Jessup Wealth Management

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Jessup Wealth Management

Jessup Wealth Management holds 52 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 10.8 $22M 112k 192.53
 View chart
Amazon (AMZN) 9.9 $20M +4% 131k 151.94
 View chart
Advanced Micro Devices (AMD) 5.7 $11M +45% 78k 147.41
 View chart
Alphabet Cap Stk Cl A (GOOGL) 5.2 $11M +3% 75k 139.69
 View chart
Spdr Ser Tr Bloomberg High Y (JNK) 4.6 $9.1M +59% 97k 94.73
 View chart
Micron Technology (MU) 4.5 $9.1M -10% 106k 85.34
 View chart
Ishares Tr Russell 2000 Etf (IWM) 4.1 $8.1M +511% 41k 200.71
 View chart
JPMorgan Chase & Co. (JPM) 4.0 $8.1M 48k 170.10
 View chart
Sherwin-Williams Company (SHW) 3.7 $7.4M 24k 311.90
 View chart
Crowdstrike Hldgs Cl A (CRWD) 3.6 $7.3M +292% 29k 255.32
 View chart
Intuit (INTU) 3.6 $7.2M +9% 12k 625.03
 View chart
Cme (CME) 3.2 $6.5M +283% 31k 210.60
 View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY) 3.2 $6.4M NEW 36k 178.81
 View chart
Targa Res Corp (TRGP) 3.0 $5.9M 68k 86.87
 View chart
Archer Daniels Midland Company (ADM) 2.9 $5.8M NEW 80k 72.22
 View chart
NVIDIA Corporation (NVDA) 2.6 $5.3M -2% 11k 495.24
 View chart
Star Bulk Carriers Corp. Shs Par (SBLK) 2.5 $5.0M NEW 237k 21.26
 View chart
Tesla Motors (TSLA) 2.5 $5.0M NEW 20k 248.48
 View chart
Procter & Gamble Company (PG) 2.3 $4.6M 32k 146.54
 View chart
Kkr & Co (KKR) 2.1 $4.1M -49% 50k 82.85
 View chart
Costco Wholesale Corporation (COST) 1.8 $3.6M 5.4k 660.14
 View chart
UnitedHealth (UNH) 1.7 $3.5M 6.6k 526.44
 View chart
Nucor Corporation (NUE) 1.4 $2.8M 16k 174.04
 View chart
Microsoft Corporation (MSFT) 1.3 $2.6M 6.9k 376.05
 View chart
Metropcs Communications (TMUS) 1.2 $2.4M 15k 160.33
 View chart
Arhaus Com Cl A (ARHS) 1.1 $2.1M 181k 11.85
 View chart
Johnson & Johnson (JNJ) 0.8 $1.7M +4% 11k 156.74
 View chart
Visa Com Cl A (V) 0.7 $1.3M -17% 5.0k 260.37
 View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $1.3M +372% 2.9k 436.79
 View chart
Cincinnati Financial Corporation (CINF) 0.6 $1.2M 12k 103.46
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $847k -19% 2.4k 356.66
 View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $819k 1.7k 475.32
 View chart
Cisco Systems (CSCO) 0.3 $697k 14k 50.52
 View chart
Marriott Intl Cl A (MAR) 0.3 $661k 2.9k 225.51
 View chart
Upwork (UPWK) 0.3 $655k NEW 44k 14.87
 View chart
Nike CL B (NKE) 0.3 $647k NEW 6.0k 108.57
 View chart
Thermo Fisher Scientific (TMO) 0.3 $597k -43% 1.1k 530.84
 View chart
Trex Company (TREX) 0.3 $589k -6% 7.1k 82.79
 View chart
Applied Materials (AMAT) 0.3 $543k 3.4k 162.06
 View chart
McDonald's Corporation (MCD) 0.2 $389k -31% 1.3k 296.59
 View chart
Air Transport Services (ATSG) 0.2 $362k 21k 17.61
 View chart
AmerisourceBergen (COR) 0.2 $309k +16% 1.5k 205.33
 View chart
Palo Alto Networks (PANW) 0.1 $295k 1.0k 294.88
 View chart
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $251k -47% 3.1k 82.03
 View chart
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $247k -13% 2.5k 99.25
 View chart
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $247k -52% 2.2k 110.65
 View chart
Qualcomm (QCOM) 0.1 $243k NEW 1.7k 144.64
 View chart
Key (KEY) 0.1 $215k 15k 14.40
 View chart
Western Digital (WDC) 0.1 $203k NEW 3.9k 52.37
 View chart
Alphabet Cap Stk Cl C (GOOG) 0.1 $201k NEW 1.4k 140.93
 View chart
American Airls (AAL) 0.1 $177k NEW 13k 13.74
 View chart
Fs Credit Opportunities Corp Common Stock (FSCO) 0.1 $107k 19k 5.67
 View chart

Past Filings by Jessup Wealth Management

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