Jessup Wealth Management

Jessup Wealth Management as of March 31, 2025

Portfolio Holdings for Jessup Wealth Management

Jessup Wealth Management holds 73 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Amazon (AMZN) 12.5 $30M 156k 190.26
Apple (AAPL) 8.9 $21M 96k 222.13
NVIDIA Corporation (NVDA) 6.2 $15M 136k 108.38
Spdr Ser Tr Bloomberg High Y (JNK) 4.6 $11M 115k 95.30
Alphabet Cap Stk Cl A (GOOGL) 4.2 $10M 65k 154.64
Alibaba Group Hldg Sponsored Ads (BABA) 4.1 $9.8M 74k 132.23
Ishares Tr 7-10 Yr Trsy Bd (IEF) 4.0 $9.5M 99k 95.37
Kkr & Co (KKR) 3.8 $9.1M 79k 115.61
Advanced Micro Devices (AMD) 3.3 $7.8M 76k 102.74
Vanguard Index Fds Extend Mkt Etf (VXF) 2.9 $7.0M 41k 172.26
Equitable Holdings (EQH) 2.9 $6.9M 133k 52.09
Vulcan Materials Company (VMC) 2.9 $6.8M 29k 233.30
Block Cl A (XYZ) 2.7 $6.5M 120k 54.33
Atlassian Corporation Cl A (TEAM) 2.7 $6.5M 31k 212.21
Tesla Motors (TSLA) 2.6 $6.1M 23k 259.15
Shopify Cl A (SHOP) 2.5 $6.0M 63k 95.48
Procter & Gamble Company (PG) 2.3 $5.5M 33k 170.42
Lincoln National Corporation (LNC) 2.3 $5.5M 154k 35.91
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 2.0 $4.7M 113k 41.85
Metropcs Communications (TMUS) 2.0 $4.7M 18k 266.71
JPMorgan Chase & Co. (JPM) 1.6 $3.9M 16k 245.31
Costco Wholesale Corporation (COST) 1.6 $3.7M 4.0k 945.83
UnitedHealth (UNH) 1.4 $3.3M 6.4k 523.71
Microsoft Corporation (MSFT) 1.3 $3.1M 8.3k 375.37
Ishares Tr Russell 2000 Etf (IWM) 1.0 $2.3M 12k 199.49
Cme (CME) 0.9 $2.1M 7.9k 265.29
Cincinnati Financial Corporation (CINF) 0.7 $1.7M 12k 147.72
Micron Technology (MU) 0.7 $1.7M 19k 86.89
Visa Com Cl A (V) 0.7 $1.6M 4.6k 350.47
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) 0.7 $1.6M 39k 41.47
Crowdstrike Hldgs Cl A (CRWD) 0.6 $1.5M 4.4k 352.58
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $1.5M 2.8k 532.51
Johnson & Johnson (JNJ) 0.5 $1.3M 7.7k 165.84
Nucor Corporation (NUE) 0.5 $1.2M 10k 120.34
Goldman Sachs (GS) 0.5 $1.1M 2.0k 546.24
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $952k 1.7k 559.27
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $932k 1.8k 513.77
Ea Series Trust Alpha Arch 1-3 (BOXX) 0.4 $856k 7.7k 111.49
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR) 0.3 $824k 21k 39.93
Sherwin-Williams Company (SHW) 0.3 $806k 2.3k 349.20
Advanced Drain Sys Inc Del (WMS) 0.3 $768k 7.1k 108.64
Arhaus Com Cl A (ARHS) 0.3 $749k 86k 8.70
Paypal Holdings (PYPL) 0.3 $748k 12k 65.25
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $610k 3.5k 173.23
Boeing Company (BA) 0.2 $585k 3.4k 170.55
Marriott Intl Cl A (MAR) 0.2 $506k 2.1k 238.20
Ishares Tr Short Treas Bd (SHV) 0.2 $502k 4.5k 110.45
Coupang Cl A (CPNG) 0.2 $482k 22k 21.93
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) 0.2 $470k 13k 37.22
Unity Software (U) 0.2 $464k 24k 19.59
Applied Materials (AMAT) 0.2 $440k 3.0k 145.13
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $436k 4.1k 105.60
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.2 $430k 5.3k 80.37
Palo Alto Networks (PANW) 0.2 $408k 2.4k 170.64
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.2 $405k 4.0k 100.66
Spdr Gold Tr Gold Shs (GLD) 0.2 $365k 1.3k 288.14
Thermo Fisher Scientific (TMO) 0.1 $354k 712.00 497.74
McDonald's Corporation (MCD) 0.1 $332k 1.1k 312.50
Snap-on Incorporated (SNA) 0.1 $328k 973.00 337.01
Dimensional Etf Trust World Ex Us Core (DFAX) 0.1 $323k 12k 26.20
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $305k 9.2k 32.99
Exxon Mobil Corporation (XOM) 0.1 $302k 2.5k 118.92
Eli Lilly & Co. (LLY) 0.1 $266k 322.00 825.02
Coca-Cola Company (KO) 0.1 $239k 3.3k 71.61
Ea Series Trust Alpha Architect (CAOS) 0.1 $234k 2.7k 87.95
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) 0.1 $233k 6.2k 37.60
Wells Fargo & Company (WFC) 0.1 $223k 3.1k 71.79
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) 0.1 $222k 5.5k 40.19
Duke Energy Corp Com New (DUK) 0.1 $219k 1.8k 121.94
Palantir Technologies Cl A (PLTR) 0.1 $215k 2.5k 84.40
Mastercard Incorporated Cl A (MA) 0.1 $206k 375.00 548.60
Nu Hldgs Ord Shs Cl A (NU) 0.0 $105k 10k 10.24
Ford Motor Company (F) 0.0 $103k 10k 10.03