499k 3.1k 162.61
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Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) 0.2 $488k NEW 13k 37.87
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Coupang Cl A (CPNG) 0.2 $486k 22k 21.98
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Air Transport Services (ATSG) 0.2 $440k -12% 20k 21.98
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Palo Alto Networks (PANW) 0.2 $435k +100% 2.4k 181.96
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Exxon Mobil Corporation (XOM) 0.2 $427k NEW 4.0k 107.58
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Advanced Drain Sys Inc Del (WMS) 0.2 $423k +69% 3.7k 115.60
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Ishares Tr 0-3 Mnth Treasry (SGOV) 0.2 $423k +12% 4.2k 100.32
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Thermo Fisher Scientific (TMO) 0.2 $404k 777.00 520.19
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Ishares Tr Short Treas Bd (SHV) 0.2 $364k +41% 3.3k 110.10
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McDonald's Corporation (MCD) 0.1 $350k 1.2k 289.87
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Snap-on Incorporated (SNA) 0.1 $330k 973.00 339.48
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Walt Disney Company (DIS) 0.1 $316k NEW 2.8k 111.34
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Boeing Company (BA) 0.1 $309k NEW 1.7k 177.00
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Spdr Gold Tr Gold Shs (GLD) 0.1 $308k -7% 1.3k 242.13
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Eli Lilly & Co. (LLY) 0.1 $303k +5% 392.00 772.71
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Lam Research Corp Com New (LRCX) 0.1 $267k NEW 3.7k 72.23
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Blackstone Group Inc Com Cl A (BX) 0.1 $248k NEW 1.4k 172.44
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Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) 0.1 $243k NEW 6.3k 38.42
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Western Digital (WDC) 0.1 $237k 4.0k 59.63
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JPMorgan Chase & Co. (JPM) 0.1 $229k NEW 956.00 239.73
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Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) 0.1 $228k -3% 5.5k 41.17
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Wells Fargo & Company (WFC) 0.1 $224k NEW 3.2k 70.24
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Palantir Technologies Cl A (PLTR) 0.1 $218k NEW 2.9k 75.63
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Mastercard Incorporated Cl A (MA) 0.1 $211k NEW 400.00 527.10
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Alphabet Cap Stk Cl C (GOOG) 0.1 $200k NEW 1.1k 190.48
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Fs Credit Opportunities Corp Common Stock (FSCO) 0.1 $129k 19k 6.82
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Nu Hldgs Ord Shs Cl A (NU) 0.0 $107k 10k 10.36
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Ford Motor Company (F) 0.0 $99k 10k 9.90
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Past Filings by Jessup Wealth Management

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